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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
Tony ChalfantEVP Chief Credit Officer2026-02-114,668$27.65
$129.07kSell
Frederick B. RiveraDirector2026-02-031,800$26.31
$47.35kSell
Kelli Ann WilsonEVP Chief Banking Officer2026-01-261,900$26.48
$50.31kSell
Thomas J. HenningEVP Chief Risk Officer2025-12-15495$25.43
$12.59kBuy
Nicholas M. BleyEVP Chief Operating Officer2025-12-151,043$25.43
$26.52kSell
William GlasbyEVP Chief Information Officer2025-12-15265$25.43
$6.74kBuy
William GlasbyEVP Chief Information Officer2025-12-1540$25.43
$1.02kSell
Nicholas M. BleyEVP Chief Operating Officer2025-12-154,857$25.43
$123.51kBuy
Thomas J. HenningEVP Chief Risk Officer2025-12-1579$25.43
$2.01kSell
Matthew T. RayEVP Chief Lending Officer2025-12-15832$25.43
$21.16kBuy

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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 Inc11.94%4,913,023$122.29MInstitution
Jennison Associates LLC7.55%3,107,165$77.34MInstitution
Victory Capital Management Inc5.92%2,435,692$60.62MInstitution
Vanguard Group Inc5.86%2,412,325$60.04MInstitution
Dimensional Fund Advisors LP4.81%1,978,610$49.25MInstitution
State Street Corp3.83%1,573,458$39.16MInstitution
Alliancebernstein LP3.18%1,306,960$32.53MInstitution
Geode Capital Management LLC2.05%842,598$20.97MInstitution
Basswood Capital Management LLC1.48%607,105$15.11MInstitution
Algebris Uk Ltd1.27%520,686$12.96MInstitution

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HFWA vs Bank Stocks

TickerInst. %Insider %Net Insider (L12M)Net Insider (L3M)
HFWA71.96%5.33%Net BuyingNet Selling
OSBC70.53%8.89%Net SellingNet Selling
OCFC80.05%9.68%Net SellingNet Selling
CTBI64.07%21.24%Net BuyingNet Buying
TMP67.53%10.38%Net BuyingNet Buying
View Top Bank Stocks

Heritage Financial Stock Ownership FAQ

Who owns Heritage Financial?

Heritage Financial (NASDAQ: HFWA) is owned by 71.96% institutional shareholders, 5.33% Heritage Financial insiders, and 22.71% retail investors. Donald V. Rhodes is the largest individual Heritage Financial shareholder, owning 314,072.00 shares representing 0.76% of the company. Donald V. Rhodes's Heritage Financial shares are currently valued at $7.95M.

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