Heritage Financial Ownership | Who Owns Heritage Financial?

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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 6.08% 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	32.19%	15.44%	52.37%
Industry	Regional Banks Stocks	31.75%	12.70%	55.55%

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	3.21M	9.46%	$83.55M
Victory capital management	2.63M	7.72%	$63.53M
Vanguard group	2.41M	7.10%	$57.05M
Dimensional fund advisors lp	1.96M	5.76%	$50.87M
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	175.05K	0.80%	$4.55M
Pacific asset management	49.05K	0.71%	$1.28M
Martin & co inc /tn/	132.59K	0.57%	$3.21M
Heartland advisors	275.00K	0.36%	$7.15M
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

Top Buyers

Holder	Shares	% Assets	Change
Wellington management group llp	463.40K	0.00%	463.40K
Vanguard fiduciary trust	266.90K	0.00%	266.90K
Victory capital management	2.63M	0.04%	220.27K
Blackrock funding, inc. /de	4.91M	0.00%	185.82K
Ubs group	226.47K	0.00%	119.96K

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
Vanguard fiduciary trust	266.90K	0.00%	266.90K	$6.94M
Pacific asset management	49.05K	0.71%	49.05K	$1.28M
Vanguard global advisers	42.07K	0.00%	42.07K	$1.09M
Fourthstone	25.10K	0.11%	25.10K	$593.62K

Sold Out

Holder	Change
Tfc financial management	-1.00
Clearstead advisors	-2.00
Mendota financial group	-4.00
Nelson, van denburg & campbell wealth management group	-7.00
Advisornet financial	-11.00

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	2.51M	6.08%	639.00
Victory Small Cap Value CIT (Net 75)	1.80M	5.30%	1.75M
Victory Sycamore Small Company Opp R	1.82M	4.44%	25.00K
PGIM Jennison Small Company A	1.39M	3.38%	-
Jennison SMid Cap Core Equity	1.39M	3.38%	-
Vanguard US Total Market Shares ETF	1.11M	3.28%	2.79K
Vanguard Total Stock Mkt Idx Inv	1.34M	3.27%	215.59K
Schwab US Dividend Equity ETF™	899.76K	2.65%	738.00
iShares Russell 2000 ETF	812.27K	1.97%	6.86K
JENNISON SMALL/MID CAP EQUITY 3	555.97K	1.35%	75.20K

Recent Insider Transactions

Date	Name	Role	Activity	Value
May 01, 2026	Robison Sabrina C	EVP Chief HR Officer	Sell	$130.43K
May 01, 2026	Robison Sabrina C	EVP Chief HR Officer	Sell	$19.70K
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

Insider Transactions Trends

Date	Buy	Sell
2026 Q1	-	3
2025 Q4	1	-
2025 Q2	-	-
2025 Q1	-	5
2024 Q4	-	1

HFWA Ownership FAQ

Who Owns Heritage Financial?

Heritage Financial shareholders are primarily institutional investors at 73.93%, followed by 1.32% insiders and 24.75% retail investors. The average institutional ownership in Heritage Financial's industry, Regional Banks Stocks, is 31.75%, which Heritage Financial exceeds.

Who owns the most shares of Heritage Financial?

Heritage Financial’s largest shareholders are Blackrock funding, inc. /de (4.91M shares, 14.47%), Blackrock (4.98M shares, 14.31%), and Jennison associates (3.21M shares, 9.46%). Together, they hold 38.24% of Heritage Financial’s total shares outstanding.

Does Blackrock own Heritage Financial?

Yes, BlackRock owns 14.31% of Heritage Financial, totaling 4.98M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 89.82M$. In the last quarter, BlackRock decreased its holdings by -138K shares, a -2.69% change.

Who is Heritage Financial’s biggest shareholder by percentage of total assets invested?

Algebris (uk) is Heritage Financial’s biggest shareholder by percentage of total assets invested, with 0.97% of its assets in 520.69K Heritage Financial shares, valued at 12.32M$.

Who is the top mutual fund holder of Heritage Financial shares?

iShares Core S&P Small-Cap ETF is the top mutual fund holder of Heritage Financial shares, with 6.08% of its total shares outstanding invested in 2.51M Heritage Financial shares.

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