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

CUSIP: 42722X106

Q4 2022 13F Holders as of 31 Dec 2022

Holder snapshot 7 signals
Share change
+99,282
Put/Call ratio
139%
SEC-reported price per share
$30.64
Number of holders
180
Value change
+$4,144,795
Number of buys
93
Open additional details 1 more signal available
Number of sells
58
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
41,127,076

Security key

42722X106

Report period

Q4 2022

Institutions

180

Top holders

10

Ownership snapshot

Top reported holders of HFWA - HERITAGE FINANCIAL CORP /WA/ - Common Stock (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
BlackRock Finance, Inc.
Disclosed value leader
BlackRock Finance, Inc.
Comparable rows
15/15
Latest evidence
30 Sep 2022
13F Lead comparable stake: 13% Showing 1-6 of 15 holder rows.

Quick read

BlackRock Finance, Inc. leads the comparable SEC ownership view at 13%.

15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens BlackRock Finance, Inc.'s linked filing trail.
Comparable ownership Top 5
BlackRock Finance, Inc. 13%
VANGUARD GROUP INC 5.6%
DIMENSIONAL FUND ADVISORS LP 4.9%
ALLIANCEBERNSTEIN L.P. 4%
STATE STREET CORP 3.7%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
BlackRock Finance, Inc.
13F
Company
13F
13%
$136,883,000
5,171,234 shares
30 Sep 2022
VANGUARD GROUP INC
13F
Company
13F
5.6%
$61,200,000
2,312,025 shares
30 Sep 2022
DIMENSIONAL FUND ADVISORS LP
13F
Company
13F
4.9%
$53,500,000
2,021,106 shares
30 Sep 2022
ALLIANCEBERNSTEIN L.P.
13F
Company
13F
4%
$44,061,000
1,664,579 shares
30 Sep 2022
STATE STREET CORP
13F
Company
13F
3.7%
$40,443,000
1,527,871 shares
30 Sep 2022
Invesco Ltd.
13F
Company
13F
2.8%
$30,208,000
1,141,195 shares
30 Sep 2022
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q4 2022

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
180
Shares
27,827,247
Rows available
180
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q4 2022 vs Q1 2026 Across Filers

Q1 2026 holders
183
Q4 2022 holders
180
Holder diff
-3
Investor Q1 2026 Shares Q4 2022 Shares Share Diff Share Chg % Q1 2026 value Q4 2022 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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