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

Historical Holders from Q1 2014 to Q4 2025

Symbol
HFWA on Nasdaq
Type / Class
Equity / Common Stock
Shares outstanding
34,128,525
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares, excl. options
29,190,820
Holdings value
$706,049,426
% of all portfolios
0%
Number of holders
168
Number of buys
69
Number of sells
84
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) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
PRUDENTIAL FINANCIAL INC 8.3% +23% $62,833,035 +$11,997,316 2,822,688 +24% PRUDENTIAL FINANCIAL INC 31 Mar 2025
JENNISON ASSOCIATES LLC 8.1% +23% $61,262,058 +$12,139,446 2,752,114 +25% Jennison Associates LLC 31 Mar 2025
VICTORY CAPITAL MANAGEMENT INC 7% $58,082,313 2,406,061 Victory Capital Management, Inc. 30 Jun 2025
ALLIANCEBERNSTEIN L.P. 4.4% $33,315,741 1,496,664 AllianceBernstein L.P. 31 Dec 2024
As of 30 Sep 2025 HERITAGE FINANCIAL CORP /WA/ - Common Stock (HFWA) has 168 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 29,190,820 shares of 34,128,525 outstanding shares and own 86% of the company stock as of 30 Sep 2025.

Top 25 institutional shareholders of HERITAGE FINANCIAL CORP /WA/ - Common Stock (HFWA) own 71% of the company based on 13F filings as of 30 Sep 2025

Filer Ownership Holdings Value Nb Shares Share Change %
BlackRock, Inc. 14% $114,351,006 4,727,202 -3.4%
JENNISON ASSOCIATES LLC 9% $74,505,732 3,080,022 +3.4%
VICTORY CAPITAL MANAGEMENT INC 7.7% $63,531,019 2,626,334 +9.2%
VANGUARD GROUP INC 6.9% $57,255,383 2,366,903 -2.2%
DIMENSIONAL FUND ADVISORS LP 5.9% $49,065,785 2,028,293 -0.47%
STATE STREET CORP 4.5% $36,882,324 1,524,693 -3.9%
ALLIANCEBERNSTEIN L.P. 3.9% $32,515,230 1,344,160 -1.2%
GEODE CAPITAL MANAGEMENT, LLC 2.5% $20,282,208 838,428 +1.3%
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1.5% $12,164,425 502,870 -0.32%
WELLINGTON MANAGEMENT GROUP LLP 1.4% $11,209,670 463,401
ALGEBRIS (UK) LTD 1.3% $10,774,675 445,760
NORTHERN TRUST CORP 1.2% $9,643,561 398,659 -2.3%
AMERIPRISE FINANCIAL INC 1% $8,441,536 348,968 -11%
MORGAN STANLEY 1% $8,431,033 348,533 -8.6%
Bank of New York Mellon Corp 1% $8,260,050 341,465 -2.4%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.96% $7,929,724 327,810 +1.4%
LORD, ABBETT & CO. LLC 0.96% $7,904,000 326,731 0%
MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.93% $7,692,081 317,986 -0.82%
RENAISSANCE TECHNOLOGIES LLC 0.84% $6,914,228 285,830 -11%
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.82% $6,785,755 280,519 -1.2%
HEARTLAND ADVISORS INC 0.81% $6,652,250 275,000 0%
BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.76% $6,295,085 260,235 +4%
Invesco Ltd. 0.75% $6,222,322 257,227 -6.5%
ProShare Advisors LLC 0.75% $6,219,926 257,128 -3.5%
TWO SIGMA INVESTMENTS, LP 0.75% $6,206,356 256,567 +40%

