MORGAN STANLEY

Position in HFWA — Heritage Financial Corp /Wa/

CIK 895421 NEW YORK, NY

Back to HFWA Full portfolio

Position in HFWA

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$12,475,658

+$3,024,721 QoQ

Shares Held

479,833

+20.1% QoQ

Ownership

1.16%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 94% Shared 0% None 6%

Common Shares in HFWA Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Mar 31, 2026

MORGAN STANLEY holds $18,675,889,556 across 312 Banks - Regional names. HFWA ranks #119 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NU	Nu Holdings Ltd.	141,628,383	$2,035,199,856
2	USB	US Bancorp \De\	29,304,473	$1,524,125,632
3	IBN	Icici Bank Ltd	48,117,738	$1,246,249,407
4	FITB	Fifth Third Bancorp	24,776,241	$1,151,104,148
5	PNC	Pnc Financial Services Group, Inc.	4,814,412	$1,001,830,982
6	TFC	Truist Financial Corp	21,597,973	$992,858,810
7	MTB	M&T Bank Corp	4,452,035	$920,324,667
8	HDB	Hdfc Bank Ltd	30,807,471	$766,489,871

All Filings in HFWA

Export CSV

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$12,475,658	479,833	+20.1%	Shares	Defined	2026-05-15
2025-12-31	$9,450,937	399,617	+14.7%	Shares	Defined	2026-05-27
2025-09-30	$8,431,009	348,533	-8.6%	Shares	Defined	2026-05-27
2025-06-30	$9,086,182	381,132	-11.8%	Shares	Defined	2025-08-15
2025-03-31	$10,507,684	431,882	-5.3%	Shares	Defined	2025-05-15
2024-12-31	$11,170,062	455,921	-5.2%	Shares	Defined	2025-05-15
2024-09-30	$10,468,970	480,890	-0.3%	Shares	Defined	2025-05-14
2024-06-30	$8,695,647	482,288	-0.1%	Shares	Defined	2025-05-14
2024-03-31	$9,359,470	482,696	-3.2%	Shares	Defined	2024-10-17
2023-12-31	$10,663,295	498,518	+21.3%	Shares	Defined	2024-08-16
2023-09-30	$6,703,503	411,006	+16.3%	Shares	Defined	2023-11-15
2023-06-30	$5,713,246	353,324	+15.4%	Shares	Defined	2023-08-14
2023-03-31	$6,551,347	306,138	-10.9%	Shares	Defined	2023-05-15
2022-12-31	$10,530,075	343,671	+15.4%	Shares	Defined	2023-02-14
2022-09-30	$7,879,690	297,684	+14.7%	Shares	Defined	2022-11-14
2022-06-30	$6,530,424	259,556	+17.0%	Shares	Defined	2022-10-27
2022-03-31	$5,558,731	221,817	-7.7%	Shares	Defined	2022-10-27
2021-12-31	$5,871,170	240,228	+15.0%	Shares	Defined	2022-02-14
2021-09-30	$5,324,833	208,817	-12.2%	Shares	Defined	2021-11-15
2021-06-30	$5,953,906	237,966	+64.7%	Shares	Defined	2021-08-23
2021-03-31	$4,079,181	144,447	-43.2%	Shares	Defined	2021-05-17
2020-12-31	$5,945,525	254,191	+116.6%	Shares	Defined	2021-02-16
2020-09-30	$2,158,523	117,375	-0.1%	Shares	Defined	2020-11-13
2020-06-30	$2,350,680	117,534	+9.9%	Shares	Defined	2020-08-14
2020-03-31	$2,138,860	106,943	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.