Scottish Mortgage Investment Trust (LSE:SMT) Institutional Ownership: 8.19% (As of Aug. 05, 2026)

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LSE:SMT Scottish Mortgage Investment Trust PLC LSE:SMT
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What is Scottish Mortgage Investment Trust Institutional Ownership?

Scottish Mortgage Investment Trust LSE:SMT +2.79% 40 Institutional Ownership is 8.19% as of Aug. 05, 2026. GuruFocus rates LSE:SMT with a GF Score™ of 40/100. 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, Scottish Mortgage Investment Trust's institutional ownership is 8.19%.

Insider Ownership is the percentage of shares that are owned by company insiders relative to the total shares outstanding. As of today, Scottish Mortgage Investment Trust's Insider Ownership is 0.13%.

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

Scottish Mortgage Investment Trust Institutional Ownership Historical Data

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The historical data trend for Scottish Mortgage Investment 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.

Scottish Mortgage Investment Trust Institutional Ownership Chart

Scottish Mortgage Investment Trust Historical Data

The historical data trend for Scottish Mortgage Investment 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 8.56 8.66 8.55 8.66 8.37 8.41 8.22 8.25 8.07 8.19
LSE:SMT
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Scottish Mortgage Investment Trust PLC LSE:SMT
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
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Scottish Mortgage Investment 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 8.19% mean?
Scottish Mortgage Investment Trust (LSE:SMT) has a Institutional Ownership of 8.19% as of Aug. 05, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Scottish Mortgage Investment Trust and its competitors.
Is Scottish Mortgage Investment Trust's Institutional Ownership too high?
Scottish Mortgage Investment Trust's current Institutional Ownership is 8.19%. Overall, Scottish Mortgage Investment Trust has a GF Score™ of 40/100, reflecting its overall financial health beyond just this single metric.
How does Scottish Mortgage Investment Trust's Institutional Ownership compare to BLK and BX?
Scottish Mortgage Investment Trust's Institutional Ownership of 8.19% 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 Scottish Mortgage Investment Trust and its competitors. Scottish Mortgage Investment Trust's current Institutional Ownership is 8.19%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Scottish Mortgage Investment Trust stock overvalued right now?
Scottish Mortgage Investment Trust (LSE:SMT) has a current Institutional Ownership of 8.19%. The current Institutional Ownership is 8.19%. Scottish Mortgage Investment Trust's overall GF Score™ is 40/100 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 Scottish Mortgage Investment Trust (LSE:SMT), the current Institutional Ownership is 8.19% as of Aug. 05, 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.

Scottish Mortgage Investment Trust Business Description

Address 1 Greenside Row, Calton Square, Edinburgh, GBR, EH1 3AN
Scottish Mortgage Investment Trust PLC is an investment trust company. The company's objective is to maximize total return from a portfolio of long-term investments chosen on a global basis enabling the company to provide capital and dividend growth. The company focuses on investment in quoted securities irrespective of any geographical, industry, and sector exposure. The portfolio also invests in fixed-income securities, convertible securities, funds, unquoted entities, and other assets.
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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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