HERITAGE FINL CORP WASH (HFWA)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
182
Reporting holders
$988.3M
Reported value
81.8%
Of shares outstanding
0.1%
Held as options
+9
Holder change
Institutions report 33,484,439 shares against 40,915,558 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $172.1M | 5,811,114 | 0.00% | 8q | +4.5%+$7.4M |
| JENNISON ASSOCIATES LLC | $104.8M | 3,538,159 | 0.06% | 10q | +10.1%+$9.6M |
| VICTORY CAPITAL MANAGEMENT INC | $69.9M | 2,360,915 | 0.04% | 7q | -4.4%-$3.2M |
| DIMENSIONAL FUND ADVISORS LP | $60.6M | 2,044,399 | 0.01% | 31q | +4.5%+$2.6M |
| STATE STREET CORP | $58.7M | 1,982,257 | 0.00% | 31q | +10.3%+$5.5M |
| VANGUARD CAPITAL MANAGEMENT LLC | $54.3M | 1,834,712 | 0.00% | 2q | -0.7%-$390.8K |
| GEODE CAPITAL MANAGEMENT, LLC | $32.7M | 1,103,769 | 0.00% | 31q | +18.1%+$5.0M |
| ALLIANCEBERNSTEIN L.P. | $29.5M | 1,136,479 | 0.01% | 31q | -0.7%-$219.5K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $22.2M | 749,714 | 0.00% | 2q | +14.7%+$2.8M |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | $20.4M | 689,010 | 0.81% | 31q | -1.4%-$293.1K |
| Boston Partners | $20.1M | 677,105 | 0.02% | 2q | -1.9%-$391.4K |
| WELLINGTON MANAGEMENT GROUP LLP | $15.6M | 528,113 | 0.00% | 4q | -15.9%-$3.0M |
| ALGEBRIS (UK) LTD | $13.9M | 469,403 | 0.91% | 4q | -9.5%-$1.4M |
| MORGAN STANLEY | $13.5M | 455,987 | 0.00% | 35q | -5.0%-$706.3K |
| NORTHERN TRUST CORP | $13.1M | 440,623 | 0.00% | 31q | +6.7%+$814.8K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $11.8M | 399,435 | 0.00% | 31q | +5.9%+$663.3K |
| Sixth Street Partners Management Company, L.P. | $11.8M | 399,435 | 0.00% | new | NEW |
| Bank of New York Mellon Corp | $11.8M | 398,963 | 0.00% | 31q | +5.2%+$579.6K |
| TWO SIGMA INVESTMENTS, LP | $11.5M | 389,206 | 0.01% | 21q | -20.6%-$3.0M |
| Rhino Investment Partners, Inc | $11.1M | 373,459 | 3.35% | 3q | +13.0%+$1.3M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $9.1M | 308,640 | 0.01% | 31q | HELD |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $8.9M | 301,412 | 0.16% | 24q | +4.4%+$380.1K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $8.8M | 298,120 | 0.00% | 14q | -31.2%-$4.0M |
| Public Sector Pension Investment Board | $8.4M | 283,140 | 0.01% | 31q | +92.5%+$4.0M |
| HEARTLAND ADVISORS INC | $8.1M | 275,000 | 0.36% | 31q | HELD |
| VANGUARD FIDUCIARY TRUST CO | $8.1M | 274,788 | 0.00% | 2q | +3.0%+$233.6K |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $7.8M | 264,739 | 0.02% | 12q | -2.0%-$157.0K |
