HERITAGE FINANCIAL CORP /WA/ (HFWA) — Institutional Holders, Q2 2026 (page 2)
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 101 to 192. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
HFWA 13F holders ranked 101–192 of 192
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 101 | FMR#101 · 14,477 sh | 14,477 | $428.8K | 0.00% | -52.1% |
| 102 | Toroso Investments#102 · 14,132 sh | 14,132 | $418.6K | <0.01% | New |
| 103 | BNP PARIBAS FINANCIAL MARKETS#103 · 13,896 sh | 13,896 | $411.6K | <0.01% | +54.0% |
| 104 | FIFTH THIRD BANCORP#104 · 13,531 sh | 13,531 | $400.8K | <0.01% | +0.4% |
| 105 | MERCER GLOBAL ADVISORS#105 · 13,193 sh | 13,193 | $390.8K | <0.01% | +35.7% |
| 106 | SageView Advisory Group#106 · 13,089 sh | 13,089 | $387.7K | 0.01% | -7.5% |
| 107 | Police & Firemen's Retirement System of New Jersey#107 · 12,265 sh | 12,265 | $363.3K | <0.01% | +29.9% |
| 108 | SG Americas Securities#108 · 11,827 sh | 11,827 | $350.0K | <0.01% | -39.6% |
| 109 | Arizona State Retirement System#109 · 11,349 sh | 11,349 | $336.2K | <0.01% | +21.7% |
| 110 | Vanguard Personalized Indexing Management#110 · 11,087 sh | 11,087 | $328.4K | <0.01% | -6.4% |
| 111 | AMALGAMATED BANK#111 · 11,082 sh | 11,082 | $328.0K | — | -4.6% |
| 112 | YOUSIF CAPITAL MANAGEMENT#112 · 10,965 sh | 10,965 | $324.8K | — | +1.3% |
| 113 | Jain Global#113 · 10,700 sh | 10,700 | $316.9K | <0.01% | New |
| 114 | LPL Financial#114 · 10,543 sh | 10,543 | $312.3K | <0.01% | 0.0% |
| 115 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM#115 · 9,909 sh | 9,909 | $293.5K | <0.01% | 0.0% |
| 116 | COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS#116 · 9,774 sh | 9,774 | $289.5K | <0.01% | -3.9% |
| 117 | OREGON PUBLIC EMPLOYEES RETIREMENT FUND#117 · 9,378 sh | 9,378 | $277.8K | <0.01% | 0.0% |
| 118 | KLP KAPITALFORVALTNING AS#118 · 9,300 sh | 9,300 | $275.5K | <0.01% | +27.4% |
| 119 | Aspire Capital Advisors#119 · 8,764 sh | 8,764 | $259.6K | 0.05% | 0.0% |
| 120 | Pathstone#120 · 8,717 sh | 8,717 | $258.2K | <0.01% | -52.8% |
| 121 | TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY#121 · 8,597 sh | 8,597 | $255.0K | <0.01% | 0.0% |
| 122 | US BANCORP \DE\#122 · 8,471 sh | 8,471 | $250.9K | <0.01% | +3.6% |
| 123 | Jump Financial#123 · 8,130 sh | 8,130 | $240.8K | <0.01% | New |
| 124 | INTECH INVESTMENT MANAGEMENT#124 · 8,047 sh | 8,047 | $238.4K | <0.01% | -7.9% |
| 125 | State of Tennessee, Treasury Department#125 · 8,026 sh | 8,026 | $237.7K | <0.01% | 0.0% |
| 126 | Vident Advisory#126 · 7,462 sh | 7,462 | $221.0K | <0.01% | New |
| 127 | Neuberger Berman Group#127 · 7,412 sh | 7,412 | $219.5K | <0.01% | New |
