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Heritage Financial (HFWA) Institutional Ownership

Heritage Financial logo
$27.34 +0.01 (+0.02%)
As of 02:14 PM Eastern
This is a fair market value price provided by Massive. Learn more.
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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)
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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Skip Chart & View Institutional Buying and Selling Data

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
5/19/2026 Bank of America Corp DE210,438$5.47M0.0%-4.5%0.511%
5/18/2026 Rhino Investment Partners Inc330,459$8.59M2.4%+77.7%0.802%
5/18/2026 Empowered Funds LLC166,079$4.32M0.0%+8.9%0.403%
5/16/2026 The Manufacturers Life Insurance Company 309,353$8.04M0.0%-1.5%0.750%
5/16/2026 Quantinno Capital Management LP55,145$1.43M0.0%+29.9%0.134%
5/16/2026 Lazard Asset Management LLC40,326$1.05M0.0%+21.7%0.098%
5/14/2026 Renaissance Technologies LLC188,341$4.90M0.0%-32.2%0.457%
5/14/2026 Arrowstreet Capital Limited Partnership433,512$11.27M0.0%-14.0%1.052%
5/14/2026 Sei Investments Co.79,334$2.06M0.0%+74.4%0.192%
5/13/2026 First Trust Advisors LP33,264$865K0.0%+17.1%0.081%
5/7/2026 Dimensional Fund Advisors LP1,956,477$50.87M0.0%-1.1%4.757%
5/7/2026 Swiss 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%
5/5/2026 Bank of New York Mellon Corp379,395$9.86M0.0%+3.5%0.922%
5/5/2026 Illinois 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%
4/29/2026 Kiley 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%
4/24/2026 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%
4/16/2026 SG Americas Securities LLC19,571$509K0.0%+12.0%0.048%
2/19/2026 Invesco Ltd.264,519$6.26M0.0%+2.8%0.779%
2/18/2026 State of Tennessee Department of Treasury8,026$207K0.0%-7.3%0.024%
2/18/2026 EP Wealth Advisors LLC16,261$385K0.0%N/A0.048%
2/18/2026 Empowered Funds LLC152,515$3.61M0.0%+10.7%0.449%
2/18/2026 Wellington Management Group LLP97,035$2.30M0.0%-79.1%0.286%
2/18/2026 Tudor Investment Corp ET AL13,762$325K0.0%N/A0.041%
2/18/2026 Odyssean LLC24,168$572K0.4%N/A0.071%
2/18/2026 Bridgeway Capital Management LLC275,015$6.50M0.1%+5.7%0.810%
2/17/2026 AQR Capital Management LLC171,160$4.05M0.0%+32.7%0.504%
2/17/2026 Price T Rowe Associates Inc. MD43,248$1.02M0.0%+9.2%0.127%
2/17/2026 Russell Investments Group Ltd.184,108$4.35M0.0%+30.7%0.542%
2/17/2026 Atom Investors LP13,048$309K0.0%N/A0.038%
2/17/2026 Royal Bank of Canada76,449$1.81M0.0%-4.7%0.225%
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2/16/2026 Barclays PLC64,554$1.53M0.0%+28.8%0.190%
2/16/2026 Basswood Capital Management L.L.C.607,105$14.36M0.6%+163.1%1.788%
2/13/2026 The Manufacturers Life Insurance Company 314,186$7.43M0.0%-1.2%0.925%
2/13/2026 Fourthstone LLC25,100$594K0.1%N/A0.074%
2/13/2026 Martin & Co. Inc. TN135,443$3.20M0.5%+2.2%0.399%
2/13/2026 Public Sector Pension Investment Board117,717$2.78M0.0%-11.1%0.347%
2/13/2026 Rafferty Asset Management LLC26,101$617K0.0%-9.3%0.077%
2/13/2026 Charles Schwab Investment Management Inc.326,536$7.72M0.0%-0.4%0.962%
2/13/2026 State Street Corp1,573,458$37.21M0.0%+3.2%4.633%