| Invesco Ltd. | $7.7M | 260,870 | 0.00% | 31q | +2.2%+$166.0K |
| Nuveen, LLC | $7.2M | 244,361 | 0.00% | 6q | +4.0%+$278.0K |
| JPMORGAN CHASE & CO | $7.2M | 245,754 | 0.00% | 31q | +1197.8%+$6.7M |
| GOLDMAN SACHS GROUP INC | $7.2M | 243,025 | 0.00% | 31q | -22.1%-$2.0M |
| ProShare Advisors LLC | $7.0M | 237,229 | 0.01% | 8q | -5.1%-$376.7K |
| Dana Investment Advisors, Inc. | $6.4M | 216,374 | 0.17% | 10q | -1.6%-$106.3K |
| PRINCIPAL FINANCIAL GROUP INC | $5.9M | 199,215 | 0.00% | 31q | HELD |
| BANK OF AMERICA CORP /DE/ | $5.6M | 187,594 | 0.00% | 31q | -10.9%-$676.6K |
| Empowered Funds, LLC | $5.3M | 178,912 | 0.03% | 13q | +7.7%+$380.1K |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | $5.2M | 175,064 | 0.81% | 31q | HELD |
| UBS Group AG | $5.1M | 171,498 | 0.00% | 31q | -24.3%-$1.6M |
| GREAT LAKES ADVISORS, LLC | $4.6M | 155,487 | 0.04% | 14q | -9.2%-$466.5K |
| Russell Investments Group, Ltd. | $4.4M | 147,072 | 0.00% | 28q | -25.9%-$1.5M |
| MARTIN & CO INC /TN/ | $4.0M | 136,107 | 0.63% | 31q | -1.3%-$53.1K |
| AQR CAPITAL MANAGEMENT LLC | $3.9M | 132,958 | 0.00% | 20q | -21.3%-$1.1M |
| RENAISSANCE TECHNOLOGIES LLC | $3.9M | 132,441 | 0.01% | 15q | -29.7%-$1.7M |
| AMERIPRISE FINANCIAL INC | $3.1M | 104,056 | 0.00% | 31q | -51.1%-$3.2M |
| Quantinno Capital Management LP | $3.1M | 103,682 | 0.00% | 5q | +88.0%+$1.4M |
| AMERICAN CENTURY COMPANIES INC | $3.0M | 101,603 | 0.00% | 16q | -1.5%-$44.7K |
| RHUMBLINE ADVISERS | $3.0M | 101,132 | 0.00% | 31q | -4.9%-$155.8K |
| Legal & General Group Plc | $2.7M | 89,971 | 0.00% | 31q | +9.8%+$238.5K |
| Connor, Clark & Lunn Investment Management Ltd. | $2.5M | 85,784 | 0.00% | 3q | +32.3%+$620.6K |
| Swiss National Bank | $2.4M | 82,568 | 0.00% | 31q | +22.9%+$456.1K |
| ROYAL BANK OF CANADA | $2.4M | 81,863 | 0.00% | 31q | +7.5%+$169.9K |
| DEPRINCE RACE & ZOLLO INC | $2.1M | 71,815 | 0.04% | 7q | -45.4%-$1.8M |
| KEYBANK NATIONAL ASSOCIATION/OH | $2.1M | 71,085 | 0.01% | 31q | +6.7%+$132.4K |
| VOYA INVESTMENT MANAGEMENT LLC | $1.7M | 56,409 | 0.00% | 31q | +19.6%+$273.6K |
| ROYCE & ASSOCIATES LP | $1.6M | 55,358 | 0.01% | 12q | -32.7%-$794.9K |
| SEI INVESTMENTS CO | $1.5M | 51,598 | 0.00% | 22q | -35.0%-$821.6K |
| NWAM LLC | $1.5M | 49,474 | 0.07% | 8q | -1.8%-$26.3K |
| Pacific Asset Management, LLC | $1.5M | 49,050 | 0.71% | 2q | HELD |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $1.4M | 47,548 | 0.00% | 6q | -26.8%-$515.3K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $1.4M | 47,172 | 0.00% | 31q | -5.9%-$87.6K |
