Avolta 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 0QK3?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	744	0.000516%
VC/PE Firms	10,593,053	7.34%
Public Companies	12,536,953	8.69%
Private Companies	33,834,579	23.4%
Institutions	41,712,792	28.9%
General Public	45,614,495	31.6%

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

Top Shareholders

Top 25 shareholders own 65.6% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
23.5%	Edizione Holding S.p.A.	33,834,579	CHF 1.4b	0%	no data
7.34%	Advent International, L.P.	10,593,053	CHF 434.5m	0%	6.05%
5.07%	Compagnie Financière Richemont SA	7,317,546	CHF 300.2m	0%	no data
4.47%	Qatar Investment Authority	6,454,305	CHF 264.8m	0%	0.89%
3.81%	UBS Asset Management AG	5,498,256	CHF 225.5m	0%	0.02%
3.62%	Alibaba Group Holding Limited	5,219,407	CHF 214.1m	0%	no data
3.24%	Norges Bank Investment Management	4,675,461	CHF 191.8m	0%	0.02%
3.04%	Helikon Investments Limited	4,390,184	CHF 180.1m	35.5%	8.1%
2.87%	The Vanguard Group, Inc.	4,141,186	CHF 169.9m	1%	no data
2.87%	BlackRock, Inc.	4,140,299	CHF 169.8m	0%	no data
1.05%	Manulife Asset Management	1,515,094	CHF 62.1m	-0.46%	0.05%
0.79%	Dimensional Fund Advisors LP	1,133,369	CHF 46.5m	16.7%	0.01%
0.61%	ZKB Asset Management	881,389	CHF 36.2m	3.01%	0.08%
0.56%	Geode Capital Management, LLC	814,409	CHF 33.4m	2.78%	no data
0.5%	Magallanes Value Investors, S.A., SGIIC	723,203	CHF 29.7m	0%	3.14%
0.35%	Zürcher Kantonalbank, Investment Arm	509,607	CHF 20.9m	-7.46%	0.19%
0.29%	GVC Gaesco Gestion SGIIC SA	423,175	CHF 17.4m	0%	5.63%
0.28%	Pictet Asset Management Limited	400,047	CHF 16.4m	-0.48%	0.01%
0.26%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	380,865	CHF 15.6m	1.01%	no data
0.25%	Charles Schwab Investment Management, Inc.	362,347	CHF 14.9m	0.67%	no data
0.23%	Baring Asset Management Limited	338,171	CHF 13.9m	0%	0.18%
0.18%	BCV Asset Management	255,409	CHF 10.5m	6.45%	0.23%
0.16%	Deka Investment GmbH	229,390	CHF 9.4m	-0.13%	0.01%
0.15%	Goldman Sachs Asset Management, L.P.	214,392	CHF 8.8m	51.9%	no data
0.15%	RWC Asset Management LLP	210,226	CHF 8.6m	0%	0.32%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/02/06 18:58
End of Day Share Price	2025/02/06 00:00
Earnings	2024/06/30
Annual Earnings	2023/12/31

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.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 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 Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 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 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

Avolta AG is covered by 35 analysts. 13 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Mariano Szachtman	Banco Santander
Carlos Javier Treviño Peinador	Banco Santander
Michael Foeth	Bank Vontobel AG