Heritage Financial Corp
HFWA24.530USD
-0.050-0.20%
Close 12/24, 13:00（ET）Quotes delayed by 15 min
832.96MMarket Cap
14.59P/E TTM
More Details of Heritage Financial Corp Company
Heritage Financial Corporation is a bank holding company. The Company is primarily engaged in the business of planning, directing, and coordinating the business activities of its wholly owned subsidiary, Heritage Bank (the Bank). Its business consists primarily of commercial lending and deposit relationships with small and medium-sized businesses and their owners in its market areas and attracting deposits from the general public. It also makes real estate construction and land development loans, and consumer loans. It offers a full range of products and services to customers for personal and business banking needs designed to attract both short-term and long-term deposits. Its personal and business banking customers have the option of selecting from a variety of account types. It also offers investment advice through a wealth management department that provides objective advice from trusted advisers. The Bank conducts business from its approximately 50 branch offices.
Heritage Financial Corp Info
Ticker SymbolHFWA
Company nameHeritage Financial Corp
IPO dateJan 09, 1998
CEOMcdonald (Bryan D)
Number of employees733
Security typeOrdinary Share
Fiscal year-endJan 09
Address201 Fifth Avenue S.W.
CityOLYMPIA
Stock exchangeNASDAQ OMX - NASDAQ BASIC
CountryUnited States of America
Postal code98501
Phone13609431500
Websitehttps://www.hf-wa.com/
Ticker SymbolHFWA
IPO dateJan 09, 1998
CEOMcdonald (Bryan D)
Company Executives of Heritage Financial Corp
Name
Name/Position
Position
Shareholding
Change
Mr. Brian L. Vance
Mr. Brian L. Vance
Chairman of the Board
Chairman of the Board
125.67K
+2.39%
Mr. Brian S. Charneski
Mr. Brian S. Charneski
Lead Independent Director
Lead Independent Director
56.17K
+5.50%
Mr. Jeffrey S. Lyon
Mr. Jeffrey S. Lyon
Independent Director
Independent Director
48.50K
+6.42%
Mr. Bryan D. Mcdonald
Mr. Bryan D. Mcdonald
President, Chief Executive Officer, Director, President, Chief Executive Officer and Director of Heritage Bank
President, Chief Executive Officer, Director, President, Chief Executive Officer and Director of Heritage Bank
43.12K
+14.33%
Mr. Donald J. Hinson, CPA
Mr. Donald J. Hinson, CPA
Executive Vice President and Chief Financial Officer of Heritage Financial Corporation and Heritage Bank
Executive Vice President and Chief Financial Officer of Heritage Financial Corporation and Heritage Bank
42.09K
+0.85%
Ms. Kimberly T. Ellwanger
Ms. Kimberly T. Ellwanger
Independent Director
Independent Director
32.82K
+9.80%
Ms. Ann Watson
Ms. Ann Watson
Independent Director
Independent Director
23.90K
+13.96%
Mr. Matthew T. Ray
Mr. Matthew T. Ray
Executive Vice President and Chief Lending Officer of Heritage Bank
Executive Vice President and Chief Lending Officer of Heritage Bank
20.23K
+20.88%
Mr. Trevor D. Dryer, J.D.
Mr. Trevor D. Dryer, J.D.
Independent Director
Independent Director
7.76K
+60.61%
Ms. Gail B. Giacobbe
Ms. Gail B. Giacobbe
Independent Director
Independent Director
7.76K
+60.61%
View more
Name
Name/Position
Position
Shareholding
Change
Mr. Brian L. Vance
Mr. Brian L. Vance
Chairman of the Board
Chairman of the Board
125.67K
+2.39%
Mr. Brian S. Charneski
Mr. Brian S. Charneski
Lead Independent Director
Lead Independent Director
56.17K
+5.50%
Mr. Jeffrey S. Lyon
Mr. Jeffrey S. Lyon
Independent Director
Independent Director
48.50K
+6.42%
Mr. Bryan D. Mcdonald
Mr. Bryan D. Mcdonald
President, Chief Executive Officer, Director, President, Chief Executive Officer and Director of Heritage Bank
President, Chief Executive Officer, Director, President, Chief Executive Officer and Director of Heritage Bank
43.12K
+14.33%
Mr. Donald J. Hinson, CPA
Mr. Donald J. Hinson, CPA
Executive Vice President and Chief Financial Officer of Heritage Financial Corporation and Heritage Bank
Executive Vice President and Chief Financial Officer of Heritage Financial Corporation and Heritage Bank
42.09K
+0.85%
Ms. Kimberly T. Ellwanger
Ms. Kimberly T. Ellwanger
Independent Director
Independent Director
32.82K
+9.80%
Revenue Breakdown
Relevant data have not been disclosed by the company yet.
