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Summerset Group Holdings Limited (SUM) Ownership - Who Owns Summerset Group Holdings Limited?
Summerset Group Holdings Limited (SUM) Ownership Overview
- 0.22% Insiders
- 3.13% Mutual Funds
- 0.23% Other Institutional Investors
- 3.70% ETFs
- 92.71% Public Companies and Individual Investors
The ownership structure of Summerset Group Holdings Limited (NZ:SUM) stock is a mix of institutional, retail, and individual investors. Approximately 7.07% of the company’s stock is owned by Institutional Investors, 0.22% is owned by Insiders, and 92.71% is owned by Public Companies and Individual Investors.
The ownership structure of Summerset Group Holdings Limited (NZ:SUM) stock is a mix of institutional, retail, and individual investors. Approximately 7.07% of the company’s stock is owned by Institutional Investors, 0.22% is owned by Insiders, and 92.71% is owned by Public Companies and Individual Investors.
Recent Insider Trading Activity
| Date | Name | Activity | Value |
|---|---|---|---|
| Jun 01, 2026 | Fiona Oliver | NZ$11,550 | |
| Apr 30, 2026 | Fiona Oliver | NZ$14,757 | |
| Mar 26, 2026 | Mark John Verbiest | NZ$47,250 | |
| Mar 26, 2026 | Margaret Warrington | NZ$18,860 |
Recent Hedge Fund Trading Activity
| Date | Firm | Activity | Value |
|---|
Top Shareholders
| Holder | # of Shares | Type | % Holding | Value |
|---|---|---|---|---|
| Vanguard | 6,619,484 | Institution | 2.70% | 24,498,710 |
| Vanguard Star Funds | 3,096,870 | Institution | 1.26% | 11,461,516 |
| Vanguard Tax-managed Funds | 2,073,087 | Institution | 0.85% | 7,672,495 |
| Dfa Investment Dimensions Group Inc | 1,234,218 | Institution | 0.50% | 4,567,841 |
| Vanguard International Equity Index Funds | 1,196,815 | Institution | 0.49% | 4,429,412 |
| Dimensional | 1,152,783 | Institution | 0.47% | 4,266,450 |
| Ishares | 540,821 | Institution | 0.22% | 2,001,579 |
| Scott Grady Scoullar | 462,807 | Insider | 0.19% | 1,712,849 |
| Schwab | 447,992 | Institution | 0.18% | 1,658,018 |
| State Street | 126,824 | Institution | 0.05% | 469,376 |
Top Mutual Fund Holders
| Holder | # of Shares | Type | % Holding | Value |
|---|---|---|---|---|
| Vanguard Star Funds | 3,096,870 | Institution | 1.26% | 11,461,516 |
| Vanguard Tax-managed Funds | 2,073,087 | Institution | 0.85% | 7,672,495 |
| Dfa Investment Dimensions Group Inc | 1,234,218 | Institution | 0.50% | 4,567,841 |
| Vanguard International Equity Index Funds | 1,196,815 | Institution | 0.49% | 4,429,412 |
| Templeton Institutional Funds | 54,428 | Institution | 0.02% | 201,438 |
| M Fund Inc | 7,042 | Institution | <0.01% | 26,062 |
| Eaton Vance Mutual Funds Trust | 7,000 | Institution | <0.01% | 25,907 |
| John Hancock Variable Insurance Trust | 5,636 | Institution | <0.01% | 20,859 |
Top ETF Holders
| Holder | # of Shares | Type | % Holding | Value |
|---|---|---|---|---|
| Vanguard, VXUS ETF | 3,193,398 | Institution | 1.30% | 13,409,607 |
| Vanguard, VEA ETF | 2,073,087 | Institution | 0.85% | 8,705,229 |
| Vanguard, VSS ETF | 805,037 | Institution | 0.33% | 3,380,481 |
| Schwab, SCHC ETF | 447,992 | Institution | 0.18% | 1,639,573 |
| iShares, ENZL ETF | 353,782 | Institution | 0.14% | 1,305,747 |
| Dimensional, DISV ETF | 301,329 | Institution | 0.12% | 1,102,812 |
| Dimensional, DFIC ETF | 291,787 | Institution | 0.12% | 1,059,433 |
| Vanguard, VPL ETF | 236,521 | Institution | 0.10% | 993,190 |
| Dimensional, DFIS ETF | 198,290 | Institution | 0.08% | 719,960 |
| Dimensional, DFAX ETF | 186,804 | Institution | 0.08% | 683,670 |
FAQ
Who Owns Summerset Group Holdings Limited (NZ:SUM)?
According to the latest TipRanks data, approximately 7.07% of the company's stock is held by institutional investors, 0.22% is held by insiders, and 92.71% is held by public companies and individual investors.
What percentage of Summerset Group Holdings Limited (NZ:SUM) stock is held by institutional investors?
According to the latest TipRanks data, approximately 7.07% of Summerset Group Holdings Limited (NZ:SUM) stock is held by institutional investors: 3.13% by mutual funds, 3.70% by ETFs and 0.23% by other institutional investors.
What percentage of Summerset Group Holdings Limited (NZ:SUM) stock is held by retail investors?
According to the latest TipRanks data, approximately 92.71% of Summerset Group Holdings Limited (NZ:SUM) stock is held by public companies and individual investors.
Who owns the most shares of Summerset Group Holdings Limited (NZ:SUM)?
Vanguard owns the most shares of Summerset Group Holdings Limited (NZ:SUM).
What is the significance of the ownership structure for a publicly traded company?
The ownership structure can impact the company's decision making, as large institutional investors may exert influence on the company's management and can also affect the company's stock price with their buying and selling patterns.