HFWA HERITAGE FINANCIAL CORP /WA/: institutional ownership and insider trading
209 funds reported holding $1.04B of HERITAGE FINANCIAL CORP /WA/ in their latest 13F filings; in Q2 2026 funds net bought $10.7M, with 27 new positions and 18 funds selling out; over the last 12 months insiders bought $426K and sold $1.54M on the open market.
HFWA revenue and earnings
- Quarter ended Jun 30, 2026: revenue n/a, net income $17.5M, EPS 0.42
- Quarter ended Mar 31, 2026: revenue n/a, net income $18.9M, EPS 0.48
- Quarter ended Dec 31, 2025: revenue n/a, net income $22.2M, EPS 0.65
- Quarter ended Sep 30, 2025: revenue n/a, net income $19.2M, EPS 0.55
Famous investors holding HFWA
- Two Sigma (Two Sigma Investments): $11.5M, 0.0% of the portfolio
- Renaissance Technologies (Renaissance Technologies): $3.92M, 0.0% of the portfolio
- Izzy Englander (Millennium Management): $712K, 0.0% of the portfolio
- D. E. Shaw (D. E. Shaw & Co.): $692K, 0.0% of the portfolio
- Ken Griffin (Citadel Advisors): $287K, 0.0% of the portfolio
Largest institutional holders of HFWA
- BlackRock, Inc. (BLK) — $172M
- JENNISON ASSOCIATES LLC — $105M
- VICTORY CAPITAL MANAGEMENT INC — $69.9M
- DIMENSIONAL FUND ADVISORS LP — $60.6M
- STATE STREET CORP (STT, STT-PG) — $58.7M
- VANGUARD GROUP INC — $57.1M
- VANGUARD CAPITAL MANAGEMENT LLC — $54.3M
- GEODE CAPITAL MANAGEMENT, LLC — $32.7M
- ALLIANCEBERNSTEIN L.P. — $29.5M
- VANGUARD PORTFOLIO MANAGEMENT LLC — $22.2M
Recent HFWA insider trades
- Sep 15, 2026: Rivera Frederick B sold 1,300 shares ($37.1K)
- Sep 3, 2026: Charneski Brian sold 13,675 shares ($399K)
- Aug 13, 2026: Ray Matthew T. sold 3,692 shares ($111K)
- Aug 5, 2026: Chalfant Tony sold 3,234 shares ($96.8K)
5%+ owners
- BlackRock, Inc.: 13.3% (Schedule 13G/A, filed Apr 24, 2026)
- Jennison Associates LLC: 7.8% (Schedule 13G/A, filed May 6, 2026)
- Victory Capital Management, Inc.: 6.0% (Schedule 13G/A, filed May 11, 2026)
- Dimensional Fund Advisors LP: 5.5% (Schedule 13G, filed Oct 8, 2026)
- Vanguard Capital Management: 5.2% (Schedule 13G, filed Apr 30, 2026)