2/13/2026 Victory Capital Management Inc.2,435,692$57.60M0.0%-7.3%7.172%
2/13/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC48,090$1.14M0.0%-6.4%0.142%
2/13/2026 Wells Fargo & Company MN43,106$1.02M0.0%+50.7%0.127%
2/13/2026 Lord Abbett & CO. LLC277,749$6.57M0.0%-15.0%0.818%
2/12/2026 Jane Street Group LLC49,868$1.18M0.0%+6.5%0.147%
2/12/2026 State Board of Administration of Florida Retirement System9,909$234K0.0%-11.3%0.029%
2/12/2026 Renaissance Technologies LLC277,953$6.57M0.0%-2.8%0.819%
2/12/2026 Dimensional Fund Advisors LP1,978,610$46.80M0.0%-2.4%5.827%
2/12/2026 Federated Hermes Inc.37,848$895K0.0%+15.2%0.111%
2/12/2026 Great Lakes Advisors LLC167,708$3.97M0.0%+2.1%0.494%
2/12/2026 Nuveen LLC234,551$5.55M0.0%-4.2%0.691%
2/11/2026 Empowered Funds LLC152,515$3.61M0.0%+10.7%0.449%
2/11/2026 Deutsche Bank AG28,546$675K0.0%+7.7%0.084%
2/10/2026 Goldman Sachs Group Inc.189,644$4.49M0.0%+38.7%0.558%
2/10/2026 Intech Investment Management LLC14,014$331K0.0%-61.0%0.041%
2/9/2026 Geode 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%
2/9/2026 Royce & Associates LP126,639$3.00M0.0%-25.1%0.373%
2/9/2026 Hantz Financial Services Inc.1,042$25K0.0%-36.9%0.003%
2/6/2026 Algebris UK Ltd.520,686$12.32M0.6%+16.8%1.533%
2/6/2026 ProShare Advisors LLC251,929$5.96M0.0%-2.0%0.742%
2/4/2026 Pacific 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%
1/29/2026 UBS Group AG106,516$2.52M0.0%+8.2%0.314%
1/29/2026 Teachers 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%
1/28/2026 Arizona State Retirement System9,451$224K0.0%-6.2%0.028%
1/28/2026 Universal Beteiligungs und Servicegesellschaft mbH59,865$1.42M0.0%+3.1%0.176%
1/26/2026 CWM LLC8,249$195K0.0%+7.7%0.024%
1/23/2026 State of Alaska Department of Revenue21,839$515K0.0%+18.4%0.064%
1/23/2026 Deprince 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%
1/9/2026 SG Americas Securities LLC17,471$413K0.0%+218.9%0.051%
1/5/2026 GAMMA Investing LLC5,171$122K0.0%+20.8%0.015%
1/1/2026 JPMorgan 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%
11/17/2025 Verition Fund Management LLC8,685$210K0.0%N/A0.026%
11/17/2025 Millennium Management LLC15,700$380K0.0%+7.2%0.046%
11/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.15,764$381K0.0%-15.7%0.046%
11/17/2025 Citadel Advisors LLC12,540$303K0.0%-145.1%0.037%
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11/17/2025 Bank of America Corp DE215,732$5.22M0.0%+19.5%0.635%
11/17/2025 Aquatic Capital Management LLC7,765$188K0.0%-28.9%0.023%
11/17/2025 Alliancebernstein L.P.1,344,160$32.52M0.0%-1.2%3.958%
11/17/2025 Ameriprise Financial Inc.348,968$8.44M0.0%-11.3%1.028%
11/14/2025 Hotchkis & Wiley Capital Management LLC280,519$6.79M0.0%-1.2%0.826%
11/14/2025 Zurcher Kantonalbank Zurich Cantonalbank 10,991$266K0.0%+35.2%0.032%
11/14/2025 UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC51,365$1.24M0.0%-48.0%0.151%
11/14/2025 Two Sigma Investments LP256,567$6.21M0.0%+40.2%0.756%
11/14/2025 Bridgeway Capital Management LLC260,235$6.30M0.1%+4.0%0.766%
11/14/2025 Wellington Management Group LLP463,401$11.21M0.0%N/A1.365%


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 5/29/2026 by MarketBeat.com Staff.
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