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

Historical Holders from Q1 2014 to Q3 2025

Symbol
HFWA on Nasdaq
Type / Class
Equity / Common Stock
Shares outstanding
34.1M
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares, excl. options
29.2M
Holdings value
$706M
% of all portfolios
0%
Grand Portfolio weight change
+0%
Number of holders
168
Number of buys
69
Number of sells
-84
Average Value change %
+0%
Average buys %
+0%
Average sells %
0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of HERITAGE FINANCIAL CORP /WA/ - Common Stock (HFWA)

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
PRUDENTIAL FINANCIAL INC 8.3% +22.9% $64.9M $12.4M 2.82M +23.6% PRUDENTIAL FINANCIAL INC 31 Mar 2025
JENNISON ASSOCIATES LLC 8.1% +22.9% $63.3M $12.5M 2.75M +24.7% Jennison Associates LLC 31 Mar 2025
VICTORY CAPITAL MANAGEMENT INC 7.05% $60.8M 2.41M Victory Capital Management, Inc. 30 Jun 2025
ALLIANCEBERNSTEIN L.P. 4.4% $34.4M 1.5M AllianceBernstein L.P. 31 Dec 2024

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

Period Reported Shares, Excl. Options Value, Excl. Options Change Price Investors
2025 Q3 29.2M $706M +$10.4M $24.19 168
2025 Q2 28.8M $686M +$5.07M $23.84 171
2025 Q1 28.6M $695M +$21.3M $24.33 179
2024 Q4 27.7M $679M +$1.46M $24.50 168
2024 Q3 27.7M $602M +$4.26M $21.77 164
2024 Q2 27.5M $496M -$10.4M $18.03 164
2024 Q1 28.1M $544M +$13.5M $19.39 144
2023 Q4 27.3M $584M +$2.64M $21.39 161
2023 Q3 27.2M $444M -$2.87M $16.31 154
2023 Q2 27.4M $444M -$10M $16.17 159
2023 Q1 27.6M $591M -$10.1M $21.40 154
2022 Q4 27.8M $853M +$4.14M $30.64 180
2022 Q3 27.7M $734M +$7.03M $26.47 145
2022 Q2 27.5M $691M +$3.36M $25.16 149
2022 Q1 27.5M $688M +$8.27M $25.06 141
2021 Q4 27.1M $663M -$24.3M $24.44 144
2021 Q3 27.8M $708M -$17.3M $25.50 124
2021 Q2 28.4M $712M -$10.6M $25.02 127
2021 Q1 28.9M $815M +$8.52M $28.24 121
2020 Q4 28.8M $674M -$2.62M $23.39 123
2020 Q3 29M $534M +$340K $18.39 124
2020 Q2 28.9M $579M +$3.93M $20.00 116
2020 Q1 28.8M $575M -$15M $20.00 118
2019 Q4 29.3M $829M -$1.7M $28.30 127
2019 Q3 29.3M $791M -$13.3M $26.96 129
2019 Q2 29.7M $878M +$12.5M $29.54 134
2019 Q1 30M $904M -$4.75M $30.14 139
2018 Q4 30.2M $898M -$26.7M $29.72 143
2018 Q3 31M $1.09B +$58.2M $35.15 143
2018 Q2 29.3M $1.02B +$113M $34.85 151
2018 Q1 26.2M $803M +$64.2M $30.60 148
2017 Q4 24.1M $743M +$26.6M $30.80 141
2017 Q3 23.2M $684M +$21.4M $29.50 128
2017 Q2 22.7M $602M +$7.36M $26.50 128
2017 Q1 22.5M $556M +$64.5M $24.75 132
2016 Q4 21.9M $564M +$8.95M $25.75 132
2016 Q3 21.7M $389M +$2.25M $17.95 121
2016 Q2 21.6M $379M +$2.34M $17.58 125
2016 Q1 21.4M $376M +$43.2K $17.57 120
2015 Q4 21.3M $401M +$7.89M $18.84 118
2015 Q3 20.4M $384M +$11.9M $18.82 114
2015 Q2 20.1M $359M +$8.05M $17.87 106
2015 Q1 19.9M $337M -$2.92M $17.00 103
2014 Q4 20M $351M +$4.13M $17.55 98
2014 Q3 20.1M $318M +$2.74M $15.84 93
2014 Q2 19.9M $321M +$144M $16.09 99
2014 Q1 11M $186M +$13.3M $16.92 79