HERITAGE FINANCIAL CORP /WA/ (HFWA) — Institutional Holders, Q2 2026
192 institutional investment managers reported a HFWA position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $976.3M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
HFWA in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- JENNISON ASSOCIATESAdded · +324,686 sh+$9.6M
- BlackRockAdded · +249,332 sh+$7.4M
- JPMORGAN CHASEAdded · +226,818 sh+$6.7M
- STATE STREETAdded · +185,732 sh+$5.5M
- GEODE CAPITAL MANAGEMENTAdded · +168,967 sh+$5.0M
Biggest sellers
- LORD, ABBETTSold out · -272,437 sh-$8.1M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIPTrimmed · -135,392 sh-$4.0M
- VICTORY CAPITAL MANAGEMENTTrimmed · -108,400 sh-$3.2M
- TWO SIGMA INVESTMENTSTrimmed · -101,204 sh-$3.0M
- WELLINGTON MANAGEMENT GROUP LLPTrimmed · -100,207 sh-$3.0M
HFWA 13F holders ranked 1–100 of 192
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | BlackRock#1 · 5,811,114 sh | 5,811,114 | $172.1M | <0.01% | +4.5% |
| 2 | JENNISON ASSOCIATES#2 · 3,538,159 sh | 3,538,159 | $104.8M | 0.06% | +10.1% |
| 3 | VICTORY CAPITAL MANAGEMENT#3 · 2,360,915 sh | 2,360,915 | $69.9M | 0.04% | -4.4% |
| 4 | DIMENSIONAL FUND ADVISORS#4 · 2,044,399 sh | 2,044,399 | $60.6M | 0.01% | +4.5% |
| 5 | STATE STREET#5 · 1,982,257 sh | 1,982,257 | $58.7M | <0.01% | +10.3% |
| 6 | VANGUARD CAPITAL MANAGEMENT#6 · 1,834,712 sh | 1,834,712 | $54.3M | <0.01% | -0.7% |
| 7 | GEODE CAPITAL MANAGEMENT#7 · 1,103,769 sh | 1,103,769 | $32.7M | <0.01% | +18.1% |
| 8 | ALLIANCEBERNSTEIN L.P.#8 · 1,136,479 sh | 1,136,479 | $29.5M | <0.01% | -0.7% |
| 9 | VANGUARD PORTFOLIO MANAGEMENT#9 · 749,714 sh | 749,714 | $22.2M | <0.01% | +14.7% |
| 10 | BASSWOOD CAPITAL MANAGEMENT, L.L.C.#10 · 689,010 sh | 689,010 | $20.4M | 0.81% | -1.4% |
| 11 | Boston Partners#11 · 677,105 sh | 677,105 | $20.1M | 0.02% | -1.9% |
| 12 | WELLINGTON MANAGEMENT GROUP LLP#12 · 528,113 sh | 528,113 | $15.6M | <0.01% | -15.9% |
| 13 | Algebris (UK) Ltd#13 · 469,403 sh | 469,403 | $13.9M | 0.91% | -9.5% |
| 14 | MORGAN STANLEY#14 · 455,987 sh | 455,987 | $13.5M | <0.01% | -5.0% |
| 15 | NORTHERN#15 · 440,623 sh | 440,623 | $13.1M | <0.01% | +6.7% |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT#16 · 399,435 sh | 399,435 | $11.8M | <0.01% | +5.9% |
| 17 | Bank of New York Mellon#17 · 398,963 sh | 398,963 | $11.8M | <0.01% | +5.2% |
| 18 | TWO SIGMA INVESTMENTS#18 · 389,206 sh | 389,206 | $11.5M | <0.01% | -20.6% |
| 19 | rhino investment partners#19 · 373,459 sh | 373,459 | $11.1M | 3.35% | +13.0% |
| 20 | MANUFACTURERS LIFE INSURANCE COMPANY, THE#20 · 308,640 sh | 308,640 | $9.1M | <0.01% | -0.2% |
