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Disclosery

HFWA HERITAGE FINL CORP WASH

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COMMON STOCK (common), issuer CIK 1046025

178 managers (181 13F filers) reported a position in HFWA shares at 2025-03-31, 28,533,793 shares in all. 27 filers opened a position and 16 filers sold out during the quarter.

Managers
178
13F filers
181
New
27
Added
53
Reduced
65
Sold out
16
Shares held by filers
28,533,793

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.4,945,934$120M<0.01%-96,89913F-HRTimelineGroup
JENNISON ASSOCIATES LLC2,752,114$67M0.05%+545,34813F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC2,410,536$58.6M<0.01%-27,77913F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP2,068,765$50.3M0.01%+41113F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP1,534,870$37.3M<0.01%-121,77313F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC1,480,997$36M0.04%+1,471,64013F-HRTimeline
ALLIANCEBERNSTEIN L.P.1,382,473$33.6M0.01%-114,19113F-HRTimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC824,582$20.1M<0.01%+24,61713F-HRTimelineGroup
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …444,876$10.8M0.01%+11,58013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY431,882$10.5M<0.01%-24,03913F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP412,199$10M<0.01%-21,47913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC386,956$9.41M<0.01%+5,70913F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp354,123$8.62M<0.01%-12,71313F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC332,430$8.09M0.01%+86,70013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.328,781$8M<0.01%-40,64813F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …327,248$7.96M0.01%-2,35713F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co323,754$7.88M<0.01%-926,15113F-HR/ATimelineGroup
LORD, ABBETT & CO. LLC316,149$7.69M0.03%-1,23213F-HRTimeline
ProShare Advisors LLC304,049$7.4M0.02%-42013F-HRTimeline
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC291,900$7.1M0.02%-31,39013F-HRTimeline
HEARTLAND ADVISORS INC275,000$6.69M0.38%013F-HRTimeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding255,041$6.21M-13,198Timeline
BRIDGEWAY CAPITAL MANAGEMENT, LLC246,298$5.99M0.15%+4,94713F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC238,210$5.8M0.01%-31,54913F-HRTimelineGroup
KILEY JUERGENS WEALTH MANAGEMENT, LLC234,065$5.69M1.51%-1,96213F-HRTimeline
BASSWOOD CAPITAL MANAGEMENT, L.L.C.230,737$5.61M0.32%013F-HRTimeline
Dana Investment Advisors, Inc.225,692$5.49M0.2%+19,17513F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC213,628$5.2M<0.01%-64,54713F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding193,841$4.72M+4,101Timeline
GREAT LAKES ADVISORS, LLC189,044$4.6M0.04%-31,20713F-HRTimeline
DEPRINCE RACE & ZOLLO INC184,835$4.5M0.09%+31,57613F-HRTimeline
UBS Group AGgroup of 2 filers holding175,868$4.28M+42,000Timeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…174,151$4.24M0.01%+30,23813F-HRTimelineGroup
ROYCE & ASSOCIATES LP166,120$4.04M0.04%-59,00113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC161,214$3.92M<0.01%-210,83213F-HR/ATimelineGroup
PANAGORA ASSET MANAGEMENT INC155,661$3.79M0.02%+20,45913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/154,908$3.77M<0.01%+7,02113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO140,980$3.43M<0.01%-84,96813F-HRTimelineGroup
MARTIN & CO INC /TN/132,713$3.23M0.62%+1,86713F-HRTimeline
Empowered Funds, LLC123,798$3.01M0.04%+4,94713F-HRTimeline
ZACKS INVESTMENT MANAGEMENT122,706$2.99M0.03%new13F-HRTimeline
Trexquant Investment LP116,930$2.84M0.03%+49,37113F-HRTimeline
Public Sector Pension Investment Board107,826$2.62M0.01%+22,71813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC107,482$2.62M<0.01%+87,47913F-HR/ATimelineGroup
Nuveen, LLCin group TIAA102,381$2.49M<0.01%13F-HRTimelineGroup
RHUMBLINE ADVISERS97,786$2.38M<0.01%-6,64713F-HR/ATimeline
Legal & General Group Plcin group Legal & General Group Plc89,796$2.18M<0.01%-3,22713F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC89,567$2.18M<0.01%+6,38413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA88,143$2.14M<0.01%-4,74613F-HR/ATimelineGroup
HRT FINANCIAL LP83,175$2.02M0.01%+69,92413F-HRTimeline
LSV ASSET MANAGEMENT74,500$1.81M<0.01%new13F-HRTimeline
