Investec (NAM:IVD) Institutional Ownership: 7.54% (As of Jul. 16, 2026)

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Vera Yuan
Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
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Charlie Tian
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.

NAM:IVD Investec Ltd NAM:IVD
71 GF Score
Price R131.45
GF Value R145.85
Valuation Modestly Undervalued
! 4 Warning Signs
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What is Investec Institutional Ownership?

Investec NAM:IVD 71 Institutional Ownership is 7.54% as of Jul. 16, 2026. GuruFocus rates NAM:IVD with a GF Score™ of 71/100 and a GF Value™ of R145.85 (Modestly Undervalued). 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, Investec's institutional ownership is 7.54%.

Insider Ownership is the percentage of shares that are owned by company insiders relative to the total shares outstanding. As of today, Investec's Insider Ownership is 0.00%.

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

Investec Institutional Ownership Historical Data

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The historical data trend for Investec'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.

Investec Institutional Ownership Chart

Investec Historical Data

The historical data trend for Investec 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 7.90 7.93 27.96 8.14 8.08 28.57 8.18 8.19 7.82 7.54
NAM:IVD
71GF Score
Investec Ltd NAM:IVD
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
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Investec Institutional Ownership Calculation

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

What does a Institutional Ownership of 7.54% mean?
Investec (NAM:IVD) has a Institutional Ownership of 7.54% as of Jul. 16, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Investec and its competitors.
Is Investec's Institutional Ownership too high?
Investec's current Institutional Ownership is 7.54%. Overall, Investec has a GF Score™ of 71/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Investec's Institutional Ownership compare to PNC and USB?
Investec's Institutional Ownership of 7.54% can be compared against companies in the Banks 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 a Banks company?
A good Institutional Ownership depends on the Banks 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 Investec and its competitors. Investec's current Institutional Ownership is 7.54%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Investec stock overvalued right now?
Based on GuruFocus' analysis, Investec (NAM:IVD) is currently considered Modestly Undervalued. The stock's GF Value™ is R145.85, compared to a current price of R131.45 — trading 9.9% below its estimated fair value. The current Institutional Ownership is 7.54%. Investec's overall GF Score™ is 71/100 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 Investec (NAM:IVD), the current Institutional Ownership is 7.54% as of Jul. 16, 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 Investec (NAM:IVD) Overvalued in 2026?

Based on GuruFocus' analysis, Investec stock appears to be undervalued. The current stock price of R131.45 is trading 9.9% below its estimated GF Value™ of R145.85. GuruFocus considers Investec to be Modestly Undervalued.

Key valuation signals for NAM:IVD:

  • Institutional Ownership: 7.54%
  • GF Value™: R145.85 vs. price of R131.45 (9.9% below fair value)
  • GF Score™: 71/100 with 4 warning signs

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

Investec Business Description

Address 100 Grayston Drive, Sandown, Sandton, ZAF, 2196
Investec Ltd offers specialist banking and wealth & investment services. It provides Investment advisory services, financial planning, stockbroking, lending, treasury solutions, transactional banking, investment activities, and deposit-raising activities.
71GF Score

Get the complete analysis for NAM:IVD

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

R131.45
Price
R145.85
GF Value