Xero (ASX:XRO) Institutional Ownership: 38.42% (As of Jul. 05, 2026)


ASX:XRO Xero Ltd ASX:XRO
81 GF Score
Price A$72.25
GF Value A$196.35
Valuation Possible Value Trap
! 7 Warning Signs
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What is Xero Institutional Ownership?

Xero ASX:XRO +1.43% 81 Institutional Ownership is 38.42% as of Jul. 05, 2026. GuruFocus rates ASX:XRO with a GF Score™ of 81/100 and a GF Value™ of A$196.35 (Possible Value Trap). 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, Xero's institutional ownership is 38.42%.

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

Xero Institutional Ownership Historical Data

* Premium members only.

The historical data trend for Xero'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.

Xero Institutional Ownership Chart

Xero Historical Data

The historical data trend for Xero 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 41.86 40.80 39.68 41.64 40.46 39.83 40.20 40.52 40.33 38.42
ASX:XRO
81GF Score
Xero Ltd ASX:XRO
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
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Xero Institutional Ownership Calculation

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

What does a Institutional Ownership of 38.42% mean?
Xero (ASX:XRO) has a Institutional Ownership of 38.42% as of Jul. 05, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Xero and its competitors.
Is Xero's Institutional Ownership too high?
Xero's current Institutional Ownership is 38.42%. Overall, Xero has a GF Score™ of 81/100 and is considered Possible Value Trap, reflecting its overall financial health beyond just this single metric.
How does Xero's Institutional Ownership compare to UBER and SHOP?
Xero's Institutional Ownership of 38.42% 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 Xero and its competitors. Xero's current Institutional Ownership is 38.42%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Xero stock overvalued right now?
Based on GuruFocus' analysis, Xero (ASX:XRO) is currently considered Possible Value Trap. The stock's GF Value™ is A$196.35, compared to a current price of A$72.25 — trading 63.2% below its estimated fair value. The current Institutional Ownership is 38.42%. Xero's overall GF Score™ is 81/100 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 Xero (ASX:XRO), the current Institutional Ownership is 38.42% as of Jul. 05, 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 Xero (ASX:XRO) Overvalued in 2026?

Based on GuruFocus' analysis, Xero stock appears to be undervalued. The current stock price of A$72.25 is trading 63.2% below its estimated GF Value™ of A$196.35. GuruFocus considers Xero to be Possible Value Trap.

Key valuation signals for ASX:XRO:

  • Institutional Ownership: 38.42%
  • GF Value™: A$196.35 vs. price of A$72.25 (63.2% below fair value)
  • GF Score™: 81/100 with 7 warning signs

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

Xero Business Description

Other Exchanges XROLF:USA0XE:Germany
Address 19-23 Taranaki Street, Te Aro, Wellington, NTL, NZL, 6011
Xero is a technology company originating from New Zealand, providing cloud-based accounting software, primarily for small and midsized enterprises, or SMEs, and accounting practices. As a first mover in the space for cloud-based accounting software, Xero has grown quickly to achieve dominant market share in New Zealand and Australia, displacing legacy providers. Xero has also expanded beyond its home region toward other English-speaking countries, primarily the UK and the US.
81GF Score

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

A$72.25
Price
A$196.35
GF Value