Heritage Financial HFWA Institutional Ownership

NASDAQ HFWA

$28.52 +0.84 (+3.03%)

At close: Oct 22, 2026 · 4:00 PM EDT

Institutions by Trading Activity

191 Institutions

Increased 98 51.3%

Unchanged 36 18.8%

Reduced 57 29.8%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

80.65%

▲+1.16 pp QoQ

Shares Held by Institutions

33.13Mn

of 41.08Mn outstanding

▲+1.04% QoQ

Shares Outstanding

41.08Mn

7.95Mn held outside 13F filers

Institutional Investors

191

filed 13F for Jun 2026

▲+7 vs prior quarter

Net Shares Added (QoQ)

+342.54K

accumulated since last quarter

Value of Holdings

$944.90Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Updated Oct 11, 2026

Heritage Financial Corp (NASDAQ:HFWA) was reported as a holding by 191 institutional investors in 13F filings for the quarter ended June 30, 2026.

These investors held 80.65% of outstanding shares in Q2 2026, up from 79.49% the quarter before.
Total holdings of HFWA shares rose 1.04% from Q1 2026, and the holder count rose 13.02% from Q2 2025.
Among the 191 holders of Heritage Financial, 98 added to their positions, 57 reduced their stakes and 36 left their positions unchanged.
Combined, institutional investors held 33.13Mn shares of HFWA as of Q2 2026, up 342.54K from the prior quarter and up 4.77Mn from a year earlier.
As of June 30, 2026, the biggest holder of Heritage Financial was BlackRock, Inc. with 5.81Mn shares, or 14.15% of shares outstanding.
Holders that added the most shares of Heritage Financial in Q2 2026 were Jennison Associates LLC (+324.69K shares), BlackRock, Inc. (+249.33K shares), JPMorgan Chase & Co (+226.82K shares), State Street Corp (+185.73K shares) and Geode Capital Management, LLC (+168.97K shares).
Holders that trimmed the most shares of Heritage Financial in Q2 2026 while keeping a position were Arrowstreet Capital, Limited Partnership (-135.39K shares), Victory Capital Management Inc (-108.4K shares), Two Sigma Investments, LP (-101.2K shares), Wellington Management Group LLP (-100.21K shares) and Goldman Sachs Group Inc (-69.03K shares).
Per Business Quant, the top 10 investors in HFWA for the quarter ended June 30, 2026 were BlackRock, Inc. (5.81Mn shares), Jennison Associates LLC (3.54Mn shares), Victory Capital Management Inc (2.36Mn shares), Dimensional Fund Advisors LP (2.04Mn shares), State Street Corp (1.98Mn shares), Vanguard Capital Management LLC (1.83Mn shares), AllianceBernstein L.P. (1.14Mn shares), Geode Capital Management, LLC (1.1Mn shares), Vanguard Portfolio Management LLC (749.71K shares) and Basswood Capital Management, L.L.C. (689.01K shares).

Form 13F Holdings

191 Institutional Holders

Report period 30 Jun, 2026

Total shares held 33.13Mn

Of outstanding 80.65%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	5,811,114	14.15%	▲249,332	+4.48%	$172.13Mn
2	JENNISON ASSOCIATES LLC	0000053417	3,538,159	8.61%	▲324,686	+10.10%	$104.80Mn
3	VICTORY CAPITAL MANAGEMENT INC	0001040188	2,360,915	5.75%	▼108,400	-4.39%	$69.93Mn
4	DIMENSIONAL FUND ADVISORS LP	0000354204	2,044,399	4.98%	▲87,922	+4.49%	$60.55Mn
5	State Street Corp	0000093751	1,982,257	4.83%	▲185,732	+10.34%	$58.71Mn
6	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	1,834,712	4.47%	▼13,194	-0.71%	$54.34Mn
7	ALLIANCEBERNSTEIN L.P.	0001109448	1,136,479	2.77%	▼8,441	-0.74%	$29.55Mn
8	GEODE CAPITAL MANAGEMENT, LLC	0001214717	1,103,769	2.69%	▲168,967	+18.08%	$32.70Mn
9	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	749,714	1.83%	▲96,023	+14.69%	$22.21Mn
10	BASSWOOD CAPITAL MANAGEMENT, L.L.C.	0001085393	689,010	1.68%	▼9,894	-1.42%	$20.41Mn
11	Boston Partners	0001386060	677,105	1.65%	▼13,214	-1.91%	$20.05Mn
12	WELLINGTON MANAGEMENT GROUP LLP	0000902219	528,113	1.29%	▼100,207	-15.95%	$15.64Mn
13	ALGEBRIS (UK) LTD	0001700286	469,403	1.14%	▼49,006	-9.45%	$13.86Mn
14	Morgan Stanley	0000895421	455,987	1.11%	▼23,846	-4.97%	$13.51Mn
15	Northern Trust Corp	0000073124	440,623	1.07%	▲27,507	+6.66%	$13.05Mn
16	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	399,435	0.97%	▲22,392	+5.94%	$11.83Mn
17	Bank of New York Mellon Corp	0001390777	398,963	0.97%	▲19,568	+5.16%	$11.82Mn
18	TWO SIGMA INVESTMENTS, LP	0001179392	389,206	0.95%	▼101,204	-20.64%	$11.53Mn
19	Rhino Investment Partners, Inc	0001828776	373,459	0.91%	▲43,000	+13.01%	$11.06Mn
20	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0000928047	308,640	0.75%	▼713	-0.23%	$9.14Mn

Showing 1 to 20 of 191 holders