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Disclosery

HFWA HERITAGE FINL CORP WASH

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COMMON STOCK (common), issuer CIK 1046025

167 managers (171 13F filers) reported a position in HFWA shares at 2024-12-31, 27,710,028 shares in all. 19 filers opened a position and 15 filers sold out during the quarter.

Managers
167
13F filers
171
New
19
Added
52
Reduced
61
Sold out
15
Shares held by filers
27,710,028

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

Each filer's latest stake. The shares are the aggregate the reporting persons state, which can include entities that file no 13F.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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.5,042,833$124M<0.01%+40,62313F-HRTimelineGroup
VANGUARD GROUP INCin group VANGUARD GROUP INC2,438,315$59.7M<0.01%-43,74113F-HRTimelineGroup
JENNISON ASSOCIATES LLC2,206,766$54.1M0.03%+465,70813F-HRTimeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP2,068,354$50.7M0.01%+33,42913F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP1,656,643$40.6M<0.01%+61,68013F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.1,496,664$36.7M0.01%-231,05613F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co1,249,905$30.6M0.01%+8,73113F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC799,965$19.6M<0.01%-9,87013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY455,921$11.2M<0.01%-24,96913F-HR/ATimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP433,678$10.6M<0.01%+6,20113F-HRTimelineGroup
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …433,296$10.6M0.01%+46,76913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC381,247$9.34M<0.01%-174,68413F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC372,046$9.12M<0.01%-73,06413F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.369,429$9.05M<0.01%+195,54113F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp366,836$8.99M<0.01%-311,24013F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …329,605$8.08M0.01%-5,69313F-HRTimelineGroup
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC323,290$7.92M0.03%+12,20013F-HRTimeline
LORD, ABBETT & CO. LLC317,381$7.78M0.02%-2,88613F-HRTimeline
ProShare Advisors LLC304,469$7.46M0.02%-23,25113F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC278,175$6.82M<0.01%-14,71413F-HRTimelineGroup
HEARTLAND ADVISORS INC275,000$6.74M0.37%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC269,759$6.61M0.01%-5,98813F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding268,239$6.57M-30,339Timeline
RENAISSANCE TECHNOLOGIES LLC245,730$6.02M0.01%-50,30013F-HRTimeline
BRIDGEWAY CAPITAL MANAGEMENT, LLC241,351$5.91M0.13%+5,72313F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC236,027$5.78M1.45%-8,38513F-HRTimeline
BASSWOOD CAPITAL MANAGEMENT, L.L.C.230,737$5.65M0.33%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO225,948$5.54M<0.01%+102,66513F-HRTimelineGroup
ROYCE & ASSOCIATES LP225,121$5.52M0.05%-45,04813F-HRTimeline
GREAT LAKES ADVISORS, LLC220,251$5.4M0.05%-7,12013F-HRTimeline
Dana Investment Advisors, Inc.206,517$5.06M0.17%-11,90313F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding189,740$4.65M+5,751Timeline
DEPRINCE RACE & ZOLLO INC153,259$3.75M0.07%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/147,887$3.62M<0.01%+46,26013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…143,913$3.53M<0.01%+112,41913F-HRTimelineGroup
PANAGORA ASSET MANAGEMENT INC135,202$3.31M0.02%-4,08313F-HRTimeline
UBS Group AGgroup of 2 filers holding133,868$3.28M+44,979Timeline
MARTIN & CO INC /TN/130,846$3.21M0.79%-5,64813F-HRTimeline
Empowered Funds, LLC118,851$2.91M0.04%+5,72313F-HRTimeline
Assenagon Asset Management S.A.105,011$2.57M<0.01%-55,11113F-HRTimeline
RHUMBLINE ADVISERS104,433$2.56M<0.01%-77413F-HR/ATimeline
Nuveen Asset Management, LLCin group TIAA102,381$2.51M<0.01%013F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc93,023$2.28M<0.01%+55513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA92,889$2.28M<0.01%-13,07513F-HRTimelineGroup
Public Sector Pension Investment Board85,108$2.09M0.01%+11,89813F-HRTimeline
CITIGROUP INCin group CITIGROUP INC83,183$2.04M<0.01%+11,42413F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC70,900$1.74M<0.01%-2,40013F-HR/ATimelineGroup
