HERITAGE FINANCIAL CORP /WA/ - Common Stock (HFWA) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
HFWA on Nasdaq
Shares outstanding
34,128,525
Price per share
$23.65
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
29,190,820
Total reported value
$706,049,426
% of total 13F portfolios
0%
Share change
+424,865
Value change
+$10,396,949
Number of holders
168
Price from insider filings
$23.65
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of HERITAGE FINANCIAL CORP /WA/ - Common Stock (HFWA) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
PRUDENTIAL FINANCIAL INC 8.3% +23% $64,893,597 +$12,390,759 2,822,688 +24% PRUDENTIAL FINANCIAL INC 31 Mar 2025
JENNISON ASSOCIATES LLC 8.1% +23% $63,271,101 +$12,537,551 2,752,114 +25% Jennison Associates LLC 31 Mar 2025
VICTORY CAPITAL MANAGEMENT INC 7% $60,825,222 2,406,061 Victory Capital Management, Inc. 30 Jun 2025
ALLIANCEBERNSTEIN L.P. 4.4% $34,408,305 1,496,664 AllianceBernstein L.P. 31 Dec 2024

As of 30 Sep 2025, 168 institutional investors reported holding 29,190,820 shares of HERITAGE FINANCIAL CORP /WA/ - Common Stock (HFWA). This represents 86% of the company’s total 34,128,525 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of HERITAGE FINANCIAL CORP /WA/ - Common Stock (HFWA) together control 71% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 14% 4,727,202 -3.4% 0% $114,351,006
JENNISON ASSOCIATES LLC 9% 3,080,022 +3.4% 0.04% $74,505,732
VICTORY CAPITAL MANAGEMENT INC 7.7% 2,626,334 +9.2% 0.04% $63,531,019
VANGUARD GROUP INC 6.9% 2,366,903 -2.2% 0% $57,255,383
DIMENSIONAL FUND ADVISORS LP 5.9% 2,028,293 -0.47% 0.01% $49,065,785
STATE STREET CORP 4.5% 1,524,693 -3.9% 0% $36,882,324
ALLIANCEBERNSTEIN L.P. 3.9% 1,344,160 -1.2% 0.01% $32,515,230
GEODE CAPITAL MANAGEMENT, LLC 2.5% 838,428 +1.3% 0% $20,282,208
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1.5% 502,870 -0.32% 0.01% $12,164,425
WELLINGTON MANAGEMENT GROUP LLP 1.4% 463,401 0% $11,209,670
ALGEBRIS (UK) LTD 1.3% 445,760 1.2% $10,774,675
NORTHERN TRUST CORP 1.2% 398,659 -2.3% 0% $9,643,561
AMERIPRISE FINANCIAL INC 1% 348,968 -11% 0% $8,441,536
MORGAN STANLEY 1% 348,533 -8.6% 0% $8,431,033
Bank of New York Mellon Corp 1% 341,465 -2.4% 0% $8,260,050
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.96% 327,810 +1.4% 0% $7,929,724
LORD, ABBETT & CO. LLC 0.96% 326,731 0% 0.02% $7,904,000
MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.93% 317,986 -0.82% 0.01% $7,692,081
RENAISSANCE TECHNOLOGIES LLC 0.84% 285,830 -11% 0.01% $6,914,228
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.82% 280,519 -1.2% 0.02% $6,785,755
HEARTLAND ADVISORS INC 0.81% 275,000 0% 0.35% $6,652,250
BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.76% 260,235 +4% 0.13% $6,295,085
Invesco Ltd. 0.75% 257,227 -6.5% 0% $6,222,322
ProShare Advisors LLC 0.75% 257,128 -3.5% 0.01% $6,219,926
