Heartland Group Holdings Limited

NZSE:HGH Stock Report

Market Cap: NZ$937.4m

Heartland Group Holdings Ownership

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

Recent Insider Transactions

NZSE:HGH Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
30 Aug 24BuyNZ$5,869Robert BellIndividual5,400NZ$1.09
04 Jul 24BuyNZ$295,290Accident Compensation Corporation, Asset Management ArmCompany300,000NZ$0.98
04 Jul 24SellNZ$657,527Accident Compensation Corporation, Asset Management ArmCompany673,282NZ$0.98
21 Jun 24BuyNZ$35,902,158Accident Compensation Corporation, Asset Management ArmCompany34,194,450NZ$1.05
21 Jun 24SellNZ$2,873,473Accident Compensation Corporation, Asset Management ArmCompany2,590,274NZ$1.11
01 May 24BuyNZ$32,032Geoffrey SummerhayesIndividual30,000NZ$1.07
26 Apr 24BuyNZ$1,962,828First NZ Capital Ltd., Asset Management ArmCompany1,894,414NZ$1.05
26 Apr 24BuyNZ$77,281Harbour Asset Management LimitedCompany72,984NZ$1.06
26 Apr 24SellNZ$929,222First NZ Capital Ltd., Asset Management ArmCompany864,628NZ$1.08
26 Apr 24SellNZ$405,589Harbour Asset Management LimitedCompany379,506NZ$1.07
26 Apr 24BuyNZ$48,634Bruce IrvineIndividual48,634NZ$1.00
26 Apr 24BuyNZ$320,000Christopher Patrick FloodIndividual320,000NZ$1.00
26 Apr 24BuyNZ$350,440Jeffrey GreensladeIndividual350,440NZ$1.00
26 Apr 24BuyNZ$25,289Edward HarveyIndividual25,289NZ$1.00
26 Apr 24BuyNZ$34,416Andrew DixsonIndividual34,416NZ$1.00
26 Apr 24BuyNZ$31,558Kathryn MitchellIndividual31,558.29NZ$1.00
26 Apr 24BuyNZ$41,464Shelley RuhaIndividual41,464NZ$1.00
26 Apr 24BuyNZ$155,570Mary IrvineIndividual155,570NZ$1.00
16 Apr 24BuyNZ$5,838Geoffrey SummerhayesIndividual5,838NZ$1.00
15 Apr 24BuyNZ$13,999,997Gregory TomlinsonIndividual14,000,000NZ$1.00

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of HGH?
Owner TypeNumber of SharesOwnership Percentage
Company Controlled Foundation6,504,2660.694%
Private Companies17,694,2241.89%
Individual Insiders105,486,09311.3%
Institutions175,395,02818.7%
General Public632,339,66867.5%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 31.1%.

Top Shareholders

Top 25 shareholders own 32.24% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
8.89%
Gregory Tomlinson
83,335,936NZ$83.3m0%no data
4.25%
Jarden Wealth Limited
39,844,787NZ$39.8m0%no data
4.16%
Accident Compensation Corporation, Asset Management Arm
39,042,231NZ$39.0m-16.7%0.77%
1.9%
Smartshares Ltd.
17,817,252NZ$17.8m23.1%0.29%
1.62%
Milford Funds Limited
15,218,382NZ$15.2m0%1.51%
1.6%
Philip Carter
14,972,472NZ$15.0m24.6%no data
1.3%
Dimensional Fund Advisors LP
12,161,682NZ$12.2m0.26%no data
1.1%
Milford Asset Management, LTD
10,285,237NZ$10.3m0%0.11%
0.97%
Jns Capital Limited
9,137,180NZ$9.1m0%no data
0.95%
Public Trust of New Zealand, Asset Management Arm
8,888,636NZ$8.9m38.3%1.23%
0.91%
Onepoto Investments Holdings Limited
8,557,044NZ$8.6m0%no data
0.7%
Harbour Asset Management Limited
6,527,983NZ$6.5m0%0.35%
0.69%
Heartland Trust, Endowment Arm
6,504,266NZ$6.5m0%100.0%
0.51%
Bank Of New Zealand, Asset Management Arm
4,779,227NZ$4.8m0%0.77%
0.47%
Salt Funds Management Limited
4,406,768NZ$4.4m0%4.58%
0.4%
Salt Investment Funds Limited
3,787,240NZ$3.8m0%5.76%
0.32%
Norges Bank Investment Management
2,989,949NZ$3.0m0%no data
0.28%
Jeffrey Greenslade
2,650,954NZ$2.7m0%no data
0.28%
Trust Investments Management Limited
2,597,160NZ$2.6m59.7%0.98%
0.27%
Macquarie Asset Management Public Investments (N.Z.) Limited
2,542,914NZ$2.5m233%0.42%
0.23%
Christopher Patrick Flood
2,182,066NZ$2.2m0%no data
0.21%
BlackRock, Inc.
1,945,586NZ$1.9m-10.3%no data
0.083%
Forsyth Barr Investment Management Limited
776,761NZ$776.7k47.8%0.04%
0.073%
Mary Irvine
688,399NZ$688.4k0%no data
0.062%
Aspiring Asset Management Limited
584,710NZ$584.7k0%0.12%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/31 02:48
End of Day Share Price 2024/12/31 00:00
Earnings2024/06/30
Annual Earnings2024/06/30

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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

Heartland Group Holdings Limited is covered by 6 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Wade GardinerDeutsche Bank
Andrew Harvey-GreenForsyth Barr Group Ltd.
Adrian AllbonJarden Limited