Security key
42722X106
HERITAGE FINANCIAL CORP /WA/ - Common Stock (HFWA)
CUSIP: 42722X106
Q4 2025 13F Holders as of 31 Dec 2025
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 41,127,076
- Total 13F shares
- 29,599,588
- Share change
- +384,531
- Total reported value
- $700,195,549
- Price per share
- $23.65
- Number of holders
- 174
- Value change
- +$9,026,912
- Number of buys
- 79
- Number of sells
- 76
Report period
Q4 2025
Institutions
174
Top holders
10
HFWA full security history
Newer quarter: Q1 2026
Previous quarter: Q3 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 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.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| PRUDENTIAL FINANCIAL INC |
13D/G
13F
|
Company |
8.3%
|
2,822,688
|
$64,893,597 | +$12,390,759 | 31 Mar 2025 | |
| ALLIANCEBERNSTEIN L.P. |
13D/G
13F
|
Company |
4.4%
|
1,496,664
|
$34,408,305 | $0 | 31 Dec 2024 | |
| Jeffrey J. Deuel |
3/4/5
|
CEO, Director |
0.18%
|
72,956
|
$1,624,000 | — | 06 May 2025 | |
| Deborah J. Gavin |
3/4/5
|
Director |
0.06%
|
23,997
|
$552,890 | — | 01 May 2025 | |
| BlackRock, Inc. |
13F
|
Company |
11%
|
4,727,202
|
$114,351,006 | — | 30 Sep 2025 | |
| JENNISON ASSOCIATES LLC |
13F
|
Company |
7.5%
|
3,080,022
|
$74,505,732 | — | 30 Sep 2025 | |
| VICTORY CAPITAL MANAGEMENT INC |
13F
|
Company |
6.4%
|
2,626,334
|
$63,531,019 | — | 30 Sep 2025 | |
| VANGUARD GROUP INC |
13F
|
Company |
5.8%
|
2,366,903
|
$57,255,383 | — | 30 Sep 2025 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
4.9%
|
2,028,293
|
$49,065,785 | — | 30 Sep 2025 | |
| STATE STREET CORP |
13F
|
Company |
3.7%
|
1,524,693
|
$36,882,324 | — | 30 Sep 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
2%
|
838,428
|
$20,282,208 | — | 30 Sep 2025 | |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP |
13F
|
Company |
1.2%
|
502,870
|
$12,164,425 | — | 30 Sep 2025 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
1.1%
|
463,401
|
$11,209,670 | — | 30 Sep 2025 | |
| ALGEBRIS (UK) LTD |
13F
|
Company |
1.1%
|
445,760
|
$10,774,675 | — | 30 Sep 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.97%
|
398,659
|
$9,643,561 | — | 30 Sep 2025 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.85%
|
348,968
|
$8,441,536 | — | 30 Sep 2025 | |
| MORGAN STANLEY |
13F
|
Company |
0.85%
|
348,533
|
$8,431,033 | — | 30 Sep 2025 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.83%
|
341,465
|
$8,260,050 | — | 30 Sep 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.8%
|
327,810
|
$7,929,724 | — | 30 Sep 2025 | |
| LORD, ABBETT & CO. LLC |
13F
|
Company |
0.79%
|
326,731
|
$7,904,000 | — | 30 Sep 2025 | |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE |
13F
|
Company |
0.77%
|
317,986
|
$7,692,081 | — | 30 Sep 2025 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
0.69%
|
285,830
|
$6,914,228 | — | 30 Sep 2025 | |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.68%
|
280,519
|
$6,785,755 | — | 30 Sep 2025 | |
| HEARTLAND ADVISORS INC |
13F
|
Company |
0.67%
|
275,000
|
$6,652,250 | — | 30 Sep 2025 | |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.63%
|
260,235
|
$6,295,085 | — | 30 Sep 2025 | |
| Invesco Ltd. |
13F
|
Company |
0.63%
|
257,227
|
