Heritage Financial Corp /Wa/ (HFWA) Institutional Ownership

Ownership Summary

Heritage Financial Corp /Wa/ (NASDAQ:HFWA) has 168 institutional investors that have filed 13F reports for the period ending 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 the prior quarter, while the number of investors in HFWA decreased 1.75% year over year.
• During the quarter, 76 of these 168 funds increased positions in HFWA, 60 reduced exposure, and 32 held steady.
• Institutional investors collectively held 30.21Mn shares in Heritage Financial as of December 2025, up by 890.54K shares quarter on quarter, and up 1.77Mn shares year over year.
• BlackRock, Inc. holds the largest position in HFWA at 5.56Mn shares as of December 31, 2025, or 16.16% of shares outstanding.
• The most significant purchases of HFWA for the quarter ending December 2025 came from VANGUARD CAPITAL MANAGEMENT LLC (1.85Mn), Boston Partners (690.32K), VANGUARD PORTFOLIO MANAGEMENT LLC (653.69K), BlackRock, Inc. (648.76K), WELLINGTON MANAGEMENT GROUP LLP (531.28K).
• The biggest sellers of Heritage Financial for the quarter ending December 2025 included ALGEBRIS (UK) LTD (522.96K), ALLIANCEBERNSTEIN L.P. (162.04K), Empowered Funds, LLC (138.95K), RENAISSANCE TECHNOLOGIES LLC (89.61K), ARROWSTREET CAPITAL, LIMITED PARTNERSHIP (70.71K).
• Business Quant data shows the 10 biggest positions in Heritage Financial as of December 2025 are held by BlackRock, Inc. (5.56Mn), JENNISON ASSOCIATES LLC (3.21Mn), VICTORY CAPITAL MANAGEMENT INC (2.47Mn), DIMENSIONAL FUND ADVISORS LP (1.96Mn), VANGUARD CAPITAL MANAGEMENT LLC (1.85Mn), State Street Corp (1.8Mn), ALLIANCEBERNSTEIN L.P. (1.14Mn), GEODE CAPITAL MANAGEMENT, LLC (934.8K), BASSWOOD CAPITAL MANAGEMENT, L.L.C. (698.9K), Boston Partners (690.32K).