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

Insider buying vs selling

Have Heritage Financial Corp insiders been buying or selling?
Buy
Sell
NameRoleDateSharesPriceValue
Gail B. GiacobbeDirector2024-05-013,023$18.26
$55.20kBuy
Ann WatsonDirector2024-05-013,023$18.26
$55.20kBuy
Brian L. VanceDirector2024-05-013,023$18.26
$55.20kBuy
Frederick B. RiveraDirector2024-05-013,023$18.26
$55.20kBuy
Brian CharneskiDirector2024-05-013,023$18.26
$55.20kBuy
Jeffrey S. LyonDirector2024-05-013,023$18.26
$55.20kBuy
Trevor D. DryerDirector2024-05-013,023$18.26
$55.20kBuy
Kimberly T. EllwangerDirector2024-05-013,023$18.26
$55.20kBuy
Deborah J. GavinDirector2024-05-013,023$18.26
$55.20kBuy
Amy E. CurranEVP Director Commercial Lend2024-03-15775$18.38
$14.24kBuy

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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 Inc14.53%5,072,306$92.62MInstitution
Vanguard Group Inc7.66%2,675,478$48.85MInstitution
Alliancebernstein LP5.70%1,991,278$36.36MInstitution
Dimensional Fund Advisors LP4.97%1,733,722$31.66MInstitution
State Street Corp4.63%1,616,414$29.52MInstitution
Bank Of New York Mellon Corp3.06%1,067,107$19.49MInstitution
Charles Schwab Investment Management Inc2.89%1,008,656$18.42MInstitution
Goldman Sachs Group Inc2.67%932,177$17.02MInstitution
Geode Capital Management LLC2.22%773,794$14.13MInstitution
Ameriprise Financial Inc1.51%526,429$9.61MInstitution

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HFWA vs Bank Stocks

TickerInst. %Insider %Net Insider (L12M)Net Insider (L3M)
HFWA78.21%6.03%Net BuyingNet Buying
UVSP75.52%8.38%Net SellingNet Selling
FCBC30.83%69.17%Net Selling
TMP64.13%10.14%Net BuyingNet Buying
CFFN63.78%36.22%Net BuyingNet Buying

Heritage Financial Stock Ownership FAQ

Who owns Heritage Financial?

Heritage Financial (NASDAQ: HFWA) is owned by 78.21% institutional shareholders, 6.03% Heritage Financial insiders, and 15.76% retail investors. Donald V. Rhodes is the largest individual Heritage Financial shareholder, owning 314,072.00 shares representing 0.90% of the company. Donald V. Rhodes's Heritage Financial shares are currently valued at $5.92M.

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