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, Q2 2026
Institutional positions in Heritage Financial Corp as of Jun 30, 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
- 191
- +10 vs. Q1 2026
- Shares held
- 33.1M
- +369.2K (+1.1%) vs. Q1 2026
- Total value
- $977.7M
- +$128.1M (+15.1%) vs. Q1 2026
- New holders
- 28
- 69 more added
- Sold out
- 18
- 57 more reduced
4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Heritage Financial Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Evolution Advisers, Inc. | 28 | $0 | 0.00% | +28 | New |
| SBI Securities Co., Ltd. | 2 | $59 | 0.00% | +1+100.0% | Added |
| Davis Capital Management | 2 | $59 | 0.00% | +2 | New |
| Plante Moran Financial Advisors, LLC | 8 | $237 | 0.00% | +8 | New |
| Steward Partners Investment Advisory, LLC | 8 | $241 | 0.00% | +8 | New |
| Gilpin Wealth Management, LLC | 13 | $386 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 14 | $415 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 18 | $533 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 20 | $592 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 21 | $622 | 0.00% | +11+110.0% | Added |
| Kilter Group LLC | 22 | $652 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 23 | $681 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 24 | $711 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 32 | $948 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 38 | $1.13K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 67 | $1.99K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 70 | $2.07K | 0.00% | −1,917−96.5% | Reduced |
| Smartleaf Asset Management LLC | 76 | $2.23K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 77 | $2.27K | 0.00% | +77 | New |
| Cedar Mountain Advisors, LLC | 79 | $2.34K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 97 | $2.87K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 122 | $3.61K | 0.00% | +122 | New |
| Rothschild Investment LLC | 124 | $3.67K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 161 | $4.78K | 0.00% | +68+73.1% | Added |
| Los Angeles Capital Management LLC | 184 | $5.45K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 200 | $5.92K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 201 | $6.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 220 | $6.52K | 0.00% | +7+3.3% | Added |
| Massmutual Trust Co FSB | 332 | $9.83K | 0.00% | −51−13.3% | Reduced |
| Optiver Holding B.V. | 362 | $10.7K | 0.00% | +362 | New |
| SJS Investment Consulting Inc. | 363 | $10.8K | 0.00% | +363 | New |
| Covestor Ltd | 375 | $11.0K | 0.01% | +358+2,105.9% | Added |
| First Horizon Corp | 395 | $11.7K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 438 | $13.0K | 0.00% | +438 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 453 | $13.4K | 0.00% | −158−25.9% | Reduced |
| Rockefeller Capital Management L.P. | 606 | $17.9K | 0.00% | −14−2.3% | Reduced |
| Public Employees Retirement System of Ohio | 626 | $18.5K | 0.00% | +22+3.6% | Added |
| Larson Financial Group LLC | 638 | $18.9K | 0.00% | +61+10.6% | Added |
| Versant Capital Management, Inc | 706 | $20.9K | 0.00% | +265+60.1% | Added |
| Advisor Group Holdings, Inc. | 737 | $21.8K | 0.00% | +148+25.1% | Added |
| Sterling Capital Management LLC | 838 | $24.8K | 0.00% | −292−25.8% | Reduced |
| Salomon & Ludwin, LLC | 842 | $25.5K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 985 | $29.2K | 0.00% | +922+1,463.5% | Added |
| Hantz Financial Services, Inc. | 1,057 | $31.0K | 0.00% | +77+7.9% | Added |
| New York State Teachers Retirement System | 1,197 | $35.0K | 0.00% | +1,197 | New |
| The PNC Financial Services Group, Inc. | 1,230 | $36.4K | 0.00% | +4+0.3% | Added |
| SRS Capital Advisors, Inc. | 1,235 | $36.6K | 0.00% | +1,044+546.6% | Added |
| Allworth Financial LP | 1,347 | $39.9K | 0.00% | +11+0.8% | Added |
