Heritage Financial (HFWA) Institutional Ownership

$27.78 0.00 (0.00%)

Closing price 06/5/2026 04:00 PM Eastern

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Current Institutional Ownership Percentage: 78.30%
Number of Institutional Buyers (last 12 months): 78
Total Institutional Inflows (last 12 months): $81.20M

Number of Institutional Sellers (last 12 months): 66
Total Institutional Outflows (last 12 months): $53.30M

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HFWA Institutional Buying and Selling by Quarter

Heritage Financial Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
5/19/2026	Bank of America Corp DE	210,438	$5.47M	0.0%	-4.5%	0.511%
5/18/2026	Rhino Investment Partners Inc	330,459	$8.59M	2.4%	+77.7%	0.802%
5/18/2026	Empowered Funds LLC	166,079	$4.32M	0.0%	+8.9%	0.403%
5/16/2026	The Manufacturers Life Insurance Company	309,353	$8.04M	0.0%	-1.5%	0.750%
5/16/2026	Quantinno Capital Management LP	55,145	$1.43M	0.0%	+29.9%	0.134%
5/16/2026	Lazard Asset Management LLC	40,326	$1.05M	0.0%	+21.7%	0.098%
5/14/2026	Renaissance Technologies LLC	188,341	$4.90M	0.0%	-32.2%	0.457%
5/14/2026	Arrowstreet Capital Limited Partnership	433,512	$11.27M	0.0%	-14.0%	1.052%
5/14/2026	Sei Investments Co.	79,334	$2.06M	0.0%	+74.4%	0.192%
5/13/2026	First Trust Advisors LP	33,264	$865K	0.0%	+17.1%	0.081%
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5/7/2026	Dimensional Fund Advisors LP	1,956,477	$50.87M	0.0%	-1.1%	4.757%
5/7/2026	Swiss National Bank	67,168	$1.75M	0.0%	+1.5%	0.163%
5/6/2026	Jennison Associates LLC	3,213,473	$83.55M	0.1%	+3.4%	7.813%
5/5/2026	Bank of New York Mellon Corp	379,395	$9.86M	0.0%	+3.5%	0.922%
5/5/2026	Illinois Municipal Retirement Fund	18,381	$478K	0.0%	+2.9%	0.045%
5/5/2026	Nwam LLC	50,362	$1.31M	0.1%	-5.4%	0.122%
5/4/2026	Principal Financial Group Inc.	199,588	$5.19M	0.0%	+0.2%	0.485%
5/1/2026	Commonwealth of Pennsylvania Public School Empls Retrmt SYS	10,170	$264K	0.0%	N/A	0.025%
5/1/2026	Fifth Third Bancorp	13,475	$350K	0.0%	+3,337.5%	0.033%
4/30/2026	Oregon Public Employees Retirement Fund	9,378	$244K	0.0%	+20.6%	0.023%
4/29/2026	Kiley Juergens Wealth Management LLC	175,051	$4.55M	0.8%	-1.4%	0.426%
4/25/2026	Strs Ohio	19,200	$499K	0.0%	-14.7%	0.047%
4/25/2026	Keybank National Association OH	66,614	$1.73M	0.0%	+2.4%	0.162%
4/24/2026	Deprince Race & Zollo Inc.	131,566	$3.42M	0.1%	+8.9%	0.320%
4/22/2026	Sterling Capital Management LLC	1,130	$29K	0.0%	-43.9%	0.003%
4/21/2026	Louisiana State Employees Retirement System	18,200	$473K	0.0%	N/A	0.044%
4/16/2026	SG Americas Securities LLC	19,571	$509K	0.0%	+12.0%	0.048%
2/19/2026	Invesco Ltd.	264,519	$6.26M	0.0%	+2.8%	0.779%
2/18/2026	State of Tennessee Department of Treasury	8,026	$207K	0.0%	-7.3%	0.024%
2/18/2026	EP Wealth Advisors LLC	16,261	$385K	0.0%	N/A	0.048%
2/18/2026	Empowered Funds LLC	152,515	$3.61M	0.0%	+10.7%	0.449%
2/18/2026	Wellington Management Group LLP	97,035	$2.30M	0.0%	-79.1%	0.286%
2/18/2026	Tudor Investment Corp ET AL	13,762	$325K	0.0%	N/A	0.041%
2/18/2026	Odyssean LLC	24,168	$572K	0.4%	N/A	0.071%
2/18/2026	Bridgeway Capital Management LLC	275,015	$6.50M	0.1%	+5.7%	0.810%
2/17/2026	AQR Capital Management LLC	171,160	$4.05M	0.0%	+32.7%	0.504%
2/17/2026	Price T Rowe Associates Inc. MD	43,248	$1.02M	0.0%	+9.2%	0.127%
2/17/2026	Russell Investments Group Ltd.	184,108	$4.35M	0.0%	+30.7%	0.542%
2/17/2026	Atom Investors LP	13,048	$309K	0.0%	N/A	0.038%
2/17/2026	Royal Bank of Canada	76,449	$1.81M	0.0%	-4.7%	0.225%
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2/16/2026	Barclays PLC	64,554	$1.53M	0.0%	+28.8%	0.190%
2/16/2026	Basswood Capital Management L.L.C.	607,105	$14.36M	0.6%	+163.1%	1.788%
2/13/2026	The Manufacturers Life Insurance Company	314,186	$7.43M	0.0%	-1.2%	0.925%
2/13/2026	Fourthstone LLC	25,100	$594K	0.1%	N/A	0.074%
2/13/2026	Martin & Co. Inc. TN	135,443	$3.20M	0.5%	+2.2%	0.399%
2/13/2026	Public Sector Pension Investment Board	117,717	$2.78M	0.0%	-11.1%	0.347%
