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
21 Nov 24	SellUK£339,460	Catherine Michel	Individual	12,683	UK£26.77
21 Nov 24	SellUK£1,323,990	Jennifer Ward	Individual	50,000	UK£26.48
28 Aug 24	SellUK£335,865	Catherine Michel	Individual	13,110	UK£25.62
23 Jul 24	SellUK£181,673	Marc Ronchetti	Individual	6,958	UK£26.11
23 Jul 24	SellUK£104,074	Jennifer Ward	Individual	3,986	UK£26.11

Insider Trading Volume

Insider Buying: HLMA insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of HLMA?
Owner Type	Number of Shares	Ownership Percentage
Public Companies	68,953	0.0183%
Private Companies	181,135	0.048%
Individual Insiders	254,718	0.0674%
State or Government	273,034	0.0723%
Employee Share Scheme	3,538,390	0.937%
General Public	37,226,576	9.86%
Institutions	336,140,321	89%

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

Top Shareholders

Top 25 shareholders own 47.91% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
8.9%	BlackRock, Inc.	33,623,569	UK£903.8m	-0.82%	0.02%
4.85%	The Vanguard Group, Inc.	18,311,481	UK£492.2m	1.35%	0.01%
3.14%	FMR LLC	11,871,931	UK£319.1m	14.3%	0.02%
2.12%	Rathbones Investment Management Limited	8,019,654	UK£215.6m	-2.57%	0.69%
2.1%	Comgest S.A.	7,933,453	UK£213.3m	-11.9%	1.2%
1.94%	UBS Asset Management AG	7,343,808	UK£197.4m	28.3%	0.02%
1.83%	Norges Bank Investment Management	6,898,340	UK£185.4m	-3.86%	0.02%
1.78%	Legal & General Investment Management Limited	6,739,334	UK£181.2m	-3.18%	0.04%
1.74%	State Street Global Advisors, Inc.	6,584,605	UK£177.0m	2.39%	0.01%
1.7%	Capital Research and Management Company	6,401,846	UK£172.1m	6.57%	0.01%
1.67%	Allianz Asset Management GmbH	6,294,169	UK£169.2m	6.44%	0.09%
1.61%	Amundi Asset Management SAS	6,073,792	UK£163.3m	-15.3%	0.04%
1.56%	William Blair Investment Management, LLC	5,901,219	UK£158.6m	2.31%	0.24%
1.5%	Investec Wealth & Investment Limited	5,676,486	UK£152.6m	-2.33%	1.78%
1.32%	GIC Private Limited	4,967,982	UK£133.5m	0.81%	0.34%
1.29%	Loomis Sayles & Company, L.P.	4,863,441	UK£130.7m	33.8%	0.2%
1.15%	Mackenzie Financial Corporation	4,325,403	UK£116.3m	-1.15%	0.16%
1.02%	Natixis Investment Managers International	3,843,095	UK£103.3m	-2.88%	0.54%
0.99%	Liontrust Asset Management PLC	3,745,337	UK£100.7m	12.6%	0.54%
0.99%	HSBC Global Asset Management (UK) Limited	3,740,880	UK£100.6m	-5.3%	0.05%
0.98%	Barclays PLC Private Banking & Investment Banking Investment	3,706,524	UK£99.6m	1.49%	0.08%
0.95%	Charles Stanley & Co. Ltd, Asset Management Arm	3,578,581	UK£96.2m	-3.2%	1.04%
0.95%	AllianceBernstein L.P.	3,572,318	UK£96.0m	-0.22%	0.04%
0.94%	Halma plc, Performance Share Plan	3,538,390	UK£95.1m	-1.67%	no data
0.9%	Morgan Stanley Investment Management Inc.	3,382,061	UK£90.9m	-3.1%	0.09%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/30 15:35
End of Day Share Price	2024/12/30 00:00
Earnings	2024/09/30
Annual Earnings	2024/03/31

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 here.

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 .

Analyst Sources

Halma plc is covered by 35 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
Michael Blogg	Arbuthnot Securities Limited
Christopher Thomas	Arden Partners Plc.
Richard Paige	Barclays