IOOFF (Insignia Financial) Institutional Ownership: 26.67% (As of Jul. 13, 2026)


IOOFF Insignia Financial Ltd IOOFF
35 GF Score
Price $1.30
GF Value $0.58
! 9 Warning Signs
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What is Insignia Financial Institutional Ownership?

Insignia Financial IOOFF -21.69% 35 Institutional Ownership is 26.67% as of Jul. 13, 2026. GuruFocus rates IOOFF with a GF Score™ of 35/100 and a GF Value™ of $0.58. The stock has 9 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, Insignia Financial's institutional ownership is 26.67%.

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

Insignia Financial Institutional Ownership Historical Data

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The historical data trend for Insignia Financial'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.

Insignia Financial Institutional Ownership Chart

Insignia Financial Historical Data

The historical data trend for Insignia Financial can be seen below:

2025-06-30 2025-07-31 2025-08-31 2025-09-30 2025-10-31 2025-11-30 2025-12-31 2026-01-31 2026-02-28 2026-03-31
Institutional Ownership 26.54 25.88 25.10 24.80 24.32 24.24 23.56 23.64 23.61 23.54
IOOFF
35GF Score
Insignia Financial Ltd IOOFF
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
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Insignia Financial Institutional Ownership Calculation

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

What does a Institutional Ownership of 26.67% mean?
Insignia Financial (IOOFF) has a Institutional Ownership of 26.67% as of Jul. 13, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Insignia Financial and its competitors.
Is Insignia Financial's Institutional Ownership too high?
Insignia Financial's current Institutional Ownership is 26.67%. Overall, Insignia Financial has a GF Score™ of 35/100, reflecting its overall financial health beyond just this single metric.
How does Insignia Financial's Institutional Ownership compare to BLK and BX?
Insignia Financial's Institutional Ownership of 26.67% 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 Insignia Financial and its competitors. Insignia Financial's current Institutional Ownership is 26.67%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Insignia Financial stock overvalued right now?
Insignia Financial (IOOFF) has a current Institutional Ownership of 26.67%. The stock's GF Value™ is $0.58, compared to a current price of $1.30 — trading 124.1% above its estimated fair value. The current Institutional Ownership is 26.67%. Insignia Financial's overall GF Score™ is 35/100 with 9 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 Insignia Financial (IOOFF), the current Institutional Ownership is 26.67% as of Jul. 13, 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 Insignia Financial (IOOFF) Overvalued in 2026?

Based on GuruFocus' analysis, Insignia Financial stock appears to be overvalued. The current stock price of $1.30 is trading 124.1% above its estimated GF Value™ of $0.58.

Key valuation signals for IOOFF:

  • Institutional Ownership: 26.67%
  • GF Value™: $0.58 vs. price of $1.30 (124.1% above fair value)
  • GF Score™: 35/100 with 9 warning signs

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

Insignia Financial Business Description

Address 800 Bourke Street, Level 1, Docklands, VIC, AUS, 3008
Insignia Financial (formerly IOOF) provides wealth-management advice and products via a multibranded strategy, and a vertically integrated business model. Insignia's advice business provides financial planning services to both the mass affluent and high-net-worth clients. It also services non-Insignia advisors, providing compliance and other administrative services. Furthermore, Insignia offers platform products, which generates fees mainly from superannuation and non-superannuation investments accessed via its own platforms. It also derives revenue via some third-party platforms sourced from its aligned advisors. Lastly, the firm has an investment management segment.
35GF Score

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

$1.30
Price
$0.58
GF Value