Personal Assets Trust (LSE:PNL) Institutional Ownership: 5.72% (As of Aug. 19, 2026)

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LSE:PNL Personal Assets Trust PLC LSE:PNL
42 GF Score
Price £5.48
! 4 Warning Signs
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What is Personal Assets Trust Institutional Ownership?

Personal Assets Trust LSE:PNL -0.36% 42 Institutional Ownership is 5.72% as of Aug. 19, 2026. GuruFocus rates LSE:PNL with a GF Score™ of 42/100. 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, Personal Assets Trust's institutional ownership is 5.72%.

Insider Ownership is the percentage of shares that are owned by company insiders relative to the total shares outstanding. As of today, Personal Assets Trust's Insider Ownership is 0.47%.

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

Personal Assets Trust Institutional Ownership Historical Data

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The historical data trend for Personal 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.

Personal Assets Trust Institutional Ownership Chart

Personal Assets Trust Historical Data

The historical data trend for Personal Assets Trust 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 5.76 5.63 5.60 5.78 5.68 5.80 5.79 5.81 5.58 5.72
LSE:PNL
42GF Score
Personal Assets Trust PLC LSE:PNL
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
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Personal 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 5.72% mean?
Personal Assets Trust (LSE:PNL) has a Institutional Ownership of 5.72% as of Aug. 19, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Personal Assets Trust and its competitors.
Is Personal Assets Trust's Institutional Ownership too high?
Personal Assets Trust's current Institutional Ownership is 5.72%. Overall, Personal Assets Trust has a GF Score™ of 42/100, reflecting its overall financial health beyond just this single metric.
How does Personal Assets Trust's Institutional Ownership compare to BLK and BX?
Personal Assets Trust's Institutional Ownership of 5.72% 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 Personal Assets Trust and its competitors. Personal Assets Trust's current Institutional Ownership is 5.72%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Personal Assets Trust stock overvalued right now?
Personal Assets Trust (LSE:PNL) has a current Institutional Ownership of 5.72%. The current Institutional Ownership is 5.72%. Personal Assets Trust's overall GF Score™ is 42/100 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 Personal Assets Trust (LSE:PNL), the current Institutional Ownership is 5.72% as of Aug. 19, 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.

Personal Assets Trust Business Description

Address 28 Walker Street, Edinburgh, Scotland, GBR, EH3 7HR
Personal Assets Trust PLC is an investment trust for private investors, ranging from first-time savers to experienced investors. The Company carries on the business of an investment trust and has been approved as such by HM Revenue & Customs. Its investment policy is to protect and increase, in that order, the value of shareholders' funds per share over the long term.
42GF 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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