Heritage Financial (HFWA) Shareholding Patterns

$28.41

$0.00 (0.00%)

As on 11-Sep-2026 16:10EDT

Market cap

$1,162 Mln

Revenue (TTM)

$336 Mln

P/E Ratio

13.5

P/B Ratio

1

Div. Yield

3.4 %

Annual
Quarterly

Shareholding Pattern

Shareholder's Name	Category	Holding (% of equity)	Change in shares (%)	Filing date
Vanguard Group Inc	Institutions	7.51	12.52	31-Mar-2023
Dimensional Fund Advisors, Inc.	Institutions	5.92	2.23	31-Mar-2023
AllianceBernstein L.P.	Institutions	4.87	1.30	31-Mar-2023
State Street Corporation	Institutions	4.34	7.46	31-Mar-2023
Goldman Sachs Group Inc	Institutions	2.21	-18.66	31-Mar-2023
Northern Trust Corp	Institutions	1.26	-3.44	31-Mar-2023
Schroder Investment Management Group	Institutions	1.14	0.06	31-Mar-2023
Millennium Management LLC	Institutions	1.03	17.41	31-Mar-2023
BlackRock Inc	Institutions	14.09	-4.48	31-Dec-2022
Amvescap Plc.	Institutions	3.10	-4.77	31-Dec-2022
Charles Schwab Investment Management Inc	Institutions	2.61	11.67	31-Dec-2022
Bank of New York Mellon Corp	Institutions	2.30	-9.08	31-Dec-2022
Wellington Management Company LLP	Institutions	2.12	-26.71	31-Dec-2022
Geode Capital Management, LLC	Institutions	1.90	3.73	31-Dec-2022
Lord, Abbett & Co LLC	Institutions	1.02	8.74	31-Dec-2022
Amvescap Plc.	Institutions	3.25	22.43	30-Sep-2022
Wellington Management Company LLP	Institutions	2.88	20.41	30-Sep-2022
Geode Capital Management, LLC	Institutions	1.82	1.41	30-Sep-2022
Ameriprise Financial Inc	Institutions	1.69	-6.13	30-Sep-2022

Date	Person	Buy / Sell	Transaction Type	No. of Shares	Price ($)	Value ($ K)
03-Feb-2026	Frederick B Rivera	Sell	Market	68	26.31	1.80
26-Jan-2026	Kelli Ann Wilson	Sell	Market	72	26.48	1.90
20-Nov-2025	Bryan Mcdonald	Buy	Market	856	22.32	19.11
17-Mar-2025	Amy E Curran	Sell	Market	36	23.77	0.86
17-Mar-2025	Donald Hinson	Sell	Market	145	23.59	3.42