| 128 | Squarepoint Ops#128 · 7,210 sh | 7,210 | $213.6K | <0.01% | New |
| 129 | COLDSTREAM CAPITAL MANAGEMENT#129 · 7,030 sh | 7,030 | $208.2K | <0.01% | New |
| 130 | Sowell Financial Services#130 · 6,805 sh | 6,805 | $201.6K | — | New |
| 131 | Vanguard Investments Australia, Ltd.#131 · 6,789 sh | 6,789 | $201.1K | <0.01% | 0.0% |
| 132 | GAMMA Investing#132 · 6,519 sh | 6,519 | $193.1K | — | +12.2% |
| 133 | CGC Financial Services#133 · 6,159 sh | 6,159 | $182.4K | — | 0.0% |
| 134 | Parkside Financial Bank#134 · 4,660 sh | 4,660 | $138.0K | <0.01% | +95.1% |
| 135 | Institute for Wealth Management#135 · 3,971 sh | 3,971 | $117.6K | 0.01% | New |
| 136 | Ameritas Investment Partners#136 · 3,774 sh | 3,774 | $111.8K | <0.01% | +32.4% |
| 137 | JONES FINANCIAL COMPANIES LLLP#137 · 3,459 sh | 3,459 | $102.1K | 0.00% | +286.5% |
| 138 | DekaBank Deutsche Girozentrale#138 · 3,763 sh | 3,763 | $97.0K | <0.01% | 0.0% |
| 139 | Global Retirement Partners#139 · 3,220 sh | 3,220 | $95.4K | <0.01% | — |
| 140 | Tower Research Capital (TRC)#140 · 2,819 sh | 2,819 | $83.5K | <0.01% | +19.5% |
| 141 | Integrated Wealth Concepts#141 · 2,293 sh | 2,293 | $67.9K | <0.01% | New |
| 142 | Pinnacle Wealth Planning Services#142 · 1,975 sh | 1,975 | $58.5K | <0.01% | 0.0% |
| 143 | NISA INVESTMENT ADVISORS#143 · 1,482 sh | 1,482 | $43.9K | — | +50.9% |
| 144 | Allworth Financial#144 · 1,347 sh | 1,347 | $39.9K | <0.01% | +0.8% |
| 145 | SRS Capital Advisors#145 · 1,235 sh | 1,235 | $36.6K | <0.01% | +546.6% |
| 146 | PNC FINANCIAL SERVICES GROUP#146 · 1,230 sh | 1,230 | $36.4K | 0.00% | +0.3% |
| 147 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM#147 · 1,197 sh | 1,197 | $35.0K | — | New |
| 148 | HANTZ FINANCIAL SERVICES#148 · 1,057 sh | 1,057 | $31.0K | <0.01% | +7.9% |
| 149 | SIGNATUREFD#149 · 985 sh | 985 | $29.2K | — | +1463.5% |
| 150 | Salomon & Ludwin#150 · 842 sh | 842 | $25.5K | <0.01% | 0.0% |
| 151 | Sterling Capital Management#151 · 838 sh | 838 | $24.8K | — | -25.8% |
| 152 | OSAIC#152 · 737 sh | 737 | $21.8K | 0.00% | +25.1% |
| 153 | Versant Capital Management#153 · 706 sh | 706 | $20.9K | — | +60.1% |
| 154 | Larson Financial Group#154 · 638 sh | 638 | $18.9K | <0.01% | +10.6% |
| 155 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO#155 · 626 sh | 626 | $18.5K | <0.01% | +3.6% |
| 156 | Rockefeller Capital Management L.P.#156 · 606 sh | 606 | $17.9K | 0.00% | -2.3% |
| 157 | BNP Paribas Asset Management Holding S.A.#157 · 453 sh | 453 | $13.4K | 0.00% | -25.9% |
| 158 | SIMPLEX TRADING#158 · 438 sh | 438 | $13.0K | 0.00% | New |
