Helia Group (ASX:HLI) Institutional Ownership: 38.40% (As of Aug. 01, 2026)

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ASX:HLI Helia Group Ltd ASX:HLI
69 GF Score
Price A$5.02
GF Value A$3.93
Valuation Modestly Overvalued
! 2 Warning Signs
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What is Helia Group Institutional Ownership?

Helia Group ASX:HLI -2.33% 69 Institutional Ownership is 38.40% as of Aug. 01, 2026. GuruFocus rates ASX:HLI with a GF Score™ of 69/100 and a GF Value™ of A$3.93 (Modestly Overvalued). The stock has 2 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, Helia Group's institutional ownership is 38.40%.

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

Helia Group Institutional Ownership Historical Data

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The historical data trend for Helia Group'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.

Helia Group Institutional Ownership Chart

Helia Group Historical Data

The historical data trend for Helia Group 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 37.20 36.92 37.02 37.22 37.31 37.49 37.20 37.33 37.27 38.40
ASX:HLI
69GF Score
Helia Group Ltd ASX:HLI
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
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Helia Group Institutional Ownership Calculation

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

What does a Institutional Ownership of 38.40% mean?
Helia Group (ASX:HLI) has a Institutional Ownership of 38.40% as of Aug. 01, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Helia Group and its competitors.
Is Helia Group's Institutional Ownership too high?
Helia Group's current Institutional Ownership is 38.40%. Overall, Helia Group has a GF Score™ of 69/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Helia Group's Institutional Ownership compare to FNF and AXS?
Helia Group's Institutional Ownership of 38.40% 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 Helia Group and its competitors. Helia Group's current Institutional Ownership is 38.40%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Helia Group stock overvalued right now?
Based on GuruFocus' analysis, Helia Group (ASX:HLI) is currently considered Modestly Overvalued. The stock's GF Value™ is A$3.93, compared to a current price of A$5.02 — trading 27.7% above its estimated fair value. The current Institutional Ownership is 38.40%. Helia Group's overall GF Score™ is 69/100 with 2 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 Helia Group (ASX:HLI), the current Institutional Ownership is 38.40% as of Aug. 01, 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 Helia Group (ASX:HLI) Overvalued in 2026?

Based on GuruFocus' analysis, Helia Group stock appears to be overvalued. The current stock price of A$5.02 is trading 27.7% above its estimated GF Value™ of A$3.93. GuruFocus considers Helia Group to be Modestly Overvalued.

Key valuation signals for ASX:HLI:

  • Institutional Ownership: 38.40%
  • GF Value™: A$3.93 vs. price of A$5.02 (27.7% above fair value)
  • GF Score™: 69/100 with 2 warning signs

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

Helia Group Business Description

Other Exchanges 0GI0:Germany
Address 101 Miller Street, Level 26, North Sydney, Sydney, NSW, AUS, 2060
Helia listed on the Australian Securities Exchange in 2014 after its US-based parent, Genworth Financial (NYSE: GNW), sold down its stake. It has since exited. With a history spanning over 50 years, Helia is the largest provider of lenders' mortgage insurance, or LMI, in Australia. In Australia, LMI is predominantly purchased on loans with a loan/value ratio, or LVR, above 80%. LMI protects a lender against a potential loss (gap) between the outstanding loan amount and sale proceeds on a delinquent loan property. LMI does not protect the borrower, however the premium is paid by the borrower. It's regulated by the Australian Prudential Regulation Authority, which requires it to meet minimum regulatory capital requirements.
69GF Score

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

A$5.02
Price
A$3.93
GF Value