Who Owns HERITAGE FINL CORP WASH (HFWA)? -- Institutional Holders (2026-06-30)

207 institutions reported holding $990.3M of HERITAGE FINL CORP WASH (HFWA) in SEC 13F filings for 2026-06-30. Largest institutional holders: BlackRock, Inc. ($172.1M), JENNISON ASSOCIATES LLC ($104.8M), VANGUARD GROUP INC ($86.8M), VICTORY CAPITAL MANAGEMENT INC ($69.9M), DIMENSIONAL FUND ADVISORS LP ($60.6M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1BlackRock, Inc.$172.1M5.8MAdded
2JENNISON ASSOCIATES LLC$104.8M3.5MAdded
3VANGUARD GROUP INC$86.8M2.9MAdded
4VICTORY CAPITAL MANAGEMENT INC$69.9M2.4MTrimmed
5DIMENSIONAL FUND ADVISORS LP$60.6M2.0MAdded
6STATE STREET CORP$58.7M2.0MAdded
7GEODE CAPITAL MANAGEMENT, LLC$32.7M1.1MAdded
8ALLIANCEBERNSTEIN L.P.$29.5M1.1MTrimmed
9BASSWOOD CAPITAL MANAGEMENT, L.L.C.$20.4M689,010Trimmed
10Boston Partners$20.1M677,105Trimmed
11WELLINGTON MANAGEMENT GROUP LLP$15.6M528,113Trimmed
12ALGEBRIS (UK) LTD$13.9M469,403Trimmed
13MORGAN STANLEY$13.5M455,987Trimmed
14NORTHERN TRUST CORP$13.1M440,623Added
15Sixth Street Partners Management Company, L.P.$11.8M399,435New
16CHARLES SCHWAB INVESTMENT MANAGEMENT INC$11.8M399,435Added
17Bank of New York Mellon Corp$11.8M398,963Added
18TWO SIGMA INVESTMENTS, LP$11.5M389,206Trimmed
19Rhino Investment Partners, Inc$11.1M373,459Added
20MANUFACTURERS LIFE INSURANCE COMPANY, THE$9.1M308,640Trimmed
21BRIDGEWAY CAPITAL MANAGEMENT, LLC$8.9M301,412Added
22ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$8.8M298,120Trimmed
23HEARTLAND ADVISORS INC$8.1M275,000Hold
24HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$7.8M264,739Trimmed
25Invesco Ltd.$7.7M260,870Added

Source: SEC Form 13F filings · as of 2026-06-30