Relevant data have not been disclosed by the company yet.
By Business
By Region
Relevant data have not been disclosed by the company yet.
Shareholding Stats
Updated: Sat, Nov 15
Updated: Sat, Nov 15
Shareholders
Shareholder Types
Shareholders
Shareholders
Proportion
BlackRock Institutional Trust Company, N.A.
12.91%
Jennison Associates LLC
9.07%
Victory Capital Management Inc.
7.73%
The Vanguard Group, Inc.
6.95%
Dimensional Fund Advisors, L.P.
5.97%
Other
57.36%
Shareholders
Shareholders
Proportion
BlackRock Institutional Trust Company, N.A.
12.91%
Jennison Associates LLC
9.07%
Victory Capital Management Inc.
7.73%
The Vanguard Group, Inc.
6.95%
Dimensional Fund Advisors, L.P.
5.97%
Other
57.36%
Shareholder Types
Shareholders
Proportion
Investment Advisor/Hedge Fund
44.31%
Investment Advisor
35.78%
Hedge Fund
4.45%
Individual Investor
1.85%
Research Firm
1.68%
Pension Fund
0.91%
Bank and Trust
0.42%
Sovereign Wealth Fund
0.10%
Insurance Company
0.04%
Other
10.46%
Institutional Shareholding
Updated: Wed, Oct 1
Updated: Wed, Oct 1
Reporting Period
No. of institutions
Shares Held
Proportion
Change
2025Q3
365
29.65M
87.30%
-2.09M
2025Q2
380
30.19M
88.92%
-1.94M
2025Q1
395
29.87M
87.58%
-2.01M
2024Q4
395
29.14M
85.72%
-3.21M
2024Q3
397
29.00M
84.90%
-3.53M
2024Q2
396
28.71M
83.25%
-3.96M
2024Q1
384
29.39M
84.80%
-2.05M
2023Q4
385
28.40M
81.36%
-2.29M
2023Q3
376
28.31M
81.11%
-3.09M
2023Q2
373
28.65M
81.74%
-2.19M
View more
Shareholder Activity
Name
Shares Held
Proportion
Change
Chg %
Date
BlackRock Institutional Trust Company, N.A.
4.53M
13.35%
-86.11K
-1.86%
Jun 30, 2025
Jennison Associates LLC
2.98M
8.77%
+225.20K
+8.18%
Jun 30, 2025
Victory Capital Management Inc.
2.41M
7.09%
+925.06K
+62.46%
Jun 30, 2025
The Vanguard Group, Inc.
2.41M
7.11%
+9.20K
+0.38%
Jun 30, 2025
Dimensional Fund Advisors, L.P.
2.04M
6%
-30.81K
-1.49%
Jun 30, 2025
State Street Investment Management (US)
1.59M
4.67%
+52.44K
+3.42%
Jun 30, 2025
AllianceBernstein L.P.
1.36M
4.01%
-21.79K
-1.58%
Jun 30, 2025
Geode Capital Management, L.L.C.
828.03K
2.44%
+3.45K
+0.42%
Jun 30, 2025
Arrowstreet Capital, Limited Partnership
504.51K
1.49%
+59.63K
+13.40%
Jun 30, 2025
Two Sigma Investments, LP
323.43K
0.95%
+68.39K
+26.81%
Jun 30, 2025
View more
Related ETFs
Updated: Sat, Dec 6
Updated: Sat, Dec 6
Name
Proportion
Cambria Micro and SmallCap Shareholder Yield ETF
0.96%
ProShares Russell 2000 Dividend Growers ETF
0.92%
OneAscent Enhanced Small and Mid Cap ETF
0.67%
Invesco S&P SmallCap Value with Momentum ETF
0.66%
First Trust NASDAQ ABA Community Bank Index Fund
0.33%
VictoryShares Hedged Equity Income ETF
0.3%
Invesco S&P SmallCap Financials ETF
0.22%
Vanguard US Multifactor ETF
0.11%
iShares S&P Small-Cap 600 Value ETF
0.11%
State Street SPDR S&P 600 Small Cap Value ETF
0.1%
View more
Cambria Micro and SmallCap Shareholder Yield ETF
Proportion0.96%
ProShares Russell 2000 Dividend Growers ETF
Proportion0.92%
OneAscent Enhanced Small and Mid Cap ETF
Proportion0.67%
Invesco S&P SmallCap Value with Momentum ETF
Proportion0.66%
First Trust NASDAQ ABA Community Bank Index Fund
Proportion0.33%
VictoryShares Hedged Equity Income ETF
Proportion0.3%
Invesco S&P SmallCap Financials ETF
Proportion0.22%
Vanguard US Multifactor ETF
Proportion0.11%
iShares S&P Small-Cap 600 Value ETF
Proportion0.11%
State Street SPDR S&P 600 Small Cap Value ETF
Proportion0.1%
Dividend
A total of
149.88M
USD has been distributed in dividends over the past 5 years.
