Heritage Financial Corporation (HFWA) Ownership
HFWA ownership summary
as of October 18, 2026- Institutions
- 82.6% of shares outstanding
- Insiders
- 1.40% of shares outstanding
- Shares outstanding
- 40.9M
- Float
- 40.3M shares available to trade
- Short interest
- 8.96% 3.2M shares short
- Days to cover
- 7.25 short interest up 4.7% vs prior month
- Institutions 82.64%
- Insiders 1.40%
- Other investors 15.96%
HFWA top institutional holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | BlackRock Inc | 14.20% | 5.8M | $160.1M | +249,332 (+4.5%) | June 30, 2026 |
| 2 | Jennison Associates LLC | 8.65% | 3.5M | $97.5M | +324,686 (+10.1%) | June 30, 2026 |
| 3 | Victory Capital Management Inc. | 5.77% | 2.4M | $65.0M | −108,400 (−4.4%) | June 30, 2026 |
| 4 | Dimensional Fund Advisors, Inc. | 5.00% | 2.0M | $56.3M | +87,922 (+4.5%) | June 30, 2026 |
| 5 | State Street Corp | 4.84% | 2.0M | $54.6M | +185,732 (+10.3%) | June 30, 2026 |
| 6 | Vanguard Capital Management, LLC | 4.48% | 1.8M | $50.5M | −13,194 (−0.7%) | June 30, 2026 |
| 7 | AllianceBernstein L.P. | 2.78% | 1.1M | $31.3M | −8,441 (−0.7%) | June 30, 2026 |
| 8 | Geode Capital Management, LLC | 2.70% | 1.1M | $30.4M | +168,967 (+18.1%) | June 30, 2026 |
| 9 | Vanguard Portfolio Management, LLC | 1.83% | 750K | $20.7M | +96,023 (+14.7%) | June 30, 2026 |
| 10 | Basswood Capital Management LLC | 1.68% | 689K | $19.0M | −9,894 (−1.4%) | June 30, 2026 |
| 11 | Boston Partners Global Investors, Inc | 1.65% | 677K | $18.7M | −13,214 (−1.9%) | June 30, 2026 |
| 12 | Wellington Management Company LLP | 1.29% | 528K | $14.5M | −100,207 (−15.9%) | June 30, 2026 |
| 13 | Algebris Investment Management (UK) LLP | 1.15% | 469K | $12.9M | −49,006 (−9.5%) | June 30, 2026 |
| 14 | Morgan Stanley - Brokerage Accounts | 1.11% | 456K | $12.6M | −23,846 (−5.0%) | June 30, 2026 |
| 15 | Northern Trust Corp | 1.08% | 441K | $12.1M | +27,507 (+6.7%) | June 30, 2026 |
| 16 | Charles Schwab Investment Management Inc | 0.98% | 399K | $11.0M | +22,392 (+5.9%) | June 30, 2026 |
| 17 | Bank of New York Mellon Corp | 0.98% | 399K | $11.0M | +19,568 (+5.2%) | June 30, 2026 |
| 18 | Two Sigma Investments LLC | 0.95% | 389K | $10.7M | −101,204 (−20.6%) | June 30, 2026 |
| 19 | Rhino Investment Partners, Inc. | 0.91% | 373K | $10.3M | +43,000 (+13.0%) | June 30, 2026 |
| 20 | Manufacturers Life Insurance Co | 0.75% | 309K | $8.5M | −713 (−0.2%) | June 30, 2026 |
Value at the latest close. Change = shares bought or sold in the latest quarterly filing (13F). In the top 20, 10 holders added 1.2M shares and 10 cut 428K.
