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Heritage Financial (HFWA)
:HFWA
Heritage Financial (HFWA) Ownership Overview
1.49% Insiders
25.08% Mutual Funds
15.60% Other Institutional Investors
28.76% ETFs
29.06% Public Companies and
Individual Investors
The ownership structure of Heritage Financial (HFWA) stock is a mix of institutional, retail, and individual investors. Approximately 69.44% of the company’s stock is owned by Institutional Investors, 1.49% is owned by Insiders, and 29.06% is owned by Public Companies and Individual Investors.
Recent Insider Trading Activity
Date | Name | Activity | Value |
|---|---|---|---|
| Mar 18, 2025 | Jeffrey Deuel Ceo,director | xxxxxxxxxxxxx | $166330 |
| Mar 18, 2025 | Amy E. Curran Evp Director Commercial Lend | xxxxxxxxxxxxx | $20395 |
| Mar 18, 2025 | Donald Hinson Evpand Cfo | xxxxxxxxxxxxx | $80678 |
| Jan 27, 2025 | Frederick B Rivera Director | xxxxxxxxxxxxx | $101722 |
Recent Hedge Fund Trading Activity
Date | Firm | Activity | Value |
|---|---|---|---|
| Dec 31, 2024 | xxxxxxxxxxxxx | $367206 | |
| Dec 31, 2024 | xxxxxxxxxxxxx | $5515464 | |
| Dec 31, 2024 | xxxxxxxxxxxxx | $7920605 |
Top Shareholders
Holder | # of Shares | Type | % Holding | Value |
|---|---|---|---|---|
| 3,871,777 | Institution | 11.39% | 92,032,139 | |
| 2,139,224 | Institution | 6.29% | 50,849,354 | |
| 1,612,886 | Institution | 4.75% | 38,338,300 | |
| 1,271,780 | Institution | 3.74% | 30,230,211 | |
| 1,143,698 | Institution | 3.36% | 27,185,701 | |
| 903,961 | Institution | 2.66% | 21,487,153 | |
| 830,867 | Institution | 2.44% | 19,749,709 | |
| 513,662 | Institution | 1.51% | 12,209,746 | |
| 388,475 | Institution | 1.14% | 9,234,051 | |
| 346,520 | Institution | 1.02% | 8,236,780 |
Top Mutual Fund Holders
Holder | # of Shares | Type | % Holding | Value |
|---|---|---|---|---|
| 1,612,886 | Institution | 4.75% | 38,338,300 | |
| 1,271,780 | Institution | 3.74% | 30,230,211 | |
| 903,961 | Institution | 2.66% | 21,487,153 | |
| 388,475 | Institution | 1.14% | 9,234,051 | |
| 346,520 | Institution | 1.02% | 8,236,780 | |
| 330,519 | Institution | 0.97% | 7,856,437 | |
| 317,381 | Institution | 0.93% | 7,544,146 | |
| 314,956 | Institution | 0.93% | 7,486,504 | |
| 275,000 | Institution | 0.81% | 6,536,750 | |
| 221,585 | Institution | 0.65% | 5,267,075 |
Top ETF Holders
Holder | # of Shares | Type | % Holding | Value |
|---|---|---|---|---|
| 2,179,132 | Institution | 6.41% | 51,797,968 | |
| 1,086,990 | Institution | 3.20% | 27,468,237 | |
| 924,174 | Institution | 2.72% | 21,477,804 | |
| 870,216 | Institution | 2.56% | 20,685,034 | |
| 536,728 | Institution | 1.58% | 13,563,117 | |
| 353,095 | Institution | 1.04% | 8,393,068 | |
| 315,191 | Institution | 0.93% | 7,492,090 | |
| 300,349 | Institution | 0.88% | 6,980,111 | |
| 292,602 | Institution | 0.86% | 6,955,150 | |
| 213,432 | Institution | 0.63% | 4,960,160 |
FAQ
Who Owns Heritage Financial (HFWA)?
According to the latest TipRanks data, approximately 15.60% of the company's stock is held by institutional investors, 1.49% is held by insiders, and 29.06% is held by retail investors.
What percentage of Heritage Financial (HFWA) stock is held by institutional investors?
According to the latest TipRanks data, approximately 15.60% 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 29.06% 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.