# HERITAGE FINL CORP WASH (HFWA)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/HFWA/

- Reporting holders: 7
- Reported value: $521.8K
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $285.3K | 10,473 | 0.0% | 1 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $186.2K | 6,739 | 0.0% | 12 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $19.5K | 706 | 0.0% | 27 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $18.3K | 662 | 0.0% | 12 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $9.2K | 332 | 0.0% | 16 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $3.0K | 109 | 0.0% | 1 |
| [GILPIN WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2058144-gilpin-wealth-management-llc/) | $360 | 13 | 0.0% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 7 | $521.8K |
| Q2 2026 | 195 | $1.1B |
| Q1 2026 | 186 | $853.5M |
| Q4 2025 | 173 | $700.2M |
| Q3 2025 | 170 | $708.3M |
| Q2 2025 | 173 | $689.0M |
| Q1 2025 | 178 | $695.1M |
| Q4 2024 | 170 | $679.7M |
| Q3 2024 | 165 | $605.0M |
| Q2 2024 | 165 | $503.4M |
| Q1 2024 | 147 | $574.1M |
| Q4 2023 | 163 | $604.9M |