| FIRST TRUST ADVISORS LP | $1.4M | 45,872 | 0.00% | 31q | +37.9%+$373.4K |
| DEUTSCHE BANK AG\ | $1.3M | 44,651 | 0.00% | 34q | +34.0%+$335.5K |
| FEDERATED HERMES, INC. | $1.3M | 42,298 | 0.00% | 15q | +1.9%+$23.8K |
| State of New Jersey Common Pension Fund D | $1.2M | 41,685 | 0.00% | new | NEW |
| PRUDENTIAL FINANCIAL INC | $1.2M | 40,357 | 0.00% | 31q | HELD |
| WELLS FARGO & COMPANY/MN | $1.2M | 40,189 | 0.00% | 31q | +8.9%+$97.7K |
| CITIGROUP INC | $1.1M | 38,816 | 0.00% | 31q | +30.1%+$266.2K |
| Baird Financial Group, Inc. | $1.1M | 38,245 | 0.00% | 31q | HELD |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $1.1M | 36,594 | 0.02% | 2q | -9.2%-$109.6K |
| Fortis Capital Management LLC | $1.1M | 35,807 | 0.12% | new | NEW |
| Pacific Ridge Capital Partners, LLC | $1.0M | 34,627 | 0.19% | 13q | -1.1%-$11.8K |
| XTX Topco Ltd | $1.0M | 34,519 | 0.01% | new | NEW |
| Louisiana State Employees Retirement System | $1.0M | 36,300 | 0.01% | 24q | +99.5%+$503.3K |
| Vanguard Global Advisers, LLC | $989.2K | 33,396 | 0.00% | 2q | -20.6%-$256.9K |
| Odyssean, LLC | $945.4K | 31,917 | 0.15% | 3q | HELD |
| VANGUARD ASSET MANAGEMENT, Ltd | $932.9K | 31,496 | 0.00% | 2q | +27.4%+$200.6K |
| Creative Planning | $816.9K | 27,579 | 0.00% | 2q | +20.8%+$140.4K |
| MERCER GLOBAL ADVISORS INC /ADV | $781.6K | 26,386 | 0.00% | 2q | +171.4%+$493.6K |
| Freestone Capital Holdings, LLC | $776.4K | 26,212 | 0.02% | new | NEW |
| MetLife Investment Management, LLC | $718.7K | 24,263 | 0.00% | 32q | +30.7%+$168.7K |
| MILLENNIUM MANAGEMENT LLC | $711.6K | 24,023 | 0.00% | new | NEW |
| D. E. Shaw & Co., Inc. | $692.3K | 23,374 | 0.00% | new | NEW |
| Rafferty Asset Management, LLC | $653.9K | 22,075 | 0.00% | 22q | -25.0%-$218.0K |
| BARCLAYS PLC | $652.2K | 22,018 | 0.00% | 31q | +0.7%+$4.8K |
| Illinois Municipal Retirement Fund | $626.7K | 21,158 | 0.01% | 12q | +15.1%+$82.3K |
| Badgley Phelps Wealth Managers, LLC | $621.2K | 20,971 | 0.01% | 20q | HELD |
| HARBOR ADVISORY CORP /MA/ | $608.7K | 20,550 | 0.16% | new | NEW |
| Bensler, LLC | $605.7K | 20,450 | 0.05% | 18q | HELD |
| Mengis Capital Management, Inc. | $601.6K | 20,310 | 0.09% | 31q | HELD |
| Penn Capital Management Company, LLC | $601.6K | 20,310 | 0.04% | 6q | -10.7%-$71.8K |
| GABELLI FUNDS LLC | $592.4K | 20,000 | 0.00% | 5q | +6.8%+$37.6K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $567.2K | 19,149 | 0.00% | 9q | +19.9%+$94.0K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $560.6K | 18,927 | 0.00% | 31q | HELD |