Date
Dividend
Record Date
Payment Date
Ex-dividend Date
Oct 23, 2025
HFWA.NB Final Cash Dividend of gross USD 0.24 paid on Nov 19, 2025 going ex on Nov 05, 2025
Nov 05, 2025
Nov 19, 2025
Nov 05, 2025
Jul 24, 2025
HFWA.NB Interim Cash Dividend of gross USD 0.24 paid on Aug 20, 2025 going ex on Aug 06, 2025
Aug 06, 2025
Aug 20, 2025
Aug 06, 2025
Apr 24, 2025
HFWA.NB Interim Cash Dividend of gross USD 0.24 paid on May 21, 2025 going ex on May 07, 2025
May 07, 2025
May 21, 2025
May 07, 2025
Jan 23, 2025
HFWA.NB Interim Cash Dividend of gross USD 0.24 paid on Feb 20, 2025 going ex on Feb 06, 2025
Feb 06, 2025
Feb 20, 2025
Feb 06, 2025
Oct 24, 2024
HFWA.NB Final Cash Dividend of gross USD 0.23 paid on Nov 20, 2024 going ex on Nov 06, 2024
Nov 06, 2024
Nov 20, 2024
Nov 06, 2024
Jul 25, 2024
HFWA.NB Interim Cash Dividend of gross USD 0.23 paid on Aug 21, 2024 going ex on Aug 07, 2024
Aug 07, 2024
Aug 21, 2024
Aug 07, 2024
Apr 25, 2024
HFWA.NB Interim Cash Dividend of gross USD 0.23 paid on May 22, 2024 going ex on May 07, 2024
May 08, 2024
May 22, 2024
May 07, 2024
Jan 26, 2024
HFWA.NB Interim Cash Dividend of gross USD 0.23 paid on Feb 22, 2024 going ex on Feb 07, 2024
Feb 08, 2024
Feb 22, 2024
Feb 07, 2024
Oct 19, 2023
HFWA.NB Final Cash Dividend of gross USD 0.22 paid on Nov 15, 2023 going ex on Oct 31, 2023
Nov 01, 2023
Nov 15, 2023
Oct 31, 2023
Jul 20, 2023
HFWA.NB Interim Cash Dividend of gross USD 0.22 paid on Aug 16, 2023 going ex on Aug 01, 2023
Aug 02, 2023
Aug 16, 2023
Aug 01, 2023
View more
Stock Split
Date
Type
Ratio
No Data
Date
Type
Ratio
No Data
FAQs
Who are the top five shareholders of Heritage Financial Corp?
The top five shareholders of Heritage Financial Corp are:
BlackRock Institutional Trust Company, N.A. holds 4.53M shares, accounting for 13.35% of the total shares.
Jennison Associates LLC holds 2.98M shares, accounting for 8.77% of the total shares.
Victory Capital Management Inc. holds 2.41M shares, accounting for 7.09% of the total shares.
The Vanguard Group, Inc. holds 2.41M shares, accounting for 7.11% of the total shares.
Dimensional Fund Advisors, L.P. holds 2.04M shares, accounting for 6.00% of the total shares.
BlackRock Institutional Trust Company, N.A. holds 4.53M shares, accounting for 13.35% of the total shares.
Jennison Associates LLC holds 2.98M shares, accounting for 8.77% of the total shares.
Victory Capital Management Inc. holds 2.41M shares, accounting for 7.09% of the total shares.
The Vanguard Group, Inc. holds 2.41M shares, accounting for 7.11% of the total shares.
Dimensional Fund Advisors, L.P. holds 2.04M shares, accounting for 6.00% of the total shares.
What are the top three shareholder types of Heritage Financial Corp?
The top three shareholder types of Heritage Financial Corp are:
BlackRock Institutional Trust Company, N.A.
Jennison Associates LLC
Victory Capital Management Inc.
BlackRock Institutional Trust Company, N.A.
Jennison Associates LLC
Victory Capital Management Inc.
How many institutions hold shares of Heritage Financial Corp (HFWA)?
As of 2025Q3, 365 institutions hold shares of Heritage Financial Corp, with a combined market value of approximately 29.65M, accounting for 87.30% of the total shares. Compared to 2025Q2, institutional shareholding has increased by -1.62%.
What is the biggest source of revenue for Heritage Financial Corp?
In --, the -- business generated the highest revenue for Heritage Financial Corp, amounting to -- and accounting for --% of total revenue.
