InvestSMART Group (ASX:INV) Institutional Ownership: 13.00% (As of Jul. 19, 2026)

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Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
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Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

ASX:INV InvestSMART Group Ltd ASX:INV
48 GF Score
Price A$0.14
GF Value A$0.16
Valuation Modestly Undervalued
! 2 Warning Signs
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What is InvestSMART Group Institutional Ownership?

InvestSMART Group ASX:INV -3.57% 48 Institutional Ownership is 13.00% as of Jul. 19, 2026. GuruFocus rates ASX:INV with a GF Score™ of 48/100 and a GF Value™ of A$0.16 (Modestly Undervalued). 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, InvestSMART Group's institutional ownership is 13.00%.

Insider Ownership is the percentage of shares that are owned by company insiders relative to the total shares outstanding. As of today, InvestSMART Group'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, InvestSMART Group's Float Percentage Of Total Shares Outstanding is 0.00%.

InvestSMART Group Institutional Ownership Historical Data

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The historical data trend for InvestSMART Group'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.

InvestSMART Group Institutional Ownership Chart

InvestSMART Group Historical Data

The historical data trend for InvestSMART Group can be seen below:

2025-05-31 2025-06-30 2025-10-31 2025-11-30 2026-01-31 2026-02-28 2026-03-31 2026-04-30 2026-05-31 2026-06-30
Institutional Ownership 12.29 15.83 12.43 12.75 12.99 13.00 13.00 13.00 13.00 13.00
ASX:INV
48GF Score
InvestSMART Group Ltd ASX:INV
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
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InvestSMART Group Institutional Ownership Calculation

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

What does a Institutional Ownership of 13.00% mean?
InvestSMART Group (ASX:INV) has a Institutional Ownership of 13.00% as of Jul. 19, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on InvestSMART Group and its competitors.
Is InvestSMART Group's Institutional Ownership too high?
InvestSMART Group's current Institutional Ownership is 13.00%. Overall, InvestSMART Group has a GF Score™ of 48/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does InvestSMART Group's Institutional Ownership compare to VOYA and FRHC?
InvestSMART Group's Institutional Ownership of 13.00% can be compared against companies in the Diversified Financial Services 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 a Diversified Financial Services company?
A good Institutional Ownership depends on the Diversified Financial Services 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 InvestSMART Group and its competitors. InvestSMART Group's current Institutional Ownership is 13.00%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is InvestSMART Group stock overvalued right now?
Based on GuruFocus' analysis, InvestSMART Group (ASX:INV) is currently considered Modestly Undervalued. The stock's GF Value™ is A$0.16, compared to a current price of A$0.14 — trading 15.6% below its estimated fair value. The current Institutional Ownership is 13.00%. InvestSMART Group's overall GF Score™ is 48/100 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 InvestSMART Group (ASX:INV), the current Institutional Ownership is 13.00% as of Jul. 19, 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 InvestSMART Group (ASX:INV) Overvalued in 2026?

Based on GuruFocus' analysis, InvestSMART Group stock appears to be undervalued. The current stock price of A$0.14 is trading 15.6% below its estimated GF Value™ of A$0.16. GuruFocus considers InvestSMART Group to be Modestly Undervalued.

Key valuation signals for ASX:INV:

  • Institutional Ownership: 13.00%
  • GF Value™: A$0.16 vs. price of A$0.14 (15.6% below fair value)
  • GF Score™: 48/100 with 2 warning signs

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

InvestSMART Group Business Description

Address 66 Clarence Street, Suite 2, Level 2, Sydney, NSW, AUS, 2000
InvestSMART Group Ltd is mainly involved in operating businesses that deliver financial services to retail investors in Australia, predominantly in wealth and funds management. It offers a proprietary digital wealth platform that operates within a content and tools ecosystem, offering investment products like InvestSMART (Professionally Managed Accounts), Fundlater (lending service), White label, and Intelligent Investor. In addition, the platform provides investment content and tools like Intelligent Investor (research and investment advisory service), and organizes bootcamps for investors, among others.
48GF Score

Get the complete analysis for ASX:INV

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

A$0.14
Price
A$0.16
GF Value