PHD (Pioneer Floating Rate Trust) Institutional Ownership: 38.45% (As of Jul. 07, 2026)


PHD Pioneer Floating Rate Trust PHD
12 GF Score
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What is Pioneer Floating Rate Trust Institutional Ownership?

Pioneer Floating Rate Trust PHD 12 Institutional Ownership is 38.45% as of Jul. 07, 2026. GuruFocus rates PHD with a GF Score™ of 12/100. The stock has 1 warning sign investors should review.

Institutional ownership is the percentage of shares that are owned by institutions out of the total shares outstanding. As of today, Pioneer Floating Rate Trust's institutional ownership is 38.45%.

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


Pioneer Floating Rate Trust Institutional Ownership Historical Data

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The historical data trend for Pioneer Floating Rate Trust'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.

Pioneer Floating Rate Trust Institutional Ownership Chart

Pioneer Floating Rate Trust Historical Data

The historical data trend for Pioneer Floating Rate Trust can be seen below:

2024-12-31 2025-01-31 2025-02-28 2025-03-31 2025-04-30 2025-05-31 2025-06-30 2025-07-31 2025-08-31 2025-09-30
Institutional Ownership 3.43 3.42 3.16 1.35 3.62 3.62 3.00 2.98 2.98 2.34
PHD
12GF Score
Pioneer Floating Rate Trust PHD
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
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Pioneer Floating Rate Trust Institutional Ownership Calculation

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

What does a Institutional Ownership of 38.45% mean?
Pioneer Floating Rate Trust (PHD) has a Institutional Ownership of 38.45% as of Jul. 07, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Pioneer Floating Rate Trust and its competitors.
Is Pioneer Floating Rate Trust's Institutional Ownership too high?
Pioneer Floating Rate Trust's current Institutional Ownership is 38.45%. Overall, Pioneer Floating Rate Trust has a GF Score™ of 12/100, reflecting its overall financial health beyond just this single metric.
How does Pioneer Floating Rate Trust's Institutional Ownership compare to DEFG and PIAC?
Pioneer Floating Rate Trust's Institutional Ownership of 38.45% 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 Pioneer Floating Rate Trust and its competitors. Pioneer Floating Rate Trust's current Institutional Ownership is 38.45%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Pioneer Floating Rate Trust stock overvalued right now?
Pioneer Floating Rate Trust (PHD) has a current Institutional Ownership of 38.45%. The current Institutional Ownership is 38.45%. Pioneer Floating Rate Trust's overall GF Score™ is 12/100 with 1 warning sign 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 Pioneer Floating Rate Trust (PHD), the current Institutional Ownership is 38.45% as of Jul. 07, 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.

Pioneer Floating Rate Trust Business Description

Address 60 State Street, Boston, MA, USA, 02109
Pioneer Floating Rate Trust is a diversified, closed-end fund. It invests in the fixed income markets of the United States. The fund basically invests in senior secured floating-rate loans. It benchmarks the performance of its portfolio against the other High Yield Loans Index banks.
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Institutional Ownership is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

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