SWZ (Swiss Helvetia Fund) Institutional Ownership: 29.21% (As of Jun. 28, 2026)


SWZ Swiss Helvetia Fund Inc SWZ
37 GF Score
Price $5.90
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What is Swiss Helvetia Fund Institutional Ownership?

Swiss Helvetia Fund SWZ -0.67% 37 Institutional Ownership is 29.21% as of Jun. 28, 2026. GuruFocus rates SWZ with a GF Score™ of 37/100. The stock has 2 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, Swiss Helvetia Fund's institutional ownership is 29.21%.

Insider Ownership is the percentage of shares that are owned by company insiders relative to the total shares outstanding. As of today, Swiss Helvetia Fund's Insider Ownership is 1.00%.

Float Percentage Of Total Shares Outstanding is the percentage of float shares relative to the total shares outstanding. As of today, Swiss Helvetia Fund's Float Percentage Of Total Shares Outstanding is 97.95%.

Swiss Helvetia Fund Institutional Ownership Historical Data

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The historical data trend for Swiss Helvetia 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.

Swiss Helvetia Fund Institutional Ownership Chart

Swiss Helvetia Fund Historical Data

The historical data trend for Swiss Helvetia Fund can be seen below:

2025-08-31 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
Institutional Ownership 9.41 7.32 4.54 4.54 5.60 7.01 5.48 8.22 11.08 11.75
SWZ
37GF Score
Swiss Helvetia Fund Inc SWZ
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
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Swiss Helvetia 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 29.21% mean?
Swiss Helvetia Fund (SWZ) has a Institutional Ownership of 29.21% as of Jun. 28, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Swiss Helvetia Fund and its competitors.
Is Swiss Helvetia Fund's Institutional Ownership too high?
Swiss Helvetia Fund's current Institutional Ownership is 29.21%. Overall, Swiss Helvetia Fund has a GF Score™ of 37/100, reflecting its overall financial health beyond just this single metric.
How does Swiss Helvetia Fund's Institutional Ownership compare to PNI and GLV?
Swiss Helvetia Fund's Institutional Ownership of 29.21% 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 Swiss Helvetia Fund and its competitors. Swiss Helvetia Fund's current Institutional Ownership is 29.21%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Swiss Helvetia Fund stock overvalued right now?
Swiss Helvetia Fund (SWZ) has a current Institutional Ownership of 29.21%. The current Institutional Ownership is 29.21%. Swiss Helvetia Fund's overall GF Score™ is 37/100 with 2 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 Swiss Helvetia Fund (SWZ), the current Institutional Ownership is 29.21% as of Jun. 28, 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.

Swiss Helvetia Fund Business Description

Address c/o Ultimus Fund Solutions, LLC, 225 Pictoria Avenue, Suite 450, Cincinnati, OH, USA, 45246
Swiss Helvetia Fund Inc is a non-diversified, closed-end investment company. Its investment objective is to seek long-term capital appreciation through investment in equity and equity-linked securities of Swiss companies. It actively manages investment solutions spanning public and private markets, wealth management, and Solutions.
37GF Score

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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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