Heritage Financial HFWA Institutional Ownership

NASDAQ HFWA

$27.89 +0.26 (+0.94%)

At close: Oct 1, 2026 · 4:00 PM EDT

Institutions by Trading Activity

192 Institutions

Increased 99 51.6%

Unchanged 36 18.8%

Reduced 57 29.7%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

81.62%

▼-3.14 pp QoQ

Shares Held by Institutions

33.53Mn

of 41.08Mn outstanding

▲+4.19% QoQ

Shares Outstanding

41.08Mn

7.55Mn held outside 13F filers

Institutional Investors

192

filed 13F for Jun 2026

▲+8 vs prior quarter

Net Shares Added (QoQ)

+1.35Mn

accumulated since last quarter

Value of Holdings

$926.45Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Heritage Financial Corp /Wa/ (NASDAQ:HFWA) has 192 institutional investors with active 13F positions as of June 2026.

They owned 81.6% of outstanding stock in June 2026, down from 84.8% the prior quarter.
Their total shares held in HFWA increased 4.19% quarter over quarter, and separately, investors owning Heritage Financial increased 12.28% from a year ago.
Among the 192 funds, 99 bought more Heritage Financial shares, 57 sold down, and 36 held their ground.
Altogether, these fund groups held 33.53Mn shares in HFWA by June 2026, up by 1.35Mn shares quarter on quarter, and up 5.17Mn shares year over year.
BlackRock, Inc. holds the largest position in HFWA at 5.81Mn shares as of June 30, 2026, or 14.15% of shares outstanding.
The largest buyers of Heritage Financial for the quarter ending June 2026 were Sixth Street Partners Management Company, L.P. (399.44K), JENNISON ASSOCIATES LLC (324.69K), BlackRock, Inc. (249.33K), Jpmorgan Chase & Co (226.82K), State Street Corp (185.73K).
The largest sales of HFWA for the quarter ending June 2026 came from ARROWSTREET CAPITAL, LIMITED PARTNERSHIP (135.39K), VICTORY CAPITAL MANAGEMENT INC (108.4K), TWO SIGMA INVESTMENTS, LP (101.2K), WELLINGTON MANAGEMENT GROUP LLP (100.21K), Goldman Sachs Group Inc (69.03K).
According to Business Quant data, leading holders of HFWA for June 2026 are BlackRock, Inc. (5.81Mn), JENNISON ASSOCIATES LLC (3.54Mn), VICTORY CAPITAL MANAGEMENT INC (2.36Mn), DIMENSIONAL FUND ADVISORS LP (2.04Mn), State Street Corp (1.98Mn), VANGUARD CAPITAL MANAGEMENT LLC (1.83Mn), ALLIANCEBERNSTEIN L.P. (1.14Mn), GEODE CAPITAL MANAGEMENT, LLC (1.1Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (749.71K), BASSWOOD CAPITAL MANAGEMENT, L.L.C. (689.01K).

Form 13F Holdings

192 Institutional Holders

Report period 30 Jun, 2026

Total shares held 33.53Mn

Of outstanding 81.62%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	5,811,114	14.15%	▲249,332	+4.48%	$172.13Mn
2	JENNISON ASSOCIATES LLC	0000053417	3,538,159	8.61%	▲324,686	+10.10%	$104.80Mn
3	VICTORY CAPITAL MANAGEMENT INC	0001040188	2,360,915	5.75%	▼108,400	-4.39%	$69.93Mn
4	DIMENSIONAL FUND ADVISORS LP	0000354204	2,044,399	4.98%	▲87,922	+4.49%	$60.55Mn
5	State Street Corp	0000093751	1,982,257	4.83%	▲185,732	+10.34%	$58.71Mn
6	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	1,834,712	4.47%	▼13,194	-0.71%	$54.34Mn
7	ALLIANCEBERNSTEIN L.P.	0001109448	1,136,479	2.77%	▼8,441	-0.74%	$29.55Mn
8	GEODE CAPITAL MANAGEMENT, LLC	0001214717	1,103,769	2.69%	▲168,967	+18.08%	$32.70Mn
9	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	749,714	1.83%	▲96,023	+14.69%	$22.21Mn
10	BASSWOOD CAPITAL MANAGEMENT, L.L.C.	0001085393	689,010	1.68%	▼9,894	-1.42%	$20.41Mn
11	Boston Partners	0001386060	677,105	1.65%	▼13,214	-1.91%	$20.05Mn
12	WELLINGTON MANAGEMENT GROUP LLP	0000902219	528,113	1.29%	▼100,207	-15.95%	$15.64Mn
13	ALGEBRIS (UK) LTD	0001700286	469,403	1.14%	▼49,006	-9.45%	$13.86Mn
14	Morgan Stanley	0000895421	455,987	1.11%	▼23,846	-4.97%	$13.51Mn
15	Northern Trust Corp	0000073124	440,623	1.07%	▲27,507	+6.66%	$13.05Mn
16	Sixth Street Partners Management Company, L.P.	0001812095	399,435	0.97%	▲399,435	0.00%	$11.83Mn
16	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	399,435	0.97%	▲22,392	+5.94%	$11.83Mn
17	Bank of New York Mellon Corp	0001390777	398,963	0.97%	▲19,568	+5.16%	$11.82Mn
18	TWO SIGMA INVESTMENTS, LP	0001179392	389,206	0.95%	▼101,204	-20.64%	$11.53Mn
19	Rhino Investment Partners, Inc	0001828776	373,459	0.91%	▲43,000	+13.01%	$11.06Mn

Showing 1 to 20 of 192 holders