| 21 | BRIDGEWAY CAPITAL MANAGEMENT#21 · 301,412 sh | 301,412 | $8.9M | 0.16% | +4.4% |
| 22 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#22 · 298,120 sh | 298,120 | $8.8M | <0.01% | -31.2% |
| 23 | HEARTLAND ADVISORS#23 · 275,000 sh | 275,000 | $8.1M | 0.36% | 0.0% |
| 24 | VANGUARD FIDUCIARY#24 · 274,788 sh | 274,788 | $8.1M | <0.01% | +3.0% |
| 25 | HOTCHKIS & WILEY CAPITAL MANAGEMENT#25 · 264,739 sh | 264,739 | $7.8M | 0.02% | -2.0% |
| 26 | Invesco Ltd.#26 · 260,870 sh | 260,870 | $7.7M | <0.01% | +2.2% |
| 27 | Nuveen#27 · 244,361 sh | 244,361 | $7.2M | <0.01% | +4.0% |
| 28 | JPMORGAN CHASE#28 · 245,754 sh | 245,754 | $7.2M | <0.01% | +1197.8% |
| 29 | GOLDMAN SACHS GROUP#29 · 243,025 sh | 243,025 | $7.2M | <0.01% | -22.1% |
| 30 | ProShare Advisors#30 · 237,229 sh | 237,229 | $7.0M | 0.01% | -5.1% |
| 31 | Dana Investment Advisors#31 · 216,374 sh | 216,374 | $6.4M | 0.17% | -1.6% |
| 32 | PRINCIPAL FINANCIAL GROUP#32 · 199,215 sh | 199,215 | $5.9M | <0.01% | -0.2% |
| 33 | BANK OF AMERICA#33 · 187,594 sh | 187,594 | $5.6M | <0.01% | -10.9% |
| 34 | Empowered Funds#34 · 178,912 sh | 178,912 | $5.3M | 0.03% | +7.7% |
| 35 | KILEY JUERGENS WEALTH MANAGEMENT#35 · 175,064 sh | 175,064 | $5.2M | 0.81% | 0.0% |
| 36 | UBS Group AG#36 · 171,498 sh | 171,498 | $5.1M | <0.01% | -24.3% |
| 37 | GREAT LAKES ADVISORS#37 · 155,487 sh | 155,487 | $4.6M | 0.04% | -9.2% |
| 38 | Russell Investments Group, Ltd.#38 · 147,072 sh | 147,072 | $4.4M | <0.01% | -25.9% |
| 39 | PUBLIC SECTOR PENSION INVESTMENT BOARD#39 · 141,570 sh | 141,570 | $4.2M | 0.01% | -3.8% |
| 40 | MARTIN#40 · 136,107 sh | 136,107 | $4.0M | 0.63% | -1.3% |
| 41 | AQR CAPITAL MANAGEMENT#41 · 132,958 sh | 132,958 | $3.9M | <0.01% | -21.3% |
| 42 | RENAISSANCE TECHNOLOGIES#42 · 132,441 sh | 132,441 | $3.9M | <0.01% | -29.7% |
| 43 | AMERIPRISE FINANCIAL#43 · 104,056 sh | 104,056 | $3.1M | <0.01% | -2.2% |
| 44 | Quantinno Capital Management#44 · 103,682 sh | 103,682 | $3.1M | <0.01% | +88.0% |
| 45 | AMERICAN CENTURY COMPANIES#45 · 101,603 sh | 101,603 | $3.0M | <0.01% | -1.5% |
| 46 | RHUMBLINE ADVISERS#46 · 101,132 sh | 101,132 | $3.0M | <0.01% | -4.9% |
| 47 | Legal & General Group Plc#47 · 89,971 sh | 89,971 | $2.7M | <0.01% | +9.8% |
| 48 | Connor, Clark & Lunn Investment Management Ltd.#48 · 85,784 sh | 85,784 | $2.5M | <0.01% | +32.3% |
| 49 | Swiss National Bank#49 · 82,568 sh | 82,568 | $2.4M | <0.01% | +22.9% |
| 50 | ROYAL BANK OF CANADA#50 · 81,863 sh | 81,863 | $2.4M | <0.01% | +7.5% |
| 51 | DEPRINCE RACE & ZOLLO#51 · 71,815 sh | 71,815 | $2.1M | — | -45.4% |
