UTG (UTGN) Institutional Ownership: 0.01% (As of Jul. 20, 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.

UTGN UTG Inc UTGN
74 GF Score
Price $57.99
GF Value $51.94
Valuation Modestly Overvalued
! 5 Warning Signs
View Full Analysis

What is UTG Institutional Ownership?

UTG UTGN 74 Institutional Ownership is 0.01% as of Jul. 20, 2026. GuruFocus rates UTGN with a GF Score™ of 74/100 and a GF Value™ of $51.94 (Modestly Overvalued). The stock has 5 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, UTG's institutional ownership is 0.01%.

Insider Ownership is the percentage of shares that are owned by company insiders relative to the total shares outstanding. As of today, UTG's Insider Ownership is 2.32%.

Float Percentage Of Total Shares Outstanding is the percentage of float shares relative to the total shares outstanding. As of today, UTG's Float Percentage Of Total Shares Outstanding is 25.75%.

UTG Institutional Ownership Historical Data

* Premium members only.

The historical data trend for UTG'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.

UTG Institutional Ownership Chart

UTG Historical Data

The historical data trend for UTG can be seen below:

2009-11-30 2009-12-31 2010-01-31 2010-02-28 2010-03-31 2010-04-30 2010-05-31 2010-06-30 2010-07-31 2010-08-31
Institutional Ownership 0.01 0.01 0.01 0.01 0.01 0.01 0.01 0.01 0.01 0.01
UTGN
74GF Score
UTG Inc UTGN
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

UTG Institutional Ownership Calculation

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

What does a Institutional Ownership of 0.01% mean?
UTG (UTGN) has a Institutional Ownership of 0.01% as of Jul. 20, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on UTG and its competitors.
Is UTG's Institutional Ownership too high?
UTG's current Institutional Ownership is 0.01%. Overall, UTG has a GF Score™ of 74/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does UTG's Institutional Ownership compare to SNFCA and AAME?
UTG's Institutional Ownership of 0.01% can be compared against companies in the Insurance 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 Insurance company?
A good Institutional Ownership depends on the Insurance 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 UTG and its competitors. UTG's current Institutional Ownership is 0.01%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is UTG stock overvalued right now?
Based on GuruFocus' analysis, UTG (UTGN) is currently considered Modestly Overvalued. The stock's GF Value™ is $51.94, compared to a current price of $57.99 — trading 11.6% above its estimated fair value. The current Institutional Ownership is 0.01%. UTG's overall GF Score™ is 74/100 with 5 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 UTG (UTGN), the current Institutional Ownership is 0.01% as of Jul. 20, 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 UTG (UTGN) Overvalued in 2026?

Based on GuruFocus' analysis, UTG stock appears to be overvalued. The current stock price of $57.99 is trading 11.6% above its estimated GF Value™ of $51.94. GuruFocus considers UTG to be Modestly Overvalued.

Key valuation signals for UTGN:

  • Institutional Ownership: 0.01%
  • GF Value™: $51.94 vs. price of $57.99 (11.6% above fair value)
  • GF Score™: 74/100 with 5 warning signs

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

UTG Business Description

Address 205 North Depot Street, Stanford, KY, USA, 40484
UTG Inc is a life insurance holding company. Along with its subsidiaries, its primary business is individual life insurance, which includes the servicing of existing insurance business in force, the acquisition of other companies in the insurance business, and the administration processing of life insurance business for other entities. Its product offering is the Tradition policy which is a fixed premium whole life insurance policy. Premiums are level and payable for life. Issue ages are 0-75. The second is the annuity product, which is a five-year, single premium product. The company's investment portfolio consists of fixed maturities, equity securities, trading securities, mortgage loans, notes receivable and real estate to provide funding for future policy contractual obligations.
74GF Score

Get the complete analysis for UTGN

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

$57.99
Price
$51.94
GF Value