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

Q4 2025 13F Holders as of 31 Dec 2025

Type / Class
Equity / Common Stock
Shares outstanding
33,773,533
Total 13F shares
29,599,566
Share change
+384,521
Total reported value
$700,195,029
Price per share
$23.65
Number of holders
173
Value change
+$9,026,676
Number of buys
78
Number of sells
76

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 173 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 29,599,566 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 173 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
* 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.