Heritage Financial Corporation (HFWA) Institutional Ownership & Insider Trading

191 institutions reported holding Heritage Financial Corporation shares in 13F filings for the quarter ended 2026-06-30, according to EquiReason's reading of their SEC filings. 14 insider trades on Form 4 since 2025-10-01.

Source: SEC EDGAR filings · figures as of 2026-06-30 · read by EquiReason

HFWAHeritage Financial CorporationFollow HFWA — free

Banks - Regional · Financials

—

Price chart with a free account

Market cap: 1.2B
P/E TTM: 15.6
Dividend yield: 3.3%
52-week: —
Next earnings: 20 Jan, in 88 days

Institutions · all 13F filers

quarter to 30 Jun 2026 · filers in both quarters

191 institutions held 81.0% of the shares. Across filers that reported both quarters, shares held changed +1.1%.

Largest moves, shares (millions)

Institutional flow by quarter

net shares added or trimmed, millions · filers in both quarters

Quarter	Holders	Shares held, M	Change	Increased	New	Decreased	Closed
Jun 26	191	33	+1.1%	63	21	49	13
Mar 26	184	33	+11.2%	78	19	38	10
Dec 25	171	30	+1.2%	53	12	51	11
Sep 25	169	29	+1.4%	51	7	59	14
Jun 25	171	29	+0.7%	51	14	53	19
Mar 25	180	29	+2.7%	51	23	56	17
Dec 24	169	28	-0.2%	45	18	59	13
Sep 24	165	28	-2.9%	43	11	65	12

Heritage Financial Corporation — questions

Who owns Heritage Financial Corporation stock?: 191 institutions reported Heritage Financial Corporation shares in 13F filings for the quarter ended 2026-06-30. The largest: BlackRock, Inc. (14.2%), JENNISON ASSOCIATES LLC (8.7%), VICTORY CAPITAL MANAGEMENT INC (5.8%).
Are Heritage Financial Corporation insiders buying or selling?: 14 insider trades on Form 4 since 2025-10-01; the full list, with dates, people and plan status, is on this page.

Every figure on this page comes from Heritage Financial Corporation's own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.

How these figures are read: methodology · EquiReason.

Important information. Figures on this page are taken from filings submitted to the U.S. Securities and Exchange Commission (SEC) and processed automatically by EquiReason. They may contain errors, omissions or delays, and EquiReason makes no representation or warranty as to their accuracy, completeness or timeliness. Always verify figures against the original filing on SEC EDGAR before relying on them.

This page is provided for general information and educational purposes only. It does not constitute investment, financial, legal or tax advice, and it is not a recommendation or an offer to buy, sell or hold any security. It does not take into account your objectives, financial situation or needs. Past performance does not guarantee future results; any reliance on this information is at your own risk. See our Disclaimer and Risk Disclosure.