HFWA institutional holders

HERITAGE FINANCIAL CORP · 13F, 2026Q2

Managers holding191
Shares held33,149,224
Reported value$977.7m
Quarter flows29 new, 69 added, 56 trimmed, 23 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
BlackRock, Inc.5,811,114$172.1m0.0%
JENNISON ASSOCIATES LLC3,538,159$104.8m0.1%
VICTORY CAPITAL MANAGEMENT INC2,360,915$69.9m0.0%
DIMENSIONAL FUND ADVISORS LP2,044,399$60.6m0.0%
STATE STREET CORP1,982,257$58.7m0.0%
VANGUARD CAPITAL MANAGEMENT LLC1,834,712$54.3m0.0%
GEODE CAPITAL MANAGEMENT, LLC1,103,769$32.7m0.0%
ALLIANCEBERNSTEIN L.P.1,136,479$29.5m0.0%
VANGUARD PORTFOLIO MANAGEMENT LLC749,714$22.2m0.0%
BASSWOOD CAPITAL MANAGEMENT, L.L.C.689,010$20.4m0.8%
Boston Partners677,105$20.1m0.0%
WELLINGTON MANAGEMENT GROUP LLP528,113$15.6m0.0%
ALGEBRIS (UK) LTD469,403$13.9m0.9%
MORGAN STANLEY455,987$13.5m0.0%
NORTHERN TRUST CORP440,623$13.1m0.0%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC399,435$11.8m0.0%
Bank of New York Mellon Corp398,963$11.8m0.0%
TWO SIGMA INVESTMENTS, LP389,206$11.5m0.0%
Rhino Investment Partners, Inc373,459$11.1m3.3%
MANUFACTURERS LIFE INSURANCE COMPANY, THE308,640$9.1m0.0%
BRIDGEWAY CAPITAL MANAGEMENT, LLC301,412$8.9m0.2%
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP298,120$8.8m0.0%
HEARTLAND ADVISORS INC275,000$8.1m0.4%
VANGUARD FIDUCIARY TRUST CO274,788$8.1m0.0%
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC264,739$7.8m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("HFWA"). HFWA price history · All 13F data

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