Hallenstein Glasson Holdings Ownership

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

Recent Insider Transactions

NZSE:HLG Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
25 Nov 24	SellNZ$154,927	Three Lamps Share Investment Club	Company	20,700	NZ$7.63
19 Jun 24	BuyNZ$1,999,996	James Glasson	Individual	373,831	NZ$5.35
19 Jun 24	SellNZ$1,999,996	Timothy Glasson	Individual	373,831	NZ$5.35
10 Jun 24	SellNZ$898,800	Timothy Glasson	Individual	168,000	NZ$5.35
18 Mar 24	SellNZ$148,365	Stuart Duncan	Individual	25,000	NZ$6.10

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 HLG?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	968,973	1.62%
Institutions	4,773,406	8%
Individual Insiders	12,867,785	21.6%
General Public	41,038,897	68.8%

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

Top Shareholders

Top 25 shareholders own 31.2% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
19.1%	Timothy Glasson	11,408,757	NZ$94.7m	0%	no data
3.18%	Accident Compensation Corporation, Asset Management Arm	1,897,838	NZ$15.8m	22.9%	0.32%
1.72%	Smartshares Ltd.	1,028,757	NZ$8.5m	-2%	0.14%
1.3%	Dimensional Fund Advisors LP	775,673	NZ$6.4m	1.05%	no data
1.27%	FMR LLC	755,259	NZ$6.3m	29.7%	no data
0.95%	Hickman Family Trustees Limited	565,000	NZ$4.7m	0%	no data
0.86%	James Glasson	515,064	NZ$4.3m	0%	no data
0.84%	Joanna Hickman	500,000	NZ$4.2m	100%	no data
0.38%	Gmh 38 Investments Limited	225,875	NZ$1.9m	0%	no data
0.34%	Graeme Popplewell	203,604	NZ$1.7m	0%	no data
0.3%	Albany Braithwaite Holdings Limited	178,098	NZ$1.5m	7.06%	no data
0.24%	Macquarie Asset Management Public Investments (N.Z.) Limited	143,750	NZ$1.2m	156%	0.2%
0.15%	Juliet Wensley	87,500	NZ$726.2k	0%	no data
0.15%	David Wensley	87,500	NZ$726.2k	0%	no data
0.081%	AXA Investment Managers S.A.	48,253	NZ$400.5k	0%	no data
0.077%	Russell Investment Management, LLC	45,816	NZ$380.3k	52.5%	no data
0.052%	Eaton Vance Management	31,147	NZ$258.5k	0%	no data
0.05%	Sandra Vincent	29,600	NZ$245.7k	0%	no data
0.046%	Acadian Asset Management LLC	27,247	NZ$226.2k	0%	no data
0.043%	Stuart Duncan	25,760	NZ$213.8k	0%	no data
0.019%	LSV Asset Management	11,299	NZ$93.8k	0%	no data
0.017%	Malcolm Ford	10,000	NZ$83.0k	0%	no data
0.0072%	AMP Capital Investors Limited	4,310	NZ$35.8k	0%	0.11%
0.0057%	American Century Investment Management Inc	3,392	NZ$28.2k	0%	no data
0.0011%	Fidelity International Ltd	665	NZ$5.5k	0%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/21 10:53
End of Day Share Price	2024/12/20 00:00
Earnings	2024/08/01
Annual Earnings	2024/08/01

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

Hallenstein Glasson Holdings Limited is covered by 9 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
Adam Indikt	Credit Suisse
Mohandeep Singh	Deutsche Bank
Bei Margaret	Forsyth Barr Group Ltd.