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Disclosery

HFWA HERITAGE FINL CORP WASH

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COMMON STOCK (common), issuer CIK 1046025

184 managers (191 13F filers) reported a position in HFWA shares at 2026-06-30, 33,149,224 shares in all. 27 filers opened a position and 18 filers sold out during the quarter.

Managers
184
13F filers
191
New
27
Added
69
Reduced
56
Sold out
18
Shares held by filers
33,149,224

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BlackRock, Inc.in group BlackRock, Inc.5,811,114$172M<0.01%+249,33213F-HRTimelineGroup
JENNISON ASSOCIATES LLC3,538,159$105M0.06%+324,68613F-HRTimeline
VANGUARD GROUP INCgroup of 7 filers holding2,941,982$87.1M+88,060Timeline
VICTORY CAPITAL MANAGEMENT INC2,360,915$69.9M0.04%-108,40013F-HRTimeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP2,044,399$60.6M0.01%+87,92213F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP1,982,257$58.7M<0.01%+185,73213F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC1,103,769$32.7M<0.01%+168,96713F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.1,136,479$29.5M0.01%-8,44113F-HRTimeline
BASSWOOD CAPITAL MANAGEMENT, L.L.C.689,010$20.4M0.87%-9,89413F-HRTimeline
Boston Partnersin group Boston Trust Walden Corp677,105$20.1M0.02%-13,21413F-HRTimelineGroup
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…528,113$15.6M<0.01%-100,20713F-HRTimelineGroup
ALGEBRIS (UK) LTDin group ALGEBRIS (UK) LTD469,403$13.9M0.91%-49,00613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY455,987$13.5M<0.01%-23,84613F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP440,623$13.1M<0.01%+27,50713F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co399,435$11.8M<0.01%+22,39213F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp398,963$11.8M<0.01%+19,56813F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP389,206$11.5M0.01%-101,20413F-HRTimelineGroup
Rhino Investment Partners, Inc373,459$11.1M3.35%+43,00013F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …308,640$9.14M0.01%-71313F-HRTimelineGroup
BRIDGEWAY CAPITAL MANAGEMENT, LLC301,412$8.93M0.16%+12,83313F-HRTimeline
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …298,120$8.83M<0.01%-135,39213F-HRTimelineGroup
HEARTLAND ADVISORS INC275,000$8.15M0.36%013F-HRTimeline
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC264,739$7.84M0.02%-5,30013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.260,870$7.73M<0.01%+5,60513F-HRTimelineGroup
Nuveen, LLCin group TIAA244,361$7.24M<0.01%+9,38713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO245,754$7.23M<0.01%+226,81813F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC243,025$7.2M<0.01%-69,03213F-HRTimelineGroup
ProShare Advisors LLC237,229$7.03M0.01%-12,71913F-HRTimeline
UBS Group AGgroup of 2 filers holding218,670$6.48M-57,934Timeline
Dana Investment Advisors, Inc.216,374$6.41M0.17%-3,58813F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCin group PRINCIPAL FINANCIAL GROUP INC199,215$5.9M<0.01%-37313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/187,594$5.56M<0.01%-22,84413F-HRTimelineGroup
Empowered Funds, LLC178,912$5.3M0.03%+12,83313F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC175,064$5.19M0.81%+1313F-HRTimeline
GREAT LAKES ADVISORS, LLC155,487$4.61M0.04%-15,75013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…147,072$4.36M<0.01%-51,40613F-HRTimelineGroup
Public Sector Pension Investment Board141,570$4.19M0.01%-5,51613F-HR/ATimeline
MARTIN & CO INC /TN/136,107$4.03M0.63%-1,79213F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC132,958$3.94M<0.01%-35,97813F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC132,441$3.92M0.01%-55,90013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC104,056$3.08M<0.01%-2,29113F-HRTimelineGroup
Quantinno Capital Management LP103,682$3.07M<0.01%+48,53713F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC101,603$3.01M<0.01%-1,51013F-HRTimelineGroup
RHUMBLINE ADVISERS101,132$3M<0.01%-5,26013F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc89,971$2.66M<0.01%+8,05113F-HRTimelineGroup
Connor, Clark & Lunn Investment Managem…85,784$2.54M<0.01%+20,95113F-HRTimeline
Swiss National Bank82,568$2.45M<0.01%+15,40013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA81,863$2.42M<0.01%+5,73513F-HRTimelineGroup
DEPRINCE RACE & ZOLLO INC71,815$2.13M0.04%-59,75113F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…71,085$2.11M0.01%+4,47113F-HRTimelineGroup
PRICE T ROWE ASSOCIATES INC /MD/68,768$2.04M<0.01%+18,70613F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC56,409$1.67M<0.01%+9,23613F-HRTimelineGroup
