Heritage Financial Corporation HFWA
28.64 USD +0.25 (+0.88%)
At closeNov 9, 2026, 4:44 PM EST
28.64 0.00 0.00%
After hours · Nov 9, 4:44 PM ET
28.58 Day range 28.89
21.32 52-week range 31.25
- YTD
- +21.10%
- 1 year
- +29.83%
Ownership
Held by insiders 1.41%
Held by institutions 83.58%
Float held by institutions 84.78%
Institutions 272
Top institutional holders
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| Blackrock Inc. | 14.20% | 5,811,114 | 166.43M | Jun 29, 2026 |
| Jennison Associates LLC | 8.65% | 3,538,159 | 101.33M | Jun 29, 2026 |
| Victory Capital Management Inc. | 5.77% | 2,360,915 | 67.62M | Jun 29, 2026 |
| Dimensional Fund Advisors LP | 5.55% | 2,269,348 | 64.99M | Sep 29, 2026 |
| State Street Corporation | 4.84% | 1,982,257 | 56.77M | Jun 29, 2026 |
| Vanguard Capital Management LLC | 4.48% | 1,834,712 | 52.55M | Jun 29, 2026 |
Top mutual fund holders
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | 5.99% | 2,449,392 | 70.15M | Sep 29, 2026 |
| Victory Portfolios-Victory Sycamore Small Company Opportunity Fund | 4.39% | 1,795,000 | 51.41M | Jun 29, 2026 |
| Prudential Jennison Small Co Fd., Inc.-PGIM JENNISON SMALL COMPANY Fd. | 3.84% | 1,571,419 | 45.01M | Jun 29, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 3.21% | 1,315,283 | 37.67M | Jun 29, 2026 |
| iShares Trust-iShares Russell 2000 ETF | 2.65% | 1,082,751 | 31.01M | Sep 29, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 1.16% | 476,458 | 13.65M | Jun 29, 2026 |
Insiders
| Insider | Relation | Latest transaction | Date | Shares held |
|---|---|---|---|---|
| CURRAN AMY E. | Officer | Conversion of Exercise of derivative security | Jun 14, 2026 | 29,958 |
| DEUEL JEFFREY J | Chief Executive Officer | Conversion of Exercise of derivative security | Mar 16, 2025 | 70,906 |
| ELLWANGER KIMBERLY T | Director | Conversion of Exercise of derivative security | Apr 30, 2026 | 35,037 |
| GAVIN DEBORAH J. | Director | Conversion of Exercise of derivative security | Apr 30, 2025 | 23,997 |
| HINSON DONALD J | Chief Financial Officer | Sale | Jun 8, 2026 | 41,241 |
| LYON JEFFREY S | Director | Sale | Aug 4, 2026 | 40,719 |