TWO SIGMA INVESTMENTS, LP 0.75% 256,567 +40% 0.01% $6,206,356

Institutional Holders of HERITAGE FINANCIAL CORP /WA/ - Common Stock (HFWA) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 23,737 $561,192 +$9,090 $23.65 5
2025 Q3 29,190,820 $706,049,426 +$10,396,949 $24.19 168
2025 Q2 28,761,394 $685,589,722 +$5,074,376 $23.84 171
2025 Q1 28,569,688 $695,002,004 +$21,291,773 $24.33 179
2024 Q4 27,706,240 $678,787,136 +$1,455,473 $24.50 168
2024 Q3 27,660,943 $602,149,487 +$4,262,156 $21.77 164
2024 Q2 27,512,548 $496,042,107 -$10,405,450 $18.03 164
2024 Q1 28,078,198 $544,432,712 +$13,486,222 $19.39 144
2023 Q4 27,299,179 $583,945,765 +$2,642,437 $21.39 161
2023 Q3 27,240,730 $444,295,032 -$2,871,366 $16.31 154
2023 Q2 27,440,012 $443,706,872 -$10,013,601 $16.17 159
2023 Q1 27,631,155 $591,296,743 -$10,064,639 $21.40 154
2022 Q4 27,827,247 $852,633,843 +$4,144,795 $30.64 180
2022 Q3 27,736,210 $734,371,127 +$7,030,804 $26.47 145
2022 Q2 27,464,174 $691,150,815 +$3,357,231 $25.16 149
2022 Q1 27,477,851 $688,251,223 +$8,265,228 $25.06 141
2021 Q4 27,144,260 $663,396,367 -$24,282,551 $24.44 144
2021 Q3 27,773,795 $708,051,468 -$17,349,952 $25.50 124
2021 Q2 28,442,051 $711,581,240 -$10,642,356 $25.02 127
2021 Q1 28,862,401 $815,140,054 +$8,520,556 $28.24 121
2020 Q4 28,793,247 $673,625,392 -$2,623,413 $23.39 123
2020 Q3 29,026,421 $534,285,383 +$339,893 $18.39 124
2020 Q2 28,945,592 $578,730,240 +$3,927,511 $20.00 116
2020 Q1 28,770,447 $575,030,020 -$14,976,297 $20.00 118
2019 Q4 29,293,507 $828,926,999 -$1,704,097 $28.30 127
2019 Q3 29,348,312 $791,053,330 -$13,288,005 $26.96 129
2019 Q2 29,741,796 $878,456,827 +$12,527,308 $29.54 134
2019 Q1 30,005,392 $904,430,011 -$4,745,863 $30.14 139
2018 Q4 30,196,148 $897,537,028 -$26,664,569 $29.72 143
2018 Q3 30,990,505 $1,088,049,147 +$58,243,935 $35.15 143
2018 Q2 29,337,535 $1,022,069,970 +$112,721,559 $34.85 151
2018 Q1 26,234,664 $802,773,889 +$64,245,534 $30.60 148
2017 Q4 24,127,938 $743,224,691 +$26,569,002 $30.80 141
2017 Q3 23,197,628 $684,479,875 +$21,433,860 $29.50 128
2017 Q2 22,721,877 $602,129,056 +$7,358,811 $26.50 128
2017 Q1 22,450,009 $555,667,288 +$64,466,439 $24.75 132
2016 Q4 21,920,064 $564,346,616 +$8,945,292 $25.75 132
2016 Q3 21,682,053 $389,192,373 +$2,250,764 $17.95 121
2016 Q2 21,564,430 $379,122,655 +$2,343,943 $17.58 125
2016 Q1 21,374,736 $375,734,640 +$43,174 $17.57 120
2015 Q4 21,306,083 $401,425,824 +$7,891,392 $18.84 118
2015 Q3 20,401,658 $383,900,700 +$11,884,510 $18.82 114
2015 Q2 20,097,530 $359,147,748 +$8,052,862 $17.87 106
2015 Q1 19,853,493 $337,414,484 -$2,916,860 $17.00 103
2014 Q4 20,015,094 $351,103,953 +$4,133,390 $17.55 98
2014 Q3 20,098,257 $318,360,162 +$2,742,607 $15.84 93
2014 Q2 19,919,638 $320,507,737 +$143,581,450 $16.09 99
2014 Q1 10,990,407 $185,951,668 +$13,256,654 $16.92 79