Swiss National Bank67,668$1.66M<0.01%013F-HRTimeline
Trexquant Investment LP67,559$1.66M0.02%+44,02313F-HRTimeline
TUDOR INVESTMENT CORP ET AL61,356$1.5M0.02%new13F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP57,646$1.41M<0.01%new13F-HRTimelineGroup
NWAM LLC53,477$1.31M0.08%-1,37513F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…49,841$1.22M<0.01%+2,47713F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO47,958$1.17M<0.01%-16,42613F-HRTimelineGroup
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.47,554$1.17M<0.01%-2,58013F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.44,052$1.08M<0.01%013F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding44,147$1.08M+4,150Timeline
Pacific Ridge Capital Partners, LLC42,306$1.04M0.24%013F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC35,199$862K<0.01%-45013F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC34,619$848K<0.01%-11,33013F-HRTimelineGroup
WINTON GROUP Ltdin group WINTON GROUP Ltd34,361$842K0.06%+23,33213F-HRTimelineGroup
INTECH INVESTMENT MANAGEMENT LLC34,307$841K0.01%+15,84013F-HRTimeline
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co34,250$838K<0.01%-3,29113F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS33,825$829K<0.01%-84713F-HRTimelineGroup
ExodusPoint Capital Management, LP33,613$824K0.01%+3,86913F-HRTimeline
CALIFORNIA STATE TEACHERS RETIREMENT SY…32,194$789K<0.01%-57513F-HR/ATimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…30,654$751K<0.01%-92,41913F-HRTimelineGroup
PRICE T ROWE ASSOCIATES INC /MD/29,901$733K<0.01%+1,91413F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\29,871$732K<0.01%+11,21013F-HR/ATimelineGroup
Rafferty Asset Management, LLC29,396$720K<0.01%-10,35113F-HRTimeline
MARTINGALE ASSET MANAGEMENT L P29,000$710K0.02%new13F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC28,345$694K<0.01%+6,18513F-HR/ATimelineGroup
GLOBEFLEX CAPITAL L P27,300$669K0.06%013F-HRTimeline
STRS OHIO26,500$649K<0.01%-2,30013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP25,156$616K<0.01%+4,28613F-HRTimelineGroup
Verition Fund Management LLC23,361$572K<0.01%+7,19013F-HRTimeline
Cubist Systematic Strategies, LLC23,129$567K0.01%+11,38513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN22,387$548K<0.01%+4,41013F-HRTimelineGroup
MACKENZIE FINANCIAL CORP22,326$547K<0.01%new13F-HR/ATimeline
STATE BOARD OF ADMINISTRATION OF FLORID…21,500$527K<0.01%+11,59113F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources21,206$520K<0.01%new13F-HRTimelineGroup
MetLife Investment Management, LLCin group MetLife Investment Management…20,710$507K<0.01%+1,91713F-HRTimelineGroup
Bensler, LLC20,450$501K0.06%013F-HRTimeline
Mengis Capital Management, Inc.20,311$498K0.1%+10,06813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC20,003$490K<0.01%-45,08513F-HRTimelineGroup
State of Alaska, Department of Revenue19,411$475K0.01%-27513F-HRTimeline
Illinois Municipal Retirement Fund18,890$463K0.01%-53113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…18,014$441K<0.01%-8,18513F-HRTimelineGroup
Corebridge Financial, Inc.in group Corebridge Financial, Inc.17,997$441K<0.01%-1,68513F-HRTimelineGroup
Engineers Gate Manager LP17,406$426K0.01%new13F-HRTimeline
Hennion & Walsh Asset Management, Inc.17,168$421K0.02%-23013F-HRTimeline
COMERICA BANK16,549$405K<0.01%-49813F-HR/ATimeline
Louisiana State Employees Retirement Sy…16,500$404K0.01%-20013F-HRTimeline
Amundiin group Amundi16,923$402K<0.01%+11,28113F-HRTimelineGroup
State of Tennessee, Department of Treas…16,212$397K<0.01%+7,17313F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson15,340$376K<0.01%013F-HRTimelineGroup
Badgley Phelps Wealth Managers, LLC15,227$373K0.01%013F-HRTimeline
EJF Capital LP14,988$367K0.25%-9,61413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC14,842$364K<0.01%-4,95013F-HRTimelineGroup
Keeley-Teton Advisors, LLC14,519$356K0.04%-2,30213F-HRTimeline
SageView Advisory Group, LLC14,116$346K0.01%013F-HRTimeline
HRT FINANCIAL LP13,251$324K<0.01%-39,47013F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC13,089$321K<0.01%-56513F-HRTimeline
Maryland State Retirement & Pension Sys…11,649$285K0.01%013F-HRTimeline
