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Heritage Financial Corp. (HFWA)
NASDAQ:HFWA
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Heritage Financial (HFWA) Ownership Overview
1.51% Insiders
24.48% Mutual Funds
7.77% Other Institutional Investors
28.34% ETFs
37.90% Public Companies and
Individual Investors
The ownership structure of Heritage Financial (HFWA) stock is a mix of institutional, retail, and individual investors. Approximately 60.59% of the company’s stock is owned by Institutional Investors, 1.51% is owned by Insiders, and 37.90% is owned by Public Companies and Individual Investors.
Recent Insider Trading Activity
Date | Name | Activity | Value |
|---|---|---|---|
| Nov 07, 2024 | Tony Chalfant Evp Chief Credit Officer | xxxxxxxxxxxxx | $78838 |
| Dec 14, 2023 | Frederick B Rivera Director | xxxxxxxxxxxxx | $2164 |
| Dec 11, 2023 | Frederick B Rivera Director | xxxxxxxxxxxxx | $12138 |
Recent Hedge Fund Trading Activity
Date | Firm | Activity | Value |
|---|---|---|---|
| Jun 30, 2024 | xxxxxxxxxxxxx | $486269 | |
| Jun 30, 2024 | xxxxxxxxxxxxx | $5220460 | |
| Jun 30, 2024 | xxxxxxxxxxxxx | $6027969 |
Top Shareholders
Holder | # of Shares | Type | % Holding | Value |
|---|---|---|---|---|
| 3,877,636 | Institution | 11.35% | 101,826,721 | |
| 2,140,294 | Institution | 6.27% | 56,204,120 | |
| 1,646,186 | Institution | 4.82% | 43,228,844 | |
| 1,201,209 | Institution | 3.52% | 31,543,748 | |
| 1,122,139 | Institution | 3.29% | 29,467,370 | |
| 902,032 | Institution | 2.64% | 23,687,360 | |
| 468,461 | Institution | 1.37% | 12,301,786 | |
| 395,052 | Institution | 1.16% | 10,374,066 | |
| 384,376 | Institution | 1.13% | 10,093,714 | |
| 369,327 | Institution | 1.08% | 9,698,527 |
Top Mutual Fund Holders
Holder | # of Shares | Type | % Holding | Value |
|---|---|---|---|---|
| 1,646,186 | Institution | 4.82% | 43,228,844 | |
| 1,201,209 | Institution | 3.52% | 31,543,748 | |
| 395,052 | Institution | 1.16% | 10,374,066 | |
| 384,376 | Institution | 1.13% | 10,093,714 | |
| 369,327 | Institution | 1.08% | 9,698,527 | |
| 323,140 | Institution | 0.95% | 8,485,656 | |
| 308,960 | Institution | 0.90% | 8,113,290 | |
| 292,817 | Institution | 0.86% | 7,689,374 | |
| 275,000 | Institution | 0.81% | 7,221,500 | |
| 252,836 | Institution | 0.74% | 6,639,473 |
Top ETF Holders
Holder | # of Shares | Type | % Holding | Value |
|---|---|---|---|---|
| 2,179,132 | Institution | 6.38% | 57,224,006 | |
| 1,114,109 | Institution | 3.26% | 24,254,153 | |
| 870,216 | Institution | 2.55% | 22,851,872 | |
| 858,671 | Institution | 2.51% | 22,376,966 | |
| 557,755 | Institution | 1.63% | 12,142,326 | |
| 353,095 | Institution | 1.03% | 9,272,275 | |
| 320,774 | Institution | 0.94% | 8,423,525 | |
| 320,694 | Institution | 0.94% | 8,421,424 | |
| 314,241 | Institution | 0.92% | 8,189,120 | |
| 274,017 | Institution | 0.80% | 7,140,883 |
FAQ
Who Owns Heritage Financial Corp. (HFWA)?
According to the latest TipRanks data, approximately 7.77% of the company's stock is held by institutional investors, 1.51% is held by insiders, and 37.90% is held by retail investors.
What percentage of Heritage Financial Corp. (HFWA) stock is held by institutional investors?
According to the latest TipRanks data, approximately 7.77% of Heritage Financial Corp. (HFWA) stock is held by institutional investors.
What percentage of Heritage Financial Corp. (HFWA) stock is held by retail investors?
According to the latest TipRanks data, approximately 37.90% of Heritage Financial Corp. (HFWA) stock is held by retail investors.
Who owns the most shares of Heritage Financial Corp. (HFWA)?
iShares owns the most shares of Heritage Financial Corp. (HFWA).
What is the significance of the ownership structure for a publicly traded company?
The ownership structure can impact the company's decision making, as large institutional investors may exert influence on the company's management and can also affect the company's stock price with their buying and selling patterns.