Heritage Financial
HFWA
27.28
+0.04
+0.15%
Heritage Financial
US · HFWA
#3174 by market cap
27.28
+0.04
+0.15%
Live - 5344 symbols - heartbeat 69s ago
· 2026-10-08 10:09
Pre-market
26.85
-1.43%
After-hours
27.24
0.00%
- Market cap
- 1.12B
- P/E (TTM)i
- 12.99
- P/Bi
- 1.01
- EPSi
- 1.96
- Div yieldi
- 3.52%
- 52W posi
- 64%
Reader sentiment
Are you bullish or bearish on HFWA?
Anonymous reader poll. Unscientific, not investment advice.
✦ Quant Ownership Signal how this is computed
Mixed / stable
- Total institutional ownership (as a % of shares) was little changed.
Institutional ownership
- Held by institutions
- 81.66% +0.02pp
- Institutions
- 235
- As of
- 2026/Q3 vs. prior period
Ownership vs. money flow
DivergingInstitutions added shares last reporting period, and the stock has seen net outflows in main-fund flow over the last 20 trading sessions - the two are pointing in different directions.
Institutional ownership changes are reported quarterly with a lag; fund-flow data is daily. Treat this as a directional cross-check, not a precise timing signal.
Holder types
Mutual Fund73.54%
Hedge Fund3.44%
Public Company1.80%
Individual/Insider1.54%
Insurance Company1.37%
Government Pension Fund0.90%
Private Company0.43%
Family Office/Trust0.16%
Other16.80%
Top holders as of 2026-06-30
BlackRock
14.20% · 5.81M sh
Jennison Associates LLC
8.65% · 3.54M sh
Victory Capital Management Inc.
5.77% · 2.36M sh
Vanguard Capital Management, LLC
5.16% · 2.11M sh
Dimensional Fund Advisors
5.00% · 2.04M sh
State Street Global Advisors
4.84% · 1.98M sh
AllianceBernstein
2.78% · 1.14M sh
Geode Capital Management, LLC
2.70% · 1.10M sh
Vanguard Portfolio Management, LLC
1.83% · 749.71K sh
Basswood Capital Management, L.L.C.
1.68% · 689.01K sh
Bar length is relative to the largest holder shown here, not to 100% of the company.
Insiders
50 filings tracked · 30 buys · 20 sells
| Name | Role | Stake |
|---|---|---|
| Brian Vance | Chairperson | 0.31% |
| Jeffrey Deuel | Chief Executive Officer | 0.18% |
| Brian Charneski | Lead Independent Director | 0.11% |
| Donald Hinson | Chief Financial Officer | 0.10% |
| Jeffrey Lyon | Independent Director | 0.10% |
| Bryan McDonald | President & COO of Heritage Bank | 0.09% |
| Kimberly Ellwanger | Independent Director | 0.09% |
| Sabrina Robison | Chief Human Resources Officer | 0.08% |
| Amy Curran | -- | 0.07% |
| Ann Watson | Independent Director | 0.06% |
Insider transactions most recent Form 4 filings
| Date | Name | Role | Type | Shares | Price |
|---|---|---|---|---|---|
| 2026-09-14 | Frederick Rivera | Independent Director | Open Market Disposition | -1,300 | $28.57 |
| 2026-09-02 | Brian Charneski | Lead Independent Director | Open Market Disposition | -13,675 | $29.18 |
| 2026-08-12 | Matthew Ray | Former Executive VP & Chief Lending Officer of Heritage Bank | Open Market Disposition | -3,692 | $30.10 |
| 2026-08-05 | Matthew Ray | Former Executive VP & Chief Lending Officer of Heritage Bank | Intent to Sell (Form 144) | -3,692 | $29.73 |
| 2026-08-04 | Jeffrey Lyon | Independent Director | Open Market Disposition | -10,000 | $30.00 |
| 2026-08-04 | Anthony Chalfant | Chief Credit Officer | Open Market Disposition | -3,234 | $29.92 |
| 2026-08-03 | Jeffrey Lyon | Independent Director | Intent to Sell (Form 144) | -10,000 | $30.01 |
| 2026-07-29 | Kelli Wilson | -- | Open Market Disposition | -3,778 | $29.69 |
| 2026-07-16 | William Glasby | Executive Vice President | Derivative Exercise and Sale | -3,379 | $30.52 |
| 2026-07-16 | William Glasby | Executive Vice President | Derivative Exercise and Retained | +9,436 | $30.52 |
| 2026-06-16 | Brian Vance | Chairperson | Other Derivative Acquisition | +1,999 | -- |
| 2026-06-16 | Brian Charneski | Lead Independent Director | Other Derivative Acquisition | +1,999 | -- |
| 2026-06-16 | Jeffrey Lyon | Independent Director | Other Derivative Acquisition | +1,999 | -- |
| 2026-06-16 | Kimberly Ellwanger | Independent Director | Other Derivative Acquisition | +1,999 | -- |
| 2026-06-16 | Ann Watson | Independent Director | Other Derivative Acquisition | +1,999 | -- |
| 2026-06-16 | Trevor Dryer | Independent Director | Other Derivative Acquisition | +1,999 | -- |
| 2026-06-16 | Frederick Rivera | Independent Director | Other Derivative Acquisition | +1,999 | -- |
| 2026-06-16 | Gail Giacobbe | Independent Director | Other Derivative Acquisition | +1,999 | -- |
| 2026-06-16 | Karen Saunders | Independent Director | Other Derivative Acquisition | +1,999 | -- |
| 2026-06-16 | Scott Allan | Director | Other Derivative Acquisition | +1,999 | -- |
Form 4 filings, most recent per company. "Other Derivative Acquisition" rows are mostly RSU/option vesting, not open-market buying - the Type column says which.
Quote time 2026-10-08 10:09:41 · For reference only, not investment advice and not tailored to your situation.