HFWA Institutional Ownership & Shareholders
HERITAGE FINANCIAL CORP (HFWA) is currently held by 194 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $979.01M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $165.44M, representing an estimated loss of -3.88% 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
194
Total Reported Value
$979.01M
Largest Holder
Blackrock, Inc.
Largest Position
$172.13M
Insider Transactions (90d)
5
Latest Filing Quarter
Q2 2026
New Institutional Positions
56
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 | $165,442,416 | -$6,682,774 | -3.88% | |
| Jennison Associates Llc | 0.06% | 3,538,159 | $104,800,271 | $100,731,387 | -$4,068,884 | -3.88% | |
| Victory Capital Management Inc | 0.04% | 2,360,915 | $69,930,302 | $67,215,250 | -$2,715,052 | -3.88% | |
| Dimensional Fund Advisors Lp | 0.01% | 2,044,399 | $60,554,665 | $58,204,040 | -$2,350,625 | -3.88% | |
| State Street Corp | 0.00% | 1,982,257 | $58,714,452 | $56,434,857 | -$2,279,595 | -3.88% | |
| Vanguard Capital Management Llc | 0.00% | 1,834,712 | $54,344,169 | $52,234,251 | -$2,109,918 | -3.88% | |
| Geode Capital Management, Llc | 0.00% | 1,103,769 | $32,699,016 | $31,424,303 | -$1,274,713 | -3.90% | |
| Alliancebernstein L.P. | 0.01% | 1,136,479 | $29,548,454 | $32,355,557 | +$2,807,103 | +9.50% | |
| Vanguard Portfolio Management Llc | 0.00% | 749,714 | $22,206,529 | $21,344,358 | -$862,171 | -3.88% | |
| Basswood Capital Management, L.L.C. | 0.87% | 689,010 | $20,408,476 | $19,616,115 | -$792,361 | -3.88% | |
| Boston Partners | 0.02% | 677,105 | $20,054,589 | $19,277,179 | -$777,410 | -3.88% | |
| Wellington Management Group Llp | 0.00% | 528,113 | $15,642,707 | $15,035,377 | -$607,330 | -3.88% | |
| Algebris (Uk) Ltd | 0.91% | 469,403 | $13,859,931 | $13,363,903 | -$496,028 | -3.58% | |
| Morgan Stanley | 0.00% | 455,987 | $13,506,389 | $12,981,950 | -$524,439 | -3.88% | |
| Northern Trust Corp | 0.00% | 440,623 | $13,051,253 | $12,544,537 | -$506,716 | -3.88% | |
| Charles Schwab Investment Management Inc | 0.00% | 399,435 | $11,831,265 | $11,371,914 | -$459,351 | -3.88% | |
| Bank Of New York Mellon Corp | 0.00% | 398,963 | $11,817,298 | $11,358,477 | -$458,821 | -3.88% | |
| Two Sigma Investments, Lp | 0.01% | 389,206 | $11,528,282 | $11,080,695 | -$447,587 | -3.88% | |
| Rhino Investment Partners, Inc | 3.35% | 373,459 | $11,061,856 | $10,632,378 | -$429,478 | -3.88% | |
| Proshare Advisors Llc | 0.01% | 331,715 | $9,165,286 | $9,443,926 | +$278,640 | +3.04% | |
| Manufacturers Life Insurance Company, The | 0.01% | 308,640 | $9,141,917 | $8,786,981 | -$354,936 | -3.88% | |
| Bridgeway Capital Management, Llc | 0.16% | 301,412 | $8,927,823 | $8,581,200 | -$346,623 | -3.88% | |
| Arrowstreet Capital, Limited Partnership | 0.00% | 298,120 | $8,830,314 | $8,487,476 | -$342,838 | -3.88% | |
| Heartland Advisors Inc | 0.36% | 275,000 | $8,145,500 | $7,829,250 | -$316,250 | -3.88% | |
| Vanguard Fiduciary Trust Co | 0.00% | 274,788 | $8,139,221 | $7,823,214 | -$316,007 | -3.88% | |
| Hotchkis & Wiley Capital Management Llc | 0.02% | 264,739 | $7,841,569 | $7,537,119 | -$304,450 | -3.88% | |
| Invesco Ltd. | 0.00% | 260,870 | $7,726,970 | $7,426,969 | -$300,001 | -3.88% | |
| Nuveen, Llc | 0.00% | 244,361 | $7,237,972 | $6,956,958 | -$281,014 | -3.88% | |
| Jpmorgan Chase & Co | 0.00% | 245,754 | $7,225,167 | $6,996,616 | -$228,551 | -3.16% | |
| Goldman Sachs Group Inc | 0.00% | 243,025 | $7,198,415 | $6,918,922 | -$279,493 | -3.88% | |
