Investis Holding SA

LSE:0RHV Stock Report

Market Cap: CHF 1.6b

Investis Holding Ownership

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

Recent Insider Transactions

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of 0RHV?
Owner TypeNumber of SharesOwnership Percentage
General Public625,2904.9%
Institutions2,124,00416.6%
Individual Insiders10,018,73778.5%

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

Top Shareholders

Top 25 shareholders own 95.05% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
77.9%
Stéphane Bonvin
9,941,484CHF 1.2b0.06%no data
5.03%
Dolefin SA
642,658CHF 79.7m0%52.37%
4.45%
Banque Bonhôte & Cie SA, Asset Management Arm
568,711CHF 70.5m-11.1%22.17%
3.29%
UBS Asset Management AG
420,631CHF 52.2m0%0.01%
1.14%
Jupiter Fund Management Plc
145,425CHF 18.0m0%0.06%
0.45%
Dimensional Fund Advisors LP
57,886CHF 7.2m1.87%no data
0.32%
The Vanguard Group, Inc.
40,294CHF 5.0m-59.7%no data
0.28%
Lombard Odier Darier Hentsch & Cie Asset Management
35,200CHF 4.4m0%0.06%
0.27%
René Häsler
33,929CHF 4.2m13.5%no data
0.23%
Swiss Finance & Property AG
29,358CHF 3.6m0%0.82%
0.22%
GAM Holding AG
28,653CHF 3.6m0%0.05%
0.22%
Migrosbank Asset Management
28,000CHF 3.5m0%0.33%
0.21%
Zürcher Kantonalbank, Investment Arm
27,032CHF 3.4m0%0.03%
0.19%
Albert Baehny
24,549CHF 3.0m2.92%no data
0.18%
PvB Pernet von Ballmoos AG
23,000CHF 2.9m0%3.78%
0.15%
FundLogic SAS
19,101CHF 2.4m0%0.11%
0.15%
ZKB Asset Management
18,977CHF 2.4m0%0.01%
0.078%
Santro Invest AG
10,000CHF 1.2m0%1.93%
0.077%
Pictet Asset Management Limited
9,855CHF 1.2m0%no data
0.072%
Thomas Vettiger
9,191CHF 1.1m17.9%no data
0.062%
BlackRock, Inc.
7,871CHF 976.1k4.63%no data
0.045%
Serafin Asset Management AG
5,799CHF 719.1k0%0.25%
0.041%
Michael Stucki
5,223CHF 647.7k70.7%no data
0.016%
Christian Gellerstad
2,010CHF 249.2k53%no data
0.013%
Aude-Sophie Vartzbed
1,655CHF 205.2k305%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/05/12 11:44
End of Day Share Price 2025/05/12 00:00
Earnings2024/12/31
Annual Earnings2024/12/31

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
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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 world class team 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

Investis Holding SA is covered by 4 analysts. 1 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Serge RotzerCredit Suisse
Tommaso OpertoCredit Suisse
Philippe ZügerZürcher Kantonalbank