INVESTOR AB

INVESTOR AB

CIK 889232 · View on SEC EDGAR ↗

Insider Activist

First SEC filing: May 29, 2014 · Latest: April 4, 2025

On this page

Investor AB is a Swedish investment and holding company, often considered a de facto conglomerate. One of Sweden's largest companies, Investor AB serves as the investment arm of the prominent Swedish Wallenberg family; the family's companies are involved in a variety of industries, of which the primary industries are pharmaceuticals, telecommunications and industry.

Read more

Investor AB is a Swedish investment and holding company, often considered a de facto conglomerate. One of Sweden's largest companies, Investor AB serves as the investment arm of the prominent Swedish Wallenberg family; the family's companies are involved in a variety of industries, of which the primary industries are pharmaceuticals, telecommunications and industry.

Investor AB is Sweden's most valuable publicly traded company; it has major or controlling holdings in several of Sweden's other largest companies. It has numerous investments worldwide through Patricia Industries and EQT AB.

History

Investor AB was established in Stockholm when new Swedish legislation made it more difficult for banks to own stocks in industrial companies on a long-term basis. The shareholdings of the Wallenberg family bank, Stockholms Enskilda Bank, were transferred to Investor AB, a newly formed industrial holding company spun off from the bank, which would serve as the family's investment arm henceforth. The fund operates with a CEO who is not a Wallenberg but is overseen by its chairperson who is a member of the family, currently Jacob Wallenberg. In 2023, it was announced that Johan Forssell would leave the role of CEO in May 2024 after nine years. His replacement was announced as Christian Cederholm who is the current CEO.

Investments

Listed companies

Investor AB owns significant holdings of the following companies. Ownership shares vary from 3%-35% as of 2022.

ABB - Provides electrification products, robotics and motion, industrial automation and power grids.

AstraZeneca - A biopharmaceutical company.

Atlas Copco - Provides compressors, vacuum and air treatment systems, construction equipment, power tools, and assembly systems.

Electrolux - Provides household appliances for consumer use.

Electrolux Professional - food service, beverage and laundry for professional use, spun off from Electrolux AB in 2020.

Epiroc - mining, infrastructure and natural resources.

Ericsson - Provides communications technology and services.

Husqvarna AB - Provides outdoor power products, consumer watering products, cutting equipment, and diamond tools.

Nasdaq, Inc. - Provides financial services and controls stock exchanges

Saab - Products for military defense and civil security.

SEB - A financial services group focusing mainly on the Nordic countries, Germany, and the Baltics.

Sobi - Biopharmaceutics

Wärtsilä - marine and power engine development.

Patricia Industries

Investor AB owns the vast majority of the stock of Patricia Industries, as of 2022. Patricia Industries' key focus is to invest in and develop wholly-owned companies.

BraunAbility - automotive mobility products

Laborie - Develops, designs, and distributes innovative capital equipment for the urology and gastroenterology sectors, with complementing and recurring high-volume sales of disposable catheters

Mölnlycke Health Care - Designs, manufactures, and supplies single use products for managing wounds

Permobil - powered and manual wheelchairs, as well as cushions and accessories

Piab - A provider of gripping and moving for automated manufacturing and logistics processes

Sarnova - A provider of healthcare products to emergency care providers, hospitals, schools, businesses, and federal government agencies

Advanced Instruments - osmolality testing instrumentation and consumables for the clinical, biopharmaceutical, and food & beverage markets

Vectura - Develops, owns and manages real estate

3 Scandinavia - Provides mobile voice and broadband services in Sweden and Denmark

Financial Investments - Financial Investments consist of investments in which the investment horizon has not yet been defined

Investments in EQT

Investments in EQT AB and EQT Funds.

EQT AB - EQT manages and advises a range of specialized investment funds, and other investment vehicles that invest across the world. As one of EQT's founders in 1994, Investor has invested in most of its funds.

Some former holdings

IBX - purchasing services (sold to Capgemini in 2010)

WM-data - IT services (sold in August 2006)

Saab Automobile - car manufacturer acquired by General Motors in 2000

Scania - divested its holding to Volkswagen Group in 2008

Bredbandsbolaget - a broadband and telecoms provider. This was initially difficult but sold in 2005 to Telenor for a profit.

