Heritage Financial Corporation HFWA

Set alert

29.18 USD +0.66 (+2.31%)

At closeNov 4, 2026, 4:01 PM EST

29.18 0.00 0.00%

After hours · Nov 4, 4:01 PM ET

29.08 Day range 29.74

21.47 52-week range 31.25

Held by insiders 1.41%

Held by institutions 83.64%

Float held by institutions 84.84%

Institutions 273

Top institutional holders
Holder	% held	Shares	Value	Reported
Blackrock Inc.	14.20%	5,811,114	169.57M	Jun 29, 2026
Jennison Associates LLC	8.65%	3,538,159	103.24M	Jun 29, 2026
Victory Capital Management Inc.	5.77%	2,360,915	68.89M	Jun 29, 2026
Dimensional Fund Advisors LP	5.00%	2,044,399	59.66M	Jun 29, 2026
State Street Corporation	4.84%	1,982,257	57.84M	Jun 29, 2026
Vanguard Capital Management LLC	4.48%	1,834,712	53.54M	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	71.47M	Sep 29, 2026
Victory Portfolios-Victory Sycamore Small Company Opportunity Fund	4.39%	1,795,000	52.38M	Jun 29, 2026
Prudential Jennison Small Co Fd., Inc.-PGIM JENNISON SMALL COMPANY Fd.	3.84%	1,571,419	45.85M	Jun 29, 2026
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund	3.21%	1,315,283	38.38M	Jun 29, 2026
iShares Trust-iShares Russell 2000 ETF	2.65%	1,082,751	31.59M	Sep 29, 2026
VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund	1.16%	476,458	13.90M	Jun 29, 2026

HFWA 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	Sale	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

Held by funds