Who Owns Heritage Financial Stock?
NASDAQ: HFWAFinancial ServicesBanks - RegionalUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 82.64%
- Held by insiders
- 1.40%
- Institutional holders
- 268
- Institutions 82.6%
- Insiders 1.4%
- Public and other 16.0%
Who owns Heritage Financial stock?
Institutional investors own about 82.6% of Heritage Financial's shares, spread across 268 institutions that file 13F reports. That level of institutional ownership is high, typical of large, widely followed companies. Insiders, including executives, directors and large founding shareholders, hold 1.40% of HFWA.
The largest institutional holders are Blackrock Inc. (14.20%), Jennison Associates LLC (8.65%) and Victory Capital Management Inc. (5.77%). Together, the top 10 institutions control 51.9% of shares outstanding. In their latest filings, 6 of the top 10 institutions increased their HFWA positions and 4 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of HFWA
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Blackrock Inc. | 5.81M | 14.20% | +4.5% |
| Jennison Associates LLC | 3.54M | 8.65% | +10.1% |
| Victory Capital Management Inc. | 2.36M | 5.77% | -4.4% |
| Dimensional Fund Advisors LP | 2.04M | 5.00% | +4.5% |
| State Street Corporation | 1.98M | 4.84% | +10.3% |
| Vanguard Capital Management LLC | 1.83M | 4.48% | -0.7% |
| Alliancebernstein L.P. | 1.14M | 2.78% | -0.7% |
| Geode Capital Management, LLC | 1.10M | 2.70% | +18.1% |
| Vanguard Portfolio Management LLC | 749.71K | 1.83% | +14.7% |
| Basswood Capital Management, L.L.C. | 689.01K | 1.68% | -1.4% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of HFWA
| Fund | Shares | % Held |
|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | 2.50M | 6.12% |
| Victory Portfolios-Victory Sycamore Small Company Opportunity Fund | 1.79M | 4.39% |
| Prudential Jennison Small Co Fd., Inc.-PGIM JENNISON SMALL COMPANY Fd. | 1.57M | 3.84% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 1.32M | 3.21% |
| iShares Trust-iShares Russell 2000 ETF | 1.08M | 2.65% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 476.46K | 1.16% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | 469.75K | 1.15% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | 457.02K | 1.12% |
| SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF | 386.38K | 0.94% |
| iShares Trust-iShares Russell 2000 Value ETF | 382.62K | 0.94% |
Frequently asked questions
Who is the largest shareholder of Heritage Financial?
Blackrock Inc. is the largest institutional shareholder of HFWA, owning 14.20% of shares outstanding (5.81M shares) as of its latest 13F filing.
What percentage of Heritage Financial is owned by institutions?
Institutions own about 82.6% of HFWA shares and 83.8% of the public float.
How much of Heritage Financial do insiders own?
Insiders, such as officers and directors, own about 1.40% of HFWA shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.