Netwealth Group (ASX:NWL) Institutional Ownership: 21.60% (As of Jul. 20, 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:NWL Netwealth Group Ltd ASX:NWL
86 GF Score
Price A$22.96
GF Value A$35.71
Valuation Significantly Undervalued
! 2 Warning Signs
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What is Netwealth Group Institutional Ownership?

Netwealth Group ASX:NWL -2.21% 86 Institutional Ownership is 21.60% as of Jul. 20, 2026. GuruFocus rates ASX:NWL with a GF Score™ of 86/100 and a GF Value™ of A$35.71 (Significantly 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, Netwealth Group's institutional ownership is 21.60%.

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

Netwealth Group Institutional Ownership Historical Data

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The historical data trend for Netwealth 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.

Netwealth Group Institutional Ownership Chart

Netwealth Group Historical Data

The historical data trend for Netwealth Group 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 20.79 20.75 21.09 21.96 22.03 23.36 22.21 22.25 21.96 21.60
ASX:NWL
86GF Score
Netwealth Group Ltd ASX:NWL
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
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Netwealth 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 21.60% mean?
Netwealth Group (ASX:NWL) has a Institutional Ownership of 21.60% as of Jul. 20, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Netwealth Group and its competitors.
Is Netwealth Group's Institutional Ownership too high?
Netwealth Group's current Institutional Ownership is 21.60%. Overall, Netwealth Group has a GF Score™ of 86/100 and is considered Significantly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Netwealth Group's Institutional Ownership compare to UBER and SHOP?
Netwealth Group's Institutional Ownership of 21.60% can be compared against companies in the Software 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 Software company?
A good Institutional Ownership depends on the Software 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 Netwealth Group and its competitors. Netwealth Group's current Institutional Ownership is 21.60%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Netwealth Group stock overvalued right now?
Based on GuruFocus' analysis, Netwealth Group (ASX:NWL) is currently considered Significantly Undervalued. The stock's GF Value™ is A$35.71, compared to a current price of A$22.96 — trading 35.7% below its estimated fair value. The current Institutional Ownership is 21.60%. Netwealth Group's overall GF Score™ is 86/100 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 Netwealth Group (ASX:NWL), the current Institutional Ownership is 21.60% as of Jul. 20, 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 Netwealth Group (ASX:NWL) Overvalued in 2026?

Based on GuruFocus' analysis, Netwealth Group stock appears to be undervalued. The current stock price of A$22.96 is trading 35.7% below its estimated GF Value™ of A$35.71. GuruFocus considers Netwealth Group to be Significantly Undervalued.

Key valuation signals for ASX:NWL:

  • Institutional Ownership: 21.60%
  • GF Value™: A$35.71 vs. price of A$22.96 (35.7% below fair value)
  • GF Score™: 86/100 with 2 warning signs

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

Netwealth Group Business Description

Address 180 Flinders Street, Level 6, Melbourne, VIC, AUS, 3000
Netwealth provides cloud-based investment administration software as a service in Australia via its proprietary platform. Netwealth's platform provides portfolio administration, investment management tools, and investment and managed account services to financial intermediaries and directly to clients. The company charges SaaS fees based on funds under administration and management on its platform. Netwealth also offers Netwealth-branded investment products on its platform, which are managed by third-party investment managers.
86GF Score

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

A$22.96
Price
A$35.71
GF Value