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NASDAQ: HFWA
Heritage Financial Corp Stock Ownership - Who owns Heritage Financial?

OverviewForecastEarningsRevenueDividendOwnership

Insider buying vs selling

Have Heritage Financial Corp insiders been buying or selling?

Buy
Sell
NameRoleDateSharesPriceValue
Kelli Ann WilsonEVP Chief Banking Officer2026-01-261,900$26.48
$50.31kSell
William GlasbyEVP Chief Information Officer2025-12-1540$25.43
$1.02kSell
Thomas J. HenningEVP Chief Risk Officer2025-12-15495$25.43
$12.59kBuy
Thomas J. HenningEVP Chief Risk Officer2025-12-1579$25.43
$2.01kSell
Nicholas M. BleyEVP Chief Operating Officer2025-12-154,857$25.43
$123.51kBuy
Sabrina C. RobisonEVP Chief HR Officer2025-12-1539$25.43
$991.77Sell
Sabrina C. RobisonEVP Chief HR Officer2025-12-15247$25.43
$6.28kBuy
Matthew T. RayEVP Chief Lending Officer2025-12-15832$25.43
$21.16kBuy
Matthew T. RayEVP Chief Lending Officer2025-12-15178$25.43
$4.53kSell
Nicholas M. BleyEVP Chief Operating Officer2025-12-151,043$25.43
$26.52kSell

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Net Insider Buy/Sell (L12M) Ownership

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HFWA Shareholders

What type of owners hold Heritage Financial Corp stock?

Institutional
Insider
Retail
NameHoldSharesValueType
Blackrock Inc13.92%4,727,202$119.13MInstitution
Jennison Associates LLC9.07%3,080,022$77.62MInstitution
Victory Capital Management Inc7.73%2,626,334$66.18MInstitution
Vanguard Group Inc6.97%2,366,903$59.65MInstitution
Dimensional Fund Advisors LP5.97%2,028,293$51.11MInstitution
State Street Corp4.49%1,524,693$38.42MInstitution
Alliancebernstein LP3.96%1,344,160$33.87MInstitution
Geode Capital Management LLC2.47%838,428$21.13MInstitution
Arrowstreet Capital Limited Partnership1.48%502,870$12.67MInstitution
Wellington Management Group LLP1.36%463,401$11.68MInstitution

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HFWA vs Bank Stocks

TickerInst. %Insider %Net Insider (L12M)Net Insider (L3M)
HFWA85.96%6.47%Net BuyingNet Buying
NBBK48.19%5.63%Net BuyingNet Buying
CPF47.71%52.29%Net Selling
EQBK69.66%28.05%Net BuyingNet Buying
HBT23.78%63.29%Net Selling
View Top Bank Stocks

Heritage Financial Stock Ownership FAQ

Who owns Heritage Financial?

Heritage Financial (NASDAQ: HFWA) is owned by 85.96% institutional shareholders, 6.47% Heritage Financial insiders, and 7.57% retail investors. Donald V. Rhodes is the largest individual Heritage Financial shareholder, owning 314,072.00 shares representing 0.92% of the company. Donald V. Rhodes's Heritage Financial shares are currently valued at $8.00M.

If you're new to stock investing, here's how to buy Heritage Financial stock.
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