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Heritage Financial (HFWA)
:HFWA
Heritage Financial (HFWA) Ownership Overview
1.68% Insiders
27.69% Mutual Funds
17.54% Other Institutional Investors
24.12% ETFs
28.97% Public Companies and
Individual Investors
The ownership structure of Heritage Financial (HFWA) stock is a mix of institutional, retail, and individual investors. Approximately 69.35% of the company’s stock is owned by Institutional Investors, 1.68% is owned by Insiders, and 28.97% is owned by Public Companies and Individual Investors.
Recent Insider Trading Activity
Date | Name | Activity | Value |
|---|---|---|---|
Mar 18, 2025 | xxxxxxxxxxxxx | $20395 | |
Mar 18, 2025 | xxxxxxxxxxxxx | $166330 | |
Mar 18, 2025 | xxxxxxxxxxxxx | $80678 | |
Jan 27, 2025 | xxxxxxxxxxxxx | $101722 |
Recent Hedge Fund Trading Activity
Date | Firm | Activity | Value |
|---|---|---|---|
Jun 30, 2025 | xxxxxxxxxxxxx | $6769844 |
Top Shareholders
Holder | # of Shares | Type | % Holding | Value |
|---|---|---|---|---|
| 3,592,944 | Institution | 10.58% | 83,895,242 | |
| 1,962,378 | Institution | 5.78% | 45,821,526 | |
| 1,597,716 | Institution | 4.71% | 37,306,669 | |
| 1,250,811 | Institution | 3.68% | 29,206,437 | |
| 1,245,186 | Institution | 3.67% | 29,075,093 | |
| 1,051,000 | Institution | 3.10% | 24,540,850 | |
| 844,715 | Institution | 2.49% | 19,724,095 | |
| 548,776 | Institution | 1.62% | 12,813,920 | |
| 385,077 | Institution | 1.13% | 8,991,548 | |
| 346,727 | Institution | 1.02% | 8,096,075 |
Top Mutual Fund Holders
Holder | # of Shares | Type | % Holding | Value |
|---|---|---|---|---|
| 1,597,716 | Institution | 4.71% | 37,306,669 | |
| 1,250,811 | Institution | 3.68% | 29,206,437 | |
| 1,245,186 | Institution | 3.67% | 29,075,093 | |
| 1,051,000 | Institution | 3.10% | 24,540,850 | |
| 385,077 | Institution | 1.13% | 8,991,548 | |
| 346,727 | Institution | 1.02% | 8,096,075 | |
| 320,618 | Institution | 0.94% | 7,486,430 | |
| 315,306 | Institution | 0.93% | 7,362,395 | |
| 275,000 | Institution | 0.81% | 6,421,250 | |
| 230,015 | Institution | 0.68% | 5,370,850 |
Top ETF Holders
Holder | # of Shares | Type | % Holding | Value |
|---|---|---|---|---|
| 2,030,445 | Institution | 5.98% | 47,410,891 | |
| 1,075,474 | Institution | 3.17% | 24,241,184 | |
| 801,378 | Institution | 2.36% | 18,712,176 | |
| 369,663 | Institution | 1.09% | 8,332,204 | |
| 317,148 | Institution | 0.93% | 7,405,406 | |
| 298,445 | Institution | 0.88% | 6,914,971 | |
| 295,705 | Institution | 0.87% | 6,904,712 | |
| 266,203 | Institution | 0.78% | 6,167,924 | |
| 256,730 | Institution | 0.76% | 5,994,646 | |
| 214,581 | Institution | 0.63% | 5,010,466 |
FAQ
Who Owns Heritage Financial (HFWA)?
According to the latest TipRanks data, approximately 17.54% of the company's stock is held by institutional investors, 1.68% is held by insiders, and 28.97% is held by retail investors.
What percentage of Heritage Financial (HFWA) stock is held by institutional investors?
According to the latest TipRanks data, approximately 17.54% of Heritage Financial (HFWA) stock is held by institutional investors.
What percentage of Heritage Financial (HFWA) stock is held by retail investors?
According to the latest TipRanks data, approximately 28.97% of Heritage Financial (HFWA) stock is held by retail investors.
Who owns the most shares of Heritage Financial (HFWA)?
iShares owns the most shares of Heritage Financial (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.