Schloss Wachenheim AG (FRA:SWA) Institutional Ownership: 0.19% (As of Jul. 20, 2026)

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FRA:SWA Schloss Wachenheim AG FRA:SWA
73 GF Score
Price €13.20
GF Value €15.35
Valuation Modestly Undervalued
! 2 Warning Signs
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What is Schloss Wachenheim AG Institutional Ownership?

Schloss Wachenheim AG FRA:SWA +1.15% 73 Institutional Ownership is 0.19% as of Jul. 20, 2026. GuruFocus rates FRA:SWA with a GF Score™ of 73/100 and a GF Value™ of €15.35 (Modestly Undervalued). 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, Schloss Wachenheim AG's institutional ownership is 0.19%.

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

Schloss Wachenheim AG Institutional Ownership Historical Data

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The historical data trend for Schloss Wachenheim AG'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.

Schloss Wachenheim AG Institutional Ownership Chart

Schloss Wachenheim AG Historical Data

The historical data trend for Schloss Wachenheim AG 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 0.10 0.10 0.10 0.10 0.10 0.10 0.11 0.19 0.19 0.19
FRA:SWA
73GF Score
Schloss Wachenheim AG FRA:SWA
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
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Schloss Wachenheim AG Institutional Ownership Calculation

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

What does a Institutional Ownership of 0.19% mean?
Schloss Wachenheim AG (FRA:SWA) has a Institutional Ownership of 0.19% as of Jul. 20, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Schloss Wachenheim AG and its competitors.
Is Schloss Wachenheim AG's Institutional Ownership too high?
Schloss Wachenheim AG's current Institutional Ownership is 0.19%. Overall, Schloss Wachenheim AG has a GF Score™ of 73/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Schloss Wachenheim AG's Institutional Ownership compare to BF.B?
Schloss Wachenheim AG's Institutional Ownership of 0.19% can be compared against companies in the Beverages - Alcoholic 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 Beverages - Alcoholic company?
A good Institutional Ownership depends on the Beverages - Alcoholic 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 Schloss Wachenheim AG and its competitors. Schloss Wachenheim AG's current Institutional Ownership is 0.19%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Schloss Wachenheim AG stock overvalued right now?
Based on GuruFocus' analysis, Schloss Wachenheim AG (FRA:SWA) is currently considered Modestly Undervalued. The stock's GF Value™ is €15.35, compared to a current price of €13.20 — trading 14% below its estimated fair value. The current Institutional Ownership is 0.19%. Schloss Wachenheim AG's overall GF Score™ is 73/100 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 Schloss Wachenheim AG (FRA:SWA), the current Institutional Ownership is 0.19% as of Jul. 20, 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 Schloss Wachenheim AG (FRA:SWA) Overvalued in 2026?

Based on GuruFocus' analysis, Schloss Wachenheim AG stock appears to be undervalued. The current stock price of €13.20 is trading 14% below its estimated GF Value™ of €15.35. GuruFocus considers Schloss Wachenheim AG to be Modestly Undervalued.

Key valuation signals for FRA:SWA:

  • Institutional Ownership: 0.19%
  • GF Value™: €15.35 vs. price of €13.20 (14% below fair value)
  • GF Score™: 73/100 with 2 warning signs

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

Schloss Wachenheim AG Business Description

Other Exchanges SWA:Germany
Address Niederkircher Strasse 27, Trier, DEU, 54294
Schloss Wachenheim AG is a producer and supplier of sparkling wine. It offers sparkling, semi-sparkling and carbonated sparkling wine products, non-alcoholic sparkling wine, imported wine from Italy and Romania and other wine-based beverages.
73GF Score

Get the complete analysis for FRA:SWA

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

€13.20
Price
€15.35
GF Value