Heritage Financial Ownership | Who Owns Heritage Financial?

Overview Forecast RevenueFinancials Chart Transcripts

Heritage Financial Ownership Summary

Heritage Financial is owned by 80.76% institutional investors, 1.91% insiders, and 17.33% retail investors. Blackrock is the largest institutional shareholder, holding 14.31% of HFWA shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.38% of its assets in Heritage Financial shares.

HFWA Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Heritage Financial	80.76%	1.91%	17.33%
Sector	Financial Services Stocks	49.66%	13.98%	36.36%
Industry	Regional Banks Stocks	51.67%	12.06%	36.27%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	4.98M	14.31%	$89.82M
Vanguard group	2.49M	7.15%	$44.90M
Dimensional fund advisors lp	1.93M	5.56%	$34.88M
Alliancebernstein	1.70M	4.89%	$30.68M
State street	1.59M	4.57%	$28.68M
Charles schwab investment management	1.26M	3.62%	$22.73M
Jennison associates	1.02M	2.92%	$18.31M
Bank of new york mellon	896.31K	2.57%	$16.16M
Geode capital management	808.76K	2.32%	$14.58M
Ameriprise financial	557.23K	1.60%	$10.05M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Kiley juergens wealth management	239.85K	1.20%	$4.32M
Martin & co inc /tn/	136.37K	0.62%	$2.46M
Heartland advisors	400.00K	0.40%	$7.21M
Ejf capital	26.97K	0.36%	$486.27K
Basswood capital management	230.74K	0.27%	$4.16M
Pacific ridge capital partners	56.80K	0.25%	$1.02M
Dana investment advisors	244.14K	0.15%	$4.40M
Bridgeway capital management	229.87K	0.10%	$4.14M
Occudo quantitative strategies lp	18.30K	0.06%	$329.89K
Globeflex capital l p	27.30K	0.05%	$492.22K

Top Buyers

Holder	Shares	% Assets	Change
Jennison associates	1.02M	0.01%	262.23K
Millennium management	84.28K	0.00%	84.28K
Dimensional fund advisors lp	1.93M	0.01%	80.04K
Hotchkis & wiley capital management	334.33K	0.02%	56.17K
Cubist systematic strategies	52.77K	0.01%	52.77K

Top Sellers

Holder	Shares	% Assets	Change
Goldman sachs group	460.83K	0.00%	-479.21K
Alliancebernstein	1.70M	0.01%	-230.28K
Maltese capital management	-	-	-160.00K
Blackrock	4.98M	0.00%	-137.81K
Allspring global investments	-	-	-128.59K

New Positions

Holder	Shares	% Assets	Change	Value
Exoduspoint capital management, lp	45.38K	0.01%	45.38K	$818.00K
Balyasny asset management	41.04K	0.00%	41.04K	$739.97K
Intech investment management	22.75K	0.01%	22.75K	$410.16K
Y-intercept (hong kong)	20.67K	0.02%	20.67K	$372.75K
Corebridge financial	19.90K	0.00%	19.90K	$358.76K

Sold Out

Holder	Change
Tfc financial management	-1.00
Nelson, van denburg & campbell wealth management group	-7.00
Northwestern mutual wealth management	-25.00
Eversource wealth advisors	-29.00
Covestor	-40.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	166	-	27,717,344	0.73%	80	1.29%	67	-16.25%	68	9.68%
Jun 30, 2024	164	10.07%	27,511,244	-2.62%	78	1.20%	78	30.00%	62	16.98%
Mar 31, 2024	149	-9.15%	28,250,605	3.48%	81	1.34%	60	-25.00%	53	-11.67%
Dec 31, 2023	164	4.46%	27,299,249	0.21%	77	1.29%	80	11.11%	60	-4.76%
Sep 30, 2023	157	-3.68%	27,242,087	-0.88%	77	1.27%	72	-15.29%	63	21.15%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Small-Cap ETF	2.18M	6.38%	-
Vanguard Total Stock Mkt Idx Inv	1.09M	3.19%	-26.30K
Schwab US Dividend Equity ETF™	874.48K	2.56%	1.06K
iShares Russell 2000 ETF	870.22K	2.55%	-
PGIM Jennison Small Company A	717.38K	2.10%	-
Jennison SMid Cap Core Equity	717.38K	2.08%	424.57K
Vanguard Institutional Extnd Mkt Idx Tr	555.54K	1.63%	-2.21K
DFA US Small Cap Value I	361.92K	1.06%	28.25K
AB Small Cap Value Advisor	361.05K	1.06%	-23.33K
iShares S&P Small-Cap 600 Value ETF	353.10K	1.03%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Nov 07, 2024	Chalfant Tony	EVP Chief Credit Officer	Sell	$78.84K
Dec 14, 2023	Rivera Frederick B	-	Buy	$2.16K
Dec 11, 2023	Rivera Frederick B	-	Buy	$12.14K
Sep 13, 2023	CHARNESKI BRIAN	-	Buy	$83.50K
May 19, 2023	Rivera Frederick B	-	Buy	$9.80K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	1
2024 Q2	-	-
2024 Q1	-	-
2023 Q4	2	-
2023 Q3	1	-

HFWA Ownership FAQ

Who Owns Heritage Financial?

Heritage Financial shareholders are primarily institutional investors at 80.76%, followed by 1.91% insiders and 17.33% retail investors. The average institutional ownership in Heritage Financial's industry, Regional Banks Stocks, is 51.67%, which Heritage Financial exceeds.

Who owns the most shares of Heritage Financial?

Heritage Financial’s largest shareholders are Blackrock (4.98M shares, 14.31%), Vanguard group (2.49M shares, 7.15%), and Dimensional fund advisors lp (1.93M shares, 5.56%). Together, they hold 27.01% of Heritage Financial’s total shares outstanding.

Does Blackrock own Heritage Financial?

Yes, BlackRock owns 14.31% of Heritage Financial, totaling 4.98M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 89.82M$. In the last quarter, BlackRock decreased its holdings by -138K shares, a -2.69% change.

Who is Heritage Financial’s biggest shareholder by percentage of total assets invested?

Kiley juergens wealth management is Heritage Financial’s biggest shareholder by percentage of total assets invested, with 1.20% of its assets in 239.85K Heritage Financial shares, valued at 4.32M$.

Who is the top mutual fund holder of Heritage Financial shares?

iShares Core S&P Small-Cap ETF is the top mutual fund holder of Heritage Financial shares, with 6.38% of its total shares outstanding invested in 2.18M Heritage Financial shares.

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