ROYCE & ASSOCIATES LP55,358$1.64M0.01%-26,83813F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO51,598$1.53M<0.01%-27,73613F-HRTimelineGroup
NWAM LLC49,474$1.47M0.07%-88813F-HRTimeline
CALIFORNIA STATE TEACHERS RETIREMENT SY…49,342$1.46M<0.01%+17,78413F-HR/ATimeline
Pacific Asset Management, LLC49,050$1.45M0.71%013F-HRTimeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …47,548$1.41M<0.01%-17,39713F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP45,872$1.36M<0.01%+12,60813F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\44,651$1.32M<0.01%+11,32613F-HRTimelineGroup
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.42,298$1.25M<0.01%+80213F-HRTimelineGroup
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…41,685$1.23M<0.01%new13F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC40,357$1.2M<0.01%-6513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN40,189$1.19M<0.01%+21,74413F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC38,816$1.15M<0.01%+8,98813F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.38,245$1.13M<0.01%013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPgroup of 2 filers holding36,594$1.08M-31,226Timeline
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co36,139$1.07M<0.01%-18313F-HRTimelineGroup
Fortis Capital Management LLC35,807$1.06M0.12%new13F-HRTimeline
Pacific Ridge Capital Partners, LLC34,627$1.03M0.19%-40013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd34,519$1.02M0.01%new13F-HRTimelineGroup
Odyssean, LLC31,917$945K0.15%013F-HRTimeline
Creative Planningin group Creative Planning27,579$817K<0.01%+4,74113F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…27,067$802K<0.01%-38313F-HRTimelineGroup
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…26,212$776K0.02%new13F-HRTimelineGroup
MetLife Investment Management, LLCin group MetLife Investment Management…24,263$719K<0.01%+5,69713F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC24,023$712K<0.01%new13F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.23,374$692K<0.01%new13F-HRTimelineGroup
Rafferty Asset Management, LLC22,075$654K<0.01%-7,36013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC22,018$652K<0.01%+16213F-HRTimelineGroup
Illinois Municipal Retirement Fund21,158$627K0.01%+2,77713F-HRTimeline
Badgley Phelps Wealth Managers, LLC20,971$621K0.01%013F-HRTimeline
HARBOR ADVISORY CORP /MA/20,550$609K0.16%new13F-HRTimeline
Bensler, LLC20,450$606K0.05%013F-HRTimeline
Mengis Capital Management, Inc.20,310$602K0.09%013F-HRTimeline
Penn Capital Management Company, LLC20,310$602K0.04%-2,42513F-HRTimeline
GABELLI FUNDS LLCin group GAMCO Investors (Gabelli)20,000$592K<0.01%+1,27113F-HRTimelineGroup
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…19,149$567K<0.01%+3,17413F-HRTimelineGroup
Zurcher Kantonalbank (Zurich Cantonalba…18,927$561K<0.01%013F-HRTimeline
Louisiana State Employees Retirement Sy…18,100$536K0.01%-10013F-HR/ATimeline
State of Alaska, Department of Revenue18,131$536K0.01%-6,71713F-HRTimeline
EP Wealth Advisors, LLC18,069$535K<0.01%+1,25513F-HRTimeline
Waverly Advisors, LLC17,124$507K<0.01%+513F-HRTimeline
Atom Investors LP15,389$456K0.04%+7,67713F-HRTimeline
Jupiter Topco LLCin group Janus Henderson15,340$454K<0.01%13F-HRTimelineGroup
NEW YORK STATE COMMON RETIREMENT FUND14,593$432K<0.01%+5,00013F-HRTimeline
FMR LLCin group FMR LLC14,477$429K<0.01%-15,76913F-HRTimelineGroup
Tidal Investments LLCin group Tidal Investments LLC14,132$419K<0.01%new13F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS13,896$412K<0.01%+4,87013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…13,531$401K<0.01%+5613F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV13,193$391K<0.01%+3,47013F-HR/ATimeline
SageView Advisory Group, LLC13,089$388K0.01%-1,06013F-HRTimeline
Police & Firemen's Retirement System of…12,265$363K<0.01%+2,82013F-HRTimeline
SG Americas Securities, LLC11,827$350K<0.01%-7,74413F-HRTimeline
ARIZONA STATE RETIREMENT SYSTEM11,349$336K<0.01%+2,02213F-HRTimeline
AMALGAMATED BANK11,082$328K<0.01%-53613F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC10,965$325K<0.01%+14613F-HRTimeline
Jain Global LLC10,700$317K<0.01%new13F-HRTimeline
LPL Financial LLC10,543$312K<0.01%013F-HRTimeline
STATE BOARD OF ADMINISTRATION OF FLORID…9,909$294K<0.01%013F-HRTimeline
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…9,774$290K<0.01%-39613F-HRTimeline
OREGON PUBLIC EMPLOYEES RETIREMENT FUND9,378$278K<0.01%013F-HRTimeline
KLP KAPITALFORVALTNING AS9,300$275K<0.01%+2,00013F-HRTimeline
Aspire Capital Advisors LLC8,764$260K0.05%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC8,717$258K<0.01%-9,74013F-HRTimelineGroup
