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Equibles

HFWA

Heritage Financial Corp /Wa/

Company with tickers: HFWA

CIK
1046025
CUSIP
42722X106
Shares Outstanding
41,218,817
13F Activity (30d)
132 filings 128 filers

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Holders: 184
Total Value: $852,605,390
Total Shares: 32,792,515
Showing 1–100 of 184 holdings by value · page 1 of 2

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 184 13F filers · Δ vs Dec 31, 2025
Top Holder
17.0%
Jun 2023 → Mar 2026 · range 16.2% – 18.8%
+0.4 pts
Top 5
45.9%
Jun 2023 → Mar 2026 · range 45.9% – 51.2%
−4.3 pts
Top 10
61.9%
Jun 2023 → Mar 2026 · range 61.9% – 67.5%
−4.6 pts
HHI
601
Jun 2023 → Mar 2026 · range 601 – 676
Broadly held −51

Quarterly Activity

vs Dec 31, 2025
New
25
Increased
83
Decreased
45
Sold Out
15
Unchanged
31
Holder count: +10
Institutional value: +21.8%
Shares held: +10.8%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Mega BlackRock, Inc. +648,759 5,561,782
Mega WELLINGTON MANAGEMENT GROUP LLP +531,285 628,320
Mega STATE STREET CORP +223,067 1,796,525
Mega TWO SIGMA INVESTMENTS, LP +220,918 490,410
Small Rhino Investment Partners, Inc +144,515 330,459

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Mega ALLIANCEBERNSTEIN L.P. −162,040 1,144,920
Large RENAISSANCE TECHNOLOGIES LLC −89,612 188,341
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP −70,709 433,512
Mid ROYCE & ASSOCIATES LP −44,443 82,196
Mega BARCLAYS PLC −42,698 21,856

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Mega VANGUARD CAPITAL MANAGEMENT LLC 1,847,906 $48,045,556
Large Boston Partners 690,319 $17,948,294
Mega VANGUARD PORTFOLIO MANAGEMENT LLC 653,691 $16,995,966
Mega VANGUARD FIDUCIARY TRUST CO 266,902 $6,939,452
Micro Pacific Asset Management, LLC 49,050 $1,275,300

