Heritage Financial Corp /Wa/ (HFWA) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

34,852,727Shares Outstanding

695,095Shares held by institutions

$19,726,796Value of institutional holdings

83.77%Institutional ownership %

1.75%Shares Changed QoQ

163No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Heritage Financial Corp /Wa/ (NASDAQ:HFWA) currently has 163 active institutional owners and shareholders as of today (December 2025), that have filed 13F forms with the Securities Exchange Commission (SEC).

These investors collectively held 83.8% of the company's total shares outstanding in December 2025, up from 83.7% in September 2025.
Quarterly data indicates a 1.75% shift in institutional share volume, and the annual owner count reflects a decrease of 4.68%.
Of these 163 institutional investors, 74 increased their holdings in Heritage Financial, while 57 of them reduced positions, and 32 investors maintained their exposure.
The total number of shares held by institutions in Heritage Financial increased to 29.20Mn as of December 2025, a net change of up by 502.10K shares quarter on quarter, and up 1.48Mn shares year over year.
As of December 31, 2025, BlackRock, Inc. held Heritage Financial's largest shareholding position with over 4.91Mn shares, representing 14.10% of total outstanding shares.
Among the most significant buyers of Heritage Financial during December 2025 were BASSWOOD CAPITAL MANAGEMENT, L.L.C. (376.37K), Rhino Investment Partners, Inc (185.94K), BlackRock, Inc. (185.82K), CITADEL ADVISORS LLC (86.02K), ALGEBRIS (UK) LTD (74.93K).
Leading sellers of Heritage Financial stock in December 2025 included WELLINGTON MANAGEMENT GROUP LLP (366.37K), AMERIPRISE FINANCIAL INC (237.49K), VICTORY CAPITAL MANAGEMENT INC (190.64K), DIMENSIONAL FUND ADVISORS LP (49.68K), LORD, ABBETT & CO. LLC (48.98K).
The top 10 institutional holders of Heritage Financial for the quarter ending December 2025 included 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), GEODE CAPITAL MANAGEMENT, LLC (842.60K), BASSWOOD CAPITAL MANAGEMENT, L.L.C. (607.11K), ALGEBRIS (UK) LTD (520.69K).

163 Institutional Holders

695,095 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
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
ALGEBRIS (UK) LTD	31 Dec, 2025	520,686	74,926	16.81%	$12,319,985.00
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
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
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
LORD, ABBETT & CO. LLC	31 Dec, 2025	277,749	-48,982	-14.99%	$6,569.00
BRIDGEWAY CAPITAL MANAGEMENT, LLC	31 Dec, 2025	275,015	14,780	5.68%	$6,504,105.00

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