Quilter (CHIX:QLTL) Institutional Ownership: 46.40% (As of Jul. 03, 2026)


CHIX:QLTL Quilter PLC CHIX:QLTL
64 GF Score
Price £1.98
GF Value £1.44
Valuation Significantly Overvalued
! 3 Warning Signs
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What is Quilter Institutional Ownership?

Quilter CHIX:QLTL +1.39% 64 Institutional Ownership is 46.40% as of Jul. 03, 2026. GuruFocus rates CHIX:QLTL with a GF Score™ of 64/100 and a GF Value™ of £1.44 (Significantly Overvalued). The stock has 3 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, Quilter's institutional ownership is 46.40%.

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

Quilter Institutional Ownership Historical Data

* Premium members only.

The historical data trend for Quilter'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.

Quilter Institutional Ownership Chart

Quilter Historical Data

The historical data trend for Quilter 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 43.52 43.97 43.80 44.56 44.39 44.35 45.18 45.24 45.00 46.40
CHIX:QLTL
64GF Score
Quilter PLC CHIX:QLTL
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
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Quilter Institutional Ownership Calculation

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

What does a Institutional Ownership of 46.40% mean?
Quilter (CHIX:QLTL) has a Institutional Ownership of 46.40% as of Jul. 03, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Quilter and its competitors.
Is Quilter's Institutional Ownership too high?
Quilter's current Institutional Ownership is 46.40%. Overall, Quilter has a GF Score™ of 64/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Quilter's Institutional Ownership compare to BLK and BX?
Quilter's Institutional Ownership of 46.40% 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 Quilter and its competitors. Quilter's current Institutional Ownership is 46.40%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Quilter stock overvalued right now?
Based on GuruFocus' analysis, Quilter (CHIX:QLTL) is currently considered Significantly Overvalued. The stock's GF Value™ is £1.44, compared to a current price of £1.98 — trading 37.2% above its estimated fair value. The current Institutional Ownership is 46.40%. Quilter's overall GF Score™ is 64/100 with 3 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 Quilter (CHIX:QLTL), the current Institutional Ownership is 46.40% as of Jul. 03, 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 Quilter (CHIX:QLTL) Overvalued in 2026?

Based on GuruFocus' analysis, Quilter stock appears to be overvalued. The current stock price of £1.98 is trading 37.2% above its estimated GF Value™ of £1.44. GuruFocus considers Quilter to be Significantly Overvalued.

Key valuation signals for CHIX:QLTL:

  • Institutional Ownership: 46.40%
  • GF Value™: £1.44 vs. price of £1.98 (37.2% above fair value)
  • GF Score™: 64/100 with 3 warning signs

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

Quilter Business Description

Address 85 Queen Victoria Street, Senator House, London, GBR, EC4V 4AB
Quilter PLC is a United Kingdom-based Asset Management Company engaged in the wealth management business, providing financial advice, investment solutions, and wealth management to customers in the UK and selected international markets. The group operating segments are High Net Worth, Affluent, and Head Office. The High Net Worth segment comprises Quilter Cheviot and Quilter Cheviot Financial Planning. The Affluent segment comprises Quilter Investment Platform, Quilter Investors, and Quilter Financial Planning. The company derives the majority of its revenue from the Affluent segment.
64GF Score

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

£1.98
Price
£1.44
GF Value