Who owns HERITAGE FINANCIAL CORP /WA/?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of HFWA from SEC Form 13F filings across 191 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.
As of the 2026-06-30 reporting period, 191 institutions disclosed 33.1M shares of HERITAGE FINANCIAL CORP /WA/ worth $977.7M — about 80.7% of shares outstanding; the largest disclosed holder is BlackRock, Inc.. Source: SEC Form 13F filings, parsed by EvidInvest.
191
13F holders
$977.7M
value, 2026 filers
80.7%
of shares outstanding (33.1M sh)
30
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 | DIMENSIONAL FUND ADVISORS LP | 2.0M | $60.6M | 0.0% | 5% | +4.5% |
| 5 | STATE STREET CORP | 2.0M | $58.7M | 0.0% | 4.8% | +10.3% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 1.8M | $54.3M | 0.0% | 4.5% | -0.7% |
| 7 | ALLIANCEBERNSTEIN L.P. | 1.1M | $29.5M | 0.0% | 2.8% | -0.7% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 1.1M | $32.7M | 0.0% | 2.7% | +18.1% |
| 9 | VANGUARD PORTFOLIO MANAGEMENT LLC | 749,714 | $22.2M | 0.0% | 1.8% | +14.7% |
| 10 | BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 689,010 | $20.4M | 0.8% | 1.7% | -1.4% |
| 11 | Boston Partners | 677,105 | $20.1M | 0.0% | 1.6% | -1.9% |
| 12 | WELLINGTON MANAGEMENT GROUP LLP | 528,113 | $15.6M | 0.0% | 1.3% | -15.9% |
| 13 | ALGEBRIS (UK) LTD | 469,403 | $13.9M | 0.9% | 1.1% | -9.5% |
| 14 | MORGAN STANLEY | 455,987 | $13.5M | 0.0% | 1.1% | -5.0% |
| 15 | NORTHERN TRUST CORP | 440,623 | $13.1M | 0.0% | 1.1% | +6.7% |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 399,435 | $11.8M | 0.0% | 1% | +5.9% |
| 17 | Bank of New York Mellon Corp | 398,963 | $11.8M | 0.0% | 1% | +5.2% |
| 18 | TWO SIGMA INVESTMENTS, LP | 389,206 | $11.5M | 0.0% | 0.9% | -20.6% |
| 19 | Rhino Investment Partners, Inc | 373,459 | $11.1M | 3.3% | 0.9% | +13.0% |
| 20 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 308,640 | $9.1M | 0.0% | 0.8% | -0.2% |
| 21 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 301,412 | $8.9M | 0.2% | 0.7% | +4.4% |
| 22 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 298,120 | $8.8M | 0.0% | 0.7% | -31.2% |
| 23 | HEARTLAND ADVISORS INC | 275,000 | $8.1M | 0.4% | 0.7% | 0.0% |
| 24 | VANGUARD FIDUCIARY TRUST CO | 274,788 | $8.1M | 0.0% | 0.7% | +3.0% |
| 25 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 264,739 | $7.8M | 0.0% | 0.6% | -2.0% |
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.