Heritage Financial Corp /Wa/ (NASDAQ:HFWA) is held by 168 institutional investors per 13F filings through December 2025.
| Owner Name | Date | Shares Held | Change (QoQ) | Change (%) | Value (USD) |
|---|---|---|---|---|---|
| BlackRock, Inc. | 31 Mar, 2026 | 5,561,782 | 648,759 | 13.20% | $144,606,324.00 |
| BlackRock, Inc. | 31 Mar, 2026 | 4,913,023 | 185,821 | 3.93% | $116,192,988.00 |
| JENNISON ASSOCIATES LLC | 31 Mar, 2026 | 3,213,473 | 106,308 | 3.42% | $83,550,298.00 |
| JENNISON ASSOCIATES LLC | 31 Mar, 2026 | 3,107,165 | 27,143 | 0.88% | $73,484,451.00 |
| VICTORY CAPITAL MANAGEMENT INC | 31 Mar, 2026 | 2,469,315 | 33,623 | 1.38% | $64,202,190.00 |
| VICTORY CAPITAL MANAGEMENT INC | 31 Mar, 2026 | 2,435,692 | -190,642 | -7.26% | $57,604,116.00 |
| VANGUARD GROUP INC | 31 Mar, 2026 | 2,412,325 | 45,422 | 1.92% | $57,051,487.00 |
| DIMENSIONAL FUND ADVISORS LP | 31 Mar, 2026 | 1,978,610 | -49,683 | -2.45% | $46,794,955.00 |
| DIMENSIONAL FUND ADVISORS LP | 31 Mar, 2026 | 1,956,477 | -22,133 | -1.12% | $50,867,484.00 |
| VANGUARD CAPITAL MANAGEMENT LLC | 31 Mar, 2026 | 1,847,906 | 1,847,906 | 0.00% | $48,045,556.00 |
| State Street Corp | 31 Mar, 2026 | 1,796,525 | 223,067 | 14.18% | $46,709,650.00 |
| State Street Corp | 31 Mar, 2026 | 1,573,458 | 48,765 | 3.20% | $37,212,282.00 |
| ALLIANCEBERNSTEIN L.P. | 31 Mar, 2026 | 1,306,960 | -37,200 | -2.77% | $30,909,604.00 |
| ALLIANCEBERNSTEIN L.P. | 31 Mar, 2026 | 1,144,920 | -162,040 | -12.40% | $27,077,358.00 |
| ALGEBRIS (UK) LTD | 31 Mar, 2026 | 1,041,372 | 595,612 | 133.62% | $24,639,970.00 |
| GEODE CAPITAL MANAGEMENT, LLC | 31 Mar, 2026 | 934,802 | 92,204 | 10.94% | $24,310,018.00 |
| GEODE CAPITAL MANAGEMENT, LLC | 31 Mar, 2026 | 842,598 | 4,170 | 0.50% | $19,929,064.00 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 31 Mar, 2026 | 698,904 | 91,799 | 15.12% | $18,171,504.00 |
| Boston Partners | 31 Mar, 2026 | 690,319 | 690,319 | 0.00% | $17,963,507.00 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 31 Mar, 2026 | 653,691 | 653,691 | 0.00% | $16,995,966.00 |