ExodusPoint Capital Management, LP72,322$1.76M0.02%+38,70913F-HRTimeline
Swiss National Bank66,168$1.61M<0.01%-1,50013F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC64,902$1.58M<0.01%+30,28313F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC62,838$1.53M<0.01%-8,06213F-HR/ATimelineGroup
Jackson Creek Investment Advisors LLC61,861$1.5M0.48%new13F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…58,674$1.43M0.01%+8,83313F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…54,722$1.33M<0.01%+36,70813F-HRTimelineGroup
NWAM LLC53,474$1.3M0.11%-313F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.50,243$1.22M<0.01%+2,68913F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.49,816$1.21M<0.01%+5,76413F-HRTimelineGroup
INTECH INVESTMENT MANAGEMENT LLC45,041$1.1M0.01%+10,73413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC44,316$1.08M<0.01%new13F-HRTimelineGroup
Pacific Ridge Capital Partners, LLC41,965$1.02M0.27%-34113F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC38,048$926K<0.01%+9,70313F-HR/ATimelineGroup
Versor Investments LP38,000$925K0.15%new13F-HRTimeline
Y-Intercept (Hong Kong) Ltd34,684$844K0.06%new13F-HRTimeline
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co34,278$835K<0.01%+2813F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC33,439$814K<0.01%-1,76013F-HRTimelineGroup
PRICE T ROWE ASSOCIATES INC /MD/33,141$807K<0.01%+3,24013F-HRTimeline
CALIFORNIA STATE TEACHERS RETIREMENT SY…32,194$783K<0.01%013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC30,466$741K<0.01%new13F-HRTimelineGroup
State of Tennessee, Department of Treas…28,885$703K<0.01%+12,67313F-HRTimeline
Rafferty Asset Management, LLC28,517$694K<0.01%-87913F-HRTimeline
GLOBEFLEX CAPITAL L P27,300$664K0.06%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\26,907$655K<0.01%-2,96413F-HRTimelineGroup
Penn Capital Management Company, LLC25,948$631K0.06%new13F-HRTimeline
STRS OHIO25,200$613K<0.01%-1,30013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…24,967$607K<0.01%-5,68713F-HR/ATimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP23,134$563K<0.01%-2,02213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN22,834$556K<0.01%+44713F-HRTimelineGroup
STATE BOARD OF ADMINISTRATION OF FLORID…21,500$523K<0.01%013F-HRTimeline
MARTINGALE ASSET MANAGEMENT L P21,200$516K0.01%-7,80013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources21,170$515K<0.01%-3613F-HRTimelineGroup
Assenagon Asset Management S.A.21,083$513K<0.01%-83,92813F-HRTimeline
Bensler, LLC20,450$498K0.06%013F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…20,422$497K<0.01%-28813F-HRTimelineGroup
Mengis Capital Management, Inc.20,311$494K0.1%013F-HRTimeline
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding20,060$488K-24,087Timeline
Keeley-Teton Advisors, LLC19,802$482K0.06%+5,28313F-HRTimeline
Illinois Municipal Retirement Fund18,988$462K0.01%+9813F-HRTimeline
State of Alaska, Department of Revenue18,835$458K0.01%-57613F-HRTimeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …18,192$443K<0.01%new13F-HRTimelineGroup
Corebridge Financial, Inc.in group Corebridge Financial, Inc.17,645$429K<0.01%-35213F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.16,983$413K0.02%-18513F-HRTimeline
COMERICA BANK16,064$391K<0.01%-48513F-HRTimeline
Louisiana State Employees Retirement Sy…16,000$389K0.01%-50013F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…15,799$384K0.01%new13F-HRTimelineGroup
Verition Fund Management LLC15,309$372K<0.01%-8,05213F-HRTimeline
Badgley Phelps Wealth Managers, LLC15,227$370K0.01%013F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson15,340$370K<0.01%013F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS14,995$365K<0.01%-18,83013F-HRTimelineGroup
SageView Advisory Group, LLC14,481$352K0.02%+36513F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO14,366$350K<0.01%-33,59213F-HR/ATimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC14,030$341K<0.01%-81213F-HRTimelineGroup
Mach-1 Financial Group, LLC12,915$314K0.09%new13F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC12,909$314K<0.01%-18013F-HRTimeline
Amundiin group Amundi13,669$308K<0.01%-3,25413F-HRTimelineGroup
IEQ CAPITAL, LLC12,115$295K<0.01%+92513F-HRTimeline
BRIGHTON JONES LLC11,864$289K0.01%+56713F-HRTimeline
