HERITAGE FINANCIAL CORP /WA/ - Common Stock (HFWA)

Historical Holders from Q1 2014 to Q3 2025

Symbol
HFWA on Nasdaq
CUSIP
42722X106
Type / Class
Equity / Common Stock
Shares outstanding
34.1M
All holders as of June 30, 2025
Q2 2025
Total 13F shares, excl. options
28.8M
Holdings value
$686M
% of all portfolios
0%
Grand Portfolio weight change
+0%
Number of holders
171
Number of buys
72
Number of sells
-81
Average Value change %
0%
Average buys %
+0%
Average sells %
0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of HERITAGE FINANCIAL CORP /WA/ - Common Stock (HFWA)

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
PRUDENTIAL FINANCIAL INC 8.3% +22.9% $62.8M $12M 2.82M +23.6% PRUDENTIAL FINANCIAL INC Mar 31, 2025
JENNISON ASSOCIATES LLC 8.1% +22.9% $61.3M $12.1M 2.75M +24.7% Jennison Associates LLC Mar 31, 2025
VICTORY CAPITAL MANAGEMENT INC 7.05% $58.1M 2.41M Victory Capital Management, Inc. Jun 30, 2025
ALLIANCEBERNSTEIN L.P. 4.4% $33.3M 1.5M AllianceBernstein L.P. Dec 31, 2024

Institutional Holders of HERITAGE FINANCIAL CORP /WA/ - Common Stock (HFWA)

Period Reported Shares, Excl. Options Value, Excl. Options Change Price Investors
2025 Q3 373K $9.02M -$1.21M $24.19 23
2025 Q2 28.8M $686M +$5.07M $23.84 171
2025 Q1 28.6M $695M +$21.3M $24.33 179
2024 Q4 27.7M $679M +$1.45M $24.50 168
2024 Q3 27.7M $602M +$4.19M $21.77 164
2024 Q2 27.5M $496M -$12.7M $18.03 164
2024 Q1 28.1M $544M +$13.6M $19.39 144
2023 Q4 21.9K $467K -$10.5K $21.39 1
2023 Q3 27.2M $444M -$3.21M $16.31 154
2023 Q2 26.6M $430M -$10.5M $16.17 156
2023 Q1 27.6M $591M -$10.1M $21.40 153
2022 Q4 27.7M $849M +$3.78M $30.64 178
2022 Q3 27.6M $732M +$7.1M $26.47 143
2022 Q2 27.4M $689M +$3.81M $25.16 147
2022 Q1 27.4M $687M +$8.64M $25.06 139
2021 Q4 27M $659M -$24.6M $24.44 141
2021 Q3 27.8M $708M -$18.1M $25.50 127
2021 Q2 28.3M $709M -$8.96M $25.02 126
2021 Q1 28.9M $815M +$8.92M $28.24 121
2020 Q4 28.7M $671M -$2.8M $23.39 121
2020 Q3 29M $534M +$332K $18.39 123
2020 Q2 28.9M $579M +$3.58M $20.00 116
2020 Q1 28.8M $575M -$15M $20.00 117
2019 Q4 28.9M $819M -$1.48M $28.30 125
2019 Q3 29.3M $790M -$13.4M $26.96 128
2019 Q2 29.4M $868M +$9.06M $29.54 131
2019 Q1 29.8M $897M -$4.73M $30.14 135
2018 Q4 30M $891M -$27.1M $29.72 142
2018 Q3 30.8M $1.08B +$59.9M $35.15 141
2018 Q2 29.3M $1.02B +$113M $34.85 151
2018 Q1 26.1M $797M +$64M $30.60 147
2017 Q4 24M $738M +$25.5M $30.80 140
2017 Q3 23.1M $680M +$21.1M $29.50 126
2017 Q2 22.7M $602M +$7.93M $26.50 127
2017 Q1 22.5M $556M +$66.5M $24.75 132
2016 Q4 21.9M $564M +$12M $25.75 132
2016 Q3 21.6M $387M +$2.31M $17.95 120
2016 Q2 21.6M $379M +$2.34M $17.58 125
2016 Q1 21.3M $374M -$437K $17.57 118
2015 Q4 20.9M $395M +$6.52M $18.84 112
2015 Q3 20.2M $381M +$13.4M $18.82 111
2015 Q2 19.6M $349M +$7.59M $17.87 104
2015 Q1 19.8M $336M -$2.76M $17.00 101
2014 Q4 19.9M $350M +$3.24M $17.55 97
2014 Q3 20.1M $318M +$2.82M $15.84 91
2014 Q2 19.9M $320M +$143M $16.09 97
2014 Q1 11M $186M +$13.3M $16.92 79