Schroder British Opportunities Trust (LSE:SBO) Institutional Ownership: 20.39% (As of Jul. 30, 2026)

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LSE:SBO Schroder British Opportunities Trust PLC LSE:SBO
28 GF Score
Price £0.69
GF Value £0.69
Valuation Fairly Valued
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What is Schroder British Opportunities Trust Institutional Ownership?

Schroder British Opportunities Trust LSE:SBO -2.14% 28 Institutional Ownership is 20.39% as of Jul. 30, 2026. GuruFocus rates LSE:SBO with a GF Score™ of 28/100 and a GF Value™ of £0.69 (Fairly Valued).

Institutional ownership is the percentage of shares that are owned by institutions out of the total shares outstanding. As of today, Schroder British Opportunities Trust's institutional ownership is 20.39%.

Insider Ownership is the percentage of shares that are owned by company insiders relative to the total shares outstanding. As of today, Schroder British Opportunities Trust's Insider Ownership is 0.51%.

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

Schroder British Opportunities Trust Institutional Ownership Historical Data

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The historical data trend for Schroder British Opportunities 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.

Schroder British Opportunities Trust Institutional Ownership Chart

Schroder British Opportunities Trust Historical Data

The historical data trend for Schroder British Opportunities 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 22.43 22.43 20.46 20.46 20.46 20.46 20.46 20.39 20.39 20.39
LSE:SBO
28GF Score
Schroder British Opportunities Trust PLC LSE:SBO
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
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Schroder British Opportunities 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 20.39% mean?
Schroder British Opportunities Trust (LSE:SBO) has a Institutional Ownership of 20.39% as of Jul. 30, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Schroder British Opportunities Trust and its competitors.
Is Schroder British Opportunities Trust's Institutional Ownership too high?
Schroder British Opportunities Trust's current Institutional Ownership is 20.39%. Overall, Schroder British Opportunities Trust has a GF Score™ of 28/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Schroder British Opportunities Trust's Institutional Ownership compare to BLK and BX?
Schroder British Opportunities Trust's Institutional Ownership of 20.39% 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 Schroder British Opportunities Trust and its competitors. Schroder British Opportunities Trust's current Institutional Ownership is 20.39%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Schroder British Opportunities Trust stock overvalued right now?
Based on GuruFocus' analysis, Schroder British Opportunities Trust (LSE:SBO) is currently considered Fairly Valued. The stock's GF Value™ is £0.69, compared to a current price of £0.69 — trading 0.7% below its estimated fair value. The current Institutional Ownership is 20.39%. Schroder British Opportunities Trust's overall GF Score™ is 28/100. 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 Schroder British Opportunities Trust (LSE:SBO), the current Institutional Ownership is 20.39% as of Jul. 30, 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 Schroder British Opportunities Trust (LSE:SBO) Overvalued in 2026?

Based on GuruFocus' analysis, Schroder British Opportunities Trust stock appears to be undervalued. The current stock price of £0.69 is trading 0.7% below its estimated GF Value™ of £0.69. GuruFocus considers Schroder British Opportunities Trust to be Fairly Valued.

Key valuation signals for LSE:SBO:

  • Institutional Ownership: 20.39%
  • GF Value™: £0.69 vs. price of £0.69 (0.7% below fair value)
  • GF Score™: 28/100

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

Schroder British Opportunities Trust Business Description

Address 1 London Wall Place, London, GBR, EC2Y 5AU
Schroder British Opportunities Trust PLC is an asset management company. Its investment objective is to deliver long-term total returns throughout the company's life by investing in a diversified public equity and private equity portfolio of predominantly UK companies. Its portfolio predominantly consists of securities of UK companies from different sectors such as Software, IT services, Insurance, Hotels, Restaurants & Leisure, Health Care Technology, and others.
28GF Score

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

£0.69
Price
£0.69
GF Value