Pacific Assets Trust (LSE:PAC) Institutional Ownership: 10.57% (As of Jul. 17, 2026)

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Director of Data and Quant Analytics at GuruFocus
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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:PAC Pacific Assets Trust PLC LSE:PAC
61 GF Score
Price £4.12
GF Value £7.00
Valuation Significantly Undervalued
! 2 Warning Signs
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What is Pacific Assets Trust Institutional Ownership?

Pacific Assets Trust LSE:PAC 61 Institutional Ownership is 10.57% as of Jul. 17, 2026. GuruFocus rates LSE:PAC with a GF Score™ of 61/100 and a GF Value™ of £7.00 (Significantly Undervalued). 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, Pacific Assets Trust's institutional ownership is 10.57%.

Insider Ownership is the percentage of shares that are owned by company insiders relative to the total shares outstanding. As of today, Pacific Assets Trust's Insider Ownership is 0.35%.

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

Pacific Assets Trust Institutional Ownership Historical Data

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The historical data trend for Pacific Assets Trust'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.

Pacific Assets Trust Institutional Ownership Chart

Pacific Assets Trust Historical Data

The historical data trend for Pacific Assets Trust 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 9.15 9.24 9.30 9.42 10.20 10.20 11.23 11.25 11.26 10.57
LSE:PAC
61GF Score
Pacific Assets Trust PLC LSE:PAC
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
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Pacific Assets Trust Institutional Ownership Calculation

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

What does a Institutional Ownership of 10.57% mean?
Pacific Assets Trust (LSE:PAC) has a Institutional Ownership of 10.57% as of Jul. 17, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Pacific Assets Trust and its competitors.
Is Pacific Assets Trust's Institutional Ownership too high?
Pacific Assets Trust's current Institutional Ownership is 10.57%. Overall, Pacific Assets Trust has a GF Score™ of 61/100 and is considered Significantly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Pacific Assets Trust's Institutional Ownership compare to BLK and BX?
Pacific Assets Trust's Institutional Ownership of 10.57% 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 Pacific Assets Trust and its competitors. Pacific Assets Trust's current Institutional Ownership is 10.57%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Pacific Assets Trust stock overvalued right now?
Based on GuruFocus' analysis, Pacific Assets Trust (LSE:PAC) is currently considered Significantly Undervalued. The stock's GF Value™ is £7.00, compared to a current price of £4.12 — trading 41.1% below its estimated fair value. The current Institutional Ownership is 10.57%. Pacific Assets Trust's overall GF Score™ is 61/100 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 Pacific Assets Trust (LSE:PAC), the current Institutional Ownership is 10.57% as of Jul. 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.

Is Pacific Assets Trust (LSE:PAC) Overvalued in 2026?

Based on GuruFocus' analysis, Pacific Assets Trust stock appears to be undervalued. The current stock price of £4.12 is trading 41.1% below its estimated GF Value™ of £7.00. GuruFocus considers Pacific Assets Trust to be Significantly Undervalued.

Key valuation signals for LSE:PAC:

  • Institutional Ownership: 10.57%
  • GF Value™: £7.00 vs. price of £4.12 (41.1% below fair value)
  • GF Score™: 61/100 with 2 warning signs

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

Pacific Assets Trust Business Description

Address 6 St Andrew Square, Level 3, Edinburgh, GBR, EH2 2BD
Pacific Assets Trust PLC is a UK-based investment trust. It aims to achieve long-term capital growth through investment in selected companies in the Asia-Pacific region and the Indian sub-continent excluding Japan, Australia, and New Zealand.
61GF Score

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

£4.12
Price
£7.00
GF Value