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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 Officer2026-03-16490$24.89
$12.20kBuy
Bryan McDonaldPresident2026-03-161,115$24.89
$27.75kBuy
Bryan McDonaldPresident2026-03-161,743$24.89
$43.38kBuy
Bryan McDonaldPresident2026-03-16267$24.89
$6.65kBuy
Bryan McDonaldPresident2026-03-161,866$24.89
$46.44kBuy
Bryan McDonaldPresident2026-03-16939$24.89
$23.37kSell
Matthew T. RayEVP Chief Lending Officer2026-03-16504$24.89
$12.54kBuy
Matthew T. RayEVP Chief Lending Officer2026-03-16155$24.89
$3.86kBuy
Matthew T. RayEVP Chief Lending Officer2026-03-16662$24.89
$16.48kBuy
Matthew T. RayEVP Chief Lending Officer2026-03-16530$24.89
$13.19kBuy

1 of 7

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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$135.65MInstitution
Jennison Associates LLC7.55%3,107,165$85.79MInstitution
Victory Capital Management Inc5.92%2,435,692$67.25MInstitution
Vanguard Group Inc5.86%2,412,325$66.60MInstitution
Dimensional Fund Advisors LP4.81%1,978,610$54.63MInstitution
State Street Corp3.83%1,573,458$43.44MInstitution
Alliancebernstein LP3.18%1,306,960$36.09MInstitution
Geode Capital Management LLC2.05%842,598$23.26MInstitution
Basswood Capital Management LLC1.48%607,105$16.76MInstitution
Algebris Uk Ltd1.27%520,686$14.38MInstitution

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HFWA vs Bank Stocks

TickerInst. %Insider %Net Insider (L12M)Net Insider (L3M)
HFWA71.96%5.40%Net BuyingNet Buying
CCB75.03%24.97%Net SellingNet Selling
OCFC79.77%9.65%Net SellingNet Selling
OSBC70.53%8.89%Net SellingNet Selling
CTBI64.07%21.24%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, 5.40% Heritage Financial insiders, and 22.63% 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 $8.67M.

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