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Heritage Financial (HFWA) Institutional Ownership

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$29.53 -0.12 (-0.40%)
As of 10:11 AM Eastern
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Institutional Ownership Changes (13F Filings) for Heritage Financial (NASDAQ:HFWA)

Current
Institutional Ownership
Percentage
78.30%
Number of
Institutional Buyers
(last 12 months)
77
Total
Institutional Inflows
(last 12 months)
$86.71M
Number of
Institutional Sellers
(last 12 months)
63
Total
Institutional Outflows
(last 12 months)
$47.04M
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HFWA Institutional Buying and Selling by Quarter

Heritage Financial Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/6/2026Global Retirement Partners LLC3,220$95K0.0%N/A0.008%
8/6/2026Bank of New York Mellon Corp398,963$11.82M0.0%N/A0.968%
7/7/2026 GAMMA Investing LLC6,519$193K0.0%+12.2%0.016%
5/19/2026Bank of America Corp DE210,438$5.47M0.0%-4.5%0.511%
5/18/2026Rhino Investment Partners Inc330,459$8.59M2.4%+77.7%0.802%
5/18/2026Empowered Funds LLC166,079$4.32M0.0%+8.9%0.403%
5/16/2026The Manufacturers Life Insurance Company309,353$8.04M0.0%-1.5%0.750%
5/16/2026Quantinno Capital Management LP55,145$1.43M0.0%+29.9%0.134%
5/16/2026Lazard Asset Management LLC40,326$1.05M0.0%+21.7%0.098%
5/14/2026Renaissance Technologies LLC188,341$4.90M0.0%-32.2%0.457%
5/14/2026Arrowstreet Capital Limited Partnership433,512$11.27M0.0%-14.0%1.052%
5/14/2026Sei Investments Co.79,334$2.06M0.0%+74.4%0.192%
5/13/2026First Trust Advisors LP33,264$865K0.0%+17.1%0.081%
5/7/2026Dimensional Fund Advisors LP1,956,477$50.87M0.0%-1.1%4.757%
5/7/2026Swiss National Bank67,168$1.75M0.0%+1.5%0.163%
5/6/2026 Jennison Associates LLC3,213,473$83.55M0.1%+3.4%7.813%
5/5/2026Bank of New York Mellon Corp379,395$9.86M0.0%+3.5%0.922%
5/5/2026Illinois Municipal Retirement Fund18,381$478K0.0%+2.9%0.045%
5/5/2026 Nwam LLC50,362$1.31M0.1%-5.4%0.122%
5/4/2026 Principal Financial Group Inc.199,588$5.19M0.0%+0.2%0.485%
5/1/2026 Commonwealth of Pennsylvania Public School Empls Retrmt SYS10,170$264K0.0%N/A0.025%
5/1/2026 Fifth Third Bancorp13,475$350K0.0%+3,337.5%0.033%
4/30/2026 Oregon Public Employees Retirement Fund9,378$244K0.0%+20.6%0.023%
4/29/2026Kiley Juergens Wealth Management LLC175,051$4.55M0.8%-1.4%0.426%
4/25/2026 Strs Ohio19,200$499K0.0%-14.7%0.047%
4/25/2026 Keybank National Association OH66,614$1.73M0.0%+2.4%0.162%
4/24/2026Deprince Race & Zollo Inc.131,566$3.42M0.1%+8.9%0.320%
4/22/2026 Sterling Capital Management LLC1,130$29K0.0%-43.9%0.003%
4/21/2026 Louisiana State Employees Retirement System18,200$473K0.0%N/A0.044%
4/16/2026SG Americas Securities LLC19,571$509K0.0%+12.0%0.048%
2/19/2026Invesco Ltd.264,519$6.26M0.0%+2.8%0.779%
2/18/2026State of Tennessee Department of Treasury8,026$207K0.0%-7.3%0.024%
2/18/2026EP Wealth Advisors LLC16,261$385K0.0%N/A0.048%
2/18/2026Empowered Funds LLC152,515$3.61M0.0%+10.7%0.449%
2/18/2026Wellington Management Group LLP97,035$2.30M0.0%-79.1%0.286%
2/18/2026Tudor Investment Corp ET AL13,762$325K0.0%N/A0.041%
2/18/2026Odyssean LLC24,168$572K0.4%N/A0.071%
2/18/2026Bridgeway Capital Management LLC275,015$6.50M0.1%+5.7%0.810%
2/17/2026AQR Capital Management LLC171,160$4.05M0.0%+32.7%0.504%
2/17/2026Price T Rowe Associates Inc. MD43,248$1.02M0.0%+9.2%0.127%
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2/17/2026Russell Investments Group Ltd.184,108$4.35M0.0%+30.7%0.542%
2/17/2026Atom Investors LP13,048$309K0.0%N/A0.038%
2/17/2026Royal Bank of Canada76,449$1.81M0.0%-4.7%0.225%
2/16/2026Barclays PLC64,554$1.53M0.0%+28.8%0.190%
2/16/2026Basswood Capital Management L.L.C.607,105$14.36M0.6%+163.1%1.788%
