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 |
|---|---|---|---|---|---|
| Warren Averett Asset Management, LLC | 17,119 | $445.1K | 0.00% | −198−1.1% | Reduced |
| EP Wealth Advisors, LLC | 16,814 | $437.2K | 0.00% | +553+3.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 15,975 | $415.4K | 0.00% | +106+0.7% | Added |
| Janus Henderson Group PLC | 15,340 | $399.0K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 14,149 | $367.9K | 0.01% | −36−0.3% | Reduced |
| Fifth Third Bancorp | 13,475 | $350.4K | 0.00% | +13,083+3,337.5% | Added |
| JustInvest LLC | 11,840 | $307.8K | 0.00% | +11,840 | New |
| Amalgamated Bank | 11,618 | $302.0K | 0.00% | +1,748+17.7% | Added |
| Yousif Capital Management, LLC | 10,819 | $281.3K | 0.00% | +1,697+18.6% | Added |
| LPL Financial LLC | 10,543 | $274.1K | 0.00% | +10,543 | New |
| Cambria Investment Management, L.P. | 10,413 | $270.7K | 0.02% | +10,413 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 10,170 | $264.4K | 0.00% | +10,170 | New |
| State Board of Administration of Florida Retirement System | 9,909 | $257.6K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 9,723 | $252.8K | 0.00% | +9,723 | New |
| New York State Common Retirement Fund | 9,593 | $249.4K | 0.00% | 00.0% | Unchanged |
| DRW Securities, LLC | 9,519 | $247.5K | 0.01% | +9,519 | New |
| Police & Firemen's Retirement System of New Jersey | 9,445 | $245.6K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 9,425 | $245.1K | 0.00% | +1,176+14.3% | Added |
| ISAM Funds (UK) Ltd | 9,386 | $244.0K | 0.12% | +9,386 | New |
| Oregon Public Employees Retirement Fund | 9,378 | $243.8K | 0.00% | +1,600+20.6% | Added |
| Arizona State Retirement System | 9,327 | $242.5K | 0.00% | −124−1.3% | Reduced |
| BNP Paribas Arbitrage, SA | 9,026 | $234.7K | 0.00% | +532+6.3% | Added |
| Aspire Capital Advisors LLC | 8,764 | $227.9K | 0.05% | 00.0% | Unchanged |
| Intech Investment Management LLC | 8,733 | $227.1K | 0.00% | −5,281−37.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 8,597 | $224.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 8,175 | $212.6K | 0.00% | +91+1.1% | Added |
| State of Tennessee, Treasury Department | 8,026 | $208.7K | 0.00% | 00.0% | Unchanged |
| Atom Investors LP | 7,712 | $200.5K | 0.01% | −5,336−40.9% | Reduced |
| KLP Kapitalforvaltning AS | 7,300 | $189.8K | 0.00% | 00.0% | Unchanged |
| Vanguard Investments Australia, Ltd. | 6,789 | $176.5K | 0.00% | +6,789 | New |
| CGC Financial Services, LLC | 6,159 | $160.1K | 0.05% | 00.0% | Unchanged |
| GAMMA Investing LLC | 5,809 | $151.0K | 0.01% | +638+12.3% | Added |
| Aster Capital Management (DIFC) Ltd | 6,204 | $150.9K | 0.05% | +6,204 | New |
| DekaBank Deutsche Girozentrale | 3,763 | $99.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,850 | $74.1K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2,389 | $62.1K | 0.00% | +2,297+2,496.7% | Added |
| Tower Research Capital LLC (TRC) | 2,359 | $61.3K | 0.00% | +27+1.2% | Added |
| EverSource Wealth Advisors, LLC | 1,987 | $51.7K | 0.00% | +32+1.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,975 | $51.4K | 0.01% | +79+4.2% | Added |
| McIlrath & Eck, LLC | 1,698 | $44.1K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,336 | $34.7K | 0.00% | +46+3.6% | Added |
| The PNC Financial Services Group, Inc. | 1,226 | $31.9K | 0.00% | +29+2.4% | Added |
| Sterling Capital Management LLC | 1,130 | $29.4K | 0.00% | −883−43.9% | Reduced |
| Nisa Investment Advisors, LLC | 982 | $25.5K | 0.00% | +83+9.2% | Added |
