IPHXF (Phoenix Financial) Institutional Ownership: 10.33% (As of Sep. 21, 2026)

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IPHXF Phoenix Financial Ltd IPHXF
77 GF Score
Price $44.00
GF Value $18.48
! 7 Warning Signs
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What is Phoenix Financial Institutional Ownership?

Phoenix Financial IPHXF 77 Institutional Ownership is 10.33% as of Sep. 21, 2026. GuruFocus rates IPHXF with a GF Score™ of 77/100 and a GF Value™ of $18.48. The stock has 7 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, Phoenix Financial's institutional ownership is 10.33%.

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

Phoenix Financial Institutional Ownership Historical Data

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The historical data trend for Phoenix Financial'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.

Phoenix Financial Institutional Ownership Chart

Phoenix Financial Historical Data

The historical data trend for Phoenix Financial can be seen below:

2025-11-30 2025-12-31 2026-01-31 2026-02-28 2026-03-31 2026-04-30 2026-05-31 2026-06-30 2026-07-31 2026-08-31
Institutional Ownership 19.89 19.29 19.16 16.37 16.79 16.62 16.34 16.39 18.95 19.11
IPHXF
77GF Score
Phoenix Financial Ltd IPHXF
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
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Phoenix Financial Institutional Ownership Calculation

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

What does a Institutional Ownership of 10.33% mean?
Phoenix Financial (IPHXF) has a Institutional Ownership of 10.33% as of Sep. 21, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Phoenix Financial and its competitors.
Is Phoenix Financial's Institutional Ownership too high?
Phoenix Financial's current Institutional Ownership is 10.33%. Overall, Phoenix Financial has a GF Score™ of 77/100, reflecting its overall financial health beyond just this single metric.
How does Phoenix Financial's Institutional Ownership compare to BRK.A and AIG?
Phoenix Financial's Institutional Ownership of 10.33% can be compared against companies in the Insurance 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 Insurance company?
A good Institutional Ownership depends on the Insurance 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 Phoenix Financial and its competitors. Phoenix Financial's current Institutional Ownership is 10.33%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Phoenix Financial stock overvalued right now?
Phoenix Financial (IPHXF) has a current Institutional Ownership of 10.33%. The stock's GF Value™ is $18.48, compared to a current price of $44.00 — trading 138.1% above its estimated fair value. The current Institutional Ownership is 10.33%. Phoenix Financial's overall GF Score™ is 77/100 with 7 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 Phoenix Financial (IPHXF), the current Institutional Ownership is 10.33% as of Sep. 21, 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 Phoenix Financial (IPHXF) Overvalued in 2026?

Based on GuruFocus' analysis, Phoenix Financial stock appears to be overvalued. The current stock price of $44.00 is trading 138.1% above its estimated GF Value™ of $18.48.

Key valuation signals for IPHXF:

  • Institutional Ownership: 10.33%
  • GF Value™: $18.48 vs. price of $44.00 (138.1% above fair value)
  • GF Score™: 77/100 with 7 warning signs

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

Phoenix Financial Business Description

Other Exchanges PHOE:Israel
Address 2 Phoenix Drive, P.O BoX 18, Rishon Lezion, ISR, 7510001
Phoenix Financial Ltd is an Israel-based investment and financial services company with over $200 billion in assets under management. The company operates across multi-line insurance and asset management activities, including fund management, wealth solutions, retirement, advisory, brokerage, employee stock option administration, and credit origination. Phoenix Financial is listed on the Tel Aviv Stock Exchange and is a constituent of the TA-35, MSCI World, MSCI Israel, FTSE Developed, and Bloomberg Developed Markets indices.
77GF Score

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

$44.00
Price
$18.48
GF Value