Investor Ownership

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

Recent Insider Transactions

BMV:INVEB N Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
20 Dec 24	BuyMex$1,311,271	Daniel Nodhall	Individual	2,500	Mex$524.51
19 Jul 24	BuyMex$742,553	Jacob Lund	Individual	1,500	Mex$495.04
23 May 24	BuyMex$2,126,376	Helena Saxon	Individual	4,774	Mex$445.41

Insider Trading Volume

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

Ownership Breakdown

What is the ownership structure of INVEB N?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	24,000	0.000783%
Individual Insiders	5,334,124	0.174%
General Public	1,035,960,595	33.8%
Institutions	2,022,033,563	66%

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

Top Shareholders

Top 25 shareholders own 61.81% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
20%	The Knut and Alice Wallenberg Foundation, Endowment Arm	613,740,024	Mex$212.5b	0%	100.0%
4.5%	AMF Fonder AB	137,885,664	Mex$47.7b	0%	8.66%
4.45%	The Vanguard Group, Inc.	136,287,567	Mex$47.2b	0.46%	0.06%
4.01%	BlackRock, Inc.	122,831,017	Mex$42.5b	-0.83%	0.05%
4.01%	Alecta Pensionsförsäkring, ömsesidigt	122,748,005	Mex$42.5b	0%	6.83%
3.91%	SEB Investment Management AB	119,927,368	Mex$41.5b	4.32%	5.58%
3.62%	Norges Bank Investment Management	110,795,572	Mex$38.4b	0%	0.23%
2.85%	First Eagle Investment Management, LLC	87,403,943	Mex$30.3b	0%	2.62%
2.3%	Skandinaviska Enskilda Banken AB, Private Banking, Investment Banking, and Insurance Arm	70,580,103	Mex$24.4b	0%	32.07%
1.9%	Marianne And Marcus Wallenberg's Foundation, Endowment Arm	58,305,302	Mex$20.2b	0%	100.0%
1.73%	Swedbank Robur Fonder AB	53,066,530	Mex$18.4b	0%	1.01%
1.64%	Spiltan Fonder AB	50,313,316	Mex$17.4b	0%	17.12%
0.86%	Första AP-fonden	26,395,278	Mex$9.1b	0%	2.63%
0.71%	SPP Fonder AB	21,711,659	Mex$7.5b	0%	1.85%
0.7%	Xact Kapitalförvaltning AB	21,522,811	Mex$7.5b	0%	3.24%
0.64%	FMR LLC	19,552,777	Mex$6.8b	2.55%	0.03%
0.62%	Carnegie Fonder AB	19,000,015	Mex$6.6b	0%	8.0%
0.62%	Nordea Investment Management AB	18,890,041	Mex$6.5b	0%	0.3%
0.5%	Länsförsäkringar Fondförvaltning Aktiebolag	15,220,111	Mex$5.3b	0%	1.47%
0.48%	Third Swedish National Pension Fund	14,796,500	Mex$5.1b	0%	1.72%
0.43%	Geode Capital Management, LLC	13,320,114	Mex$4.6b	-20.3%	0.03%
0.43%	Handelsbanken Asset Management	13,042,777	Mex$4.5b	0%	0.47%
0.33%	Invesco Ltd.	10,239,511	Mex$3.5b	68.9%	0.06%
0.31%	XACT Fonder AB	9,564,942	Mex$3.3b	0%	2.57%
0.21%	Charles Schwab Investment Management, Inc.	6,312,972	Mex$2.2b	0.64%	0.03%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2023/06/13 04:18
End of Day Share Price	2023/03/16 00:00
Earnings	2023/03/31
Annual Earnings	2022/12/31

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 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

Investor AB (publ) is covered by 18 analysts. 2 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
Rickard Henze	ABG Sundal Collier
Pierre-Yves Gauthier	AlphaValue
Alexandre Tissieres	BofA Global Research