Latest Period
Q4 2025
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
173
Shares (Excl. Options)
29,599,566
Price
$23.65
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- Type / Class
- Equity / Common Stock
- Symbol
- HFWA on Nasdaq
- Shares outstanding
- 41,198,372
- Price per share
- $27.22
- All holders as of 31 Dec 2025
- Q4 2025
- Total 13F shares
- 29,599,566
- Total reported value
- $700,195,029
- % of total 13F portfolios
- 0%
- Share change
- +384,521
- Value change
- +$9,026,676
- Number of holders
- 173
- Price from insider filings
- $27.22
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Quick Takeaways
- HFWA - HERITAGE FINANCIAL CORP /WA/ - Common Stock is tracked under CUSIP 42722X106.
- 173 institutions reported positions in Q4 2025.
- 7 significant owners is listed from Schedule 13D/13G reporting.
What Changed
- Holder count moved from 173 to 57 between Q4 2025 and Q1 2026.
- Reported value moved from $700,195,029 to $145,733,752.
Why This Matters
- 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.
Source Evidence
Source: SEC Form 13F
Open SEC Evidence
Latest holder context comes from 173 institutions filings for Q4 2025.
Investment Quick Answers
What is CUSIP 42722X106?
CUSIP 42722X106 identifies HFWA - HERITAGE FINANCIAL CORP /WA/ - Common Stock in SEC 13F datasets.
Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.
Next ownership checks
Use the next link that matches the question you still need to answer about this security.
- Latest 13F filings when you want to inspect fresh institutional portfolio moves.
- Latest Schedule 13D/13G reports when you need large-owner changes outside the 13F cycle.
- All institutional ownership pages to compare this security with other holder-history pages.
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 42722X106:
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 |
|---|---|---|---|---|---|---|---|---|
| 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 | 7% | $60,825,222 | 2,406,061 | Victory Capital Management, Inc. | 30 Jun 2025 | |||
| 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 Dec 2025, 173 institutional investors reported holding 29,599,566 shares of HERITAGE FINANCIAL CORP /WA/ - Common Stock (HFWA). This represents 72% of the company’s total 41,198,372 outstanding shares.
Top 25 Institutional Shareholders
The largest institutional shareholders of HERITAGE FINANCIAL CORP /WA/ - Common Stock (HFWA) together control 59% 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. | 12% | 4,913,023 | +3.9% | 0% | $116,192,988 |
| JENNISON ASSOCIATES LLC | 7.5% | 3,107,165 | +0.88% | 0.04% | $73,484,451 |
| VICTORY CAPITAL MANAGEMENT INC | 5.9% | 2,435,692 | -7.3% | 0.03% | $57,604,116 |
| VANGUARD GROUP INC | 5.9% | 2,412,325 | +1.9% | 0% | $57,051,487 |
| DIMENSIONAL FUND ADVISORS LP | 4.8% | 1,978,610 | -2.4% | 0.01% | $46,794,955 |
| STATE STREET CORP | 3.8% | 1,573,458 | +3.2% | 0% | $37,212,282 |
| ALLIANCEBERNSTEIN L.P. | 3.2% | 1,306,960 | -2.8% | 0.01% | $30,909,604 |
| GEODE CAPITAL MANAGEMENT, LLC | 2% | 842,598 | +0.5% | 0% | $19,929,064 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 1.5% | 607,105 | +163% | 0.63% | $14,358,033 |
| ALGEBRIS (UK) LTD | 1.3% | 520,686 | +17% | 0.98% | $12,319,985 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.2% | 504,221 | +0.27% | 0.01% | $11,924,827 |
| MORGAN STANLEY | 0.97% | 399,617 | +15% | 0% | $9,450,974 |
| NORTHERN TRUST CORP | 0.91% | 376,622 | -5.5% | 0% | $8,907,111 |
| Bank of New York Mellon Corp | 0.89% | 366,526 | +7.3% | 0% | $8,668,333 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.79% | 326,536 | -0.39% | 0% | $7,722,576 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 0.76% | 314,186 | -1.2% | 0.01% | $7,430,499 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 0.69% | 282,819 | +0.82% | 0.02% | $6,688,669 |
| RENAISSANCE TECHNOLOGIES LLC | 0.67% | 277,953 | -2.8% | 0.01% | $6,573,588 |
| LORD, ABBETT & CO. LLC | 0.67% | 277,749 | -15% | 0.02% | $6,569,000 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.67% | 275,015 | +5.7% | 0.14% | $6,504,105 |
| HEARTLAND ADVISORS INC | 0.67% | 275,000 | 0% | 0.35% | $6,503,750 |
| TWO SIGMA INVESTMENTS, LP | 0.65% | 269,492 | +5% | 0.01% | $6,373,486 |
| Invesco Ltd. | 0.64% | 264,519 | +2.8% | 0% | $6,255,873 |
| ProShare Advisors LLC | 0.61% | 251,929 | -2% | 0.01% | $5,958,120 |
| Nuveen, LLC | 0.57% | 234,551 | -4.2% | 0% | $5,547,131 |
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 |
|---|---|---|---|---|---|
| 2026 Q1 | 5,605,129 | $145,733,752 | +$7,658,597 | $26.00 | 57 |
| 2025 Q4 | 29,599,566 | $700,195,029 | +$9,026,676 | $23.65 | 173 |
| 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 |
| 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 |