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HFWA · Heritage Financial Corp /Wa/

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$30.18 -0.23 (-0.76%) At close · Jul 22
Market Cap
$1.24B
Shares
41.22M

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.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 184
Total Value: $835,918,165
Total Shares: 32,139,725
Showing 1–100 of 184 holdings by value · page 1 of 2

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 183 13F filers
Top Holder
17.3%
Jun 2023 → Mar 2026 · range 16.2% – 18.8%
of institutional value
Top 5
46.8%
Jun 2023 → Mar 2026 · range 46.2% – 51.2%
of institutional value
Top 10
63.2%
Jun 2023 → Mar 2026 · range 62.8% – 67.5%
of institutional value
HHI
621
Jun 2023 → Mar 2026 · range 621 – 676
Broadly held
Showing 100 of 184
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mega BlackRock, Inc. $144,606,332 17.30% 5,561,782
Mega JENNISON ASSOCIATES LLC $83,550,298 10.00% 3,213,473
Mega VICTORY CAPITAL MANAGEMENT INC $64,202,190 7.68% 2,469,315
Mega DIMENSIONAL FUND ADVISORS LP $50,868,402 6.09% 1,956,477
Mega VANGUARD CAPITAL MANAGEMENT LLC $48,045,556 5.75% 1,847,906
Mega STATE STREET CORP $46,709,650 5.59% 1,796,525
Mega ALLIANCEBERNSTEIN L.P. $29,767,920 3.56% 1,144,920
Mega GEODE CAPITAL MANAGEMENT, LLC $24,304,852 2.91% 934,802
Mid BASSWOOD CAPITAL MANAGEMENT, L.L.C. $18,171,504 2.17% 698,904
Large Boston Partners $17,948,294 2.15% 690,319
Mega WELLINGTON MANAGEMENT GROUP LLP $16,336,320 1.95% 628,320
Mid ALGEBRIS (UK) LTD $13,478,634 1.61% 518,409
Mega TWO SIGMA INVESTMENTS, LP $12,750,660 1.53% 490,410
Mega MORGAN STANLEY $12,475,658 1.49% 479,833
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $11,271,312 1.35% 433,512
Mega NORTHERN TRUST CORP Bank $10,741,016 1.28% 413,116
Mega Bank of New York Mellon Corp Bank $9,864,270 1.18% 379,395
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $9,803,118 1.17% 377,043
Small Rhino Investment Partners, Inc $8,591,934 1.03% 330,459
Mega GOLDMAN SACHS GROUP INC $8,113,482 0.97% 312,057
Mega MANUFACTURERS LIFE INSURANCE COMPANY, THE Insurance $8,043,178 0.96% 309,353
Mid BRIDGEWAY CAPITAL MANAGEMENT, LLC $7,503,054 0.90% 288,579
Mid HEARTLAND ADVISORS INC $7,150,000 0.86% 275,000
Large LORD, ABBETT & CO. LLC $7,083,362 0.85% 272,437
Large HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $7,021,014 0.84% 270,039
Mega VANGUARD FIDUCIARY TRUST CO Bank $6,939,452 0.83% 266,902
Mega Invesco Ltd. $6,636,890 0.79% 255,265
Large ProShare Advisors LLC $6,498,648 0.78% 249,948
Mega Nuveen, LLC $6,109,324 0.73% 234,974
Mega UBS Group AG $5,888,350 0.70% 226,475
Mid Dana Investment Advisors, Inc. $5,719,012 0.68% 219,962
Mega BANK OF AMERICA CORP /DE/ Bank $5,471,388 0.65% 210,438
Mega PRINCIPAL FINANCIAL GROUP INC $5,189,288 0.62% 199,588
Large Russell Investments Group, Ltd. $5,160,428 0.62% 198,478
Large RENAISSANCE TECHNOLOGIES LLC $4,896,866 0.59% 188,341
Small KILEY JUERGENS WEALTH MANAGEMENT, LLC $4,551,326 0.54% 175,051
Large GREAT LAKES ADVISORS, LLC $4,452,162 0.53% 171,237
Mega AQR CAPITAL MANAGEMENT LLC $4,392,336 0.53% 168,936
Large Empowered Funds, LLC $4,318,054 0.52% 166,079
Large Public Sector Pension Investment Board Pension $3,824,236 0.46% 147,086
Small MARTIN & CO INC /TN/ $3,585,374 0.43% 137,899
Mid DEPRINCE RACE & ZOLLO INC $3,420,716 0.41% 131,566
Mega RHUMBLINE ADVISERS $2,766,192 0.33% 106,392
Mega AMERIPRISE FINANCIAL INC $2,765,022 0.33% 106,347
Mega AMERICAN CENTURY COMPANIES INC $2,680,938 0.32% 103,113
Mid ROYCE & ASSOCIATES LP $2,137,096 0.26% 82,196
Mega Legal & General Group Plc $2,129,920 0.25% 81,920
Large SEI INVESTMENTS CO $2,062,684 0.25% 79,334
Mega ROYAL BANK OF CANADA Bank $1,979,328 0.24% 76,128
Large LSV ASSET MANAGEMENT $1,937,000 0.23% 74,500
Mega Swiss National Bank Bank $1,746,368 0.21% 67,168
Large KEYBANK NATIONAL ASSOCIATION/OH Bank $1,731,964 0.21% 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 0.16% 50,362
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $1,303,354 0.16% 50,129
Mega PRICE T ROWE ASSOCIATES INC /MD/ $1,301,612 0.16% 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 0.15% 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 0.13% 40,422
Large LAZARD ASSET MANAGEMENT LLC $1,048,476 0.13% 40,326
Mid SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC $1,047,618 0.13% 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 0.09% 27,527
Large Thrivent Financial for Lutherans $713,700 0.09% 27,450
Small GLOBEFLEX CAPITAL L P $709,800 0.08% 27,300
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 0.07% 20,971
Mid State of Alaska, Department of Revenue $537,039 0.06% 18,131
Mid Louisiana State Employees Retirement System Pension $536,122 0.06% 18,100
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 Waverly Advisors, LLC $445,094 0.05% 17,119
Key facts CIK 1046025 CUSIP 42722X106 13F (30d) 19 filings 19 filers Visit website Investor relations

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