Halma Ownership

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

Recent Insider Transactions

LSE:HLMA Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
26 Jun 26	SellUK£471,097	Jennifer Ward	Individual	11,975	UK£39.34
22 Jun 26	SellUK£693,345	Constance Baroudel	Individual	17,530	UK£39.55
15 Jun 26	BuyUK£10,074	Sharmila Nebhrajani	Individual	248	UK£40.75
25 Sep 25	SellUK£507,183	Jennifer Ward	Individual	15,000	UK£33.81

Insider Trading Volume

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

Ownership Breakdown

What is the ownership structure of HLMA?
Owner Type	Number of Shares	Ownership Percentage
Public Companies	62,166	0.0165%
Private Companies	286,321	0.0758%
Individual Insiders	373,367	0.0989%
State or Government	393,288	0.104%
Employee Share Scheme	3,387,814	0.897%
General Public	38,624,632	10.2%
Institutions	334,550,687	88.6%

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

Top Shareholders

Top 25 shareholders own 50.69% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
10.6%	BlackRock, Inc.	39,903,296	UK£1.4b	6.68%	0.02%
5.15%	Capital Research and Management Company	19,457,623	UK£705.9m	202%	0.04%
3.67%	FMR LLC	13,879,108	UK£503.5m	1.45%	0.03%
3.16%	Vanguard Capital Management, LLC	11,927,853	UK£432.7m	0.23%	0.01%
2.81%	Rathbones Investment Management Limited	10,626,550	UK£385.5m	-5.52%	0.88%
2.41%	Norges Bank Investment Management	9,106,834	UK£330.4m	5.76%	0.03%
2.14%	Amundi Asset Management SAS	8,079,441	UK£293.1m	-10.2%	0.05%
1.81%	Walter Scott & Partners Limited	6,817,222	UK£247.3m	3.28%	0.94%
1.68%	State Street Global Advisors, Inc.	6,351,554	UK£230.4m	1.64%	0.01%
1.61%	Legal & General Investment Management Limited	6,073,592	UK£220.4m	0.56%	0.05%
1.57%	GIC Private Limited	5,926,389	UK£215.0m	1.36%	0.4%
1.46%	UBS Asset Management AG	5,510,564	UK£199.9m	-4.01%	0.02%
1.18%	HSBC Global Asset Management (UK) Limited	4,467,957	UK£162.1m	-4.35%	0.06%
1.17%	Vanguard Asset Management, Limited	4,400,550	UK£159.7m	2.31%	0.07%
1.16%	Aberdeen Group Plc	4,390,924	UK£159.3m	-1.51%	0.1%
1.13%	Allianz Asset Management GmbH	4,285,713	UK£155.5m	-7.14%	0.17%
0.97%	Société Générale Société anonyme	3,645,711	UK£132.3m	144%	0.39%
0.96%	William Blair Investment Management, LLC	3,616,310	UK£131.2m	-15.5%	0.21%
0.95%	Geode Capital Management, LLC	3,582,839	UK£130.0m	-2.43%	0.01%
0.92%	Pictet Asset Management Limited	3,456,807	UK£125.4m	-0.47%	0.11%
0.91%	Atalan Capital Partners, LP	3,448,700	UK£125.1m	-0.42%	9.59%
0.9%	Halma plc, Performance Share Plan	3,387,814	UK£122.9m	-4.9%	no data
0.87%	Vanguard Fiduciary Trust Company	3,301,661	UK£119.8m	2.36%	0.02%
0.78%	Raymond James Wealth Management Limited	2,956,942	UK£107.3m	-3.72%	1.01%
0.75%	Mainstream Group Holdings Limited	2,848,255	UK£103.3m	59.8%	23.79%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2026/07/16 17:51
End of Day Share Price	2026/07/16 00:00
Earnings	2026/03/31
Annual Earnings	2026/03/31

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

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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

Halma plc is covered by 25 analysts. 15 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
Jonathan Hurn	Barclays
Richard Paige	Barclays
Andrew Simms	Berenberg