| Hantz Financial Services, Inc. | 980 | $25.0K | 0.00% | −62−6.0% | Reduced |
| Jones Financial Companies LLLP | 895 | $22.5K | 0.00% | +791+760.6% | Added |
| Salomon & Ludwin, LLC | 842 | $22.0K | 0.00% | +447+113.2% | Added |
| Rockefeller Capital Management L.P. | 620 | $16.1K | 0.00% | +13+2.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 611 | $15.9K | 0.00% | +184+43.1% | Added |
| Public Employees Retirement System of Ohio | 604 | $15.7K | 0.00% | +9+1.5% | Added |
| Advisor Group Holdings, Inc. | 589 | $15.3K | 0.00% | +26+4.6% | Added |
| Larson Financial Group LLC | 577 | $15.0K | 0.00% | +109+23.3% | Added |
| Quadrant Capital Group LLC | 514 | $13.4K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 441 | $11.5K | 0.00% | +154+53.7% | Added |
| First Horizon Corp | 395 | $10.3K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 383 | $9.96K | 0.00% | −387−50.3% | Reduced |
| Umb Bank N A | 213 | $5.54K | 0.00% | +23+12.1% | Added |
| Triumph Capital Management | 200 | $5.20K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 201 | $5.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 191 | $4.97K | 0.00% | +11+6.1% | Added |
| Sound Income Strategies, LLC | 185 | $4.83K | 0.00% | +1+0.5% | Added |
| Los Angeles Capital Management LLC | 184 | $4.78K | 0.00% | −629−77.4% | Reduced |
| Red Tortoise LLC | 149 | $3.87K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 124 | $3.22K | 0.00% | +22+21.6% | Added |
| Zions Bancorporation, National Association | 97 | $2.52K | 0.00% | −6,847−98.6% | Reduced |
| Root Financial Partners, LLC | 96 | $2.50K | 0.00% | +81+540.0% | Added |
| Farther Finance Advisors, LLC | 93 | $2.44K | 0.00% | −5−5.1% | Reduced |
| Cedar Mountain Advisors, LLC | 79 | $2.05K | 0.00% | −23−22.5% | Reduced |
| Smartleaf Asset Management LLC | 76 | $1.94K | 0.00% | −738−90.7% | Reduced |
| UMA Financial Services, Inc. | 67 | $1.74K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 63 | $1.64K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 38 | $988 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 32 | $832 | 0.00% | +32 | New |
| MAI Capital Management | 27 | $702 | 0.00% | +2+8.0% | Added |
| Bruce G. Allen Investments, LLC | 24 | $624 | 0.00% | +24 | New |
| Farmers & Merchants Investments Inc | 23 | $598 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 22 | $572 | 0.00% | +22 | New |
| Essential Partners LLC | 20 | $520 | 0.00% | −2−9.1% | Reduced |
| Stone House Investment Management, LLC | 18 | $468 | 0.00% | +18 | New |
| Assetmark, Inc | 14 | $364 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 13 | $338 | 0.00% | +7+116.7% | Added |
| Caitong International Asset Management Co., Ltd | 10 | $260 | 0.00% | +9+900.0% | Added |
| IFP Advisors, Inc | 9 | $234 | 0.00% | −2−18.2% | Reduced |
| SBI Securities Co., Ltd. | 1 | $26 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 17 | $0 | 0.00% | +8+88.9% | Added |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −201,646−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −98,557−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −49,868−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −16,841−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −13,762−100.0% | Sold out |
| New York State Teachers Retirement System | 0 | $0 | 0.00% | −5,296−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −4,558−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −168−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Torren Management, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |