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 |
|---|---|---|---|---|---|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
64,669
shares
|
$1.44 Million
0.01% of portfolio
|
Q3 2025
Added 2.77%
|
|
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
Oct 30, 2025 Q3 2025 |
58,043
shares
|
$1.29 Million
0.0% of portfolio
|
Q3 2025
Added 112.47%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
53,478
shares
|
$1.19 Million
0.1% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Nov 14, 2025 Q3 2025 |
51,365
shares
|
$1.14 Million
0.0% of portfolio
|
Q3 2025
Reduced 47.98%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
51,328
shares
|
$1.14 Million
0.04% of portfolio
|
Q1 2024
Added 44.32%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
50,898
shares
|
$1.13 Million
0.0% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
50,125
shares
|
$1.11 Million
0.0% of portfolio
|
Q3 2025
Reduced 35.77%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
46,844
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2025
Reduced 19.43%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Oct 09, 2025 Q3 2025 |
46,672
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2025
Reduced 11.58%
|
|
|
Pacific Ridge Capital Partners, LLC
Lake Oswego, OR |
Nov 10, 2025 Q3 2025 |
41,965
shares
|
$932,462
0.25% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
39,610
shares
|
$880,134
0.0% of portfolio
|
Q3 2025
Added 14.58%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
38,245
shares
|
$849,803
0.0% of portfolio
|
Q3 2025
Reduced 23.23%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
36,996
shares
|
$822,051
0.0% of portfolio
|
Q3 2025
Reduced 73.76%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
36,992
shares
|
$821,962
0.0% of portfolio
|
Q3 2025
Reduced 45.93%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
35,944
shares
|
$798,675
0.0% of portfolio
|
Q3 2025
Added 43.32%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Nov 10, 2025 Q3 2025 |
35,891
shares
|
$797,498
0.01% of portfolio
|
Q3 2025
Added 2.75%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
34,958
shares
|
$776,766
0.0% of portfolio
|
Q3 2025
Added 89.16%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2025 Q3 2025 |
34,175
shares
|
$759,368
0.0% of portfolio
|
Q3 2025
Reduced 3.23%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
33,129
shares
|
$736,126
0.0% of portfolio
|
Q2 2025
Added 8.74%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 03, 2025 Q3 2025 |
32,858
shares
|
$730,104
0.0% of portfolio
|
Q3 2025
Reduced 42.8%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
32,650
shares
|
$725,483
0.0% of portfolio
|
Q4 2023
Reduced 39.64%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
Nov 17, 2025 Q3 2025 |
32,182
shares
|
$715,084
0.0% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Nov 14, 2025 Q3 2025 |
31,842
shares
|
$707,529
0.0% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Rafferty Asset Management, LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
28,780
shares
|
$639,491
0.0% of portfolio
|
Q3 2025
Reduced 24.47%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
28,631
shares
|
$636,180
0.0% of portfolio
|
Q3 2025
Reduced 27.58%
|
|