Heritage Financial (HFWA)
Runs Heritage Bank, lending to small and mid-sized businesses across Washington, Oregon, and Idaho.
$28.22
After-hours close−0.02 (−0.07%)
At close$28.24(+0.86%)
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13F · 13D/G · Form 4
| Institutions | ≈ 81.19% | 33.47M shares | |
|---|---|---|---|
| 194 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 1.52% | 626.6K shares | |
| 21 holders · as of Sep 15, 2026 | |||
| Other | ≈ 17.29% | 7.13M shares | |
| remainder | |||
41.22M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
13F, as of Jun 30, 2026
194 holders · 33.47M shares · 31 new positions · 99 increased · 58 reduced · 21 closed
| Holder | Shares | % outstanding | Chg q/q | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 5.81M | 14.10% | +249.3K | Aug 7, 2026 |
| Jennison Associates LLC | 3.54M | 8.58% | +324.7K | Aug 3, 2026 |
| Victory Capital Management Inc | 2.36M | 5.73% | −108.4K | Aug 7, 2026 |
| Dimensional Fund Advisors LP | 2.04M | 4.96% | +87.9K | Aug 11, 2026 |
| State Street Corp | 1.98M | 4.81% | +185.7K | Aug 7, 2026 |
| Vanguard Capital Management LLC | 1.83M | 4.45% | −13.2K | Aug 13, 2026 |
| AllianceBernstein L.P. | 1.14M | 2.76% | −8.4K | Aug 14, 2026 |
| Geode Capital Management, LLC | 1.10M | 2.68% | +169.0K | Aug 12, 2026 |
13D/G · 5% or more, as filed
| Holder | % of class | Shares | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 13.30% | 5.46M | 13G | Apr 24, 2026 |
| Prudential Financial Inc | 8.30% | 2.82M | 13G | May 15, 2025 |
| Jennison Associates LLC | 7.80% | 3.21M | 13G | May 6, 2026 |
| Victory Capital Management, Inc. | 6.02% | 2.48M | 13G | May 11, 2026 |
| Vanguard Capital Management | 5.24% | 2.16M | 13G | Apr 30, 2026 |
Form 4
Latest trades
| Date | Insider | Type | Shares | Avg price | Owned after |
|---|---|---|---|---|---|
| Sep 15, 2026 | Frederick B. Riveradirector | Sale | 1,300 | $28.57 | 5,890 |
| Sep 3, 2026 | Brian Charneskidirector | Sale | 13,675 | $29.18 | 0 |
| Aug 13, 2026 | Matthew T. Rayofficer: EVP Chief Lending Officer | Sale | 3,692 | $30.10 | 22,735 |
| Aug 5, 2026 | Tony Chalfantofficer: EVP Chief Credit Officer | Sale | 3,234 | $29.92 | 20,362 |
| Aug 5, 2026 | Jeffrey S. Lyondirector | Sale | 10,000 | $30.00 | 40,719 |
| Jul 30, 2026 | Kelli Ann Wilsonofficer: EVP Chief Banking Officer | Sale | 3,778 | $29.69 | 3,099 |
| Jun 9, 2026 | Donald Hinsonofficer: EVPand Chief Financial Officer | Sale | 3,842 | $28.37 | 41,241 |
| May 1, 2026 | Sabrina C. Robisonofficer: EVP Chief HR Officer | Sale · 2 lots | 5,440 | $27.60 | 32,931 |
| Feb 11, 2026 | Tony Chalfantofficer: EVP Chief Credit Officer | Sale | 4,668 | $27.65 | 19,870 |
| Feb 3, 2026 | Frederick B. Riveradirector | Sale | 1,800 | $26.31 | 4,972 |
House and Senate disclosures
Not reported.