Security key
42722X106
HERITAGE FINANCIAL CORP /WA/ - Common Stock (HFWA)
CUSIP: 42722X106
Q2 2025 13F Holders as of 30 Jun 2025
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 41,127,076
- Total 13F shares
- 28,761,394
- Share change
- +222,607
- Total reported value
- $685,589,722
- Price per share
- $23.84
- Number of holders
- 171
- Value change
- +$5,074,376
- Number of buys
- 72
- Number of sells
- 81
Report period
Q2 2025
Institutions
171
Top holders
10
HFWA full security history
Newer quarter: Q3 2025
Previous quarter: Q1 2025
HERITAGE FINANCIAL CORP /WA/ SEC filings
HERITAGE FINANCIAL CORP /WA/ company facts
Broader feeds
Reporting periods
Holder history for CUSIP 42722X106
Recent filing periods:
Top shareholders of HFWA - HERITAGE FINANCIAL CORP /WA/ - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. |
13F
|
Company |
12%
|
4,945,934
|
$120,334,568 | — | 31 Mar 2025 | |
| JENNISON ASSOCIATES LLC |
13F
|
Company |
6.7%
|
2,752,114
|
$66,958,932 | — | 31 Mar 2025 | |
| PRUDENTIAL FINANCIAL INC |
13D/G
13F
|
Company |
8.3%
|
2,822,688
|
$64,893,597 | +$12,390,759 | 31 Mar 2025 | |
| VANGUARD GROUP INC |
13F
|
Company |
5.9%
|
2,410,536
|
$58,648,340 | — | 31 Mar 2025 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
5%
|
2,068,765
|
$50,332,000 | — | 31 Mar 2025 | |
| STATE STREET CORP |
13F
|
Company |
3.7%
|
1,534,870
|
$37,343,387 | — | 31 Mar 2025 | |
| VICTORY CAPITAL MANAGEMENT INC |
13F
|
Company |
3.6%
|
1,480,997
|
$36,032,657 | — | 31 Mar 2025 | |
| ALLIANCEBERNSTEIN L.P. |
13D/G
13F
|
Company |
4.4%
|
1,496,664
|
$34,408,305 | $0 | 31 Dec 2024 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
2%
|
824,582
|
$20,066,474 | — | 31 Mar 2025 | |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP |
13F
|
Company |
1.1%
|
444,876
|
$10,823,833 | — | 31 Mar 2025 | |
| MORGAN STANLEY |
13F
|
Company |
1.1%
|
431,882
|
$10,507,720 | — | 31 Mar 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
1%
|
412,199
|
$10,028,802 | — | 31 Mar 2025 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.94%
|
386,956
|
$9,414,639 | — | 31 Mar 2025 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.86%
|
354,123
|
$8,615,810 | — | 31 Mar 2025 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
0.81%
|
332,430
|
$8,088,022 | — | 31 Mar 2025 | |
| Invesco Ltd. |
13F
|
Company |
0.8%
|
328,781
|
$7,999,242 | — | 31 Mar 2025 | |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE |
13F
|
Company |
0.8%
|
327,248
|
$7,961,944 | — | 31 Mar 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.79%
|
323,754
|
$7,876,935 | — | 31 Mar 2025 | |
| LORD, ABBETT & CO. LLC |
13F
|
Company |
0.77%
|
316,149
|
$7,692,000 | — | 31 Mar 2025 | |
| ProShare Advisors LLC |
13F
|
Company |
0.74%
|
304,049
|
$7,397,513 | — | 31 Mar 2025 | |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.71%
|
291,900
|
$7,101,927 | — | 31 Mar 2025 | |
| HEARTLAND ADVISORS INC |
13F
|
Company |
0.67%
|
275,000
|
$6,690,750 | — | 31 Mar 2025 | |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.6%
|
246,298
|
$5,992,430 | — | 31 Mar 2025 | |
| AQR CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.58%
|
238,210
|
$5,795,638 | — | 31 Mar 2025 | |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC |
13F
|
Company |
0.57%
|
234,065
|
$5,694,808 | — | 31 Mar 2025 | |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. |
