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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;CXO2026-07-303,778$29.69
$112.18kSell
William GlasbyCIO;EVP2026-07-17302$30.52
$9.22kBuy
William GlasbyCIO;EVP2026-07-17301$30.52
$9.19kBuy
William GlasbyCIO;EVP2026-07-17301$30.52
$9.19kBuy
William GlasbyCIO;EVP2026-07-17301$30.52
$9.19kBuy
William GlasbyCIO;EVP2026-07-171,824$30.52
$55.67kBuy
William GlasbyCIO;EVP2026-07-171,595$30.52
$48.68kBuy
William GlasbyCIO;EVP2026-07-171,595$30.52
$48.68kBuy
William GlasbyCIO;EVP2026-07-171,846$30.52
$56.34kBuy
William GlasbyCIO;EVP2026-07-171,846$30.52
$56.34kBuy

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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 Inc13.49%5,561,782$165.35MInstitution
Jennison Associates LLC7.80%3,213,473$95.54MInstitution
Victory Capital Management Inc5.99%2,469,315$73.41MInstitution
Dimensional Fund Advisors LP4.75%1,956,477$58.17MInstitution
Vanguard Capital Management LLC4.48%1,847,906$54.94MInstitution
State Street Corp4.36%1,796,525$53.41MInstitution
Alliancebernstein LP2.78%1,144,920$34.04MInstitution
Geode Capital Management LLC2.27%934,802$27.79MInstitution
Basswood Capital Management LLC1.70%698,904$20.78MInstitution
Boston Partners1.67%690,319$20.52MInstitution

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HFWA vs Bank Stocks

TickerInst. %Insider %Net Insider (L12M)Net Insider (L3M)
HFWA79.56%5.45%Net BuyingNet Buying
UVSP81.07%9.18%Net SellingNet Buying
AMTB69.26%7.94%Net SellingNet Selling
OSBC73.46%9.05%Net SellingNet Selling
AGBK9.05%2.00%Net BuyingNet Buying
View Top Bank Stocks

Heritage Financial Stock Ownership FAQ

Who owns Heritage Financial?

Heritage Financial (NASDAQ: HFWA) is owned by 79.56% institutional shareholders, 5.45% Heritage Financial insiders, and 15.00% 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 $9.34M.

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