HERITAGE FINANCIAL CORP (HFWA) Institutional Ownership
HFWA is currently held by 1 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $4.90M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.
The largest disclosed holder is Renaissance Technologies LLC, which reported ownership valued at approximately $4.90M in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Renaissance Technologies LLC's HFWA position is now estimated to be worth approximately $5.18M, representing an estimated gain of +5.85% since the filing period.
Major shareholders tracked on this page include Renaissance Technologies LLC, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.
This page tracks institutional ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward HERITAGE FINANCIAL CORP (HFWA).
Institutional Ownership Trend
| Portfolio quarter | Institutional holders | Total reported value | Total shares |
|---|---|---|---|
| Q1 2026 | 1 | $4,896,866 | 188,341 |
| Q4 2025 | 1 | $6,573,588 | 277,953 |
| Q3 2025 | 1 | $6,914,228 | 285,830 |
| Q2 2025 | 1 | $7,665,371 | 321,534 |
| Q1 2025 | 1 | $8,088,022 | 332,430 |
| Q4 2024 | 1 | $6,020,385 | 245,730 |
| Q3 2024 | 1 | $6,444,573 | 296,030 |
| Q2 2024 | 1 | $5,789,235 | 321,089 |
| Q1 2024 | 1 | $5,894 | 303,989 |
| Q4 2023 | 1 | $3,108 | 145,289 |
| Q3 2023 | 2 | $187,264 | 236,745 |
| Q2 2023 | 1 | $2,311 | 142,889 |
Related HFWA Institutional Insights:
- HFWA Institutional Ownership & Insiders Activity
- HFWA Institutional Ownership & 13F Activity
- HFWA Top Institutional Shareholders
- HFWA Institutional Buying Activity
- HFWA Institutional Selling Activity
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- HFWA Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings