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The Berkeley Group Holdings plc

LSE:BKG Stock Report

Market Cap: UK£3.1b

  • Company Overview
  • Valuation
  • Future Growth
  • Past Performance
  • Financial Health
  • Dividend
  • Management
  • Ownership
  • Other Information
  • Stock Community

Berkeley Group Holdings Ownership

Who are the major shareholders and have insiders been buying or selling?


Recent Insider Transactions

LSE:BKG Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
11 Aug 26BuyUK£59,635Richard StearnIndividual1,692UK£35.26
11 Aug 26BuyUK£119,686Neil EadyIndividual3,405UK£35.15
30 Apr 26BuyUK£221,760Robert Charles PerrinsIndividual7,000UK£31.68
28 Apr 26BuyUK£227,160Robert Charles PerrinsIndividual7,000UK£32.45
15 Apr 26BuyUK£19,832Rachel DowneyIndividual575UK£34.49
07 Apr 26BuyUK£222,543Robert Charles PerrinsIndividual7,000UK£31.79
02 Apr 26BuyUK£74,566Richard StearnIndividual2,390UK£31.23
01 Apr 26BuyUK£201,482Robert Charles PerrinsIndividual7,000UK£28.78
01 Apr 26BuyUK£50,497Neil EadyIndividual1,750UK£28.86

Insider Trading Volume

Insider Buying: BKG insiders have bought more shares than they have sold in the past 3 months.


Ownership Breakdown

What is the ownership structure of BKG?
Owner TypeNumber of SharesOwnership Percentage
Public Companies25,3250.0276%
Employee Share Scheme57,3890.0626%
State or Government112,4360.123%
Private Companies211,5570.231%
Individual Insiders1,589,2341.73%
General Public10,308,57811.2%
Institutions79,398,82786.6%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

Top 25 shareholders own 75.4% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
13.9%
First Eagle Investment Management, LLC
12,783,525UK£429.0m3.09%0.51%
10.6%
Artisan Partners Limited Partnership
9,742,788UK£327.0m3.4%0.32%
6.84%
Causeway Capital Management LLC
6,268,191UK£210.4m-5.76%0.7%
6.11%
BlackRock, Inc.
5,606,993UK£188.2m24.6%no data
6.03%
Silchester International Investors LLP
5,527,272UK£185.5m0%0.93%
3.85%
Vanguard Capital Management, LLC
3,533,038UK£118.6m-3.67%no data
3.63%
Artemis Investment Management LLP
3,332,858UK£111.9m3.82%0.34%
2.92%
Sprucegrove Investment Management Ltd
2,675,252UK£89.8m-27.1%4.54%
2.64%
Dimensional Fund Advisors LP
2,422,311UK£81.3m-0.65%0.01%
1.88%
Norges Bank Investment Management
1,720,829UK£57.8m-2.88%no data
1.79%
Vanguard Asset Management, Limited
1,643,552UK£55.2m22.1%0.02%
1.74%
Legal & General Investment Management Limited
1,593,631UK£53.5m32.9%0.01%
1.67%
Aviva Investors Global Services Ltd.
1,530,202UK£51.4m2.66%0.07%
1.51%
Altrinsic Global Advisors, LLC
1,388,939UK£46.6m6%0.44%
1.43%
Robert Charles Perrins
1,314,739UK£44.1m-3.54%no data
1.42%
Aberdeen Group Plc
1,300,784UK£43.7m17.2%0.03%
1.32%
UBS Asset Management AG
1,207,466UK£40.5m-4.34%no data
1.11%
Putnam LLC
1,020,388UK£34.2m11.7%0.03%
1.08%
Tweedy, Browne Company LLC
991,394UK£33.3m8.62%0.71%
0.74%
Hargreaves Lansdown Asset Management Ltd.
681,246UK£22.9m-3.08%0.06%
0.71%
Janus Henderson Group Ltd.
648,898UK£21.8m39.6%0.01%
0.67%
Columbia Management Investment Advisers, LLC
616,515UK£20.7m-15.8%0.01%
0.59%
State Street Investment Management
542,823UK£18.2m4.99%no data
0.58%
Jefferies Group LLC
527,513UK£17.7m0%5.43%
0.57%
Lansdowne Partners Limited
526,829UK£17.7m0%0.35%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/09/09 09:35
End of Day Share Price 2026/09/09 00:00
Earnings2026/04/30
Annual Earnings2026/04/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
  • SEC Form 10-K
  • SEC Form 10-Q
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
  • Analyst Research Reports
  • Blue Matrix
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
  • ICE Market Data
  • SEC Form S-1
Ownership10 years
  • Top shareholders
  • Insider trading
  • SEC Form 4
  • SEC Form 13D
Management10 years
  • Leadership team
  • Board of directors
  • SEC Form 10-K
  • SEC Form DEF 14A
Key Developments10 years
  • Company announcements
  • SEC Form 8-K

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

The Berkeley Group Holdings plc is covered by 32 analysts. 18 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Rajesh PatkiBarclays
Jonathan BellBarclays
Emily BiddulphBarclays

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