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
07 Apr 25	BuyUS$636,715	Rob Perrins	Individual	14,112	US$45.12
14 Jan 25	BuyUS$640,213	Michael Romsey Dobson	Individual	15,000	US$42.68
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

Insider Trading Volume

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

Ownership Breakdown

What is the ownership structure of BKGF.F?
Owner Type	Number of Shares	Ownership Percentage
Public Companies	30,743	0.031%
Employee Share Scheme	46,063	0.0464%
State or Government	255,526	0.258%
Private Companies	474,801	0.479%
Individual Insiders	1,475,009	1.49%
General Public	12,818,526	12.9%
Institutions	84,080,363	84.8%

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

Top Shareholders

Top 25 shareholders own 66.54% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
12.2%	First Eagle Investment Management, LLC	12,128,441	US$647.8m	2.37%	0.81%
8.97%	Artisan Partners Limited Partnership	8,893,027	US$475.0m	18.7%	0.38%
5.67%	Causeway Capital Management LLC	5,626,284	US$300.5m	83.9%	1.1%
5.23%	Sprucegrove Investment Management Ltd	5,182,710	US$276.8m	0.91%	5.84%
4.97%	The Vanguard Group, Inc.	4,932,906	US$263.5m	2.02%	no data
4.46%	BlackRock, Inc.	4,420,314	US$236.1m	-55.3%	no data
2.83%	UBS Asset Management AG	2,806,013	US$149.9m	-8.42%	0.01%
2.08%	Norges Bank Investment Management	2,063,631	US$110.2m	-3.65%	0.01%
1.97%	Natixis, Investment Banking and Corporate Banking Investments	1,956,882	US$104.5m	820%	0.5%
1.71%	Aberdeen Group Plc	1,700,449	US$90.8m	-20.9%	0.06%
1.66%	Legal & General Investment Management Limited	1,651,159	US$88.2m	-21.6%	0.02%
1.44%	Artemis Investment Management LLP	1,429,655	US$76.4m	0%	0.28%
1.42%	Dimensional Fund Advisors LP	1,408,108	US$75.2m	96.5%	0.01%
1.23%	Morgan Stanley, Investment Banking and Brokerage Investments	1,223,076	US$65.3m	2,690%	0.01%
1.2%	Rob Perrins	1,188,315	US$63.5m	1.2%	no data
1.15%	FMR LLC	1,143,927	US$61.1m	-55.9%	no data
1.11%	Citigroup Inc.,Banking and Securities Investments	1,102,814	US$58.9m	936%	0.05%
0.98%	HSBC Global Asset Management (UK) Limited	968,197	US$51.7m	-40.9%	0.02%
0.97%	Schroder Investment Management Limited	960,979	US$51.3m	34.7%	0.03%
0.95%	Coöperatieve Centrale Raiffeisen-Boerenleenbank B.A., Asset Management Arm	945,283	US$50.5m	302%	0.52%
0.93%	Columbia Management Investment Advisers, LLC	921,491	US$49.2m	-6.23%	0.01%
0.88%	Eurizon Capital SGR SpA	875,819	US$46.8m	191%	0.14%
0.84%	State Street Global Advisors, Inc.	830,986	US$44.4m	-58.2%	no data
0.83%	Amundi Asset Management SAS	826,917	US$44.2m	-5.89%	0.01%
0.81%	Societe Generale Group, Banking Investments	802,720	US$42.9m	59.8%	0.26%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/04/27 18:26
End of Day Share Price	2025/04/03 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.

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

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

The Berkeley Group Holdings plc is covered by 42 analysts. 17 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
Jonathan Bell	Barclays
Rajesh Patki	Barclays
Emily Biddulph	Barclays