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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Q1 2026 · Q4 2025
Value (USD)
Total reported value ($000)
$912.2M
QoQ value delta ($000)
+$212.1M (+30.3%)
Implied price effect (QoQ)
+8.85%
Shares
Total shares
35,432,396
QoQ shares delta
+5,832,799 (+19.71%)
Total shares held by funds (by quarter)

Market chart (HFWA)

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Top holders (Q1 2026)

Top 25 only Full list
Partial Q1 2026 data: 184 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
Manager Value ($000) Shares % of 13F
BlackRock, Inc. 144,606 5,561,782 0.0%
JENNISON ASSOCIATES LLC 83,550 3,213,473 0.06%
VICTORY CAPITAL MANAGEMENT INC 64,202 2,469,315 0.04%
VANGUARD GROUP INC 57,051 2,412,325 0.0%
DIMENSIONAL FUND ADVISORS LP 50,867 1,956,477 0.01%
VANGUARD CAPITAL MANAGEMENT LLC 48,045 1,847,906 0.0%
STATE STREET CORP 46,709 1,796,525 0.0%
ALLIANCEBERNSTEIN L.P. 27,077 1,144,920 0.01%
GEODE CAPITAL MANAGEMENT, LLC 24,310 934,802 0.0%
BASSWOOD CAPITAL MANAGEMENT, L.L.C. 18,171 698,904 0.86%
Boston Partners 17,963 690,319 0.02%
VANGUARD PORTFOLIO MANAGEMENT LLC 16,995 653,691 0.0%
WELLINGTON MANAGEMENT GROUP LLP 16,336 628,320 0.0%
ALGEBRIS (UK) LTD 13,456 518,409 0.97%
TWO SIGMA INVESTMENTS, LP 12,750 490,410 0.01%
MORGAN STANLEY 12,475 479,833 0.0%
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 11,271 433,512 0.01%
NORTHERN TRUST CORP 10,741 413,116 0.0%
Bank of New York Mellon Corp 9,864 379,395 0.0%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 9,803 377,043 0.0%
Rhino Investment Partners, Inc 8,591 330,459 2.39%
GOLDMAN SACHS GROUP INC 8,113 312,057 0.0%
MANUFACTURERS LIFE INSURANCE COMPANY, THE 8,043 309,353 0.01%
BRIDGEWAY CAPITAL MANAGEMENT, LLC 7,503 288,579 0.15%
HEARTLAND ADVISORS INC 7,150 275,000 0.36%