Astrana Health Ownership

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

Recent Insider Transactions

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 ASTH?
Owner Type	Number of Shares	Ownership Percentage
State or Government	17,952	0.0365%
Individual Insiders	6,303,534	12.8%
Private Companies	7,132,698	14.5%
General Public	10,021,194	20.4%
Institutions	25,644,654	52.2%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 10.3%.

Top Shareholders

Top 25 shareholders own 69.22% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
14.5%	Allied Physicians of California IPA	7,132,698	US$240.4m	0%	no data
13%	BlackRock, Inc.	6,378,938	US$215.0m	-0.03%	no data
9.5%	The Vanguard Group, Inc.	4,665,202	US$157.2m	-1.12%	no data
3.33%	Brandon Sim	1,635,012	US$55.1m	7.83%	no data
3.23%	State Street Global Advisors, Inc.	1,587,270	US$53.5m	0.35%	no data
3.15%	Thomas Lam	1,546,329	US$52.1m	2.66%	no data
2.86%	Kenneth Sim	1,403,706	US$47.3m	19.4%	no data
2.41%	WaiChow Young	1,184,749	US$39.9m	0%	no data
2.07%	Geode Capital Management, LLC	1,018,018	US$34.3m	0.24%	no data
1.92%	Dimensional Fund Advisors LP	944,348	US$31.8m	1.4%	0.01%
1.7%	FMR LLC	835,509	US$28.2m	44,200%	no data
1.39%	325 Capital, LLC	680,907	US$22.9m	9.59%	11.34%
1.38%	SteelPeak Wealth, LLC	679,984	US$22.9m	-1.05%	1.04%
1.37%	Jane Street Group, LLC, Asset Management Arm	673,770	US$22.7m	746%	0.04%
1.06%	Loomis Sayles & Company, L.P.	522,109	US$17.6m	0%	0.02%
0.94%	Northcrest Asset Management LLC	460,895	US$15.5m	132%	0.5%
0.91%	Charles Schwab Investment Management, Inc.	447,796	US$15.1m	5.99%	no data
0.86%	Northern Trust Global Investments	424,147	US$14.3m	-0.53%	no data
0.61%	Fort Washington Investment Advisors, Inc.	299,803	US$10.1m	-40.1%	0.07%
0.54%	BNY Asset Management	266,100	US$9.0m	-15.2%	no data
0.52%	Bellevue Asset Management AG	254,182	US$8.6m	1.42%	0.11%
0.5%	RBC Global Asset Management Inc.	246,015	US$8.3m	-3.67%	0.01%
0.5%	Morgan Stanley, Investment Banking and Brokerage Investments	244,146	US$8.2m	2.62%	no data
0.48%	Atria Wealth Solutions, Inc.	237,370	US$8.0m	0%	0.12%
0.47%	Principal Global Investors, LLC	231,264	US$7.8m	4.74%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/22 12:15
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

Astrana Health, Inc. is covered by 13 analysts. 12 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
Hua Ha	Baird
Sarah James	Barclays
Adam Ron	BofA Global Research