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 |
|---|---|---|---|---|---|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2025 Q3 2025 |
11,700
shares
|
$259,974
0.01% of portfolio
|
Q3 2025
Reduced 2.31%
|
|
|
State Board Of Administration Of Florida Retirement System
|
Nov 14, 2025 Q3 2025 |
11,166
shares
|
$248,108
0.0% of portfolio
|
Q3 2025
Reduced 48.07%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Nov 14, 2025 Q3 2025 |
10,991
shares
|
$244,220
0.0% of portfolio
|
Q3 2025
Added 35.21%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
10,830
shares
|
$240,642
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Yousif Capital Management, LLC
|
Oct 14, 2025 Q3 2025 |
10,488
shares
|
$233,043
0.0% of portfolio
|
Q3 2025
Reduced 18.75%
|
|
|
Amalgamated Bank
New York, NY |
Oct 29, 2025 Q3 2025 |
10,071
shares
|
$223,777
0.0% of portfolio
|
Q3 2025
Added 3.49%
|
|
|
Arizona State Retirement System
|
Nov 03, 2025 Q3 2025 |
10,071
shares
|
$223,777
0.0% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
Nov 12, 2025 Q3 2025 |
9,712
shares
|
$215,800
0.0% of portfolio
|
Q3 2025
Reduced 14.98%
|
|
|
New York State Common Retirement Fund
|
Nov 03, 2025 Q3 2025 |
9,593
shares
|
$213,156
0.0% of portfolio
|
Q2 2024
Added 51.08%
|
|
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
Nov 12, 2025 Q3 2025 |
9,445
shares
|
$209,867
0.0% of portfolio
|
Q3 2025
Added 20.33%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
9,016
shares
|
$200,335
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Nov 06, 2025 Q3 2025 |
8,764
shares
|
$194,736
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
8,685
shares
|
$192,980
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
State Of Tennessee, Treasury Department
Nashville, TN |
Nov 14, 2025 Q3 2025 |
8,660
shares
|
$192,425
0.0% of portfolio
|
Q2 2025
Reduced 70.02%
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
Nov 12, 2025 Q3 2025 |
8,647
shares
|
$192,136
0.0% of portfolio
|
Q3 2025
Reduced 1.24%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
8,084
shares
|
$179,626
0.0% of portfolio
|
Q2 2025
Reduced 23.62%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
7,765
shares
|
$172,538
0.0% of portfolio
|
Q3 2025
Reduced 28.88%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
7,657
shares
|
$170,138
0.0% of portfolio
|
Q3 2025
Added 100.5%
|
|
|
Oregon Public Employees Retirement Fund
|
Oct 23, 2025 Q3 2025 |
7,630
shares
|
$169,538
0.0% of portfolio
|
Q3 2025
Reduced 2.55%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
6,847
shares
|
$152,140
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Klp Kapitalforvaltning As
Oslo, Q8 |
Oct 23, 2025 Q3 2025 |
6,400
shares
|
$142,208
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 24, 2025 Q3 2025 |
6,159
shares
|
$136,852
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Sg Americas Securities, LLC
|
Oct 23, 2025 Q3 2025 |
5,478
shares
|
$121,721
0.0% of portfolio
|
Q3 2025
Reduced 26.16%
|
|
|
New York State Teachers Retirement System
|
Oct 24, 2025 Q3 2025 |
5,296
shares
|
$117,677
0.0% of portfolio
|
Q3 2025
Reduced 10.18%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
4,280
shares
|
$95,101
0.01% of portfolio
|
Q3 2025
Reduced 6.08%
|
|