Fidelity Special Values (CHIX:FSVL) Institutional Ownership: 7.85% (As of Jul. 02, 2026)


CHIX:FSVL Fidelity Special Values PLC CHIX:FSVL
33 GF Score
Price £3.10
! 4 Warning Signs
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What is Fidelity Special Values Institutional Ownership?

Fidelity Special Values CHIX:FSVL 33 Institutional Ownership is 7.85% as of Jul. 02, 2026. GuruFocus rates CHIX:FSVL with a GF Score™ of 33/100. 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, Fidelity Special Values's institutional ownership is 7.85%.

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

Fidelity Special Values Institutional Ownership Historical Data

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The historical data trend for Fidelity Special Values'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.

Fidelity Special Values Institutional Ownership Chart

Fidelity Special Values Historical Data

The historical data trend for Fidelity Special Values 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 7.82 7.84 7.80 7.71 8.00 7.85 7.57 7.84 7.85 7.85
CHIX:FSVL
33GF Score
Fidelity Special Values PLC CHIX:FSVL
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
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Fidelity Special Values Institutional Ownership Calculation

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

What does a Institutional Ownership of 7.85% mean?
Fidelity Special Values (CHIX:FSVL) has a Institutional Ownership of 7.85% as of Jul. 02, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Fidelity Special Values and its competitors.
Is Fidelity Special Values' Institutional Ownership too high?
Fidelity Special Values' current Institutional Ownership is 7.85%. Overall, Fidelity Special Values has a GF Score™ of 33/100, reflecting its overall financial health beyond just this single metric.
How does Fidelity Special Values' Institutional Ownership compare to BLK and BX?
Fidelity Special Values' Institutional Ownership of 7.85% 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 Fidelity Special Values and its competitors. Fidelity Special Values's current Institutional Ownership is 7.85%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Fidelity Special Values stock overvalued right now?
Fidelity Special Values (CHIX:FSVL) has a current Institutional Ownership of 7.85%. The current Institutional Ownership is 7.85%. Fidelity Special Values' overall GF Score™ is 33/100 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 Fidelity Special Values (CHIX:FSVL), the current Institutional Ownership is 7.85% as of Jul. 02, 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.

Fidelity Special Values Business Description

Other Exchanges FSV:UK
Address Millfield Lane, Beech Gate, Lower Kingswood, Tadworth, Surrey, GBR, KT20 6RP
Fidelity Special Values PLC is an investment trust company operating in the UK. The company's investment objective is to achieve long term capital growth predominantly through investment in UK listed companies. It seeks to meet its investment objective through investment in a diversified portfolio of securities issued by or related to predominantly the UK listed companies across the market capitalization spectrum, and the investment approach is flexible with positions in large, medium and smaller sized companies. The group may use gearing to enhance long term capital growth using debt and CFDs, depending on the relative cost and availability of those instruments.
33GF Score

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

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