Perpetual Equity Investment Co (ASX:PIC) Institutional Ownership: 2.28% (As of Jul. 11, 2026)


ASX:PIC Perpetual Equity Investment Co Ltd ASX:PIC
61 GF Score
Price A$1.18
GF Value A$1.47
Valuation Modestly Undervalued
! 2 Warning Signs
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What is Perpetual Equity Investment Co Institutional Ownership?

Perpetual Equity Investment Co ASX:PIC -0.42% 61 Institutional Ownership is 2.28% as of Jul. 11, 2026. GuruFocus rates ASX:PIC with a GF Score™ of 61/100 and a GF Value™ of A$1.47 (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, Perpetual Equity Investment Co's institutional ownership is 2.28%.

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

Perpetual Equity Investment Co Institutional Ownership Historical Data

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The historical data trend for Perpetual Equity Investment Co'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.

Perpetual Equity Investment Co Institutional Ownership Chart

Perpetual Equity Investment Co Historical Data

The historical data trend for Perpetual Equity Investment Co can be seen below:

2025-08-31 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
Institutional Ownership 4.55 3.44 3.44 3.44 2.29 2.29 2.29 2.29 2.28 2.28
ASX:PIC
61GF Score
Perpetual Equity Investment Co Ltd ASX:PIC
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
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Perpetual Equity Investment Co Institutional Ownership Calculation

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

What does a Institutional Ownership of 2.28% mean?
Perpetual Equity Investment Co (ASX:PIC) has a Institutional Ownership of 2.28% as of Jul. 11, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Perpetual Equity Investment Co and its competitors.
Is Perpetual Equity Investment Co's Institutional Ownership too high?
Perpetual Equity Investment Co's current Institutional Ownership is 2.28%. Overall, Perpetual Equity Investment Co has a GF Score™ of 61/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Perpetual Equity Investment Co's Institutional Ownership compare to BLK and BX?
Perpetual Equity Investment Co's Institutional Ownership of 2.28% 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 Perpetual Equity Investment Co and its competitors. Perpetual Equity Investment Co's current Institutional Ownership is 2.28%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Perpetual Equity Investment Co stock overvalued right now?
Based on GuruFocus' analysis, Perpetual Equity Investment Co (ASX:PIC) is currently considered Modestly Undervalued. The stock's GF Value™ is A$1.47, compared to a current price of A$1.18 — trading 20.1% below its estimated fair value. The current Institutional Ownership is 2.28%. Perpetual Equity Investment Co's overall GF Score™ is 61/100 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 Perpetual Equity Investment Co (ASX:PIC), the current Institutional Ownership is 2.28% as of Jul. 11, 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 Perpetual Equity Investment Co (ASX:PIC) Overvalued in 2026?

Based on GuruFocus' analysis, Perpetual Equity Investment Co stock appears to be undervalued. The current stock price of A$1.18 is trading 20.1% below its estimated GF Value™ of A$1.47. GuruFocus considers Perpetual Equity Investment Co to be Modestly Undervalued.

Key valuation signals for ASX:PIC:

  • Institutional Ownership: 2.28%
  • GF Value™: A$1.47 vs. price of A$1.18 (20.1% below fair value)
  • GF Score™: 61/100 with 2 warning signs

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

Perpetual Equity Investment Co Business Description

Address 123 Pitt Street, Level 14, Sydney, NSW, AUS, 2000
Perpetual Equity Investment Co Ltd is an investment company. Its investment objective is to provide investors with an income stream and long-term capital growth in excess of its benchmark (the S&P/ASX 300 Accumulation Index) over a minimum 5-year investment period. The company invests in a concentrated and actively managed portfolio of Australian-listed securities with a mid-cap focus and cash, deposit products, and senior debt, together with opportunistic allocations to globally listed securities.
61GF Score

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

A$1.18
Price
A$1.47
GF Value