HFWA · Heritage Financial Corp · Shareholders & Ownership
$29.15
+0.63 (+2.21%)
At close · Oct 23
Return incl. dividend (before tax)
Market Cap
$1.19B
Shares
40.92M
Volume · Oct 23
462.48K
Avg daily vol (3M)
374.06K
Every disclosed holder of HFWA in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns HFWA
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 33,161,034 | 81.05% |
| Insiders (Forms 3, 4, 5) | 0 | 0.00% |
| 13D/G-only blocks | 0 | 0.00% |
| Remaining | 7,754,524 | 18.95% |
| Registered funds (N-PORT, not summed) | 18,634,922 | 45.54% |
Shares outstanding: 40,915,558, the issuer's latest cover-page count restated onto today's split basis.
Insiders are listed but not summed: the issuer has more than one class of common stock and Forms 3, 4 and 5 report one issuer-wide balance across them.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of HFWA
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
BlackRock, Inc.
13F
CIK 2012383 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
5,811,114 | ||
| 1.1 |
iShares Core S&P Small-Cap ETF
Fund
S000004313 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
2,479,579 | ||
| 1.2 |
iShares Russell 2000 ETF
Fund
S000004344 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
1,094,182 | ||
| 1.3 |
iShares Russell 2000 Value ETF
Fund
S000004342 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
356,655 | ||
| 1.4 |
iShares S&P Small-Cap 600 Value ETF
Fund
S000004316 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
354,515 | ||
| 1.5 |
iShares Core S&P Total U.S. Stock Market ETF
Fund
S000004317 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
68,433 | ||
| 2 |
JENNISON ASSOCIATES LLC
13F
CIK 53417 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,538,159 | ||
| 3 |
VICTORY CAPITAL MANAGEMENT INC
13F
CIK 1040188 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,360,915 | ||
| 3.1 |
Victory Sycamore Small Company Opportunity Fund
Fund
S000000800 · Registered fund · Jun 30, 2026
Victory Portfolios, not summed
|
1,795,000 | ||
| 3.2 |
Victory Extended Market Index Fund
Fund
S000012941 · Registered fund · Jul 31, 2026
Victory Portfolios III, not summed
|
4,694 | ||
| 3.3 |
VictoryShares Hedged Equity Income ETF
Fund
S000085473 · Registered fund · Dec 31, 2025
Victory Portfolios II, not summed
|
4,477 | ||
| 4 |
DIMENSIONAL FUND ADVISORS LP
13G
CIK 354204 · Registered investment adviser · Sep 30, 2026
Rule 13d-1(b), qualified institution, not summed
|
2,269,348 | ||
| 4.1 |
DIMENSIONAL FUND ADVISORS LP
13F
CIK 354204 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,044,399 | ||
| 4.2 |
U.S. SMALL CAP VALUE PORTFOLIO
Fund
S000000987 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
469,752 | ||
| 4.3 |
Dimensional US Small Cap Value ETF
Fund
S000075151 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
219,120 | ||
| 4.4 |
U.S. Targeted Value Portfolio
Fund
S000000970 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
215,277 | ||
| 4.5 |
Dimensional U.S. Targeted Value ETF
Fund
S000070901 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
208,921 | ||
| 5 |
|
1,982,257 | ||
| 5.1 |
State Street(R) SPDR(R) S&P(R) Regional Banking ETF
Fund
S000012325 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
389,721 | ||
| 5.2 |
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF
Fund
S000041317 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
378,211 | ||
| 5.3 |
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF
Fund
S000006974 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
210,963 | ||
| 5.4 |
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO
Fund
S000050332 · Registered fund · Jun 30, 2026
STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
|
13,600 | ||
| 5.5 |
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF
Fund
S000006973 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
6,616 | ||
| 6 |
VANGUARD CAPITAL MANAGEMENT LLC
13F
CIK 2100119 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,834,712 | ||
| 7 |
PGIM Jennison Small Company Fund
Fund
S000004629 · Registered fund · Jun 30, 2026
Prudential Jennison Small Co Fund, Inc., not summed
|
1,571,419 | ||
| 8 |
VANGUARD TOTAL STOCK MARKET INDEX FUND
Fund
S000002848 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
1,315,283 | ||
| 9 |
ALLIANCEBERNSTEIN L.P.
