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
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
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

Insider Trading Volume

Insider Buying: SM insiders have only sold shares 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	0.016%
Private Companies	102,683,800	8.4%
Institutions	119,362,604	9.77%
General Public	462,786,049	37.9%
Individual Insiders	536,995,924	43.9%

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

Top Shareholders

Top 25 shareholders own 61.02% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
8.59%	Hans Sy	104,915,706	₱92.6b	0%	no data
8.11%	Herbert Sy	99,093,995	₱87.5b	0%	no data
7.61%	Harley Sy	92,985,298	₱82.1b	-0.01%	no data
7.03%	Teresita Sy-Coson	85,947,685	₱75.9b	0%	no data
6.31%	Elizabeth Sy	77,159,344	₱68.1b	0%	no data
6.29%	Henry Sy	76,878,370	₱67.9b	0%	no data
3.85%	Syntrix Holdings, Inc.	47,032,000	₱41.5b	-0.35%	no data
2.32%	Sysmart Corp.	28,365,152	₱25.0b	0%	no data
2.23%	Tansmart Corporation	27,285,000	₱24.1b	0%	no data
1.84%	Henry Sy Foundation, Endowment Arm	22,500,000	₱19.9b	0%	no data
1.62%	Invesco Ltd.	19,802,121	₱17.5b	-0.56%	0.08%
0.92%	Felicidad T Sy Foundation Inc, Endowment Arm	11,250,000	₱9.9b	0%	no data
0.9%	RBC Global Asset Management Inc.	11,044,627	₱9.8b	3.24%	0.1%
0.83%	T. Rowe Price Group, Inc.	10,086,796	₱8.9b	26.9%	0.01%
0.49%	BlackRock, Inc.	6,020,735	₱5.3b	1.25%	no data
0.39%	Capital Research and Management Company	4,816,552	₱4.3b	-0.03%	no data
0.38%	Norges Bank Investment Management	4,637,186	₱4.1b	0%	0.01%
0.28%	Schroder Investment Management (Singapore) Ltd.	3,470,460	₱3.1b	0%	0.31%
0.24%	JP Morgan Asset Management	2,962,678	₱2.6b	1.57%	no data
0.22%	FMR LLC	2,714,556	₱2.4b	0.02%	no data
0.14%	Massachusetts Financial Services Company	1,753,270	₱1.5b	1.47%	0.01%
0.13%	Schroder Investment Management Limited	1,544,618	₱1.4b	0%	0.01%
0.12%	Geode Capital Management, LLC	1,512,939	₱1.3b	26.9%	no data
0.086%	Allspring Global Investments, LLC	1,045,545	₱923.2m	-0.05%	0.02%
0.073%	UBS Asset Management AG	889,273	₱785.2m	33%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/20 22:35
End of Day Share Price	2024/12/20 00:00
Earnings	2024/09/30
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

SM Investments Corporation is covered by 20 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
Rohit Thombre	Citigroup Inc