WallStreetZenWallStreetZen

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

HFWA insiders have bought more... subscribe to Premium to read more.
Net Insider Buy/Sell (L12M) Ownership

Be the first to know when HFWA insiders and whales buy or sell their stock.

HFWA Shareholders

What type of owners hold Heritage Financial Corp stock?

Institutional
Insider
Retail
NameHoldSharesValueType
Blackrock Inc14.42%4,894,381$113.11MInstitution
Jennison Associates LLC8.77%2,977,315$68.81MInstitution
Vanguard Group Inc7.13%2,419,737$55.92MInstitution
Victory Capital Management Inc7.09%2,406,061$55.60MInstitution
Dimensional Fund Advisors LP6.00%2,037,959$47.10MInstitution
State Street Corp4.67%1,587,311$36.68MInstitution
Alliancebernstein LP4.01%1,360,681$31.45MInstitution
Geode Capital Management LLC2.44%828,029$19.14MInstitution
Arrowstreet Capital Limited Partnership1.49%504,509$11.66MInstitution
Northern Trust Corp1.20%408,080$9.43MInstitution

1 of 3

HFWA vs Bank Stocks

TickerInst. %Insider %Net Insider (L12M)Net Insider (L3M)
HFWA84.71%6.37%Net Buying
FSBC55.61%40.45%Net SellingNet Selling
EQBK68.48%27.83%Net BuyingNet Buying
MOFG73.99%26.01%Net BuyingNet Buying
CPF47.75%52.25%Net SellingNet Selling
View Top Bank Stocks

Heritage Financial Stock Ownership FAQ

Who owns Heritage Financial?

Heritage Financial (NASDAQ: HFWA) is owned by 84.71% institutional shareholders, 6.37% Heritage Financial insiders, and 8.92% retail investors. Donald V. Rhodes is the largest individual Heritage Financial shareholder, owning 314,072.00 shares representing 0.93% of the company. Donald V. Rhodes's Heritage Financial shares are currently valued at $7.34M.

If you're new to stock investing, here's how to buy Heritage Financial stock.
©2025 WallStreetZen
Company
AboutNewsBlogStock Investing FAQPlansPrivacy PolicyTerms of ServiceCancellation & RefundsPerformanceHelp GuidesContactTwitterYouTubeNewsletter
Stock Tools
Top Performing AnalystsStock ScreenerStock ForecastTrending StocksStrong Buy StocksHighest Earnings StocksBest Dividend Paying StocksStatisticsStock Market SectorsStock Market IndustriesHow to Buy Stocks Online
Stock Ideas
Buy The DipBiggest Stock Gainers TodayBiggest Stock Losers Today52 Week High Stocks52 Week Low StocksMost Active Stocks TodayMost Undervalued StocksBest Penny Stocks to Buy NowBest Stocks Under $5Best Stocks Under $10
WallStreetZen does not provide financial advice and does not issue recommendations or offers to buy stock or sell any security.

Information is provided 'as-is' and solely for informational purposes and is not advice. WallStreetZen does not bear any responsibility for any losses or damage that may occur as a result of reliance on this data.