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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
Kelli Ann WilsonEVP Chief Banking Officer2025-03-17600$23.77
$14.26kSell
Donald HinsonEVPand Chief Financial Officer2025-03-17831$23.77
$19.75kSell
Donald HinsonEVPand Chief Financial Officer2025-03-173,420$23.59
$80.68kSell
Bryan McDonaldPresident and COO2025-03-171,866$23.77
$44.35kBuy
Bryan McDonaldPresident and COO2025-03-172,208$23.77
$52.48kBuy
Bryan McDonaldPresident and COO2025-03-171,115$23.77
$26.50kBuy
Bryan McDonaldPresident and COO2025-03-17954$23.77
$22.68kSell
Bryan McDonaldPresident2025-03-17921$23.77
$21.89kBuy
Bryan McDonaldPresident2025-03-17146$23.77
$3.47kSell
Matthew T. RayEVP Chief Lending Officer2025-03-17504$23.77
$11.98kBuy

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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 Inc14.84%5,042,833$110.19MInstitution
Vanguard Group Inc7.17%2,438,315$53.28MInstitution
Jennison Associates LLC6.49%2,206,766$48.22MInstitution
Dimensional Fund Advisors LP6.09%2,068,354$45.19MInstitution
State Street Corp4.87%1,656,643$36.20MInstitution
Alliancebernstein LP4.40%1,496,664$32.70MInstitution
Charles Schwab Investment Management Inc3.68%1,249,905$27.31MInstitution
Geode Capital Management LLC2.35%799,965$17.48MInstitution
Morgan Stanley1.34%455,921$9.96MInstitution
Northern Trust Corp1.28%433,678$9.48MInstitution

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HFWA vs Bank Stocks

TickerInst. %Insider %Net Insider (L12M)Net Insider (L3M)
HFWA81.44%6.28%Net BuyingNet Buying
BHRB34.66%14.28%Net BuyingNet Buying
FCBC31.33%68.67%Net SellingNet Buying
FMBH43.98%25.33%Net BuyingNet Buying
AMTB64.52%5.72%Net SellingNet Selling
View Top Bank Stocks

Heritage Financial Stock Ownership FAQ

Who owns Heritage Financial?

Heritage Financial (NASDAQ: HFWA) is owned by 81.44% institutional shareholders, 6.28% Heritage Financial insiders, and 12.28% retail investors. Donald V. Rhodes is the largest individual Heritage Financial shareholder, owning 314,072.00 shares representing 0.92% of the company. Donald V. Rhodes's Heritage Financial shares are currently valued at $6.86M.

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