Altshuler Shaham Financial (XTAE:ALTF) Institutional Ownership: 0.85% (As of Sep. 06, 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.

XTAE:ALTF Altshuler Shaham Financial Ltd XTAE:ALTF
78 GF Score
Price ₪7.17
GF Value ₪5.39
Valuation Significantly Overvalued
! 4 Warning Signs
View Full Analysis

What is Altshuler Shaham Financial Institutional Ownership?

Altshuler Shaham Financial XTAE:ALTF +1.53% 78 Institutional Ownership is 0.85% as of Sep. 06, 2026. GuruFocus rates XTAE:ALTF with a GF Score™ of 78/100 and a GF Value™ of ₪5.39 (Significantly Overvalued). 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, Altshuler Shaham Financial's institutional ownership is 0.85%.

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

Altshuler Shaham Financial Institutional Ownership Historical Data

* Premium members only.

The historical data trend for Altshuler Shaham Financial'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.

Altshuler Shaham Financial Institutional Ownership Chart

Altshuler Shaham Financial Historical Data

The historical data trend for Altshuler Shaham Financial 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 2.57 2.61 2.70 0.63 0.65 0.81 0.94 0.96 0.94 0.85
XTAE:ALTF
78GF Score
Altshuler Shaham Financial Ltd XTAE:ALTF
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Altshuler Shaham Financial Institutional Ownership Calculation

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

What does a Institutional Ownership of 0.85% mean?
Altshuler Shaham Financial (XTAE:ALTF) has a Institutional Ownership of 0.85% as of Sep. 06, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Altshuler Shaham Financial and its competitors.
Is Altshuler Shaham Financial's Institutional Ownership too high?
Altshuler Shaham Financial's current Institutional Ownership is 0.85%. Overall, Altshuler Shaham Financial has a GF Score™ of 78/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Altshuler Shaham Financial's Institutional Ownership compare to BLK and BX?
Altshuler Shaham Financial's Institutional Ownership of 0.85% 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 Altshuler Shaham Financial and its competitors. Altshuler Shaham Financial's current Institutional Ownership is 0.85%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Altshuler Shaham Financial stock overvalued right now?
Based on GuruFocus' analysis, Altshuler Shaham Financial (XTAE:ALTF) is currently considered Significantly Overvalued. The stock's GF Value™ is ₪5.39, compared to a current price of ₪7.17 — trading 33% above its estimated fair value. The current Institutional Ownership is 0.85%. Altshuler Shaham Financial's overall GF Score™ is 78/100 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 Altshuler Shaham Financial (XTAE:ALTF), the current Institutional Ownership is 0.85% as of Sep. 06, 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 Altshuler Shaham Financial (XTAE:ALTF) Overvalued in 2026?

Based on GuruFocus' analysis, Altshuler Shaham Financial stock appears to be overvalued. The current stock price of ₪7.17 is trading 33% above its estimated GF Value™ of ₪5.39. GuruFocus considers Altshuler Shaham Financial to be Significantly Overvalued.

Key valuation signals for XTAE:ALTF:

  • Institutional Ownership: 0.85%
  • GF Value™: ₪5.39 vs. price of ₪7.17 (33% above fair value)
  • GF Score™: 78/100 with 4 warning signs

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

Altshuler Shaham Financial Business Description

Address 19A Habarzel Street, Ramat Hachayal, Tel Aviv, ISR, 6971026
Altshuler Shaham Financial Ltd is a manager of provident funds, study and pension funds. It holds a permit to operate provident funds for savings, provident pay and severance pay, central severance pay funds, study funds, central sick pay provident fund, a central provident fund for budgetary pension participation, investment provident funds, and investment provident funds - long-term savings for children (with multiple tracks). The company has two operating segments: The pension fund segment and the Provident fund segment.
78GF Score

Get the complete analysis for XTAE:ALTF

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

₪7.17
Price
₪5.39
GF Value