Sequoia Financial Group (ASX:SEQ) Institutional Ownership: 0.74% (As of Jul. 19, 2026)

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ASX:SEQ Sequoia Financial Group Ltd ASX:SEQ
39 GF Score
Price A$0.12
GF Value A$0.46
Valuation Significantly Undervalued
! 7 Warning Signs
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What is Sequoia Financial Group Institutional Ownership?

Sequoia Financial Group ASX:SEQ 39 Institutional Ownership is 0.74% as of Jul. 19, 2026. GuruFocus rates ASX:SEQ with a GF Score™ of 39/100 and a GF Value™ of A$0.46 (Significantly Undervalued). The stock has 7 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, Sequoia Financial Group's institutional ownership is 0.74%.

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

Sequoia Financial Group Institutional Ownership Historical Data

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The historical data trend for Sequoia Financial 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.

Sequoia Financial Group Institutional Ownership Chart

Sequoia Financial Group Historical Data

The historical data trend for Sequoia Financial Group can be seen below:

2024-09-30 2024-10-31 2024-11-30 2024-12-31 2025-01-31 2025-02-28 2025-03-31 2025-04-30 2025-05-31 2025-06-30
Institutional Ownership 0.65 0.65 0.74 0.74 0.74 0.74 0.74 0.74 0.74 0.74
ASX:SEQ
39GF Score
Sequoia Financial Group Ltd ASX:SEQ
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
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Sequoia Financial 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 0.74% mean?
Sequoia Financial Group (ASX:SEQ) has a Institutional Ownership of 0.74% as of Jul. 19, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Sequoia Financial Group and its competitors.
Is Sequoia Financial Group's Institutional Ownership too high?
Sequoia Financial Group's current Institutional Ownership is 0.74%. Overall, Sequoia Financial Group has a GF Score™ of 39/100 and is considered Significantly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Sequoia Financial Group's Institutional Ownership compare to VOYA and FRHC?
Sequoia Financial Group's Institutional Ownership of 0.74% 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 Sequoia Financial Group and its competitors. Sequoia Financial Group's current Institutional Ownership is 0.74%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Sequoia Financial Group stock overvalued right now?
Based on GuruFocus' analysis, Sequoia Financial Group (ASX:SEQ) is currently considered Significantly Undervalued. The stock's GF Value™ is A$0.46, compared to a current price of A$0.12 — trading 73.9% below its estimated fair value. The current Institutional Ownership is 0.74%. Sequoia Financial Group's overall GF Score™ is 39/100 with 7 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 Sequoia Financial Group (ASX:SEQ), the current Institutional Ownership is 0.74% 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 Sequoia Financial Group (ASX:SEQ) Overvalued in 2026?

Based on GuruFocus' analysis, Sequoia Financial Group stock appears to be undervalued. The current stock price of A$0.12 is trading 73.9% below its estimated GF Value™ of A$0.46. GuruFocus considers Sequoia Financial Group to be Significantly Undervalued.

Key valuation signals for ASX:SEQ:

  • Institutional Ownership: 0.74%
  • GF Value™: A$0.46 vs. price of A$0.12 (73.9% below fair value)
  • GF Score™: 39/100 with 7 warning signs

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

Sequoia Financial Group Business Description

Address 555 Collins Street, Suite 1, Level 20, Melbourne, VIC, AUS, 3000
Sequoia Financial Group Ltd is a financial services company operating in Australia. Its segments include Licensee and Adviser Services, providing licensee services, financial planning, advice to investors, and corporate support such as equity capital markets, M&A advice, and investor relations. The Legal and Administration Services segment supports accountancy firms, dealer groups, financial planning, law firms, and trustees. The company offers licensing, business support, advice and coaching, compliance, education, legal document services, portfolio management, bespoke investments, and related services. All revenue is generated within Australia.
39GF Score

Get the complete analysis for ASX:SEQ

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

A$0.12
Price
A$0.46
GF Value