2/13/2026	Rafferty Asset Management LLC	26,101	$617K	0.0%	-9.3%	0.077%
2/13/2026	Charles Schwab Investment Management Inc.	326,536	$7.72M	0.0%	-0.4%	0.962%
2/13/2026	State Street Corp	1,573,458	$37.21M	0.0%	+3.2%	4.633%
2/13/2026	Victory Capital Management Inc.	2,435,692	$57.60M	0.0%	-7.3%	7.172%
2/13/2026	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	48,090	$1.14M	0.0%	-6.4%	0.142%
2/13/2026	Wells Fargo & Company MN	43,106	$1.02M	0.0%	+50.7%	0.127%
2/13/2026	Lord Abbett & CO. LLC	277,749	$6.57M	0.0%	-15.0%	0.818%
2/12/2026	Jane Street Group LLC	49,868	$1.18M	0.0%	+6.5%	0.147%
2/12/2026	State Board of Administration of Florida Retirement System	9,909	$234K	0.0%	-11.3%	0.029%
2/12/2026	Renaissance Technologies LLC	277,953	$6.57M	0.0%	-2.8%	0.819%
2/12/2026	Dimensional Fund Advisors LP	1,978,610	$46.80M	0.0%	-2.4%	5.827%
2/12/2026	Federated Hermes Inc.	37,848	$895K	0.0%	+15.2%	0.111%
2/12/2026	Great Lakes Advisors LLC	167,708	$3.97M	0.0%	+2.1%	0.494%
2/12/2026	Nuveen LLC	234,551	$5.55M	0.0%	-4.2%	0.691%
2/11/2026	Empowered Funds LLC	152,515	$3.61M	0.0%	+10.7%	0.449%
2/11/2026	Deutsche Bank AG	28,546	$675K	0.0%	+7.7%	0.084%
2/10/2026	Goldman Sachs Group Inc.	189,644	$4.49M	0.0%	+38.7%	0.558%
2/10/2026	Intech Investment Management LLC	14,014	$331K	0.0%	-61.0%	0.041%
2/9/2026	Geode Capital Management LLC	842,598	$19.93M	0.0%	+0.5%	2.481%
2/9/2026	Penn Capital Management Company LLC	22,735	$538K	0.0%	-13.4%	0.067%
2/9/2026	Royce & Associates LP	126,639	$3.00M	0.0%	-25.1%	0.373%
2/9/2026	Hantz Financial Services Inc.	1,042	$25K	0.0%	-36.9%	0.003%
2/6/2026	Algebris UK Ltd.	520,686	$12.32M	0.6%	+16.8%	1.533%
2/6/2026	ProShare Advisors LLC	251,929	$5.96M	0.0%	-2.0%	0.742%
2/4/2026	Pacific Ridge Capital Partners LLC	43,925	$1.04M	0.2%	+4.7%	0.129%
1/30/2026	Jennison Associates LLC	3,107,165	$73.48M	0.0%	+0.9%	9.149%
1/29/2026	Comerica Bank	11,717	$277K	0.0%	-13.9%	0.035%
1/29/2026	UBS Group AG	106,516	$2.52M	0.0%	+8.2%	0.314%
1/29/2026	Teachers Retirement System of The State of Kentucky	8,597	$204K	0.0%	-11.5%	0.025%
1/29/2026	Vanguard Group Inc.	2,412,325	$57.05M	0.0%	+1.9%	7.103%
1/28/2026	Arizona State Retirement System	9,451	$224K	0.0%	-6.2%	0.028%
1/28/2026	Universal Beteiligungs und Servicegesellschaft mbH	59,865	$1.42M	0.0%	+3.1%	0.176%
1/26/2026	CWM LLC	8,249	$195K	0.0%	+7.7%	0.024%
1/23/2026	State of Alaska Department of Revenue	21,839	$515K	0.0%	+18.4%	0.064%
1/23/2026	Deprince Race & Zollo Inc.	120,867	$2.86M	0.1%	+71.4%	0.356%
1/21/2026	Yousif Capital Management LLC	9,122	$227K	0.0%	-13.0%	0.027%
1/9/2026	SG Americas Securities LLC	17,471	$413K	0.0%	+218.9%	0.051%
1/5/2026	GAMMA Investing LLC	5,171	$122K	0.0%	+20.8%	0.015%
1/1/2026	JPMorgan Chase & Co.	36,996	$895K	0.0%	+4.9%	0.109%
11/24/2025	Penn Capital Management Company LLC	26,245	$635K	0.0%	+9.5%	0.077%
11/17/2025	Verition Fund Management LLC	8,685	$210K	0.0%	N/A	0.026%
11/17/2025	Millennium Management LLC	15,700	$380K	0.0%	+7.2%	0.046%
11/17/2025	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	15,764	$381K	0.0%	-15.7%	0.046%
11/17/2025	Citadel Advisors LLC	12,540	$303K	0.0%	-145.1%	0.037%
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11/17/2025	Bank of America Corp DE	215,732	$5.22M	0.0%	+19.5%	0.635%
11/17/2025	Aquatic Capital Management LLC	7,765	$188K	0.0%	-28.9%	0.023%
11/17/2025	Alliancebernstein L.P.	1,344,160	$32.52M	0.0%	-1.2%	3.958%
11/17/2025	Ameriprise Financial Inc.	348,968	$8.44M	0.0%	-11.3%	1.028%
11/14/2025	Hotchkis & Wiley Capital Management LLC	280,519	$6.79M	0.0%	-1.2%	0.826%
11/14/2025	Zurcher Kantonalbank Zurich Cantonalbank	10,991	$266K	0.0%	+35.2%	0.032%
11/14/2025	UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC	51,365	$1.24M	0.0%	-48.0%	0.151%
11/14/2025	Two Sigma Investments LP	256,567	$6.21M	0.0%	+40.2%	0.756%
11/14/2025	Bridgeway Capital Management LLC	260,235	$6.30M	0.1%	+4.0%	0.766%
11/14/2025	Wellington Management Group LLP	463,401	$11.21M	0.0%	N/A	1.365%

