Berkeley Group Holdings Ownership

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

Recent Insider Transactions

OTCPK:BKGF.F Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
31 Oct 24	BuyUS$621,807	William Jackson	Individual	11,054	US$56.25
30 Sep 24	SellUS$2,673,032	Richard Stearn	Individual	42,000	US$63.64
16 Aug 24	SellUS$13,537,553	Rob Perrins	Individual	192,980	US$70.15
21 Jun 24	BuyUS$25,107	Rachel Downey	Individual	407.19	US$61.66
21 Jun 24	SellUS$25,281	Rachel Downey	Individual	411.05	US$61.50
11 Jan 24	BuyUS$19,054	Sarah Sands	Individual	297.19	US$64.11

Insider Trading Volume

Insider Buying: BKGF.F insiders have sold more shares than they have bought in the past 3 months.

Ownership Breakdown

What is the ownership structure of BKGF.F?
Owner Type	Number of Shares	Ownership Percentage
Public Companies	30,023	0.0295%
Employee Share Scheme	46,063	0.0452%
Private Companies	138,085	0.136%
State or Government	338,062	0.332%
Individual Insiders	1,445,897	1.42%
General Public	13,641,253	13.4%
Institutions	86,255,751	84.7%

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

Top Shareholders

Top 25 shareholders own 66.52% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
11.8%	First Eagle Investment Management, LLC	12,002,003	US$586.9m	0.4%	0.79%
9.71%	BlackRock, Inc.	9,896,427	US$483.9m	3.05%	0.01%
7.35%	Artisan Partners Limited Partnership	7,493,044	US$366.4m	-0.48%	0.28%
5.04%	Sprucegrove Investment Management Ltd	5,135,920	US$251.1m	-4.34%	4.36%
4.75%	The Vanguard Group, Inc.	4,835,399	US$236.4m	0.35%	no data
3.01%	UBS Asset Management AG	3,064,063	US$149.8m	15.2%	0.01%
3%	Causeway Capital Management LLC	3,059,468	US$149.6m	29.4%	0.62%
2.54%	FMR LLC	2,592,453	US$126.8m	29.7%	0.01%
2.1%	Norges Bank Investment Management	2,141,743	US$104.7m	-4.08%	0.01%
2.07%	Legal & General Investment Management Limited	2,105,320	US$102.9m	0.76%	0.02%
1.95%	State Street Global Advisors, Inc.	1,987,919	US$97.2m	6.93%	no data
1.61%	HSBC Global Asset Management (UK) Limited	1,637,342	US$80.1m	64.8%	0.03%
1.59%	abrdn plc	1,616,385	US$79.0m	-0.14%	0.06%
1.3%	JP Morgan Asset Management	1,321,897	US$64.6m	-29.5%	0.01%
1.17%	Northern Trust Global Investments	1,196,220	US$58.5m	21.2%	0.01%
1.15%	Rob Perrins	1,174,203	US$57.4m	2.13%	no data
0.96%	Columbia Management Investment Advisers, LLC	982,676	US$48.0m	-1.15%	0.01%
0.86%	Amundi Asset Management SAS	878,658	US$43.0m	-13.6%	0.01%
0.74%	Barclays Bank PLC, Wealth and Investment Management Division	749,654	US$36.7m	275%	0.35%
0.7%	Dimensional Fund Advisors LP	716,711	US$35.0m	-3.46%	0.01%
0.7%	Schroder Investment Management Limited	713,629	US$34.9m	-14.2%	0.02%
0.65%	Invesco Ltd.	662,093	US$32.4m	-49.8%	0.01%
0.65%	Royal London Asset Management Ltd.	659,752	US$32.3m	-22.5%	0.04%
0.57%	Handelsbanken Wealth & Asset Management Limited	585,271	US$28.6m	0%	9.23%
0.56%	Strategic Advisers LLC	575,357	US$28.1m	10.4%	0.01%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/26 13:58
End of Day Share Price	2024/12/23 00:00
Earnings	2024/10/31
Annual Earnings	2024/04/30

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.

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

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

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Analyst Sources

The Berkeley Group Holdings plc is covered by 37 analysts. 16 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
Emily Biddulph	Barclays
Jonathan Bell	Barclays
Harry Goad	Berenberg