Heritage Financial Corp /Wa/ (HFWA) Institutional Ownership

Ownership Summary

Heritage Financial Corp /Wa/ (NASDAQ:HFWA) currently has 52 active institutional owners and shareholders as of today (December 2025), that have filed 13F forms with the Securities Exchange Commission (SEC).

• The percentage of Heritage Financial owned by institutions changed from 84.1% in September 2025 to 19.8% in December 2025, marking a slight down trend.
• The company experienced a 2.71% quarterly change in institutional shares held, alongside a decrease of 69.59% in total owners annually.
• Among the 52 institutional holders of Heritage Financial, 23 added to their stakes while 12 trimmed their positions and 17 held steady.
• The aggregate institutional position in Heritage Financial now stands at 6.88Mn shares as of December 2025, after investors increased their holdings (up by 181.72K shares quarter on quarter which is down 20.83Mn shares year over year).
• With 3.11Mn shares, JENNISON ASSOCIATES LLC commands the largest institutional position in Heritage Financial as of December 31, 2025, equating to 8.96% of the company.
• Among the most significant buyers of Heritage Financial during December 2025 were DEPRINCE RACE & ZOLLO INC (50.35K), VANGUARD GROUP INC (45.42K), JENNISON ASSOCIATES LLC (27.14K), Badgley Phelps Wealth Managers, LLC (12.29K), SG Americas Securities, LLC (11.99K).
• Leading sellers of Heritage Financial stock in December 2025 included COMERICA BANK (1.88K), YOUSIF CAPITAL MANAGEMENT, LLC (1.37K), TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY (1.11K), Arizona State Retirement System (620), Versant Capital Management, Inc (487).
• The top 10 institutional holders of Heritage Financial for the quarter ending December 2025 included JENNISON ASSOCIATES LLC (3.11Mn), VANGUARD GROUP INC (2.41Mn), Dana Investment Advisors, Inc. (220.46K), PRINCIPAL FINANCIAL GROUP INC (199.18K), KILEY JUERGENS WEALTH MANAGEMENT, LLC (177.45K), DEPRINCE RACE & ZOLLO INC (120.87K), UBS Group AG (106.52K), KEYBANK NATIONAL ASSOCIATION/OH (65.05K), Universal- Beteiligungs- und Servicegesellschaft mbH (59.87K), NWAM LLC (53.25K).