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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

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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 Inc14.42%4,894,381$120.01MInstitution
Jennison Associates LLC8.77%2,977,315$73.00MInstitution
Vanguard Group Inc7.13%2,419,737$59.33MInstitution
Victory Capital Management Inc7.09%2,406,061$59.00MInstitution
Dimensional Fund Advisors LP6.00%2,037,959$49.97MInstitution
State Street Corp4.67%1,587,311$38.92MInstitution
Alliancebernstein LP4.01%1,360,681$33.36MInstitution
Geode Capital Management LLC2.44%828,029$20.30MInstitution
Arrowstreet Capital Limited Partnership1.49%504,509$12.37MInstitution
Northern Trust Corp1.20%408,080$10.01MInstitution

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HFWA vs Bank Stocks

TickerInst. %Insider %Net Insider (L12M)Net Insider (L3M)
HFWA84.61%6.37%Net BuyingNet Buying
CPF47.69%52.31%Net SellingNet Selling
ESQ66.95%33.05%Net BuyingNet Buying
CFFN63.45%36.55%Net Buying
MCB88.70%11.30%Net SellingNet Selling
View Top Bank Stocks

Heritage Financial Stock Ownership FAQ

Who owns Heritage Financial?

Heritage Financial (NASDAQ: HFWA) is owned by 84.61% institutional shareholders, 6.37% Heritage Financial insiders, and 9.02% 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 $7.70M.

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