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With 56% institutional ownership, BELIMO Holding AG (VTX:BEAN) is a favorite amongst the big guns

Simply Wall St · 05/25 06:32

Key Insights

  • Institutions' substantial holdings in BELIMO Holding implies that they have significant influence over the company's share price
  • The top 14 shareholders own 51% of the company
  • Using data from analyst forecasts alongside ownership research, one can better assess the future performance of a company

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Every investor in BELIMO Holding AG (VTX:BEAN) should be aware of the most powerful shareholder groups. With 56% stake, institutions possess the maximum shares in the company. In other words, the group stands to gain the most (or lose the most) from their investment into the company.

Given the vast amount of money and research capacities at their disposal, institutional ownership tends to carry a lot of weight, especially with individual investors. Hence, having a considerable amount of institutional money invested in a company is often regarded as a desirable trait.

In the chart below, we zoom in on the different ownership groups of BELIMO Holding.

View our latest analysis for BELIMO Holding

ownership-breakdown
SWX:BEAN Ownership Breakdown May 25th 2025

What Does The Institutional Ownership Tell Us About BELIMO Holding?

Many institutions measure their performance against an index that approximates the local market. So they usually pay more attention to companies that are included in major indices.

As you can see, institutional investors have a fair amount of stake in BELIMO Holding. This can indicate that the company has a certain degree of credibility in the investment community. However, it is best to be wary of relying on the supposed validation that comes with institutional investors. They too, get it wrong sometimes. It is not uncommon to see a big share price drop if two large institutional investors try to sell out of a stock at the same time. So it is worth checking the past earnings trajectory of BELIMO Holding, (below). Of course, keep in mind that there are other factors to consider, too.

earnings-and-revenue-growth
SWX:BEAN Earnings and Revenue Growth May 25th 2025

Since institutional investors own more than half the issued stock, the board will likely have to pay attention to their preferences. BELIMO Holding is not owned by hedge funds. The company's largest shareholder is U. W. Linsi Foundation, Endowment Arm, with ownership of 20%. Meanwhile, the second and third largest shareholders, hold 6.6% and 5.6%, of the shares outstanding, respectively.

A closer look at our ownership figures suggests that the top 14 shareholders have a combined ownership of 51% implying that no single shareholder has a majority.

While studying institutional ownership for a company can add value to your research, it is also a good practice to research analyst recommendations to get a deeper understand of a stock's expected performance. There are plenty of analysts covering the stock, so it might be worth seeing what they are forecasting, too.

Insider Ownership Of BELIMO Holding

While the precise definition of an insider can be subjective, almost everyone considers board members to be insiders. Management ultimately answers to the board. However, it is not uncommon for managers to be executive board members, especially if they are a founder or the CEO.

I generally consider insider ownership to be a good thing. However, on some occasions it makes it more difficult for other shareholders to hold the board accountable for decisions.

We can report that insiders do own shares in BELIMO Holding AG. The insiders have a meaningful stake worth CHF839m. we sometimes take an interest in whether they have been buying or selling.

General Public Ownership

The general public-- including retail investors -- own 36% stake in the company, and hence can't easily be ignored. This size of ownership, while considerable, may not be enough to change company policy if the decision is not in sync with other large shareholders.

Next Steps:

It's always worth thinking about the different groups who own shares in a company. But to understand BELIMO Holding better, we need to consider many other factors.

I like to dive deeper into how a company has performed in the past. You can find historic revenue and earnings in this detailed graph.

If you would prefer discover what analysts are predicting in terms of future growth, do not miss this free report on analyst forecasts.

NB: Figures in this article are calculated using data from the last twelve months, which refer to the 12-month period ending on the last date of the month the financial statement is dated. This may not be consistent with full year annual report figures.