Latest Period
Q1 2026
Security Snapshot
HERITAGE FINANCIAL CORP /WA/ - Common Stock (HFWA) Institutional Ownership
CUSIP: 42722X106
13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026
Institutions Reporting
183
Shares (Excl. Options)
32,792,498
Price
$26.00
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- Security type / class
- Equity / Common Stock
- Symbol
- HFWA on Nasdaq
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 32,792,498
- Total 13F value
- $849,893,122
- Portfolio coverage rank
- 0%
- Share change
- +2,788,532
- Value change
- +$73,812,267
- Number of holders
- 183
- Shares outstanding
- 41,127,076
- SEC-reported price per share
- $26.75
- Insider filing price
- $26.75
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- HFWA - HERITAGE FINANCIAL CORP /WA/ - Common Stock is tracked under CUSIP 42722X106.
- 183 institutions reported positions in Q1 2026.
- 7 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 174 to 183 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $700,195,549 to $849,893,122.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 183 institutions filings for Q1 2026.
Security key
42722X106
Latest holder period
Q1 2026
13F holders
183
13D/G owners
7
CIK / CUSIP context first
Open Q1 2026 holders
HFWA full holder history
HERITAGE FINANCIAL CORP /WA/ SEC filings
HERITAGE FINANCIAL CORP /WA/ company facts
HERITAGE FINANCIAL CORP /WA/ insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 42722X106:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
7
Security
HFWA
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | 13% | $142,089,636 | 5,464,986 | BlackRock, Inc. | 31 Mar 2026 | |||
| JENNISON ASSOCIATES LLC | 7.8% | -16% | $87,470,735 | +$2,893,704 | 3,213,473 | +3.4% | Jennison Associates LLC | 31 Mar 2026 |
| PRUDENTIAL FINANCIAL INC | 8.3% | +23% | $64,893,597 | +$12,390,759 | 2,822,688 | +24% | PRUDENTIAL FINANCIAL INC | 31 Mar 2025 |
| VICTORY CAPITAL MANAGEMENT INC | 6% | -15% | $67,392,637 | +$1,899,657 | 2,475,850 | +2.9% | Victory Capital Management, Inc. | 31 Mar 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | 5.2% | $56,095,468 | 2,157,518 | Vanguard Capital Management | 31 Mar 2026 | |||
| DIMENSIONAL FUND ADVISORS LP | 4.8% | $50,868,402 | 1,956,477 | Dimensional Fund Advisors LP | 31 Mar 2026 | |||
| ALLIANCEBERNSTEIN L.P. | 4.4% | $34,408,305 | 1,496,664 | AllianceBernstein L.P. | 31 Dec 2024 |
As of 31 Mar 2026, 183 institutional investors reported holding 32,792,498 shares of HERITAGE FINANCIAL CORP /WA/ - Common Stock (HFWA). This represents 80% of the company’s total 41,127,076 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
64%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 14% | 5,561,782 | +13% | 0% | $144,606,324 |
| JENNISON ASSOCIATES LLC | 7.8% | 3,213,473 | +3.4% | 0.06% | $83,550,298 |
| VICTORY CAPITAL MANAGEMENT INC | 6% | 2,469,315 | +1.4% | 0.04% | $64,202,190 |
| DIMENSIONAL FUND ADVISORS LP | 4.8% | 1,956,477 | -1.1% | 0.01% | $50,867,484 |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.5% | 1,847,906 | 0% | 0% | $48,045,556 |
| STATE STREET CORP | 4.4% | 1,796,525 | +14% | 0% | $46,709,650 |
| ALLIANCEBERNSTEIN L.P. | 2.8% | 1,144,920 | -12% | 0.01% | $27,077,358 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.3% | 934,802 | +11% | 0% | $24,310,018 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 1.7% | 698,904 | +15% | 0.93% | $18,171,504 |
| Boston Partners | 1.7% | 690,319 | 0.02% | $17,963,507 | |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1.6% | 653,691 | 0% | 0% | $16,995,966 |
| WELLINGTON MANAGEMENT GROUP LLP | 1.5% | 628,320 | +548% | 0% | $16,336,320 |
| ALGEBRIS (UK) LTD | 1.3% | 518,409 | -0.44% | 0.97% | $13,456,403 |
| TWO SIGMA INVESTMENTS, LP | 1.2% | 490,410 | +82% | 0.01% | $12,750,660 |
| MORGAN STANLEY | 1.2% | 479,833 | +20% | 0% | $12,475,690 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.1% | 433,512 | -14% | 0.01% | $11,271,312 |
| NORTHERN TRUST CORP | 1% | 413,116 | +9.7% | 0% | $10,741,016 |
| Bank of New York Mellon Corp | 0.92% | 379,395 | +3.5% | 0% | $9,864,261 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.92% | 377,043 | +15% | 0% | $9,803,118 |
| Rhino Investment Partners, Inc | 0.8% | 330,459 | +78% | 2.4% | $8,591,934 |
| GOLDMAN SACHS GROUP INC | 0.76% | 312,057 | +65% | 0% | $8,113,495 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 0.75% | 309,353 | -1.5% | 0.01% | $8,043,178 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.7% | 288,579 | +4.9% | 0.15% | $7,503,054 |
| HEARTLAND ADVISORS INC | 0.67% | 275,000 | 0% | 0.36% | $7,150,000 |
| LORD, ABBETT & CO. LLC | 0.66% | 272,437 | -1.9% | 0.02% | $7,083,000 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
49
Latest
Q1 2026
Rows shown
1-25 of 49
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 32,792,498 | $849,893,122 | +$73,812,267 | $26.00 | 183 |
| 2025 Q4 | 29,599,588 | $700,195,549 | +$9,026,912 | $23.65 | 174 |
| 2025 Q3 | 29,190,833 | $706,024,605 | +$11,190,888 | $24.19 | 169 |
| 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 |