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Heritage Financial Corp (HFWA)

CUSIP: 42722X106 | NYSE | Financial Services · Banks - Regional | Small Cap | 577 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/ABlackRock, Inc.5,859,24114.3%New 5%+ stakeSep 30, 20265,811,114 sh (Jun 30, 2026)
13G/AJennison Associates LLC3,580,4678.8%New 5%+ stakeSep 30, 20263,538,159 sh (Jun 30, 2026)
13G/ABlackRock, Inc.5,859,241
14.3% of class · Sep 30, 2026New 5%+ stake
5,811,114 sh (Jun 30, 2026)
13G/AJennison Associates LLC3,580,467
8.8% of class · Sep 30, 2026New 5%+ stake
3,538,159 sh (Jun 30, 2026)

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP2,269,348
0.0% of portfolio›$62.7M
Bank of New York Mellon Corp411,938
0.0% of portfolio›$11.4M
ProShare Advisors LLC331,715
0.0% of portfolio›$9.2M
Principal Financial Group Inc195,556
0.0% of portfolio›$5.4M
Keybank National Association73,222
0.0% of portfolio›$2.0M
Deprince Race & Zollo Inc68,401
0.0% of portfolio›$1.9M
Pacific Asset Management, LLC49,050
0.7% of portfolio›$1.4M
State of New Jersey Common Pension Fund D41,685
0.0% of portfolio›$1.2M
Citigroup Inc36,309
0.0% of portfolio›$1.0M
Creative Planning26,719
0.0% of portfolio›$738.2K
Thrivent Financial for Lutherans26,024
0.0% of portfolio›$719.0K
Commonwealth Equity Services, LLC24,943
0.0% of portfolio›$689.2K
Illinois Municipal Retirement Fund22,076
0.0% of portfolio›$610.0K
Bensler, LLC20,450
0.1% of portfolio›$565.0K
Badgley Phelps Wealth Managers, LLC20,421
0.0% of portfolio›$564.2K
Mengis Capital Management, Inc.20,397
0.1% of portfolio›$563.6K
Wealth Enhancement Advisory Services, LLC18,671
0.0% of portfolio›$514.8K
Horst & Graben Wealth Management LLC18,024
0.1% of portfolio›$498.0K
Louisiana State Employees Retirement System17,400
0.0% of portfolio›$480.8K
Penn Capital Management Company, LLC14,605
0.0% of portfolio›$403.5K
Fifth Third Bancorp13,150
0.0% of portfolio›$363.3K
State of Alaska, Department of Revenue11,663
0.0% of portfolio›$320
Arizona State Retirement System11,608
0.0% of portfolio›$320.7K
Amalgamated Bank10,624
0.0% of portfolio›$294.0K
Apella Capital, LLC10,473
0.0% of portfolio›$285.3K
Yousif Capital Management, LLC10,391
0.0% of portfolio›$287.1K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS9,640
0.0% of portfolio›$266.4K
Oregon Public Employees Retirement Fund9,178
0.0% of portfolio›$253.6K
Maryland State Retirement & Pension System9,158
0.0% of portfolio›$253.0K
US Bancorp \de\8,471
0.0% of portfolio›$234.1K
Gamma Investing LLC6,739
0.0% of portfolio›$186.2K
CGC Financial Services, LLC6,159
0.0% of portfolio›$170.2K
Pinnacle Wealth Planning Services, Inc.2,009
0.0% of portfolio›$55.5K
Nisa Investment Advisors, LLC1,484
0.0% of portfolio›$41.0K
New York State Teachers Retirement System1,197
0.0% of portfolio›$33.0K
Signaturefd, LLC985
0.0% of portfolio›$27.2K
Salomon & Ludwin, LLC842
0.0% of portfolio›$23.3K
Sterling Capital Management LLC810
0.0% of portfolio›$22.4K
Versant Capital Management, Inc706
0.0% of portfolio›$19.5K
Farther Finance Advisors, LLC662
0.0% of portfolio›$18.3K
Larson Financial Group LLC545
0.0% of portfolio›$15.0K
Fortitude Family Office, LLC494
0.0% of portfolio›$13.6K
First Horizon Corp395
0.0% of portfolio›$10.9K
Parkside Financial Bank & Trust377
0.0% of portfolio›$10.4K
SJS Investment Consulting Inc.367
0.0% of portfolio›$10.1K
Covestor Ltd339
0.0% of portfolio›$9
MassMutual Private Wealth & Trust, FSB332
0.0% of portfolio›$9.2K
Parallel Advisors, LLC301
0.0% of portfolio›$8.3K
Triumph Capital Management200
