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Heritage Financial Corporation (HFWA) institutional ownership

Latest close $30.29 Jul 23, 2026
Market cap$755M 52-week range SectorFinancial Services
Funds holding · Q1 2026
156
reported HFWA position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Activity unavailable N/A
100 buyers · 56 sellers

Heritage Financial Corporation (HFWA) price and institutional activity

Dates

Q1 2026

$0 bought by 100 investors
Boston PartnersBlackRock +98 more
$0 sold by 56 investors
Two Sigma Advisers, LPAlliancebernstein L.P. +54 more
Bought Sold Totals per quarter; hover a bar for the names.

Heritage Financial Corporation (HFWA) institutional activity · 156

Investor Type Est. change Change Δ Own Date
Boston Partners · New
Change +690K Date Q1 2026
Boston Partners New· Q1 2026 +690K Q1 2026
BlackRock · Added
Change +649K Date Q1 2026
BlackRock Added· Q1 2026 +649K Q1 2026
Wellington Management Group LLP · Added
Change +531K Δ Own +547.5% Date Q1 2026
Wellington Management Group LLP Added· Q1 2026 +531K +547.5% Q1 2026
Vanguard · Added
Change +442K Date Q1 2026
Vanguard Added· Q1 2026 +442K Q1 2026
State Street · Added
Change +223K Date Q1 2026
State Street Added· Q1 2026 +223K Q1 2026
Two Sigma Investments, LP · Added
Change +221K Δ Own +82.0% Date Q1 2026
Two Sigma Investments, LP Added· Q1 2026 +221K +82.0% Q1 2026
Two Sigma Advisers, LP · Exited
Change −202K Δ Own −100.0% Date Q1 2026
Two Sigma Advisers, LP Exited· Q1 2026 −202K −100.0% Q1 2026
Alliancebernstein L.P. · Reduced
Change −162K Date Q1 2026
Alliancebernstein L.P. Reduced· Q1 2026 −162K Q1 2026
Rhino Investment Partners, Inc · Added
Change +145K Date Q1 2026
Rhino Investment Partners, Inc Added· Q1 2026 +145K Q1 2026
Goldman Sachs Group Inc · Added
Change +122K Date Q1 2026
Goldman Sachs Group Inc Added· Q1 2026 +122K Q1 2026
UBS Group AG · Added
Change +120K Date Q1 2026
UBS Group AG Added· Q1 2026 +120K Q1 2026
Jennison Associates LLC · Added
Change +106K Date Q1 2026
Jennison Associates LLC Added· Q1 2026 +106K Q1 2026
Citadel Advisors LLC Exited· Q1 2026 −99K −100.0% Q1 2026
Geode · Added
Change +92K Date Q1 2026
Geode Added· Q1 2026 +92K Q1 2026
Basswood Capital Management, L.L.C. · Added
Change +92K Date Q1 2026
Basswood Capital Management, L.L.C. Added· Q1 2026 +92K Q1 2026
Data through Q1 2026 · filed May 21, 2026
15 of 156

Famous investor activity in Heritage Financial Corporation (HFWA)

