{"id":11516,"date":"2026-02-18T10:00:35","date_gmt":"2026-02-18T10:00:35","guid":{"rendered":"https:\/\/www.europesays.com\/ch\/11516\/"},"modified":"2026-02-18T10:00:35","modified_gmt":"2026-02-18T10:00:35","slug":"roche-holding-ags-vtxrog-largest-shareholders-are-individual-investors-with-55-ownership-institutions-own-36","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ch\/11516\/","title":{"rendered":"Roche Holding AG&#8217;s (VTX:ROG) largest shareholders are individual investors with 55% ownership, institutions own 36%"},"content":{"rendered":"\n<p class=\"yf-vbsvxt\">Significant control over Roche Holding by individual investors implies that the general public has more power to influence management and governance-related decisions<\/p>\n<p class=\"yf-vbsvxt\">32% of the business is held by the top 25 shareholders<\/p>\n<p class=\"yf-vbsvxt\"><a href=\"https:\/\/simplywall.st\/company\/id\/645A58A0-FE54-4B01-B86A-A0689782C19A\/ownership?blueprint=3689582&amp;utm_medium=finance_user&amp;utm_campaign=cta&amp;utm_source=yahoo\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:Institutional ownership in Roche Holding is 36%;elm:context_link;itc:0;sec:content-canvas\" class=\"link \"> Institutional ownership in Roche Holding is 36%<\/a><\/p>\n<p class=\"yf-vbsvxt\">To get a sense of who is truly in control of Roche Holding AG (<a href=\"https:\/\/au.finance.yahoo.com\/quote\/ROG.SW\" data-ylk=\"slk:VTX:ROG;elm:context_link;itc:0;sec:content-canvas\" class=\"link \" rel=\"nofollow noopener\" target=\"_blank\">VTX:ROG<\/a>), it is important to understand the ownership structure of the business. We can see that individual investors own the lion&#8217;s share in the company with 55% ownership. Put another way, the group faces the maximum upside potential (or downside risk).<\/p>\n<p class=\"yf-vbsvxt\">Meanwhile, institutions make up 36% of the company\u2019s shareholders. Generally speaking, as a company grows, institutions will increase their ownership. Conversely, insiders often decrease their ownership over time.<\/p>\n<p class=\"yf-vbsvxt\">In the chart below, we zoom in on the different ownership groups of Roche Holding.<\/p>\n<p class=\"yf-vbsvxt\"><a href=\"https:\/\/simplywall.st\/company\/id\/645A58A0-FE54-4B01-B86A-A0689782C19A?blueprint=3689582&amp;utm_medium=finance_user&amp;utm_campaign=cta&amp;utm_source=yahoo\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:View our latest analysis for Roche Holding;elm:context_link;itc:0;sec:content-canvas\" class=\"link \"> View our latest analysis for Roche Holding <\/a><\/p>\n<p>    <a href=\"https:\/\/simplywall.st\/company\/id\/645A58A0-FE54-4B01-B86A-A0689782C19A\/ownership?blueprint=3689582&amp;utm_medium=finance_user&amp;utm_campaign=infographic&amp;utm_source=yahoo\" target=\"_blank\" rel=\"noopener noreferrer nofollow\"><img fetchpriority=\"high\" decoding=\"async\" src=\"https:\/\/www.europesays.com\/ch\/wp-content\/uploads\/2026\/02\/77ab278921ce27c2553b5accd45576a2.png\" alt=\"ownership-breakdown\" loading=\"eager\" height=\"270\" width=\"821\" class=\"yf-lglytj  loaded\"\/><\/a> SWX:ROG Ownership Breakdown March 18th 2025         <\/p>\n<p class=\"yf-vbsvxt\">Institutions typically measure themselves against a benchmark when reporting to their own investors, so they often become more enthusiastic about a stock once it&#8217;s included in a major index. We would expect most companies to have some institutions on the register, especially if they are growing.<\/p>\n<p class=\"yf-vbsvxt\">As you can see, institutional investors have a fair amount of stake in Roche Holding. This suggests some credibility amongst professional investors. But we can&#8217;t rely on that fact alone since institutions make bad investments sometimes, just like everyone does. If multiple institutions change their view on a stock at the same time, you could see the share price drop fast. It&#8217;s therefore worth looking at Roche Holding&#8217;s earnings history below. Of course, the future is what really matters.<\/p>\n<p>    <a href=\"https:\/\/simplywall.st\/company\/id\/645A58A0-FE54-4B01-B86A-A0689782C19A\/future?blueprint=3689582&amp;utm_medium=finance_user&amp;utm_campaign=infographic&amp;utm_source=yahoo\" target=\"_blank\" rel=\"noopener noreferrer nofollow\"><img decoding=\"async\" src=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/ywAAAAAAQABAAACAUwAOw==\" alt=\"earnings-and-revenue-growth\" loading=\"lazy\" height=\"524\" width=\"821\" class=\"yf-lglytj loader\"\/><\/a> SWX:ROG Earnings and Revenue Growth March 18th 2025      <\/p>\n<p class=\"yf-vbsvxt\">Hedge funds don&#8217;t have many shares in Roche Holding. Looking at our data, we can see that the largest shareholder is Andreas Oeri with 5.2% of shares outstanding. The Vanguard Group, Inc. is the second largest shareholder owning 4.1% of common stock, and UBS Asset Management AG holds about 3.9% of the company stock.