13F
CIK 1109448 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,136,479 | ||
| 9.1 |
AB Small Cap Value Portfolio
Fund
S000045542 · Registered fund · Jun 30, 2026
AB CAP FUND, INC., not summed
|
212,653 | ||
| 9.2 |
Small Cap Core Portfolio
Fund
S000051867 · Registered fund · Jun 30, 2026
Bernstein Fund Inc, not summed
|
142,373 | ||
| 10 |
GEODE CAPITAL MANAGEMENT, LLC
13F
CIK 1214717 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,103,769 | ||
| 11 |
VANGUARD PORTFOLIO MANAGEMENT LLC
13F
CIK 2100121 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
749,714 | ||
| 12 |
BASSWOOD CAPITAL MANAGEMENT, L.L.C.
13F
CIK 1085393 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
689,010 | ||
| 13 |
Boston Partners
13F
CIK 1386060 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
677,105 | ||
| 14 |
WELLINGTON MANAGEMENT GROUP LLP
13F
CIK 902219 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
528,113 | ||
| 15 |
VANGUARD EXTENDED MARKET INDEX FUND
Fund
S000002841 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
476,458 | ||
| 16 |
ALGEBRIS (UK) LTD
13F
CIK 1700286 · Exempt reporting adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
469,403 | ||
| 17 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
455,987 | ||
| 17.1 |
E*TRADE No Fee Total Market Index Fund
Fund
S000090722 · Registered fund · Jul 31, 2026
E Trade Trust, not summed
|
17 | ||
| 18 |
NORTHERN TRUST CORP
13F
CIK 73124 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
440,623 | ||
| 18.1 |
Small Cap Index Fund
Fund
S000001245 · Registered fund · Jun 30, 2026
Northern Funds, not summed
|
21,000 | ||
| 18.2 |
FlexShares Morningstar US Market Factor Tilt Index Fund
Fund
S000033312 · Registered fund · Jul 31, 2026
FlexShares Trust, not summed
|
5,357 | ||
| 18.3 |
Small Cap Core Fund
Fund
S000001244 · Registered fund · Jun 30, 2026
Northern Funds, not summed
|
4,945 | ||
| 19 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
CIK 884546 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
399,435 | ||
| 19.1 |
Schwab U.S. Small-Cap ETF
Fund
S000026636 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
198,751 | ||
| 19.2 |
Schwab Small-Cap Index Fund
Fund
S000005912 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
|
100,546 | ||
| 19.3 |
Schwab U.S. Broad Market ETF
Fund
S000026631 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
26,920 | ||
| 19.4 |
Schwab Total Stock Market Index Fund
Fund
S000005913 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
|
24,137 | ||
| 20 |
Bank of New York Mellon Corp
13F
CIK 1390777 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
398,963 | ||
| 21 |
TWO SIGMA INVESTMENTS, LP
13F
CIK 1179392 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
389,206 | ||
| 22 |
Rhino Investment Partners, Inc
13F
CIK 1828776 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
373,459 | ||
| 23 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE
13F
CIK 928047 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
|
308,640 | ||
| 23.1 |
Regional Bank Fund
Fund
S000000635 · Registered fund · Jul 31, 2026
John Hancock Investment Trust II, not summed
|
185,349 | ||
| 24 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC
13F
CIK 1107261 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
301,412 | ||
| 24.1 |
Omni Small-Cap Value Fund
Fund
S000033567 · Registered fund · Jun 30, 2026
Bridgeway Funds, Inc., not summed
|
122,500 | ||
| 25 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
13F
CIK 1164508 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
298,120 | ||
| 26 |
HEARTLAND ADVISORS INC
13F
CIK 937394 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
275,000 | ||
| 26.1 |
Heartland Value Fund
Fund
S000003523 · Registered fund · Jun 30, 2026
HEARTLAND GROUP INC., not summed
|
275,000 | ||
| 27 |
VANGUARD FIDUCIARY TRUST CO
13F
CIK 933478 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
274,788 | ||
| 28 |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC
13F
CIK 1164833 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
264,739 | ||
| 28.1 |
Hotchkis and Wiley Small Cap Diversified Value Fund
Fund
S000045868 · Registered fund · Jun 30, 2026
HOTCHKIS & WILEY FUNDS/DE/, not summed
|
68,600 | ||
| 29 |
Invesco Ltd.