| Dana Investment Advisors, Inc. | 0.17% | 216,374 | $6,408,998 | $6,160,168 | -$248,830 | -3.88% | |
| Bank Of America Corp | 0.00% | 187,594 | $5,556,535 | $5,340,801 | -$215,734 | -3.88% | |
| Principal Financial Group Inc | 0.00% | 195,556 | $5,403,213 | $5,567,479 | +$164,266 | +3.04% | |
| Empowered Funds, Llc | 0.03% | 178,912 | $5,299,373 | $5,093,625 | -$205,748 | -3.88% | |
| Kiley Juergens Wealth Management, Llc | 0.81% | 175,064 | $5,185,400 | $4,984,072 | -$201,328 | -3.88% | |
| Ubs Group Ag | 0.00% | 171,498 | $5,079,771 | $4,882,548 | -$197,223 | -3.88% | |
| Great Lakes Advisors, Llc | 0.04% | 155,487 | $4,605,524 | $4,426,715 | -$178,809 | -3.88% | |
| Russell Investments Group, Ltd. | 0.00% | 147,072 | $4,356,278 | $4,187,140 | -$169,138 | -3.88% | |
| Public Sector Pension Investment Board | 0.01% | 141,570 | $4,193,303 | $4,030,498 | -$162,805 | -3.88% | |
| Martin & Co Inc | 0.63% | 136,107 | $4,031,497 | $3,874,966 | -$156,531 | -3.88% | |
| Aqr Capital Management Llc | 0.00% | 132,958 | $3,938,204 | $3,785,314 | -$152,890 | -3.88% | |
| Renaissance Technologies LLC | Jim Simons | 0.01% | 132,441 | $3,922,902 | $3,770,595 | -$152,307 | -3.88% |
| Ameriprise Financial Inc | 0.00% | 104,056 | $3,082,139 | $2,962,474 | -$119,665 | -3.88% | |
| Quantinno Capital Management Lp | 0.00% | 103,682 | $3,071,065 | $2,951,827 | -$119,238 | -3.88% | |
| American Century Companies Inc | 0.00% | 101,603 | $3,009,481 | $2,892,637 | -$116,844 | -3.88% | |
| Rhumbline Advisers | 0.00% | 101,132 | $2,995,517 | $2,879,228 | -$116,289 | -3.88% | |
| Legal & General Group Plc | 0.00% | 89,971 | $2,664,941 | $2,561,474 | -$103,467 | -3.88% | |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | 85,784 | $2,540,922 | $2,442,270 | -$98,652 | -3.88% | |
| Swiss National Bank | 0.00% | 82,568 | $2,445,664 | $2,350,711 | -$94,953 | -3.88% | |
| Royal Bank Of Canada | 0.00% | 81,863 | $2,425,000 | $2,330,640 | -$94,360 | -3.89% |
Frequently asked questions about HFWA
Who are the largest institutional holders of HFWA?
The largest institutional holders of HFWA reported in the latest SEC Form 13F filings include Blackrock, Inc., Jennison Associates Llc, Victory Capital Management Inc, Dimensional Fund Advisors Lp, and State Street Corp. InsiderSet ranks institutional holders by their latest reported HFWA position.
What is HFWA institutional ownership?
This page tracks HFWA positions reported by institutional investment managers through SEC Form 13F. HERITAGE FINANCIAL CORP (HFWA) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own HFWA?
InsiderSet currently tracks 194 institutional managers reporting HFWA holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of HFWA shareholders.
How much HFWA stock do institutions own?
Institutional investment managers disclosed approximately $979.01M in HFWA holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was HFWA institutional ownership last updated?
The latest HFWA institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional HFWA holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its HFWA position after the reporting date.
Are institutions buying or selling HFWA?
Institutional buying and selling can be analyzed by comparing HFWA positions across consecutive 13F reporting periods. InsiderSet's HFWA Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View HFWA ownership changes.
How has HFWA institutional ownership changed over time?
InsiderSet tracks HFWA institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.