Heritage Financial Corporation (HFWA) ownership: insiders 2% · institutions 71% · index and ETF funds 9% (13F 2026-03-31). Insider activity, 90 days: 5 sales, 0 open-market buys. SEC EDGAR first-party data.
| Holder | Shares | Market Value | % Outstanding | Reported |
|---|---|---|---|---|
| BlackRock | 5561782.00 | $144.61M | 13.6% | 2026-03-31 |
| Jennison Associates LLC | 3213473.00 | $83.55M | 7.9% | 2026-03-31 |
| Vanguard | 2853922.00 | $74.20M | 7.0% | 2026-03-31 |
| Victory Capital | 2469315.00 | $64.20M | 6.0% | 2026-03-31 |
| Dimensional Fund Advisors | 1956477.00 | $50.87M | 4.8% | 2026-03-31 |
| State Street | 1796525.00 | $46.71M | 4.4% | 2026-03-31 |
| AllianceBernstein | 1144920.00 | $27.08M | 2.8% | 2026-03-31 |
| Geode Capital Management | 934802.00 | $24.31M | 2.3% | 2026-03-31 |
| Insider | Transaction | Value | Date |
|---|---|---|---|
| Sell | null | 2026-08-13 | |
| Sell | null | 2026-08-05 | |
| Sell | null | 2026-08-05 | |
| Sell | null | 2026-07-30 | |
| Sell | null | 2026-07-17 | |
| Sell | null | 2026-07-17 | |
| Sell | null | 2026-07-17 | |
| Sell | null | 2026-07-17 |
Back to HFWA overview · HFWA earnings · All congressional trades
Institutional data from SEC Form 13F. Insider data from SEC Form 4. Congressional data from STOCK Act disclosures. Not personalized investment advice.