Heritage Financial Ownership | Who Owns Heritage Financial?
Heritage Financial Ownership Summary
Heritage Financial is owned by 73.93% institutional investors, 1.32% insiders, and 24.76% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 14.47% of HFWA shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.98% of its assets in Heritage Financial shares.
HFWA Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Heritage Financial | 73.93% | 1.32% | 24.76% |
| Sector | Financial Services Stocks | 32.01% | 15.42% | 52.57% |
| Industry | Regional Banks Stocks | 31.54% | 12.64% | 55.83% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 4.91M | 14.47% | $116.19M |
| Blackrock | 4.98M | 14.31% | $89.82M |
| Jennison associates | 3.11M | 9.15% | $73.48M |
| Victory capital management | 2.63M | 7.72% | $63.53M |
| Vanguard group | 2.41M | 7.10% | $57.05M |
| Dimensional fund advisors lp | 1.98M | 5.83% | $46.79M |
| State street | 1.52M | 4.48% | $36.88M |
| Alliancebernstein | 1.34M | 3.95% | $32.52M |
| Geode capital management | 842.60K | 2.48% | $19.93M |
| Algebris (uk) | 520.69K | 1.53% | $12.32M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Algebris (uk) | 520.69K | 0.97% | $12.32M |
| Kiley juergens wealth management | 177.45K | 0.91% | $4.20M |
| Martin & co inc /tn/ | 132.59K | 0.57% | $3.21M |
| Heartland advisors | 275.00K | 0.35% | $6.50M |
| Basswood capital management | 230.74K | 0.23% | $5.58M |
| Pacific ridge capital partners | 43.92K | 0.23% | $1.04M |
| Dana investment advisors | 220.46K | 0.15% | $5.21M |
| Bridgeway capital management | 260.24K | 0.13% | $6.30M |
| Fourthstone | 25.10K | 0.11% | $593.62K |
| Globeflex capital l p | 27.30K | 0.10% | $645.64K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wellington management group llp | 463.40K | 0.00% | 463.40K |
| Victory capital management | 2.63M | 0.04% | 220.27K |
| Blackrock funding, inc. /de | 4.91M | 0.00% | 185.82K |
| Algebris (uk) | 520.69K | 0.97% | 74.93K |
| Two sigma investments, lp | 256.57K | 0.01% | 73.59K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Maltese capital management | - | - | -160.00K |
| Blackrock | 4.98M | 0.00% | -137.81K |
| Allspring global investments | - | - | -128.59K |
| Zacks investment management | - | - | -122.71K |
| Elequin securities | - | - | -121.04K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Wellington management group llp | 463.40K | 0.00% | 463.40K | $11.21M |
| Fourthstone | 25.10K | 0.11% | 25.10K | $593.62K |
| Connor, clark & lunn investment management | 22.25K | 0.00% | 22.25K | $526.16K |
| Y-intercept (hong kong) | 16.84K | 0.01% | 16.84K | $398.29K |
| Zions bancorporation, n.a. | 6.85K | 0.01% | 6.85K | $167.75K |
Sold Out
| Holder | Change |
|---|---|
| Tfc financial management | -1.00 |
| Mendota financial group | -4.00 |
| Nelson, van denburg & campbell wealth management group | -7.00 |
| Advisornet financial | -11.00 |
| Svb wealth | -18.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 133 | -22.22% | 25,104,200 | -14.00% | 73 | 1.01% | 60 | -16.67% | 43 | -35.82% |
| Sep 30, 2025 | 165 | -4.62% | 29,131,082 | 1.29% | 85 | 1.20% | 67 | -8.22% | 66 | 11.86% |
| Jun 30, 2025 | 171 | -5.00% | 28,703,026 | 0.55% | 84 | 1.20% | 72 | -12.20% | 58 | -7.94% |
| Mar 31, 2025 | 5 | -97.11% | 385,418 | -98.61% | 1 | 0.02% | 2 | -97.30% | 1 | -98.36% |
| Dec 31, 2024 | 123 | -26.35% | 21,194,357 | -23.54% | 61 | 0.95% | 49 | -26.87% | 43 | -36.76% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 2.03M | 5.98% | - |
| Victory Sycamore Small Company Opp R | 1.76M | 5.16% | 666.00K |
| PGIM Jennison Small Company A | 1.39M | 4.10% | 3.98K |
| Jennison SMid Cap Core Equity | 1.39M | 4.08% | 139.63K |
| Vanguard US Total Market Shares ETF | 1.11M | 3.28% | 2.79K |
| Vanguard Total Stock Mkt Idx Inv | 1.08M | 3.17% | -24.25K |
| Schwab US Dividend Equity ETF™ | 899.76K | 2.65% | 738.00 |
| iShares Russell 2000 ETF | 816.17K | 2.40% | - |
| DFA US Small Cap Value I | 431.87K | 1.27% | - |
| Algebris Financial Equity BM EUR Acc | 379.80K | 1.12% | 89.94K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Feb 11, 2026 | Chalfant Tony | EVP Chief Credit Officer | Sell | $129.06K |
| Feb 03, 2026 | Rivera Frederick B | - | Sell | $47.35K |
| Jan 26, 2026 | Wilson Kelli Ann | EVP Chief Banking Officer | Sell | $50.31K |
| Nov 20, 2025 | McDonald Bryan | President | Buy | $426.45K |
| Mar 17, 2025 | Curran Amy E. | EVP Director Commercial Lend | Sell | $20.39K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | - | 3 |
| 2025 Q4 | 1 | - |
| 2025 Q2 | - | - |
| 2025 Q1 | - | 5 |
| 2024 Q4 | - | 1 |
HFWA Ownership FAQ
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