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, Q1 2026
Institutional positions in Heritage Financial Corp as of Mar 31, 2026. 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
- 185
- +14 vs. Q4 2025
- Shares held
- 32.8M
- +5.63M (+20.7%) vs. Q4 2025
- Total value
- $850.3M
- +$207.4M (+32.3%) vs. Q4 2025
- New holders
- 25
- 83 more added
- Sold out
- 11
- 46 more reduced
3 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Heritage Financial Corp; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 17 | $0 | 0.00% | +8+88.9% | Added |
| SBI Securities Co., Ltd. | 1 | $26 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 9 | $234 | 0.00% | −2−18.2% | Reduced |
| Caitong International Asset Management Co., Ltd | 10 | $260 | 0.00% | +9+900.0% | Added |
| Gilpin Wealth Management, LLC | 13 | $338 | 0.00% | +7+116.7% | Added |
| Assetmark, Inc | 14 | $364 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 18 | $468 | 0.00% | +18 | New |
| Essential Partners LLC | 20 | $520 | 0.00% | −2−9.1% | Reduced |
| Kilter Group LLC | 22 | $572 | 0.00% | +22 | New |
| Farmers & Merchants Investments Inc | 23 | $598 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 24 | $624 | 0.00% | +24 | New |
| MAI Capital Management | 27 | $702 | 0.00% | +2+8.0% | Added |
| Keating Financial Advisory Services, Inc. | 32 | $832 | 0.00% | +32 | New |
| Spire Wealth Management | 38 | $988 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 63 | $1.64K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 67 | $1.74K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 76 | $1.94K | 0.00% | −738−90.7% | Reduced |
| Cedar Mountain Advisors, LLC | 79 | $2.05K | 0.00% | −23−22.5% | Reduced |
| Farther Finance Advisors, LLC | 93 | $2.44K | 0.00% | −5−5.1% | Reduced |
| Root Financial Partners, LLC | 96 | $2.50K | 0.00% | +81+540.0% | Added |
| Zions Bancorporation, National Association | 97 | $2.52K | 0.00% | −6,847−98.6% | Reduced |
| Rothschild Investment LLC | 124 | $3.22K | 0.00% | +22+21.6% | Added |
| Red Tortoise LLC | 149 | $3.87K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 184 | $4.78K | 0.00% | −629−77.4% | Reduced |
| Sound Income Strategies, LLC | 185 | $4.83K | 0.00% | +1+0.5% | Added |
| SRS Capital Advisors, Inc. | 191 | $4.97K | 0.00% | +11+6.1% | Added |
| Bessemer Group Inc | 201 | $5.00K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 200 | $5.20K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 213 | $5.54K | 0.00% | +23+12.1% | Added |
| Massmutual Trust Co FSB | 383 | $9.96K | 0.00% | −387−50.3% | Reduced |
| First Horizon Corp | 395 | $10.3K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 441 | $11.5K | 0.00% | +154+53.7% | Added |
| Quadrant Capital Group LLC | 514 | $13.4K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 577 | $15.0K | 0.00% | +109+23.3% | Added |
| Advisor Group Holdings, Inc. | 589 | $15.3K | 0.00% | +26+4.6% | Added |
| Public Employees Retirement System of Ohio | 604 | $15.7K | 0.00% | +9+1.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 611 | $15.9K | 0.00% | +184+43.1% | Added |
| Rockefeller Capital Management L.P. | 620 | $16.1K | 0.00% | +13+2.1% | Added |
| Salomon & Ludwin, LLC | 842 | $22.0K | 0.00% | +447+113.2% | Added |
| Jones Financial Companies LLLP | 895 | $22.5K | 0.00% | +791+760.6% | Added |
| Hantz Financial Services, Inc. | 980 | $25.0K | 0.00% | −62−6.0% | Reduced |
| Nisa Investment Advisors, LLC | 982 | $25.5K | 0.00% | +83+9.2% | Added |
| Sterling Capital Management LLC | 1,130 | $29.4K | 0.00% | −883−43.9% | Reduced |
| The PNC Financial Services Group, Inc. | 1,226 | $31.9K | 0.00% | +29+2.4% | Added |
| Allworth Financial LP | 1,336 | $34.7K | 0.00% | +46+3.6% | Added |
| McIlrath & Eck, LLC | 1,698 | $44.1K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,975 | $51.4K | 0.01% | +79+4.2% | Added |
| EverSource Wealth Advisors, LLC | 1,987 | $51.7K | 0.00% | +32+1.6% | Added |
| Tower Research Capital LLC (TRC) | 2,359 | $61.3K | 0.00% | +27+1.2% | Added |
