Heritage Financial Ownership | Who Owns Heritage Financial?
Heritage Financial Ownership Summary
Heritage Financial is owned by 84.33% institutional investors, 1.60% insiders, and 14.08% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 14.38% of HFWA shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.02% of its assets in Heritage Financial shares.
HFWA Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Heritage Financial | 84.33% | 1.60% | 14.08% |
| Sector | Financial Services Stocks | 51.64% | 15.54% | 32.82% |
| Industry | Regional Banks Stocks | 53.95% | 12.38% | 33.68% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 4.89M | 14.38% | $116.68M |
| Blackrock | 4.98M | 14.31% | $89.82M |
| Jennison associates | 2.98M | 8.75% | $70.98M |
| Vanguard group | 2.44M | 7.10% | $59.74M |
| Dimensional fund advisors lp | 2.07M | 6.03% | $50.67M |
| State street | 1.66M | 4.83% | $40.59M |
| Alliancebernstein | 1.50M | 4.36% | $36.67M |
| Charles schwab investment management | 1.25M | 3.64% | $30.62M |
| Geode capital management | 799.97K | 2.33% | $19.60M |
| Arrowstreet capital, limited partnership | 504.51K | 1.48% | $12.03M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Kiley juergens wealth management | 232.86K | 1.28% | $5.55M |
| Martin & co inc /tn/ | 131.25K | 0.58% | $3.13M |
| Heartland advisors | 275.00K | 0.37% | $6.74M |
| Basswood capital management | 230.74K | 0.25% | $5.50M |
| Pacific ridge capital partners | 41.97K | 0.24% | $1.00M |
| Dana investment advisors | 222.29K | 0.18% | $5.30M |
| Versor investments lp | 34.20K | 0.14% | $815.33K |
| Bridgeway capital management | 241.35K | 0.13% | $5.91M |
| Mengis capital management | 20.31K | 0.10% | $484.21K |
| Dynamic technology lab private | 31.46K | 0.10% | $750.00K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Jennison associates | 2.98M | 0.04% | 225.20K |
| Invesco | 369.43K | 0.00% | 195.54K |
| Russell investments group | 143.91K | 0.00% | 112.42K |
| Jpmorgan chase | 225.95K | 0.00% | 102.67K |
| Jane street group | 107.48K | 0.00% | 87.48K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Bank of new york mellon | 366.84K | 0.00% | -311.24K |
| Alliancebernstein | 1.50M | 0.01% | -231.06K |
| Ameriprise financial | 381.25K | 0.00% | -174.68K |
| Maltese capital management | - | - | -160.00K |
| Us bancorp \de\ | 10.58K | 0.00% | -155.59K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Dynamic technology lab private | 31.46K | 0.10% | 31.46K | $750.00K |
| Franklin resources | 21.21K | 0.00% | 21.21K | $519.55K |
| Campbell & co investment adviser | 21.15K | 0.03% | 21.15K | $504.31K |
| Gabelli funds | 18.73K | 0.00% | 18.73K | $446.50K |
| Mariner | 10.64K | 0.00% | 10.64K | $253.55K |
Sold Out
| Holder | Change |
|---|---|
| Tfc financial management | -1.00 |
| Mendota financial group | -4.00 |
| Ifp advisors | -5.00 |
| 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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2024 | 166 | - | 27,717,344 | 0.73% | 80 | 1.29% | 67 | -16.25% | 68 | 9.68% |
| Jun 30, 2024 | 164 | 10.07% | 27,511,244 | -2.62% | 78 | 1.20% | 78 | 30.00% | 62 | 16.98% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 2.04M | 6.02% | 358.00 |
| 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 | 798.62K | 2.35% | -15.22K |
| 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 |
|---|---|---|---|---|
| Mar 17, 2025 | Curran Amy E. | EVP Director Commercial Lend | Sell | $20.39K |
| Mar 17, 2025 | Deuel Jeffrey J | CEO | Sell | $166.39K |
| Mar 17, 2025 | Hinson Donald | EVPand Chief Financial Officer | Sell | $80.68K |
| Jan 27, 2025 | Rivera Frederick B | - | Sell | $33.01K |
| Jan 27, 2025 | Rivera Frederick B | - | Sell | $68.72K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | - |
| 2025 Q1 | - | 5 |
| 2024 Q4 | - | 1 |
| 2024 Q2 | - | - |
| 2024 Q1 | - | - |
HFWA Ownership FAQ
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