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, Q3 2025
Institutional positions in Heritage Financial Corp as of Sep 30, 2025. 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
- 171
- 0 vs. Q2 2025
- Shares held
- 29.2M
- +463.1K (+1.6%) vs. Q2 2025
- Total value
- $706.0M
- +$21.2M (+3.1%) vs. Q2 2025
- New holders
- 17
- 57 more added
- Sold out
- 17
- 66 more reduced
1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2025: 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, Q3 2025
Shares, value and share of portfolio for each institution holding Heritage Financial Corp; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 14 | $0 | 0.00% | +1+7.7% | Added |
| SBI Securities Co., Ltd. | 1 | $24 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 4 | $99 | 0.00% | −98−96.1% | Reduced |
| Advisory Services Network, LLC | 9 | $218 | 0.00% | +9 | New |
| Essential Partners LLC | 12 | $290 | 0.00% | +12 | New |
| IFP Advisors, Inc | 13 | $314 | 0.00% | +13 | Added |
| Assetmark, Inc | 14 | $339 | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 15 | $363 | 0.00% | +15 | New |
| Vermillion Wealth Management, Inc. | 18 | $435 | 0.00% | +18 | New |
| Principal Securities, Inc. | 21 | $508 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 26 | $629 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 38 | $919 | 0.00% | −20−34.5% | Reduced |
| UMA Financial Services, Inc. | 46 | $1.11K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 63 | $1.52K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 66 | $1.60K | 0.00% | +40+153.8% | Added |
| Quadrant Capital Group LLC | 66 | $1.60K | 0.00% | +66 | New |
| Aster Capital Management (DIFC) Ltd | 74 | $1.79K | 0.00% | −289−79.6% | Reduced |
| Rothschild Investment LLC | 75 | $1.81K | 0.00% | −20−21.1% | Reduced |
| Fortitude Family Office, LLC | 80 | $1.94K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 92 | $2.23K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 102 | $2.47K | 0.00% | +102 | New |
| Umb Bank N A | 106 | $2.56K | 0.00% | +14+15.2% | Added |
| Red Tortoise LLC | 149 | $3.60K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 176 | $4.26K | 0.00% | +176 | New |
| Salomon & Ludwin, LLC | 191 | $4.65K | 0.00% | +191 | New |
| Nisa Investment Advisors, LLC | 203 | $4.91K | 0.00% | +105+107.1% | Added |
| Bessemer Group Inc | 189 | $5.00K | 0.00% | +7+3.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 282 | $7.00K | 0.00% | −31−9.9% | Reduced |
| Simplex Trading, LLC | 356 | $8.00K | 0.00% | −1,459−80.4% | Reduced |
| Wealthspire Advisors, LLC | 375 | $9.07K | 0.00% | +375 | New |
| First Horizon Corp | 395 | $9.55K | 0.00% | +395 | New |
| Fifth Third Bancorp | 396 | $9.58K | 0.00% | +21+5.6% | Added |
| Public Employees Retirement System of Ohio | 596 | $14.4K | 0.00% | −2,895−82.9% | Reduced |
| Rockefeller Capital Management L.P. | 661 | $16.0K | 0.00% | +661 | New |
| Versant Capital Management, Inc | 774 | $18.7K | 0.00% | +727+1,546.8% | Added |
| Advisor Group Holdings, Inc. | 778 | $18.9K | 0.00% | +105+15.6% | Added |
| Smartleaf Asset Management LLC | 779 | $19.2K | 0.00% | +108+16.1% | Added |
| Massmutual Trust Co FSB | 810 | $19.6K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 842 | $20.4K | 0.00% | +731+658.6% | Added |
| Larson Financial Group LLC | 897 | $21.7K | 0.00% | +480+115.1% | Added |
| Rise Advisors, LLC | 917 | $22.2K | 0.01% | +45+5.2% | Added |
| The PNC Financial Services Group, Inc. | 1,242 | $30.0K | 0.00% | −3−0.2% | Reduced |
| Allworth Financial LP | 1,302 | $31.5K | 0.00% | +56+4.5% | Added |
| Hantz Financial Services, Inc. | 1,651 | $40.0K | 0.00% | +1,255+316.9% | Added |
| McIlrath & Eck, LLC | 1,698 | $41.1K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,901 | $46.0K | 0.00% | −974−33.9% | Reduced |
| EverSource Wealth Advisors, LLC | 2,140 | $51.8K | 0.00% | +182+9.3% | Added |
| Sterling Capital Management LLC | 2,354 | $56.9K | 0.00% | +1,449+160.1% | Added |
| Ameritas Investment Partners, Inc. | 2,850 | $68.9K | 0.00% | −573−16.7% | Reduced |