HFWA Institutional Ownership - Frequently Asked Questions

During the previous two years, 155 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 129 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), Basswood Capital Management L.L.C. ($376.37K), Deprince Race & Zollo Inc. ($241.04K), and Russell Investments Group Ltd. ($228.90K).

Institutional investors have bought a total of 3,356,676 shares in the last 24 months. This purchase volume represents approximately $81.20M in transactions.

Of the 66 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), Goldman Sachs Group Inc. ($210.83K), Victory Capital Management Inc. ($190.64K), JPMorgan Chase & Co. ($105.72K), Renaissance Technologies LLC ($97.49K), Dimensional Fund Advisors LP ($81.48K), and Russell Investments Group Ltd. ($76.29K).

Institutional investors have sold a total of 2,212,636 shares in the last 24 months. This volume of shares sold represents approximately $53.30M in transactions.

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This page (NASDAQ:HFWA) was last updated on 6/8/2026 by MarketBeat.com Staff.

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Heritage Financial (HFWA) Institutional Ownership

HFWA Institutional Buying and Selling by Quarter

Heritage Financial Major Shareholders & Ownership History

HFWA Institutional Ownership - Frequently Asked Questions

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Heritage Financial (HFWA) Institutional Ownership

Institutional Ownership Changes (13F Filings) for Heritage Financial (NASDAQ:HFWA)

HFWA Institutional Buying and Selling by Quarter

Heritage Financial Major Shareholders & Ownership History

HFWA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HFWA shares?

What percentage of Heritage Financial's stock is owned by institutional investors?

Which institutional investors have been buying Heritage Financial's stock?

How much institutional buying is happening at Heritage Financial?

Which of Heritage Financial's major shareholders have been selling company stock?

How much institutional selling is happening at Heritage Financial?

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