SM Investments Ownership

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

Recent Insider Transactions

PSE:SM Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
07 Oct 24	Sell₱6,030,000	Harley Sy	Individual		6,000	₱1,005.00
24 Sep 24	Sell₱22,514,520	Harley Sy	Individual		22,620	₱996.00

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 SM?
Owner Type	Number of Shares	Ownership Percentage
Public Companies	194,981	0.0159%
Private Companies	112,923,800	9.19%
Institutions	127,285,453	10.4%
General Public	451,225,283	36.7%
Individual Insiders	536,995,903	43.7%

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

Top Shareholders

Top 25 shareholders own 62.01% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
8.54%	Hans Sy	104,915,706	₱93.2b	0%	no data
8.07%	Herbert Sy	99,093,995	₱88.0b	0%	no data
7.57%	Harley Sy	92,985,298	₱82.6b	0%	no data
7%	Teresita Sy-Coson	85,947,685	₱76.3b	0%	no data
6.28%	Elizabeth Sy	77,159,344	₱68.5b	0%	no data
6.26%	Henry Sy	76,878,370	₱68.3b	0%	no data
3.84%	Syntrix Holdings, Inc.	47,203,180	₱41.9b	0.36%	no data
2.31%	Sysmart Corp.	28,433,972	₱25.2b	6.57%	no data
2.22%	Tansmart Corporation	27,285,000	₱24.2b	0%	no data
1.83%	Henry Sy Foundation, Endowment Arm	22,500,000	₱20.0b	0%	no data
1.6%	Invesco Ltd.	19,669,596	₱17.5b	-0.26%	0.09%
0.92%	RBC Global Asset Management Inc.	11,273,627	₱10.0b	2.07%	0.11%
0.92%	Felicidad T Sy Foundation Inc, Endowment Arm	11,250,000	₱10.0b	0%	no data
0.81%	Cantibleu Corporation	10,000,000	₱8.9b	0%	no data
0.8%	T. Rowe Price Group, Inc.	9,783,216	₱8.7b	2.24%	0.01%
0.77%	BPI Investment Management Inc.	9,413,057	₱8.4b	0%	14.47%
0.54%	BlackRock, Inc.	6,631,932	₱5.9b	1.59%	no data
0.38%	Norges Bank Investment Management	4,637,186	₱4.1b	0%	0.01%
0.35%	Capital Research and Management Company	4,340,542	₱3.9b	-7.84%	no data
0.28%	Schroder Investment Management (Singapore) Ltd.	3,470,460	₱3.1b	0%	0.33%
0.22%	FMR LLC	2,665,230	₱2.4b	1.07%	no data
0.15%	Geode Capital Management, LLC	1,893,176	₱1.7b	5.08%	no data
0.14%	Massachusetts Financial Services Company	1,719,520	₱1.5b	-0.43%	0.01%
0.13%	Schroder Investment Management Limited	1,552,168	₱1.4b	0%	0.01%
0.095%	BPI Asset Management and Trust Corporation	1,168,700	₱1.0b	0%	12.21%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/05/02 19:14
End of Day Share Price	2025/05/02 00:00
Earnings	2024/12/31
Annual Earnings	2024/12/31

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.

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 Github.

Analyst Sources

SM Investments Corporation is covered by 18 analysts. 8 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
Russ Toribio	BofA Global Research
Edser Trinidad	CGS International
Preenapa Detchsri	Citigroup Inc