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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 Officer2025-03-17600$23.77
$14.26kSell
Matthew T. RayEVP Chief Lending Officer2025-03-17710$23.77
$16.88kBuy
Matthew T. RayEVP Chief Lending Officer2025-03-17531$23.77
$12.62kBuy
Matthew T. RayEVP Chief Lending Officer2025-03-171,664$23.77
$39.55kBuy
Matthew T. RayEVP Chief Lending Officer2025-03-17154$23.77
$3.66kBuy
Matthew T. RayEVP Chief Lending Officer2025-03-17662$23.77
$15.74kBuy
Matthew T. RayEVP Chief Lending Officer2025-03-17732$23.77
$17.40kSell
Sabrina C. RobisonEVP Chief HR Officer2025-03-17873$23.77
$20.75kBuy
Sabrina C. RobisonEVP Chief HR Officer2025-03-171,147$23.77
$27.26kBuy
Sabrina C. RobisonEVP Chief HR Officer2025-03-17265$23.77
$6.30kBuy

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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 Inc14.84%5,042,833$115.68MInstitution
Vanguard Group Inc7.17%2,438,315$55.93MInstitution
Jennison Associates LLC6.49%2,206,766$50.62MInstitution
Dimensional Fund Advisors LP6.09%2,068,354$47.45MInstitution
State Street Corp4.87%1,656,643$38.00MInstitution
Alliancebernstein LP4.40%1,496,664$34.33MInstitution
Charles Schwab Investment Management Inc3.68%1,249,905$28.67MInstitution
Geode Capital Management LLC2.35%799,965$18.35MInstitution
Morgan Stanley1.34%455,921$10.46MInstitution
Northern Trust Corp1.28%433,678$9.95MInstitution

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HFWA vs Bank Stocks

TickerInst. %Insider %Net Insider (L12M)Net Insider (L3M)
HFWA81.44%6.28%Net BuyingNet Buying
CFFN63.21%36.79%Net BuyingNet Buying
FMBH43.98%25.33%Net BuyingNet Buying
HBT23.44%63.05%Net SellingNet Selling
NBBK43.26%5.02%Net BuyingNet Buying
View Top Bank Stocks

Heritage Financial Stock Ownership FAQ

Who owns Heritage Financial?

Heritage Financial (NASDAQ: HFWA) is owned by 81.44% institutional shareholders, 6.28% Heritage Financial insiders, and 12.28% 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 $7.17M.

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