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	Shares	Max Price
02 Apr 24	Sell₱7,408,280	Harley Sy	Individual	7,380	₱1,006.00
14 Mar 24	Sell₱32,239,300	Harley Sy	Individual	32,340	₱1,002.00
12 Mar 24	Sell₱147,921,602	Harley Sy	Individual	150,000	₱995.00
08 Mar 24	Sell₱78,175,749	Harley Sy	Individual	80,000	₱979.50
05 Mar 24	Sell₱114,200,500	Harley Sy	Individual	120,000	₱963.00
14 Sep 23	Buy₱871,807	Ramon Lopez	Individual	1,080	₱812.72
26 Jul 23	Sell₱7,490,827	Harley Sy	Individual	8,000	₱937.50
20 Jul 23	Sell₱26,620,651	Harley Sy	Individual	28,170	₱945.00
17 Jul 23	Sell₱2,345,090	Harley Sy	Individual	2,490	₱942.00
14 Jul 23	Sell₱78,994,886	Harley Sy	Individual	83,460	₱946.50
06 Jul 23	Sell₱15,522,896	Harley Sy	Individual	16,540	₱945.13
30 Jun 23	Sell₱93,010,281	Harley Sy	Individual	100,000	₱930.10
05 Jun 23	Sell₱42,222,000	Harley Sy	Individual	45,400	₱930.00
31 May 23	Sell₱69,582,198	Harley Sy	Individual	75,070	₱929.00
26 May 23	Sell₱23,077,503	Harley Sy	Individual	24,930	₱930.83

Insider Buying: SM insiders have only sold shares in the past 3 months.

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

Top 25 shareholders own 61.46% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
8.59%	Hans Sy	104,915,706	₱98.8b	0%	no data
8.11%	Herbert Sy	99,093,995	₱93.3b	0%	no data
7.61%	Harley Sy	93,013,918	₱87.6b	-0.42%	no data
7.03%	Teresita Sy-Coson	85,947,685	₱81.0b	0%	no data
6.31%	Elizabeth Sy	77,159,344	₱72.7b	0%	no data
6.29%	Henry Sy	76,878,370	₱72.4b	0%	no data
3.85%	Syntrix Holdings, Inc.	47,032,000	₱44.3b	1.71%	no data
2.32%	Sysmart Corp.	28,365,152	₱26.7b	0%	no data
2.23%	Tansmart Corporation	27,285,000	₱25.7b	0%	no data
1.84%	Henry Sy Foundation, Endowment Arm	22,500,000	₱21.2b	0%	no data
1.61%	Invesco Ltd.	19,729,171	₱18.6b	9.15%	0.09%
0.92%	Felicidad T Sy Foundation Inc, Endowment Arm	11,250,000	₱10.6b	0%	no data
0.83%	RBC Global Asset Management Inc.	10,154,547	₱9.6b	9.74%	0.11%
0.76%	BPI Investment Management Inc.	9,337,797	₱8.8b	0%	14.87%
0.69%	T. Rowe Price Group, Inc.	8,394,899	₱7.9b	11.9%	0.01%
0.56%	BlackRock, Inc.	6,883,553	₱6.5b	7.87%	no data
0.32%	JP Morgan Asset Management	3,898,360	₱3.7b	2.35%	0.01%
0.32%	Norges Bank Investment Management	3,865,121	₱3.6b	174%	0.01%
0.31%	Sun Life Asset Management Company, Inc.	3,754,934	₱3.5b	0%	13.05%
0.24%	abrdn plc	2,929,700	₱2.8b	0%	0.04%
0.22%	FMR LLC	2,720,702	₱2.6b	-0.03%	no data
0.17%	Franklin Resources, Inc.	2,092,530	₱2.0b	-2.04%	0.01%
0.13%	Massachusetts Financial Services Company	1,536,610	₱1.4b	807%	0.01%
0.099%	BPI Asset Management and Trust Corporation	1,209,570	₱1.1b	0%	13.13%
0.092%	Geode Capital Management, LLC	1,122,052	₱1.1b	5.31%	no data