0.0% of portfolio›$5.5K
Root Financial Partners, LLC160
0.0% of portfolio›$4.4K
GK Wealth Management LLC109
0.0% of portfolio›$3.0K
EverSource Wealth Advisors, LLC102
0.0% of portfolio›$2.8K
Silver Grove Financial Group, Inc.81
0.0% of portfolio›$2.2K
Cedar Mountain Advisors, LLC79
0.0% of portfolio›$2.2K
Physician Wealth Advisors, Inc.67
0.0% of portfolio›$1.9K
Provenance Wealth Advisors, LLC54
0.0% of portfolio›$1.5K
Farmers & Merchants Investments Inc40
0.0% of portfolio›$1.1K
Assetmark, Inc39
0.0% of portfolio›$1.1K
Spire Wealth Management38
0.0% of portfolio›$1.1K
Simplex Trading, LLC24
0.0% of portfolio›$663
Essential Partners LLC20
0.0% of portfolio›$553
UMB Private Wealth Management, LLC14
0.0% of portfolio›$387
Valley National Advisers Inc13
0.0% of portfolio›$360
Gilpin Wealth Management, LLC13
0.0% of portfolio›$360
Financial Consulate, Inc4
0.0% of portfolio›$111
SBI Securities Co., Ltd.2
0.0% of portfolio›$55
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
2,269,348$62.7M0.0%IndexLowAustin, TX2026-11-04
Bank of New York Mellon Corp
411,938$11.4M0.0%CoreLowNew York, NY2026-11-05
ProShare Advisors LLC
331,715$9.2M0.0%GrowthLowBethesda, MD2026-10-29
Principal Financial Group Inc
195,556$5.4M0.0%CoreLowDes Moines, IA2026-11-02
Keybank National Association
73,222$2.0M0.0%CoreLowBrooklyn, OH2026-11-04
Deprince Race & Zollo Inc
68,401$1.9M0.0%Deep ValueHighWinter Park, FL2026-10-13
Pacific Asset Management, LLC
49,050$1.4M0.7%ETFVery LowGig Harbor, WA2026-10-15
State of New Jersey Common Pension Fund D
41,685$1.2M0.0%CoreLowTrenton, NJ2026-11-05
Citigroup Inc
36,309$1.0M0.0%CoreMediumNew York, NY2026-11-04
Creative Planning
26,719$738.2K0.0%IndexVery LowOverland Park, KS2026-11-02
Thrivent Financial for Lutherans
26,024$719.0K0.0%GARPMediumMinneapolis, MN2026-11-05
Commonwealth Equity Services, LLC
24,943$689.2K0.0%ETFLowWaltham, MA2026-11-02
Illinois Municipal Retirement Fund
22,076$610.0K0.0%CoreMediumOak Brook, IL2026-11-05
Bensler, LLC
20,450$565.0K0.1%MomentumMediumBellevue, WA2026-11-05
Badgley Phelps Wealth Managers, LLC
20,421$564.2K0.0%GrowthVery LowSeattle, WA2026-10-22
Mengis Capital Management, Inc.
20,397$563.6K0.1%CoreLowPortland, OR2026-10-13
Wealth Enhancement Advisory Services, LLC
18,671$514.8K0.0%CoreLowPlymouth, MN2026-10-13
Horst & Graben Wealth Management LLC
18,024$498.0K0.1%ETFMediumPortland, OR2026-11-02
Louisiana State Employees Retirement System
17,400$480.8K0.0%IndexLowBaton Rouge, LA2026-10-20
Penn Capital Management Company, LLC
14,605$403.5K0.0%ValueHighPhiladelphia, PA2026-11-04
Fifth Third Bancorp
13,150$363.3K0.0%IndexVery LowCincinnati, OH2026-11-05
State of Alaska, Department of Revenue
11,663$3200.0%CoreVery LowJuneau, AK2026-10-15
Arizona State Retirement System
11,608$320.7K0.0%IndexVery LowPhoenix, AZ2026-11-03
Amalgamated Bank
10,624$294.0K0.0%CoreVery LowNew York, NY2026-10-23
Apella Capital, LLC
10,473$285.3K0.0%ETFVery LowWest Hartford, CT2026-10-08
Yousif Capital Management, LLC
10,391$287.1K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
9,640$266.4K0.0%CoreLowHarrisburg, PA2026-11-03
Oregon Public Employees Retirement Fund
9,178$253.6K0.0%IndexVery LowTigard, OR2026-10-30
Maryland State Retirement & Pension System
9,158$253.0K0.0%IndexVery LowBaltimore, MD2026-11-05
US Bancorp \de\
8,471$234.1K0.0%IndexLowMinneapolis, MN2026-11-05
Gamma Investing LLC
6,739$186.2K0.0%IndexVery LowFoster City, CA2026-10-08
CGC Financial Services, LLC
6,159$170.2K0.0%ETFLowLake Oswego, OR2026-10-13
Pinnacle Wealth Planning Services, Inc.
