HERITAGE FINANCIAL CORP HFWA
$29.70
-1.8% 52w: $21.09 – $30.23
Latest 13F among current holders filed 19 days ago (Jun 16, 2026)
Price — last 12 months
research preview data21.0925.6630.23
Jun 20, 2025 Jul 2, 2026
Institutional holders
184
+10 QoQ
13F value
$849.9M
+21.4% QoQ
Smart-money holders
3
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
puts only
— calls / $622K puts
Institutional value by quarter
Number of holders
Who owns HFWA?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | Index provider | 5.6M | $144.6M | 0.0% | +13.2% |
| JENNISON ASSOCIATES LLC | Other | 3.2M | $83.6M | 0.1% | +3.4% |
| VICTORY CAPITAL MANAGEMENT INC | Diversified mechanical | 2.5M | $64.2M | 0.0% | +1.4% |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 2.0M | $50.9M | 0.0% | -1.1% |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 1.8M | $48.0M | 0.0% | — |
| STATE STREET CORP | Index provider | 1.8M | $46.7M | 0.0% | +14.2% |
| ALLIANCEBERNSTEIN L.P. | Long only active | 1.1M | $27.1M | 0.0% | -12.4% |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 934.8K | $24.3M | 0.0% | +10.9% |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | Other | 698.9K | $18.2M | 0.9% | +15.1% |
| Boston Partners | Other | 690.3K | $18.0M | 0.0% | New |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 653.7K | $17.0M | 0.0% | — |
| WELLINGTON MANAGEMENT GROUP LLP | Long only active | 628.3K | $16.3M | 0.0% | +547.5% |
| ALGEBRIS (UK) LTD ★2 | Fundamental concentrated | 518.4K | $13.5M | 1.0% | -0.4% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 490.4K | $12.8M | 0.0% | +82.0% |
| MORGAN STANLEY | Bank broker | 479.8K | $12.5M | 0.0% | +20.1% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Quant stat arb | 433.5K | $11.3M | 0.0% | -14.0% |
| NORTHERN TRUST CORP | Index provider | 413.1K | $10.7M | 0.0% | +9.7% |
| Bank of New York Mellon Corp | Diversified mechanical | 379.4K | $9.9M | 0.0% | +3.5% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 377.0K | $9.8M | 0.0% | +15.5% |
| Rhino Investment Partners, Inc ★2 | Fundamental concentrated | 330.5K | $8.6M | 2.4% | +77.7% |
| GOLDMAN SACHS GROUP INC | Bank broker | 312.1K | $8.1M | 0.0% | +64.5% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | Diversified mechanical | 309.4K | $8.0M | 0.0% | -1.5% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | Diversified mechanical | 288.6K | $7.5M | 0.2% | +4.9% |
| HEARTLAND ADVISORS INC | Other | 275.0K | $7.2M | 0.4% | Held |
| LORD, ABBETT & CO. LLC | Other | 272.4K | $7.1M | 0.0% | -1.9% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | Other | 270.0K | $7.0M | 0.0% | -4.5% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 266.9K | $6.9M | 0.0% | — |
| Invesco Ltd. | Index provider | 255.3K | $6.6M | 0.0% | -3.5% |
| ProShare Advisors LLC | Index provider | 249.9K | $6.5M | 0.0% | -0.8% |
| Nuveen, LLC | Diversified mechanical | 235.0K | $6.1M | 0.0% | +0.2% |
| UBS Group AG | Bank broker | 226.5K | $5.9M | 0.0% | +112.6% |
| Dana Investment Advisors, Inc. | Other | 220.0K | $5.7M | 0.2% | -0.2% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 210.4K | $5.5M | 0.0% | -4.5% |
| PRINCIPAL FINANCIAL GROUP INC | Diversified mechanical | 199.6K | $5.2M | 0.0% | +0.2% |
| Russell Investments Group, Ltd. | Diversified mechanical | 198.5K | $5.2M | 0.0% | +7.8% |
| RENAISSANCE TECHNOLOGIES LLC | Quant stat arb | 188.3K | $4.9M | 0.0% | -32.2% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | Other | 175.1K | $4.6M | 0.8% | -1.4% |
| GREAT LAKES ADVISORS, LLC | Other | 171.2K | $4.5M | 0.0% | +2.1% |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 168.9K | $4.4M | 0.0% | -1.3% |
| Empowered Funds, LLC | Diversified mechanical | 166.1K | $4.3M | 0.0% | +8.9% |
| Public Sector Pension Investment Board | Pension sovereign | 147.1K | $3.8M | 0.0% | +24.9% |
| MARTIN & CO INC /TN/ | Wealth advisor | 137.9K | $3.6M | 0.6% | +1.8% |
| DEPRINCE RACE & ZOLLO INC | Other | 131.6K | $3.4M | 0.1% | +8.9% |
| RHUMBLINE ADVISERS | Diversified mechanical | 106.4K | $2.8M | 0.0% | +12.8% |
| AMERIPRISE FINANCIAL INC | Bank broker | 106.3K | $2.8M | 0.0% | -4.6% |
| AMERICAN CENTURY COMPANIES INC | Diversified mechanical | 103.1K | $2.7M | 0.0% | +1.2% |
| ROYCE & ASSOCIATES LP | Other | 82.2K | $2.1M | 0.0% | -35.1% |
| Legal & General Group Plc | Diversified mechanical | 81.9K | $2.1M | 0.0% | -8.1% |
| SEI INVESTMENTS CO | Diversified mechanical | 79.3K | $2.1M | 0.0% | +74.4% |
| ROYAL BANK OF CANADA | Bank broker | 76.1K | $2.0M | 0.0% | -0.4% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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