Heritage Financial Corporation (HFWA)
NasdaqGS
Price as at 1 Oct 2026, 08:23 UTC. Quotes are delayed.
Fundamentals
Valuation and ratings
Heritage Financial Corporation trades at $27.63. We do not hold enough of the inputs to value this company with the confidence the estimate implies, so we publish no fair value for it rather than a number we would not defend.
About Heritage Financial Corporation
Heritage Financial Corporation operates as the bank holding company for Heritage Bank that provides various financial services to small and medium sized businesses and its owners in the United States. It accepts various deposit products, such as noninterest demand deposits, interest bearing demand deposits, money market accounts, savings accounts, personal checking accounts, and certificates of deposit. The company also offers commercial business loans, including lines of credit, term equipment financing and term owner-occupied, and non-owner occupied CRE loans; real estate construction and land development loans, as well as residential construction loans, and commercial and multifamily construction loans; residential real estate loans; and originate loans that are guaranteed by the U.S. SBA, and secured and unsecured consumer loans and lines of credit. In addition, it provides investment advice, online banking, online statements, mobile banking with mobile deposit, Visa debit cards, and access. The company was formerly known as Heritage Financial Corporation, M.H.C. and changed its name to Heritage Financial Corporation in 1998. Heritage Financial Corporation was founded in 1927 and is headquartered in Olympia, Washington.
Company profile, industry and headcount are as reported by our data provider and can lag a company's own filings by a reporting period. The annual report is the authority.
Super investor ownership
6 of the funds we track reported a position in their latest SEC 13F filing. Largest first:
- Two Sigma, TWO SIGMA INVESTMENTS, LP$11.53M · 0.0% of book
- Arrowstreet Capital, ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$8.83M · 0.0% of book
- Cliff Asness, AQR CAPITAL MANAGEMENT LLC$3.94M · 0.0% of book
- Renaissance Technologies, RENAISSANCE TECHNOLOGIES LLC$3.92M · 0.0% of book
- Israel Englander, MILLENNIUM MANAGEMENT LLC$711.6K · 0.0% of book
A word of warning on reading these figures: a 13F reports the market value of a holding, so a fund that traded nothing at all still appears to have sold when the price fell. We found 102 companies where the standard reading gives the opposite answer. Only the share count is honest.
Common questions
Which funds own HFWA?
6 of the institutions we track reported a position in HFWA in their most recent SEC 13F filing. A 13F is filed up to 45 days after quarter end, so it tells you what a fund held then, not what it holds now.
Where does SteadyShares get its HFWA data?
Fundamentals for HFWA come from company filings and exchange data, as listed on NasdaqGS; institutional ownership comes from SEC 13F filings. The share price shown was last refreshed on 1 Oct 2026, 08:23 UTC and is delayed. Metrics we do not hold are left out of the page rather than estimated.
The full research page for HFWA, with financial statements, ownership detail, peer comparison and alerts, is free inside the app.
Data from company filings, exchange quotes and SEC EDGAR 13F disclosures. Quotes are delayed. Metrics we do not have are left out rather than estimated. Educational information, not financial advice.