13F
CIK 914208 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
260,870 | ||
| 29.1 |
Invesco S&P SmallCap Value with Momentum ETF
Fund
S000003025 · Registered fund · Jul 31, 2026
Invesco Exchange-Traded Fund Trust, not summed
|
173,804 | ||
| 29.2 |
Invesco RAFI US 1500 Small-Mid ETF
Fund
S000013120 · Registered fund · Jul 31, 2026
Invesco Exchange-Traded Fund Trust, not summed
|
29,639 | ||
| 29.3 |
Invesco S&P SmallCap 600 Revenue ETF
Fund
S000064596 · Registered fund · May 31, 2026
Invesco Exchange-Traded Fund Trust II, not summed
|
14,762 | ||
| 29.4 |
Invesco S&P SmallCap 600 QVM Multi-Factor ETF
Fund
S000072320 · Registered fund · May 31, 2026
Invesco Exchange-Traded Fund Trust II, not summed
|
5,430 | ||
| 29.5 |
Invesco Russell 2000 Dynamic Multifactor ETF
Fund
S000064608 · Registered fund · May 31, 2026
Invesco Exchange-Traded Self-Indexed Fund Trust, not summed
|
3,727 | ||
| 30 |
JPMORGAN CHASE & CO
13F
CIK 19617 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
245,754 | ||
| 31 |
|
244,361 | ||
| 31.1 |
Nuveen Quant Small Cap Equity Fund
Fund
S000005386 · Registered fund · Jul 31, 2026
TIAA-CREF Funds, not summed
|
82,500 | ||
| 31.2 |
Nuveen Small Cap Blend Index Fund
Fund
S000005367 · Registered fund · Jul 31, 2026
TIAA-CREF Funds, not summed
|
55,184 | ||
| 31.3 |
Nuveen Equity Index Fund
Fund
S000005360 · Registered fund · Jul 31, 2026
TIAA-CREF Funds, not summed
|
28,777 | ||
| 31.4 |
Nuveen Life Small Cap Equity Fund
Fund
S000005093 · Registered fund · Jun 30, 2026
TIAA-CREF Life Funds, not summed
|
3,136 | ||
| 31.5 |
TIAA Separate Account VA-1 - Stock Index Account
Fund
S000005098 · Registered fund · Jun 30, 2026
TIAA Separate Account VA-1, not summed
|
1,150 | ||
| 32 |
GOLDMAN SACHS GROUP INC
13F
CIK 886982 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
243,025 | ||
| 32.1 |
Multi-Manager U.S. Small Cap Equity Fund
Fund
S000051363 · Registered fund · Apr 30, 2026
Goldman Sachs Trust II, not summed
|
30,258 | ||
| 32.2 |
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF
Fund
S000048296 · Registered fund · May 31, 2026
Goldman Sachs ETF Trust, not summed
|
11,033 | ||
| 32.3 |
Goldman Sachs Multi-Manager Global Equity Fund
Fund
S000049146 · Registered fund · Jul 31, 2026
Goldman Sachs Trust II, not summed
|
8,090 | ||
| 32.4 |
Goldman Sachs Absolute Return Tracker Fund
Fund
S000020314 · Registered fund · Aug 31, 2026
GOLDMAN SACHS TRUST, not summed
|
5,967 | ||
| 33 |
Small-Cap Value Series
Fund
S000007001 · Registered fund · May 31, 2026
LORD ABBETT RESEARCH FUND INC, not summed
|
238,127 | ||
| 34 |
ProShare Advisors LLC
13F
CIK 1357955 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
237,229 | ||
| 34.1 |
ProShares Russell 2000 Dividend Growers ETF
Fund
S000047885 · Registered fund · May 31, 2026
ProShares Trust, not summed
|
246,372 | ||
| 34.2 |
ProShares Russell 2000 High Income ETF
Fund
S000087688 · Registered fund · May 31, 2026
ProShares Trust, not summed
|
1,606 | ||
| 34.3 |
ProShares UltraPro Russell2000
Fund
S000024921 · Registered fund · May 31, 2026
ProShares Trust, not summed
|
1,270 | ||
| 34.4 |
ProShares Ultra Russell2000
Fund
S000014248 · Registered fund · May 31, 2026
ProShares Trust, not summed
|
1,256 | ||
| 34.5 |
ProShares Ultra SmallCap600
Fund
S000014259 · Registered fund · May 31, 2026
ProShares Trust, not summed
|
492 | ||
| 35 |
Dana Investment Advisors, Inc.
