Heritage Financial Corp
HFWA- Exchange
- Nasdaq
- Industry
- Savings Institutions, Not Federally Chartered
- SEC CIK
- 0001046025
In the last 90 days, Heritage Financial Corp insiders filed 0 open-market purchases and 6 sales; 191 institutions reported holding it in 13F filings for Q2 2026, worth $977.7M in total; no superinvestor holds it.
Key figures
- Insider buysOpen market, last 90 days
- 0
- Insider sellsLast 90 days, $1.06M in total
- 6
- 13F holdersQ2 2026, +10 vs. previous quarter
- 191
- 13F valueReported value at the end of Q2 2026
- $977.7M
- Superinvestors holdingAt the end of Q2 2026
- 0
Price chart
Superinvestors holding HFWA, Q2 2026
No superinvestor reported holding HFWA at the end of Q2 2026.
Latest insider trades
Open-market purchases and sales by Heritage Financial Corp insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Sep 15, 2026 (view filing)2:21 PM ET | Sep 15 | Same day | Rivera Frederick BDirector | SSale | −1.30K | $28.57 | −$37.1K | −18.1%5.89K after | |
| Sep 3, 2026 (view filing)12:02 PM ET | Sep 3 | Same day | Charneski BrianDirector | SSale | −13.7K | $29.18 | −$399.1K | −100.0%0 after | |
| Aug 13, 2026 (view filing)11:18 AM ET | Aug 13 | Same day | Ray Matthew T.EVP Chief Lending Officer | SSale | −3.69K | $30.10 | −$111.1K | −14.0%22.7K after | |
| Aug 5, 2026 (view filing)5:44 PM ET | Aug 5 | Same day | Lyon Jeffrey SDirector | SSale | −10.0K | $30.00 | −$300.0K | −19.7%40.7K after | |
| Aug 5, 2026 (view filing)5:43 PM ET | Aug 5 | Same day | Chalfant TonyEVP Chief Credit Officer | SSale | −3.23K | $29.92 | −$96.8K | −13.7%20.4K after | |
| Jul 30, 2026 (view filing)5:12 PM ET | Jul 30 | Same day | Wilson Kelli AnnEVP Chief Banking Officer | SSale | −3.78K | $29.69 | −$112.2K | −54.9%3.10K after | |
| Jun 10, 2026 (view filing) | Jun 9 | 1 day | Hinson DonaldEVPand Chief Financial Officer | SSale | −3.84K | $28.37 | −$109.0K | −8.5%41.2K after | |
| May 4, 2026 (view filing) | May 1 | 3 days | Robison Sabrina CEVP Chief HR Officer | SSale | −716 | $27.51 | −$19.7K | −2.1%32.9K after | |
| May 4, 2026 (view filing) | May 1 | 3 days | Robison Sabrina CEVP Chief HR Officer | SSale | −4.72K | $27.61 | −$130.4K | −100.0%0 after | |
| Feb 11, 2026 (view filing) | Feb 11 | Same day | Chalfant TonyEVP Chief Credit Officer | SSale | −4.67K | $27.65 | −$129.1K | −19.0%19.9K after |
Top 10 13F holders, Q2 2026
The largest institutional positions in Heritage Financial Corp at the end of Q2 2026; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 5,811,114 | $172.1M | 0.00% | +249,332+4.5% | Added |
| Jennison Associates LLC | 3,538,159 | $104.8M | 0.06% | +324,686+10.1% | Added |
| Victory Capital Management Inc | 2,360,915 | $69.9M | 0.04% | −108,400−4.4% | Reduced |
| Dimensional Fund Advisors LP | 2,044,399 | $60.6M | 0.01% | +87,922+4.5% | Added |
| State Street Corp | 1,982,257 | $58.7M | 0.00% | +185,732+10.3% | Added |
| Vanguard Capital Management LLC | 1,834,712 | $54.3M | 0.00% | −13,194−0.7% | Reduced |
| Geode Capital Management, LLC | 1,103,769 | $32.7M | 0.00% | +168,967+18.1% | Added |
| Alliancebernstein L.P. | 1,136,479 | $29.5M | 0.01% | −8,441−0.7% | Reduced |
| Vanguard Portfolio Management LLC | 749,714 | $22.2M | 0.00% | +96,023+14.7% | Added |
| Basswood Capital Management, L.L.C. | 689,010 | $20.4M | 0.87% | −9,894−1.4% | Reduced |