Institutional Ownership Heritage Financial Corp (HFWA)
This table provides information about the institutional ownership of Heritage Financial Corp (HFWA). We have compiled data on the 180 institutions that hold shares in the stock, with a total of 29.6 Million shares, which have been reported (via 13F filing form) to have a value of $657 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Basswood Capital Management, L.L.C.
New York, NY |
Nov 14, 2025 Q3 2025 |
230,737
shares
|
$5.13 Million
0.23% of portfolio
|
Q3 2022
Reduced 62.98%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 10, 2025 Q3 2025 |
220,739
shares
|
$4.9 Million
0.17% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
215,732
shares
|
$4.79 Million
0.0% of portfolio
|
Q3 2025
Added 19.47%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Nov 14, 2025 Q3 2025 |
210,346
shares
|
$4.67 Million
0.01% of portfolio
|
Q3 2025
Added 49.77%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Nov 04, 2025 Q3 2025 |
188,725
shares
|
$4.19 Million
0.0% of portfolio
|
Q3 2025
Reduced 8.82%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
177,417
shares
|
$3.94 Million
0.99% of portfolio
|
Q3 2025
Reduced 23.81%
|
|
|
Royce & Associates LP
|
Nov 12, 2025 Q3 2025 |
169,014
shares
|
$3.76 Million
0.04% of portfolio
|
Q3 2025
Added 1.74%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 03, 2025 Q3 2025 |
164,241
shares
|
$3.65 Million
0.04% of portfolio
|
Q3 2025
Reduced 11.19%
|
|
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
Feb 14, 2023 Q4 2022 |
163,963
shares
|
$3.64 Million
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
140,825
shares
|
$3.13 Million
0.0% of portfolio
|
Q3 2025
Added 43.9%
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
137,735
shares
|
$3.06 Million
0.04% of portfolio
|
Q3 2025
Added 7.92%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
136,731
shares
|
$3.04 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.78%
|
|
|
Martin & CO Inc
Knoxville, TN |
Nov 07, 2025 Q3 2025 |
132,587
shares
|
$2.95 Million
0.62% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Public Sector Pension Investment Board
Montreal, A8 |
Nov 06, 2025 Q3 2025 |
132,457
shares
|
$2.94 Million
0.01% of portfolio
|
Q3 2025
Added 13.91%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
128,975
shares
|
$2.87 Million
0.0% of portfolio
|
Q3 2025
Added 12.49%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
110,764
shares
|
$2.46 Million
0.0% of portfolio
|
Q3 2025
Reduced 21.07%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
102,381
shares
|
$2.27 Million
0.0% of portfolio
|
Q3 2024
Added 3.54%
|
|
|
Rhumbline Advisers
Boston, MA |
Nov 06, 2025 Q3 2025 |
99,891
shares
|
$2.22 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
98,432
shares
|
$2.19 Million
0.0% of portfolio
|
Q3 2025
Reduced 10.15%
|
|
|
Legal & General Group PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
91,912
shares
|
$2.04 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.18%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
80,197
shares
|
$1.78 Million
0.0% of portfolio
|
Q2 2025
Added 5.36%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
77,051
shares
|
$1.71 Million
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Lsv Asset Management
Chicago, IL |
Nov 06, 2025 Q3 2025 |
74,500
shares
|
$1.66 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Deprince Race & Zollo Inc
Winter Park, FL |
Oct 17, 2025 Q3 2025 |
70,514
shares
|
$1.57 Million
0.03% of portfolio
|
Q3 2025
Added 61.04%
|
|
|
Swiss National Bank
Zurich, V8 |
Nov 13, 2025 Q3 2025 |
66,168
shares
|
$1.47 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.22%
|
|