Heritage Financial Ownership | Who Owns Heritage Financial?
Heritage Financial Ownership Summary
Heritage Financial is owned by 86.41% institutional investors, 1.40% insiders, and 12.18% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 15.02% of HFWA shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.12% of its assets in Heritage Financial shares.
HFWA Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Heritage Financial | 86.41% | 1.40% | 12.18% |
| Sector | Financial Services Stocks | 736.16% | 13.84% | -650.00% |
| Industry | Regional Banks Stocks | 53.66% | 12.44% | 33.90% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 5.81M | 15.02% | $172.13M |
| Blackrock | 4.98M | 14.31% | $89.82M |
| Jennison associates | 3.54M | 9.15% | $104.80M |
| Vanguard group | 2.41M | 7.10% | $57.05M |
| Victory capital management | 2.36M | 6.10% | $69.93M |
| Dimensional fund advisors lp | 2.04M | 5.29% | $60.55M |
| State street | 1.98M | 5.12% | $58.71M |
| Vanguard capital management | 1.83M | 4.74% | $54.34M |
| Alliancebernstein | 1.14M | 2.94% | $29.55M |
| Geode capital management | 1.10M | 2.85% | $32.70M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Rhino investment partners | 373.46K | 3.35% | $11.06M |
| Algebris (uk) | 469.40K | 0.91% | $13.86M |
| Basswood capital management | 689.01K | 0.81% | $20.41M |
| Kiley juergens wealth management | 175.06K | 0.81% | $5.19M |
| Pacific asset management | 49.05K | 0.71% | $1.45M |
| Martin & co inc /tn/ | 136.11K | 0.63% | $4.03M |
| Heartland advisors | 275.00K | 0.36% | $8.15M |
| Pacific ridge capital partners | 34.63K | 0.19% | $1.03M |
| Dana investment advisors | 216.37K | 0.17% | $6.41M |
| Harbor advisory corp /ma/ | 20.55K | 0.16% | $608.69K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Sixth street partners management company | 399.44K | 0.00% | 399.44K |
| Jennison associates | 3.54M | 0.06% | 324.69K |
| Blackrock funding, inc. /de | 5.81M | 0.00% | 249.33K |
| Jpmorgan chase | 245.75K | 0.00% | 226.82K |
| State street | 1.98M | 0.00% | 185.73K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Lord, abbett | - | - | -272.44K |
| Maltese capital management | - | - | -160.00K |
| Blackrock | 4.98M | 0.00% | -137.81K |
| Arrowstreet capital, limited partnership | 298.12K | 0.00% | -135.39K |
| Allspring global investments | - | - | -128.59K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Sixth street partners management company | 399.44K | 0.00% | 399.44K | $11.83M |
| State of new jersey common pension fund d | 41.69K | 0.00% | 41.69K | $1.23M |
| Fortis capital management | 35.81K | 0.12% | 35.81K | $1.06M |
| Xtx topco | 34.52K | 0.01% | 34.52K | $1.02M |
| Freestone capital | 26.21K | 0.02% | 26.21K | $776.40K |
Sold Out
| Holder | Change |
|---|---|
| Tfc financial management | -1.00 |
| Mendota financial group | -4.00 |
| Nelson, van denburg & campbell wealth management group | -7.00 |
| Ifp advisors | -9.00 |
| Advisornet financial | -11.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 191 | 4.37% | 33,427,837 | 1.94% | 86 | 0.93% | 99 | -7.48% | 55 | 22.22% |
| Mar 31, 2026 | 99 | -42.44% | 13,076,673 | -55.82% | 38 | 0.51% | 52 | -35.00% | 24 | -60.00% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 2.50M | 6.12% | -8.38K |
| Victory Small Cap Value CIT (Net 75) | 1.80M | 5.30% | 1.75M |
| Victory Small Cap Value CIT Fd (Net 75) | 1.79M | 4.35% | 1.74M |
| Victory Sycamore Small Company Opp R | 1.79M | 4.35% | -30.00K |
| PGIM Jennison Small Company A | 1.67M | 4.07% | 94.18K |
| Jennison SMid Cap Core Equity | 1.57M | 3.81% | 180.98K |
| Vanguard US Total Market Shares ETF | 1.11M | 3.28% | 2.79K |
| Vanguard MStar Total Stk Mkt Idx Invest | 1.33M | 3.26% | 16.39K |
| Vanguard Morn Total Stk Mkt Idx Investor | 1.32M | 3.22% | -18.33K |
| Vanguard Total Stock Mkt Idx Inv | 1.32M | 3.19% | -18.33K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 13, 2026 | Ray Matthew T. | EVP Chief Lending Officer | Sell | $111.13K |
| Aug 05, 2026 | LYON JEFFREY S | - | Sell | $300.00K |
| Aug 05, 2026 | Chalfant Tony | EVP Chief Credit Officer | Sell | $96.75K |
| Jul 30, 2026 | Wilson Kelli Ann | EVP Chief Banking Officer | Sell | $112.18K |
| Jun 09, 2026 | Hinson Donald | EVPand Chief Financial Officer | Sell | $109.01K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q3 | - | 4 |
| 2026 Q2 | - | 3 |
| 2026 Q1 | - | 3 |
| 2025 Q4 | 1 | - |
| 2025 Q2 | - | - |
HFWA Ownership FAQ
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