| SIMPLEX TRADING, LLC | $537.2K | 438 | 0.00% | 5q | HELD |
| EP Wealth Advisors, LLC | $535.2K | 18,069 | 0.00% | 3q | +7.5%+$37.2K |
| Waverly Advisors, LLC | $507.2K | 17,124 | 0.00% | 3q | HELD |
| Atom Investors LP | $455.8K | 15,389 | 0.04% | 3q | +99.5%+$227.4K |
| Jupiter Topco LLC | $454.2K | 15,340 | 0.00% | new | FIRST |
| NEW YORK STATE COMMON RETIREMENT FUND | $432.2K | 14,593 | 0.00% | 31q | +52.1%+$148.1K |
| FMR LLC | $428.8K | 14,477 | 0.00% | 21q | -52.1%-$467.1K |
Showing the largest 100 of 194 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 182 | $988.3M | 33,484,439 | 29 | 63 | 47 | 0.1% |
| Q1 2026 | 173 | $839.2M | 32,381,836 | 19 | 76 | 37 | 0.0% |
| Q4 2025 | 158 | $687.2M | 29,048,192 | 16 | 51 | 49 | 0.0% |
| Q3 2025 | 154 | $693.5M | 28,645,148 | 15 | 45 | 56 | 0.1% |
| Q2 2025 | 157 | $674.2M | 28,229,724 | 18 | 45 | 52 | 0.2% |
| Q1 2025 | 160 | $675.9M | 27,778,818 | 22 | 45 | 57 | 0.0% |
| Q4 2024 | 155 | $667.0M | 27,235,413 | 19 | 46 | 55 | 0.0% |
| Q3 2024 | 149 | $590.5M | 27,120,646 | 12 | 41 | 58 | 0.0% |
| Q2 2024 | 148 | $479.8M | 26,606,842 | 30 | 36 | 54 | 0.0% |
| Q1 2024 | 131 | $541.8M | 27,984,786 | 11 | 44 | 43 | 0.0% |
| Q4 2023 | 141 | $572.5M | 26,790,576 | 15 | 50 | 46 | 0.0% |
| Q3 2023 | 135 | $426.1M | 26,131,572 | 13 | 47 | 53 | 0.0% |
| Q2 2023 | 140 | $429.0M | 26,515,134 | 22 | 47 | 46 | 0.1% |
| Q1 2023 | 131 | $563.8M | 26,347,168 | 10 | 46 | 44 | 0.0% |
| Q4 2022 | 142 | $708.9M | 23,126,223 | 32 | 41 | 42 | 0.0% |
| Q3 2022 | 148 | $734.0M | 27,721,719 | 15 | 49 | 41 | 0.0% |
| Q2 2022 | 151 | $691.2M | 27,464,317 | 19 | 39 | 52 | 0.0% |
| Q1 2022 | 145 | $688.3M | 27,478,219 | 10 | 53 | 51 | 0.0% |
| Q4 2021 | 148 | $666.9M | 27,221,400 | 20 | 41 | 48 | 0.2% |
| Q3 2021 | 127 | $708.4M | 27,773,974 | 12 | 34 | 47 | 0.1% |
| Q2 2021 | 129 | $711.6M | 28,442,297 | 16 | 31 | 51 | 0.0% |
| Q1 2021 | 121 | $816.2M | 28,896,518 | 12 | 37 | 42 | 0.0% |
| Q4 2020 | 126 | $685.7M | 29,308,485 | 9 | 32 | 45 | 0.0% |
| Q3 2020 | 125 | $533.6M | 28,987,044 | 17 | 25 | 41 | 0.0% |
| Q2 2020 | 116 | $578.9M | 28,955,615 | 12 | 39 | 35 | 0.0% |
| Q1 2020 | 121 | $588.3M | 29,432,578 | 12 | 44 | 35 | 0.0% |
| Q4 2019 | 131 | $846.8M | 29,925,933 | 13 | 42 | 33 | 0.0% |
| Q3 2019 | 131 | $791.1M | 29,348,473 | 10 | 58 | 28 | 0.0% |
| Q2 2019 | 136 | $879.2M | 29,767,361 | 10 | 43 | 44 | 0.0% |
| Q1 2019 | 141 | $904.4M | 30,005,787 | 8 | 42 | 46 | 0.0% |
| Q4 2018 | 147 | $908.9M | 30,579,312 | 3 | 2 | 3 | 0.0% |