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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 Officer2025-06-161,315$22.76
$29.93kBuy
Kelli Ann WilsonEVP Chief Banking Officer2025-06-1652$22.76
$1.18kSell
Kelli Ann WilsonEVP Chief Banking Officer2025-06-16526$22.76
$11.97kBuy
Tony ChalfantEVP Chief Credit Officer2025-06-16130$22.76
$2.96kSell
Amy E. CurranEVP Director Commercial Lend2025-06-16124$22.76
$2.82kSell
Amy E. CurranEVP Director Commercial Lend2025-06-16526$22.76
$11.97kBuy
Amy E. CurranEVP Director Commercial Lend2025-06-16576$22.76
$13.11kBuy
Gail B. GiacobbeDirector2025-05-012,928$23.04
$67.46kBuy
Brian CharneskiDirector2025-05-012,928$23.04
$67.46kBuy
Frederick B. RiveraDirector2025-05-012,928$23.04
$67.46kBuy

1 of 9

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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 Inc14.50%4,945,934$115.54MInstitution
Jennison Associates LLC8.07%2,752,114$64.29MInstitution
Vanguard Group Inc7.07%2,410,536$56.31MInstitution
Dimensional Fund Advisors LP6.07%2,068,765$48.33MInstitution
State Street Corp4.50%1,534,870$35.85MInstitution
Victory Capital Management Inc4.34%1,480,997$34.60MInstitution
Alliancebernstein LP4.05%1,382,473$32.29MInstitution
Geode Capital Management LLC2.42%824,582$19.26MInstitution
Arrowstreet Capital Limited Partnership1.30%444,876$10.39MInstitution
Morgan Stanley1.27%431,882$10.09MInstitution

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HFWA vs Bank Stocks

TickerInst. %Insider %Net Insider (L12M)Net Insider (L3M)
HFWA83.70%6.34%Net BuyingNet Buying
OSBC72.84%10.57%Net SellingNet Buying
HBT24.28%63.18%Net Selling
MCB88.75%11.25%Net SellingNet Selling
MBWM64.00%23.61%Net SellingNet Selling
View Top Bank Stocks

Heritage Financial Stock Ownership FAQ

Who owns Heritage Financial?

Heritage Financial (NASDAQ: HFWA) is owned by 83.70% institutional shareholders, 6.34% Heritage Financial insiders, and 9.96% 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 $7.14M.

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