HERITAGE FINANCIAL CORP (HFWA) Institutional Ownership and Insiders Activity
HERITAGE FINANCIAL CORP (HFWA) is widely held by institutional investors, with 188 firms reporting positions valued at approximately $976.11M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Blackrock, Inc. is the largest disclosed holder, reporting approximately $172.13M in HFWA holdings in its latest filing.
Recent insider activity includes 14 tracked Form 4 transactions over the last three months, reflecting ongoing executive and director trading activity.
Institutional Holders
188
Total Reported Value
$976.11M
Largest Holder
Blackrock, Inc.
Largest Position
$172.13M
Insider Transactions (90d)
14
Latest Filing Quarter
Q2 2026
New Institutional Positions
30
Funds Exiting Positions
26
Top Institutional Owners
View allInvestorReported Balance
- Blackrock, Inc.$172.13M
- Jennison Associates Llc$104.80M
- Victory Capital Management Inc$69.93M
- Dimensional Fund Advisors Lp$60.55M
- State Street Corp$58.71M
Related HFWA Institutional Insights:
- HFWA 13F Institutional Holders
- HFWA Top Institutional Shareholders
- HFWA Institutional Ownership Changes
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- HFWA Insider Trading & SEC Form 4 Activity
- HFWA Articles
- Top Institutional Investor Stock Rankings