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 171 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	BlackRock, Inc. CIK 2012383 · View history	$114.35M 4,727,202 shares	0.00%	-167.18K(-3.40%)Reduced	SEC filing ↗ Nov 12, 2025	▾
02	JENNISON ASSOCIATES LLC CIK 53417 · View history	$74.51M 3,080,022 shares	0.04%	+102.71K(+3.40%)Added	SEC filing ↗ Oct 30, 2025	▾
03	VICTORY CAPITAL MANAGEMENT INC CIK 1040188 · View history	$63.53M 2,626,334 shares	0.04%	+220.27K(+9.20%)Added	SEC filing ↗ Nov 12, 2025	▾
04	VANGUARD GROUP INC CIK 102909 · View history	$57.26M 2,366,903 shares	0.00%	-52.83K(-2.20%)Reduced	SEC filing ↗ Nov 7, 2025	▾
05	DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history	$49.07M 2,028,293 shares	0.01%	-9.67K(-0.50%)Reduced	SEC filing ↗ Nov 12, 2025	▾
06	STATE STREET CORP CIK 93751 · View history	$36.88M 1,524,693 shares	0.00%	-62.62K(-3.90%)Reduced	SEC filing ↗ Nov 14, 2025	▾
07	ALLIANCEBERNSTEIN L.P. CIK 1109448 · View history	$32.52M 1,344,160 shares	0.01%	-16.52K(-1.20%)Reduced	SEC filing ↗ Nov 14, 2025	▾
08	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$20.28M 838,428 shares	0.00%	+10.40K(+1.30%)Added	SEC filing ↗ Nov 12, 2025	▾
09	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 1164508 · View history	$12.16M 502,870 shares	0.01%	-1.64K(-0.30%)Reduced	SEC filing ↗ Nov 13, 2025	▾
10	WELLINGTON MANAGEMENT GROUP LLP CIK 902219 · View history	$11.21M 463,401 shares	0.00%	+463.40KNew	SEC filing ↗ Nov 14, 2025	▾
11	ALGEBRIS (UK) LTD CIK 1700286 · View history	$10.77M 445,760 shares	1.22%	+445.76KNew	SEC filing ↗ Oct 31, 2025	▾
12	NORTHERN TRUST CORP CIK 73124 · View history	$9.64M 398,659 shares	0.00%	-9.42K(-2.30%)Reduced	SEC filing ↗ Nov 14, 2025	▾
13	AMERIPRISE FINANCIAL INC CIK 820027 · View history	$8.44M 348,968 shares	0.00%	-44.65K(-11.30%)Reduced	SEC filing ↗ Nov 14, 2025	▾
14	MORGAN STANLEY CIK 895421 · Amended · View history	$8.43M 348,533 shares	0.00%	-32.60K(-8.60%)Reduced	SEC filing ↗ May 27, 2026	▾
15	Bank of New York Mellon Corp CIK 1390777 · View history	$8.26M 341,465 shares	0.00%	-8.31K(-2.40%)Reduced	SEC filing ↗ Nov 3, 2025	▾
16	CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 884546 · View history	$7.93M 327,810 shares	0.00%	+4.59K(+1.40%)Added	SEC filing ↗ Nov 10, 2025	▾
17	LORD, ABBETT & CO. LLC CIK 728100 · View history	$7.90M 326,731 shares	0.02%	0(0.00%)Unchanged	SEC filing ↗ Nov 13, 2025	▾
18	MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 928047 · View history	$7.69M 317,986 shares	0.01%	-2.62K(-0.80%)Reduced	SEC filing ↗ Nov 14, 2025	▾
19	RENAISSANCE TECHNOLOGIES LLC CIK 1037389 · View history	$6.91M 285,830 shares	0.01%	-35.70K(-11.10%)Reduced	SEC filing ↗ Nov 13, 2025	▾
20	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC CIK 1164833 · View history	$6.79M 280,519 shares	0.02%	-3.45K(-1.20%)Reduced	SEC filing ↗ Nov 14, 2025	▾

Showing 20 / 171 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

171

Cancelled or null records excluded

Disclosed shares

29,190,859

Not deduplicated across managers

Disclosed value

$706.02M

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 2025

Explore all 171 reporting institutions.

This page includes 20 of 171 reporting institutions. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

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Sources, coverage & how to read this data

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.