2/13/2026The Manufacturers Life Insurance Company 314,186$7.43M0.0%-1.2%0.925%
2/13/2026Fourthstone LLC25,100$594K0.1%N/A0.074%
2/13/2026Martin & Co. Inc. TN135,443$3.20M0.5%+2.2%0.399%
2/13/2026Public Sector Pension Investment Board117,717$2.78M0.0%-11.1%0.347%
2/13/2026Rafferty Asset Management LLC26,101$617K0.0%-9.3%0.077%
2/13/2026Charles Schwab Investment Management Inc.326,536$7.72M0.0%-0.4%0.962%
2/13/2026State Street Corp1,573,458$37.21M0.0%+3.2%4.633%
2/13/2026Victory Capital Management Inc.2,435,692$57.60M0.0%-7.3%7.172%
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC48,090$1.14M0.0%-6.4%0.142%
2/13/2026Wells Fargo & Company MN43,106$1.02M0.0%+50.7%0.127%
2/13/2026Lord Abbett & CO. LLC277,749$6.57M0.0%-15.0%0.818%
2/12/2026Jane Street Group LLC49,868$1.18M0.0%+6.5%0.147%
2/12/2026State Board of Administration of Florida Retirement System9,909$234K0.0%-11.3%0.029%
2/12/2026Renaissance Technologies LLC277,953$6.57M0.0%-2.8%0.819%
2/12/2026Dimensional Fund Advisors LP1,978,610$46.80M0.0%-2.4%5.827%
2/12/2026Federated Hermes Inc.37,848$895K0.0%+15.2%0.111%
2/12/2026Great Lakes Advisors LLC167,708$3.97M0.0%+2.1%0.494%
2/12/2026Nuveen LLC234,551$5.55M0.0%-4.2%0.691%
2/11/2026Empowered Funds LLC152,515$3.61M0.0%+10.7%0.449%
2/11/2026Deutsche Bank AG28,546$675K0.0%+7.7%0.084%
2/10/2026Goldman Sachs Group Inc.189,644$4.49M0.0%+38.7%0.558%
2/10/2026Intech Investment Management LLC14,014$331K0.0%-61.0%0.041%
2/9/2026Geode Capital Management LLC842,598$19.93M0.0%+0.5%2.481%
2/9/2026 Penn Capital Management Company LLC22,735$538K0.0%-13.4%0.067%
2/9/2026Royce & Associates LP126,639$3.00M0.0%-25.1%0.373%
2/9/2026Hantz Financial Services Inc.1,042$25K0.0%-36.9%0.003%
2/6/2026Algebris UK Ltd.520,686$12.32M0.6%+16.8%1.533%
2/6/2026ProShare Advisors LLC251,929$5.96M0.0%-2.0%0.742%
2/4/2026Pacific Ridge Capital Partners LLC43,925$1.04M0.2%+4.7%0.129%
1/30/2026 Jennison Associates LLC3,107,165$73.48M0.0%+0.9%9.149%
1/29/2026Comerica Bank11,717$277K0.0%-13.9%0.035%
1/29/2026UBS Group AG106,516$2.52M0.0%+8.2%0.314%
1/29/2026Teachers Retirement System of The State of Kentucky8,597$204K0.0%-11.5%0.025%
1/29/2026Vanguard Group Inc.2,412,325$57.05M0.0%+1.9%7.103%
1/28/2026Arizona State Retirement System9,451$224K0.0%-6.2%0.028%
1/28/2026Universal Beteiligungs und Servicegesellschaft mbH59,865$1.42M0.0%+3.1%0.176%
1/26/2026CWM LLC8,249$195K0.0%+7.7%0.024%
1/23/2026 State of Alaska Department of Revenue21,839$515K0.0%+18.4%0.064%
1/23/2026Deprince Race & Zollo Inc.120,867$2.86M0.1%+71.4%0.356%
1/21/2026 Yousif Capital Management LLC9,122$227K0.0%-13.0%0.027%
1/9/2026SG Americas Securities LLC17,471$413K0.0%+218.9%0.051%
1/5/2026 GAMMA Investing LLC5,171$122K0.0%+20.8%0.015%
1/1/2026JPMorgan Chase & Co.36,996$895K0.0%+4.9%0.109%
11/24/2025 Penn Capital Management Company LLC26,245$635K0.0%+9.5%0.077%
11/17/2025Verition Fund Management LLC8,685$210K0.0%N/A0.026%
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11/17/2025Millennium Management LLC15,700$380K0.0%+7.2%0.046%
11/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.15,764$381K0.0%-15.7%0.046%
11/17/2025Citadel Advisors LLC12,540$303K0.0%-145.1%0.037%
11/17/2025Bank of America Corp DE215,732$5.22M0.0%+19.5%0.635%
11/17/2025Aquatic Capital Management LLC7,765$188K0.0%-28.9%0.023%
11/17/2025Alliancebernstein L.P.1,344,160$32.52M0.0%-1.2%3.958%
11/17/2025Ameriprise Financial Inc.348,968$8.44M0.0%-11.3%1.028%
11/14/2025Hotchkis & Wiley Capital Management LLC280,519$6.79M0.0%-1.2%0.826%
11/14/2025Zurcher Kantonalbank Zurich Cantonalbank 10,991$266K0.0%+35.2%0.032%
11/14/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC51,365$1.24M0.0%-48.0%0.151%


