Company · Ownership research

HERITAGE FINANCIAL CORP /WA/ HFWA

CIK 0001046025 · CUSIP 42722X106

Insider trading Initial holdings Institutional holders

Quarter-end disclosures, not live holdings.

Several CUSIPs are reported for this company; this page shows CUSIP 42722X106 (HFWA), not CUSIP 42722X956 (HFWA), CUSIP 42722X906 (HFWA), and does not merge CUSIPs.

This page lists the top 20 of 79 rows by value; the complete set is available through the API.

Some filings reported values in thousands; those figures were scaled ×1,000 to dollars.

Top 20 institutions

Weight means this stock's share of the manager's own portfolio.

By reported value

#	Manager	Value	Manager weight	Change vs prior	Source
01	DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history	$62.70M 2,269,348 shares	0.01%	+224.95K(+11.00%)Added	SEC filing ↗ Nov 4, 2026	▾
02	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$30.24M 1,094,422 shares	0.00%	-9.35K(-0.80%)Reduced	SEC filing ↗ Nov 6, 2026	▾
03	ALGEBRIS (UK) LTD CIK 1700286 · View history	$14.67M 531,041 shares	0.80%	+61.64K(+13.10%)Added	SEC filing ↗ Nov 6, 2026	▾
04	Bank of New York Mellon Corp CIK 1390777 · View history	$11.38M 411,938 shares	0.00%	+12.97K(+3.30%)Added	SEC filing ↗ Nov 5, 2026	▾
05	ProShare Advisors LLC CIK 1357955 · View history	$9.17M 331,715 shares	0.01%	+94.49K(+39.80%)Added	SEC filing ↗ Oct 29, 2026	▾
06	Dana Investment Advisors, Inc. CIK 1427514 · View history	$5.89M 213,290 shares	0.16%	-3.08K(-1.40%)Reduced	SEC filing ↗ Nov 6, 2026	▾
07	PRINCIPAL FINANCIAL GROUP INC CIK 1126328 · View history	$5.40M 195,556 shares	0.00%	-3.66K(-1.80%)Reduced	SEC filing ↗ Nov 2, 2026	▾
08	Russell Investments Group, Ltd. CIK 1692234 · View history	$3.49M 126,257 shares	0.00%	-20.82K(-14.20%)Reduced	SEC filing ↗ Nov 6, 2026	▾
09	GREAT LAKES ADVISORS, LLC CIK 1078013 · View history	$3.00M 108,465 shares	0.02%	-47.02K(-30.20%)Reduced	SEC filing ↗ Nov 6, 2026	▾
10	KEYBANK NATIONAL ASSOCIATION/OH CIK 1089877 · View history	$2.02M 73,222 shares	0.01%	+2.14K(+3.00%)Added	SEC filing ↗ Nov 4, 2026	▾
11	DEPRINCE RACE & ZOLLO INC CIK 1008894 · View history	$1.89M 68,401 shares	0.03%	-3.41K(-4.80%)Reduced	SEC filing ↗ Oct 13, 2026	▾
12	Pacific Asset Management, LLC CIK 2054012 · View history	$1.36M 49,050 shares	0.66%	0(0.00%)Unchanged	SEC filing ↗ Oct 15, 2026	▾
13	State of New Jersey Common Pension Fund D CIK 1483066 · View history	$1.15M 41,685 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Nov 5, 2026	▾
14	DEUTSCHE BANK AG\ CIK 948046 · View history	$1.15M 41,450 shares	0.00%	-3.20K(-7.20%)Reduced	SEC filing ↗ Nov 6, 2026	▾
15	CITIGROUP INC CIK 831001 · View history	$1.00M 36,309 shares	0.00%	-2.51K(-6.50%)Reduced	SEC filing ↗ Nov 4, 2026	▾
16	Creative Planning CIK 1540235 · View history	$738.25K 26,719 shares	0.00%	-860(-3.10%)Reduced	SEC filing ↗ Nov 2, 2026	▾
17	Thrivent Financial for Lutherans CIK 314984 · View history	$719.00K 26,024 shares	0.00%	-1.04K(-3.90%)Reduced	SEC filing ↗ Nov 5, 2026	▾
18	COMMONWEALTH EQUITY SERVICES, LLC CIK 312272 · View history	$689.17K 24,943 shares	0.00%	+24.94KNew	SEC filing ↗ Nov 2, 2026	▾
19	BARCLAYS PLC CIK 312069 · View history	$651.46K 23,578 shares	0.00%	+1.56K(+7.10%)Added	SEC filing ↗ Nov 6, 2026	▾
20	Illinois Municipal Retirement Fund CIK 1541910 · View history	$609.96K 22,076 shares	0.01%	+918(+4.30%)Added	SEC filing ↗ Nov 5, 2026	▾

Showing 20 / 79 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

Cancelled or null records excluded

Disclosed shares

5,989,599

Not deduplicated across managers

Disclosed value

$165.49M

Not market cap or free float

Reporting institutions by quarter

Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.

HERITAGE FINANCIAL CORP /WA/ · Q3 2026

Explore all 79 reporting institutions.

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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.