QuidelOrtho Ownership

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

Recent Insider Transactions

BMV:QDEL1 * Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
11 Dec 24	BuyMex$5,034,001	Brian Blaser	Individual	6,033	Mex$834.41
21 Nov 24	SellMex$5,943,914,648	The Carlyle Group Inc.	Company	8,260,183	Mex$719.59
23 Jul 24	SellMex$480,224,669	The Carlyle Group Inc.	Company	717,230	Mex$669.55
23 Feb 24	BuyMex$1,707,162	Joseph Busky	Individual	2,150	Mex$794.03

Insider Trading Volume

Insider Buying: QDEL1 * insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of QDEL1 *?
Owner Type	Number of Shares	Ownership Percentage
State or Government	46,711	0.0651%
Private Companies	113,239	0.158%
Individual Insiders	3,640,544	5.07%
VC/PE Firms	12,460,183	17.4%
Institutions	55,506,773	77.3%

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

Top Shareholders

Top 25 shareholders own 81.58% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
18.7%	The Carlyle Group Inc.	12,460,183	Mex$9.7b	0%	11.67%
13.1%	T. Rowe Price Group, Inc.	8,736,349	Mex$6.8b	24.7%	0.04%
7.25%	The Vanguard Group, Inc.	4,841,410	Mex$3.8b	0.93%	no data
7.18%	BlackRock, Inc.	4,798,164	Mex$3.7b	-0.35%	no data
4.49%	Senvest Management, LLC	2,999,353	Mex$2.3b	-9.94%	4.58%
4.13%	Jack Schuler	2,758,525	Mex$2.1b	0%	no data
3.99%	ArrowMark Colorado Holdings, LLC	2,663,606	Mex$2.1b	-15.3%	1.32%
2.29%	State Street Global Advisors, Inc.	1,530,817	Mex$1.2b	4.13%	no data
1.89%	JP Morgan Asset Management	1,261,652	Mex$978.0m	2.15%	0.01%
1.74%	Burgundy Asset Management Ltd.	1,161,485	Mex$900.4m	-14%	0.46%
1.65%	Schuler Family Foundation, Endowment Arm	1,105,263	Mex$856.8m	0%	87.77%
1.47%	Rubric Capital Management LP	980,063	Mex$759.8m	231%	1.47%
1.43%	LGT Capital Partners Ltd.	954,466	Mex$739.9m	69.9%	0.39%
1.36%	Dimensional Fund Advisors LP	908,554	Mex$704.3m	144%	0.01%
1.26%	Geode Capital Management, LLC	840,318	Mex$651.4m	2.65%	no data
1.24%	Van Lanschot Kempen Investment Management N.V.	831,121	Mex$644.3m	34.8%	0.35%
1.16%	Neuberger Berman Investment Advisers LLC	777,530	Mex$602.8m	-52.1%	0.03%
1.16%	LSV Asset Management	776,674	Mex$602.1m	5.33%	0.07%
1.1%	Massachusetts Financial Services Company	737,984	Mex$572.1m	-0.16%	0.01%
0.94%	Wellington Management Group LLP	628,410	Mex$487.2m	-17.4%	no data
0.86%	Charles Schwab Investment Management, Inc.	575,473	Mex$446.1m	3.22%	no data
0.85%	Norges Bank Investment Management	569,437	Mex$441.4m	9.02%	no data
0.84%	Thrivent Investment Management Inc.	562,619	Mex$436.2m	3.01%	0.05%
0.82%	Douglas Bryant	549,415	Mex$425.9m	2.59%	no data
0.75%	Invenomic Capital Management LP	503,991	Mex$390.7m	1,220%	64.33%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/03/04 10:00
End of Day Share Price	2023/12/06 00:00
Earnings	2023/12/31
Annual Earnings	2023/12/31

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

QuidelOrtho Corporation is covered by 24 analysts. 7 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
Daniel Owczarski	Avondale Partners
Ishan Majumdar	Baptista Research
Mark Massaro	Canaccord Genuity