Heritage Financial CORP
$27.55+0.5%
+$81.6M
Net Activity
+6.56% total shares
Institutions Holding
193
Popularity Rank
#3095
Avg Weight
0.05%
Total Value
$1.0B
Market Cap
$949.3M
193 institutions currently hold HFWA, with 101 net buyers and 75 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
75
Net Buying Institutions
101
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 #3095 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
193 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.
Farther Finance Advisors, LLC has added to its HFWA position for two straight quarters, increasing it by $15.9K to reach $18.3K today.
Deprince Race & Zollo Inc has trimmed its HFWA position for two straight quarters, cutting it by $1.5M while still holding $1.9M.
HFWA is up 0.5% 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 14.1.
+$134.0M
Total Buy Value
$47.9M
Total Sell Value
101
Net Buyers
75
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 2026-09-30 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.
4
Filings (90d)
$619K
Total Est. Value
21K 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 |
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
6,278
Total reported value
$2.2T
3254 13F institutions increased their position this quarter
Institutions Holding
6,025
Total reported value
$3.6T
3054 13F institutions increased their position this quarter
Institutions Holding
6,188
Total reported value
$1.8T
2995 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,662
Total reported value
$986.0B
Held by 4662 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,610
Total reported value
$529.1B
Held by 4610 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,442
Total reported value
$354.7B
Held by 4442 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