Australian Ethical Investment (ASX:AEF) Institutional Ownership: 11.99% (As of Jul. 07, 2026)


ASX:AEF Australian Ethical Investment Ltd ASX:AEF
98 GF Score
Price A$4.45
GF Value A$6.38
Valuation Possible Value Trap
! 2 Warning Signs
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What is Australian Ethical Investment Institutional Ownership?

Australian Ethical Investment ASX:AEF +1.14% 98 Institutional Ownership is 11.99% as of Jul. 07, 2026. GuruFocus rates ASX:AEF with a GF Score™ of 98/100 and a GF Value™ of A$6.38 (Possible Value Trap). The stock has 2 warning signs investors should review.

Institutional ownership is the percentage of shares that are owned by institutions out of the total shares outstanding. As of today, Australian Ethical Investment's institutional ownership is 11.99%.

Insider Ownership is the percentage of shares that are owned by company insiders relative to the total shares outstanding. As of today, Australian Ethical Investment's Insider Ownership is 0.00%.

Float Percentage Of Total Shares Outstanding is the percentage of float shares relative to the total shares outstanding. As of today, Australian Ethical Investment's Float Percentage Of Total Shares Outstanding is 0.00%.

Australian Ethical Investment Institutional Ownership Historical Data

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The historical data trend for Australian Ethical Investment's Institutional Ownership can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Australian Ethical Investment Institutional Ownership Chart

Australian Ethical Investment Historical Data

The historical data trend for Australian Ethical Investment can be seen below:

2025-09-30 2025-10-31 2025-11-30 2025-12-31 2026-01-31 2026-02-28 2026-03-31 2026-04-30 2026-05-31 2026-06-30
Institutional Ownership 13.34 12.04 12.05 12.07 12.01 12.00 11.96 11.91 11.99 11.99
ASX:AEF
98GF Score
Australian Ethical Investment Ltd ASX:AEF
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
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Australian Ethical Investment Institutional Ownership Calculation

The percentage of shares that are owned by institutions out of the total shares outstanding.

What does a Institutional Ownership of 11.99% mean?
Australian Ethical Investment (ASX:AEF) has a Institutional Ownership of 11.99% as of Jul. 07, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Australian Ethical Investment and its competitors.
Is Australian Ethical Investment's Institutional Ownership too high?
Australian Ethical Investment's current Institutional Ownership is 11.99%. Overall, Australian Ethical Investment has a GF Score™ of 98/100 and is considered Possible Value Trap, reflecting its overall financial health beyond just this single metric.
How does Australian Ethical Investment's Institutional Ownership compare to BLK and BX?
Australian Ethical Investment's Institutional Ownership of 11.99% can be compared against companies in the Asset Management industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Institutional Ownership for an Asset Management company?
A good Institutional Ownership depends on the Asset Management industry context. However, Institutional Ownership should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Institutional Ownership mean?
A high Institutional Ownership can signal that a stock is expensive relative to its fundamentals. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Australian Ethical Investment and its competitors. Australian Ethical Investment's current Institutional Ownership is 11.99%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Australian Ethical Investment stock overvalued right now?
Based on GuruFocus' analysis, Australian Ethical Investment (ASX:AEF) is currently considered Possible Value Trap. The stock's GF Value™ is A$6.38, compared to a current price of A$4.45 — trading 30.3% below its estimated fair value. The current Institutional Ownership is 11.99%. Australian Ethical Investment's overall GF Score™ is 98/100 with 2 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Institutional Ownership calculated?
Institutional Ownership is calculated from a company's financial statements. For Australian Ethical Investment (ASX:AEF), the current Institutional Ownership is 11.99% as of Jul. 07, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Australian Ethical Investment (ASX:AEF) Overvalued in 2026?

Based on GuruFocus' analysis, Australian Ethical Investment stock appears to be undervalued. The current stock price of A$4.45 is trading 30.3% below its estimated GF Value™ of A$6.38. GuruFocus considers Australian Ethical Investment to be Possible Value Trap.

Key valuation signals for ASX:AEF:

  • Institutional Ownership: 11.99%
  • GF Value™: A$6.38 vs. price of A$4.45 (30.3% below fair value)
  • GF Score™: 98/100 with 2 warning signs

No single metric tells the full story. See the ASX:AEF stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Australian Ethical Investment Business Description

Other Exchanges 1OP:Germany
Address 130 Pitt Street, Level 8, Sydney, NSW, AUS, 2000
Australian Ethical Investment Ltd is an Australian-based company engaged in the operating segment of Funds Management. The company is involved in acting as the responsible entity for a range of public offer ethically managed investment schemes and acting as the Trustee of the Australian Ethical Retail Superannuation Fund (Super Fund). The various products offered by the company are Super, Managed funds, ETFs, Insurance, and Pension.
98GF Score

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Institutional Ownership is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

A$4.45
Price
A$6.38
GF Value