Australian Foundation Investment Co (ASX:AFI) Institutional Ownership: 0.25% (As of Jul. 07, 2026)


ASX:AFI Australian Foundation Investment Co Ltd ASX:AFI
61 GF Score
Price A$7.05
GF Value A$6.66
Valuation Fairly Valued
! 4 Warning Signs
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What is Australian Foundation Investment Co Institutional Ownership?

Australian Foundation Investment Co ASX:AFI +0.28% 61 Institutional Ownership is 0.25% as of Jul. 07, 2026. GuruFocus rates ASX:AFI with a GF Score™ of 61/100 and a GF Value™ of A$6.66 (Fairly Valued). 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, Australian Foundation Investment Co's institutional ownership is 0.25%.

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

Australian Foundation Investment Co Institutional Ownership Historical Data

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The historical data trend for Australian Foundation Investment 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.

Australian Foundation Investment Co Institutional Ownership Chart

Australian Foundation Investment Co Historical Data

The historical data trend for Australian Foundation Investment Co 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 0.23 0.23 0.23 0.25 0.24 0.25 0.25 0.25 0.25 0.25
ASX:AFI
61GF Score
Australian Foundation Investment Co Ltd ASX:AFI
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
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Australian Foundation Investment 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 0.25% mean?
Australian Foundation Investment Co (ASX:AFI) has a Institutional Ownership of 0.25% as of Jul. 07, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Australian Foundation Investment Co and its competitors.
Is Australian Foundation Investment Co's Institutional Ownership too high?
Australian Foundation Investment Co's current Institutional Ownership is 0.25%. Overall, Australian Foundation Investment Co has a GF Score™ of 61/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Australian Foundation Investment Co's Institutional Ownership compare to BLK and BX?
Australian Foundation Investment Co's Institutional Ownership of 0.25% 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 Australian Foundation Investment Co and its competitors. Australian Foundation Investment Co's current Institutional Ownership is 0.25%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Australian Foundation Investment Co stock overvalued right now?
Based on GuruFocus' analysis, Australian Foundation Investment Co (ASX:AFI) is currently considered Fairly Valued. The stock's GF Value™ is A$6.66, compared to a current price of A$7.05 — trading 5.9% above its estimated fair value. The current Institutional Ownership is 0.25%. Australian Foundation Investment Co's overall GF Score™ is 61/100 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 Australian Foundation Investment Co (ASX:AFI), the current Institutional Ownership is 0.25% as of Jul. 07, 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 Australian Foundation Investment Co (ASX:AFI) Overvalued in 2026?

Based on GuruFocus' analysis, Australian Foundation Investment Co stock appears to be overvalued. The current stock price of A$7.05 is trading 5.9% above its estimated GF Value™ of A$6.66. GuruFocus considers Australian Foundation Investment Co to be Fairly Valued.

Key valuation signals for ASX:AFI:

  • Institutional Ownership: 0.25%
  • GF Value™: A$6.66 vs. price of A$7.05 (5.9% above fair value)
  • GF Score™: 61/100 with 4 warning signs

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

Australian Foundation Investment Co Business Description

Address 101 Collins Street, Level 21, Melbourne, VIC, AUS, 3000
Australian Foundation Investment Co Ltd is an asset management company which invests in Australian and New Zealand equities. It aims to provide shareholders with attractive investment returns through access to a growing stream of fully franked dividends and enhancement of capital invested. Its investment goals are to pay dividends, which, over time, grow faster than the rate of inflation, and to provide attractive total returns over the medium to long term.
61GF Score

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

A$7.05
Price
A$6.66
GF Value