AJ Bell (LSE:AJB) Institutional Ownership: 42.35% (As of Jul. 30, 2026)

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Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
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Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

LSE:AJB AJ Bell PLC LSE:AJB
98 GF Score
Price £5.93
GF Value £5.95
Valuation Fairly Valued
! 3 Warning Signs
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What is AJ Bell Institutional Ownership?

AJ Bell LSE:AJB -0.17% 98 Institutional Ownership is 42.35% as of Jul. 30, 2026. GuruFocus rates LSE:AJB with a GF Score™ of 98/100 and a GF Value™ of £5.95 (Fairly Valued). 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, AJ Bell's institutional ownership is 42.35%.

Insider Ownership is the percentage of shares that are owned by company insiders relative to the total shares outstanding. As of today, AJ Bell's Insider Ownership is 24.32%.

Float Percentage Of Total Shares Outstanding is the percentage of float shares relative to the total shares outstanding. As of today, AJ Bell's Float Percentage Of Total Shares Outstanding is 0.00%.

AJ Bell Institutional Ownership Historical Data

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The historical data trend for AJ Bell'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.

AJ Bell Institutional Ownership Chart

AJ Bell Historical Data

The historical data trend for AJ Bell 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 44.03 42.65 42.56 43.36 44.93 45.87 44.16 43.32 42.67 42.35
LSE:AJB
98GF Score
AJ Bell PLC LSE:AJB
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
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AJ Bell Institutional Ownership Calculation

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

What does a Institutional Ownership of 42.35% mean?
AJ Bell (LSE:AJB) has a Institutional Ownership of 42.35% as of Jul. 30, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on AJ Bell and its competitors.
Is AJ Bell's Institutional Ownership too high?
AJ Bell's current Institutional Ownership is 42.35%. Overall, AJ Bell has a GF Score™ of 98/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does AJ Bell's Institutional Ownership compare to BLK and BX?
AJ Bell's Institutional Ownership of 42.35% 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 AJ Bell and its competitors. AJ Bell's current Institutional Ownership is 42.35%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is AJ Bell stock overvalued right now?
Based on GuruFocus' analysis, AJ Bell (LSE:AJB) is currently considered Fairly Valued. The stock's GF Value™ is £5.95, compared to a current price of £5.93 — trading 0.4% below its estimated fair value. The current Institutional Ownership is 42.35%. AJ Bell's overall GF Score™ is 98/100 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 AJ Bell (LSE:AJB), the current Institutional Ownership is 42.35% as of Jul. 30, 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 AJ Bell (LSE:AJB) Overvalued in 2026?

Based on GuruFocus' analysis, AJ Bell stock appears to be undervalued. The current stock price of £5.93 is trading 0.4% below its estimated GF Value™ of £5.95. GuruFocus considers AJ Bell to be Fairly Valued.

Key valuation signals for LSE:AJB:

  • Institutional Ownership: 42.35%
  • GF Value™: £5.95 vs. price of £5.93 (0.4% below fair value)
  • GF Score™: 98/100 with 3 warning signs

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

AJ Bell Business Description

Other Exchanges AJBl:UK3FY:Germany
Address 4 Exchange Quay, Salford Quays, Manchester, GBR, M5 3EE
AJ Bell PLC is an investment platform in the United Kingdom. The Group has a single operating segment, being investment services in the advised and D2C space, administering investments in SIPPs, ISAs, and General Investment / Dealing Accounts. SIPPs and ISAs, Lifetime ISA, and junior products. The company generates revenue from recurring ad valorem, which includes custody fees, interest income, and investment management fees, and transactional. The company earns its revenue from its domicile country United Kingdom.
98GF Score

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

£5.93
Price
£5.95
GF Value