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

Q2 2025 13F Holders as of 6/30/2025

Type / Class
Equity / Common Stock
Shares outstanding
34.1M
Number of holders
171
Total 13F shares, excl. options
28.8M
Shares change
+223K
Total reported value, excl. options
$686M
Value change
+$5.07M
Number of buys
72
Number of sells
-81
Price
$23.84

Significant Holders of HERITAGE FINANCIAL CORP /WA/ - Common Stock (HFWA) as of Q2 2025

197 filings reported holding HFWA - HERITAGE FINANCIAL CORP /WA/ - Common Stock as of Q2 2025.
HERITAGE FINANCIAL CORP /WA/ - Common Stock (HFWA) has 171 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 28.8M shares of 34.1M outstanding shares and own 84.27% of the company stock.
Largest 10 shareholders include BlackRock, Inc. (4.89M shares), JENNISON ASSOCIATES LLC (2.98M shares), VANGUARD GROUP INC (2.42M shares), VICTORY CAPITAL MANAGEMENT INC (2.41M shares), DIMENSIONAL FUND ADVISORS LP (2.04M shares), STATE STREET CORP (1.59M shares), ALLIANCEBERNSTEIN L.P. (1.36M shares), GEODE CAPITAL MANAGEMENT, LLC (828K shares), ARROWSTREET CAPITAL, LIMITED PARTNERSHIP (505K shares), and NORTHERN TRUST CORP (408K shares).
This table shows the top 171 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
Investor Option Weight % Change % Value $ * Price $ Shares Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.