HERITAGE FINANCIAL CORP /WA/ - HFWA

Sector: Financial · Industry: Savings Institutions, Not Federally Chartered
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Company profile

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Quarter snapshot

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Q4 2025 · Q3 2025
Value (USD)
Total reported value ($000)
$700.1M
QoQ value delta ($000)
+$3.662M (+0.53%)
Implied price effect (QoQ)
-2.2%
Shares
Total shares
29,599,575
QoQ shares delta
+801,242 (+2.78%)
Total shares held by funds (by quarter)

Market chart (HFWA)

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Top holders (Q4 2025)

Top 25 only Full list
Early Q1 2026 data: only 24 institutional holders reported so far. More will appear as funds file with the SEC.
Manager Value ($000) Shares % of 13F
BlackRock, Inc. 116,192 4,913,023 0.0%
JENNISON ASSOCIATES LLC 73,484 3,107,165 0.04%
VICTORY CAPITAL MANAGEMENT INC 57,604 2,435,692 0.03%
VANGUARD GROUP INC 57,051 2,412,325 0.0%
DIMENSIONAL FUND ADVISORS LP 46,794 1,978,610 0.01%
STATE STREET CORP 37,212 1,573,458 0.0%
ALLIANCEBERNSTEIN L.P. 30,909 1,306,960 0.01%
GEODE CAPITAL MANAGEMENT, LLC 19,929 842,598 0.0%
BASSWOOD CAPITAL MANAGEMENT, L.L.C. 14,358 607,105 0.58%
ALGEBRIS (UK) LTD 12,319 520,686 0.98%
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 11,924 504,221 0.01%
MORGAN STANLEY 9,450 399,617 0.0%
NORTHERN TRUST CORP 8,907 376,622 0.0%
Bank of New York Mellon Corp 8,668 366,526 0.0%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 7,722 326,536 0.0%
MANUFACTURERS LIFE INSURANCE COMPANY, THE 7,430 314,186 0.01%
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 6,688 282,819 0.02%
RENAISSANCE TECHNOLOGIES LLC 6,573 277,953 0.01%
LORD, ABBETT & CO. LLC 6,569 277,749 0.02%
BRIDGEWAY CAPITAL MANAGEMENT, LLC 6,504 275,015 0.14%
HEARTLAND ADVISORS INC 6,503 275,000 0.35%
TWO SIGMA INVESTMENTS, LP 6,373 269,492 0.01%
Invesco Ltd. 6,255 264,519 0.0%
ProShare Advisors LLC 5,958 251,929 0.01%
Nuveen, LLC 5,547 234,551 0.0%