TEACHERS RETIREMENT SYSTEM OF THE STATE…11,423$278K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\10,584$258K<0.01%013F-HRTimelineGroup
Maryland State Retirement & Pension Sys…9,919$241K0.01%-1,73013F-HRTimeline
ARIZONA STATE RETIREMENT SYSTEM9,774$238K<0.01%-23813F-HRTimeline
AMALGAMATED BANK9,731$237K<0.01%-39713F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND9,593$233K<0.01%013F-HR/ATimeline
DIVERSIFIED TRUST CO8,795$214K0.01%new13F-HRTimeline
TUDOR INVESTMENT CORP ET AL8,776$214K<0.01%-52,58013F-HRTimeline
Aspire Capital Advisors LLC8,764$213K0.06%013F-HRTimeline
Jain Global LLC8,611$210K<0.01%new13F-HRTimeline
Centiva Capital, LP8,450$206K0.01%new13F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…8,129$198K<0.01%013F-HRTimeline
SG Americas Securities, LLC8,101$197K<0.01%+2,07213F-HRTimeline
Police & Firemen's Retirement System of…7,849$191K<0.01%013F-HRTimeline
OREGON PUBLIC EMPLOYEES RETIREMENT FUND7,830$191K<0.01%-20013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…6,847$167K0.01%13F-HRTimeline
KLP KAPITALFORVALTNING AS6,400$156K<0.01%013F-HRTimeline
CGC Financial Services, LLC6,159$150K0.06%013F-HRTimeline
NEW YORK STATE TEACHERS RETIREMENT SYST…5,796$141K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC4,534$110K<0.01%+19413F-HRTimelineGroup
CWM, LLCin group CWM, LLC4,042$98K<0.01%+52013F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…3,550$86.4K<0.01%-43913F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…3,423$83.3K<0.01%013F-HRTimelineGroup
DekaBank Deutsche Girozentrale3,763$73K<0.01%013F-HRTimeline
GAMMA Investing LLC2,972$72.3K0.01%+92713F-HR/ATimeline
COLDSTREAM CAPITAL MANAGEMENT INC2,792$67.9K<0.01%new13F-HRTimeline
McIlrath & Eck, LLC1,698$41.3K0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,444$35.1K<0.01%-1513F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,290$31.4K<0.01%-3613F-HRTimelineGroup
Allworth Financial LP1,317$30.3K<0.01%+7113F-HRTimeline
Rise Advisors, LLC872$21.2K0.01%new13F-HRTimeline
USA FINANCIAL FORMULAS856$20.8K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC823$19.9K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB810$19.7K<0.01%-1313F-HRTimeline
Sterling Capital Management LLC583$14.2K<0.01%-48113F-HRTimeline
Aquatic Capital Management LLC548$13.3K<0.01%-34213F-HRTimeline
HARBOUR INVESTMENTS, INC.525$12.8K<0.01%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.463$11.3K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.418$10.2K<0.01%-2913F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…397$9.66K<0.01%+3513F-HRTimelineGroup
First Horizon Advisors, Inc.395$9.61K<0.01%-34413F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC339$8K<0.01%+21913F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC213$5.18K<0.01%013F-HRTimeline
UMB Bank, n.a.150$3.65K<0.01%+5813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Steward Partners Investment Advisory, L…150$3.65K<0.01%013F-HRTimeline
Red Tortoise LLC149$3.62K<0.01%013F-HRTimeline
Continuum Advisory, LLC135$3.29K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.107$3K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Brooklyn Investment Group107$2.6K<0.01%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK106$2.58K<0.01%+7713F-HRTimelineGroup
NISA INVESTMENT ADVISORS, LLC86$2.09K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management71$1.73K<0.01%-1613F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC70$1.7K<0.01%+5013F-HRTimeline
SIGNATUREFD, LLC63$1.53K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust52$1.27K<0.01%+1913F-HRTimeline
Arax Advisory Partners51$1.24K<0.01%013F-HRTimeline
Versant Capital Management, Inc51$1.24K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…26$633<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC26$632<0.01%013F-HRTimeline
SVB WEALTH LLC18$438<0.01%new13F-HRTimeline
Stephens Consulting, LLC15$365<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…7$170<0.01%-3413F-HRTimelineGroup
Larson Financial Group LLC4$97<0.01%013F-HRTimeline
SBI Securities Co., Ltd.1$24<0.01%new13F-HRTimeline
Caitong International Asset Management …1$24<0.01%new13F-HRTimeline
Covestor Ltd16$00%-913F-HRTimelineValue filed as zero, left out of ratios.
Avion Wealth11$00%new13F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-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