HERITAGE FINANCIAL CORP (HFWA) Institutional Shareholders
HERITAGE FINANCIAL CORP (HFWA) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $976.11M in HFWA holdings during the latest filing period.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of HFWA tracked by InsiderSet, reporting ownership valued at approximately $172.13M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $163.82M, representing an estimated loss of -4.83% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 64% of the total disclosed HFWA value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Jennison Associates Llc, Victory Capital Management Inc, and several other long-term asset managers with concentrated positions in HERITAGE FINANCIAL CORP (HFWA).
This page ranks the largest institutional HFWA shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
188
Total Reported Value
$976.11M
Largest Holder
Blackrock, Inc.
Largest Position
$172.13M
Insider Transactions (90d)
14
Latest Filing Quarter
Q2 2026
New Institutional Positions
51
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.00% | 5,811,114 | $172,125,190 | $163,815,304 | -$8,309,886 | -4.83% | |
| Jennison Associates Llc | 0.06% | 3,538,159 | $104,800,271 | $99,740,702 | -$5,059,569 | -4.83% | |
| Victory Capital Management Inc | 0.04% | 2,360,915 | $69,930,302 | $66,554,194 | -$3,376,108 | -4.83% | |
| Dimensional Fund Advisors Lp | 0.01% | 2,044,399 | $60,554,665 | $57,631,608 | -$2,923,057 | -4.83% | |
| State Street Corp | 0.00% | 1,982,257 | $58,714,452 | $55,879,825 | -$2,834,627 | -4.83% | |
| Vanguard Capital Management Llc | 0.00% | 1,834,712 | $54,344,169 | $51,720,531 | -$2,623,638 | -4.83% | |
| Geode Capital Management, Llc | 0.00% | 1,103,769 | $32,699,016 | $31,115,248 | -$1,583,768 | -4.84% | |
| Alliancebernstein L.P. | 0.01% | 1,136,479 | $29,548,454 | $32,037,343 | +$2,488,889 | +8.42% | |
| Vanguard Portfolio Management Llc | 0.00% | 749,714 | $22,206,529 | $21,134,438 | -$1,072,091 | -4.83% | |
| Basswood Capital Management, L.L.C. | 0.87% | 689,010 | $20,408,476 | $19,423,192 | -$985,284 | -4.83% | |
| Boston Partners | 0.02% | 677,105 | $20,054,589 | $19,087,590 | -$966,999 | -4.82% | |
| Wellington Management Group Llp | 0.00% | 528,113 | $15,642,707 | $14,887,505 | -$755,202 | -4.83% | |
| Algebris (Uk) Ltd | 0.91% | 469,403 | $13,859,931 | $13,232,471 | -$627,460 | -4.53% | |
| Morgan Stanley | 0.00% | 455,987 | $13,506,389 | $12,854,274 | -$652,115 | -4.83% | |
| Northern Trust Corp | 0.00% | 440,623 | $13,051,253 | $12,421,162 | -$630,091 | -4.83% | |
| Charles Schwab Investment Management Inc | 0.00% | 399,435 | $11,831,265 | $11,260,073 | -$571,192 | -4.83% | |
| Bank Of New York Mellon Corp | 0.00% | 398,963 | $11,817,298 | $11,246,767 | -$570,531 | -4.83% | |
| Two Sigma Investments, Lp | 0.01% | 389,206 | $11,528,282 | $10,971,717 | -$556,565 | -4.83% | |
| Rhino Investment Partners, Inc | 3.35% | 373,459 | $11,061,856 | $10,527,809 | -$534,047 | -4.83% | |
| Manufacturers Life Insurance Company, The | 0.01% | 308,640 | $9,141,917 | $8,700,562 | -$441,355 | -4.83% | |
| Bridgeway Capital Management, Llc | 0.16% | 301,412 | $8,927,823 | $8,496,804 | -$431,019 | -4.83% | |
