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Disclosery

HFWA HERITAGE FINL CORP WASH

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COMMON STOCK (common), issuer CIK 1046025

170 managers (173 13F filers) reported a position in HFWA shares at 2025-06-30, 28,728,118 shares in all. 17 filers opened a position and 24 filers sold out during the quarter.

Managers
170
13F filers
173
New
17
Added
56
Reduced
59
Sold out
24
Shares held by filers
28,728,118

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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.4,894,381$117M<0.01%-51,55313F-HRTimelineGroup
JENNISON ASSOCIATES LLC2,977,315$71M0.04%+225,20113F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC2,419,737$57.7M<0.01%+9,20113F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC2,406,061$57.4M0.04%+925,06413F-HRTimeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP2,037,959$48.6M0.01%-30,80613F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP1,587,311$37.8M<0.01%+52,44113F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.1,360,681$32.4M0.01%-21,79213F-HRTimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC828,029$19.7M<0.01%+3,44713F-HRTimelineGroup
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …504,509$12M0.01%+59,63313F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP408,080$9.73M<0.01%-4,11913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC393,619$9.38M<0.01%+6,66313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY381,132$9.09M<0.01%-50,75013F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp349,778$8.34M<0.01%-4,34513F-HRTimelineGroup
LORD, ABBETT & CO. LLC326,731$7.79M0.03%+10,58213F-HRTimeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding323,427$7.71M+68,386Timeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co323,223$7.71M<0.01%-53113F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC321,534$7.67M0.01%-10,89613F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …320,602$7.64M0.01%-6,64613F-HRTimelineGroup
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC283,970$6.77M0.02%-7,93013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.275,223$6.56M<0.01%-53,55813F-HRTimelineGroup
HEARTLAND ADVISORS INC275,000$6.56M0.37%013F-HRTimeline
ProShare Advisors LLC266,360$6.35M0.01%-37,68913F-HRTimeline
Nuveen, LLCin group TIAA256,892$6.12M<0.01%+154,51113F-HRTimelineGroup
BRIDGEWAY CAPITAL MANAGEMENT, LLC250,129$5.96M0.14%+3,83113F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC232,857$5.55M1.28%-1,20813F-HRTimeline
BASSWOOD CAPITAL MANAGEMENT, L.L.C.230,737$5.5M0.27%013F-HRTimeline
Dana Investment Advisors, Inc.222,286$5.3M0.18%-3,40613F-HRTimeline
UBS Group AGgroup of 2 filers holding208,280$4.97M+32,412Timeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding207,009$4.94M+13,168Timeline
GREAT LAKES ADVISORS, LLC184,928$4.41M0.04%-4,11613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/180,581$4.31M<0.01%+25,67313F-HRTimelineGroup
ROYCE & ASSOCIATES LP166,120$3.96M0.04%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC143,602$3.42M<0.01%-17,61213F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC140,324$3.35M<0.01%-73,30413F-HRTimelineGroup
MARTIN & CO INC /TN/131,248$3.13M0.58%-1,46513F-HRTimeline
Empowered Funds, LLC127,629$3.04M0.03%+3,83113F-HRTimeline
Public Sector Pension Investment Board116,282$2.77M0.01%+8,45613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC114,655$2.73M<0.01%-123,55513F-HRTimelineGroup
RHUMBLINE ADVISERS101,404$2.42M<0.01%+3,61813F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…97,861$2.33M<0.01%-76,29013F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc94,931$2.26M<0.01%+5,13513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA92,869$2.21M<0.01%+4,72613F-HR/ATimelineGroup
PANAGORA ASSET MANAGEMENT INC84,478$2.01M0.01%-71,18313F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC78,042$1.86M<0.01%+15,20413F-HR/ATimelineGroup
Trexquant Investment LP77,546$1.85M0.02%-39,38413F-HRTimeline
LSV ASSET MANAGEMENT74,500$1.78M<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC68,413$1.63M<0.01%-21,15413F-HRTimelineGroup
