FDVA (Freedom Financial Holdings) Institutional Ownership: 3.80% (As of Sep. 14, 2026)

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Director of Data and Quant Analytics at GuruFocus
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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.

FDVA Freedom Financial Holdings Inc FDVA
60 GF Score
Price $11.95
GF Value $11.12
Valuation Fairly Valued
! 3 Warning Signs
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What is Freedom Financial Holdings Institutional Ownership?

Freedom Financial Holdings FDVA -0.42% 60 Institutional Ownership is 3.80% as of Sep. 14, 2026. GuruFocus rates FDVA with a GF Score™ of 60/100 and a GF Value™ of $11.12 (Fairly Valued). The stock has 3 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, Freedom Financial Holdings's institutional ownership is 3.80%.

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

Freedom Financial Holdings Institutional Ownership Historical Data

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The historical data trend for Freedom Financial Holdings'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.

Freedom Financial Holdings Institutional Ownership Chart

Freedom Financial Holdings Historical Data

The historical data trend for Freedom Financial Holdings can be seen below:

2018-04-30 2018-05-31 2018-06-30 2018-07-31 2018-08-31 2018-09-30 2018-10-31 2018-11-30 2018-12-31 2019-01-31
Institutional Ownership 3.95 3.95 3.85 3.85 3.85 3.89 3.89 3.89 3.88 3.80
FDVA
60GF Score
Freedom Financial Holdings Inc FDVA
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
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Freedom Financial Holdings Institutional Ownership Calculation

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

What does a Institutional Ownership of 3.80% mean?
Freedom Financial Holdings (FDVA) has a Institutional Ownership of 3.80% as of Sep. 14, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Freedom Financial Holdings and its competitors.
Is Freedom Financial Holdings' Institutional Ownership too high?
Freedom Financial Holdings' current Institutional Ownership is 3.80%. Overall, Freedom Financial Holdings has a GF Score™ of 60/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Freedom Financial Holdings' Institutional Ownership compare to PBKC and SOBS?
Freedom Financial Holdings' Institutional Ownership of 3.80% can be compared against companies in the Banks 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 a Banks company?
A good Institutional Ownership depends on the Banks 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 Freedom Financial Holdings and its competitors. Freedom Financial Holdings's current Institutional Ownership is 3.80%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Freedom Financial Holdings stock overvalued right now?
Based on GuruFocus' analysis, Freedom Financial Holdings (FDVA) is currently considered Fairly Valued. The stock's GF Value™ is $11.12, compared to a current price of $11.95 — trading 7.5% above its estimated fair value. The current Institutional Ownership is 3.80%. Freedom Financial Holdings' overall GF Score™ is 60/100 with 3 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 Freedom Financial Holdings (FDVA), the current Institutional Ownership is 3.80% as of Sep. 14, 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 Freedom Financial Holdings (FDVA) Overvalued in 2026?

Based on GuruFocus' analysis, Freedom Financial Holdings stock appears to be overvalued. The current stock price of $11.95 is trading 7.5% above its estimated GF Value™ of $11.12. GuruFocus considers Freedom Financial Holdings to be Fairly Valued.

Key valuation signals for FDVA:

  • Institutional Ownership: 3.80%
  • GF Value™: $11.12 vs. price of $11.95 (7.5% above fair value)
  • GF Score™: 60/100 with 3 warning signs

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

Freedom Financial Holdings Business Description

Address 10555 Main Street, Suite 100, Fairfax, VA, USA, 22030
Freedom Financial Holdings Inc is a bank holding company. Through its banking subsidiary, it provides various banking products and services such as checking accounts, savings accounts, certificates of deposits, online and mobile banking services, different types of loans and advances, credit cards, and merchant services, among others. The company conducts its business activities through its single reportable segment: community banking. Community banking revolves around serving the community and customers where the bank has branches and offices. Community banking consists of lending, depository, and trust relationships.
60GF Score

Get the complete analysis for FDVA

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

$11.95
Price
$11.12
GF Value