Montanaro UK Smaller Inv Tr (LSE:MTU) Institutional Ownership: 4.70% (As of Aug. 17, 2026)

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LSE:MTU Montanaro UK Smaller Companies Inv Tr PLC LSE:MTU
35 GF Score
Price £1.12
! 3 Warning Signs
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What is Montanaro UK Smaller Inv Tr Institutional Ownership?

Montanaro UK Smaller Inv Tr LSE:MTU -0.22% 35 Institutional Ownership is 4.70% as of Aug. 17, 2026. GuruFocus rates LSE:MTU with a GF Score™ of 35/100. 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, Montanaro UK Smaller Inv Tr's institutional ownership is 4.70%.

Insider Ownership is the percentage of shares that are owned by company insiders relative to the total shares outstanding. As of today, Montanaro UK Smaller Inv Tr's Insider Ownership is 0.49%.

Float Percentage Of Total Shares Outstanding is the percentage of float shares relative to the total shares outstanding. As of today, Montanaro UK Smaller Inv Tr's Float Percentage Of Total Shares Outstanding is 0.00%.

Montanaro UK Smaller Inv Tr Institutional Ownership Historical Data

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The historical data trend for Montanaro UK Smaller Inv Tr'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.

Montanaro UK Smaller Inv Tr Institutional Ownership Chart

Montanaro UK Smaller Inv Tr Historical Data

The historical data trend for Montanaro UK Smaller Inv Tr can be seen below:

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 2026-07-31
Institutional Ownership 6.22 6.26 6.25 6.02 5.20 4.70 4.74 4.79 4.69 4.70
LSE:MTU
35GF Score
Montanaro UK Smaller Companies Inv Tr PLC LSE:MTU
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
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Montanaro UK Smaller Inv Tr Institutional Ownership Calculation

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

What does a Institutional Ownership of 4.70% mean?
Montanaro UK Smaller Inv Tr (LSE:MTU) has a Institutional Ownership of 4.70% as of Aug. 17, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Montanaro UK Smaller Inv Tr and its competitors.
Is Montanaro UK Smaller Inv Tr's Institutional Ownership too high?
Montanaro UK Smaller Inv Tr's current Institutional Ownership is 4.70%. Overall, Montanaro UK Smaller Inv Tr has a GF Score™ of 35/100, reflecting its overall financial health beyond just this single metric.
How does Montanaro UK Smaller Inv Tr's Institutional Ownership compare to BLK and BX?
Montanaro UK Smaller Inv Tr's Institutional Ownership of 4.70% 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 Montanaro UK Smaller Inv Tr and its competitors. Montanaro UK Smaller Inv Tr's current Institutional Ownership is 4.70%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Montanaro UK Smaller Inv Tr stock overvalued right now?
Montanaro UK Smaller Inv Tr (LSE:MTU) has a current Institutional Ownership of 4.70%. The current Institutional Ownership is 4.70%. Montanaro UK Smaller Inv Tr's overall GF Score™ is 35/100 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 Montanaro UK Smaller Inv Tr (LSE:MTU), the current Institutional Ownership is 4.70% as of Aug. 17, 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.

Montanaro UK Smaller Inv Tr Business Description

Address 53 Threadneedle Street, London, GBR, EC2R 8AR
Montanaro UK Smaller Companies Inv Tr PLC is a United Kingdom-based company. Its investment objective is capital appreciation through investing in small quoted companies, which are listed on the London Stock Exchange or traded on the Alternative Investment Market and to outperform its benchmark, the Deutsche Numis Smaller Companies Index. The company seeks to achieve its objective by investing in a diversified portfolio of quoted UK small companies.
35GF 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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