OMX - financial services company (sold in May 2007 to Nasdaq)

Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗

Wikidata ↗

Institution

View 13F portfolio

Insider at

Insider transactions

1 buys (P) 0 sells (S) Net: $15,836,000 + 22 non-open-market transactions below Avg return of open purchases vs now: 23.9% last 12 months, based on the transactions shown below

Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted

22 other filings hidden
Date Ticker Code Shares Price Value Owned after Δ own A/D vs now
Feb. 13, 2026 NDAQ P 200,000 $79.18 $15,836,000 58,382,426 Indirect +0.34% Acquired 23.9% (price as of 2026-08-21)
May 29, 2014 889232 P 2,509,949 $6.00 $15,059,694 3,509,949 Indirect +250.99% Acquired
May 22, 2014 889232 P 1,000,000 $6.00 $6,000,000 1,000,000 Indirect Acquired
Aug. 1, 2011 889232 S 132,361 $9.30 $1,230,957 2,760,943 Indirect -4.57% Disposed
Dec. 4, 2008 889232 P 200,000 $1.00 $200,000 2,548,360 Indirect +8.52% Acquired
Nov. 26, 2008 889232 P 24,700 $1.00 $24,700 2,348,360 Indirect +1.06% Acquired
June 15, 2007 889232 S 4,083 $8.10 $33,072 797,518 Indirect -0.51% Disposed
June 15, 2007 889232 S 9,528 $8.10 $77,177 1,860,874 Indirect -0.51% Disposed
June 4, 2007 889232 S 743 $8.03 $5,966 801,601 Indirect -0.09% Disposed
June 4, 2007 889232 S 1,734 $8.03 $13,924 1,870,402 Indirect -0.09% Disposed
June 1, 2007 889232 S 4,938 $8.49 $41,924 1,872,136 Indirect -0.26% Disposed
June 1, 2007 889232 S 2,116 $8.49 $17,965 802,344 Indirect -0.26% Disposed
May 31, 2007 889232 S 8,190 $8.00 $65,520 1,877,074 Indirect -0.43% Disposed
May 31, 2007 889232 S 3,510 $8.00 $28,080 804,460 Indirect -0.43% Disposed
May 22, 2007 889232 S 3,000 $8.00 $24,000 807,970 Indirect -0.37% Disposed
May 22, 2007 889232 S 7,000 $8.00 $56,000 1,885,264 Indirect -0.37% Disposed
May 21, 2007 889232 S 4,500 $7.52 $33,840 810,970 Indirect -0.55% Disposed
May 21, 2007 889232 S 10,500 $7.52 $78,960 1,892,264 Indirect -0.55% Disposed
May 18, 2007 889232 S 4,500 $7.14 $32,130 815,470 Indirect -0.55% Disposed
May 18, 2007 889232 S 10,500 $7.14 $74,970 1,902,764 Indirect -0.55% Disposed
April 30, 2007 889232 S 1,423 $10.25 $14,586 819,970 Indirect -0.17% Disposed
April 30, 2007 889232 S 3,319 $10.25 $34,020 1,913,264 Indirect -0.17% Disposed
April 27, 2007 889232 S 13,574 $10.09 $136,962 821,393 Indirect -1.63% Disposed
April 27, 2007 889232 S 31,674 $10.09 $319,591 1,916,583 Indirect -1.63% Disposed
April 26, 2007 889232 S 22,090 $10.00 $220,900 834,967 Indirect -2.58% Disposed
April 26, 2007 889232 S 51,542 $10.00 $515,420 1,948,257 Indirect -2.58% Disposed
March 7, 2007 889232 S 7,500 $8.80 $66,000 769,762 Indirect -0.96% Disposed
March 7, 2007 889232 S 17,500 $8.80 $154,000 1,796,109 Indirect -0.96% Disposed
March 6, 2007 889232 S 10,950 $8.52 $93,294 777,262 Indirect -1.39% Disposed
March 6, 2007 889232 S 25,550 $8.52 $217,686 1,813,609 Indirect -1.39% Disposed
Feb. 26, 2007 889232 S 4,500 $8.36 $37,620 788,212 Indirect -0.57% Disposed
Feb. 26, 2007 889232 S 10,500 $8.36 $87,780 1,839,159 Indirect -0.57% Disposed
Feb. 22, 2007 889232 S 6,000 $8.09 $48,540 792,712 Indirect -0.75% Disposed
Feb. 22, 2007 889232 S 14,000 $8.09 $113,260 1,849,659 Indirect -0.75% Disposed
Feb. 21, 2007 889232 S 3,000 $8.01 $24,030 798,712 Indirect -0.37% Disposed
Feb. 21, 2007 889232 S 7,000 $8.01 $56,070 1,863,659 Indirect -0.37% Disposed
