Brown Advisory US Smaller (LSE:BASC) Institutional Ownership: 5.49% (As of Jul. 10, 2026)


LSE:BASC Brown Advisory US Smaller Companies PLC LSE:BASC
41 GF Score
Price £16.50
! 2 Warning Signs
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What is Brown Advisory US Smaller Institutional Ownership?

Brown Advisory US Smaller LSE:BASC 41 Institutional Ownership is 5.49% as of Jul. 10, 2026. GuruFocus rates LSE:BASC with a GF Score™ of 41/100. The stock has 2 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, Brown Advisory US Smaller's institutional ownership is 5.49%.

Insider Ownership is the percentage of shares that are owned by company insiders relative to the total shares outstanding. As of today, Brown Advisory US Smaller's Insider Ownership is 1.11%.

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

Brown Advisory US Smaller Institutional Ownership Historical Data

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The historical data trend for Brown Advisory US Smaller'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.

Brown Advisory US Smaller Institutional Ownership Chart

Brown Advisory US Smaller Historical Data

The historical data trend for Brown Advisory US Smaller can be seen below:

2025-08-31 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
Institutional Ownership 5.69 4.96 4.97 5.00 5.04 5.06 4.91 6.05 5.49 5.49
LSE:BASC
41GF Score
Brown Advisory US Smaller Companies PLC LSE:BASC
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
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Brown Advisory US Smaller Institutional Ownership Calculation

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

What does a Institutional Ownership of 5.49% mean?
Brown Advisory US Smaller (LSE:BASC) has a Institutional Ownership of 5.49% as of Jul. 10, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Brown Advisory US Smaller and its competitors.
Is Brown Advisory US Smaller's Institutional Ownership too high?
Brown Advisory US Smaller's current Institutional Ownership is 5.49%. Overall, Brown Advisory US Smaller has a GF Score™ of 41/100, reflecting its overall financial health beyond just this single metric.
How does Brown Advisory US Smaller's Institutional Ownership compare to BLK and BX?
Brown Advisory US Smaller's Institutional Ownership of 5.49% 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 Brown Advisory US Smaller and its competitors. Brown Advisory US Smaller's current Institutional Ownership is 5.49%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Brown Advisory US Smaller stock overvalued right now?
Brown Advisory US Smaller (LSE:BASC) has a current Institutional Ownership of 5.49%. The current Institutional Ownership is 5.49%. Brown Advisory US Smaller's overall GF Score™ is 41/100 with 2 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 Brown Advisory US Smaller (LSE:BASC), the current Institutional Ownership is 5.49% as of Jul. 10, 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.

Brown Advisory US Smaller Business Description

Address 140 Aldersgate Street, 4th Floor, London, GBR, EC1A 4HY
Brown Advisory US Smaller Companies PLC is an investment trust. The company's main business is portfolio investment. Its investment objective is to achieve long-term capital growth by investing in a diversified portfolio of quoted U.S. smaller and medium-sized companies. The company's investing approach is long-term quality companies with limited downside risk. It focuses on capital preservation and a risk-averse approach. The company invests in consumer discretionary, consumer staples, energy, financial services, healthcare, materials and processing, producer durables, technology, and utilities sectors.
41GF Score

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

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