13F
CIK 1427514 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
216,374 | ||
| 36 |
PRINCIPAL FINANCIAL GROUP INC
13F
CIK 1126328 · Insurance company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
199,215 | ||
| 36.1 |
SmallCap Value Fund II
Fund
S000007169 · Registered fund · Jul 31, 2026
Principal Funds, Inc, not summed
|
45,587 | ||
| 36.2 |
SmallCap S&P 600 Index Fund
Fund
S000007203 · Registered fund · Jul 31, 2026
Principal Funds, Inc, not summed
|
30,369 | ||
| 37 |
BANK OF AMERICA CORP /DE/
13F
CIK 70858 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
187,594 | ||
| 38 |
Empowered Funds, LLC
13F
CIK 1592828 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
178,912 | ||
| 38.1 |
EA Bridgeway Omni Small-Cap Value ETF
Fund
S000078089 · Registered fund · Jun 30, 2026
EA Series Trust, not summed
|
178,912 | ||
| 39 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC
13F
CIK 1723223 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
175,064 | ||
| 40 |
VANGUARD RUSSELL 2000 INDEX FUND
Fund
S000030003 · Registered fund · May 31, 2026
VANGUARD SCOTTSDALE FUNDS, not summed
|
175,056 | ||
| 41 |
|
171,498 | ||
| 42 |
Boston Partners Small Cap Value Fund II
Fund
S000001094 · Registered fund · May 31, 2026
RBB Fund, Inc., not summed
|
156,383 | ||
| 43 |
GREAT LAKES ADVISORS, LLC
13F
CIK 1078013 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
155,487 | ||
| 44 |
PGIM Jennison Blend Fund
Fund
S000004514 · Registered fund · May 29, 2026
Prudential Jennison Blend Fund, Inc., not summed
|
153,493 | ||
| 45 |
VANGUARD TAX-MANAGED SMALL-CAP FUND
Fund
S000004387 · Registered fund · Jun 30, 2026
VANGUARD TAX-MANAGED FUNDS, not summed
|
149,298 | ||
| 46 |
Russell Investments Group, Ltd.
13F
CIK 1692234 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
147,072 | ||
| 46.1 |
U.S. Small Cap Equity Fund
Fund
S000001586 · Registered fund · Jul 31, 2026
RUSSELL INVESTMENT CO, not summed
|
35,871 | ||
| 46.2 |
U.S. Small Cap Equity Fund
Fund
S000006864 · Registered fund · Jun 30, 2026
RUSSELL INVESTMENT FUNDS, not summed
|
8,573 | ||
| 46.3 |
Russell Investments U.S. Small Cap Equity ETF
Fund
S000089990 · Registered fund · Jun 30, 2026
Russell Investments Exchange Traded Funds, not summed
|
4,641 | ||
| 47 |
VANGUARD S&P SMALL-CAP 600 INDEX FUND
Fund
S000030017 · Registered fund · May 31, 2026
VANGUARD ADMIRAL FUNDS, not summed
|
142,207 | ||
| 48 |
Public Sector Pension Investment Board
13F
CIK 1396318 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
|
141,570 | ||
| 49 |
MARTIN & CO INC /TN/
13F
CIK 1008868 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
136,107 | ||
| 50 |
AQR CAPITAL MANAGEMENT LLC
13F
CIK 1167557 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
132,958 |
36 more nested rows are not shown here; Every filing lists them all.
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.
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Key facts
CIK
1046025
CUSIP
42722X106
13F (30d)
33 filings
33 filers
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