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Three live signals derived from real-time NZX Substantial Product Holder (SPH) notices, extracted to structured data via Claude Haiku 4.5. Updated within 24h of each NZX announcement.
NZX issuers ranked by net change in substantial holder count. Negative net change suggests institutional divestment may be occurring; this is a data signal, not a trading recommendation.
Events where ≥3 nominee/custodian entities crossed substantial-holder thresholds on the same issuer within a one-week window. Pattern suggests register restructuring — block trades, scheme of arrangement, or major secondary issue. Not a financial advice signal.
Substantial holders that crossed above (5%/10%/20% accumulation) or below (divestment) regulatory thresholds in the last 90 days. Sourced directly from SHINTR notices.
| Date | Direction | Ticker | Holder | Voting % |
|---|---|---|---|---|
| 17 Oct 2026 | Above | KMD | DOSH PROPERTY PTY LTD | 5.00% |
| 17 Oct 2026 | Below | VNT | Northcape Capital Pty Ltd | 5.01% |
| 12 Oct 2026 | Above | BAI |
Per-quarter sum of voting % deltas across all NZX issuers. Positive net = aggregate accumulation; negative = aggregate divestment. Includes top buyer/seller per quarter by single-disclosure size.
| Quarter | Net Δ % | Buys | Sells | New SH | Ceased | Top Buyer | Top Seller |
|---|---|---|---|---|---|---|---|
| 2026 Q4 | 0.0% | 0 | 0 | 36 | 6 | — | — |
| 2026 Q3 | -38.6% | 0 | 2 | 40 | 3 | — | Forsyth Barr Investment Management Limited (-38.0%) |
| 2026 Q2 | 0.0% |
Average forward stock returns 30/60/90/180 days after a substantial-holder threshold crossing, by direction × threshold band. Backtest cohort: last 36 months. Backward-looking historical statistics — not a trading recommendation, not adjusted for survivorship or sector beta.
| Cohort | Events | Avg 30d | Avg 60d | Avg 90d | Avg 180d |
|---|---|---|---|---|---|
| above_10-20% | 5 | +6.6% | +6.3% | +1.3% | +6.2% |
| above_20%+ | 6 | -5.5% | -7.9% | -9.3% | +1.8% |
| above_5-10% | 634 | +1.9% | +1.8% | +6.7% | +18.0% |
| below_10-20% |
Data sourced from publicly available NZX disclosures. Our datasets may not be complete. Automated analysis can produce errors. Past performance does not indicate future results. If you believe any data on this page is incorrect, please contact us at hello@nzxplorer.co.nz. For informational purposes only. Not investment advice.
| Gregory Evan Cross |
| 5.00% |
| 9 Oct 2026 | Above | IPL | ANZ New Zealand Investments Limited, ANZ Bank New Zealand Limited and ANZ Custodial Services New Zealand Limited | 5.00% |
| 8 Oct 2026 | Above | TAH | James Logan, as trustee of the Logan Investment Trust | 5.00% |
| 5 Oct 2026 | Above | PHL | George Arthur Churchill Gould | 5.00% |
| 5 Oct 2026 | Above | PHL | Gould Holdings Limited (GHL) | 5.00% |
| 5 Oct 2026 | Above | PHL | Gould Investments & Contractual Services Limited (GICSL) | 5.00% |
| 5 Oct 2026 | Above | PHL | Benjamin William McAlpine Tothill | 5.00% |
