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 |
|---|---|---|---|---|---|
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,991 | $259.9K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 9,909 | $234.3K | 0.00% | −1,257−11.3% | Reduced |
| Amalgamated Bank | 9,870 | $233.0K | 0.00% | −201−2.0% | Reduced |
| New York State Common Retirement Fund | 9,593 | $226.9K | 0.00% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 9,122 | $226.7K | 0.00% | −1,366−13.0% | Reduced |
| Arizona State Retirement System | 9,451 | $223.5K | 0.00% | −620−6.2% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 9,445 | $223.4K | 0.00% | 00.0% | Unchanged |
| Aspire Capital Advisors LLC | 8,764 | $207.3K | 0.05% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 8,026 | $207.2K | 0.00% | −634−7.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 8,597 | $204.0K | 0.00% | −1,115−11.5% | Reduced |
| BNP Paribas Arbitrage, SA | 8,494 | $200.9K | 0.00% | +37+0.4% | Added |
| CWM, LLC | 8,249 | $195.0K | 0.00% | +592+7.7% | Added |
| US Bancorp | 8,084 | $191.2K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 7,778 | $183.9K | 0.00% | +148+1.9% | Added |
| KLP Kapitalforvaltning AS | 7,300 | $172.6K | 0.00% | +900+14.1% | Added |
| Zions Bancorporation, National Association | 6,944 | $164.2K | 0.01% | +97+1.4% | Added |
| CGC Financial Services, LLC | 6,159 | $145.7K | 0.04% | 00.0% | Unchanged |
| FMR LLC | 5,984 | $141.5K | 0.00% | −548−8.4% | Reduced |
| New York State Teachers Retirement System | 5,296 | $125.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 5,171 | $122.3K | 0.01% | +891+20.8% | Added |
| Aquatic Capital Management LLC | 4,558 | $107.8K | 0.00% | −3,207−41.3% | Reduced |
| DekaBank Deutsche Girozentrale | 3,763 | $73.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,850 | $67.4K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,332 | $55.2K | 0.00% | +431+22.7% | Added |
| Sterling Capital Management LLC | 2,013 | $47.6K | 0.00% | −341−14.5% | Reduced |
| EverSource Wealth Advisors, LLC | 1,955 | $46.2K | 0.00% | −185−8.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,896 | $44.8K | 0.00% | +1,896 | New |
| McIlrath & Eck, LLC | 1,698 | $40.2K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,290 | $30.5K | 0.00% | −12−0.9% | Reduced |
| The PNC Financial Services Group, Inc. | 1,197 | $28.3K | 0.00% | −45−3.6% | Reduced |
| Hantz Financial Services, Inc. | 1,042 | $25.0K | 0.00% | −609−36.9% | Reduced |
| Nisa Investment Advisors, LLC | 899 | $21.3K | 0.00% | +696+342.9% | Added |
| Smartleaf Asset Management LLC | 814 | $19.5K | 0.00% | +35+4.5% | Added |
| Los Angeles Capital Management LLC | 813 | $18.3K | 0.00% | +813 | New |
| Massmutual Trust Co FSB | 770 | $18.2K | 0.00% | −40−4.9% | Reduced |
| Rockefeller Capital Management L.P. | 607 | $14.4K | 0.00% | −54−8.2% | Reduced |
| Public Employees Retirement System of Ohio | 595 | $14.1K | 0.00% | −1−0.2% | Reduced |
| Advisor Group Holdings, Inc. | 563 | $13.3K | 0.00% | −215−27.6% | Reduced |
| Quadrant Capital Group LLC | 514 | $12.2K | 0.00% | +448+678.8% | Added |
| Larson Financial Group LLC | 468 | $11.1K | 0.00% | −429−47.8% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 427 | $10.0K | 0.00% | +145+51.4% | Added |
| Salomon & Ludwin, LLC | 395 | $9.52K | 0.00% | +204+106.8% | Added |
| First Horizon Corp | 395 | $9.34K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 392 | $9.27K | 0.00% | −4−1.0% | Reduced |
| Versant Capital Management, Inc | 287 | $6.79K | 0.00% | −487−62.9% | Reduced |
| Bessemer Group Inc | 201 | $5.00K | 0.00% | +12+6.3% | Added |
| Triumph Capital Management | 200 | $4.73K | 0.00% | +200 | New |
| Sound Income Strategies, LLC | 184 | $4.62K | 0.00% | +184 | New |
| Umb Bank N A | 190 | $4.49K | 0.00% | +84+79.2% | Added |
| SRS Capital Advisors, Inc. | 180 | $4.26K | 0.00% | −662−78.6% | Reduced |
| Optiver Holding B.V. | 168 | $3.97K | 0.00% | −8−4.5% | Reduced |
| Red Tortoise LLC | 149 | $3.52K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 104 | $2.46K | 0.00% | +100+2,500.0% | 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 |
| Farther Finance Advisors, LLC | 98 | $2.32K | 0.00% | +32+48.5% | Added |
| Parkside Financial Bank & Trust | 92 | $2.18K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 67 | $1.58K | 0.00% | +21+45.7% | Added |
| Signaturefd, LLC | 63 | $1.49K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 38 | $899 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 25 | $592 | 0.00% | +25 | New |
| Farmers & Merchants Investments Inc | 23 | $544 | 0.00% | −3−11.5% | Reduced |
| Essential Partners LLC | 22 | $520 | 0.00% | +10+83.3% | Added |
| Root Financial Partners, LLC | 15 | $355 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 14 | $331 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 11 | $260 | 0.00% | −2−15.4% | Reduced |
| Simplex Trading, LLC | 9 | $212 | 0.00% | −347−97.5% | Reduced |
| CIBC Private Wealth Group, LLC | 8 | $189 | 0.00% | +8 | New |
| Gilpin Wealth Management, LLC | 6 | $142 | 0.00% | +6 | New |
| Clearstead Advisors, LLC | 2 | $48 | 0.00% | +2 | New |
| SBI Securities Co., Ltd. | 1 | $24 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 1 | $24 | 0.00% | +1 | New |
| Torren Management, LLC | 1 | $22 | 0.00% | +1 | New |
| Covestor Ltd | 9 | $0 | 0.00% | −5−35.7% | Reduced |
| Franklin Resources Inc | 0 | $0 | 0.00% | −21,165−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −18,991−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −15,700−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −12,452−100.0% | Sold out |
| Hennion & Walsh Asset Management, Inc. | 0 | $0 | 0.00% | −11,700−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −10,830−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −9,016−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −8,685−100.0% | Sold out |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 0 | $0 | 0.00% | −8,647−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −917−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −375−100.0% | Sold out |
| Fortitude Family Office, LLC | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −74−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Vermillion Wealth Management, Inc. | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |