Heritage Financial Ownership | Who Owns Heritage Financial?
Heritage Financial Ownership Summary
Heritage Financial is owned by 1.13% institutional investors, 1.65% insiders, and 97.22% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 14.69% of HFWA shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.99% of its assets in Heritage Financial shares.
HFWA Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Heritage Financial | 1.13% | 1.65% | 97.22% |
| Sector | Financial Services Stocks | 71.97% | 15.45% | 12.58% |
| Industry | Regional Banks Stocks | 38.06% | 12.02% | 49.92% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 5.04M | 14.69% | $123.55M |
| Blackrock | 4.98M | 14.31% | $89.82M |
| Vanguard group | 2.44M | 7.10% | $59.74M |
| Jennison associates | 2.21M | 6.43% | $54.07M |
| 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 |
| Morgan stanley | 482.29K | 1.38% | $8.70M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Kiley juergens wealth management | 236.03K | 1.45% | $5.78M |
| Martin & co inc /tn/ | 130.85K | 0.79% | $3.21M |
| Heartland advisors | 275.00K | 0.37% | $6.74M |
| Basswood capital management | 230.74K | 0.32% | $5.61M |
| Pacific ridge capital partners | 42.31K | 0.24% | $1.04M |
| Dana investment advisors | 206.52K | 0.17% | $5.06M |
| Bridgeway capital management | 241.35K | 0.13% | $5.91M |
| Mengis capital management | 20.31K | 0.10% | $497.62K |
| Nwam | 53.48K | 0.08% | $1.31M |
| Deprince race & zollo | 153.26K | 0.07% | $3.75M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Jennison associates | 2.21M | 0.03% | 465.71K |
| Invesco | 369.43K | 0.00% | 195.54K |
| Deprince race & zollo | 153.26K | 0.07% | 153.26K |
| Russell investments group | 143.91K | 0.00% | 112.42K |
| Jpmorgan chase | 225.95K | 0.00% | 102.67K |
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 |
|---|---|---|---|---|
| Deprince race & zollo | 153.26K | 0.07% | 153.26K | $3.75M |
| Penn capital management company | 25.95K | 0.06% | 25.95K | $631.32K |
| Franklin resources | 21.21K | 0.00% | 21.21K | $519.55K |
| Ieq capital | 11.19K | 0.00% | 11.19K | $274.15K |
| Victory capital management | 9.36K | 0.00% | 9.36K | $229.25K |
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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Mar 31, 2024 | 149 | -9.15% | 28,250,605 | 3.48% | 81 | 1.34% | 60 | -25.00% | 53 | -11.67% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 2.04M | 5.99% | -1.27K |
| PGIM Jennison Small Company A | 1.31M | 3.84% | 57.68K |
| Jennison SMid Cap Core Equity | 1.25M | 3.68% | 329.76K |
| Vanguard US Total Market Shares ETF | 1.11M | 3.28% | 2.79K |
| Vanguard Total Stock Mkt Idx Inv | 1.10M | 3.22% | 3.39K |
| Victory Sycamore Small Company Opp R | 1.09M | 3.22% | 1.09M |
| Schwab US Dividend Equity ETF™ | 899.76K | 2.65% | 738.00 |
| iShares Russell 2000 ETF | 807.52K | 2.37% | 396.00 |
| Vanguard Institutional Extnd Mkt Idx Tr | 502.89K | 1.47% | 670.00 |
| DFA US Small Cap Value I | 431.87K | 1.27% | 10.51K |
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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