Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / Common Stock
-
Shares outstanding
-
34,128,525
-
Total 13F shares
-
58,518
-
Share change
-
+91
-
Total reported value
-
$1,394,975
-
Price per share
-
$23.65
-
Number of holders
-
12
-
Value change
-
-$5,713
-
Number of buys
-
4
-
Number of sells
-
5
Institutional Holders of HERITAGE FINANCIAL CORP /WA/ - Common Stock (HFWA) as of Q4 2025
As of 31 Dec 2025,
HERITAGE FINANCIAL CORP /WA/ - Common Stock (HFWA) was held by
12 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
58,518 shares.
The largest 10 holders included
SG Americas Securities, LLC, Louisiana State Employees Retirement System, YOUSIF CAPITAL MANAGEMENT, LLC, Aspire Capital Advisors LLC, GAMMA Investing LLC, NISA INVESTMENT ADVISORS, LLC, MassMutual Private Wealth & Trust, FSB, Versant Capital Management, Inc, Sound Income Strategies, LLC, and Red Tortoise LLC.
This page lists
12
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| 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.