The Australian Wealth Advisors Group (ASX:WAG) Institutional Ownership: 7.28% (As of Jul. 27, 2026)

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ASX:WAG The Australian Wealth Advisors Group Ltd ASX:WAG
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What is The Australian Wealth Advisors Group Institutional Ownership?

The Australian Wealth Advisors Group ASX:WAG +0.88% 12 Institutional Ownership is 7.28% as of Jul. 27, 2026. GuruFocus rates ASX:WAG with a GF Score™ of 12/100. 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, The Australian Wealth Advisors Group's institutional ownership is 7.28%.

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

The Australian Wealth Advisors Group Institutional Ownership Historical Data

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The historical data trend for The Australian Wealth Advisors 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.

The Australian Wealth Advisors Group Institutional Ownership Chart

The Australian Wealth Advisors Group Historical Data

The historical data trend for The Australian Wealth Advisors Group can be seen below:

2024-11-30 2024-12-31 2025-01-31 2025-02-28 2025-03-31 2025-04-30 2025-05-31 2025-06-30 2025-07-31 2025-08-31
Institutional Ownership 7.28 7.28 7.28 7.28 7.28 7.28 7.28 7.28 7.28 7.28
ASX:WAG
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The Australian Wealth Advisors Group Ltd ASX:WAG
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
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The Australian Wealth Advisors 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 7.28% mean?
The Australian Wealth Advisors Group (ASX:WAG) has a Institutional Ownership of 7.28% as of Jul. 27, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on The Australian Wealth Advisors Group and its competitors.
Is The Australian Wealth Advisors Group's Institutional Ownership too high?
The Australian Wealth Advisors Group's current Institutional Ownership is 7.28%. Overall, The Australian Wealth Advisors Group has a GF Score™ of 12/100, reflecting its overall financial health beyond just this single metric.
How does The Australian Wealth Advisors Group's Institutional Ownership compare to BLK and BX?
The Australian Wealth Advisors Group's Institutional Ownership of 7.28% 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 The Australian Wealth Advisors Group and its competitors. The Australian Wealth Advisors Group's current Institutional Ownership is 7.28%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is The Australian Wealth Advisors Group stock overvalued right now?
The Australian Wealth Advisors Group (ASX:WAG) has a current Institutional Ownership of 7.28%. The current Institutional Ownership is 7.28%. The Australian Wealth Advisors Group's overall GF Score™ is 12/100 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 The Australian Wealth Advisors Group (ASX:WAG), the current Institutional Ownership is 7.28% as of Jul. 27, 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.

The Australian Wealth Advisors Group Business Description

Address 30 Collins Street, Level 5, Melbourne, VIC, AUS, 3000
The Australian Wealth Advisors Group Ltd is a Financial Management Firm. Its passion and expertise are providing attentive financial planning and advisory services on asset allocation and Asset Management. The operating segment includes the investment and funds management segment and the Wealth Management support services segment.
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Institutional Ownership is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

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