Heritage Financial Corp /Wa/ (HFWA) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

34,413,386Shares Outstanding

30,398,342Shares held by institutions

$793,396,726Value of institutional holdings

88.33%Institutional ownership %

3.25%Shares Changed QoQ

168No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Heritage Financial Corp /Wa/ (NASDAQ:HFWA) has 168 institutional investors with active 13F positions as of December 2025.

Their combined ownership stood at 87.8% of outstanding shares in December 2025, up from 85.7% in September 2025.
Their total shares held in HFWA increased 3.04% quarter over quarter, and separately, investors owning Heritage Financial decreased 1.75% from a year ago.
Among the 168 funds, 76 bought more Heritage Financial shares, 60 sold down, and 32 held their ground.
Altogether, these fund groups held 30.21Mn shares in HFWA by December 2025, up by 890.54K shares quarter on quarter, and up 1.77Mn shares year over year.
BlackRock, Inc. is the top holder of Heritage Financial as of December 31, 2025, with 4.91Mn shares representing 14.28% of outstanding stock.
Leading buyers of Heritage Financial shares for the quarter ending December 2025 were ALGEBRIS (UK) LTD (595.61K), BASSWOOD CAPITAL MANAGEMENT, L.L.C. (376.37K), Goldman Sachs Group Inc (242.56K), Rhino Investment Partners, Inc (185.94K), BlackRock, Inc. (185.82K).
The largest sellers of Heritage Financial for the quarter ending December 2025 were WELLINGTON MANAGEMENT GROUP LLP (366.37K), Ameriprise Financial Inc (237.49K), Bank Of America Corp /De/ (211.17K), VICTORY CAPITAL MANAGEMENT INC (190.64K), Barclays Plc (109.0K).
Per Business Quant data, the top 10 holders of Heritage Financial for the quarter ending December 2025 are BlackRock, Inc. (4.91Mn), JENNISON ASSOCIATES LLC (3.11Mn), VICTORY CAPITAL MANAGEMENT INC (2.44Mn), VANGUARD GROUP INC (2.41Mn), DIMENSIONAL FUND ADVISORS LP (1.98Mn), State Street Corp (1.57Mn), ALLIANCEBERNSTEIN L.P. (1.31Mn), ALGEBRIS (UK) LTD (1.04Mn), GEODE CAPITAL MANAGEMENT, LLC (842.6K), BASSWOOD CAPITAL MANAGEMENT, L.L.C. (607.1K).

168 Institutional Holders

30,398,342 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	4,913,023	185,821	3.93%	$116,192,988.00
JENNISON ASSOCIATES LLC	31 Dec, 2025	3,107,165	27,143	0.88%	$73,484,451.00
VICTORY CAPITAL MANAGEMENT INC	31 Dec, 2025	2,435,692	-190,642	-7.26%	$57,604,116.00
VANGUARD GROUP INC	31 Dec, 2025	2,412,325	45,422	1.92%	$57,051,487.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	1,978,610	-49,683	-2.45%	$46,794,955.00
State Street Corp	31 Dec, 2025	1,573,458	48,765	3.20%	$37,212,282.00
ALLIANCEBERNSTEIN L.P.	31 Dec, 2025	1,306,960	-37,200	-2.77%	$30,909,604.00
ALGEBRIS (UK) LTD	31 Dec, 2025	1,041,372	595,612	133.62%	$24,639,970.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	842,598	4,170	0.50%	$19,929,064.00
BASSWOOD CAPITAL MANAGEMENT, L.L.C.	31 Dec, 2025	607,105	376,368	163.12%	$14,358,033.00
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	31 Dec, 2025	504,221	1,351	0.27%	$11,924,827.00
Morgan Stanley	31 Dec, 2025	399,617	51,084	14.66%	$9,450,974.00
Goldman Sachs Group Inc	31 Dec, 2025	379,288	242,557	177.40%	$8,970,182.00
Northern Trust Corp	31 Dec, 2025	376,622	-22,037	-5.53%	$8,907,111.00
Bank of New York Mellon Corp	31 Dec, 2025	366,526	25,061	7.34%	$8,668,333.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	326,536	-1,274	-0.39%	$7,722,576.00
MANUFACTURERS LIFE INSURANCE COMPANY, THE	31 Dec, 2025	314,186	-3,800	-1.20%	$7,430,499.00
Empowered Funds, LLC	31 Dec, 2025	305,030	167,295	121.46%	$7,213,960.00
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	31 Dec, 2025	282,819	2,300	0.82%	$6,688,669.00
RENAISSANCE TECHNOLOGIES LLC	31 Dec, 2025	277,953	-7,877	-2.76%	$6,573,588.00

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