Heritage Financial Corporation (HFWA) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
Glasby William · Officer 28 operations $0
Price $30.52 Qty 0 Owned 0 Trade date Jul 17, 2026 Filed date Jul 20, 2026
Glasby William Officer 28 operations $30.52 0 $0 0 Jul 17, 2026 Jul 20, 2026
Glasby William · Officer Tax withholding or exercise payment (F) -$103K
Price $30.52 Qty -3K Owned 22K ΔOwn −13.1% Trade date Jul 17, 2026 Filed date Jul 20, 2026
Glasby William Officer Tax withholding or exercise payment (F) $30.52 -3K -$103K 22K −13.1% Jul 17, 2026 Jul 20, 2026
Dryer Trevor D. · Director Grant (A) $55K
Price $27.52 Qty 2K Owned 2K Trade date Jun 17, 2026 Filed date Jun 17, 2026
Dryer Trevor D. Director Grant (A) $27.52 2K $55K 2K Jun 17, 2026 Jun 17, 2026
Rivera Frederick B. · Director Grant (A) $55K
Price $27.52 Qty 2K Owned 2K Trade date Jun 17, 2026 Filed date Jun 17, 2026
Rivera Frederick B. Director Grant (A) $27.52 2K $55K 2K Jun 17, 2026 Jun 17, 2026
Giacobbe Gail B. · Director Grant (A) $55K
Price $27.52 Qty 2K Owned 2K Trade date Jun 17, 2026 Filed date Jun 17, 2026
Giacobbe Gail B. Director Grant (A) $27.52 2K $55K 2K Jun 17, 2026 Jun 17, 2026
Watson Ann · Director Grant (A) $55K
Price $27.52 Qty 2K Owned 2K Trade date Jun 17, 2026 Filed date Jun 17, 2026
Watson Ann Director Grant (A) $27.52 2K $55K 2K Jun 17, 2026 Jun 17, 2026
Lyon Jeffrey S. · Director Grant (A) $55K
Price $27.52 Qty 2K Owned 2K Trade date Jun 17, 2026 Filed date Jun 17, 2026
Lyon Jeffrey S. Director Grant (A) $27.52 2K $55K 2K Jun 17, 2026 Jun 17, 2026
Ellwanger Kimberly T. · Director Grant (A) $55K
Price $27.52 Qty 2K Owned 2K Trade date Jun 17, 2026 Filed date Jun 17, 2026
Ellwanger Kimberly T. Director Grant (A) $27.52 2K $55K 2K Jun 17, 2026 Jun 17, 2026
Allan Scott Tanton · Director Grant (A) $55K
Price $27.52 Qty 2K Owned 2K Trade date Jun 17, 2026 Filed date Jun 17, 2026
Allan Scott Tanton Director Grant (A) $27.52 2K $55K 2K Jun 17, 2026 Jun 17, 2026
Saunders Karen R. · Director Grant (A) $55K
Price $27.52 Qty 2K Owned 2K Trade date Jun 17, 2026 Filed date Jun 17, 2026
Saunders Karen R. Director Grant (A) $27.52 2K $55K 2K Jun 17, 2026 Jun 17, 2026
Charneski Brian · Director Grant (A) $55K
Price $27.52 Qty 2K Owned 2K Trade date Jun 17, 2026 Filed date Jun 17, 2026
Charneski Brian Director Grant (A) $27.52 2K $55K 2K Jun 17, 2026 Jun 17, 2026
Vance Brian L. · Director Grant (A) $55K
Price $27.52 Qty 2K Owned 2K Trade date Jun 17, 2026 Filed date Jun 17, 2026
Vance Brian L. Director Grant (A) $27.52 2K $55K 2K Jun 17, 2026 Jun 17, 2026
Chalfant Tony · Officer 2 operations $0
Price $28.44 Qty 0 Owned 0 Trade date Jun 15, 2026 Filed date Jun 15, 2026
Chalfant Tony Officer 2 operations $28.44 0 $0 0 Jun 15, 2026 Jun 15, 2026
Chalfant Tony · Officer Tax withholding or exercise payment (F) -$4K
Price $28.44 Qty -135 Owned 24K Trade date Jun 15, 2026 Filed date Jun 15, 2026
Chalfant Tony Officer Tax withholding or exercise payment (F) $28.44 -135 -$4K 24K Jun 15, 2026 Jun 15, 2026
Curran Amy E. · Officer 2 operations $0
Price $28.44 Qty 0 Owned 1K Trade date Jun 15, 2026 Filed date Jun 15, 2026
Curran Amy E. Officer 2 operations $28.44 0 $0 1K Jun 15, 2026 Jun 15, 2026
15 of 69
15 of 69 Sign in to continue to older insider transactions.

Heritage Financial Corporation (HFWA) activist and large shareholders

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
BlackRock Inc. 5.1M
% of shares outstanding 14.5% Filing date Jan 23, 2024
BlackRock Inc. 5.1M 14.5% Jan 23, 2024
Blackrock, Inc. 5.5M
% of shares outstanding 13.3% Filing date Apr 24, 2026
Blackrock, Inc. 5.5M 13.3% Apr 24, 2026
Jennison Associates LLC 3.2M
% of shares outstanding 7.8% Filing date May 6, 2026
Jennison Associates LLC 3.2M 7.8% May 6, 2026
Vanguard Group Inc 2.7M
% of shares outstanding 7.7% Filing date Feb 13, 2024
Vanguard Group Inc 2.7M 7.7% Feb 13, 2024
Victory Capital Management, Inc. 2.5M
% of shares outstanding 6.0% Filing date May 11, 2026
Victory Capital Management, Inc. 2.5M 6.0% May 11, 2026
Dimensional Fund Advisors LP 2.0M
% of shares outstanding 5.9% Filing date Oct 31, 2024
Dimensional Fund Advisors LP 2.0M 5.9% Oct 31, 2024
Alliancebernstein L.P. 2.0M
% of shares outstanding 5.7% Filing date Feb 14, 2024
Alliancebernstein L.P. 2.0M 5.7% Feb 14, 2024
Vanguard Capital Management 2.2M
% of shares outstanding 5.2% Filing date Apr 30, 2026
Vanguard Capital Management 2.2M 5.2% Apr 30, 2026
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Heritage Financial Corporation (HFWA) ownership FAQ

Who owns HFWA?

156 reporting institutions disclosed HFWA position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.