HERITAGE FINANCIAL CORP /WA/ - HFWA

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

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Company profile

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Q2 2026 · Q1 2026

Value (USD)

Total reported value ($000)

$978.5M

QoQ value delta ($000)

+$128.4M (+15.1%)

Implied price effect (QoQ)

+13.78%

Total shares

33,185,573

QoQ shares delta

+378,909 (+1.15%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Partial Q2 2026 data: 192 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.	172,125	5,811,114	0.0%
JENNISON ASSOCIATES LLC	104,800	3,538,159	0.06%
VICTORY CAPITAL MANAGEMENT INC	69,930	2,360,915	0.04%
DIMENSIONAL FUND ADVISORS LP	60,554	2,044,399	0.01%
STATE STREET CORP	58,714	1,982,257	0.0%
VANGUARD CAPITAL MANAGEMENT LLC	54,344	1,834,712	0.0%
GEODE CAPITAL MANAGEMENT, LLC	32,699	1,103,769	0.0%
ALLIANCEBERNSTEIN L.P.	29,548	1,136,479	0.01%
VANGUARD PORTFOLIO MANAGEMENT LLC	22,206	749,714	0.0%
BASSWOOD CAPITAL MANAGEMENT, L.L.C.	20,408	689,010	0.81%
Boston Partners	20,054	677,105	0.02%
WELLINGTON MANAGEMENT GROUP LLP	15,642	528,113	0.0%
ALGEBRIS (UK) LTD	13,859	469,403	0.91%
MORGAN STANLEY	13,506	455,987	0.0%
NORTHERN TRUST CORP	13,051	440,623	0.0%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	11,831	399,435	0.0%
Bank of New York Mellon Corp	11,817	398,963	0.0%
TWO SIGMA INVESTMENTS, LP	11,528	389,206	0.01%
Rhino Investment Partners, Inc	11,061	373,459	3.35%
MANUFACTURERS LIFE INSURANCE COMPANY, THE	9,141	308,640	0.01%
BRIDGEWAY CAPITAL MANAGEMENT, LLC	8,927	301,412	0.16%
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	8,830	298,120	0.0%
HEARTLAND ADVISORS INC	8,145	275,000	0.36%
VANGUARD FIDUCIARY TRUST CO	8,139	274,788	0.0%
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	7,841	264,739	0.02%