Security key
42722X106
HERITAGE FINANCIAL CORP /WA/ - Common Stock (HFWA)
CUSIP: 42722X106
Q3 2026 13F Holders as of 30 Sep 2026
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 19,034
- Total 13F value
- $521,820
- Share change
- +11,301
- SEC-reported price per share
- $27.63
- Number of holders
- 7
- Value change
- +$308,153
- Number of buys
- 4
- Number of sells
- 1
- Shares outstanding
- 41,260,873
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q3 2026
Institutions
7
Top holders
7
HFWA full security history
Ownership snapshot
Full 13F holder table
Previous 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, Inc.
Disclosed value leader
BlackRock, Inc.
Comparable rows
15/15
Latest evidence
30 Sep 2026
13F
13D/G
3/4/5
Lead comparable stake: 13%
13D/G row: BlackRock, Inc.
Showing 1-6 of 15 holder rows.
Quick read
BlackRock, Inc. leads the comparable SEC ownership view at 13%.
15 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, Inc.'s linked filing trail.
Comparable ownership
Top 5
BlackRock, Inc.
13%
PRUDENTIAL FINANCIAL INC
8.3%
JENNISON ASSOCIATES LLC
7.8%
VICTORY CAPITAL MANAGEMENT INC
6%
DIMENSIONAL FUND ADVISORS LP
5.5%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| BlackRock, Inc. |
13F
13D/G
Company
|
13%
from 13D/G
|
$172,125,190
5,811,114 shares
|
— | 30 Jun 2026 |
| PRUDENTIAL FINANCIAL INC |
13D/G
13F
Company
|
8.3%
|
$64,893,597
2,822,688 shares
|
+$12,390,759 | 31 Mar 2025 |
| JENNISON ASSOCIATES LLC |
13F
13D/G
Company
|
7.8%
from 13D/G
|
$104,800,271
3,538,159 shares
|
— | 30 Jun 2026 |
| VICTORY CAPITAL MANAGEMENT INC |
13F
13D/G
Company
|
6%
from 13D/G
|
$69,930,302
2,360,915 shares
|
— | 30 Jun 2026 |
| DIMENSIONAL FUND ADVISORS LP |
13D/G
13F
Company
|
5.5%
|
$62,701,858
2,269,348 shares
|
+$8,644,594 | 30 Sep 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC |
13D/G
13F
Vanguard Capital Management · Company
|
5.2%
|
$56,095,468
2,157,518 shares
|
$0 | 31 Mar 2026 |
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 2026
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
7
Shares
19,034
Rows available
7
| 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 Q3 2026 vs Q1 2026 Across Filers
Q1 2026 holders
184
Q3 2026 holders
7
Holder diff
-177
| Investor | Q1 2026 Shares | Q3 2026 Shares | Share Diff | Share Chg % | Q1 2026 value | Q3 2026 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend