HALFF (HAL Trust) Institutional Ownership: 1.21% (As of Jul. 14, 2026)

Author: Vera Yuan Vera Yuan
Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Reviewed by: Charlie Tian Charlie Tian
Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
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.

HALFF HAL Trust HALFF
89 GF Score
Price $187.27
GF Value $151.77
Valuation Modestly Overvalued
! 6 Warning Signs
View Full Analysis

What is HAL Trust Institutional Ownership?

HAL Trust HALFF -1.31% 89 Institutional Ownership is 1.21% as of Jul. 14, 2026. GuruFocus rates HALFF with a GF Score™ of 89/100 and a GF Value™ of $151.77 (Modestly Overvalued). The stock has 6 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, HAL Trust's institutional ownership is 1.21%.

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

HAL Trust Institutional Ownership Historical Data

* Premium members only.

The historical data trend for HAL Trust'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.

HAL Trust Institutional Ownership Chart

HAL Trust Historical Data

The historical data trend for HAL Trust can be seen below:

2025-08-31 2025-09-30 2025-10-31 2025-12-31 2026-01-31 2026-02-28 2026-03-31 2026-04-30 2026-05-31 2026-06-30
Institutional Ownership 1.46 1.50 1.54 1.54 1.56 1.54 2.27 2.38 2.42 2.40
HALFF
89GF Score
HAL Trust HALFF
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

HAL Trust Institutional Ownership Calculation

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

What does a Institutional Ownership of 1.21% mean?
HAL Trust (HALFF) has a Institutional Ownership of 1.21% as of Jul. 14, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on HAL Trust and its competitors.
Is HAL Trust's Institutional Ownership too high?
HAL Trust's current Institutional Ownership is 1.21%. Overall, HAL Trust has a GF Score™ of 89/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does HAL Trust's Institutional Ownership compare to BLK and BX?
HAL Trust's Institutional Ownership of 1.21% 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 HAL Trust and its competitors. HAL Trust's current Institutional Ownership is 1.21%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is HAL Trust stock overvalued right now?
Based on GuruFocus' analysis, HAL Trust (HALFF) is currently considered Modestly Overvalued. The stock's GF Value™ is $151.77, compared to a current price of $187.27 — trading 23.4% above its estimated fair value. The current Institutional Ownership is 1.21%. HAL Trust's overall GF Score™ is 89/100 with 6 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 HAL Trust (HALFF), the current Institutional Ownership is 1.21% as of Jul. 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 HAL Trust (HALFF) Overvalued in 2026?

Based on GuruFocus' analysis, HAL Trust stock appears to be overvalued. The current stock price of $187.27 is trading 23.4% above its estimated GF Value™ of $151.77. GuruFocus considers HAL Trust to be Modestly Overvalued.

Key valuation signals for HALFF:

  • Institutional Ownership: 1.21%
  • GF Value™: $151.77 vs. price of $187.27 (23.4% above fair value)
  • GF Score™: 89/100 with 6 warning signs

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

HAL Trust Business Description

Address Weena 696, Rotterdam, NLD, 3012 CN
HAL Trust is an investment company. The company's reportable segments include Unquoted, Quoted interests, Real estate, and Liquid portfolio. It generates majority of its revenue from the Quoted interests segment which comprises both the company's consolidated and unconsolidated interests in publicly traded entities that are not in scope of the Liquid portfolio segment. Geographically, the company operates in Europe, USA & Canada, Asia, and Other. It generates maximum revenue from Europe.
89GF Score

Get the complete analysis for HALFF

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

$187.27
Price
$151.77
GF Value