Heritage Financial Corporation

Historical 13F Holders

Symbol
HFWA
CUSIP
42722X106
All holders as of
Q2 2026
Type
Equity
Class
COM
Reported Value, Excluding Options
Total Filings

13D/G Filers

Investors who own more than 5% of a class must file a Schedule 13D or 13G. Each filer's latest filing for 42722X106 since 12/18/2024, largest first.

Filer % of Class Filed
BlackRock, Inc. 13G/A 13.3% 4/24/2026
Event 3/31/2026
Prudential Financial Inc 13G/A 8.3% 5/15/2025
Event 3/31/2025
Jennison Associates LLC 13G/A 7.8% 5/6/2026
Event 3/31/2026
Dimensional Fund Advisors LP 13G 5.5% 10/8/2026
Event 9/30/2026
Vanguard Capital Management LLC 13G 5.2% 4/30/2026
Event 3/31/2026
Under 5%, checked the "5 percent or less" box, or amended by a later filing (3)
Victory Capital Management, Inc. 13G/A 6.0%
Checked 5% or less
5/11/2026
Event 3/31/2026
AllianceBernstein L.P. 13G/A 4.4% 2/5/2025
Event 12/31/2024
Vanguard Group Inc 13G/A 0% 3/27/2026
Event 3/13/2026

13F Holders by Quarter

Period Filings Shares, Excl. Options Value, Excl. Options
2026 Q3 7 19.0 k $522 k
2026 Q2 194 34.6 M $1.03 B
2026 Q1 186 32.8 M $850 M
2025 Q4 176 29.6 M $700 M
2025 Q3 174 29.2 M $707 M
2025 Q2 177 28.8 M $687 M
2025 Q1 184 28.6 M $695 M
2024 Q4 176 27.8 M $680 M
2024 Q3 170 27.8 M $605 M
2024 Q2 173 28.4 M $512 M
2024 Q1 154 29.4 M $569 M
2023 Q4 170 29.2 M $624 M
2023 Q3 164 27.5 M $449 M
2023 Q2 167 27.7 M $449 M
2023 Q1 167 28.0 M $599 M
2022 Q4 192 29.6 M $907 M
2022 Q3 153 27.7 M $734 M
2022 Q2 154 27.5 M $691 M
2022 Q1 148 27.5 M $689 M
2021 Q4 152 27.2 M $665 M
2021 Q3 129 27.8 M $708 M
2021 Q2 131 28.4 M $712 M
2021 Q1 123 28.9 M $816 M
2020 Q4 134 31.0 M $731 M
2020 Q3 130 29.0 M $534 M
2020 Q2 122 29.0 M $579 M
2020 Q1 126 29.7 M $588 M
2019 Q4 134 29.9 M $847 M
2019 Q3 133 29.3 M $791 M
2019 Q2 143 30.2 M $893 M
2019 Q1 145 30.0 M $905 M
2018 Q4 150 30.6 M $909 M
2018 Q3 153 31.2 M $1.10 B
2018 Q2 154 29.4 M $1.03 B
2018 Q1 151 26.4 M $808 M
2017 Q4 142 24.1 M $743 M
2017 Q3 131 23.4 M $684 M
2017 Q2 130 22.7 M $602 M
2017 Q1 135 23.3 M $577 M
2016 Q4 137 22.6 M $581 M
2016 Q3 125 22.1 M $398 M
2016 Q2 129 22.0 M $387 M
2016 Q1 124 21.8 M $383 M
2015 Q4 124 21.7 M $410 M
2015 Q3 118 21.3 M $394 M
2015 Q2 110 20.3 M $363 M
2015 Q1 105 19.9 M $337 M
2014 Q4 100 20.0 M $351 M
2014 Q3 95 20.1 M $319 M
2014 Q2 102 20.2 M $325 M
2014 Q1 79 11.0 M $186 M