PFX (PhenixFIN) Institutional Ownership: 36.53% (As of Jul. 09, 2026)


PFX PhenixFIN Corp PFX
31 GF Score
Price $43.18
GF Value $17.34
Valuation Significantly Overvalued
! 3 Warning Signs
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What is PhenixFIN Institutional Ownership?

PhenixFIN PFX -0.22% 31 Institutional Ownership is 36.53% as of Jul. 09, 2026. GuruFocus rates PFX with a GF Score™ of 31/100 and a GF Value™ of $17.34 (Significantly Overvalued). The stock has 3 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, PhenixFIN's institutional ownership is 36.53%.

Insider Ownership is the percentage of shares that are owned by company insiders relative to the total shares outstanding. As of today, PhenixFIN's Insider Ownership is 39.92%.

Float Percentage Of Total Shares Outstanding is the percentage of float shares relative to the total shares outstanding. As of today, PhenixFIN's Float Percentage Of Total Shares Outstanding is 73.99%.

PhenixFIN Institutional Ownership Historical Data

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The historical data trend for PhenixFIN'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.

PhenixFIN Institutional Ownership Chart

PhenixFIN Historical Data

The historical data trend for PhenixFIN 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 0.37 0.19 0.19 0.19 0.19 0.19 0.41 0.26 0.26 0.26
PFX
31GF Score
PhenixFIN Corp PFX
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
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PhenixFIN Institutional Ownership Calculation

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

What does a Institutional Ownership of 36.53% mean?
PhenixFIN (PFX) has a Institutional Ownership of 36.53% as of Jul. 09, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on PhenixFIN and its competitors.
Is PhenixFIN's Institutional Ownership too high?
PhenixFIN's current Institutional Ownership is 36.53%. Overall, PhenixFIN has a GF Score™ of 31/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does PhenixFIN's Institutional Ownership compare to VGI and DFDV?
PhenixFIN's Institutional Ownership of 36.53% 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 PhenixFIN and its competitors. PhenixFIN's current Institutional Ownership is 36.53%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is PhenixFIN stock overvalued right now?
Based on GuruFocus' analysis, PhenixFIN (PFX) is currently considered Significantly Overvalued. The stock's GF Value™ is $17.34, compared to a current price of $43.18 — trading 149% above its estimated fair value. The current Institutional Ownership is 36.53%. PhenixFIN's overall GF Score™ is 31/100 with 3 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 PhenixFIN (PFX), the current Institutional Ownership is 36.53% as of Jul. 09, 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 PhenixFIN (PFX) Overvalued in 2026?

Based on GuruFocus' analysis, PhenixFIN stock appears to be overvalued. The current stock price of $43.18 is trading 149% above its estimated GF Value™ of $17.34. GuruFocus considers PhenixFIN to be Significantly Overvalued.

Key valuation signals for PFX:

  • Institutional Ownership: 36.53%
  • GF Value™: $17.34 vs. price of $43.18 (149% above fair value)
  • GF Score™: 31/100 with 3 warning signs

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

PhenixFIN Business Description

Other Exchanges Q29:Germany
Address 445 Park Avenue, 10th Floor, New York, NY, USA, 10022
PhenixFIN Corp is a non-diversified closed end management investment company operating in United States. Its investment objective is to generate current income and capital appreciation by lending directly to privately held middle market companies to expand their business, refinance and make acquisitions. It mainly invests in senior secured first lien term loans, senior secured second lien term loans, unitranche, senior secured first lien notes, subordinated notes and warrants and minority equity securities. It may also invest in securities of foreign companies. Portfolio of the company mainly consists of securities across all sectors. Revenue generated by the company comprises of interest income, dividend and other income earned through investments made.
31GF Score

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

$43.18
Price
$17.34
GF Value