Heritage Financial Ownership | Who Owns Heritage Financial?
Heritage Financial Ownership Summary
Heritage Financial is owned by 38.51% institutional investors, 1.44% insiders, and 60.05% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 16.38% 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 | 38.51% | 1.44% | 60.05% |
| Sector | Financial Services Stocks | 37.05% | 15.59% | 47.36% |
| Industry | Regional Banks Stocks | 38.44% | 12.57% | 48.99% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 5.56M | 16.38% | $144.61M |
| Blackrock | 4.98M | 14.31% | $89.82M |
| Jennison associates | 3.21M | 9.46% | $83.55M |
| Victory capital management | 2.47M | 7.27% | $64.20M |
| Vanguard group | 2.41M | 7.10% | $57.05M |
| Dimensional fund advisors lp | 1.96M | 5.76% | $50.87M |
| State street | 1.80M | 5.29% | $46.71M |
| Alliancebernstein | 1.14M | 3.37% | $27.08M |
| Geode capital management | 934.80K | 2.75% | $24.31M |
| Basswood capital management | 698.90K | 2.06% | $18.17M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Rhino investment partners | 330.46K | 2.39% | $8.59M |
| Algebris (uk) | 518.41K | 0.97% | $13.46M |
| Basswood capital management | 698.90K | 0.86% | $18.17M |
| Kiley juergens wealth management | 175.05K | 0.80% | $4.55M |
| Pacific asset management | 49.05K | 0.71% | $1.28M |
| Martin & co inc /tn/ | 137.90K | 0.61% | $3.59M |
| Heartland advisors | 275.00K | 0.36% | $7.15M |
| Pacific ridge capital partners | 35.03K | 0.20% | $910.70K |
| Dana investment advisors | 219.96K | 0.17% | $5.72M |
| Bridgeway capital management | 288.58K | 0.15% | $7.50M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Boston partners | 690.32K | 0.02% | 690.32K |
| Blackrock funding, inc. /de | 5.56M | 0.00% | 648.76K |
| Wellington management group llp | 628.32K | 0.00% | 531.28K |
| Vanguard fiduciary trust | 266.90K | 0.00% | 266.90K |
| State street | 1.80M | 0.00% | 223.07K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Alliancebernstein | 1.14M | 0.01% | -162.04K |
| Maltese capital management | - | - | -160.00K |
| Blackrock | 4.98M | 0.00% | -137.81K |
| Allspring global investments | - | - | -128.59K |
| Zacks investment management | - | - | -122.71K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Boston partners | 690.32K | 0.02% | 690.32K | $17.96M |
| 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 |
| Susquehanna fundamental investments | 40.29K | 0.04% | 40.29K | $1.05M |
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 |
| Simplex trading | -9.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Mar 31, 2025 | 5 | -97.11% | 385,418 | -98.61% | 1 | 0.02% | 2 | -97.30% | 1 | -98.36% |
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 | 1.59M | 3.86% | 199.15K |
| Jennison SMid Cap Core Equity | 1.39M | 3.38% | - |
| Vanguard Total Stock Mkt Idx Inv | 1.36M | 3.29% | 12.90K |
| Vanguard US Total Market Shares ETF | 1.11M | 3.28% | 2.79K |
| 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
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