| DekaBank Deutsche Girozentrale | 3,763 | $72.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 4,280 | $103.5K | 0.01% | −277−6.1% | Reduced |
| New York State Teachers Retirement System | 5,296 | $128.0K | 0.00% | −600−10.2% | Reduced |
| SG Americas Securities, LLC | 5,478 | $133.0K | 0.00% | −1,941−26.2% | Reduced |
| CGC Financial Services, LLC | 6,159 | $149.0K | 0.04% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 6,400 | $154.8K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 6,532 | $158.0K | 0.00% | +583+9.8% | Added |
| Zions Bancorporation, National Association | 6,847 | $165.6K | 0.01% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 7,630 | $184.6K | 0.00% | −200−2.6% | Reduced |
| CWM, LLC | 7,657 | $185.0K | 0.00% | +3,838+100.5% | Added |
| Aquatic Capital Management LLC | 7,765 | $187.8K | 0.00% | −3,153−28.9% | Reduced |
| US Bancorp | 8,084 | $195.6K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 8,457 | $204.6K | 0.00% | +4,561+117.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 8,647 | $209.2K | 0.00% | −109−1.2% | Reduced |
| State of Tennessee, Treasury Department | 8,660 | $209.5K | 0.00% | 00.0% | Unchanged |
| Verition Fund Management LLC | 8,685 | $210.1K | 0.00% | +8,685 | New |
| Aspire Capital Advisors LLC | 8,764 | $212.0K | 0.05% | 00.0% | Unchanged |
| LPL Financial LLC | 9,016 | $218.1K | 0.00% | +9,016 | New |
| Police & Firemen's Retirement System of New Jersey | 9,445 | $228.5K | 0.00% | +1,596+20.3% | Added |
| New York State Common Retirement Fund | 9,593 | $232.1K | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 9,712 | $235.0K | 0.00% | −1,711−15.0% | Reduced |
| Arizona State Retirement System | 10,071 | $243.6K | 0.00% | +156+1.6% | Added |
| Amalgamated Bank | 10,071 | $244.0K | 0.00% | +340+3.5% | Added |
| Yousif Capital Management, LLC | 10,488 | $253.7K | 0.00% | −2,421−18.8% | Reduced |
| HRT Financial LP | 10,830 | $261.0K | 0.00% | +10,830 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,991 | $265.9K | 0.00% | +2,862+35.2% | Added |
| State Board of Administration of Florida Retirement System | 11,166 | $270.1K | 0.00% | −10,334−48.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 11,700 | $283.0K | 0.01% | −277−2.3% | Reduced |
| Brighton Jones LLC | 12,452 | $301.2K | 0.01% | +450+3.7% | Added |
| Citadel Advisors LLC | 12,540 | $303.3K | 0.00% | +12,540 | New |
| Comerica Bank | 13,601 | $329.0K | 0.00% | −2,463−15.3% | Reduced |
| SageView Advisory Group, LLC | 14,345 | $347.0K | 0.01% | −95−0.7% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 14,827 | $358.7K | 0.01% | −400−2.6% | Reduced |
| Janus Henderson Group PLC | 15,340 | $371.2K | 0.00% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 15,600 | $377.4K | 0.01% | −300−1.9% | Reduced |
| Millennium Management LLC | 15,700 | $379.8K | 0.00% | +1,052+7.2% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 15,764 | $381.3K | 0.00% | −2,930−15.7% | Reduced |
| SEI Investments Co | 16,447 | $397.9K | 0.00% | +2,689+19.5% | Added |
| Illinois Municipal Retirement Fund | 17,953 | $434.3K | 0.01% | −520−2.8% | Reduced |
| State of Alaska, Department of Revenue | 18,441 | $445.0K | 0.00% | −1,851−9.1% | Reduced |
| Gabelli Funds LLC | 18,729 | $453.1K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 18,991 | $459.4K | 0.00% | −38,684−67.1% | Reduced |
| Mengis Capital Management, Inc. | 20,311 | $491.3K | 0.10% | +10.0% | Added |
| MetLife Investment Management | 20,422 | $494.0K | 0.00% | 00.0% | Unchanged |
| Bensler, LLC | 20,450 | $494.7K | 0.05% | 00.0% | Unchanged |
| Franklin Resources Inc | 21,165 | $512.0K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 22,500 | $544.3K | 0.00% | −2,700−10.7% | Reduced |
| Penn Capital Management Co Inc | 26,245 | $634.9K | 0.05% | +2,271+9.5% | Added |
| Deutsche Bank AG | 26,510 | $641.3K | 0.00% | +4,569+20.8% | Added |
| Globeflex Capital L P | 27,300 | $660.4K | 0.10% | 00.0% | Unchanged |
| Wells Fargo & Company | 28,612 | $692.1K | 0.00% | +4,119+16.8% | Added |