Institutional shares held 27.6 Million
200 calls
700 puts
Total value of holdings $667M
$4K calls
$16K puts
Market Cap $847M
35,104,200 Shares Out.
Institutional ownership 78.72%
# of Institutions 176


Latest Institutional Activity in HFWA

Top Purchases

Q1 2025
Gamma Investing LLC Shares Held: 72.3K ($1.75M)
Q1 2025
Rothschild Investment LLC Shares Held: 70 ($1.69K)
Q4 2024
Jennison Associates LLC Shares Held: 2.21M ($53.3M)
Q4 2024
Invesco Ltd. Shares Held: 369K ($8.92M)
Q4 2024
Principal Financial Group Inc Shares Held: 190K ($4.58M)

Top Sells

Q1 2025
Rhumbline Advisers Shares Held: 97.8K ($2.36M)
Q1 2025
Massmutual Trust CO Fsb Shares Held: 810 ($19.6K)
Q4 2024
Alliancebernstein L.P. Shares Held: 1.5M ($36.1M)
Q4 2024
Ameriprise Financial Inc Shares Held: 381K ($9.2M)
Q4 2024
Us Bancorp \De\ Shares Held: 10.6K ($255K)

About HFWA

Heritage Financial Corporation operates as the bank holding company for Heritage Bank that provides various financial services to small and medium sized businesses and individuals in the United States. The company accepts various deposit products, such as noninterest demand deposits, interest bearing demand deposits, money market accounts, savings accounts, personal checking accounts, and certificates of deposit. Its loan portfolio includes commercial and industrial loans, owner-occupied and non-owner occupied commercial real estate loans, one-to-four family residential loans, real estate construction and land development loans, consumer loans, commercial business loans, lines of credit, term equipment financing, and term real estate loans, as well as commercial business loans to a range of businesses in industries that include real estate and rental and leasing, healthcare, accommodation and food services, retail trade, and construction. The company also originates loans that are guaranteed by the U.S. Small Business Administration; and offers trust services, as well as objective advice. As of January 27, 2022, it had a network of 49 banking offices located in Washington and Oregon. The company was formerly known as Heritage Financial Corporation, M.H.C. and changed its name to Heritage Financial Corporation in 1998. Heritage Financial Corporation was founded in 1927 and is headquartered in Olympia, Washington.


Insider Transactions at HFWA

Insider Transaction List

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Date Insider Transaction Ownership Type Shares Traded Value / Price
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Last 12 Months Summary

Buy / Acquisition
84.9K Shares
From 19 Insiders
Exercise of conversion of derivative security 84.9K shares
Sell / Disposition
31.9K Shares
From 16 Insiders
Open market or private sale 18.3K shares
Payment of exercise price or tax liability 9.82K shares
Bona fide gift 3.8K shares

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