Security key
42722X106
HERITAGE FINANCIAL CORP /WA/ - Common Stock (HFWA)
CUSIP: 42722X106
Q3 2025 13F Holders as of 30 Sep 2025
- Security type / class
- Equity / Common Stock
- Shares outstanding
- 41,127,076
- Total 13F shares
- 29,190,833
- Share change
- +458,168
- Total reported value
- $706,024,605
- Reported price per share
- $24.19
- Number of holders
- 169
- Value change
- +$11,190,888
- Number of buys
- 70
- Number of sells
- 83
Security identity
Holder snapshot
Report period
Q3 2025
Institutions
169
Top holders
10
HFWA full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q4 2025
Previous quarter: Q2 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:
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.
Lead holder
PRUDENTIAL FINANCIAL INC
13D/G signal
PRUDENTIAL FINANCIAL INC
Evidence rows
15
Latest as of
30 Jun 2025
13D/G
13F
3/4/5
Lead comparable stake: 8.3%
13D/G row: PRUDENTIAL FINANCIAL INC
Showing 1-6 of 15 holder rows.
Rank 1 holder
PRUDENTIAL FINANCIAL INC
13D/G
13F
- Ownership
- 8.3%
- Position
- $64.89M
Rank 2 holder
ALLIANCEBERNSTEIN L.P.
13D/G
13F
- Ownership
- 4.4%
- Position
- $34.41M
Rank 3 holder
Jeffrey J. Deuel
3/4/5
- Ownership
- 0.18%
- Position
- $1.62M
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| PRUDENTIAL FINANCIAL INC |
13D/G
13F
Company
|
8.3%
|
$64,893,597
2,822,688 shares
|
+$12,390,759 | 31 Mar 2025 |
| ALLIANCEBERNSTEIN L.P. |
13D/G
13F
Company
|
4.4%
|
$34,408,305
1,496,664 shares
|
$0 | 31 Dec 2024 |
| Jeffrey J. Deuel |
3/4/5
CEO, Director
|
0.18%
|
$1,624,000
72,956 shares
|
— | 06 May 2025 |
| Deborah J. Gavin |
3/4/5
Director
|
0.06%
|
$552,890
23,997 shares
|
— | 01 May 2025 |
| BlackRock, Inc. |
13F
Company
|
12%
|
$116,682,034
4,894,381 shares
|
— | 30 Jun 2025 |
| JENNISON ASSOCIATES LLC |
13F
Company
|
7.2%
|
$70,979,190
2,977,315 shares
|
— | 30 Jun 2025 |
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 Q3 2025
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
169
Shares
29,190,833
Rows available
169
| Investor | Option | Weight % | Change % | Reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* 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 failed the local validity check.
Compare Q3 2025 vs Q2 2025 Across Filers
Q2 2025 holders
171
Q3 2025 holders
169
Holder diff
-2
| Investor | Q2 2025 Shares | Q3 2025 Shares | Share Diff | Share Chg % | Q2 2025 value | Q3 2025 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend