Heritage Financial Corporation
Ownership
Ownership Structure
Who owns Heritage Financial Corporation (HFWA)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 98.4% of the shares are freely tradable; institutional investors hold 80.9%.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| BlackRock Inc | 13.59 | 5,561,782 | +13.2 | 03/31/2026 |
| Jennison Associates LLC | 8.65 | 3,538,159 | +10.1 | 06/30/2026 |
| Victory Capital Management Inc. | 5.77 | 2,360,915 | -4.4 | 06/30/2026 |
| Dimensional Fund Advisors, Inc. | 5.00 | 2,044,399 | +4.5 | 06/30/2026 |
| Vanguard Capital Management, LLC | 4.52 | 1,847,906 | +0.0 | 03/31/2026 |
| State Street Corp | 4.39 | 1,796,525 | +14.2 | 03/31/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 6.12 | 2,503,756 | +0.0 | 08/31/2026 |
| Victory Small Cap Value CIT Fd (Net 75) | 4.39 | 1,795,000 | +2,952.7 | 06/30/2026 |
| Victory Sycamore Small Company Opp R | 4.39 | 1,795,000 | -1.6 | 06/30/2026 |
| PGIM Jennison Small Company A | 4.07 | 1,665,602 | +6.0 | 07/31/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Insider holdings
| Person | Role | Shares | Value | As of | Type |
|---|---|---|---|---|---|
| Lyon Jeffrey S | Director | 40,719 | 1,144,204 $ | Aug 5, 2026 | direct |
| Ray Matthew T. | EVP Chief Lending Officer | 22,735 | 638,854 $ | Aug 13, 2026 | direct |
| Glasby William | EVP Chief Information Officer | 22,344 | 627,866 $ | Jul 17, 2026 | direct |
| Chalfant Tony | EVP Chief Credit Officer | 20,362 | 572,172 $ | Aug 5, 2026 | direct |
| Rivera Frederick B | Director | 5,890 | 165,509 $ | Sep 15, 2026 | direct |
| Wilson Kelli Ann | EVP Chief Banking Officer | 3,099 | 87,082 $ | Jul 30, 2026 | direct |
Holdings as of each person's most recent SEC Form 4 filing — excluding options and RSUs, which are not shares yet. Holdings may have changed between two filings.
Insiders
Insider Transactions
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 15, 2026 | Rivera Frederick B | Director | Sell | 1,300 | 28.57 | 37,135 |
| Sep 3, 2026 | Charneski Brian | Director | Sell | 13,675 | 29.18 | 399,091 |
| Aug 13, 2026 | Ray Matthew T. | EVP Chief Lending Officer | Sell | 3,692 | 30.10 | 111,129 |
| Aug 5, 2026 | Lyon Jeffrey S | Director | Sell | 10,000 | 30.00 | 300,000 |
| Aug 5, 2026 | Chalfant Tony | EVP Chief Credit Officer | Sell | 3,234 | 29.92 | 96,751 |
| Jul 30, 2026 | Wilson Kelli Ann | EVP Chief Banking Officer | Sell | 3,778 | 29.69 | 112,178 |
| Jul 17, 2026 | Glasby William | EVP Chief Information Officer | Other | 3,379 | 30.52 | 103,127 |
| Jul 17, 2026 | Glasby William | EVP Chief Information Officer | Other | 1,846 | 30.52 | 56,340 |
| Jul 17, 2026 | Glasby William | EVP Chief Information Officer | Other | 1,595 | 30.52 | 48,679 |
| Jul 17, 2026 | Glasby William | EVP Chief Information Officer | Other | 1,824 | 30.52 | 55,668 |
| Jul 17, 2026 | Glasby William | EVP Chief Information Officer | Other | 301 | 30.52 | 9,187 |
| Jul 17, 2026 | Glasby William | EVP Chief Information Officer | Other | 302 | 30.52 | 9,217 |
| Jul 17, 2026 | Glasby William | EVP Chief Information Officer | Other | 264 | 30.52 | 8,057 |
| Jul 17, 2026 | Glasby William | EVP Chief Information Officer | Other | 265 | 30.52 | 8,088 |
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character. View all insider transactions →
Data as of: September 17, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.