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Heritage Financi (HFWA)
NASDAQ
$29.83+$0.02 (+0.05%)
Price as of Jul 13, 2026 6:18 PM EDT- $1.2BMarket Cap
- 20.50%1-Year Change
- Banks - RegionalIndustry
Heritage Financi (HFWA)
$29.83+$0.02 (+0.05%)
Top Holders
Institutional
Mutual Funds
Holder | Ownership %
| Shares Held | Change (Shares, %) | Report Date |
|---|---|---|---|---|
BLACKROCK, INC. | 16.36% | 5.6M | +648,759 (+11.66%) | Mar 31, 2026 |
BLACKROCK FUNDING, INC. /DE | 14.83% | 5.0M | +40,623 (+0.81%) | Dec 31, 2024 |
BLACKROCK INC. | 14.65% | 5.0M | -137,808 (-2.77%) | Jun 30, 2024 |
JENNISON ASSOCIATES LLC | 9.45% | 3.2M | +106,308 (+3.31%) | Mar 31, 2026 |
VICTORY CAPITAL MANAGEMENT INC | 7.26% | 2.5M | +33,623 (+1.36%) | Mar 31, 2026 |
VANGUARD GROUP INC | 7.10% | 2.4M | +45,422 (+1.88%) | Dec 31, 2025 |
DIMENSIONAL FUND ADVISORS LP | 5.75% | 2.0M | -22,133 (-1.13%) | Mar 31, 2026 |
Holder | Ownership %
| Shares Held | Change (Shares, %) | Report Date |
|---|---|---|---|---|
VICTORY PORTFOLIOS | 5.37% | 1.8M | +25,000 (+1.37%) | Mar 31, 2026 |
VANGUARD INDEX FUNDS | 5.31% | 1.8M | +324,360 (+17.97%) | Mar 31, 2026 |
PRUDENTIAL JENNISON SMALL CO FUND, INC. | 4.09% | 1.4M | 0 (0.00%) | Mar 31, 2026 |
DFA INVESTMENT DIMENSIONS GROUP INC | 3.41% | 1.2M | -16,141 (-1.39%) | Apr 30, 2026 |
SPDR SERIES TRUST | 2.76% | 939,463 | 0 (0.00%) | Apr 30, 2026 |
T. Rowe Price Small-Cap Value Fund, Inc. | 2.32% | 788,733 | 0 (0.00%) | Mar 31, 2026 |
T. Rowe Price Small-Cap Stock Fund, Inc. | 1.96% | 665,785 | 0 (0.00%) | Mar 31, 2026 |
Current Ownership Distribution
- Institutions516.2M (71.17%)
- Mutual Funds207.9M (28.67%)
- Insiders1.2M (0.16%)
- Other0 (0.00%)
Insider Transactions
- 0.16% (1.2M)Current InsiderOwnership (%, shares)
- 1Number of InsiderBuying (last 12 months)
- $273,576.24Amount of InsiderBuying (last 12 months)
- 4Number of InsiderSelling (last 12 months)
- $1.6MAmount of InsiderSelling (last 12 months)
Insider Name & Title | Type | Date
| Transaction Value | Shares | Share Price | Shares After Transactions |
|---|---|---|---|---|---|---|
CHARNESKI BRIAN | Award | Jun 17, 2026 | $55,012.48 | 1,999 | $27.52 | 1,999 |
Ellwanger Kimberly T | Award | Jun 17, 2026 | $55,012.48 | 1,999 | $27.52 | 1,999 |
Allan Scott Tanton | Award | Jun 17, 2026 | $55,012.48 | 1,999 | $27.52 | 1,999 |
Dryer Trevor D. | Award | Jun 17, 2026 | $55,012.48 | 1,999 | $27.52 | 1,999 |
Rivera Frederick B | Award | Jun 17, 2026 | $55,012.48 | 1,999 | $27.52 | 1,999 |
LYON JEFFREY S | Award | Jun 17, 2026 | $55,012.48 | 1,999 | $27.52 | 1,999 |
Saunders Karen R | Award | Jun 17, 2026 | $55,012.48 | 1,999 | $27.52 | 1,999 |
VANCE BRIAN L | Award | Jun 17, 2026 | $55,012.48 | 1,999 | $27.52 | 1,999 |
Giacobbe Gail B. | Award | Jun 17, 2026 | $55,012.48 | 1,999 | $27.52 | 1,999 |
Watson Ann | Award | Jun 17, 2026 | $55,012.48 | 1,999 | $27.52 | 1,999 |
Curran Amy E. EVP Director Commercial Lend | Exempt | Jun 15, 2026 | $16,381.44 | 576 | $28.44 | 1,151 |
Chalfant Tony EVP Chief Credit Officer | Exempt | Jun 15, 2026 | $37,427.04 | 1,316 | $28.44 | 0 |
Curran Amy E. EVP Director Commercial Lend | Exempt | Jun 15, 2026 | $16,381.44 | 576 | $28.44 | 30,029 |
Chalfant Tony EVP Chief Credit Officer | Exempt | Jun 15, 2026 | $37,427.04 | 1,316 | $28.44 | 23,731 |
Curran Amy E. EVP Director Commercial Lend | In Kind | Jun 15, 2026 | $2,019.24 | 71 | $28.44 | 29,958 |
Chalfant Tony EVP Chief Credit Officer | In Kind | Jun 15, 2026 | $3,839.40 | 135 | $28.44 | 23,596 |
Hinson Donald EVPand Chief Financial Officer | Sell | Jun 09, 2026 | $109,012.52 | 3,842 | $28.37 | 41,241 |
Wilson Kelli Ann EVP Chief Banking Officer | Exempt | Mar 16, 2026 | $12,196.10 | 490 | $24.89 | 0 |
Curran Amy E. EVP Director Commercial Lend | Exempt | Mar 16, 2026 | $3,857.95 | 155 | $24.89 | 155 |
Glasby William EVP Chief Information Officer | Exempt | Mar 16, 2026 | $7,516.78 | 302 | $24.89 | 1,205 |
Hinson Donald EVPand Chief Financial Officer | Exempt | Mar 16, 2026 | $21,156.50 | 850 | $24.89 | 0 |
Wilson Kelli Ann EVP Chief Banking Officer | Exempt | Mar 16, 2026 | $13,191.70 | 530 | $24.89 | 3,714 |
Henning Thomas J EVP Chief Risk Officer | Exempt | Mar 16, 2026 | $35,841.60 | 1,440 | $24.89 | 0 |
Glasby William EVP Chief Information Officer | Exempt | Mar 16, 2026 | $45,399.36 | 1,824 | $24.89 | 1,824 |
Chalfant Tony EVP Chief Credit Officer | Exempt | Mar 16, 2026 | $30,540.03 | 1,227 | $24.89 | 1,228 |
Wilson Kelli Ann EVP Chief Banking Officer | Exempt | Mar 16, 2026 | $36,165.17 | 1,453 | $24.89 | 1,453 |
Curran Amy E. EVP Director Commercial Lend | Exempt | Mar 16, 2026 | $19,314.64 | 776 | $24.89 | 0 |
Glasby William EVP Chief Information Officer | Exempt | Mar 16, 2026 | $39,102.19 | 1,571 | $24.89 | 0 |
Hinson Donald EVPand Chief Financial Officer | Exempt | Mar 16, 2026 | $36,214.95 | 1,455 | $24.89 | 1,456 |
Wilson Kelli Ann EVP Chief Banking Officer | Exempt | Mar 16, 2026 | $33,477.05 | 1,345 | $24.89 | 2,690 |