Schroders (CHIX:SDRL) Institutional Ownership: 17.15% (As of Jul. 27, 2026)

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CHIX:SDRL Schroders PLC CHIX:SDRL
74 GF Score
Price £5.89
GF Value £3.71
Valuation Significantly Overvalued
! 10 Warning Signs
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What is Schroders Institutional Ownership?

Schroders CHIX:SDRL +0.13% 74 Institutional Ownership is 17.15% as of Jul. 27, 2026. GuruFocus rates CHIX:SDRL with a GF Score™ of 74/100 and a GF Value™ of £3.71 (Significantly Overvalued). The stock has 10 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, Schroders's institutional ownership is 17.15%.

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

Schroders Institutional Ownership Historical Data

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The historical data trend for Schroders'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.

Schroders Institutional Ownership Chart

Schroders Historical Data

The historical data trend for Schroders can be seen below:

2025-08-31 2025-09-30 2025-10-31 2025-12-31 2026-01-31 2026-02-28 2026-03-31 2026-04-30 2026-05-31 2026-06-30
Institutional Ownership 27.95 24.07 24.08 21.16 21.15 19.08 16.86 16.86 16.79 17.15
CHIX:SDRL
74GF Score
Schroders PLC CHIX:SDRL
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
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Schroders Institutional Ownership Calculation

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

What does a Institutional Ownership of 17.15% mean?
Schroders (CHIX:SDRL) has a Institutional Ownership of 17.15% as of Jul. 27, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Schroders and its competitors.
Is Schroders' Institutional Ownership too high?
Schroders' current Institutional Ownership is 17.15%. Overall, Schroders has a GF Score™ of 74/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Schroders' Institutional Ownership compare to BLK and BX?
Schroders' Institutional Ownership of 17.15% 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 Schroders and its competitors. Schroders's current Institutional Ownership is 17.15%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Schroders stock overvalued right now?
Based on GuruFocus' analysis, Schroders (CHIX:SDRL) is currently considered Significantly Overvalued. The stock's GF Value™ is £3.71, compared to a current price of £5.89 — trading 58.6% above its estimated fair value. The current Institutional Ownership is 17.15%. Schroders' overall GF Score™ is 74/100 with 10 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 Schroders (CHIX:SDRL), the current Institutional Ownership is 17.15% 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.

Is Schroders (CHIX:SDRL) Overvalued in 2026?

Based on GuruFocus' analysis, Schroders stock appears to be overvalued. The current stock price of £5.89 is trading 58.6% above its estimated GF Value™ of £3.71. GuruFocus considers Schroders to be Significantly Overvalued.

Key valuation signals for CHIX:SDRL:

  • Institutional Ownership: 17.15%
  • GF Value™: £3.71 vs. price of £5.89 (58.6% above fair value)
  • GF Score™: 74/100 with 10 warning signs

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

Schroders Business Description

Other Exchanges SDR:UKPYXB:Germany
Address 1 London Wall Place, London, GBR, EC2Y 5AU
Schroders is an independent, UK-based, active asset manager founded in 1804. The majority of Schroders' client assets are from institutions, but its retail operations are more profitable. Schroders has also increasingly expanded its wealth management presence. The UK accounts for just under half of Schroders' assets under management, while EMEA for 15%, Asia for 25% and the Americas accounts for 12%. In 2013 Schroders purchased the Cazenove private clients business from JP Morgan, expanding its wealth management business. It recently formed a joint venture with Lloyds Bank, Schroders Personal Wealth, to provide independent financial advice to midmarket clients.
74GF Score

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

£5.89
Price
£3.71
GF Value