Patria Private Equity Trust (CHIX:PPETL) Institutional Ownership: 6.80% (As of Aug. 14, 2026)

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CHIX:PPETL Patria Private Equity Trust PLC CHIX:PPETL
54 GF Score
Price £5.43
GF Value £10.15
! 7 Warning Signs
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What is Patria Private Equity Trust Institutional Ownership?

Patria Private Equity Trust CHIX:PPETL 54 Institutional Ownership is 6.80% as of Aug. 14, 2026. GuruFocus rates CHIX:PPETL with a GF Score™ of 54/100 and a GF Value™ of £10.15. 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, Patria Private Equity Trust's institutional ownership is 6.80%.

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

Patria Private Equity Trust Institutional Ownership Historical Data

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The historical data trend for Patria Private Equity Trust'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.

Patria Private Equity Trust Institutional Ownership Chart

Patria Private Equity Trust Historical Data

The historical data trend for Patria Private Equity Trust can be seen below:

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 2026-07-31
Institutional Ownership 5.41 5.37 5.41 4.31 5.13 7.03 6.86 6.85 6.80 6.80
CHIX:PPETL
54GF Score
Patria Private Equity Trust PLC CHIX:PPETL
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
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Patria Private Equity Trust Institutional Ownership Calculation

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

What does a Institutional Ownership of 6.80% mean?
Patria Private Equity Trust (CHIX:PPETL) has a Institutional Ownership of 6.80% as of Aug. 14, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Patria Private Equity Trust and its competitors.
Is Patria Private Equity Trust's Institutional Ownership too high?
Patria Private Equity Trust's current Institutional Ownership is 6.80%. Overall, Patria Private Equity Trust has a GF Score™ of 54/100, reflecting its overall financial health beyond just this single metric.
How does Patria Private Equity Trust's Institutional Ownership compare to BLK and BX?
Patria Private Equity Trust's Institutional Ownership of 6.80% 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 Patria Private Equity Trust and its competitors. Patria Private Equity Trust's current Institutional Ownership is 6.80%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Patria Private Equity Trust stock overvalued right now?
Patria Private Equity Trust (CHIX:PPETL) has a current Institutional Ownership of 6.80%. The stock's GF Value™ is £10.15, compared to a current price of £5.43 — trading 46.6% below its estimated fair value. The current Institutional Ownership is 6.80%. Patria Private Equity Trust's overall GF Score™ is 54/100 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 Patria Private Equity Trust (CHIX:PPETL), the current Institutional Ownership is 6.80% as of Aug. 14, 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 Patria Private Equity Trust (CHIX:PPETL) Overvalued in 2026?

Based on GuruFocus' analysis, Patria Private Equity Trust stock appears to be undervalued. The current stock price of £5.43 is trading 46.6% below its estimated GF Value™ of £10.15.

Key valuation signals for CHIX:PPETL:

  • Institutional Ownership: 6.80%
  • GF Value™: £10.15 vs. price of £5.43 (46.6% below fair value)
  • GF Score™: 54/100 with 7 warning signs

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

Patria Private Equity Trust Business Description

Other Exchanges PPET:UK
Address 114-116 George Street, New Clarendon House, Edinburgh, GBR, EH2 4LH
Patria Private Equity Trust PLC is a UK-based investment trust company. The company's provides investors with exposure to private equity funds and private companies, mainly in Europe. Its investment objective is long-term total returns through holding a diversified portfolio of private equity funds and direct investments into private companies alongside private equity managers, a majority of which will have a European mid-market focus.
54GF Score

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

£5.43
Price
£10.15
GF Value