$6,222,322 | — | 30 Sep 2025 | |
| ProShare Advisors LLC |
13F
|
Company |
0.63%
|
257,128
|
$6,219,926 | — | 30 Sep 2025 | |
| TWO SIGMA INVESTMENTS, LP |
13F
|
Company |
0.62%
|
256,567
|
$6,206,356 | — | 30 Sep 2025 | |
| Nuveen, LLC |
13F
|
Company |
0.6%
|
244,913
|
$5,924,446 | — | 30 Sep 2025 | |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. |
13F
|
Company |
0.56%
|
230,737
|
$5,581,528 | — | 30 Sep 2025 | |
| Dana Investment Advisors, Inc. |
13F
|
Company |
0.54%
|
220,739
|
$5,339,676 | — | 30 Sep 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.52%
|
215,732
|
$5,218,556 | — | 30 Sep 2025 | |
| TWO SIGMA ADVISERS, LP |
13F
|
Company |
0.51%
|
210,346
|
$5,088,270 | — | 30 Sep 2025 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
0.46%
|
188,725
|
$4,565,258 | — | 30 Sep 2025 | |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC |
13F
|
Company |
0.43%
|
177,417
|
$4,291,710 | — | 30 Sep 2025 | |
| ROYCE & ASSOCIATES LP |
13F
|
Company |
0.41%
|
169,014
|
$4,088,449 | — | 30 Sep 2025 | |
| GREAT LAKES ADVISORS, LLC |
13F
|
Company |
0.4%
|
164,241
|
$3,972,990 | — | 30 Sep 2025 | |
| Russell Investments Group, Ltd. |
13F
|
Company |
0.34%
|
140,825
|
$3,406,566 | — | 30 Sep 2025 | |
| Empowered Funds, LLC |
13F
|
Company |
0.33%
|
137,735
|
$3,331,810 | — | 30 Sep 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.33%
|
136,731
|
$3,307,531 | — | 30 Sep 2025 | |
| MARTIN & CO INC /TN/ |
13F
|
Company |
0.32%
|
132,587
|
$3,207,286 | — | 30 Sep 2025 | |
| PUBLIC SECTOR PENSION INVESTMENT BOARD |
13F
|
Company |
0.32%
|
132,457
|
$3,204,135 | — | 30 Sep 2025 | |
| AQR CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.31%
|
128,975
|
$3,119,914 | — | 30 Sep 2025 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
0.27%
|
110,764
|
$2,679,390 | — | 30 Sep 2025 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
0.24%
|
99,891
|
$2,416,346 | — | 30 Sep 2025 | |
| UBS Group AG |
13F
|
Company |
0.24%
|
98,432
|
$2,381,070 | — | 30 Sep 2025 | |
| Legal & General Group Plc |
13F
|
Company |
0.22%
|
91,912
|
$2,223,351 | — | 30 Sep 2025 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.19%
|
80,197
|
$1,940,000 | — | 30 Sep 2025 | |
| LSV ASSET MANAGEMENT |
13F
|
Company |
0.18%
|
74,500
|
$1,802,000 | — | 30 Sep 2025 | |
| DEPRINCE RACE & ZOLLO INC |
13F
|
Company |
0.17%
|
70,514
|
$1,705,734 | — | 30 Sep 2025 |
Institutional Holders of HERITAGE FINANCIAL CORP /WA/ - Common Stock (HFWA) as of Q4 2025
As of 31 Dec 2025,
HERITAGE FINANCIAL CORP /WA/ - Common Stock (HFWA) was held by
174 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
29,599,588 shares.
The largest 10 holders included
BlackRock, Inc., JENNISON ASSOCIATES LLC, VICTORY CAPITAL MANAGEMENT INC, VANGUARD GROUP INC, DIMENSIONAL FUND ADVISORS LP, STATE STREET CORP, ALLIANCEBERNSTEIN L.P., GEODE CAPITAL MANAGEMENT, LLC, BASSWOOD CAPITAL MANAGEMENT, L.L.C., and ALGEBRIS (UK) LTD.
This page lists
174
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2025 vs Q3 2025 Across Filers
Q3 2025 holders
169
Q4 2025 holders
174
Holder diff
5
| Investor | Q3 2025 Shares | Q4 2025 Shares | Share Diff | Share Chg % | Q3 2025 Value $ | Q4 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.