OCCUDO QUANTITATIVE STRATEGIES LP11,637$285K0.05%-89613F-HRTimeline
TEACHERS RETIREMENT SYSTEM OF THE STATE…11,423$280K<0.01%013F-HRTimeline
BRIGHTON JONES LLC11,297$277K0.01%+5913F-HR/ATimeline
IEQ CAPITAL, LLC11,190$274K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\10,584$259K<0.01%-155,59213F-HRTimelineGroup
AMALGAMATED BANK10,128$248K<0.01%-9213F-HRTimeline
ARIZONA STATE RETIREMENT SYSTEM10,012$245K<0.01%+2313F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND9,593$235K<0.01%013F-HR/ATimeline
VICTORY CAPITAL MANAGEMENT INC9,357$229K<0.01%new13F-HRTimeline
Aspire Capital Advisors LLC8,764$215K0.06%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP8,367$205K<0.01%new13F-HRTimelineGroup
Zurcher Kantonalbank (Zurich Cantonalba…8,129$199K<0.01%013F-HRTimeline
OREGON PUBLIC EMPLOYEES RETIREMENT FUND8,030$197K<0.01%-10013F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.7,900$194K<0.01%+3,54913F-HRTimelineGroup
Police & Firemen's Retirement System of…7,849$192K<0.01%13F-HRTimeline
Zions Bancorporation, N.A.6,847$168K0.01%new13F-HRTimeline
Quantbot Technologies LP6,756$166K0.01%new13F-HRTimeline
KLP KAPITALFORVALTNING AS6,400$157K<0.01%13F-HRTimeline
CGC Financial Services, LLC6,159$151K0.06%013F-HRTimeline
SG Americas Securities, LLC6,029$148K<0.01%-4,71413F-HRTimeline
NEW YORK STATE TEACHERS RETIREMENT SYST…5,796$142K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC4,340$106K<0.01%+13113F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…3,989$97.7K<0.01%+3,29613F-HRTimeline
Point72 Asia (Singapore) Pte. Ltd.3,553$87K0.02%+2,97913F-HRTimeline
CWM, LLCin group CWM, LLC3,522$86K<0.01%+22513F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…3,423$83.9K<0.01%013F-HRTimelineGroup
DekaBank Deutsche Girozentrale3,763$63K<0.01%013F-HRTimeline
GAMMA Investing LLC2,045$50.1K<0.01%+7013F-HRTimeline
McIlrath & Eck, LLC1,698$41.6K0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,459$35.7K<0.01%-4,16513F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,326$32.5K<0.01%-3413F-HRTimelineGroup
Allworth Financial LP1,246$30.7K<0.01%013F-HRTimeline
Point72 (DIFC) Ltd1,189$29.1K<0.01%new13F-HRTimeline
Sterling Capital Management LLC1,064$26.1K<0.01%+94513F-HRTimeline
Aquatic Capital Management LLC890$21.8K<0.01%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB823$20.2K<0.01%+4613F-HRTimeline
Smartleaf Asset Management LLC823$20K<0.01%+70513F-HRTimeline
First Horizon Advisors, Inc.739$18.1K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.447$11K<0.01%+1613F-HR/ATimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…362$8.87K<0.01%013F-HRTimelineGroup
MEEDER ASSET MANAGEMENT INCin group Meeder Advisory Services, Inc.237$5.81K<0.01%-1,47613F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC213$5.22K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…150$3.67K<0.01%-25013F-HRTimeline
Red Tortoise LLC149$3.65K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC120$3K<0.01%013F-HRTimelineGroup
UMB Bank, n.a.92$2.25K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Spire Wealth Managementin group Spire Wealth Management87$2.13K<0.01%013F-HRTimelineGroup
NISA INVESTMENT ADVISORS, LLC86$2.11K<0.01%013F-HRTimeline
SIGNATUREFD, LLC63$1.54K<0.01%013F-HRTimeline
Arax Advisory Partners51$1.25K<0.01%-8213F-HRTimeline
Versant Capital Management, Inc51$1.25K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…41$1K<0.01%new13F-HRTimelineGroup
Covestor Ltd25$1K<0.01%+413F-HRTimeline
Parkside Financial Bank & Trust33$809<0.01%-113F-HRTimeline
Cassady Schiller Wealth Management, LLC31$760<0.01%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK29$711<0.01%new13F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…26$637<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC26$637<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC20$490<0.01%-3513F-HRTimeline
Bruce G. Allen Investments, LLC20$490<0.01%013F-HRTimeline
IFP Advisors, Inc5$122<0.01%new13F-HRTimeline
Larson Financial Group LLC4$98<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.

Events

  • DIMENSIONAL FUND ADVISORS LP reported 2,269,348 HFWA shares, 5.5% of the class, as of 2026-09-30, in a 13G filed 2026-10-08. 0000354204-26-001080

    Accepted , ingested