HGLB (Highland Global Allocation Fund) Institutional Ownership: 26.56% (As of Jul. 11, 2026)


HGLB Highland Global Allocation Fund HGLB
46 GF Score
Price $7.59
GF Value $3.93
Valuation Significantly Overvalued
! 2 Warning Signs
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What is Highland Global Allocation Fund Institutional Ownership?

Highland Global Allocation Fund HGLB -0.65% 46 Institutional Ownership is 26.56% as of Jul. 11, 2026. GuruFocus rates HGLB with a GF Score™ of 46/100 and a GF Value™ of $3.93 (Significantly 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, Highland Global Allocation Fund's institutional ownership is 26.56%.

Insider Ownership is the percentage of shares that are owned by company insiders relative to the total shares outstanding. As of today, Highland Global Allocation Fund's Insider Ownership is 0.09%.

Float Percentage Of Total Shares Outstanding is the percentage of float shares relative to the total shares outstanding. As of today, Highland Global Allocation Fund's Float Percentage Of Total Shares Outstanding is 70.00%.


Highland Global Allocation Fund Institutional Ownership Historical Data

* Premium members only.

The historical data trend for Highland Global Allocation Fund'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.

Highland Global Allocation Fund Institutional Ownership Chart

Highland Global Allocation Fund Historical Data

The historical data trend for Highland Global Allocation Fund 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 1.03 1.03 1.03 1.19 1.19 1.19 2.06 2.16 2.25 2.25
HGLB
46GF Score
Highland Global Allocation Fund HGLB
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
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Highland Global Allocation Fund Institutional Ownership Calculation

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

What does a Institutional Ownership of 26.56% mean?
Highland Global Allocation Fund (HGLB) has a Institutional Ownership of 26.56% as of Jul. 11, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Highland Global Allocation Fund and its competitors.
Is Highland Global Allocation Fund's Institutional Ownership too high?
Highland Global Allocation Fund's current Institutional Ownership is 26.56%. Overall, Highland Global Allocation Fund has a GF Score™ of 46/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Highland Global Allocation Fund's Institutional Ownership compare to FLC and DHF?
Highland Global Allocation Fund's Institutional Ownership of 26.56% 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 Highland Global Allocation Fund and its competitors. Highland Global Allocation Fund's current Institutional Ownership is 26.56%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Highland Global Allocation Fund stock overvalued right now?
Based on GuruFocus' analysis, Highland Global Allocation Fund (HGLB) is currently considered Significantly Overvalued. The stock's GF Value™ is $3.93, compared to a current price of $7.59 — trading 93.1% above its estimated fair value. The current Institutional Ownership is 26.56%. Highland Global Allocation Fund's overall GF Score™ is 46/100 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 Highland Global Allocation Fund (HGLB), the current Institutional Ownership is 26.56% as of Jul. 11, 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 Highland Global Allocation Fund (HGLB) Overvalued in 2026?

Based on GuruFocus' analysis, Highland Global Allocation Fund stock appears to be overvalued. The current stock price of $7.59 is trading 93.1% above its estimated GF Value™ of $3.93. GuruFocus considers Highland Global Allocation Fund to be Significantly Overvalued.

Key valuation signals for HGLB:

  • Institutional Ownership: 26.56%
  • GF Value™: $3.93 vs. price of $7.59 (93.1% above fair value)
  • GF Score™: 46/100 with 2 warning signs

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


Highland Global Allocation Fund Business Description

Address 300 Crescent Court, Suite 700, Dallas, TX, USA, 75201
Highland Global Allocation Fund is a diversified, closed-end management investment company. The investment objective of the Fund is to seek long-term growth of capital and future income. The Fund seeks to achieve its investment objectives by investing in a portfolio of U.S. and foreign equity, debt, and money market securities. It may also invest in senior loans to domestic or foreign corporations, partnerships, and other entities that operate in a variety of industries and geographic regions.
46GF Score

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

$7.59
Price
$3.93
GF Value