Heritage Financial Corp
HFWA- Exchange
- Nasdaq
- Industry
- Savings Institutions, Not Federally Chartered
- SEC CIK
- 0001046025
In the last 90 days, Heritage Financial Corp insiders filed 0 open-market purchases and 6 sales; 191 institutions reported holding it in 13F filings for Q2 2026, worth $977.7M in total; no superinvestor holds it.
13F holders, Q2 2021
Institutional positions in Heritage Financial Corp as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 130
- +9 vs. Q1 2021
- Shares held
- 28.4M
- −420.2K (−1.5%) vs. Q1 2021
- Total value
- $711.6M
- −$103.6M (−12.7%) vs. Q1 2021
- New holders
- 17
- 36 more added
- Sold out
- 8
- 52 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting HFWA on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 191 | $977.7M |
| Q1 2026 | 185 | $850.3M |
| Q4 2025 | 174 | $700.2M |
| Q3 2025 | 171 | $706.0M |
| Q2 2025 | 172 | $684.8M |
| Q1 2025 | 180 | $694.2M |
| Q4 2024 | 170 | $678.9M |
| Q3 2024 | 165 | $602.2M |
| Q2 2024 | 164 | $495.2M |
| Q1 2024 | 146 | $544.5M |
| Q4 2023 | 162 | $583.9M |
| Q3 2023 | 157 | $444.3M |
| Q2 2023 | 162 | $444.7M |
| Q1 2023 | 159 | $591.3M |
| Q4 2022 | 181 | $852.0M |
| Q3 2022 | 150 | $734.0M |
| Q2 2022 | 152 | $691.2M |
| Q1 2022 | 146 | $688.3M |
| Q4 2021 | 147 | $663.4M |
| Q3 2021 | 127 | $708.1M |
| Q2 2021 | 130 | $711.6M |
| Q1 2021 | 121 | $815.1M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Heritage Financial Corp; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 9,950 | $249.0K | 0.01% | +7,027+240.4% | Added |
| Quadrature Capital Ltd | 9,864 | $247.0K | 0.01% | +9,864 | New |
| Arizona State Retirement System | 9,762 | $244.0K | 0.00% | −692−6.6% | Reduced |
| Ensign Peak Advisors, Inc | 9,600 | $240.0K | 0.00% | +1,600+20.0% | Added |
| SEI Investments Co | 9,459 | $237.0K | 0.00% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 9,023 | $226.0K | 0.00% | +9,023 | New |
| Teachers Retirement System of the State of Kentucky | 8,400 | $210.0K | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 7,278 | $182.0K | 0.00% | +7,278 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,669 | $142.0K | 0.00% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 5,116 | $128.0K | 0.00% | +319+6.6% | Added |
| MUFG Americas Holdings Corp | 3,560 | $89.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,121 | $78.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,206 | $54.0K | 0.00% | −50−2.2% | Reduced |
| Nisa Investment Advisors, LLC | 2,100 | $53.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,698 | $42.0K | 0.01% | −667−28.2% | Reduced |
| Sutton Wealth Advisors Inc. | 1,659 | $41.5K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,585 | $40.0K | 0.00% | −93−5.5% | Reduced |
| US Bancorp | 1,375 | $35.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 1,374 | $34.0K | 0.00% | −11−0.8% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,196 | $30.0K | 0.02% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 1,001 | $25.0K | 0.00% | +1,001 | New |
| Versant Capital Management, Inc | 445 | $11.0K | 0.00% | −590−57.0% | Reduced |
| Macquarie Group Ltd | 434 | $11.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 294 | $7.00K | 0.00% | −106−26.5% | Reduced |
| CWM, LLC | 210 | $5.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 156 | $4.00K | 0.00% | +8+5.4% | Added |
| Assetmark, Inc | 85 | $2.00K | 0.00% | −3−3.4% | Reduced |
| Signaturefd, LLC | 64 | $2.00K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 66 | $2.00K | 0.00% | +66 | New |
| Meeder Asset Management Inc | 7 | $0 | 0.00% | +7 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −17,000−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −9,232−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −8,999−100.0% | Sold out |
| Soundmark Wealth Management, LLC | 0 | $0 | 0.00% | −7,619−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −6,042−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −3,269−100.0% | Sold out |
| Bellevue Asset Management, LLC | 0 | $0 | 0.00% | −1,875−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −418−100.0% | Sold out |