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Heritage Financial (HFWA) Institutional Ownership

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$28.74 -0.44 (-1.52%)
As of 12:46 PM 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)
$324.25M
Number of
Institutional Sellers
(last 12 months)
46
Total
Institutional Outflows
(last 12 months)
$34.30M
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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
11/5/2026Keybank National Association OH73,222$2.02M0.0%+3.0%0.179%
11/4/2026Penn Capital Management Company LLC14,605$404K0.0%-28.1%0.036%
11/2/2026 Commonwealth Equity Services LLC24,943$689K0.0%N/A0.061%
10/29/2026 ProShare Advisors LLC331,715$9.17M0.0%+39.8%0.811%
10/22/2026 Yousif Capital Management LLC10,391$287K0.0%-5.2%0.025%
10/15/2026 State of Alaska Department of Revenue11,663$320K0.0%-35.7%0.029%
10/8/2026 Apella Capital LLC10,473$285K0.0%N/A0.026%
9/9/2026Tidal Investments LLC14,132$419K0.0%N/A0.035%
9/9/2026Integrated Wealth Concepts LLC2,293$68K0.0%N/A0.006%
9/9/2026Squarepoint Ops LLC7,210$214K0.0%N/A0.018%
9/8/2026 Arizona State Retirement System11,349$336K0.0%+21.7%0.028%
8/20/2026Nwam LLC49,474$1.47M0.1%-1.8%0.121%
8/20/2026Susquehanna Fundamental Investments LLC36,594$1.08M0.0%-9.2%0.089%
8/20/2026Penn Capital Management Company LLC20,310$602K0.0%-10.7%0.050%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC47,172$1.40M0.0%-5.9%0.115%
8/19/2026Wellington Management Group LLP528,113$15.64M0.0%-15.9%1.291%
8/18/2026Empowered Funds LLC178,912$5.30M0.0%N/A0.437%
8/17/2026Bank of America Corp DE187,594$5.56M0.0%N/A0.458%
8/17/2026Basswood Capital Management L.L.C.689,010$20.41M0.8%N/A1.684%
8/15/2026Odyssean LLC31,917$945K0.2%N/A0.078%
8/15/2026Jupiter Topco LLC15,340$454K0.0%N/A0.037%
8/14/2026Legal & General Group Plc89,971$2.67M0.0%N/A0.220%
8/14/2026The Manufacturers Life Insurance Company308,640$9.14M0.0%N/A0.754%
8/13/2026Connor Clark & Lunn Investment Management Ltd.85,784$2.54M0.0%N/A0.210%
8/12/2026Martin & Co. Inc. TN136,107$4.03M0.6%N/A0.333%
8/12/2026EP Wealth Advisors LLC18,069$535K0.0%N/A0.044%
8/12/2026Heartland Advisors Inc.275,000$8.15M0.4%N/A0.672%
8/11/2026Allworth Financial LP1,347$40K0.0%N/A0.003%
8/11/2026Algebris UK Ltd.469,403$13.86M0.9%N/A1.139%
8/10/2026Great Lakes Advisors LLC155,487$4.61M0.0%N/A0.377%
8/7/2026BlackRock Inc.5,811,114$172.13M0.0%N/A14.098%
8/7/2026Deutsche Bank AG44,651$1.32M0.0%N/A0.108%
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%
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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%
5/6/2026Jennison 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%
5/5/2026Nwam 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%
5/1/2026Fifth 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%
4/25/2026Keybank National Association OH66,614$1.73M0.0%+2.4%0.162%
4/24/2026 Deprince 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%
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%
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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%


HFWA Institutional Ownership - Frequently Asked Questions

During the previous two years, 160 institutional investors and hedge funds held shares of Heritage Financial. The most heavily invested institutionals were BlackRock Inc. ($172.13M), 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), and Alliancebernstein L.P. ($32.52M).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 133 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: BlackRock Inc. ($5.81M), Jennison Associates LLC ($2.09M), Victory Capital Management Inc. ($1.70M), Basswood Capital Management L.L.C. ($1.07M), Algebris UK Ltd. ($990.09K), Wellington Management Group LLP ($463.40K), and Bank of New York Mellon Corp ($411.83K).

Institutional investors have bought a total of 11,374,057 shares in the last 24 months. This purchase volume represents approximately $324.25M in transactions.

Of the 46 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 ($466.57K), Victory Capital Management Inc. ($190.64K), Renaissance Technologies LLC ($97.49K), Dimensional Fund Advisors LP ($81.48K), Arrowstreet Capital Limited Partnership ($72.35K), UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($53.60K), and Vanguard Group Inc. ($52.83K).

Institutional investors have sold a total of 1,393,452 shares in the last 24 months. This volume of shares sold represents approximately $34.30M 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 11/5/2026. New 13F filings are added each quarter as they're published.
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