Whale Tracker: Substantial Shareholder Positions

Q: What is a whale in NZX trading?

A whale is a substantial shareholder who holds 5% or more of a company's shares and has disclosed it to NZX. We list their positions and the dates they disclosed.

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Whale Tracker: Substantial Shareholder Positions | NZXplorer

Whale Tracker

Substantial shareholders (5%+ stakes) in NZX companies: which companies they hold, and when they disclosed.

Profit and loss figures are withheld while the calculation is rebuilt. Our recorded P&L for substantial holders did not survive a recompute: some of the largest “trades” are strategic or index holdings rather than trades, and some were priced on the wrong exchange. Until it is fixed, this page shows holdings and disclosure dates only, with no P&L, returns, win rates or rankings by performance.

"Whales" are entities that have triggered the NZX Listing Rule 3.19 substantial-product-holder (SPH) disclosure threshold (5%+ voting rights in an issuer) at least once. NZXplorer tracks SPH notices filed since 2010 and reconstructs the holding timeline per (entity × issuer). Source data lives in the substantial_shareholders and shareholder_trades tables, populated by Claude Haiku extraction from NZX SHINTR announcements.

A position is open while the entity still holds 5%+ and closed once it falls back below the disclosure threshold. Joint-holding entities (e.g. ANZ Custodial AND ANZ NZ Investments AND ANZ Bank NZ) are attributed to each sub-entity by substring match so a search by a single entity name still surfaces relevant holdings.

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Sector Analysis Holding Patterns Monthly Patterns

Overall Statistics

256

Tracked Whales

333

Total Positions

Active Positions

Whales with currently active substantial shareholdings

Active Whales

121

Currently holding 5%+ stakes

Active Positions

164

Open positions tracked

Closed Positions

169

Fallen back below 5%

Substantial Holders

Ordered by number of positions tracked

Holder	Companies	Positions	First disclosure	Last disclosure
Accident Compensation Corporation (ACC) Communication Services, Energy	12	12 8 open, 4 closed	2019-02-12	2026-03-03
FirstCape Group Limited Communication Services, Consumer Staples	8	8 4 open, 4 closed	2019-03-04	2025-04-08
UBS Group AG and its related bodies corporate Communication Services, Consumer Staples	6	6 0 open, 6 closed	2019-03-15	2025-09-08
Jarden Wealth Limited Consumer Staples, Healthcare

How It Works

This page lists substantial shareholders (holders of 5%+ voting rights) and their positions from NZX substantial holder notices:

First disclosure: the date a holder first crossed the 5% threshold
Last disclosure: the holder's most recent notice
Open / closed: whether the holder still holds 5%+

Currently tracking 333 positions across 256 substantial shareholders.

What Next?

Continue your analysis with these related reports

Whale Holding Patterns

How long substantial shareholders hold their NZX positions, by holding period and sector

Coordinated Trading Detection

Detect notable patterns when multiple institutional investors enter the same stock within the same timeframe

Whale Performance vs Market Benchmark

Substantial holdings of the largest NZX institutional investors; performance and risk-adjusted benchmarks are not yet published

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