| 5 Oct 2026 | Below | SPN | Jarden Securities Limited | 5.00% |
| 2 Oct 2026 | Above | BAI | Te Turanga Ukaipo Charitable Trust | 5.00% |
| 2 Oct 2026 | Below | BAI | 2061 LP | 5.00% |
| 1 Oct 2026 | Above | SPN | Accident Compensation Corporation (ACC) | 5.00% |
| 30 Sept 2026 | Above | SPN | Jarden Securities Limited | 5.00% |
| 30 Sept 2026 | Above | SPN | Jarden Group Limited | 5.00% |
| 30 Sept 2026 | Above | SPN | Southland Regional Council trading as Environment Southland | 5.00% |
| 23 Sept 2026 | Above | DGL | Delegat Holdings Limited | 5.00% |
| 23 Sept 2026 | Above | DGL | Jakov Nikola Delegat, Rosamari Suzan Delegat and BPM Trustees (DSPT) Limited | 5.00% |
| 21 Sept 2026 | Above | MOV | Ramsay Family Trustee Limited and Nerida Joy Ramsay | 5.00% |
| 21 Sept 2026 | Above | VNT | TAL Daiichi Life Australia Pty Ltd and associates (Daiichi Life Group, Inc and Daiichi Controlled Entities) | 5.00% |
| 21 Sept 2026 | Below | PCT | Forsyth Barr Investment Management Limited | 5.00% |
| 29 Aug 2026 | Above | SPG | FirstCape Group Limited - Harbour (including BNZ Investment Services Limited) | 5.00% |
| 20 Aug 2026 | Above | AIA | STATE STREET GLOBAL ADVISORS (JAPAN) CO., LTD. | 5.00% |
| 14 Aug 2026 | Below | VHP | Vital Healthcare Properties Management Limited | 5.00% |
| 10 Aug 2026 | Above | AIA | STATE STREET GLOBAL ADVISORS ASIA LIMITED | 5.00% |
| 0 |
| 0 |
| 78 |
| 7 |
| — |
| — |
| 2026 Q1 | -77.4% | 0 | 10 | 95 | 17 | — | WIN (-49.3%) |
| 2025 Q4 | -351.8% | 1 | 23 | 74 | 31 | State Street Australia Ltd ACF Australian Ethical Investment (+2.1%) | Finaccess Restauración, S.L. (-93.0%) |
| 2025 Q3 | +16.7% | 21 | 13 | 29 | 38 | JP Morgan Nominees Australia Limited (+12.3%) | Admetus Capital Limited (-19.1%) |
| 2025 Q2 | -220.1% | 3 | 16 | 44 | 28 | ANZ New Zealand Investments Limited (+3.4%) | CDL Hotels Holdings New Zealand Limited (-78.7%) |
| 2025 Q1 | +0.8% | 2 | 10 | 22 | 28 | Michael Haskell & Associates Limited (+20.8%) | Lynn Landmark Michel and Mat Floyd Trustee Co (No1) Limited as trustees of The Bedford Trust (-16.4%) |
| 2024 Q4 | -141.7% | 3 | 21 | 52 | 21 | Bright Dairy Holding Limited (+26.1%) | David (Yusuke) Sena and Tompkins Wake Trustees 2022 Limited (as trustees of the Sena Family Trust) (-75.9%) |
| 2024 Q3 | -146.9% | 3 | 23 | 41 | 19 | ANZ Bank New Zealand Limited (+3.4%) | The PH Masfen Charitable Trust (-20.1%) |
| 2024 Q2 | -79.2% | 1 | 20 | 60 | 21 | State Street Corporation and subsidiaries (+2.0%) | Spheria Asset Management Pty Ltd (-13.9%) |
| 2024 Q1 | -96.9% | 1 | 13 | 24 | 17 | Bartel Holdings Limited (+1.0%) | Akarua Sub Trust (via Perpetual Corporate Trust Limited) (-17.4%) |
| 2023 Q4 | -33.0% | 2 | 7 | 19 | 15 | Cecilia Charlotte Louise Robinson, James Charles Robinson and Heimsath Alexander Trustee Limited (as trustees of the APL Holdings Trust) (+1.9%) | ASB Bank Limited (-17.4%) |
| 13 |
| -1.3% |
| +5.3% |
| +9.1% |
| +4.2% |
| below_20%+ | 29 | -3.1% | +2.2% | +8.3% | +11.2% |
| below_5-10% | 226 | +4.8% | +6.8% | +17.9% | +22.3% |