Liontrust Asset Management (CHIX:LIOL) Institutional Ownership: 9.38% (As of Jul. 17, 2026)

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CHIX:LIOL Liontrust Asset Management PLC CHIX:LIOL
74 GF Score
Price £3.44
GF Value £3.35
Valuation Fairly Valued
! 8 Warning Signs
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What is Liontrust Asset Management Institutional Ownership?

Liontrust Asset Management CHIX:LIOL +1.47% 74 Institutional Ownership is 9.38% as of Jul. 17, 2026. GuruFocus rates CHIX:LIOL with a GF Score™ of 74/100 and a GF Value™ of £3.35 (Fairly Valued). 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, Liontrust Asset Management's institutional ownership is 9.38%.

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

Liontrust Asset Management Institutional Ownership Historical Data

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The historical data trend for Liontrust Asset Management'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.

Liontrust Asset Management Institutional Ownership Chart

Liontrust Asset Management Historical Data

The historical data trend for Liontrust Asset Management 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 15.44 12.12 12.69 12.30 10.71 10.50 10.51 10.64 9.49 9.38
CHIX:LIOL
74GF Score
Liontrust Asset Management PLC CHIX:LIOL
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
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Liontrust Asset Management Institutional Ownership Calculation

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

What does a Institutional Ownership of 9.38% mean?
Liontrust Asset Management (CHIX:LIOL) has a Institutional Ownership of 9.38% as of Jul. 17, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Liontrust Asset Management and its competitors.
Is Liontrust Asset Management's Institutional Ownership too high?
Liontrust Asset Management's current Institutional Ownership is 9.38%. Overall, Liontrust Asset Management has a GF Score™ of 74/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Liontrust Asset Management's Institutional Ownership compare to BLK and BX?
Liontrust Asset Management's Institutional Ownership of 9.38% 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 Liontrust Asset Management and its competitors. Liontrust Asset Management's current Institutional Ownership is 9.38%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Liontrust Asset Management stock overvalued right now?
Based on GuruFocus' analysis, Liontrust Asset Management (CHIX:LIOL) is currently considered Fairly Valued. The stock's GF Value™ is £3.35, compared to a current price of £3.44 — trading 2.7% above its estimated fair value. The current Institutional Ownership is 9.38%. Liontrust Asset Management's overall GF Score™ is 74/100 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 Liontrust Asset Management (CHIX:LIOL), the current Institutional Ownership is 9.38% as of Jul. 17, 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 Liontrust Asset Management (CHIX:LIOL) Overvalued in 2026?

Based on GuruFocus' analysis, Liontrust Asset Management stock appears to be overvalued. The current stock price of £3.44 is trading 2.7% above its estimated GF Value™ of £3.35. GuruFocus considers Liontrust Asset Management to be Fairly Valued.

Key valuation signals for CHIX:LIOL:

  • Institutional Ownership: 9.38%
  • GF Value™: £3.35 vs. price of £3.44 (2.7% above fair value)
  • GF Score™: 74/100 with 8 warning signs

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

Liontrust Asset Management Business Description

Other Exchanges LIO:UK
Address 2 Savoy Court, London, GBR, WC2R 0EZ
Liontrust Asset Management PLC operates as an investment management company. It offers products such as Unit Trusts, Offshore funds, Segregated Mandates, and Discretionary Portfolio Management Services. It markets its fund internationally to institutional investors, wealth managers, financial advisers, private investors, and wholesale markets such as family offices, private banks, wealth managers, and multi-managers. The company's geographical segments are the United Kingdom, Europe (excluding the UK), Canada, and Australia.
74GF Score

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

£3.44
Price
£3.35
GF Value