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

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price Investors
2025 Q4 5,171 $122,294 +$21,072 $23.65 1
2025 Q3 29,190,820 $706,049,426 +$10,396,959 $24.19 168
2025 Q2 28,761,394 $685,589,722 +$5,074,375 $23.84 171
2025 Q1 28,569,688 $695,001,606 +$21,291,775 $24.33 179
2024 Q4 27,706,122 $678,783,397 +$1,452,839 $24.50 168
2024 Q3 27,660,943 $602,149,647 +$4,191,404 $21.77 164
2024 Q2 27,515,794 $496,100,323 -$12,693,856 $18.03 164
2024 Q1 28,078,199 $544,432,355 +$13,633,279 $19.39 144
2023 Q4 21,851 $467,393 -$10,524 $21.39 1
2023 Q3 27,240,730 $444,294,637 -$3,210,418 $16.31 154
2023 Q2 26,577,466 $429,758,696 -$10,508,978 $16.17 156
2023 Q1 27,630,975 $591,290,898 -$10,065,620 $21.40 153
2022 Q4 27,717,844 $849,281,335 +$3,781,991 $30.64 178
2022 Q3 27,631,832 $731,608,236 +$7,096,252 $26.47 143
2022 Q2 27,372,361 $688,840,815 +$3,806,171 $25.16 147
2022 Q1 27,446,471 $687,464,223 +$8,635,629 $25.06 139
2021 Q4 26,971,413 $659,172,367 -$24,577,561 $24.44 141
2021 Q3 27,773,974 $708,056,468 -$18,118,274 $25.50 127
2021 Q2 28,349,893 $709,276,240 -$8,961,090 $25.02 126
2021 Q1 28,862,478 $815,142,054 +$8,922,471 $28.24 121
2020 Q4 28,691,411 $671,244,392 -$2,800,830 $23.39 121
2020 Q3 29,024,559 $534,251,383 +$332,288 $18.39 123
2020 Q2 28,945,592 $578,730,240 +$3,575,280 $20.00 116
2020 Q1 28,769,100 $575,003,020 -$14,974,797 $20.00 117
2019 Q4 28,933,655 $818,742,999 -$1,484,418 $28.30 125
2019 Q3 29,309,113 $789,997,330 -$13,441,001 $26.96 128
2019 Q2 29,373,973 $867,590,827 +$9,064,101 $29.54 131
2019 Q1 29,755,488 $896,895,011 -$4,726,712 $30.14 135
2018 Q4 29,971,167 $890,851,028 -$27,098,585 $29.72 142
2018 Q3 30,766,638 $1,080,180,147 +$59,920,368 $35.15 141
2018 Q2 29,337,535 $1,022,069,970 +$112,719,908 $34.85 151
2018 Q1 26,061,720 $797,480,889 +$63,955,037 $30.60 147
2017 Q4 23,964,486 $738,191,691 +$25,491,241 $30.80 140
2017 Q3 23,060,833 $680,444,875 +$21,132,429 $29.50 126
2017 Q2 22,721,777 $602,126,056 +$7,931,291 $26.50 127
2017 Q1 22,450,009 $555,667,288 +$66,462,232 $24.75 132
2016 Q4 21,920,064 $564,346,616 +$11,961,435 $25.75 132
2016 Q3 21,559,783 $386,998,373 +$2,308,571 $17.95 120
2016 Q2 21,564,430 $379,122,655 +$2,339,622 $17.58 125
2016 Q1 21,278,753 $374,048,640 -$436,802 $17.57 118
2015 Q4 20,946,888 $394,657,824 +$6,516,111 $18.84 112
2015 Q3 20,243,694 $380,927,700 +$13,406,746 $18.82 111
2015 Q2 19,551,245 $349,385,748 +$7,586,749 $17.87 104
2015 Q1 19,768,803 $335,974,484 -$2,757,855 $17.00 101
2014 Q4 19,926,417 $349,547,953 +$3,242,992 $17.55 97
2014 Q3 20,059,046 $317,739,162 +$2,816,505 $15.84 91
2014 Q2 19,875,854 $319,803,737 +$142,910,988 $16.09 97
2014 Q1 10,990,407 $185,951,668 +$13,256,651 $16.92 79