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
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | Heritage Financial | 80.76% | 1.91% | 17.33% |
Sector | Financial Services Stocks | 86.48% | 14.02% | -0.50% |
Industry | Regional Banks Stocks | 51.80% | 12.03% | 36.18% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Blackrock funding, inc. /de | 5.04M | 14.69% | $123.55M |
Blackrock | 4.98M | 14.31% | $89.82M |
Vanguard group | 2.44M | 7.10% | $59.74M |
Jennison associates | 2.21M | 6.43% | $54.07M |
Dimensional fund advisors lp | 2.07M | 6.03% | $50.67M |
State street | 1.66M | 4.83% | $40.59M |
Alliancebernstein | 1.50M | 4.36% | $36.67M |
Charles schwab investment management | 1.25M | 3.64% | $30.62M |
Geode capital management | 799.97K | 2.33% | $19.60M |
Morgan stanley | 482.29K | 1.38% | $8.70M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Kiley juergens wealth management | 236.03K | 1.45% | $5.78M |
Martin & co inc /tn/ | 130.85K | 0.79% | $3.21M |
Heartland advisors | 275.00K | 0.37% | $6.74M |
Basswood capital management | 230.74K | 0.33% | $5.65M |
Ejf capital | 14.99K | 0.25% | $367.21K |
Pacific ridge capital partners | 42.31K | 0.24% | $1.04M |
Dana investment advisors | 206.52K | 0.17% | $5.06M |
Bridgeway capital management | 241.35K | 0.13% | $5.91M |
Mengis capital management | 20.31K | 0.10% | $497.62K |
Nwam | 53.48K | 0.08% | $1.31M |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Jennison associates | 2.21M | 0.03% | 465.71K |
Invesco | 369.43K | 0.00% | 195.54K |
Deprince race & zollo | 153.26K | 0.07% | 153.26K |
Russell investments group | 143.91K | 0.00% | 112.42K |
Jpmorgan chase | 225.95K | 0.00% | 102.67K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Bank of new york mellon | 366.84K | 0.00% | -311.24K |
Alliancebernstein | 1.50M | 0.01% | -231.06K |
Ameriprise financial | 381.25K | 0.00% | -174.68K |
Maltese capital management | - | - | -160.00K |
Us bancorp \de\ | 10.58K | 0.00% | -155.59K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Deprince race & zollo | 153.26K | 0.07% | 153.26K | $3.75M |
Tudor investment corp et al | 61.36K | 0.01% | 61.36K | $1.50M |
Marshall wace, llp | 57.65K | 0.00% | 57.65K | $1.41M |
Martingale asset management l p | 29.00K | 0.02% | 29.00K | $710.50K |
Mackenzie financial | 22.33K | 0.00% | 22.33K | $250.13K |
Sold Out
Holder | Change |
---|---|
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
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 | 2.20M | 6.47% | 6.44K |
Vanguard Total Stock Mkt Idx Inv | 1.08M | 3.15% | 3.97K |
Jennison SMid Cap Core Equity | 921.05K | 2.70% | 203.67K |
PGIM Jennison Small Company A | 903.96K | 2.65% | 32.27K |
Schwab US Dividend Equity ETF™ | 887.61K | 2.61% | 882.00 |
iShares Russell 2000 ETF | 870.22K | 2.56% | - |
Vanguard Institutional Extnd Mkt Idx Tr | 535.62K | 1.57% | -23.59K |
DFA US Small Cap Value I | 395.11K | 1.16% | 4.75K |
iShares S&P Small-Cap 600 Value ETF | 388.86K | 1.14% | - |
Fidelity Small Cap Index | 350.83K | 1.03% | 1.90K |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Jan 27, 2025 | Rivera Frederick B | - | Sell | $68.72K |
Jan 27, 2025 | Rivera Frederick B | - | Sell | $33.01K |
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 |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2025 Q1 | - | 2 |
2024 Q4 | - | 1 |
2024 Q2 | - | - |
2024 Q1 | - | - |
2023 Q4 | 2 | - |
HFWA Ownership FAQ
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