HFWA top mutual fund and ETF holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 5.99% | 2.4M | $67.5M | — | September 30, 2026 |
| 2 | Victory Sycamore Small Company Opp R | 4.39% | 1.8M | $49.5M | −30,000 (−1.6%) | June 30, 2026 |
| 3 | PGIM Jennison Small Company A | 4.07% | 1.7M | $45.9M | — | September 30, 2026 |
| 4 | Vanguard MStar Total Stk Mkt Idx Invest | 3.24% | 1.3M | $36.6M | −5,803 (−0.4%) | August 31, 2026 |
| 5 | iShares Russell 2000 ETF | 2.65% | 1.1M | $29.8M | — | September 30, 2026 |
| 6 | DFA US Small Cap Value I | 1.31% | 537K | $14.8M | +55,888 (+11.6%) | August 31, 2026 |
| 7 | Algebris Financial Equity B EUR Acc | 1.15% | 470K | $13.0M | +10,901 (+2.4%) | August 31, 2026 |
| 8 | Fidelity Small Cap Index | 1.12% | 457K | $12.6M | +3,097 (+0.7%) | July 31, 2026 |
| 9 | State Street® SPDR® S&PRgnllBkgETF | 1.00% | 411K | $11.3M | +12,288 (+3.1%) | September 30, 2026 |
| 10 | iShares Russell 2000 Value ETF | 0.94% | 383K | $10.5M | — | September 30, 2026 |
| 11 | State Street SPDR Port S&P 600 Sm CpETF | 0.90% | 369K | $10.2M | — | September 30, 2026 |
| 12 | iShares S&P Small-Cap 600 Value ETF | 0.85% | 346K | $9.5M | — | September 30, 2026 |
| 13 | ProShares S&P SmCp 600 Div ArstocrtsETF | 0.80% | 326K | $9.0M | −1,074 (−0.3%) | September 30, 2026 |
| 14 | Heartland Value Investor | 0.67% | 275K | $7.6M | — | September 30, 2026 |
| 15 | Vanguard Russell 2000 ETF | 0.59% | 242K | $6.7M | +2,914 (+1.2%) | September 30, 2026 |
| 16 | Dimensional US Small Cap Value ETF | 0.57% | 232K | $6.4M | +154 (+0.1%) | September 24, 2026 |
| 17 | DFA US Targeted Value I | 0.56% | 228K | $6.3M | +12,620 (+5.9%) | August 31, 2026 |
| 18 | Schwab US Small-Cap ETF™ | 0.53% | 217K | $6.0M | +144 (+0.1%) | September 30, 2026 |
| 19 | State Street® SPDR® S&P 600™ Sm CpValETF | 0.53% | 215K | $5.9M | — | September 30, 2026 |
| 20 | AB Small Cap Value Advisor | 0.51% | 210K | $5.8M | −1,194 (−0.6%) | August 31, 2026 |
Funds report holdings monthly or quarterly; dates differ by fund.
HFWA insider transactions
latest 4| Date | Name | Transaction | Price | Shares | Value |
|---|---|---|---|---|---|
| 2026-02-11 | Tony Chalfant | Sell | $27.65 | 4,668 | $129,070 |
| 2026-02-03 | Frederick B Rivera | Sell | $26.31 | 1,800 | $47,358 |
| 2026-01-26 | Kelli Ann Wilson | Sell | $26.48 | 1,900 | $50,312 |
| 2025-11-20 | Bryan Mcdonald | Buy | $22.32 | 19,106 | $426,446 |
Reported trades by company officers, directors and other filers (including disclosures by members of Congress where EODHD lists them). "—" where the filing gives no share count.
HFWA shares outstanding
Year-end shares outstanding, adjusted for splits.
Who owns HFWA
Institutional investors own 82.6% of Heritage Financial's shares and insiders 1.40%. The largest holder is BlackRock Inc with 14.20% of the shares (5.8M), as of June 30, 2026. Among the top 20 institutions, 10 added shares and 10 reduced their stake in the latest filings. Short interest is 8.96% of the float, or 7.25 days of average trading volume. The share count rose 14.5% since 2014.
Related: HFWA analyst forecast, HFWA key metrics, HFWA dividend history. See the HFWA stock overview for the latest quote and news.
HFWA ownership FAQ
Who owns the most Heritage Financial stock?
The largest shareholders of Heritage Financial are BlackRock Inc (14.20%), Jennison Associates LLC (8.65%), Victory Capital Management Inc. (5.77%), Dimensional Fund Advisors, Inc. (5.00%), State Street Corp (4.84%).
What percentage of Heritage Financial is owned by institutions?
Institutions hold 82.6% of Heritage Financial's shares outstanding; insiders hold 1.40%.
Which funds own Heritage Financial?
The largest fund holders of Heritage Financial are iShares Core S&P Small-Cap ETF (5.99%), Victory Sycamore Small Company Opp R (4.39%), PGIM Jennison Small Company A (4.07%), Vanguard MStar Total Stk Mkt Idx Invest (3.24%), iShares Russell 2000 ETF (2.65%).
What is Heritage Financial's short interest?
3.2M shares of Heritage Financial were sold short, 8.96% of the float; at the average daily volume it would take 7.25 days to cover.
Are insiders buying or selling Heritage Financial?
Of the latest 4 reported insider transactions in Heritage Financial (since November 20, 2025), 1 were purchases and 3 were sales.
How many shares of Heritage Financial are outstanding?
Heritage Financial has 40.9M shares outstanding, of which 40.3M are in the public float.