Monks Investment Trust (The) (LSE:MNKS) Institutional Ownership: 5.67% (As of Aug. 03, 2026)

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LSE:MNKS Monks Investment Trust (The) PLC LSE:MNKS
38 GF Score
Price £15.78
! 4 Warning Signs
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What is Monks Investment Trust (The) Institutional Ownership?

Monks Investment Trust (The) LSE:MNKS +0.77% 38 Institutional Ownership is 5.67% as of Aug. 03, 2026. GuruFocus rates LSE:MNKS with a GF Score™ of 38/100. The stock has 4 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, Monks Investment Trust (The)'s institutional ownership is 5.67%.

Insider Ownership is the percentage of shares that are owned by company insiders relative to the total shares outstanding. As of today, Monks Investment Trust (The)'s Insider Ownership is 1.17%.

Float Percentage Of Total Shares Outstanding is the percentage of float shares relative to the total shares outstanding. As of today, Monks Investment Trust (The)'s Float Percentage Of Total Shares Outstanding is 0.00%.

Monks Investment Trust (The) Institutional Ownership Historical Data

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The historical data trend for Monks Investment Trust (The)'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.

Monks Investment Trust (The) Institutional Ownership Chart

Monks Investment Trust (The) Historical Data

The historical data trend for Monks Investment Trust (The) 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 7.46 7.45 7.34 6.90 6.68 6.30 6.00 5.94 5.97 5.67
LSE:MNKS
38GF Score
Monks Investment Trust (The) PLC LSE:MNKS
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
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Monks Investment Trust (The) Institutional Ownership Calculation

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

What does a Institutional Ownership of 5.67% mean?
Monks Investment Trust (The) (LSE:MNKS) has a Institutional Ownership of 5.67% as of Aug. 03, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Monks Investment Trust (The) and its competitors.
Is Monks Investment Trust (The)'s Institutional Ownership too high?
Monks Investment Trust (The)'s current Institutional Ownership is 5.67%. Overall, Monks Investment Trust (The) has a GF Score™ of 38/100, reflecting its overall financial health beyond just this single metric.
How does Monks Investment Trust (The)'s Institutional Ownership compare to BLK and BX?
Monks Investment Trust (The)'s Institutional Ownership of 5.67% 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 Monks Investment Trust (The) and its competitors. Monks Investment Trust (The)'s current Institutional Ownership is 5.67%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Monks Investment Trust (The) stock overvalued right now?
Monks Investment Trust (The) (LSE:MNKS) has a current Institutional Ownership of 5.67%. The current Institutional Ownership is 5.67%. Monks Investment Trust (The)'s overall GF Score™ is 38/100 with 4 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 Monks Investment Trust (The) (LSE:MNKS), the current Institutional Ownership is 5.67% as of Aug. 03, 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.

Monks Investment Trust (The) Business Description

Address 3 Saint Helen’s Place, London, GBR, EC3A 6AB
Monks Investment Trust (The) PLC operates as an investment trust. Its investment objective is to invest internationally to achieve capital growth, which takes priority over income and dividends. The company invests principally in a portfolio of internationally quoted equities. It has a presence in North America, Continental Europe, Asia, Japan, and Other Countries. The company invests in Technology, Telecommunications, Financials, Consumer Services, Healthcare, Consumer Goods, Industrials, Oil and Gas, and Basic Materials. It is engaged in a single segment of business, being that of an investment trust company. It has majority revenue from the Technology sector.
38GF 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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