Heritage Financial Corporation (HFWA)
Who owns Heritage Financial Corporation (HFWA)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 98.4% of the shares are freely tradable; institutional investors hold 80.9%.
Ownership Structure
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| BlackRock Inc | 13.49 | 5,561,782 | +13.2 | 03/31/2026 |
| Jennison Associates LLC | 7.80 | 3,213,473 | +3.4 | 03/31/2026 |
| Victory Capital Management Inc. | 5.99 | 2,469,315 | +1.4 | 03/31/2026 |
| Vanguard Group Inc | 5.85 | 2,412,325 | +1.9 | 12/31/2025 |
| Dimensional Fund Advisors, Inc. | 4.75 | 1,956,477 | -1.1 | 03/31/2026 |
| Vanguard Capital Management, LLC | 4.48 | 1,847,906 | +0.0 | 03/31/2026 |
| State Street Corp | 4.36 | 1,796,525 | +14.2 | 03/31/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 6.05 | 2,494,623 | +0.0 | 05/29/2026 |
| Victory Sycamore Small Company Opp R | 4.43 | 1,825,000 | +1.4 | 03/31/2026 |
| PGIM Jennison Small Company A | 3.86 | 1,589,591 | +14.3 | 04/30/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Insider Transactions
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| 30. Jul 2026 | Wilson Kelli Ann | EVP Chief Banking Officer | Sell | 3,778 | 29.69 | 112,178 |
| 17. Jul 2026 | Glasby William | EVP Chief Information Officer | Other | 3,379 | 30.52 | 103,127 |
| 17. Jul 2026 | Glasby William | EVP Chief Information Officer | Other | 1,846 | 30.52 | 56,340 |
| 17. Jul 2026 | Glasby William | EVP Chief Information Officer | Other | 1,595 | 30.52 | 48,679 |
| 17. Jul 2026 | Glasby William | EVP Chief Information Officer | Other | 1,824 | 30.52 | 55,668 |
| 17. Jul 2026 | Glasby William | EVP Chief Information Officer | Other | 301 | 30.52 | 9,187 |
| 17. Jul 2026 | Glasby William | EVP Chief Information Officer | Other | 302 | 30.52 | 9,217 |
| 17. Jul 2026 | Glasby William | EVP Chief Information Officer | Other | 264 | 30.52 | 8,057 |
| 17. Jul 2026 | Glasby William | EVP Chief Information Officer | Other | 265 | 30.52 | 8,088 |
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character.
View all insider transactions →Data as of: July 31, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.