Caledonia Investments (LSE:CLDN) Institutional Ownership: 5.70% (As of Jul. 15, 2026)

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LSE:CLDN Caledonia Investments PLC LSE:CLDN
62 GF Score
Price £3.82
GF Value £3.27
Valuation Modestly Overvalued
! 4 Warning Signs
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What is Caledonia Investments Institutional Ownership?

Caledonia Investments LSE:CLDN -0.13% 62 Institutional Ownership is 5.70% as of Jul. 15, 2026. GuruFocus rates LSE:CLDN with a GF Score™ of 62/100 and a GF Value™ of £3.27 (Modestly Overvalued). The stock has 4 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, Caledonia Investments's institutional ownership is 5.70%.

Insider Ownership is the percentage of shares that are owned by company insiders relative to the total shares outstanding. As of today, Caledonia Investments's Insider Ownership is 3.37%.

Float Percentage Of Total Shares Outstanding is the percentage of float shares relative to the total shares outstanding. As of today, Caledonia Investments's Float Percentage Of Total Shares Outstanding is 0.00%.

Caledonia Investments Institutional Ownership Historical Data

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The historical data trend for Caledonia Investments'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.

Caledonia Investments Institutional Ownership Chart

Caledonia Investments Historical Data

The historical data trend for Caledonia Investments 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 6.03 5.90 5.92 5.86 5.79 5.67 5.67 5.64 5.62 5.70
LSE:CLDN
62GF Score
Caledonia Investments PLC LSE:CLDN
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
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Caledonia Investments Institutional Ownership Calculation

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

What does a Institutional Ownership of 5.70% mean?
Caledonia Investments (LSE:CLDN) has a Institutional Ownership of 5.70% as of Jul. 15, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Caledonia Investments and its competitors.
Is Caledonia Investments' Institutional Ownership too high?
Caledonia Investments' current Institutional Ownership is 5.70%. Overall, Caledonia Investments has a GF Score™ of 62/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Caledonia Investments' Institutional Ownership compare to BLK and BX?
Caledonia Investments' Institutional Ownership of 5.70% 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 Caledonia Investments and its competitors. Caledonia Investments's current Institutional Ownership is 5.70%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Caledonia Investments stock overvalued right now?
Based on GuruFocus' analysis, Caledonia Investments (LSE:CLDN) is currently considered Modestly Overvalued. The stock's GF Value™ is £3.27, compared to a current price of £3.82 — trading 16.8% above its estimated fair value. The current Institutional Ownership is 5.70%. Caledonia Investments' overall GF Score™ is 62/100 with 4 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 Caledonia Investments (LSE:CLDN), the current Institutional Ownership is 5.70% as of Jul. 15, 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 Caledonia Investments (LSE:CLDN) Overvalued in 2026?

Based on GuruFocus' analysis, Caledonia Investments stock appears to be overvalued. The current stock price of £3.82 is trading 16.8% above its estimated GF Value™ of £3.27. GuruFocus considers Caledonia Investments to be Modestly Overvalued.

Key valuation signals for LSE:CLDN:

  • Institutional Ownership: 5.70%
  • GF Value™: £3.27 vs. price of £3.82 (16.8% above fair value)
  • GF Score™: 62/100 with 4 warning signs

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

Caledonia Investments Business Description

Address 30 Buckingham Gate, Cayzer House, London, GBR, SW1E 6NN
Caledonia Investments PLC is an investment trust company. It invest in both listed and private markets across three pools: Public Companies, Private Capital and Funds. It has presence in United States, United Kingdom, and others. The company generates majority of Income from United States.
62GF Score

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

£3.82
Price
£3.27
GF Value