Summerset Group Holdings (ASX:SNZ) Institutional Ownership: 36.02% (As of Jul. 15, 2026)

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ASX:SNZ Summerset Group Holdings Ltd ASX:SNZ
71 GF Score
Price A$7.10
GF Value A$12.60
Valuation Possible Value Trap
! 8 Warning Signs
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What is Summerset Group Holdings Institutional Ownership?

Summerset Group Holdings ASX:SNZ 71 Institutional Ownership is 36.02% as of Jul. 15, 2026. GuruFocus rates ASX:SNZ with a GF Score™ of 71/100 and a GF Value™ of A$12.60 (Possible Value Trap). The stock has 8 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, Summerset Group Holdings's institutional ownership is 36.02%.

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

Summerset Group Holdings Institutional Ownership Historical Data

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The historical data trend for Summerset Group Holdings'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.

Summerset Group Holdings Institutional Ownership Chart

Summerset Group Holdings Historical Data

The historical data trend for Summerset Group Holdings 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 33.68 34.17 30.68 34.02 35.55 35.71 35.73 35.52 35.83 36.02
ASX:SNZ
71GF Score
Summerset Group Holdings Ltd ASX:SNZ
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
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Summerset Group Holdings Institutional Ownership Calculation

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

What does a Institutional Ownership of 36.02% mean?
Summerset Group Holdings (ASX:SNZ) has a Institutional Ownership of 36.02% as of Jul. 15, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Summerset Group Holdings and its competitors.
Is Summerset Group Holdings' Institutional Ownership too high?
Summerset Group Holdings' current Institutional Ownership is 36.02%. Overall, Summerset Group Holdings has a GF Score™ of 71/100 and is considered Possible Value Trap, reflecting its overall financial health beyond just this single metric.
How does Summerset Group Holdings' Institutional Ownership compare to HCA and THC?
Summerset Group Holdings' Institutional Ownership of 36.02% can be compared against companies in the Healthcare Providers & 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 Healthcare Providers & Services company?
A good Institutional Ownership depends on the Healthcare Providers & 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 Summerset Group Holdings and its competitors. Summerset Group Holdings's current Institutional Ownership is 36.02%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Summerset Group Holdings stock overvalued right now?
Based on GuruFocus' analysis, Summerset Group Holdings (ASX:SNZ) is currently considered Possible Value Trap. The stock's GF Value™ is A$12.60, compared to a current price of A$7.10 — trading 43.7% below its estimated fair value. The current Institutional Ownership is 36.02%. Summerset Group Holdings' overall GF Score™ is 71/100 with 8 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 Summerset Group Holdings (ASX:SNZ), the current Institutional Ownership is 36.02% as of Jul. 15, 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 Summerset Group Holdings (ASX:SNZ) Overvalued in 2026?

Based on GuruFocus' analysis, Summerset Group Holdings stock appears to be undervalued. The current stock price of A$7.10 is trading 43.7% below its estimated GF Value™ of A$12.60. GuruFocus considers Summerset Group Holdings to be Possible Value Trap.

Key valuation signals for ASX:SNZ:

  • Institutional Ownership: 36.02%
  • GF Value™: A$12.60 vs. price of A$7.10 (43.7% below fair value)
  • GF Score™: 71/100 with 8 warning signs

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

Summerset Group Holdings Business Description

Other Exchanges SMGRF:USASUM:New Zealand
Address 100 Willis Street, Level 27, Majestic Centre, PO Box 5187, Wellington, NZL, 6011
Summerset Group Holdings Ltd develops, owns, and operates integrated retirement villages. The company receives a majority of its revenue from the New Zealand Ministry of Health, which subsidizes fees for eligible aged-care residents. Its revenue is mainly derived from care fees and village services income. Summerset provides a range of care for its residents, including in-home care and 24-hour medical care centers. In addition to its independent-living villas and apartments, Summerset offers supported-living residences, which include assistance with daily activities like shopping and housekeeping.
71GF Score

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

A$7.10
Price
A$12.60
GF Value