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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 Officer2026-06-151,316$28.44
$37.43kBuy
Amy E. CurranEVP Director Commercial Lend2026-06-1571$28.44
$2.02kSell
Amy E. CurranEVP Director Commercial Lend2026-06-15576$28.44
$16.38kBuy
Tony ChalfantEVP Chief Credit Officer2026-06-15135$28.44
$3.84kSell
Donald HinsonEVPand Chief Financial Officer2026-06-093,842$28.37
$109.01kSell
Frederick B. RiveraDirector2026-05-012,218$27.61
$61.24kBuy
Brian CharneskiDirector2026-05-012,218$27.61
$61.24kBuy
Trevor D. DryerDirector2026-05-012,218$27.61
$61.24kBuy
Kimberly T. EllwangerDirector2026-05-012,218$27.61
$61.24kBuy
Gail B. GiacobbeDirector2026-05-012,218$27.61
$61.24kBuy

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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 Inc13.49%5,561,782$158.18MInstitution
Jennison Associates LLC7.80%3,213,473$91.39MInstitution
Victory Capital Management Inc5.99%2,469,315$70.23MInstitution
Dimensional Fund Advisors LP4.75%1,956,477$55.64MInstitution
Vanguard Capital Management LLC4.48%1,847,906$52.55MInstitution
State Street Corp4.36%1,796,525$51.09MInstitution
Alliancebernstein LP2.78%1,144,920$32.56MInstitution
Geode Capital Management LLC2.27%934,802$26.59MInstitution
Basswood Capital Management LLC1.70%698,904$19.88MInstitution
Boston Partners1.67%690,319$19.63MInstitution

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HFWA vs Bank Stocks

TickerInst. %Insider %Net Insider (L12M)Net Insider (L3M)
HFWA79.56%5.43%Net BuyingNet Buying
UVSP80.30%9.09%Net SellingNet Selling
MCB90.23%9.77%Net SellingNet Selling
OSBC73.46%9.05%Net SellingNet Selling
FMBH52.27%23.52%Net BuyingNet Buying
View Top Bank Stocks

Heritage Financial Stock Ownership FAQ

Who owns Heritage Financial?

Heritage Financial (NASDAQ: HFWA) is owned by 79.56% institutional shareholders, 5.43% Heritage Financial insiders, and 15.01% 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 $8.87M.

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