Heritage Financial Corp /Wa/ (HFWA) Institutional Ownership

Ownership Summary

The institutional landscape for Heritage Financial Corp /Wa/ (NASDAQ:HFWA) includes 170 filers as of the latest reporting cycle ending September 2025.

• These investors collectively held 84.1% of the company's total shares outstanding in September 2025, down from 84.7% in June 2025.
• In percentage terms, this reflects as a holdings change of 2.78% quarter on quarter, and an increase of 3.03% year over year.
• Among the 170 institutional holders of Heritage Financial, 71 added to their stakes while 67 trimmed their positions and 32 held steady.
• This class of investors increased its holdings in Heritage Financial to 29.17Mn shares for the 13F-cycle ending September 2025, up by 789.90K shares quarter on quarter, and up 1.62Mn shares year over year.
• BlackRock, Inc.'s holding of 4.73Mn shares as of September 30, 2025 makes it the primary institutional investor in Heritage Financial, owning 13.63% of the stock.
• Among the most significant buyers of Heritage Financial during September 2025 were WELLINGTON MANAGEMENT GROUP LLP (463.40K), ALGEBRIS (UK) LTD (445.76K), VICTORY CAPITAL MANAGEMENT INC (220.27K), JENNISON ASSOCIATES LLC (102.71K), TWO SIGMA INVESTMENTS, LP (73.59K).
• Leading sellers of Heritage Financial stock in September 2025 included BlackRock, Inc. (167.18K), STATE STREET CORP (62.62K), KILEY JUERGENS WEALTH MANAGEMENT, LLC (55.44K), VANGUARD GROUP INC (52.83K), UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC (47.37K).
• The top 10 institutional holders of Heritage Financial for the quarter ending September 2025 included BlackRock, Inc. (4.73Mn), JENNISON ASSOCIATES LLC (3.08Mn), VICTORY CAPITAL MANAGEMENT INC (2.63Mn), VANGUARD GROUP INC (2.37Mn), DIMENSIONAL FUND ADVISORS LP (2.03Mn), STATE STREET CORP (1.52Mn), ALLIANCEBERNSTEIN L.P. (1.34Mn), GEODE CAPITAL MANAGEMENT, LLC (838.43K), ARROWSTREET CAPITAL, LIMITED PARTNERSHIP (502.87K), WELLINGTON MANAGEMENT GROUP LLP (463.40K).