DMO (Western Asset Mortgage Defined Opportunity Fund) Institutional Ownership: 22.28% (As of Aug. 02, 2026)

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DMO Western Asset Mortgage Defined Opportunity Fund Inc DMO
54 GF Score
Price $10.34
GF Value $10.53
Valuation Fairly Valued
! 5 Warning Signs
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What is Western Asset Mortgage Defined Opportunity Fund Institutional Ownership?

Western Asset Mortgage Defined Opportunity Fund DMO -0.10% 54 Institutional Ownership is 22.28% as of Aug. 02, 2026. GuruFocus rates DMO with a GF Score™ of 54/100 and a GF Value™ of $10.53 (Fairly Valued). The stock has 5 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, Western Asset Mortgage Defined Opportunity Fund's institutional ownership is 22.28%.

Insider Ownership is the percentage of shares that are owned by company insiders relative to the total shares outstanding. As of today, Western Asset Mortgage Defined Opportunity Fund's Insider Ownership is 0.07%.

Float Percentage Of Total Shares Outstanding is the percentage of float shares relative to the total shares outstanding. As of today, Western Asset Mortgage Defined Opportunity Fund's Float Percentage Of Total Shares Outstanding is 0.00%.

Western Asset Mortgage Defined Opportunity Fund Institutional Ownership Historical Data

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The historical data trend for Western Asset Mortgage Defined Opportunity Fund'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.

Western Asset Mortgage Defined Opportunity Fund Institutional Ownership Chart

Western Asset Mortgage Defined Opportunity Fund Historical Data

The historical data trend for Western Asset Mortgage Defined Opportunity Fund 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 3.26 3.20 3.10 74.18 74.44 74.17 2.45 2.38 2.26 1.79
DMO
54GF Score
Western Asset Mortgage Defined Opportunity Fund Inc DMO
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
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Western Asset Mortgage Defined Opportunity Fund Institutional Ownership Calculation

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

What does a Institutional Ownership of 22.28% mean?
Western Asset Mortgage Defined Opportunity Fund (DMO) has a Institutional Ownership of 22.28% as of Aug. 02, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Western Asset Mortgage Defined Opportunity Fund and its competitors.
Is Western Asset Mortgage Defined Opportunity Fund's Institutional Ownership too high?
Western Asset Mortgage Defined Opportunity Fund's current Institutional Ownership is 22.28%. Overall, Western Asset Mortgage Defined Opportunity Fund has a GF Score™ of 54/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Western Asset Mortgage Defined Opportunity Fund's Institutional Ownership compare to IAF and PFO?
Western Asset Mortgage Defined Opportunity Fund's Institutional Ownership of 22.28% 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 Western Asset Mortgage Defined Opportunity Fund and its competitors. Western Asset Mortgage Defined Opportunity Fund's current Institutional Ownership is 22.28%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Western Asset Mortgage Defined Opportunity Fund stock overvalued right now?
Based on GuruFocus' analysis, Western Asset Mortgage Defined Opportunity Fund (DMO) is currently considered Fairly Valued. The stock's GF Value™ is $10.53, compared to a current price of $10.34 — trading 1.8% below its estimated fair value. The current Institutional Ownership is 22.28%. Western Asset Mortgage Defined Opportunity Fund's overall GF Score™ is 54/100 with 5 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 Western Asset Mortgage Defined Opportunity Fund (DMO), the current Institutional Ownership is 22.28% as of Aug. 02, 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 Western Asset Mortgage Defined Opportunity Fund (DMO) Overvalued in 2026?

Based on GuruFocus' analysis, Western Asset Mortgage Defined Opportunity Fund stock appears to be undervalued. The current stock price of $10.34 is trading 1.8% below its estimated GF Value™ of $10.53. GuruFocus considers Western Asset Mortgage Defined Opportunity Fund to be Fairly Valued.

Key valuation signals for DMO:

  • Institutional Ownership: 22.28%
  • GF Value™: $10.53 vs. price of $10.34 (1.8% below fair value)
  • GF Score™: 54/100 with 5 warning signs

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

Western Asset Mortgage Defined Opportunity Fund Business Description

Address One Madison Avenue, 17th Floor, New York, NY, USA, 10010
Western Asset Mortgage Defined Opportunity Fund Inc is a non-diversified, limited-term, closed-end management investment company. The fund's primary investment objective is to provide current income. As a secondary investment objective, the Fund will seek capital appreciation. The Fund seeks to achieve its investment objectives by investing in a diverse portfolio of mortgage-backed securities, consisting of non-agency residential mortgage-backed securities and commercial mortgage-backed securities.
54GF Score

Get the complete analysis for DMO

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

$10.34
Price
$10.53
GF Value