HFWA Institutional Ownership - Frequently Asked Questions

During the previous two years, 154 institutional investors and hedge funds held shares of Heritage Financial. The most heavily invested institutionals were Jennison Associates LLC ($83.55M), Victory Capital Management Inc. ($57.60M), Vanguard Group Inc. ($57.05M), Dimensional Fund Advisors LP ($50.87M), State Street Corp ($37.21M), Alliancebernstein L.P. ($32.52M), and Geode Capital Management LLC ($19.93M).Learn more on Heritage Financial's institutional investors.

78.30% of Heritage Financial's stock is owned by institutional investors. Learn more on HFWA's institutional investor holdings.

Of the 127 institutional investors that purchased Heritage Financial's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Jennison Associates LLC ($2.09M), Victory Capital Management Inc. ($1.70M), Algebris UK Ltd. ($520.69K), Wellington Management Group LLP ($463.40K), Bank of New York Mellon Corp ($411.83K), Basswood Capital Management L.L.C. ($376.37K), and Deprince Race & Zollo Inc. ($241.04K).

Institutional investors have bought a total of 3,490,075 shares in the last 24 months. This purchase volume represents approximately $86.71M in transactions.

Of the 63 institutional investors that sold Heritage Financial's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wellington Management Group LLP ($366.37K), Victory Capital Management Inc. ($190.64K), JPMorgan Chase & Co. ($105.72K), Renaissance Technologies LLC ($97.49K), Dimensional Fund Advisors LP ($81.48K), Russell Investments Group Ltd. ($76.29K), and American Century Companies Inc. ($73.30K).

Institutional investors have sold a total of 1,954,762 shares in the last 24 months. This volume of shares sold represents approximately $47.04M in transactions.


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Institutional ownership data for NASDAQ:HFWA is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/6/2026. New 13F filings are added each quarter as they're published.
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