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Mega VANGUARD GROUP INC 2,412,325 $57,051,484
Large TWO SIGMA ADVISERS, LP 201,646 $4,768,927
Mega CITADEL ADVISORS LLC 98,557 $2,330,873
Mega JANE STREET GROUP, LLC 49,868 $1,179,377
Mid Y-Intercept (Hong Kong) Ltd 16,841 $398,289
Filter: New 25 Increased 83 Reduced 45 Sold out 15 Unchanged 31
Showing 100 of 184
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mega BlackRock, Inc. $144,606,332 16.96% 5,561,782
Mega JENNISON ASSOCIATES LLC $83,550,298 9.80% 3,213,473
Mega VICTORY CAPITAL MANAGEMENT INC $64,202,190 7.53% 2,469,315
Mega DIMENSIONAL FUND ADVISORS LP $50,868,402 5.97% 1,956,477
Mega VANGUARD CAPITAL MANAGEMENT LLC $48,045,556 5.64% 1,847,906
Mega STATE STREET CORP $46,709,650 5.48% 1,796,525
Mega ALLIANCEBERNSTEIN L.P. $29,767,920 3.49% 1,144,920
Mega GEODE CAPITAL MANAGEMENT, LLC $24,304,852 2.85% 934,802
Mid BASSWOOD CAPITAL MANAGEMENT, L.L.C. $18,171,504 2.13% 698,904
Large Boston Partners $17,948,294 2.11% 690,319
Mega VANGUARD PORTFOLIO MANAGEMENT LLC $16,995,966 1.99% 653,691
Mega WELLINGTON MANAGEMENT GROUP LLP $16,336,320 1.92% 628,320
Mid ALGEBRIS (UK) LTD $13,478,634 1.58% 518,409
Mega TWO SIGMA INVESTMENTS, LP $12,750,660 1.50% 490,410
Mega MORGAN STANLEY $12,475,658 1.46% 479,833
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $11,271,312 1.32% 433,512
Mega NORTHERN TRUST CORP Bank $10,741,016 1.26% 413,116
Mega Bank of New York Mellon Corp Bank $9,864,270 1.16% 379,395
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $9,803,118 1.15% 377,043
Small Rhino Investment Partners, Inc $8,591,934 1.01% 330,459
Mega GOLDMAN SACHS GROUP INC $8,113,482 0.95% 312,057
Mega MANUFACTURERS LIFE INSURANCE COMPANY, THE Insurance $8,043,178 0.94% 309,353
Mid BRIDGEWAY CAPITAL MANAGEMENT, LLC $7,503,054 0.88% 288,579
Mid HEARTLAND ADVISORS INC $7,150,000 0.84% 275,000
Large LORD, ABBETT & CO. LLC $7,083,362 0.83% 272,437
Large HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $7,021,014 0.82% 270,039
Mega VANGUARD FIDUCIARY TRUST CO Bank $6,939,452 0.81% 266,902
Mega Invesco Ltd. $6,636,890 0.78% 255,265
Large ProShare Advisors LLC $6,498,648 0.76% 249,948
Mega Nuveen, LLC $6,109,324 0.72% 234,974
Mega UBS Group AG $5,888,350 0.69% 226,475
Mid Dana Investment Advisors, Inc. $5,719,012 0.67% 219,962
Mega BANK OF AMERICA CORP /DE/ Bank $5,471,388 0.64% 210,438
Mega PRINCIPAL FINANCIAL GROUP INC $5,189,288 0.61% 199,588
Large Russell Investments Group, Ltd. $5,160,428 0.61% 198,478
Large RENAISSANCE TECHNOLOGIES LLC $4,896,866 0.57% 188,341
Small KILEY JUERGENS WEALTH MANAGEMENT, LLC $4,551,326 0.53% 175,051
Large GREAT LAKES ADVISORS, LLC $4,452,162 0.52% 171,237
Mega AQR CAPITAL MANAGEMENT LLC $4,392,336 0.52% 168,936
Large Empowered Funds, LLC $4,318,054 0.51% 166,079
Large Public Sector Pension Investment Board Pension $3,824,236 0.45% 147,086
Small MARTIN & CO INC /TN/ $3,585,374 0.42% 137,899
Mid DEPRINCE RACE & ZOLLO INC $3,420,716 0.40% 131,566
Mega RHUMBLINE ADVISERS $2,766,192 0.32% 106,392
Mega AMERIPRISE FINANCIAL INC $2,765,022 0.32% 106,347
Mega AMERICAN CENTURY COMPANIES INC $2,680,938 0.31% 103,113
Mid ROYCE & ASSOCIATES LP $2,137,096 0.25% 82,196
Mega Legal & General Group Plc $2,129,920 0.25% 81,920
Large SEI INVESTMENTS CO $2,062,684 0.24% 79,334
Mega ROYAL BANK OF CANADA Bank $1,979,328 0.23% 76,128
Large LSV ASSET MANAGEMENT $1,937,000 0.23% 74,500
Mega Swiss National Bank Bank $1,746,368 0.20% 67,168
Large KEYBANK NATIONAL ASSOCIATION/OH Bank $1,731,964 0.20% 66,614
Large Universal- Beteiligungs- und Servicegesellschaft mbH $1,688,570 0.20% 64,945
Large Connor, Clark & Lunn Investment Management Ltd. $1,685,658 0.20% 64,833
Large Quantinno Capital Management LP $1,433,770 0.17% 55,145
Small NWAM LLC $1,309,412 0.15% 50,362
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $1,303,354 0.15% 50,129
Mega PRICE T ROWE ASSOCIATES INC /MD/ $1,301,612 0.15% 50,062
Micro Pacific Asset Management, LLC $1,275,300 0.15% 49,050
Mega RAYMOND JAMES FINANCIAL INC $1,269,502 0.15% 48,827
Large VOYA INVESTMENT MANAGEMENT LLC $1,226,498 0.14% 47,173
Mega Vanguard Global Advisers, LLC $1,093,794 0.13% 42,069
Large FEDERATED HERMES, INC. $1,078,896 0.13% 41,496
Large PRUDENTIAL FINANCIAL INC $1,050,972 0.12% 40,422
Large LAZARD ASSET MANAGEMENT LLC $1,048,476 0.12% 40,326
Mid SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC $1,047,618 0.12% 40,293
Large Baird Financial Group, Inc. $994,370 0.12% 38,245
Large CANADA LIFE ASSURANCE Co Insurance $944,372 0.11% 36,322
Small Pacific Ridge Capital Partners, LLC $910,702 0.11% 35,027
Mega DEUTSCHE BANK AG\ Bank $866,450 0.10% 33,325
Mega FIRST TRUST ADVISORS LP $864,864 0.10% 33,264
Small Odyssean, LLC $829,842 0.10% 31,917
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $820,508 0.10% 31,558
Mega FMR LLC $786,396 0.09% 30,246
Mega CITIGROUP INC $775,528 0.09% 29,828
Large Rafferty Asset Management, LLC $765,310 0.09% 29,435
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $715,702 0.08% 27,527
Large Thrivent Financial for Lutherans $713,700 0.08% 27,450
Small GLOBEFLEX CAPITAL L P $709,800 0.08% 27,300
Mid State of Alaska, Department of Revenue $646,048 0.08% 24,848
Mega VANGUARD ASSET MANAGEMENT, Ltd $642,850 0.08% 24,725
Large Creative Planning $593,788 0.07% 22,838
Mid Penn Capital Management Company, LLC $591,110 0.07% 22,735
Mega BARCLAYS PLC $568,256 0.07% 21,856
Mid Badgley Phelps Wealth Managers, LLC $545,246 0.06% 20,971
Small Bensler, LLC $531,700 0.06% 20,450
Small Mengis Capital Management, Inc. $528,060 0.06% 20,310
Small Fourthstone LLC $519,220 0.06% 19,970
Large SG Americas Securities, LLC Broker-Dealer $508,846 0.06% 19,571
Mid GSA CAPITAL PARTNERS LLP $500,604 0.06% 19,254
Large STRS OHIO $499,200 0.06% 19,200
Mega JPMORGAN CHASE & CO $492,336 0.06% 18,936
Large Zurcher Kantonalbank (Zurich Cantonalbank) Bank $492,102 0.06% 18,927
Large GABELLI FUNDS LLC $486,954 0.06% 18,729
Large MetLife Investment Management, LLC $482,716 0.06% 18,566
Large Pathstone Holdings, LLC $479,882 0.06% 18,457
Mega WELLS FARGO & COMPANY/MN $479,570 0.06% 18,445
Mid Illinois Municipal Retirement Fund Pension $477,906 0.06% 18,381
Mid Louisiana State Employees Retirement System Pension $473,200 0.06% 18,200

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