With 76% ownership, Grupo Carso, S.A.B. de C.V. (BMV:GCARSOA1) insiders have a lot riding on the company's future

Key Insights

• Grupo Carso. de's significant insider ownership suggests inherent interests in company's expansion
• Carlos Slim Helu owns 76% of the company
• Using data from analyst forecasts alongside ownership research, one can better assess the future performance of a company

A look at the shareholders of Grupo Carso, S.A.B. de C.V. (BMV:GCARSOA1) can tell us which group is most powerful. With 76% stake, individual insiders possess the maximum shares in the company. In other words, the group stands to gain the most (or lose the most) from their investment into the company.

So it follows, every decision made by insiders of Grupo Carso. de regarding the company's future would be crucial to them.

Let's take a closer look to see what the different types of shareholders can tell us about Grupo Carso. de.

See our latest analysis for Grupo Carso. de

What Does The Institutional Ownership Tell Us About Grupo Carso. de?

Many institutions measure their performance against an index that approximates the local market. So they usually pay more attention to companies that are included in major indices.

We can see that Grupo Carso. de does have institutional investors; and they hold a good portion of the company's stock. This implies the analysts working for those institutions have looked at the stock and they like it. But just like anyone else, they could be wrong. It is not uncommon to see a big share price drop if two large institutional investors try to sell out of a stock at the same time. So it is worth checking the past earnings trajectory of Grupo Carso. de, (below). Of course, keep in mind that there are other factors to consider, too.

Grupo Carso. de is not owned by hedge funds. Carlos Slim Helu is currently the largest shareholder, with 76% of shares outstanding. This essentially means that they have extensive influence, if not outright control, over the future of the corporation. With 2.2% and 1.4% of the shares outstanding respectively, Operadora Inbursa de Fondos de Inversión, SA de C.V., Grupo Financiero Inbursa and BlackRock, Inc. are the second and third largest shareholders.

Researching institutional ownership is a good way to gauge and filter a stock's expected performance. The same can be achieved by studying analyst sentiments. There are a reasonable number of analysts covering the stock, so it might be useful to find out their aggregate view on the future.

Insider Ownership Of Grupo Carso. de

While the precise definition of an insider can be subjective, almost everyone considers board members to be insiders. Management ultimately answers to the board. However, it is not uncommon for managers to be executive board members, especially if they are a founder or the CEO.

Most consider insider ownership a positive because it can indicate the board is well aligned with other shareholders. However, on some occasions too much power is concentrated within this group.

Our most recent data indicates that insiders own the majority of Grupo Carso, S.A.B. de C.V.. This means they can collectively make decisions for the company. Given it has a market cap of Mex$331b, that means insiders have a whopping Mex$250b worth of shares in their own names. Most would be pleased to see the board is investing alongside them. You may wish to discover if they have been buying or selling.

General Public Ownership

With a 19% ownership, the general public, mostly comprising of individual investors, have some degree of sway over Grupo Carso. de. While this size of ownership may not be enough to sway a policy decision in their favour, they can still make a collective impact on company policies.

Next Steps:

While it is well worth considering the different groups that own a company, there are other factors that are even more important. For example, we've discovered 2 warning signs for Grupo Carso. de that you should be aware of before investing here.

If you are like me, you may want to think about whether this company will grow or shrink. Luckily, you can check this free report showing analyst forecasts for its future.

NB: Figures in this article are calculated using data from the last twelve months, which refer to the 12-month period ending on the last date of the month the financial statement is dated. This may not be consistent with full year annual report figures.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.