Heritage Financial CORP
$29.23+2.3%
+$81.6M
Net Activity
+6.55% total shares
Institutions Holding
192
Popularity Rank
#3101
Avg Weight
0.05%
Total Value
$1.0B
Market Cap
$1.0B
192 institutions currently hold HFWA, with 100 net buyers and 73 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Increased
Based on recent trading activity
Net Selling Institutions
73
Net Buying Institutions
100
Top 5 by Value
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Across its top 20 institutional holders, HFWA's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 5/100, avg. turnover score 36/100).
HFWA ranks #3101 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
192 institutions disclose a position in HFWA, but none treat it as a major bet — even Rhino Investment Partners, Inc, its most concentrated holder, allocates just 3.4% of its own portfolio to it.
BlackRock has added to its HFWA position for two straight quarters, increasing it by $55.9M to reach $172.1M today.
Arrowstreet Capital, Limited Partnership has trimmed its HFWA position for two straight quarters, cutting it by $3.1M while still holding $8.8M.
HFWA is up 2.3% today, and institutions have been net buyers of $81.6M this quarter — today's price move and the underlying institutional flow are pointing the same direction.
HFWA closed its latest fiscal year with net income of $67.5M, and currently trades at a P/E of 14.9.
+$128.5M
Total Buy Value
$47.9M
Total Sell Value
100
Net Buyers
73
Net Sellers
HFWA
Q2 2026
Top 5 Institutional Movers
HFWA does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
5
Filings (90d)
$728K
Total Est. Value
25K shares
Planned Shares
| Filer | Filing Date | Est. Value |
|---|---|---|
| Ray Matthew T. | 2026-08-06 | $110K |
| TONY CHALFANT | 2026-08-05 | $97K |
| LYON JEFFREY S | 2026-08-04 | $300K |
| KELLI A WILSON | 2026-07-30 | $112K |
| Hinson Donald | 2026-06-09 | $109K |
Form 144 is a planned sale notice, not an executed transaction. Form 144 Tracker。
No Schedule 13D/13G filings for this ticker
1
Filings (14d)
Heritage Financial Corporation (ticker HFWA) issued a press release on July 23, 2026, announcing its second quarter 2026 results. The release is attached as Exhibit 99.1 to this 8-K, but the filing notes this information is being “furnished” rather than “filed” for legal purposes. No specific numbers or details are included in the excerpt itself.
View Full Filing (SEC EDGAR)42722X106, 42724R107
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,242
Total reported value
$2.2T
3229 13F institutions increased their position this quarter
Institutions Holding
5,990
Total reported value
$3.6T
3033 13F institutions increased their position this quarter
Institutions Holding
6,153
Total reported value
$1.8T
2971 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,637
Total reported value
$985.7B
Held by 4637 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,583
Total reported value
$528.9B
Held by 4583 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,419
Total reported value
$354.5B
Held by 4419 institutions — one of the most-tracked stocks on AlphaSMO
Access HFWA's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/HFWACLI
npx alphasmo stocks get HFWA