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
34,128,525
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares, excl. options
29,190,820
Holdings value
$706,049,426
% of all portfolios
0%
Number of holders
168
Number of buys
69
Number of sells
-84
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% $64,893,597 +$12,390,759 2,822,688 +23.6% PRUDENTIAL FINANCIAL INC 31 Mar 2025
JENNISON ASSOCIATES LLC 8.1% +22.9% $63,271,101 +$12,537,551 2,752,114 +24.7% Jennison Associates LLC 31 Mar 2025
VICTORY CAPITAL MANAGEMENT INC 7.05% $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

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

Period Reported Shares, Excl. Options Value, Excl. Options Change Price Investors
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 $24.5 168
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 $21.4 154
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 $25.5 124
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 $20 116
2020 Q1 28,770,447 $575,030,020 -$14,976,297 $20 118
2019 Q4 29,293,507 $828,926,999 -$1,704,097 $28.3 127
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 $30.6 148
2017 Q4 24,127,938 $743,224,691 +$26,569,002 $30.8 141
2017 Q3 23,197,628 $684,479,875 +$21,433,860 $29.5 128
2017 Q2 22,721,877 $602,129,056 +$7,358,811 $26.5 128
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 $17 103
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