Stocks › Banks - Regional › HFWA

Heritage Financial HFWA

US equityMarket cap rank #3163Banks - Regional

$27.24 −$0.45 (-1.63%)

Pre-market · Oct 8, 8:30 am ET · After hours $27.24 0.00%

Open$27.32

Prev close$27.69

Day range$27.10 – $27.43

Volume266.0K

Market cap$1.11B

P/E (TTM)13.0

Dividend yield3.52%

Ownership & positioning

Who holds it, who is betting against it, and where the big money is moving

Institutional ownership81.7%+0.02 pts vs. prior quarter

Institutions holding235+0 vs. prior quarter

Insider trades (recent)30 buys / 20 sellsNet buying

Short interest7.40% of floatDays to cover 6.7 · as of 15 Sep 2026

Short-sale volume share31.4%5-day average of daily volume

Short-sale volume as % of daily volume

Large-order net flow, last 20 sessions

Net of large-order buying minus selling, in USD. Over this window: −$2.32M (7 inflow days, 13 outflow days).

Net flow by order size, last 20 sessions

Super/Big orders approximate institutional-size trades; Mid/Small approximate retail-size trades. Net buy minus sell value in each bucket, summed over the window.

The five largest holders on file together own 38.8% of shares outstanding.

Largest holders

BlackRock14.20%
Jennison Associates LLC8.65%
Victory Capital Management Inc.5.77%
Vanguard Capital Management, LLC5.16%
Dimensional Fund Advisors5.00%
State Street Global Advisors4.84%
AllianceBernstein2.78%
Geode Capital Management, LLC2.70%

By investor type

Mutual Fund73.54%
Hedge Fund3.44%
Public Company1.80%
Individual/Insider1.54%
Insurance Company1.37%
Government Pension Fund0.90%
Private Company0.43%
Family Office/Trust0.16%

Reported short interest has risen from 6.30% to 7.40% of float over the last 6 biweekly reports (30 Jun 2026 to 15 Sep 2026).

Recent institutional activity

Holder	Type	Period	Share change	New stake
Jennison Associates LLC	Mutual Fund	2026/Q3	+324,686	8.6%
BlackRock	Mutual Fund	2026/Q3	+249,332	14.2%
J.P. Morgan Asset Management, Inc.	Mutual Fund	2026/Q3	+213,846	0.5%
State Street Global Advisors	Mutual Fund	2026/Q3	+185,732	4.8%
Geode Capital Management, LLC	Mutual Fund	2026/Q3	+168,967	2.7%
Vanguard Portfolio Management, LLC	Mutual Fund	2026/Q3	+96,023	1.8%
Dimensional Fund Advisors	Mutual Fund	2026/Q3	+87,922	5.0%
Quantinno Capital Management LP	Mutual Fund	2026/Q3	+48,537	0.3%
Rhino Investment Partners, Inc.	Insurance Company	2026/Q3	+43,000	0.9%
New Jersey Division of Investment	Government Pension Fund	2026/Q3	+41,685	0.1%
Fortis Capital Management LLC	Mutual Fund	2026/Q3	+35,807	0.1%
XTX Markets Limited	Private Company	2026/Q3	+34,519	0.1%
Northern Trust Global Investments	Mutual Fund	2026/Q3	+27,507	1.1%
Freestone Capital Management, LLC	Mutual Fund	2026/Q3	+26,212	0.1%
Bridgeway Capital Management, LLC	Mutual Fund	2026/Q3	+25,666	1.2%

Institutional buy/sell activity by reporting period, largest moves first.

Insider transactions

Date	Insider	Title	Transaction	Shares	Price	Held after
14 Sep 2026	Frederick Rivera	Independent Director	Open Market Disposition	-1,300	$28.57	5,890
2 Sep 2026	Brian Charneski	Lead Independent Director	Open Market Disposition	-13,675	$29.18	44,709
12 Aug 2026	Matthew Ray	Former Executive VP & Chief Lending Officer of Heritage Bank	Open Market Disposition	-3,692	$30.10	22,735
5 Aug 2026	Matthew Ray	Former Executive VP & Chief Lending Officer of Heritage Bank	Intent to Sell (Form 144)	-3,692	$29.73	–
4 Aug 2026	Jeffrey Lyon	Independent Director	Open Market Disposition	-10,000	$30.00	40,719
4 Aug 2026	Anthony Chalfant	Chief Credit Officer	Open Market Disposition	-3,234	$29.92	20,362
3 Aug 2026	Jeffrey Lyon	Independent Director	Intent to Sell (Form 144)	-10,000	$30.01	–
29 Jul 2026	Kelli Wilson		Open Market Disposition	-3,778	$29.69	3,099
16 Jul 2026	William Glasby	Executive Vice President	Derivative Exercise and Sale	-3,379	$30.52	22,344
16 Jul 2026	William Glasby	Executive Vice President	Derivative Exercise and Retained	+9,436	$30.52	22,344
16 Jun 2026	Brian Vance	Chairperson	Other Derivative Acquisition	+1,999	–	1,999
16 Jun 2026	Brian Charneski	Lead Independent Director	Other Derivative Acquisition	+1,999	–	1,999
16 Jun 2026	Jeffrey Lyon	Independent Director	Other Derivative Acquisition	+1,999	–	1,999
16 Jun 2026	Kimberly Ellwanger	Independent Director	Other Derivative Acquisition	+1,999	–	1,999
16 Jun 2026	Ann Watson	Independent Director	Other Derivative Acquisition	+1,999	–	1,999
16 Jun 2026	Trevor Dryer	Independent Director	Other Derivative Acquisition	+1,999	–	1,999
16 Jun 2026	Frederick Rivera	Independent Director	Other Derivative Acquisition	+1,999	–	1,999
16 Jun 2026	Gail Giacobbe	Independent Director	Other Derivative Acquisition	+1,999	–	1,999
16 Jun 2026	Karen Saunders	Independent Director	Other Derivative Acquisition	+1,999	–	1,999
16 Jun 2026	Scott Allan	Director	Other Derivative Acquisition	+1,999	–	1,999

From Form 4/Form 144 filings. Negative share counts are disposals (sales, gifts, or shares withheld for taxes); positive are acquisitions.

Short interest, by report

Report date	Shares short	% of float	Days to cover
15 Sep 2026	3,027,972	7.4%	6.7
31 Aug 2026	3,037,024	7.4%	11.7
14 Aug 2026	2,652,305	6.5%	7.7
31 Jul 2026	2,716,550	6.6%	5.2
15 Jul 2026	2,585,889	6.3%	9.1
30 Jun 2026	2,598,507	6.3%	5.8

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