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 178 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 |
|---|---|---|---|---|---|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
2,850
shares
|
$63,327
0.0% of portfolio
|
Q3 2025
Reduced 16.74%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
2,354
shares
|
$52,305
0.0% of portfolio
|
Q3 2025
Added 160.11%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
2,140
shares
|
$47,550
0.0% of portfolio
|
Q3 2025
Added 9.3%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
1,901
shares
|
$42,240
0.0% of portfolio
|
Q3 2025
Reduced 33.88%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
1,698
shares
|
$37,729
0.01% of portfolio
|
Q2 2024
Reduced 34.41%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
1,651
shares
|
$36,685
0.0% of portfolio
|
Q3 2025
Added 316.92%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
1,302
shares
|
$28,930
0.0% of portfolio
|
Q3 2025
Added 4.49%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
1,242
shares
|
$27,597
0.0% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
917
shares
|
$20,375
0.01% of portfolio
|
Q3 2025
Added 5.16%
|
|
|
Nisa Investment Advisors, LLC
|
Jan 15, 2026 Q4 2025 |
899
shares
|
$19,975
0.0% of portfolio
|
Q4 2025
Added 342.86%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
897
shares
|
$19,931
0.0% of portfolio
|
Q3 2025
Added 115.11%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
842
shares
|
$18,709
0.0% of portfolio
|
Q3 2025
Added 658.56%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
779
shares
|
$17,309
0.0% of portfolio
|
Q3 2025
Added 16.1%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
778
shares
|
$17,287
0.0% of portfolio
|
Q3 2025
Added 15.6%
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
770
shares
|
$17,109
0.0% of portfolio
|
Q4 2025
Reduced 4.94%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
661
shares
|
$14,687
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Nov 14, 2025 Q3 2025 |
596
shares
|
$13,243
0.0% of portfolio
|
Q3 2025
Reduced 82.93%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
396
shares
|
$8,799
0.0% of portfolio
|
Q3 2025
Added 5.6%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
395
shares
|
$8,776
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
395
shares
|
$8,776
0.0% of portfolio
|
Q1 2025
Reduced 46.55%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
375
shares
|
$8,332
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
356
shares
|
$7,910
0.0% of portfolio
|
Q3 2025
Reduced 80.39%
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
287
shares
|
$6,377
0.0% of portfolio
|
Q4 2025
Reduced 62.92%
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Nov 07, 2025 Q3 2025 |
282
shares
|
$6,266
0.0% of portfolio
|
Q3 2025
Reduced 9.9%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
204
shares
|
$4,532
0.0% of portfolio
|
Q3 2022
New holding
|
|