| Arrowstreet Capital, Limited Partnership | 0.00% | 298,120 | $8,830,314 | $8,404,003 | -$426,311 | -4.83% | |
| Heartland Advisors Inc | 0.36% | 275,000 | $8,145,500 | $7,752,250 | -$393,250 | -4.83% | |
| Vanguard Fiduciary Trust Co | 0.00% | 274,788 | $8,139,221 | $7,746,274 | -$392,947 | -4.83% | |
| Hotchkis & Wiley Capital Management Llc | 0.02% | 264,739 | $7,841,569 | $7,462,992 | -$378,577 | -4.83% | |
| Invesco Ltd. | 0.00% | 260,870 | $7,726,970 | $7,353,925 | -$373,045 | -4.83% | |
| Nuveen, Llc | 0.00% | 244,361 | $7,237,972 | $6,888,537 | -$349,435 | -4.83% | |
| Jpmorgan Chase & Co | 0.00% | 245,754 | $7,225,167 | $6,927,805 | -$297,362 | -4.12% | |
| Goldman Sachs Group Inc | 0.00% | 243,025 | $7,198,415 | $6,850,875 | -$347,540 | -4.83% | |
| Proshare Advisors Llc | 0.01% | 237,229 | $7,026,722 | $6,687,486 | -$339,236 | -4.83% | |
| Dana Investment Advisors, Inc. | 0.17% | 216,374 | $6,408,998 | $6,099,583 | -$309,415 | -4.83% | |
| Principal Financial Group Inc | 0.00% | 199,215 | $5,900,749 | $5,615,871 | -$284,878 | -4.83% | |
| Bank Of America Corp | 0.00% | 187,594 | $5,556,535 | $5,288,275 | -$268,260 | -4.83% | |
| Empowered Funds, Llc | 0.03% | 178,912 | $5,299,373 | $5,043,529 | -$255,844 | -4.83% | |
| Kiley Juergens Wealth Management, Llc | 0.81% | 175,064 | $5,185,400 | $4,935,054 | -$250,346 | -4.83% | |
| Ubs Group Ag | 0.00% | 171,498 | $5,079,771 | $4,834,529 | -$245,242 | -4.83% | |
| Great Lakes Advisors, Llc | 0.04% | 155,487 | $4,605,524 | $4,383,179 | -$222,345 | -4.83% | |
| Russell Investments Group, Ltd. | 0.00% | 147,072 | $4,356,278 | $4,145,960 | -$210,318 | -4.83% | |
| Public Sector Pension Investment Board | 0.01% | 141,570 | $4,193,303 | $3,990,858 | -$202,445 | -4.83% | |
| Martin & Co Inc | 0.63% | 136,107 | $4,031,497 | $3,836,856 | -$194,641 | -4.83% | |
| Aqr Capital Management Llc | 0.00% | 132,958 | $3,938,204 | $3,748,086 | -$190,118 | -4.83% | |
| Renaissance Technologies LLC | Jim Simons | 0.01% | 132,441 | $3,922,902 | $3,733,512 | -$189,390 | -4.83% |
| Ameriprise Financial Inc | 0.00% | 104,056 | $3,082,139 | $2,933,339 | -$148,800 | -4.83% | |
| Quantinno Capital Management Lp | 0.00% | 103,682 | $3,071,065 | $2,922,796 | -$148,269 | -4.83% | |
| American Century Companies Inc | 0.00% | 101,603 | $3,009,481 | $2,864,189 | -$145,292 | -4.83% | |
| Rhumbline Advisers | 0.00% | 101,132 | $2,995,517 | $2,850,911 | -$144,606 | -4.83% | |
| Legal & General Group Plc | 0.00% | 89,971 | $2,664,941 | $2,536,282 | -$128,659 | -4.83% | |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | 85,784 | $2,540,922 | $2,418,251 | -$122,671 | -4.83% | |
| Swiss National Bank | 0.00% | 82,568 | $2,445,664 | $2,327,592 | -$118,072 | -4.83% | |
| Royal Bank Of Canada | 0.00% | 81,863 | $2,425,000 | $2,307,718 | -$117,282 | -4.84% |
Frequently asked questions about HFWA
Who owns the most HFWA stock?
The largest holders of HFWA are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for HERITAGE FINANCIAL CORP (HFWA).
Is HFWA widely held by superinvestors?
Many widely followed stocks like HFWA appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly HFWA is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.