Feb. 20, 2007 889232 S 147 $8.10 $1,191 801,712 Indirect -0.02% Disposed
Feb. 20, 2007 889232 S 343 $8.10 $2,778 1,870,659 Indirect -0.02% Disposed
Feb. 16, 2007 889232 S 207 $8.12 $1,681 801,859 Indirect -0.03% Disposed
Feb. 16, 2007 889232 S 484 $8.12 $3,930 1,871,002 Indirect -0.03% Disposed
Feb. 15, 2007 889232 S 1,560 $8.10 $12,636 802,066 Indirect -0.19% Disposed
Feb. 15, 2007 889232 S 3,640 $8.10 $29,484 1,871,486 Indirect -0.19% Disposed
Feb. 14, 2007 889232 S 1,500 $8.17 $12,255 803,626 Indirect -0.19% Disposed
Feb. 14, 2007 889232 S 3,500 $8.17 $28,595 1,875,126 Indirect -0.19% Disposed
Feb. 13, 2007 889232 S 7,500 $8.10 $60,750 805,126 Indirect -0.92% Disposed
Feb. 13, 2007 889232 S 17,500 $8.10 $141,750 1,878,626 Indirect -0.92% Disposed
Feb. 12, 2007 889232 S 10,500 $8.03 $84,315 812,626 Indirect -1.28% Disposed
Feb. 12, 2007 889232 S 24,500 $8.03 $196,735 1,896,126 Indirect -1.28% Disposed
Feb. 9, 2007 889232 S 3,330 $8.08 $26,906 823,126 Indirect -0.40% Disposed
Feb. 9, 2007 889232 S 7,770 $8.08 $62,782 1,920,626 Indirect -0.40% Disposed
July 20, 2005 889232 S 10b5-1 120 $9.85 $1,182 825,434 Indirect -0.01% Disposed
July 20, 2005 889232 S 10b5-1 630 $9.80 $6,174 825,554 Indirect -0.08% Disposed
July 20, 2005 889232 S 10b5-1 60 $9.93 $596 826,184 Indirect -0.01% Disposed
July 20, 2005 889232 S 10b5-1 690 $9.92 $6,845 826,244 Indirect -0.08% Disposed
July 20, 2005 889232 S 10b5-1 3,239 $9.95 $32,228 826,934 Indirect -0.39% Disposed
July 20, 2005 889232 S 10b5-1 280 $9.85 $2,758 1,928,396 Indirect -0.01% Disposed
July 20, 2005 889232 S 10b5-1 1,470 $9.80 $14,406 1,928,676 Indirect -0.08% Disposed
July 20, 2005 889232 S 10b5-1 140 $9.93 $1,390 1,930,146 Indirect -0.01% Disposed
July 20, 2005 889232 S 10b5-1 1,610 $9.92 $15,971 1,930,286 Indirect -0.08% Disposed
July 20, 2005 889232 S 10b5-1 7,558 $9.95 $75,202 1,931,896 Indirect -0.39% Disposed
July 19, 2005 889232 S 10b5-1 30 $9.63 $289 830,173 Indirect 0.00% Disposed
July 19, 2005 889232 S 10b5-1 2,970 $9.60 $28,512 830,203 Indirect -0.36% Disposed
July 19, 2005 889232 S 10b5-1 1,261 $9.70 $12,232 833,173 Indirect -0.15% Disposed
July 19, 2005 889232 S 10b5-1 70 $9.63 $674 1,939,454 Indirect 0.00% Disposed
July 19, 2005 889232 S 10b5-1 6,930 $9.60 $66,528 1,939,524 Indirect -0.36% Disposed
July 19, 2005 889232 S 10b5-1 2,942 $9.70 $28,537 1,946,454 Indirect -0.15% Disposed
July 18, 2005 889232 S 10b5-1 3,500 $9.25 $32,375 1,956,396 Indirect -0.18% Disposed
July 18, 2005 889232 S 10b5-1 7,000 $9.20 $64,400 1,949,396 Indirect -0.36% Disposed
July 15, 2005 889232 S 10b5-1 766 $9.18 $7,032 839,984 Indirect -0.09% Disposed
July 15, 2005 889232 S 10b5-1 426 $9.12 $3,885 1,966,470 Indirect -0.02% Disposed
July 15, 2005 889232 S 10b5-1 840 $9.15 $7,686 1,965,630 Indirect -0.04% Disposed
July 15, 2005 889232 S 10b5-1 70 $9.16 $641 1,965,560 Indirect 0.00% Disposed
July 15, 2005 889232 S 10b5-1 3,808 $9.17 $34,919 1,961,752 Indirect -0.19% Disposed
July 15, 2005 889232 S 10b5-1 1,786 $9.18 $16,395 1,959,966 Indirect -0.09% Disposed
July 15, 2005 889232 S 10b5-1 70 $9.19 $643 1,959,896 Indirect 0.00% Disposed
July 15, 2005 889232 S 10b5-1 183 $9.12 $1,669 842,771 Indirect -0.02% Disposed
July 15, 2005 889232 S 10b5-1 360 $9.15 $3,294 842,411 Indirect -0.04% Disposed
July 15, 2005 889232 S 10b5-1 30 $9.16 $275 842,381 Indirect 0.00% Disposed

