HFWA (Heritage Financial) Institutional Ownership: 85.47% (As of Jul. 16, 2026)

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Director of Data and Quant Analytics at GuruFocus
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Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

HFWA Heritage Financial Corp HFWA
63 GF Score
Price $30.18
GF Value $27.76
Valuation Fairly Valued
! 4 Warning Signs
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What is Heritage Financial Institutional Ownership?

Heritage Financial HFWA +1.93% 63 Institutional Ownership is 85.47% as of Jul. 16, 2026. GuruFocus rates HFWA with a GF Score™ of 63/100 and a GF Value™ of $27.76 (Fairly Valued). 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, Heritage Financial's institutional ownership is 85.47%.

Insider Ownership is the percentage of shares that are owned by company insiders relative to the total shares outstanding. As of today, Heritage Financial's Insider Ownership is 4.90%.

Float Percentage Of Total Shares Outstanding is the percentage of float shares relative to the total shares outstanding. As of today, Heritage Financial's Float Percentage Of Total Shares Outstanding is 86.58%.

Heritage Financial Institutional Ownership Historical Data

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The historical data trend for Heritage Financial'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.

Heritage Financial Institutional Ownership Chart

Heritage Financial Historical Data

The historical data trend for Heritage Financial 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 71.17 70.32 70.39 75.93 76.20 76.19 62.20 62.50 62.51 63.43
HFWA
63GF Score
Heritage Financial Corp HFWA
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
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Heritage Financial Institutional Ownership Calculation

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

What does a Institutional Ownership of 85.47% mean?
Heritage Financial (HFWA) has a Institutional Ownership of 85.47% as of Jul. 16, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Heritage Financial and its competitors.
Is Heritage Financial's Institutional Ownership too high?
Heritage Financial's current Institutional Ownership is 85.47%. Overall, Heritage Financial has a GF Score™ of 63/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Heritage Financial's Institutional Ownership compare to OSBC and UVSP?
Heritage Financial's Institutional Ownership of 85.47% can be compared against companies in the Banks 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 a Banks company?
A good Institutional Ownership depends on the Banks 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 Heritage Financial and its competitors. Heritage Financial's current Institutional Ownership is 85.47%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Heritage Financial stock overvalued right now?
Based on GuruFocus' analysis, Heritage Financial (HFWA) is currently considered Fairly Valued. The stock's GF Value™ is $27.76, compared to a current price of $30.18 — trading 8.7% above its estimated fair value. The current Institutional Ownership is 85.47%. Heritage Financial's overall GF Score™ is 63/100 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 Heritage Financial (HFWA), the current Institutional Ownership is 85.47% as of Jul. 16, 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 Heritage Financial (HFWA) Overvalued in 2026?

Based on GuruFocus' analysis, Heritage Financial stock appears to be overvalued. The current stock price of $30.18 is trading 8.7% above its estimated GF Value™ of $27.76. GuruFocus considers Heritage Financial to be Fairly Valued.

Key valuation signals for HFWA:

  • Institutional Ownership: 85.47%
  • GF Value™: $27.76 vs. price of $30.18 (8.7% above fair value)
  • GF Score™: 63/100 with 4 warning signs

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

Heritage Financial Business Description

Address 201 Fifth Avenue SW, Olympia, WA, USA, 98501
Heritage Financial Corp is a bank holding company. The company, through its subsidiary, provides commercial lending and deposit relationships with small businesses and their owners in its market areas and attracts deposits from the general public. It accepts various deposit products, such as non-interest demand accounts, money market accounts, savings accounts, and certificates of deposit. Besides, the Bank also makes real estate construction loans, land development loans, and consumer loans, and originates first mortgage loans on residential properties mainly located in its market area. Geographically, all the business activity functions through the region of the United States.
63GF Score

Get the complete analysis for HFWA

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

$30.18
Price
$27.76
GF Value