Security key
42722X106
HERITAGE FINANCIAL CORP /WA/ - Common Stock (HFWA)
CUSIP: 42722X106
Q1 2023 13F Holders as of 31 Mar 2023
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 27,631,155
- Total 13F value
- $591,296,743
- Share change
- +4,721
- Put/Call ratio
- 400%
- SEC-reported price per share
- $21.40
- Number of holders
- 154
- Value change
- -$10,064,639
- Number of buys
- 70
- Number of sells
- 91
- Shares outstanding
- 40,687,125
Holder snapshot
7 signals
Open additional details 1 more signal available
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q1 2023
Institutions
154
Top holders
10
HFWA full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q1 2026
HERITAGE FINANCIAL CORP /WA/ SEC filings
HERITAGE FINANCIAL CORP /WA/ company facts
Broader feeds
Reporting periods
Holder history for CUSIP 42722X106
Recent filing periods:
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
0/15
Latest evidence
31 Dec 2022
13F
Highest disclosed value: $151,344,534
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
BlackRock Finance, Inc. has the largest disclosed position value at $151.34M.
0 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.
Disclosed position value
Top 5
BlackRock Finance, Inc.
$151.34M
VANGUARD GROUP INC
$71.74M
DIMENSIONAL FUND ADVISORS LP
$62.24M
ALLIANCEBERNSTEIN L.P.
$51.63M
STATE STREET CORP
$43.39M
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
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
|
—
denominator unverified
|
$151,344,534
4,939,443 shares
|
— | 31 Dec 2022 |
| VANGUARD GROUP INC |
13F
Company
|
—
denominator unverified
|
$71,737,493
2,341,302 shares
|
— | 31 Dec 2022 |
| DIMENSIONAL FUND ADVISORS LP |
13F
Company
|
—
denominator unverified
|
$62,237,000
2,031,189 shares
|
— | 31 Dec 2022 |
| ALLIANCEBERNSTEIN L.P. |
13F
Company
|
—
denominator unverified
|
$51,629,319
1,685,030 shares
|
— | 31 Dec 2022 |
| STATE STREET CORP |
13F
Company
|
—
denominator unverified
|
$43,390,376
1,416,135 shares
|
— | 31 Dec 2022 |
| Invesco Ltd. |
13F
Company
|
—
denominator unverified
|
$33,299,828
1,086,809 shares
|
— | 31 Dec 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 Q1 2023
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
154
Shares
27,631,155
Rows available
154
| 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 Q1 2023 vs Q1 2026 Across Filers
Q1 2026 holders
184
Q1 2023 holders
154
Holder diff
-30
| Investor | Q1 2026 Shares | Q1 2023 Shares | Share Diff | Share Chg % | Q1 2026 value | Q1 2023 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend