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, Q4 2025
Institutional positions in Heritage Financial Corp as of Dec 31, 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
- 174
- +3 vs. Q3 2025
- Shares held
- 29.6M
- +408.7K (+1.4%) vs. Q3 2025
- Total value
- $700.2M
- −$5.83M (−0.8%) vs. Q3 2025
- New holders
- 19
- 63 more added
- Sold out
- 16
- 61 more reduced
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Heritage Financial Corp; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 9 | $0 | 0.00% | −5−35.7% | Reduced |
| Torren Management, LLC | 1 | $22 | 0.00% | +1 | New |
| SBI Securities Co., Ltd. | 1 | $24 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 1 | $24 | 0.00% | +1 | New |
| Clearstead Advisors, LLC | 2 | $48 | 0.00% | +2 | New |
| Gilpin Wealth Management, LLC | 6 | $142 | 0.00% | +6 | New |
| CIBC Private Wealth Group, LLC | 8 | $189 | 0.00% | +8 | New |
| Simplex Trading, LLC | 9 | $212 | 0.00% | −347−97.5% | Reduced |
| IFP Advisors, Inc | 11 | $260 | 0.00% | −2−15.4% | Reduced |
| Assetmark, Inc | 14 | $331 | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 15 | $355 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 22 | $520 | 0.00% | +10+83.3% | Added |
| Farmers & Merchants Investments Inc | 23 | $544 | 0.00% | −3−11.5% | Reduced |
| MAI Capital Management | 25 | $592 | 0.00% | +25 | New |
| Spire Wealth Management | 38 | $899 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 63 | $1.49K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 67 | $1.58K | 0.00% | +21+45.7% | Added |
| Parkside Financial Bank & Trust | 92 | $2.18K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 98 | $2.32K | 0.00% | +32+48.5% | Added |
| Cedar Mountain Advisors, LLC | 102 | $2.41K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 102 | $2.41K | 0.00% | +27+36.0% | Added |
| Jones Financial Companies LLLP | 104 | $2.46K | 0.00% | +100+2,500.0% | Added |
| Red Tortoise LLC | 149 | $3.52K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 168 | $3.97K | 0.00% | −8−4.5% | Reduced |
| SRS Capital Advisors, Inc. | 180 | $4.26K | 0.00% | −662−78.6% | Reduced |
| Umb Bank N A | 190 | $4.49K | 0.00% | +84+79.2% | Added |
| Sound Income Strategies, LLC | 184 | $4.62K | 0.00% | +184 | New |
| Triumph Capital Management | 200 | $4.73K | 0.00% | +200 | New |
| Bessemer Group Inc | 201 | $5.00K | 0.00% | +12+6.3% | Added |
| Versant Capital Management, Inc | 287 | $6.79K | 0.00% | −487−62.9% | Reduced |
| Fifth Third Bancorp | 392 | $9.27K | 0.00% | −4−1.0% | Reduced |
| First Horizon Corp | 395 | $9.34K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 395 | $9.52K | 0.00% | +204+106.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 427 | $10.0K | 0.00% | +145+51.4% | Added |
| Larson Financial Group LLC | 468 | $11.1K | 0.00% | −429−47.8% | Reduced |
| Quadrant Capital Group LLC | 514 | $12.2K | 0.00% | +448+678.8% | Added |
| Advisor Group Holdings, Inc. | 563 | $13.3K | 0.00% | −215−27.6% | Reduced |
| Public Employees Retirement System of Ohio | 595 | $14.1K | 0.00% | −1−0.2% | Reduced |
| Rockefeller Capital Management L.P. | 607 | $14.4K | 0.00% | −54−8.2% | Reduced |
| Massmutual Trust Co FSB | 770 | $18.2K | 0.00% | −40−4.9% | Reduced |
| Los Angeles Capital Management LLC | 813 | $18.3K | 0.00% | +813 | New |
| Smartleaf Asset Management LLC | 814 | $19.5K | 0.00% | +35+4.5% | Added |
| Nisa Investment Advisors, LLC | 899 | $21.3K | 0.00% | +696+342.9% | Added |
| Hantz Financial Services, Inc. | 1,042 | $25.0K | 0.00% | −609−36.9% | Reduced |
| The PNC Financial Services Group, Inc. | 1,197 | $28.3K | 0.00% | −45−3.6% | Reduced |
| Allworth Financial LP | 1,290 | $30.5K | 0.00% | −12−0.9% | Reduced |
| McIlrath & Eck, LLC | 1,698 | $40.2K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,896 | $44.8K | 0.00% | +1,896 | New |
| EverSource Wealth Advisors, LLC | 1,955 | $46.2K | 0.00% | −185−8.6% | Reduced |
| Sterling Capital Management LLC | 2,013 | $47.6K | 0.00% | −341−14.5% | Reduced |
| Tower Research Capital LLC (TRC) | 2,332 | $55.2K | 0.00% | +431+22.7% | Added |
| Ameritas Investment Partners, Inc. | 2,850 | $67.4K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 3,763 | $73.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 4,558 | $107.8K | 0.00% | −3,207−41.3% | Reduced |
| GAMMA Investing LLC | 5,171 | $122.3K | 0.01% | +891+20.8% | Added |
| New York State Teachers Retirement System | 5,296 | $125.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 5,984 | $141.5K | 0.00% | −548−8.4% | Reduced |
| CGC Financial Services, LLC | 6,159 | $145.7K | 0.04% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 6,944 | $164.2K | 0.01% | +97+1.4% | Added |
| KLP Kapitalforvaltning AS | 7,300 | $172.6K | 0.00% | +900+14.1% | Added |
| Oregon Public Employees Retirement Fund | 7,778 | $183.9K | 0.00% | +148+1.9% | Added |
| US Bancorp | 8,084 | $191.2K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 8,249 | $195.0K | 0.00% | +592+7.7% | Added |
| BNP Paribas Arbitrage, SA | 8,494 | $200.9K | 0.00% | +37+0.4% | Added |
| Teachers Retirement System of the State of Kentucky | 8,597 | $204.0K | 0.00% | −1,115−11.5% | Reduced |
| State of Tennessee, Treasury Department | 8,026 | $207.2K | 0.00% | −634−7.3% | Reduced |
| Aspire Capital Advisors LLC | 8,764 | $207.3K | 0.05% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 9,445 | $223.4K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 9,451 | $223.5K | 0.00% | −620−6.2% | Reduced |
| Yousif Capital Management, LLC | 9,122 | $226.7K | 0.00% | −1,366−13.0% | Reduced |
| New York State Common Retirement Fund | 9,593 | $226.9K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 9,870 | $233.0K | 0.00% | −201−2.0% | Reduced |
| State Board of Administration of Florida Retirement System | 9,909 | $234.3K | 0.00% | −1,257−11.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,991 | $259.9K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 11,717 | $277.1K | 0.00% | −1,884−13.9% | Reduced |
| Atom Investors LP | 13,048 | $308.6K | 0.02% | +13,048 | New |
| Tudor Investment Corp Et Al | 13,762 | $325.5K | 0.00% | +13,762 | New |
| Intech Investment Management LLC | 14,014 | $331.4K | 0.00% | −21,877−61.0% | Reduced |
| SageView Advisory Group, LLC | 14,185 | $335.5K | 0.01% | −160−1.1% | Reduced |
| Janus Henderson Group PLC | 15,340 | $362.9K | 0.00% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 15,600 | $368.9K | 0.01% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 15,869 | $375.3K | 0.00% | +105+0.7% | Added |
| EP Wealth Advisors, LLC | 16,261 | $384.6K | 0.00% | +16,261 | New |
| Y-Intercept (Hong Kong) Ltd | 16,841 | $398.3K | 0.01% | +16,841 | New |
| Warren Averett Asset Management, LLC | 17,317 | $409.5K | 0.00% | +17,317 | New |
| SG Americas Securities, LLC | 17,471 | $413.0K | 0.00% | +11,993+218.9% | Added |
| Illinois Municipal Retirement Fund | 17,867 | $422.6K | 0.01% | −86−0.5% | Reduced |
| Gabelli Funds LLC | 18,729 | $442.9K | 0.00% | 00.0% | Unchanged |
| Mengis Capital Management, Inc. | 20,310 | $480.4K | 0.08% | −10.0% | Reduced |
| MetLife Investment Management | 20,422 | $483.0K | 0.00% | 00.0% | Unchanged |
| Bensler, LLC | 20,450 | $483.6K | 0.05% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 21,839 | $515.0K | 0.01% | +3,398+18.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 22,248 | $526.2K | 0.00% | +22,248 | New |
| STRS Ohio | 22,500 | $532.1K | 0.00% | 00.0% | Unchanged |
| Penn Capital Management Co Inc | 22,735 | $537.7K | 0.04% | −3,510−13.4% | Reduced |
| Odyssean, LLC | 24,168 | $571.6K | 0.41% | +24,168 | New |
| Fourthstone LLC | 25,100 | $593.6K | 0.11% | +25,100 | New |
| Rafferty Asset Management, LLC | 26,101 | $617.3K | 0.00% | −2,679−9.3% | Reduced |
| Citigroup Inc | 26,115 | $617.6K | 0.00% | −10,877−29.4% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 27,115 | $641.3K | 0.01% | +12,288+82.9% | Added |