| 52 | KEYBANK NATIONAL ASSOCIATION#52 · 71,085 sh | 71,085 | $2.1M | <0.01% | +6.7% |
| 53 | PRICE T ROWE ASSOCIATES#53 · 68,768 sh | 68,768 | $2.0M | <0.01% | +37.4% |
| 54 | VOYA INVESTMENT MANAGEMENT#54 · 56,409 sh | 56,409 | $1.7M | <0.01% | +19.6% |
| 55 | ROYCE & ASSOCIATES#55 · 55,358 sh | 55,358 | $1.6M | 0.01% | -32.7% |
| 56 | SEI INVESTMENTS#56 · 51,598 sh | 51,598 | $1.5M | <0.01% | -35.0% |
| 57 | NWAM#57 · 49,474 sh | 49,474 | $1.5M | 0.07% | -1.8% |
| 58 | Pacific Asset Management#58 · 49,050 sh | 49,050 | $1.5M | — | 0.0% |
| 59 | Universal- Beteiligungs- und Servicegesellschaft mbH#59 · 47,548 sh | 47,548 | $1.4M | <0.01% | -26.8% |
| 60 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#60 · 47,172 sh | 47,172 | $1.4M | <0.01% | -5.9% |
| 61 | FIRST ADVISORS#61 · 45,872 sh | 45,872 | $1.4M | <0.01% | +37.9% |
| 62 | DEUTSCHE BANK AG\#62 · 44,651 sh | 44,651 | $1.3M | <0.01% | +34.0% |
| 63 | FEDERATED HERMES#63 · 42,298 sh | 42,298 | $1.3M | <0.01% | +1.9% |
| 64 | State of New Jersey Common Pension Fund D#64 · 41,685 sh | 41,685 | $1.2M | <0.01% | New |
| 65 | PRUDENTIAL FINANCIAL#65 · 40,357 sh | 40,357 | $1.2M | <0.01% | -0.2% |
| 66 | WELLS FARGO & COMPANY#66 · 40,189 sh | 40,189 | $1.2M | <0.01% | +117.9% |
| 67 | CITIGROUP#67 · 38,816 sh | 38,816 | $1.1M | <0.01% | +30.1% |
| 68 | Baird Financial Group#68 · 38,245 sh | 38,245 | $1.1M | <0.01% | 0.0% |
| 69 | SUSQUEHANNA FUNDAMENTAL INVESTMENTS#69 · 36,594 sh | 36,594 | $1.1M | 0.02% | -9.2% |
| 70 | GREAT WEST LIFE ASSURANCE#70 · 36,139 sh | 36,139 | $1.1M | <0.01% | -0.5% |
| 71 | Fortis Capital Management#71 · 35,807 sh | 35,807 | $1.1M | 0.12% | New |
| 72 | Pacific Ridge Capital Partners#72 · 34,627 sh | 34,627 | $1.0M | 0.19% | -1.1% |
| 73 | XTX Topco Ltd#73 · 34,519 sh | 34,519 | $1.0M | 0.01% | New |
| 74 | Vanguard Global Advisers#74 · 33,396 sh | 33,396 | $989.2K | <0.01% | -20.6% |
| 75 | Odyssean#75 · 31,917 sh | 31,917 | $945.4K | 0.15% | 0.0% |
| 76 | VANGUARD ASSET MANAGEMENT, Ltd#76 · 31,496 sh | 31,496 | $932.9K | <0.01% | +27.4% |
| 77 | Creative Planning#77 · 27,579 sh | 27,579 | $816.9K | <0.01% | +20.8% |
| 78 | THRIVENT FINANCIAL FOR LUTHERANS#78 · 27,067 sh | 27,067 | $802.0K | <0.01% | -1.4% |
| 79 | Freestone Capital#79 · 26,212 sh | 26,212 | $776.4K | 0.02% | New |
| 80 | MetLife Investment Management#80 · 24,263 sh | 24,263 | $718.7K | <0.01% | +30.7% |
| 81 | MILLENNIUM MANAGEMENT#81 · 24,023 sh | 24,023 | $711.6K | <0.01% | New |
| 82 | D. E. Shaw#82 · 23,374 sh | 23,374 | $692.3K | <0.01% | New |