Swiss National Bank64,868$1.55M<0.01%-1,30013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…62,924$1.5M0.01%+4,25013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC58,141$1.39M<0.01%-49,34113F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…57,675$1.37M<0.01%+2,95313F-HRTimelineGroup
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.57,442$1.37M<0.01%+7,19913F-HRTimelineGroup
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC52,782$1.26M<0.01%+14,73413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC50,895$1.21M<0.01%+6,57913F-HRTimelineGroup
NWAM LLC53,476$1.21M0.07%+213F-HR/ATimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.49,816$1.19M<0.01%013F-HRTimelineGroup
DEPRINCE RACE & ZOLLO INC43,787$1.04M0.02%-141,04813F-HRTimeline
Pacific Ridge Capital Partners, LLC41,965$1M0.24%013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP39,535$943K<0.01%+16,40113F-HRTimelineGroup
Rafferty Asset Management, LLC38,104$908K<0.01%+9,58713F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC35,315$842K<0.01%+1,87613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO35,262$841K<0.01%-105,71813F-HRTimelineGroup
INTECH INVESTMENT MANAGEMENT LLC34,931$833K0.01%-10,11013F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/34,571$825K<0.01%+1,43013F-HRTimeline
Versor Investments LP34,200$815K0.14%-3,80013F-HRTimeline
TUDOR INVESTMENT CORP ET AL33,964$810K0.01%+25,18813F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC33,129$789K<0.01%+2,66313F-HRTimelineGroup
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co32,191$767K<0.01%-2,08713F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…31,840$759K<0.01%-35413F-HRTimeline
Dynamic Technology Lab Private Ltd31,460$750K0.1%new13F-HRTimeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …27,318$651K<0.01%+9,12613F-HRTimelineGroup
GLOBEFLEX CAPITAL L P27,300$651K0.05%013F-HRTimeline
STRS OHIO25,200$601K<0.01%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…25,079$598K<0.01%+11213F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN24,493$584K<0.01%+1,65913F-HRTimelineGroup
Penn Capital Management Company, LLC23,974$572K0.05%-1,97413F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\21,941$523K<0.01%-4,96613F-HRTimelineGroup
STATE BOARD OF ADMINISTRATION OF FLORID…21,500$513K<0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources21,165$505K<0.01%-513F-HRTimelineGroup
Campbell & CO Investment Adviser LLC21,154$504K0.03%new13F-HRTimeline
Bensler, LLC20,450$488K0.05%013F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…20,422$487K<0.01%013F-HRTimelineGroup
Mengis Capital Management, Inc.20,310$484K0.1%-113F-HRTimeline
State of Alaska, Department of Revenue20,292$483K0.01%+1,45713F-HRTimeline
GABELLI FUNDS LLCin group GAMCO Investors (Gabelli)18,729$446K<0.01%new13F-HRTimelineGroup
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…18,694$446K<0.01%-1,36613F-HRTimelineGroup
Quantinno Capital Management LP18,481$441K<0.01%new13F-HRTimeline
Illinois Municipal Retirement Fund18,473$440K0.01%-51513F-HRTimeline
COMERICA BANK16,064$383K<0.01%013F-HRTimeline
Louisiana State Employees Retirement Sy…15,900$379K0.01%-10013F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson15,340$366K<0.01%013F-HRTimelineGroup
Badgley Phelps Wealth Managers, LLC15,227$363K0.01%013F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC14,648$349K<0.01%-50,25413F-HRTimelineGroup
SageView Advisory Group, LLC14,440$339K0.01%-4113F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO13,758$328K<0.01%-60813F-HRTimelineGroup
YOUSIF CAPITAL MANAGEMENT, LLC12,909$308K<0.01%013F-HRTimeline
BRIGHTON JONES LLC12,002$286K0.01%+13813F-HRTimeline
Hennion & Walsh Asset Management, Inc.11,977$286K0.01%-5,00613F-HRTimeline
TEACHERS RETIREMENT SYSTEM OF THE STATE…11,423$273K<0.01%013F-HRTimeline
Aquatic Capital Management LLC10,918$260K0.01%+10,37013F-HRTimeline
Mariner, LLCin group Mariner, LLC10,636$254K<0.01%new13F-HRTimelineGroup
Maryland State Retirement & Pension Sys…9,919$236K0.01%013F-HRTimeline
ARIZONA STATE RETIREMENT SYSTEM9,915$236K<0.01%+14113F-HRTimeline
AMALGAMATED BANK9,731$232K<0.01%013F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND9,593$229K<0.01%013F-HR/ATimeline
