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.
Holders of 5% or more of HFWA
Holders whose latest Schedule 13D or 13G filing reports 5% or more of Heritage Financial Corp, largest stake first. The change is against the holder's previous filing.
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| BlackRock, Inc. | 13G/A | 13.30%5.46M shares | – | Apr 24, 20261 filing | Apr 24, 2026 | SEC |
| Prudential Financial Inc | 13G/A | 8.30%2.82M shares | +1.60 ppfrom 6.70% | Feb 13, 20252 filings | May 15, 2025 | SEC |
| Jennison Associates LLC | 13G/A | 7.80%3.21M shares | −1.40 ppfrom 9.20% | Feb 11, 20254 filings | May 6, 2026 | SEC |
| Victory Capital Management Inc | 13G/A | 6.02%2.48M shares | −1.03 ppfrom 7.05% | Aug 8, 20252 filings | May 11, 2026 | SEC |
| Vanguard Capital Management LLC | 13G | 5.24%2.16M shares | New | Apr 30, 20261 filing | Apr 30, 2026 | SEC |
Stakes are as of each holder's latest filing. Holders whose last filing was in the old format (before December 18, 2024) have no stake on record and are not listed, and after an acquisition or delisting holders usually stop filing.
13D and 13G filings
13 Schedule 13D and 13G filings on Heritage Financial Corp, newest first, including old-format filings without a stake.
| Filed (ET) | Filer | Form | Stake | Change | Event date | Filing |
|---|---|---|---|---|---|---|
| May 11, 20269:51 AM ET | Victory Capital Management Inc | 13G/A | 6.02%2.48M shares | −1.03 ppfrom 7.05% | Mar 31, 2026 | SEC |
| May 6, 20264:13 PM ET | Jennison Associates LLC | 13G/A | 7.80%3.21M shares | −1.40 ppfrom 9.20% | Mar 31, 2026 | SEC |
| Apr 30, 202610:35 AM ET | Vanguard Capital Management LLC | 13G | 5.24%2.16M shares | New | Mar 31, 2026 | SEC |
| Apr 24, 20264:11 PM ET | BlackRock, Inc. | 13G/A | 13.30%5.46M shares | – | Mar 31, 2026 | SEC |
| Apr 9, 20261:42 PM ET | Dimensional Fund Advisors LP | 13G/A | 4.80%1.96M shares | –Below 5% | Mar 31, 2026 | SEC |
| Mar 27, 20269:35 AM ET | Vanguard Group Inc | 13G/A | 0.00%0 shares | –Below 5% | Mar 13, 2026 | SEC |
| Jan 30, 20264:22 PM ET | Jennison Associates LLC | 13G/A | 9.20%3.11M shares | +1.10 ppfrom 8.10% | Dec 31, 2025 | SEC |
| Aug 8, 20259:42 AM ET | Victory Capital Management Inc | 13G | 7.05%2.41M shares | New | Jun 30, 2025 | SEC |
| May 15, 20255:53 PM ET | Prudential Financial Inc | 13G/A | 8.30%2.82M shares | +1.60 ppfrom 6.70% | Mar 31, 2025 | SEC |
| May 9, 202512:14 PM ET | Jennison Associates LLC | 13G/A | 8.10%2.75M shares | +1.60 ppfrom 6.50% | Mar 31, 2025 | SEC |
| Feb 13, 20251:53 PM ET | Prudential Financial Inc | 13G/A | 6.70%2.28M shares | – | Dec 31, 2024 | SEC |
| Feb 11, 20259:30 AM ET | Jennison Associates LLC | 13G/A | 6.50%2.21M shares | – | Dec 31, 2024 | SEC |
| Feb 5, 20254:31 PM ET | Alliancebernstein L.P. | 13G/A | 4.40%1.50M shares | –Below 5% | Dec 31, 2024 | SEC |
Form 144: proposed insider sales
Notices from officers, directors and other affiliates planning to sell Heritage Financial Corp shares.
No Form 144 notices for Heritage Financial Corp are on file.