Heritage Financial
HFWA · NASDAQ
$27.85+$0.39 (+1.42%)TodayMarket closed ·
Prev close $27.46
Who owns HFWA
Largest institutional holders, from their latest 13F filings
The 10 largest institutions hold 51.1% of HFWA’s shares.
- BlackRock Institutional Trust Company, N.A.13.3%
- Jennison Associates LLC8.6%
- Victory Capital Management Inc.5.8%
- Dimensional Fund Advisors, L.P.5.0%
- Next 6 largest institutions18.3%
- All other shareholders48.9%
| Holder | Shares | % of shares |
|---|---|---|
| BlackRock Institutional Trust Company, N.A. | 5.46M | 13.34% |
| Jennison Associates LLC | 3.54M | 8.65% |
| Victory Capital Management Inc. | 2.36M | 5.77% |
| Dimensional Fund Advisors, L.P. | 2.04M | 5.00% |
| State Street Investment Management (US) | 1.98M | 4.85% |
| Vanguard Capital Management, LLC | 1.83M | 4.48% |
| AllianceBernstein L.P. | 1.14M | 2.78% |
| Geode Capital Management, L.L.C. | 1.10M | 2.70% |
| Vanguard Portfolio Management, LLC | 749.71K | 1.83% |
| Basswood Capital Management, LLC | 689.01K | 1.68% |
Largest mutual fund holders
| Holder | Shares | % of shares |
|---|---|---|
| iShares Core S&P Small-Cap ETF | 2.50M | 6.12% |
| Victory Sycamore Small Company Opportunity Fund | 1.82M | 4.46% |
| PGIM Jennison Small Company Fund | 1.67M | 4.07% |
| Vanguard Total Stock Market Index Fund | 1.33M | 3.26% |
| iShares Russell 2000 ETF | 1.09M | 2.67% |
Insider trades
Form 4 filings by officers, directors and large holders
Over the last 6 months, insiders sold $1.32M (9 trades) of HFWA on the open market, with no buys.
| Insider | Type | Shares | Value |
|---|---|---|---|
| Rivera Frederick B | Sale | 1.30K | $37.13K |
| CHARNESKI BRIAN | Sale | 13.68K | $399.09K |
| Ray Matthew T. | Sale | 3.69K | $111.13K |
| LYON JEFFREY S | Sale | 10.00K | $300.00K |
| Chalfant Tony | Sale | 3.23K | $96.75K |
| Wilson Kelli Ann | Sale | 3.78K | $112.18K |
| Glasby William | Option exercise | 1.85K | $56.34K |
| Glasby William | Option exercise | 1.85K | $56.34K |
| Glasby William | Option exercise | 1.85K | $56.34K |
| Glasby William | Option exercise | 1.59K | $48.68K |
Short interest
Settled Sep 30, 2026
- Shares short
- 3.17M
- Days to cover
- 7.36
- % of shares outstanding
- 7.75%
- Average daily volume
- 431.07K
- Change since last report
- +4.7%
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