DIVERSIFIED TRUST CO8,795$210K<0.01%013F-HRTimeline
Aspire Capital Advisors LLC8,764$209K0.06%013F-HRTimeline
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…8,756$209K<0.01%new13F-HRTimeline
State of Tennessee, Department of Treas…8,660$206K<0.01%-20,22513F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…8,505$203K<0.01%-7,29413F-HRTimelineGroup
Zurcher Kantonalbank (Zurich Cantonalba…8,129$194K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\8,084$193K<0.01%-2,50013F-HRTimelineGroup
Police & Firemen's Retirement System of…7,849$187K<0.01%013F-HRTimeline
OREGON PUBLIC EMPLOYEES RETIREMENT FUND7,830$187K<0.01%013F-HRTimeline
SG Americas Securities, LLC7,419$177K<0.01%-68213F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…6,847$163K0.01%013F-HRTimeline
KLP KAPITALFORVALTNING AS6,400$153K<0.01%013F-HRTimeline
CGC Financial Services, LLC6,159$147K0.05%013F-HRTimeline
MARSHALL & SULLIVAN INC /WA/6,144$146K0.07%new13F-HRTimeline
FMR LLCin group FMR LLC5,949$142K<0.01%+1,41513F-HRTimelineGroup
NEW YORK STATE TEACHERS RETIREMENT SYST…5,896$141K<0.01%+10013F-HRTimeline
GAMMA Investing LLC4,557$109K0.01%+1,58513F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS3,896$92.9K<0.01%-11,09913F-HRTimelineGroup
CWM, LLCin group CWM, LLC3,819$91K<0.01%-22313F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…3,491$83.2K<0.01%-5913F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…3,423$81.6K<0.01%013F-HRTimelineGroup
DekaBank Deutsche Girozentrale3,763$73K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,875$68.5K<0.01%+1,43113F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,958$46.7K<0.01%+1,95113F-HRTimelineGroup
SIMPLEX TRADING, LLC1,815$43K<0.01%new13F-HRTimeline
McIlrath & Eck, LLC1,698$40.5K<0.01%013F-HRTimeline
Allworth Financial LP1,246$29.7K<0.01%-7113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,245$29.7K<0.01%-4513F-HRTimelineGroup
Sterling Capital Management LLC905$21.6K<0.01%+32213F-HR/ATimeline
Rise Advisors, LLC872$20.8K0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB810$19.3K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.673$16K<0.01%+25513F-HR/ATimelineGroup
Smartleaf Asset Management LLC671$16K<0.01%-15213F-HRTimeline
Larson Financial Group LLC417$9.94K<0.01%+41313F-HRTimeline
Brooklyn Investment Group396$9.44K<0.01%+28913F-HR/ATimeline
First Horizon Advisors, Inc.395$9.42K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.396$9K<0.01%+28913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…375$8.94K<0.01%-2213F-HRTimelineGroup
Aster Capital Management (DIFC) Ltd363$8.65K<0.01%new13F-HRTimeline
IFP Advisors, Inc0$8.06K<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …313$7K<0.01%new13F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC182$4K<0.01%-15713F-HRTimelineGroup
Red Tortoise LLC149$3.55K<0.01%013F-HRTimeline
MAI Capital Management147$3.5K<0.01%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.131$3.13K<0.01%-33213F-HRTimelineGroup
Arax Advisory Partners111$2.65K<0.01%+6013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP102$2.43K<0.01%new13F-HRTimelineGroup
NISA INVESTMENT ADVISORS, LLC98$2.34K<0.01%+1213F-HRTimeline
ROTHSCHILD INVESTMENT LLC95$2.27K<0.01%+2513F-HRTimeline
Parkside Financial Bank & Trust92$2.19K<0.01%+4013F-HRTimeline
UMB Bank, n.a.92$2.19K<0.01%-5813F-HR/ATimeline
Fortitude Family Office, LLC80$1.91K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC63$1.5K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management58$1.38K<0.01%-1313F-HRTimelineGroup
Versant Capital Management, Inc47$1.12K<0.01%-413F-HRTimeline
Physician Wealth Advisors, Inc.46$1.1K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.43$1.02K<0.01%new13F-HRTimeline
Stephens Consulting, LLC30$716<0.01%+1513F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…26$620<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC26$620<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC14$334<0.01%new13F-HRTimelineGroup
SBI Securities Co., Ltd.1$24<0.01%013F-HRTimeline
Caitong International Asset Management …1$24<0.01%013F-HRTimeline
Covestor Ltd13$00%-313F-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