HFWA (Heritage Financial) Institutional Ownership : 81.59% (As of Apr. 23, 2025)

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What is Heritage Financial Institutional Ownership?

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 81.59%.

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 5.72%.

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 83.43%.

Heritage Financial Institutional Ownership Historical Data

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.

* Premium members only.

Heritage Financial Institutional Ownership Chart

Heritage Financial Historical Data

The historical data trend for Heritage Financial can be seen below:

	2024-06-30	2024-07-31	2024-08-31	2024-09-30	2024-10-31	2024-11-30	2024-12-31	2025-01-31	2025-02-28	2025-03-31
Institutional Ownership	59.67	61.28	61.97	62.16	63.06	63.58	64.25	64.85	65.62	66.93

Heritage Financial Institutional Ownership Calculation

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

Heritage Financial Business Description

Industry

GURUFOCUS.COM » STOCK LIST » Financial Services » Banks » Heritage Financial Corp (NAS:HFWA) » Definitions » Institutional Ownership

Comparable Companies

Traded in Other Exchanges

N/A

Address

201 Fifth Avenue SW, Olympia, WA, USA, 98501

Website

https://www.hf-wa.com

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 noninterest 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.

Executives

Donald Hinson	officer: EVPand Chief Financial Officer	PO BOX 1578, OLYMPIA WA 98507
Jeffrey J Deuel	officer: Executive Vice President	201 5TH AVENUE SW, OLYMPIA WA 90501
Amy E. Curran	officer: EVP Director Commercial Lend	201 5TH AVE SW, OLYMPIA WA 98501
Frederick B Rivera	director	201 5TH AVE SW, OLYMPIA WA 98501
Tony Chalfant	officer: EVP Chief Credit Officer	201 5TH ST SW, OLYMPIA WA 98501
Brian Charneski	director	P O BOX 1578, OLYMPIA WA 98507
Jeffrey S Lyon	director	2542 N VISTA VIEW DRIVE, TACOMA WA 98406
Matthew T. Ray	officer: EVP Chief Lending Officer	201 5TH AVE SW, OLYMPIA WA 98501
Kelli Ann Wilson	officer: EVP Chief Banking Officer	201 5TH AVE SW, OLYMPIA WA 98501
Eric Kayen Chan	director	201 5TH AVE SW, OLYMPIA WA 98501
Cindy M Huntley	officer: SVP Director of Retail Banking	201 5TH AVE SW, OLYMPIA WA 98507
Brian L Vance	director, officer: President and CEO	2204 57TH WAY NW, OLYMPIA WA 98502
John A Clees	director	4342 SUNSET BEACH DRIVE NW, OLYMPIA WA 98502
Gail B. Giacobbe	director	201 5TH AVE SW, OLYMPIA WA 98501
Trevor D. Dryer	director	201 5TH AVE SW, OLYMPIA WA 98501