TEACHERS RETIREMENT SYSTEM OF THE STATE…8,597$255K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\8,471$251K<0.01%+29613F-HRTimelineGroup
Jump Financial, LLCin group Jump Financial, LLC8,130$241K<0.01%new13F-HRTimelineGroup
INTECH INVESTMENT MANAGEMENT LLC8,047$238K<0.01%-68613F-HRTimeline
State of Tennessee, Department of Treas…8,026$238K<0.01%013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC7,462$221K<0.01%new13F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC7,412$220K<0.01%new13F-HRTimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC7,210$214K<0.01%new13F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC7,030$208K<0.01%new13F-HRTimeline
Sowell Financial Services LLC6,805$202K0.01%new13F-HRTimeline
GAMMA Investing LLC6,519$193K0.01%+71013F-HRTimeline
CGC Financial Services, LLC6,159$182K0.04%013F-HRTimeline
Institute for Wealth Management, LLC.3,971$118K0.01%new13F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…3,774$112K<0.01%+92413F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,459$102K<0.01%+2,56413F-HRTimelineGroup
DekaBank Deutsche Girozentrale3,763$97K<0.01%013F-HRTimeline
Global Retirement Partners, LLC3,220$95.4K<0.01%13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,819$83.5K<0.01%+46013F-HRTimelineGroup
Integrated Wealth Concepts LLC2,293$67.9K<0.01%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.1,975$58.5K0.01%013F-HRTimeline
NISA INVESTMENT ADVISORS, LLC1,482$43.9K<0.01%+50013F-HRTimeline
Allworth Financial LP1,347$39.9K<0.01%+1113F-HRTimeline
Arax Advisory Partners1,235$36.6K<0.01%+1,04413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,230$36.4K<0.01%+413F-HRTimelineGroup
NEW YORK STATE TEACHERS RETIREMENT SYST…1,197$35K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,057$31K<0.01%+7713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SIGNATUREFD, LLC985$29.2K<0.01%+92213F-HRTimeline
Salomon & Ludwin, LLC842$25.5K<0.01%013F-HRTimeline
Sterling Capital Management LLC838$24.8K<0.01%-29213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.737$21.8K<0.01%+14813F-HRTimelineGroup
Versant Capital Management, Inc706$20.9K<0.01%+26513F-HRTimeline
Larson Financial Group LLC638$18.9K<0.01%+6113F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…626$18.5K<0.01%+2213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…606$17.9K<0.01%-1413F-HRTimelineGroup
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …453$13.4K<0.01%-15813F-HRTimelineGroup
SIMPLEX TRADING, LLC438$13K<0.01%new13F-HRTimeline
FIRST HORIZON CORP395$11.7K<0.01%013F-HRTimeline
Covestor Ltd375$11K0.01%+35813F-HRTimeline
SJS Investment Consulting Inc.363$10.8K<0.01%new13F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.362$10.7K<0.01%new13F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB332$9.83K<0.01%-5113F-HRTimeline
UMB Bank, n.a.220$6.52K<0.01%+713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BESSEMER GROUP INCin group BESSEMER GROUP INC201$6K<0.01%013F-HRTimelineGroup
Triumph Capital Management200$5.92K<0.01%013F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC184$5.45K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC161$4.78K<0.01%+6813F-HRTimeline
ROTHSCHILD INVESTMENT LLC124$3.67K<0.01%013F-HRTimeline
Clearstead Advisors, LLC122$3.61K<0.01%new13F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…97$2.87K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC79$2.34K<0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.77$2.27K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC76$2.23K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…70$2.07K<0.01%-1,91713F-HRTimelineGroup
Physician Wealth Advisors, Inc.67$1.99K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management38$1.13K<0.01%013F-HRTimelineGroup
Keating Financial Advisory Services, In…32$948<0.01%013F-HRTimeline
Bruce G. Allen Investments, LLC24$711<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…23$681<0.01%013F-HRTimelineGroup
Kilter Group LLC22$652<0.01%013F-HRTimeline
Caitong International Asset Management …21$622<0.01%+1113F-HRTimeline
Essential Partners LLC20$592<0.01%013F-HRTimeline
Stone House Investment Management, LLC18$533<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC14$415<0.01%013F-HRTimelineGroup
GILPIN WEALTH MANAGEMENT, LLC13$386<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…8$241<0.01%new13F-HRTimeline
Plante Moran Financial Advisors, LLC8$237<0.01%new13F-HRTimeline
Davis Capital Management2$59<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.2$59<0.01%+113F-HRTimeline
Evolution Advisers, Inc.28$00%new13F-HRTimelineValue filed as zero, left out of ratios.