Who owns Heritage Financial Corporation?
Institutional ownership of HFWA from SEC Form 13F filings across 134 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
134
13F holders
$724.9M
value, 2026 filers
60%
of shares outstanding (24.7M sh)
23
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of HFWA's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 5.8M | $172.1M | 0.0% | 14.1% | +4.5% |
| 2 | JENNISON ASSOCIATES LLC | 3.5M | $104.8M | 0.1% | 8.6% | +10.1% |
| 3 | VICTORY CAPITAL MANAGEMENT INC | 2.4M | $69.9M | 0.0% | 5.7% | -4.4% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 1.8M | $54.3M | 0.0% | 4.5% | -50.4% |
| 5 | ALLIANCEBERNSTEIN L.P. | 1.1M | $29.5M | 0.0% | 2.8% | -0.7% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 1.1M | $32.7M | 0.0% | 2.7% | +18.1% |
| 7 | VANGUARD PORTFOLIO MANAGEMENT LLC | 749,714 | $22.2M | 0.0% | 1.8% | +14.7% |
| 8 | WELLINGTON MANAGEMENT GROUP LLP | 528,113 | $15.6M | 0.0% | 1.3% | -15.9% |
| 9 | MORGAN STANLEY | 455,987 | $13.5M | 0.0% | 1.1% | -5.0% |
| 10 | NORTHERN TRUST CORP | 440,623 | $13.1M | 0.0% | 1.1% | +6.7% |
| 11 | Sixth Street Partners Management Company, L.P.NEW | 399,435 | $11.8M | 2.0% | 1% | new |
| 12 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 399,435 | $11.8M | 0.0% | 1% | +5.9% |
| 13 | Bank of New York Mellon Corp | 398,963 | $11.8M | 0.0% | 1% | +5.2% |
| 14 | TWO SIGMA INVESTMENTS, LP | 389,206 | $11.5M | 0.0% | 0.9% | -20.6% |
| 15 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 308,640 | $9.1M | 0.0% | 0.7% | -0.2% |
| 16 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 298,120 | $8.8M | 0.0% | 0.7% | -31.2% |
| 17 | Public Sector Pension Investment Board | 283,140 | $8.4M | 0.0% | 0.7% | +92.5% |
| 18 | VANGUARD FIDUCIARY TRUST CO | 274,788 | $8.1M | 0.0% | 0.7% | +3.0% |
| 19 | Invesco Ltd. | 260,870 | $7.7M | 0.0% | 0.6% | +2.2% |
| 20 | JPMORGAN CHASE & CO | 245,754 | $7.2M | 0.0% | 0.6% | +1197.8% |
| 21 | Nuveen, LLC | 244,361 | $7.2M | 0.0% | 0.6% | +4.0% |
| 22 | GOLDMAN SACHS GROUP INC | 243,025 | $7.2M | 0.0% | 0.6% | -22.1% |
| 23 | PRINCIPAL FINANCIAL GROUP INC | 199,215 | $5.9M | 0.0% | 0.5% | -0.2% |
| 24 | BANK OF AMERICA CORP /DE/ | 187,594 | $5.6M | 0.0% | 0.5% | -10.9% |
| 25 | KILEY JUERGENS WEALTH MANAGEMENT, LLC | 175,064 | $5.2M | 0.8% | 0.4% | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.