NFJ (Virtus Dividend, Interest & Premium Strategy Fund) Institutional Ownership: 41.13% (As of Jul. 08, 2026)


NFJ Virtus Dividend, Interest & Premium Strategy Fund NFJ
61 GF Score
Price $14.99
GF Value $19.40
Valuation Modestly Undervalued
! 5 Warning Signs
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What is Virtus Dividend, Interest & Premium Strategy Fund Institutional Ownership?

Virtus Dividend, Interest & Premium Strategy Fund NFJ -0.40% 61 Institutional Ownership is 41.13% as of Jul. 08, 2026. GuruFocus rates NFJ with a GF Score™ of 61/100 and a GF Value™ of $19.40 (Modestly Undervalued). The stock has 5 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, Virtus Dividend, Interest & Premium Strategy Fund's institutional ownership is 41.13%.

Insider Ownership is the percentage of shares that are owned by company insiders relative to the total shares outstanding. As of today, Virtus Dividend, Interest & Premium Strategy Fund's Insider Ownership is 0.05%.

Float Percentage Of Total Shares Outstanding is the percentage of float shares relative to the total shares outstanding. As of today, Virtus Dividend, Interest & Premium Strategy Fund's Float Percentage Of Total Shares Outstanding is 87.87%.

Virtus Dividend, Interest & Premium Strategy Fund Institutional Ownership Historical Data

* Premium members only.

The historical data trend for Virtus Dividend, Interest & Premium Strategy 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.

Virtus Dividend, Interest & Premium Strategy Fund Institutional Ownership Chart

Virtus Dividend, Interest & Premium Strategy Fund Historical Data

The historical data trend for Virtus Dividend, Interest & Premium Strategy 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 3.31 3.47 3.77 3.91 4.11 4.27 4.03 4.01 3.97 3.96
NFJ
61GF Score
Virtus Dividend, Interest & Premium Strategy Fund NFJ
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
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Virtus Dividend, Interest & Premium Strategy 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 41.13% mean?
Virtus Dividend, Interest & Premium Strategy Fund (NFJ) has a Institutional Ownership of 41.13% as of Jul. 08, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Virtus Dividend, Interest & Premium Strategy Fund and its competitors.
Is Virtus Dividend, Interest & Premium Strategy Fund's Institutional Ownership too high?
Virtus Dividend, Interest & Premium Strategy Fund's current Institutional Ownership is 41.13%. Overall, Virtus Dividend, Interest & Premium Strategy Fund has a GF Score™ of 61/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Virtus Dividend, Interest & Premium Strategy Fund's Institutional Ownership compare to QQQX and HYT?
Virtus Dividend, Interest & Premium Strategy Fund's Institutional Ownership of 41.13% 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 Virtus Dividend, Interest & Premium Strategy Fund and its competitors. Virtus Dividend, Interest & Premium Strategy Fund's current Institutional Ownership is 41.13%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Virtus Dividend, Interest & Premium Strategy Fund stock overvalued right now?
Based on GuruFocus' analysis, Virtus Dividend, Interest & Premium Strategy Fund (NFJ) is currently considered Modestly Undervalued. The stock's GF Value™ is $19.40, compared to a current price of $14.99 — trading 22.7% below its estimated fair value. The current Institutional Ownership is 41.13%. Virtus Dividend, Interest & Premium Strategy Fund's overall GF Score™ is 61/100 with 5 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 Virtus Dividend, Interest & Premium Strategy Fund (NFJ), the current Institutional Ownership is 41.13% as of Jul. 08, 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 Virtus Dividend, Interest & Premium Strategy Fund (NFJ) Overvalued in 2026?

Based on GuruFocus' analysis, Virtus Dividend, Interest & Premium Strategy Fund stock appears to be undervalued. The current stock price of $14.99 is trading 22.7% below its estimated GF Value™ of $19.40. GuruFocus considers Virtus Dividend, Interest & Premium Strategy Fund to be Modestly Undervalued.

Key valuation signals for NFJ:

  • Institutional Ownership: 41.13%
  • GF Value™: $19.40 vs. price of $14.99 (22.7% below fair value)
  • GF Score™: 61/100 with 5 warning signs

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

Virtus Dividend, Interest & Premium Strategy Fund Business Description

Address 101 Munson Street, Greenfield, MA, USA, 01301-9683
Virtus Dividend, Interest & Premium Strategy Fund is a Massachusetts-based business trust. The primary investment objective of the company is to seek current income and gains, with a secondary objective of long-term capital appreciation. It pursues its investment objectives by investing in a diversified portfolio of dividend-paying common stocks and income-producing convertible securities.
61GF Score

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

$14.99
Price
$19.40
GF Value