Heritage Financial Ownership | Who Owns Heritage Financial?

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Heritage Financial Ownership Summary

Heritage Financial is owned by 85.59% institutional investors, 1.60% insiders, and 12.82% retail investors. Blackrock is the largest institutional shareholder, holding 14.31% 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	85.59%	1.60%	12.82%
Sector	Financial Services Stocks	36.95%	15.48%	47.58%
Industry	Regional Banks Stocks	38.26%	12.54%	49.20%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	4.98M	14.31%	$89.82M
Blackrock funding, inc. /de	4.73M	13.89%	$114.35M
Jennison associates	3.08M	9.05%	$74.51M
Victory capital management	2.63M	7.72%	$63.53M
Vanguard group	2.37M	6.95%	$57.26M
Dimensional fund advisors lp	2.03M	5.96%	$49.07M
State street	1.52M	4.48%	$36.88M
Alliancebernstein	1.34M	3.95%	$32.52M
Geode capital management	838.43K	2.46%	$20.28M
Arrowstreet capital, limited partnership	502.87K	1.48%	$12.16M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Algebris (uk)	445.76K	1.22%	$10.77M
Kiley juergens wealth management	177.42K	0.94%	$4.29M
Martin & co inc /tn/	132.59K	0.57%	$3.21M
Heartland advisors	275.00K	0.35%	$6.65M
Basswood capital management	230.74K	0.23%	$5.58M
Pacific ridge capital partners	41.97K	0.22%	$1.02M
Dana investment advisors	220.74K	0.16%	$5.34M
Bridgeway capital management	260.24K	0.13%	$6.30M
Globeflex capital l p	27.30K	0.10%	$660.39K
Mengis capital management	20.31K	0.10%	$491.32K

Top Buyers

Holder	Shares	% Assets	Change
Wellington management group llp	463.40K	0.00%	463.40K
Algebris (uk)	445.76K	1.22%	445.76K
Victory capital management	2.63M	0.04%	220.27K
Jennison associates	3.08M	0.04%	102.71K
Two sigma investments, lp	256.57K	0.01%	73.59K

Top Sellers

Holder	Shares	% Assets	Change
Blackrock funding, inc. /de	4.73M	0.00%	-167.18K
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
Wellington management group llp	463.40K	0.00%	463.40K	$11.21M
Algebris (uk)	445.76K	1.22%	445.76K	$10.77M
Lpl financial	9.02K	0.00%	9.02K	$218.10K
Zions bancorporation, n.a.	6.85K	0.01%	6.85K	$167.75K
Rockefeller capital management	661.00	-	661.00	$15.99K

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 %
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%
Sep 30, 2024	166	-	27,717,344	0.73%	80	1.29%	67	-16.25%	68	9.68%

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
Nov 20, 2025	McDonald Bryan	President	Buy	$426.45K
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

Insider Transactions Trends

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

HFWA Ownership FAQ

Who Owns Heritage Financial?

Heritage Financial shareholders are primarily institutional investors at 85.59%, followed by 1.60% insiders and 12.81% retail investors. The average institutional ownership in Heritage Financial's industry, Regional Banks Stocks, is 38.26%, which Heritage Financial exceeds.

Who owns the most shares of Heritage Financial?

Heritage Financial’s largest shareholders are Blackrock (4.98M shares, 14.31%), Blackrock funding, inc. /de (4.73M shares, 13.89%), and Jennison associates (3.08M shares, 9.05%). Together, they hold 37.24% 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 1.22% of its assets in 445.76K Heritage Financial shares, valued at 10.77M$.

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 5.98% of its total shares outstanding invested in 2.03M Heritage Financial shares.

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