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 |
|---|---|---|---|---|---|
|
Nisa Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
203
shares
|
$4,510
0.0% of portfolio
|
Q3 2025
Added 107.14%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
191
shares
|
$4,244
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
189
shares
|
$4,199
0.0% of portfolio
|
Q3 2025
Added 3.85%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
176
shares
|
$3,910
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
149
shares
|
$3,310
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
106
shares
|
$2,355
0.0% of portfolio
|
Q3 2025
Added 15.22%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
102
shares
|
$2,266
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
92
shares
|
$2,044
0.0% of portfolio
|
Q2 2025
Added 76.92%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
80
shares
|
$1,777
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
75
shares
|
$1,666
0.0% of portfolio
|
Q3 2025
Reduced 21.05%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 12, 2025 Q3 2025 |
74
shares
|
$1,644
0.0% of portfolio
|
Q3 2025
Reduced 79.61%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
66
shares
|
$1,466
0.0% of portfolio
|
Q3 2025
Added 153.85%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
66
shares
|
$1,466
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
63
shares
|
$1,399
0.0% of portfolio
|
Q4 2021
Reduced 1.56%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
46
shares
|
$1,022
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
38
shares
|
$844
0.0% of portfolio
|
Q3 2025
Reduced 34.48%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
31
shares
|
$688
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
28
shares
|
$622
0.0% of portfolio
|
Q3 2023
Reduced 65.0%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
26
shares
|
$577
0.0% of portfolio
|
Q1 2023
Added 13.04%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
21
shares
|
$466
0.0% of portfolio
|
Q2 2024
Added 162.5%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
18
shares
|
$399
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
15
shares
|
$333
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
14
shares
|
$311
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
14
shares
|
$311
0.0% of portfolio
|
Q3 2025
Added 7.69%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
9
shares
|
$199
0.0% of portfolio
|
Q3 2025
New holding
|
|