Yuanta Futures Co (ROCO:6023) Institutional Ownership: 0.82% (As of Sep. 13, 2026)

Author: Vera Yuan Vera Yuan
Vera Yuan
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.
Reviewed by: Charlie Tian Charlie Tian
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.

ROCO:6023 Yuanta Futures Co Ltd ROCO:6023
73 GF Score
Price NT$84.90
GF Value NT$83.55
Valuation Fairly Valued
! 7 Warning Signs
View Full Analysis

What is Yuanta Futures Co Institutional Ownership?

Yuanta Futures Co ROCO:6023 +0.59% 73 Institutional Ownership is 0.82% as of Sep. 13, 2026. GuruFocus rates ROCO:6023 with a GF Score™ of 73/100 and a GF Value™ of NT$83.55 (Fairly Valued). The stock has 7 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, Yuanta Futures Co's institutional ownership is 0.82%.

Insider Ownership is the percentage of shares that are owned by company insiders relative to the total shares outstanding. As of today, Yuanta Futures Co'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, Yuanta Futures Co's Float Percentage Of Total Shares Outstanding is 0.00%.

Yuanta Futures Co Institutional Ownership Historical Data

* Premium members only.

The historical data trend for Yuanta Futures Co'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.

Yuanta Futures Co Institutional Ownership Chart

Yuanta Futures Co Historical Data

The historical data trend for Yuanta Futures Co can be seen below:

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 2026-08-31
Institutional Ownership 0.67 0.68 0.67 0.68 0.65 0.65 0.65 0.64 0.72 0.82
ROCO:6023
73GF Score
Yuanta Futures Co Ltd ROCO:6023
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Yuanta Futures Co Institutional Ownership Calculation

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

What does a Institutional Ownership of 0.82% mean?
Yuanta Futures Co (ROCO:6023) has a Institutional Ownership of 0.82% as of Sep. 13, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Yuanta Futures Co and its competitors.
Is Yuanta Futures Co's Institutional Ownership too high?
Yuanta Futures Co's current Institutional Ownership is 0.82%. Overall, Yuanta Futures Co has a GF Score™ of 73/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Yuanta Futures Co's Institutional Ownership compare to MS and GS?
Yuanta Futures Co's Institutional Ownership of 0.82% can be compared against companies in the Capital Markets 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 Capital Markets company?
A good Institutional Ownership depends on the Capital Markets 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 Yuanta Futures Co and its competitors. Yuanta Futures Co's current Institutional Ownership is 0.82%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Yuanta Futures Co stock overvalued right now?
Based on GuruFocus' analysis, Yuanta Futures Co (ROCO:6023) is currently considered Fairly Valued. The stock's GF Value™ is NT$83.55, compared to a current price of NT$84.90 — trading 1.6% above its estimated fair value. The current Institutional Ownership is 0.82%. Yuanta Futures Co's overall GF Score™ is 73/100 with 7 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 Yuanta Futures Co (ROCO:6023), the current Institutional Ownership is 0.82% as of Sep. 13, 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 Yuanta Futures Co (ROCO:6023) Overvalued in 2026?

Based on GuruFocus' analysis, Yuanta Futures Co stock appears to be overvalued. The current stock price of NT$84.90 is trading 1.6% above its estimated GF Value™ of NT$83.55. GuruFocus considers Yuanta Futures Co to be Fairly Valued.

Key valuation signals for ROCO:6023:

  • Institutional Ownership: 0.82%
  • GF Value™: NT$83.55 vs. price of NT$84.90 (1.6% above fair value)
  • GF Score™: 73/100 with 7 warning signs

No single metric tells the full story. See the ROCO:6023 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Yuanta Futures Co Business Description

Address Nanjing East Road, 2nd, 3rd, 4th, and 5thFloor, No. 77, Section 2, Zhongshan District, Taipei, TWN, 104089
Yuanta Futures Co Ltd is Taiwan's futures company. The company is engaged in onshore and offshore futures brokerage business, futures dealing, futures consulting, futures business management, securities dealing, leverage transaction merchant, and a variety of futures-related businesses. Its operating segments include: Brokerage segment, Dealing segment, and Other segment. The company derives maximum revenue from Brokerage segment. Geographically, the company has its presence in Taiwan, Asia (excluding Taiwan), Europe, America and Other.
73GF Score

Get the complete analysis for ROCO:6023

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

NT$84.90
Price
NT$83.55
GF Value