| 159 | FIRST HORIZON NATIONAL#159 · 395 sh | 395 | $11.7K | — | 0.0% |
| 160 | Covestor Ltd#160 · 375 sh | 375 | $11.0K | <0.01% | +2105.9% |
| 161 | SJS Investment Consulting#161 · 363 sh | 363 | $10.8K | — | New |
| 162 | Optiver Holding B.V.#162 · 362 sh | 362 | $10.7K | 0.00% | New |
| 163 | MassMutual Private Wealth & , FSB#163 · 332 sh | 332 | $9.8K | — | -13.3% |
| 164 | UMB Bank, n.a.#164 · 220 sh | 220 | $6.5K | <0.01% | +3.3% |
| 165 | BESSEMER GROUP#165 · 201 sh | 201 | $6.0K | 0.00% | 0.0% |
| 166 | Triumph Capital Management#166 · 200 sh | 200 | $5.9K | — | 0.0% |
| 167 | LOS ANGELES CAPITAL MANAGEMENT#167 · 184 sh | 184 | $5.5K | 0.00% | 0.0% |
| 168 | Farther Finance Advisors#168 · 161 sh | 161 | $4.8K | — | +73.1% |
| 169 | ROTHSCHILD INVESTMENT#169 · 124 sh | 124 | $3.7K | <0.01% | 0.0% |
| 170 | Clearstead Advisors#170 · 122 sh | 122 | $3.6K | 0.00% | New |
| 171 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#171 · 97 sh | 97 | $2.9K | <0.01% | 0.0% |
| 172 | Cedar Mountain Advisors#172 · 79 sh | 79 | $2.3K | — | 0.0% |
| 173 | Silver Grove Financial Group#173 · 77 sh | 77 | $2.3K | <0.01% | New |
| 174 | Smartleaf Asset Management#174 · 76 sh | 76 | $2.2K | <0.01% | 0.0% |
| 175 | EverSource Wealth Advisors#175 · 70 sh | 70 | $2.1K | <0.01% | -98.5% |
| 176 | Physician Wealth Advisors#176 · 67 sh | 67 | $2.0K | — | 0.0% |
| 177 | Spire Wealth Management#177 · 38 sh | 38 | $1.1K | 0.00% | 0.0% |
| 178 | Keating Financial Advisory Services#178 · 32 sh | 32 | $948.00 | <0.01% | 0.0% |
| 179 | Bruce G. Allen Investments#179 · 24 sh | 24 | $711.00 | <0.01% | 0.0% |
| 180 | FARMERS & MERCHANTS INVESTMENTS#180 · 23 sh | 23 | $681.00 | — | 0.0% |
| 181 | Kilter Group#181 · 22 sh | 22 | $652.00 | <0.01% | 0.0% |
| 182 | Caitong International Asset Management , Ltd#182 · 21 sh | 21 | $622.00 | <0.01% | +110.0% |
| 183 | Essential Partners#183 · 20 sh | 20 | $592.00 | — | 0.0% |
| 184 | Stone House Investment Management#184 · 18 sh | 18 | $533.00 | — | 0.0% |
| 185 | ASSETMARK#185 · 14 sh | 14 | $415.00 | — | 0.0% |
| 186 | GILPIN WEALTH MANAGEMENT#186 · 13 sh | 13 | $386.00 | — | 0.0% |
| 187 | Steward Partners Investment Advisory#187 · 8 sh | 8 | $241.00 | 0.00% | New |
| 188 | Plante Moran Financial Advisors#188 · 8 sh | 8 | $237.00 | 0.00% | New |
| 189 | Davis Capital Management#189 · 2 sh | 2 | $59.00 | — | New |
| 190 | SBI Securities , Ltd.#190 · 2 sh | 2 | $59.00 | — | +100.0% |
| 191 | Evolution Advisers#191 · 28 sh | 28 | $0.00 | 0.00% | New |
| 192 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#192 · 49,342 sh | 49,342 | — | — | +56.4% |
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.