2,009$55.5K0.0%GARPLowMansfield, OH2026-10-27
Nisa Investment Advisors, LLC
1,484$41.0K0.0%IndexVery LowSt. Louis, MO2026-10-20
New York State Teachers Retirement System
1,197$33.0K0.0%CoreVery LowAlbany, NY2026-10-22
Signaturefd, LLC
985$27.2K0.0%IndexLowAtlanta, GA2026-10-23
Salomon & Ludwin, LLC
842$23.3K0.0%ETFVery LowRichmond, VA2026-10-29
Sterling Capital Management LLC
810$22.4K0.0%GARPMediumCharlotte, NC2026-10-22
Versant Capital Management, Inc
706$19.5K0.0%GARPLowPhoenix, AZ2026-10-02
Farther Finance Advisors, LLC
662$18.3K0.0%IndexLowSan Francisco, CA2026-10-08
Larson Financial Group LLC
545$15.0K0.0%GrowthLowSt Louis, MO2026-11-05
Fortitude Family Office, LLC
494$13.6K0.0%ETFMediumScottsdale, AZ2026-10-14
First Horizon Corp
395$10.9K0.0%CoreLowMemphis, TN2026-10-26
Parkside Financial Bank & Trust
377$10.4K0.0%CoreVery LowSaint Louis, MO2026-10-27
SJS Investment Consulting Inc.
367$10.1K0.0%ETFVery LowSylvania, OH2026-10-26
Covestor Ltd
339$90.0%ValueHighLondon, United Kingdom2026-10-30
MassMutual Private Wealth & Trust, FSB
332$9.2K0.0%CoreLowSpringfield, MA2026-10-05
Parallel Advisors, LLC
301$8.3K0.0%IndexLowSan Francisco, CA2026-11-03
Triumph Capital Management
200$5.5K0.0%ETFMediumDenver, CO2026-10-14
Root Financial Partners, LLC
160$4.4K0.0%ETFMediumEncinitas, CA2026-10-21
GK Wealth Management LLC
109$3.0K0.0%GARPVery HighReno, NV2026-10-09
EverSource Wealth Advisors, LLC
102$2.8K0.0%CoreMediumBirmingham, AL2026-11-04
Silver Grove Financial Group, Inc.
81$2.2K0.0%CoreMediumOrchard Park, NY2026-11-05
Cedar Mountain Advisors, LLC
79$2.2K0.0%ETFVery LowLake Oswego, OR2026-10-15
Physician Wealth Advisors, Inc.
67$1.9K0.0%ETFMediumMidvale, UT2026-10-20
Provenance Wealth Advisors, LLC
54$1.5K0.0%ETFLowFort Lauderdale, FL2026-10-30
Farmers & Merchants Investments Inc
40$1.1K0.0%CoreVery LowLincoln, NE2026-10-22
Assetmark, Inc
39$1.1K0.0%ETFLowConcord, CA2026-10-21
Spire Wealth Management
38$1.1K0.0%GrowthMediumMclean, VA2026-10-30
Simplex Trading, LLC
24$6630.0%CoreVery HighChicago, IL2026-11-04
Essential Partners LLC
20$5530.0%ValueMediumRancho Santa Fe, CA2026-10-14
UMB Private Wealth Management, LLC
14$3870.0%GrowthN/AKansas City, MO2026-10-19
Valley National Advisers Inc
13$3600.0%ETFLowBethlehem, PA2026-10-23
Gilpin Wealth Management, LLC
13$3600.0%GrowthLowDenver, CO2026-10-09
Financial Consulate, Inc
4$1110.0%ETFLowHunt Valley, MD2026-10-23
SBI Securities Co., Ltd.
2$550.0%Agg GrowthLowTokyo, Mexico2026-10-22