Organización Soriana, S. A. B. de C. V.'s (BMV:SORIANAB) top owners are retail investors with 56% stake, while 37% is held by insiders

Key Insights

• The considerable ownership by retail investors in Organización Soriana S. A. B. de C. V indicates that they collectively have a greater say in management and business strategy
• 44% of the business is held by the top 10 shareholders
• Insiders own 37% of Organización Soriana S. A. B. de C. V

Every investor in Organización Soriana, S. A. B. de C. V. (BMV:SORIANAB) should be aware of the most powerful shareholder groups. The group holding the most number of shares in the company, around 56% to be precise, is retail investors. Put another way, the group faces the maximum upside potential (or downside risk).

Meanwhile, individual insiders make up 37% of the company’s shareholders. Large companies usually have institutions as shareholders, and we usually see insiders owning shares in smaller companies.

Let's take a closer look to see what the different types of shareholders can tell us about Organización Soriana S. A. B. de C. V.

View our latest analysis for Organización Soriana S. A. B. de C. V

What Does The Institutional Ownership Tell Us About Organización Soriana S. A. B. de C. V?

Institutional investors commonly compare their own returns to the returns of a commonly followed index. So they generally do consider buying larger companies that are included in the relevant benchmark index.

We can see that Organización Soriana S. A. B. de C. V 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. When multiple institutions own a stock, there's always a risk that they are in a 'crowded trade'. When such a trade goes wrong, multiple parties may compete to sell stock fast. This risk is higher in a company without a history of growth. You can see Organización Soriana S. A. B. de C. V's historic earnings and revenue below, but keep in mind there's always more to the story.

We note that hedge funds don't have a meaningful investment in Organización Soriana S. A. B. de C. V. The company's CEO Ricardo Martin Bringas is the largest shareholder with 8.2% of shares outstanding. The second and third largest shareholders are Armando Martin Soberon and Gerardo Martin Soberon, with an equal amount of shares to their name at 7.3%.

On studying our ownership data, we found that 10 of the top shareholders collectively own less than 50% of the share register, implying that no single individual has a majority interest.

While studying institutional ownership for a company can add value to your research, it is also a good practice to research analyst recommendations to get a deeper understand of a stock's expected performance. Quite a few analysts cover the stock, so you could look into forecast growth quite easily.

Insider Ownership Of Organización Soriana S. A. B. de C. V

While the precise definition of an insider can be subjective, almost everyone considers board members to be insiders. Company management run the business, but the CEO will answer to the board, even if he or she is a member of it.

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 a reasonable proportion of Organización Soriana, S. A. B. de C. V.. Insiders own Mex$23b worth of shares in the Mex$62b company. That's quite meaningful. Most would be pleased to see the board is investing alongside them. You may wish to access this free chart showing recent trading by insiders.

General Public Ownership

The general public, who are usually individual investors, hold a substantial 56% stake in Organización Soriana S. A. B. de C. V, suggesting it is a fairly popular stock. This size of ownership gives investors from the general public some collective power. They can and probably do influence decisions on executive compensation, dividend policies and proposed business acquisitions.

Next Steps:

While it is well worth considering the different groups that own a company, there are other factors that are even more important.

I like to dive deeper into how a company has performed in the past. You can access this interactive graph of past earnings, revenue and cash flow, for free.

If you would prefer discover what analysts are predicting in terms of future growth, do not miss this free report on analyst forecasts.

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.