PHINIA Ownership

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

Recent Insider Transactions

BMV:PHIN * Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
12 Dec 24	BuyMex$79,754	Robin Kendrick	Individual	74	Mex$1,077.76
12 Sep 24	BuyMex$77,221	Robin Kendrick	Individual	86	Mex$897.92
28 Aug 24	SellMex$836,404	Michael Coetzee	Individual	900	Mex$929.34
12 Aug 24	SellMex$4,150,026	Neil Fryer	Individual	5,090	Mex$815.33
13 Jun 24	BuyMex$72,035	Robin Kendrick	Individual	94.49	Mex$762.36
07 Jun 24	SellMex$1,464,377	Robert Boyle	Individual	1,827.72	Mex$801.21
09 May 24	SellMex$1,812,636	Christopher Gustanski	Individual	2,500	Mex$725.05
02 May 24	SellMex$284,117	Sebastian Dori	Individual	409	Mex$694.66
15 Mar 24	BuyMex$2,124	Neil Fryer	Individual	3.38	Mex$629.37

Insider Trading Volume

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

Ownership Breakdown

What is the ownership structure of PHIN *?
Owner Type	Number of Shares	Ownership Percentage
State or Government	55,943	0.128%
Individual Insiders	763,378	1.75%
Hedge Funds	2,272,842	5.2%
Institutions	40,635,990	92.9%

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

Top Shareholders

Top 25 shareholders own 77.25% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
15.7%	BlackRock, Inc.	6,612,329	Mex$6.7b	-1.27%	no data
11.8%	The Vanguard Group, Inc.	4,981,021	Mex$5.1b	-4.13%	no data
5.4%	Millennium Management LLC	2,272,842	Mex$2.3b	20.3%	0.09%
4.27%	Dimensional Fund Advisors LP	1,794,706	Mex$1.8b	36.2%	0.01%
4.25%	State Street Global Advisors, Inc.	1,788,287	Mex$1.8b	-0.58%	no data
3.36%	American Century Investment Management Inc	1,414,155	Mex$1.4b	8.51%	0.03%
3.35%	First Trust Advisors LP	1,408,244	Mex$1.4b	10.3%	0.05%
2.56%	Voss Capital, LP	1,075,000	Mex$1.1b	114%	3.79%
2.55%	Skagen AS	1,074,295	Mex$1.1b	0%	0.64%
2.47%	Norges Bank Investment Management	1,040,294	Mex$1.1b	0%	no data
2.42%	Jacobs Levy Equity Management Inc	1,016,602	Mex$1.0b	10.4%	0.18%
2.42%	Geode Capital Management, LLC	1,016,468	Mex$1.0b	-3.34%	no data
1.87%	LSV Asset Management	785,317	Mex$800.6m	0.61%	0.07%
1.81%	Charles Schwab Investment Management, Inc.	763,037	Mex$777.9m	-0.16%	0.01%
1.59%	Bridgeway Capital Management, LLC	667,017	Mex$680.0m	1.77%	0.51%
1.44%	Medina Value Partners, LLC	606,778	Mex$618.6m	-8.29%	11.21%
1.41%	Ion Asset Management	592,684	Mex$604.2m	-13.7%	1.83%
1.32%	Invesco Capital Management LLC	553,564	Mex$564.3m	28.2%	0.01%
1.25%	Goldman Sachs Group, Investment Banking and Securities Investments	524,848	Mex$535.0m	71.4%	0.01%
1.19%	JP Morgan Asset Management	498,416	Mex$508.1m	-3.15%	no data
1.06%	Northern Trust Global Investments	447,492	Mex$456.2m	61.7%	no data
0.95%	BNY Asset Management	398,290	Mex$406.0m	-16.9%	no data
0.94%	Morgan Stanley, Investment Banking and Brokerage Investments	395,333	Mex$403.0m	-36.9%	no data
0.94%	Goldman Sachs Asset Management, L.P.	393,454	Mex$401.1m	-20.8%	no data
0.88%	Advisory Research, Inc.	370,450	Mex$377.6m	19.1%	3.12%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/02/17 09:14
End of Day Share Price	2025/02/13 00:00
Earnings	2024/12/31
Annual Earnings	2024/12/31

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

PHINIA Inc. is covered by 4 analysts. 4 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
James Picariello	BNP Paribas Exane
Thomas Scholl	BNP Paribas Exane
Adam Jonas	Morgan Stanley