Heritage Financial Ownership | Who Owns Heritage Financial?


Heritage Financial Ownership Summary


Heritage Financial is owned by 80.76% institutional investors, 1.91% insiders, and 17.33% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 14.69% of HFWA shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.47% of its assets in Heritage Financial shares.

HFWA Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockHeritage Financial80.76%1.91%17.33%
SectorFinancial Services Stocks 86.48%14.02%-0.50%
IndustryRegional Banks Stocks51.80%12.03%36.18%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock funding, inc. /de5.04M14.69%$123.55M
Blackrock4.98M14.31%$89.82M
Vanguard group2.44M7.10%$59.74M
Jennison associates2.21M6.43%$54.07M
Dimensional fund advisors lp2.07M6.03%$50.67M
State street1.66M4.83%$40.59M
Alliancebernstein1.50M4.36%$36.67M
Charles schwab investment management1.25M3.64%$30.62M
Geode capital management799.97K2.33%$19.60M
Morgan stanley482.29K1.38%$8.70M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Kiley juergens wealth management236.03K1.45%$5.78M
Martin & co inc /tn/130.85K0.79%$3.21M
Heartland advisors275.00K0.37%$6.74M
Basswood capital management230.74K0.33%$5.65M
Ejf capital14.99K0.25%$367.21K
Pacific ridge capital partners42.31K0.24%$1.04M
Dana investment advisors206.52K0.17%$5.06M
Bridgeway capital management241.35K0.13%$5.91M
Mengis capital management20.31K0.10%$497.62K
Nwam53.48K0.08%$1.31M

Top Buyers

HolderShares% AssetsChange
Jennison associates2.21M0.03%465.71K
Invesco369.43K0.00%195.54K
Deprince race & zollo153.26K0.07%153.26K
Russell investments group143.91K0.00%112.42K
Jpmorgan chase225.95K0.00%102.67K

Top Sellers

HolderShares% AssetsChange
Bank of new york mellon366.84K0.00%-311.24K
Alliancebernstein1.50M0.01%-231.06K
Ameriprise financial381.25K0.00%-174.68K
Maltese capital management---160.00K
Us bancorp \de\10.58K0.00%-155.59K

New Positions

HolderShares% AssetsChangeValue
Deprince race & zollo153.26K0.07%153.26K$3.75M
Tudor investment corp et al61.36K0.01%61.36K$1.50M
Marshall wace, llp57.65K0.00%57.65K$1.41M
Martingale asset management l p29.00K0.02%29.00K$710.50K
Mackenzie financial22.33K0.00%22.33K$250.13K

Sold Out

HolderChange
Tfc financial management-1.00
Mendota financial group-4.00
Nelson, van denburg & campbell wealth management group-7.00
Advisornet financial-11.00
Northwestern mutual wealth management-25.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 2024166-27,717,3440.73%801.29%67-16.25%689.68%
Jun 30, 202416410.07%27,511,244-2.62%781.20%7830.00%6216.98%
Mar 31, 2024149-9.15%28,250,6053.48%811.34%60-25.00%53-11.67%
Dec 31, 20231644.46%27,299,2490.21%771.29%8011.11%60-4.76%
Sep 30, 2023157-3.68%27,242,087-0.88%771.27%72-15.29%6321.15%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
iShares Core S&P Small-Cap ETF2.20M6.47%6.44K
Vanguard Total Stock Mkt Idx Inv1.08M3.15%3.97K
Jennison SMid Cap Core Equity921.05K2.70%203.67K
PGIM Jennison Small Company A903.96K2.65%32.27K
Schwab US Dividend Equity ETF™887.61K2.61%882.00
iShares Russell 2000 ETF870.22K2.56%-
Vanguard Institutional Extnd Mkt Idx Tr535.62K1.57%-23.59K
DFA US Small Cap Value I395.11K1.16%4.75K
iShares S&P Small-Cap 600 Value ETF388.86K1.14%-
Fidelity Small Cap Index350.83K1.03%1.90K

Recent Insider Transactions


DateNameRoleActivityValue
Jan 27, 2025Rivera Frederick B-Sell$68.72K
Jan 27, 2025Rivera Frederick B-Sell$33.01K
Nov 07, 2024Chalfant Tony EVP Chief Credit OfficerSell$78.84K
Dec 14, 2023Rivera Frederick B-Buy$2.16K
Dec 11, 2023Rivera Frederick B-Buy$12.14K

Insider Transactions Trends


DateBuySell
2025 Q1-2
2024 Q4-1
2024 Q2--
2024 Q1--
2023 Q42-

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 51.80%, which Heritage Financial exceeds.

Who owns the most shares of Heritage Financial?

Heritage Financial’s largest shareholders are Blackrock funding, inc. /de (5.04M shares, 14.69%), Blackrock (4.98M shares, 14.31%), and Vanguard group (2.44M shares, 7.10%). Together, they hold 36.10% 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 1.45% of its assets in 236.03K Heritage Financial shares, valued at 5.78M$.

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 6.47% of its total shares outstanding invested in 2.2M Heritage Financial shares.

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