Showing latest 100 of 638 transactions

P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding

Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.

Derivative holdings (Form 4 Table II)

Options, RSUs and convertible securities reported on Form 4 Table II.

Date Ticker Security Underlying Exercise price Expiration Shares A/D
Feb. 7, 2012 889232 Series B Convertible Preferred Stock Common Stock (329,416) 329,416 Disposed
Feb. 7, 2012 889232 Series B Convertible Preferred Stock Common Stock (768,637) 768,637 Disposed
Feb. 7, 2012 889232 Series A Convertible Preferred Stock Common Stock (947,368) 750,000 Disposed
Feb. 7, 2012 889232 Series A Convertible Preferred Stock Common Stock (2,210,526) 1,750,000 Disposed
March 30, 2007 889232 Common Stock Warrants (right to buy) Common Stock (145,658) $3.80 Nov. 19, 2007 145,658 Disposed
March 30, 2007 889232 Common Stock Warrants (right to buy) Common Stock (13,816) $3.80 Sept. 19, 2007 13,816 Disposed
March 30, 2007 889232 Common Stock Warrants (right to buy) Common Stock (339,868) $3.80 Nov. 19, 2007 339,868 Disposed
March 30, 2007 889232 Common Stock Warrants (right to buy) Common Stock (32,237) $3.80 Sept. 19, 2007 32,237 Disposed
Nov. 20, 2003 889232 Series F Preferred Stock Common Stock (279,803) 279,803 Disposed
Nov. 20, 2003 889232 Series F Preferred Stock Common Stock (279,803) 279,803 Disposed
Nov. 18, 2003 889232 Series E Preferred Stock Common Stock (79,999) 79,999 Disposed
Nov. 18, 2003 889232 Series D Preferred Stock Common Stock (1,206,246) 1,206,246 Disposed
Nov. 18, 2003 889232 Series C Preferred Stock Common Stock (240,000) 240,000 Disposed
Nov. 18, 2003 889232 Series F Preferred Stock Common Stock (652,873) 652,873 Disposed
Nov. 18, 2003 889232 Series E Preferred Stock Common Stock (186,665) 186,665
Nov. 18, 2003 889232 Series D Preferred Stock Co mmon Stock (2,814,574) 2,814,574 Disposed
Nov. 18, 2003 889232 Series E Preferred Stock Common Stock (79,999) 79,999 Disposed
Nov. 18, 2003 889232 Series D Preferred Stock Common Stock (1,206,246) 1,206,246 Disposed
Nov. 18, 2003 889232 Series C Preferred Stock Common Stock (240,000) 240,000 Disposed
Nov. 18, 2003 889232 Series F Preferred Stock Common Stock (652,873) 652,873 Disposed
Nov. 18, 2003 889232 Series E Preferred Stock Common Stock (186,665) 186,665
Nov. 18, 2003 889232 Series D Preferred Stock Co mmon Stock (2,814,574) 2,814,574 Disposed

Exercise/conversion price is blank when not applicable (e.g. RSUs).