| Nisa Investment Advisors, LLC | 1,482 | $43.9K | 0.00% | +500+50.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,975 | $58.5K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2,330 | $69.0K | 0.00% | −59−2.5% | Reduced |
| Tower Research Capital LLC (TRC) | 2,819 | $83.5K | 0.00% | +460+19.5% | Added |
| Global Retirement Partners, LLC | 3,220 | $95.4K | 0.00% | +3,220 | New |
| DekaBank Deutsche Girozentrale | 3,763 | $97.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 3,459 | $102.1K | 0.00% | +2,564+286.5% | Added |
| Ameritas Investment Partners, Inc. | 3,774 | $111.8K | 0.00% | +924+32.4% | Added |
| Institute for Wealth Management, LLC. | 3,971 | $117.6K | 0.01% | +3,971 | New |
| CGC Financial Services, LLC | 6,159 | $182.4K | 0.04% | 00.0% | Unchanged |
| GAMMA Investing LLC | 6,519 | $193.1K | 0.01% | +710+12.2% | Added |
| Vanguard Investments Australia, Ltd. | 6,789 | $201.1K | 0.00% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 6,805 | $201.6K | 0.01% | +6,805 | New |
| Coldstream Capital Management Inc | 7,030 | $208.2K | 0.00% | +7,030 | New |
| Squarepoint Ops LLC | 7,210 | $213.6K | 0.00% | +7,210 | New |
| Neuberger Berman Group LLC | 7,412 | $219.5K | 0.00% | +7,412 | New |
| Vident Advisory, LLC | 7,462 | $221.0K | 0.00% | +7,462 | New |
| State of Tennessee, Treasury Department | 8,026 | $237.7K | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 8,047 | $238.4K | 0.00% | −686−7.9% | Reduced |
| Jump Financial, LLC | 8,130 | $240.8K | 0.00% | +8,130 | New |
| US Bancorp | 8,471 | $250.9K | 0.00% | +296+3.6% | Added |
| Teachers Retirement System of the State of Kentucky | 8,597 | $255.0K | 0.00% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 8,717 | $258.2K | 0.00% | −9,740−52.8% | Reduced |
| Aspire Capital Advisors LLC | 8,764 | $259.6K | 0.05% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 9,300 | $275.5K | 0.00% | +2,000+27.4% | Added |
| Oregon Public Employees Retirement Fund | 9,378 | $277.8K | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 9,774 | $289.5K | 0.00% | −396−3.9% | Reduced |
| State Board of Administration of Florida Retirement System | 9,909 | $293.5K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 10,543 | $312.3K | 0.00% | 00.0% | Unchanged |
| Jain Global LLC | 10,700 | $316.9K | 0.00% | +10,700 | New |
| Yousif Capital Management, LLC | 10,965 | $324.8K | 0.00% | +146+1.3% | Added |
| Amalgamated Bank | 11,082 | $328.0K | 0.00% | −536−4.6% | Reduced |
| JustInvest LLC | 11,087 | $328.4K | 0.00% | −753−6.4% | Reduced |
| Arizona State Retirement System | 11,349 | $336.2K | 0.00% | +2,022+21.7% | Added |
| SG Americas Securities, LLC | 11,827 | $350.0K | 0.00% | −7,744−39.6% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 12,265 | $363.3K | 0.00% | +2,820+29.9% | Added |
| SageView Advisory Group, LLC | 13,089 | $387.7K | 0.01% | −1,060−7.5% | Reduced |
| Mercer Global Advisors Inc | 13,193 | $390.8K | 0.00% | +3,470+35.7% | Added |
| Fifth Third Bancorp | 13,531 | $400.8K | 0.00% | +56+0.4% | Added |
| BNP Paribas Arbitrage, SA | 13,896 | $411.6K | 0.00% | +4,870+54.0% | Added |
| Toroso Investments, LLC | 14,132 | $418.6K | 0.00% | +14,132 | New |
| FMR LLC | 14,477 | $428.8K | 0.00% | −15,769−52.1% | Reduced |
| New York State Common Retirement Fund | 14,593 | $432.2K | 0.00% | +5,000+52.1% | Added |
| Jupiter Topco LLC | 15,340 | $454.2K | 0.00% | +15,340 | New |
| Atom Investors LP | 15,389 | $455.8K | 0.04% | +7,677+99.5% | Added |
| Warren Averett Asset Management, LLC | 17,124 | $507.2K | 0.00% | +50.0% | Added |
| EP Wealth Advisors, LLC | 18,069 | $535.2K | 0.00% | +1,255+7.5% | Added |
| State of Alaska, Department of Revenue | 18,131 | $536.0K | 0.01% | −6,717−27.0% | Reduced |
| Louisiana State Employees Retirement System | 18,100 | $536.1K | 0.01% | −100−0.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,927 | $560.6K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 19,149 | $567.2K | 0.00% | +3,174+19.9% | Added |
| Gabelli Funds LLC | 20,000 | $592.4K | 0.00% | +1,271+6.8% | Added |