$HFWA

$29.11 -$0.04 (0.14%) Close

$HFWA Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 40.9M shares outstanding

Who owns HFWA?

By type of holder

Institutions 80.9% Insiders 1.6% Everyone else 17.5%

Concentration Top 10 holders own 51.9%

BlackRock, Inc. 14.2% · Jennison Associates LLC 8.7%

Institutional ownership

80.9%

+0.8 pts vs last qtr

Institutional holders

189

+5 vs last qtr

Net shares bought

+306.0K

by institutions in Q2 2026

New / sold out

28 / 23

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Jennison Associates LLC +324.7K
BlackRock, Inc. +249.3K

Biggest sellers in Q2 2026

Lord, Abbett & Co. LLC SOLD OUT −272.4K
Arrowstreet Capital, Limited Partnership −135.4K

Who is planning to sell?

Notices of proposed sale, last 12 months

$955K

8 notices from 6 people

Shares covered

32.9K

0.08% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Lyon Jeffrey S Director $300K
Tony Chalfant Officer $226K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

+16.0%

+1.67% a year

Each share's claim on the business

−13.8%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$94.1M vs —

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years66% 3–5 years3% 1–3 years22% Under 1 year8%

Quarterly turnover

5.8%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting HFWA on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	5.8M	14.20%	+249.3K (+4.5%)	≤2021	0.0%
Shares held by quarter Peak holding5.8M (Q2'26) Change over 8 quarters+808.9K Share of the company14.200% BlackRock, Inc.'s full portfolio →
JA Jennison Associates LLC	3.5M	8.65%	+324.7K (+10.1%)	2024	0.1%
Shares held by quarter Peak holding3.5M (Q2'26) Change over 8 quarters+1.8M Share of the company8.650% Jennison Associates LLC's full portfolio →

BlackRock, Inc.

5.8M

% of company

14.20%

Change vs last qtr

+249.3K (+4.5%)

Held since

≤2021

Jennison Associates LLC

3.5M

% of company

8.65%

Change vs last qtr

+324.7K (+10.1%)

Held since

2024

28 more super investors behind a free account

See every manager holding Heritage Financial Corp, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting HFWA on Form N-PORT; together they hold 45.9% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IC iShares Core S&P Small-Cap ETF iShares Trust	$73.4M	2.5M	6.06%	0.07%	June 30, 2026
VS Victory Sycamore Small Company Opportunity Fund Victory Portfolios	$53.2M	1.8M	4.39%	1.13%	June 30, 2026

iShares Core S&P Small-Cap ETF

iShares Trust

Position value

$73.4M

% of company

6.06%

% of the fund

0.07%

As of

June 30, 2026

Victory Sycamore Small Company Opportunity Fund

Victory Portfolios

Position value

$53.2M

% of company

4.39%

% of the fund

1.13%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Heritage Financial Corp and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
VB Vance Brian L Insider	102.7K	0.25%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.250% Vance Brian L's insider activity →
MB McDonald Bryan Insider	75.6K	0.18%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.180% McDonald Bryan's insider activity →

Vance Brian L

Insider

102.7K

% of company

0.25%

Change vs last qtr

—

Held since

—

McDonald Bryan

Insider

75.6K

% of company

0.18%

Change vs last qtr

—

Held since

—

19 more holders behind a free account

See every insider and 5%+ holder of Heritage Financial Corp.

Comments