Heritage Financial Corp /Wa/ (HFWA) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

34,413,386Shares Outstanding

30,398,342Shares held by institutions

$837,778,306Value 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) showed up in the 13F filings of 168 institutional investors as of December 2025.

Their combined ownership stood at 87.8% of outstanding shares in December 2025, up from 85.7% in September 2025.
They increased total shares held in Heritage Financial by 3.04% from last quarter, and the number of investors in HFWA decreased 1.75% annually.
Among the 168 funds, 76 bought more Heritage Financial shares, 60 sold down, and 32 held their ground.
Combined, these investors held 30.21Mn shares in HFWA for December 2025, up by 890.54K shares quarter on quarter, and up 1.77Mn shares year over year.
DEPRINCE RACE & ZOLLO INC leads ownership in HFWA with 131.57K shares as of December 31, 2025, equal to 0.38% of outstanding shares.
The most significant purchases of HFWA for the quarter ending December 2025 came from DEPRINCE RACE & ZOLLO INC (10.7K), State of Alaska, Department of Revenue (3.01K), Louisiana State Employees Retirement System (2.6K), SG Americas Securities, LLC (2.1K), YOUSIF CAPITAL MANAGEMENT, LLC (1.7K).
The largest sales of HFWA for the quarter ending December 2025 came from Badgley Phelps Wealth Managers, LLC (6.14K), STRS OHIO (3.3K), Sterling Capital Management LLC (883), MassMutual Private Wealth & Trust, FSB (387), Farther Finance Advisors, LLC (5).
Heritage Financial's 10 largest shareholders as of December 2025 include DEPRINCE RACE & ZOLLO INC (131.57K), KEYBANK NATIONAL ASSOCIATION/OH (66.61K), State of Alaska, Department of Revenue (24.85K), Badgley Phelps Wealth Managers, LLC (20.97K), SG Americas Securities, LLC (19.57K), STRS OHIO (19.2K), Louisiana State Employees Retirement System (18.2K), YOUSIF CAPITAL MANAGEMENT, LLC (10.82K), Aspire Capital Advisors LLC (8.76K), CGC Financial Services, LLC (6.16K) per Business Quant data.

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

1 - 20 of 168

Research Tools