Heritage Financial(HFWA)
$28.25+0.04 (+0.14%)
HFWA
Heritage Financial ownership
$28.25
At close:+0.04 (+0.14%)
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Heritage Financial (HFWA) Ownership - Who Owns Heritage Financial?
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Heritage Financial (HFWA) Ownership Overview
- 1.14% Insiders
- 26.62% Mutual Funds
- 4.91% Other Institutional Investors
- 28.75% ETFs
- 38.58% Public Companies and Individual Investors
The ownership structure of Heritage Financial (HFWA) stock is a mix of institutional, retail, and individual investors. Approximately 60.28% of the company’s stock is owned by Institutional Investors, 1.14% is owned by Insiders, and 38.58% is owned by Public Companies and Individual Investors.
The ownership structure of Heritage Financial (HFWA) stock is a mix of institutional, retail, and individual investors. Approximately 60.28% of the company’s stock is owned by Institutional Investors, 1.14% is owned by Insiders, and 38.58% is owned by Public Companies and Individual Investors.
Recent Insider Trading Activity
| Date | Name | Activity | Value |
|---|---|---|---|
| Sep 14, 2026 | Frederick B Rivera | $37,128 | |
| Sep 02, 2026 | Brian Charneski | $399,037 | |
| Aug 12, 2026 | Matthew T. Ray | $111,129 | |
| Aug 04, 2026 | Jeffrey Lyon | $300,000 |
Recent Hedge Fund Trading Activity
| Date | Firm | Activity | Value |
|---|---|---|---|
| Jun 30, 2026 | Royce & Associates Llc | $1,639,704 | |
| Jun 30, 2026 | Hotchkis & Wiley Capital Management Llc | $7,841,569 | |
| Jun 30, 2026 | Basswood Capital Management Llc | $20,408,476 | |
| Jun 30, 2026 | $172,125,197 |
Top Shareholders
| Holder | # of Shares | Type | % Holding | Value |
|---|---|---|---|---|
| BlackRock, Inc. | 5,811,114 | Institution | 14.32% | 163,931,526 |
| Ishares | 4,469,021 | Institution | 11.01% | 126,071,082 |
| Vanguard | 2,372,573 | Institution | 5.85% | 66,930,284 |
| Victory Portfolios | 1,795,000 | Institution | 4.42% | 50,636,950 |
| Vanguard Index Funds | 1,791,741 | Institution | 4.42% | 50,545,014 |
| Dfa | 1,770,058 | Institution | 4.36% | 49,933,336 |
| Prudential Jennison Small Co Fund, Inc. | 1,571,419 | Institution | 3.87% | 44,329,730 |
| Spdr | 1,221,008 | Institution | 3.01% | 34,444,636 |
| Dfa Investment Dimensions Group Inc | 1,179,825 | Institution | 2.91% | 33,282,863 |
| Matthew Lindenbaum | 689,010 | Institution | 1.70% | 19,436,972 |
Top Mutual Fund Holders
| Holder | # of Shares | Type | % Holding | Value |
|---|---|---|---|---|
| Victory Portfolios | 1,795,000 | Institution | 4.42% | 50,636,950 |
| Vanguard Index Funds | 1,791,741 | Institution | 4.42% | 50,545,014 |
| Prudential Jennison Small Co Fund, Inc. | 1,571,419 | Institution | 3.87% | 44,329,730 |
| Dfa Investment Dimensions Group Inc | 1,179,825 | Institution | 2.91% | 33,282,863 |
| Fidelity Salem Street Trust | 521,881 | Institution | 1.29% | 14,722,263 |
| Fidelity Concord Street Trust | 418,439 | Institution | 1.03% | 11,804,164 |
| Rbb Fund, Inc. | 335,123 | Institution | 0.83% | 9,453,820 |
| Vanguard Scottsdale Funds | 280,999 | Institution | 0.69% | 7,926,982 |
| Heartland Group Inc. | 275,000 | Institution | 0.68% | 7,757,750 |
| Tiaa-cref Funds | 244,490 | Institution | 0.60% | 6,897,063 |
Top ETF Holders
| Holder | # of Shares | Type | % Holding | Value |
|---|---|---|---|---|
| iShares Core S&P Small Cap ETF, IJR ETF | 2,478,549 | Institution | 6.11% | 69,919,867 |
| Vanguard Total Stock Market ETF, VTI ETF | 1,296,800 | Institution | 3.20% | 35,830,584 |
| iShares Russell 2000 ETF, IWM ETF | 1,050,755 | Institution | 2.59% | 29,641,799 |
| Dimensional US Small Cap Value ETF, DFSV ETF | 768,353 | Institution | 1.89% | 21,659,871 |
| Vanguard Extended Market ETF, VXF ETF | 463,710 | Institution | 1.14% | 12,812,307 |
| Dimensional U.S. Targeted Value ETF, DFAT ETF | 463,455 | Institution | 1.14% | 13,064,796 |
| SPDR S&P Regional Banking ETF, KRE ETF | 460,147 | Institution | 1.13% | 12,971,544 |
| iShares Russell 2000 Value ETF, IWN ETF | 390,608 | Institution | 0.96% | 11,019,052 |
| SPDR Portfolio S&P 600 Small Cap ETF, SPSM ETF | 371,054 | Institution | 0.91% | 10,460,012 |
| iShares S&P Small-Cap 600 Value ETF, IJS ETF | 339,195 | Institution | 0.84% | 9,568,691 |
FAQ
Who Owns Heritage Financial (HFWA)?
According to the latest TipRanks data, approximately 60.28% of the company's stock is held by institutional investors, 1.14% is held by insiders, and 38.58% is held by public companies and individual investors.
What percentage of Heritage Financial (HFWA) stock is held by institutional investors?
According to the latest TipRanks data, approximately 60.28% of Heritage Financial (HFWA) stock is held by institutional investors: 26.62% by mutual funds, 28.75% by ETFs and 4.91% by other institutional investors.
What percentage of Heritage Financial (HFWA) stock is held by retail investors?
According to the latest TipRanks data, approximately 38.58% of Heritage Financial (HFWA) stock is held by public companies and individual investors.
Who owns the most shares of Heritage Financial (HFWA)?
BlackRock, Inc. owns the most shares of Heritage Financial (HFWA).
What is the significance of the ownership structure for a publicly traded company?
The ownership structure can impact the company's decision making, as large institutional investors may exert influence on the company's management and can also affect the company's stock price with their buying and selling patterns.