13F
|
Company |
0.56%
|
230,737
|
$5,613,831 | — | 31 Mar 2025 | |
| Dana Investment Advisors, Inc. |
13F
|
Company |
0.55%
|
225,692
|
$5,491,086 | — | 31 Mar 2025 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
0.52%
|
213,628
|
$5,197,578 | — | 31 Mar 2025 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
0.47%
|
193,820
|
$4,715,640 | — | 31 Mar 2025 | |
| GREAT LAKES ADVISORS, LLC |
13F
|
Company |
0.46%
|
189,044
|
$4,599,441 | — | 31 Mar 2025 | |
| DEPRINCE RACE & ZOLLO INC |
13F
|
Company |
0.45%
|
184,835
|
$4,497,035 | — | 31 Mar 2025 | |
| Russell Investments Group, Ltd. |
13F
|
Company |
0.42%
|
174,151
|
$4,237,093 | — | 31 Mar 2025 | |
| ROYCE & ASSOCIATES LP |
13F
|
Company |
0.4%
|
166,120
|
$4,041,700 | — | 31 Mar 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.39%
|
161,214
|
$3,922,334 | — | 31 Mar 2025 | |
| PANAGORA ASSET MANAGEMENT INC |
13F
|
Company |
0.38%
|
155,661
|
$3,787,232 | — | 31 Mar 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.38%
|
154,908
|
$3,768,912 | — | 31 Mar 2025 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.34%
|
140,980
|
$3,430,042 | — | 31 Mar 2025 | |
| MARTIN & CO INC /TN/ |
13F
|
Company |
0.32%
|
132,713
|
$3,228,913 | — | 31 Mar 2025 | |
| TWO SIGMA INVESTMENTS, LP |
13F
|
Company |
0.31%
|
129,495
|
$3,150,613 | — | 31 Mar 2025 | |
| TWO SIGMA ADVISERS, LP |
13F
|
Company |
0.31%
|
125,546
|
$3,054,534 | — | 31 Mar 2025 | |
| Empowered Funds, LLC |
13F
|
Company |
0.3%
|
123,798
|
$3,012,005 | — | 31 Mar 2025 | |
| ZACKS INVESTMENT MANAGEMENT |
13F
|
Company |
0.3%
|
122,706
|
$2,985,445 | — | 31 Mar 2025 | |
| Trexquant Investment LP |
13F
|
Company |
0.28%
|
116,930
|
$2,844,907 | — | 31 Mar 2025 | |
| PUBLIC SECTOR PENSION INVESTMENT BOARD |
13F
|
Company |
0.26%
|
107,826
|
$2,623,407 | — | 31 Mar 2025 | |
| JANE STREET GROUP, LLC |
13F
|
Company |
0.26%
|
107,482
|
$2,615,037 | — | 31 Mar 2025 | |
| Nuveen, LLC |
13F
|
Company |
0.25%
|
102,381
|
$2,490,929 | — | 31 Mar 2025 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
0.24%
|
97,786
|
$2,379,119 | — | 31 Mar 2025 | |
| UBS Group AG |
13F
|
Company |
0.24%
|
97,738
|
$2,377,965 | — | 31 Mar 2025 | |
| Legal & General Group Plc |
13F
|
Company |
0.22%
|
89,796
|
$2,184,735 | — | 31 Mar 2025 | |
| CITIGROUP INC |
13F
|
Company |
0.22%
|
89,567
|
$2,179,165 | — | 31 Mar 2025 |
Institutional Holders of HERITAGE FINANCIAL CORP /WA/ - Common Stock (HFWA) as of Q2 2025
As of 30 Jun 2025,
HERITAGE FINANCIAL CORP /WA/ - Common Stock (HFWA) was held by
171 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
28,761,394 shares.
The largest 10 holders included
BlackRock, Inc., JENNISON ASSOCIATES LLC, VANGUARD GROUP INC, VICTORY CAPITAL MANAGEMENT INC, DIMENSIONAL FUND ADVISORS LP, STATE STREET CORP, ALLIANCEBERNSTEIN L.P., GEODE CAPITAL MANAGEMENT, LLC, ARROWSTREET CAPITAL, LIMITED PARTNERSHIP, and NORTHERN TRUST CORP.
This page lists
170
institutional shareholders reporting positions in this security
for the Q2 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2025 vs Q1 2025 Across Filers
Q1 2025 holders
179
Q2 2025 holders
171
Holder diff
-8
| Investor | Q1 2025 Shares | Q2 2025 Shares | Share Diff | Share Chg % | Q1 2025 Value $ | Q2 2025 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.