| Parkside Financial Bank & Trust | 2,389 | $62.1K | 0.00% | +2,297+2,496.7% | Added |
| Ameritas Investment Partners, Inc. | 2,850 | $74.1K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 3,763 | $99.0K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 6,204 | $150.9K | 0.05% | +6,204 | New |
| GAMMA Investing LLC | 5,809 | $151.0K | 0.01% | +638+12.3% | Added |
| CGC Financial Services, LLC | 6,159 | $160.1K | 0.05% | 00.0% | Unchanged |
| Vanguard Investments Australia, Ltd. | 6,789 | $176.5K | 0.00% | +6,789 | New |
| KLP Kapitalforvaltning AS | 7,300 | $189.8K | 0.00% | 00.0% | Unchanged |
| Atom Investors LP | 7,712 | $200.5K | 0.01% | −5,336−40.9% | Reduced |
| State of Tennessee, Treasury Department | 8,026 | $208.7K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 8,175 | $212.6K | 0.00% | +91+1.1% | Added |
| Teachers Retirement System of the State of Kentucky | 8,597 | $224.0K | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 8,733 | $227.1K | 0.00% | −5,281−37.7% | Reduced |
| Aspire Capital Advisors LLC | 8,764 | $227.9K | 0.05% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 9,026 | $234.7K | 0.00% | +532+6.3% | Added |
| Arizona State Retirement System | 9,327 | $242.5K | 0.00% | −124−1.3% | Reduced |
| Oregon Public Employees Retirement Fund | 9,378 | $243.8K | 0.00% | +1,600+20.6% | Added |
| ISAM Funds (UK) Ltd | 9,386 | $244.0K | 0.12% | +9,386 | New |
| CWM, LLC | 9,425 | $245.1K | 0.00% | +1,176+14.3% | Added |
| Police & Firemen's Retirement System of New Jersey | 9,445 | $245.6K | 0.00% | 00.0% | Unchanged |
| DRW Securities, LLC | 9,519 | $247.5K | 0.01% | +9,519 | New |
| New York State Common Retirement Fund | 9,593 | $249.4K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 9,723 | $252.8K | 0.00% | +9,723 | New |
| State Board of Administration of Florida Retirement System | 9,909 | $257.6K | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 10,170 | $264.4K | 0.00% | +10,170 | New |
| Cambria Investment Management, L.P. | 10,413 | $270.7K | 0.02% | +10,413 | New |
| LPL Financial LLC | 10,543 | $274.1K | 0.00% | +10,543 | New |
| Yousif Capital Management, LLC | 10,819 | $281.3K | 0.00% | +1,697+18.6% | Added |
| Amalgamated Bank | 11,618 | $302.0K | 0.00% | +1,748+17.7% | Added |
| JustInvest LLC | 11,840 | $307.8K | 0.00% | +11,840 | New |
| Fifth Third Bancorp | 13,475 | $350.4K | 0.00% | +13,083+3,337.5% | Added |
| SageView Advisory Group, LLC | 14,149 | $367.9K | 0.01% | −36−0.3% | Reduced |
| Janus Henderson Group PLC | 15,340 | $399.0K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 15,975 | $415.4K | 0.00% | +106+0.7% | Added |
| EP Wealth Advisors, LLC | 16,814 | $437.2K | 0.00% | +553+3.4% | Added |
| Warren Averett Asset Management, LLC | 17,119 | $445.1K | 0.00% | −198−1.1% | Reduced |
| Louisiana State Employees Retirement System | 18,200 | $473.2K | 0.01% | +2,600+16.7% | Added |
| Illinois Municipal Retirement Fund | 18,381 | $477.9K | 0.01% | +514+2.9% | Added |
| Wells Fargo & Company | 18,445 | $479.6K | 0.00% | −24,661−57.2% | Reduced |
| Pathstone Holdings, LLC | 18,457 | $479.9K | 0.00% | +18,457 | New |
| MetLife Investment Management | 18,566 | $482.7K | 0.00% | −1,856−9.1% | Reduced |
| JPMorgan Chase & Co | 18,936 | $483.6K | 0.00% | −12,575−39.9% | Reduced |
| Gabelli Funds LLC | 18,729 | $487.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,927 | $492.1K | 0.00% | +7,936+72.2% | Added |
| STRS Ohio | 19,200 | $499.2K | 0.00% | −3,300−14.7% | Reduced |
| Gsa Capital Partners LLP | 19,254 | $501.0K | 0.03% | +19,254 | New |
| SG Americas Securities, LLC | 19,571 | $509.0K | 0.00% | +2,100+12.0% | Added |
| Fourthstone LLC | 19,970 | $519.2K | 0.09% | −5,130−20.4% | Reduced |
| Mengis Capital Management, Inc. | 20,310 | $528.1K | 0.09% | 00.0% | Unchanged |
| Bensler, LLC | 20,450 | $531.7K | 0.05% | 00.0% | Unchanged |
| Badgley Phelps Wealth Managers, LLC | 20,971 | $545.2K | 0.01% | −6,144−22.7% | Reduced |