<\/p>\n<p class=\"yf-vbsvxt\">On studying our ownership data, we found that 25 of the top shareholders collectively own less than 50% of the share register, implying that no single individual has a majority interest.<\/p>\n<p class=\"yf-vbsvxt\">Researching institutional ownership is a good way to gauge and filter a stock&#8217;s expected performance. The same can be achieved by studying analyst sentiments. Quite a few analysts cover the stock, so you could look into forecast growth quite easily.<\/p>\n<p class=\"yf-vbsvxt\">The definition of an insider can differ slightly between different countries, but members of the board of directors always count. Company management run the business, but the CEO will answer to the board, even if he or she is a member of it.<\/p>\n<p class=\"yf-vbsvxt\">Most consider insider ownership a positive because it can indicate the board is well aligned with other shareholders. However, on some occasions too much power is concentrated within this group.<\/p>\n<p class=\"yf-vbsvxt\">We can see that insiders own shares in Roche Holding AG. The insiders have a meaningful stake worth CHF22b. It is good to see this level of investment. You can <a href=\"https:\/\/simplywall.st\/company\/id\/645A58A0-FE54-4B01-B86A-A0689782C19A\/ownership?blueprint=3689582&amp;utm_medium=finance_user&amp;utm_campaign=integrated-pitch&amp;utm_source=yahoo\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:check here to see if those insiders have been buying recently.;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">check here to see if those insiders have been buying recently. <\/a><\/p>\n<p class=\"yf-vbsvxt\">The general public &#8212; including retail investors &#8212; own 55% of Roche Holding. With this amount of ownership, retail investors can collectively play a role in decisions that affect shareholder returns, such as dividend policies and the appointment of directors. They can also exercise the power to vote on acquisitions or mergers that may not improve profitability.<\/p>\n<p class=\"yf-vbsvxt\">I find it very interesting to look at who exactly owns a company. But to truly gain insight, we need to consider other information, too. Consider risks, for instance. Every company has them, and we&#8217;ve spotted <a href=\"https:\/\/simplywall.st\/company\/id\/645A58A0-FE54-4B01-B86A-A0689782C19A?blueprint=3689582&amp;utm_medium=finance_user&amp;utm_campaign=integrated-pitch&amp;utm_source=yahoo\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:4 warning signs for Roche Holding;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">  4 warning signs for Roche Holding  <\/a> you should know about.<\/p>\n<p class=\"yf-vbsvxt\">If you would prefer discover what analysts are predicting in terms of future growth, do not miss this free <a href=\"https:\/\/simplywall.st\/company\/id\/645A58A0-FE54-4B01-B86A-A0689782C19A\/future?blueprint=3689582&amp;utm_medium=finance_user&amp;utm_campaign=conclusion&amp;utm_source=yahoo\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:report on analyst forecasts;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">report on analyst forecasts<\/a>.<\/p>\n<p class=\"yf-vbsvxt\">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.<\/p>\n<p class=\"yf-vbsvxt\">Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.<\/p>\n<p>This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.<\/p>\n","protected":false},"excerpt":{"rendered":"Significant control over Roche Holding by individual investors implies that the general public has more power to influence&hellip;\n","protected":false},"author":2,"featured_media":9007,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[124],"tags":[3191,1407,134,994,2896],"class_list":["post-11516","post","type-post","status-publish","format-standard","has-post-thumbnail","category-roche","tag-individual-investors","tag-institutions","tag-roche","tag-roche-holding","tag-shareholders"],"share_on_mastodon":{"url":"","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/posts\/11516","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/comments?post=11516"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/posts\/11516\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/media\/9007"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/media?parent=11516"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/categories?post=11516"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/tags?post=11516"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}