BMW is mainly owned by the Quandt family, who have 35.52% of the company’s ordinary shares, which have voting rights. The Quandt family consists of Stefan
The 10 largest institutions that own BMW stock control over 17.6% of all BMW shares. In the table below, you can see the position of the ten biggest holders of BMW
Mutual Fund | Stake | SharesOwned | Total value |
---|---|---|---|
AQTON SE | 8.49% | 54,179,568 | $5,991,700,000 |
The Vanguard Group, Inc. | 2.24% | 14,289,375 | $1,634,100,000 |
Flossbach & Von Storch Vermoegensmanagement AG | 1.61% | 10,316,334 | $1,198,340,000 |
Amundi Asset Management SAS | 1.02% | 6,499,098 | $722,490,080 |
Dws Investment Gmbh | 1.1% | 6,422,465 | $713,992,760 |
Mawer Investment Management Ltd. | 0.9% | 5,739,878 | $638,170,520 |
Harris Associates L.P. | 0.72% | 4,598,886 | $511,255,420 |
Norges Bank Investment Management | 0.55% | 3,504,624 | $389,569,440 |
Dimensional Fund Advisors LP | 0.51% | 3,256,813 | $362,116,560 |
Deka Investment GmbH | 0.46% | 2,914,061 | $323,987,560 |
AQTON SE
An investment company founded in 2020 by Stefan Quandt. AQTON SE offers a variety of investment opportunities in four sectors, including the automotive industry and digital security. The company currently has an 8.59% stake in BMW.DE, making it the largest institutional owner and a long-term investor, supporting the companys strategic vision and sustainability goals.
BMW.DE relative stake: 8.49%
BMW.DE shares owned: 54 million
Total value of BMW.DE owned: $5 billion
Vanguard Group
The Vanguard Group, Inc. is the second-largest institutional owner of BMW, with a 3.2% stake in the company. Vanguard is one of the largest investment management companies in the world, with $7.7 trillion in AUM. It is known for its low-cost index funds and ETFs, which aim to track the performance of various market indices.
BMW.DE relative stake: 2.24%
BMW.DE shares owned: 14 million
Total value of BMW.DE owned: $1.6 billion
Flossbach & Von Storch Vermoegens Management AG
Flossbach & Von Storch is the third-largest institutional owner of BMW, with a 1.61% stake in the company. The company is one of the leading independent asset managers in Europe, with more than 300 employees and more than EUR 70 billion in AYM. It manages multi-asset, equity, and bond funds for private and institutional clients.
BMW.DE relative stake: 1.61%
BMW.DE shares owned: 10 million
Total value of BMW.DE owned: $1.1 billion
Top 10 mutual funds holding BMW.DE
Mutual Fund | Stake | SharesOwned | Total value |
---|---|---|---|
Vanguard International Stock Index-Total Intl Stock Indx | 0.7% | 4,160,093 | $428,739,174 |
Oakmark International Fund | 0.7% | 4,072,779 | $419,740,593 |
Vanguard International Growth Fund | 0.42% | 2,535,539 | $261,312,643 |
Vanguard Tax Managed Fund-Vanguard Developed Markets Index Fund | 0.42% | 2,503,181 | $257,977,827 |
iShares Core MSCI EAFE ETF | 0.3% | 1,648,201 | $169,863,591 |
Vanguard/Windsor II | 0.16% | 944,435 | $97,333,468 |
DFA International Value Series | 0.16% | 942,197 | $97,102,820 |
Schwab Fundamental US Small Com… | 0.16% | 943,805 | $97,268,540 |
Vanguard Extended Market Index Fund | 0.14% | 818,578 | $84,362,646 |
Candoris ICAV – Orchard US Small … | 0.11% | 673,208 | $69,380,814 |
Vanguard Total International Stock Index Fund
VGTSX Shares is the largest mutual fund owner of BMW, with a 0.7% stake in the company. It focuses on tracking the performance of the FTSE Global All Cap ex-US Index, which covers more than 6,000 non-U.S. stocks across developed and emerging markets. This fund is offered by Vanguard, with $7.7 trillion in AUM.
BMW.DE relative stake: 0.7%
BMW.DE shares owned: 4 million
Total value of BMW.DE owned: $428 million
Oakmark International Fund
The second-largest mutual fund owner, with a 0.7% IN BMW.DE stake and investments in undervalued companies outside the U.S. The company is known to target companies with a strong balance sheet, and growing earnings. It is managed by Oakmark Funds, a family of mutual funds that follow a long-term, value-oriented investment approach.
BMW.DE relative stake: 0.7%
BMW.DE shares owned: 4 million
Total value of BMW.DE owned: $420 milllion
Vanguard International Growth Fund
Vanguard International Growth Fund owns a 0.42% stake in the company. This fund is also offered by Vanguard, with $7.7 trillion in AUM. It is known to provide long-term investment companies that have strong competitive advantages, above-average earnings growth, and attractive valuations.
BMW.DE relative stake: 0.42
BMW.DE shares owned: 2.5 million
Total value of BMW.DE owned: $261 million
Top Insider stockholders of BMW.DE (The Quandt Family)
Insider Stockholders | Position | Stake | Shares | Total Value |
---|---|---|---|---|
Stefan Quandt | Vice Chairman | 19.69% | 125,816,996 | $13,944,320,000 |
Susanne Klatten | Member of the Supervisory Board | 15.83% | 101,135,193 | $11,220,820,000 |
The Quandt family
As earlier said, the Quandt family consists of Stefan Quandt and Susanne Klatten, who are the largest insider owners of BMW, with a 35.52% stake in the companys ordinary shares.
Stefan Quandt is the chairman of AQTON SE, While Susanne Klatten is the sole owner and deputy chairwoman of SKion GmbH, also a holding company like AQTON SE that invests in various sectors, such as chemicals, biotechnology, energy, and mobility.
BMW.DE relative stake: 35.52%
BMW.DE shares owned: 226 million
Total value of BMW.DE owned: $25 billion
The bottom Line
BMW has a diversified portfolio of brands and products, ranging from the iconic BMW cars and motorcycles to the MINI and Rolls-Royce brands, to the electric and hybrid vehicles. The company is also at the forefront of the transition to electrification, with ambitious goals to increase its market share and profitability in the premium segment.
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