| 83 | Rafferty Asset Management#83 · 22,075 sh | 22,075 | $653.9K | <0.01% | -25.0% |
| 84 | BARCLAYS PLC#84 · 22,018 sh | 22,018 | $652.2K | <0.01% | +0.7% |
| 85 | Illinois Municipal Retirement Fund#85 · 21,158 sh | 21,158 | $626.7K | <0.01% | +15.1% |
| 86 | Badgley Phelps Wealth Managers#86 · 20,971 sh | 20,971 | $621.2K | — | 0.0% |
| 87 | HARBOR ADVISORY#87 · 20,550 sh | 20,550 | $608.7K | 0.16% | New |
| 88 | Bensler#88 · 20,450 sh | 20,450 | $605.7K | 0.05% | 0.0% |
| 89 | Mengis Capital Management#89 · 20,310 sh | 20,310 | $601.6K | — | 0.0% |
| 90 | Penn Capital Management Company#90 · 20,310 sh | 20,310 | $601.6K | 0.04% | -10.7% |
| 91 | GABELLI FUNDS#91 · 20,000 sh | 20,000 | $592.4K | <0.01% | +6.8% |
| 92 | MIRAE ASSET GLOBAL ETFS Ltd.#92 · 19,149 sh | 19,149 | $567.2K | <0.01% | +19.9% |
| 93 | Zurcher Kantonalbank (Zurich Cantonalbank)#93 · 18,927 sh | 18,927 | $560.6K | <0.01% | 0.0% |
| 94 | Louisiana State Employees Retirement System#94 · 18,100 sh | 18,100 | $536.1K | — | -0.5% |
| 95 | State of Alaska, Department of Revenue#95 · 18,131 sh | 18,131 | $536.0K | — | -27.0% |
| 96 | EP Wealth Advisors#96 · 18,069 sh | 18,069 | $535.2K | <0.01% | +7.5% |
| 97 | Waverly Advisors#97 · 17,124 sh | 17,124 | $507.2K | <0.01% | 0.0% |
| 98 | Atom Investors#98 · 15,389 sh | 15,389 | $455.8K | 0.04% | +99.5% |
| 99 | Jupiter Topco#99 · 15,340 sh | 15,340 | $454.2K | <0.01% | — |
| 100 | NEW YORK STATE COMMON RETIREMENT FUND#100 · 14,593 sh | 14,593 | $432.2K | <0.01% | +52.1% |
Funds that sold out of HFWA in Q2 2026 (18)
Held HFWA at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| LORD, ABBETT272,437 sh | 272,437 | $7.1M |
| LSV ASSET MANAGEMENT74,500 sh | 74,500 | $1.9M |
| RAYMOND JAMES FINANCIAL48,827 sh | 48,827 | $1.3M |
| LAZARD ASSET MANAGEMENT40,326 sh | 40,326 | $1.0M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP27,527 sh | 27,527 | $715.7K |
| GLOBEFLEX CAPITAL L P27,300 sh | 27,300 | $709.8K |
| Fourthstone19,970 sh | 19,970 | $519.2K |
| GSA CAPITAL PARTNERS LLP19,254 sh | 19,254 | $501.0K |
| STRS OHIO19,200 sh | 19,200 | $499.2K |
| Cambria Investment Management, L.P.10,413 sh | 10,413 | $270.7K |
| DRW Securities9,519 sh | 9,519 | $247.5K |
| iSAM Funds (UK) Ltd9,386 sh | 9,386 | $244.0K |
| Aster Capital Management (DIFC) Ltd6,204 sh | 6,204 | $150.9K |
| QUADRANT CAPITAL GROUP1,028 sh | 1,028 | $62.3K |
| Sound Income Strategies185 sh | 185 | $4.8K |
| Root Financial Partners96 sh | 96 | $2.5K |
| MAI Capital Management27 sh | 27 | $702.00 |
| IFP Advisors9 sh | 9 | $234.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.