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Disclosery

HFWA HERITAGE FINL CORP WASH

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COMMON STOCK (common), issuer CIK 1046025

168 managers (171 13F filers) reported a position in HFWA shares at 2025-09-30, 29,190,859 shares in all. 16 filers opened a position and 17 filers sold out during the quarter.

Managers
168
13F filers
171
New
16
Added
57
Reduced
66
Sold out
17
Shares held by filers
29,190,859

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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.4,727,202$114M<0.01%-167,17913F-HRTimelineGroup
JENNISON ASSOCIATES LLC3,080,022$74.5M0.04%+102,70713F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC2,626,334$63.5M0.04%+220,27313F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC2,366,903$57.3M<0.01%-52,83413F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP2,028,293$49.1M0.01%-9,66613F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP1,524,693$36.9M<0.01%-62,61813F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.1,344,160$32.5M0.01%-16,52113F-HRTimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC838,428$20.3M<0.01%+10,39913F-HRTimelineGroup
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …502,870$12.2M0.01%-1,63913F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding466,913$11.3M+143,486Timeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…463,401$11.2M<0.01%new13F-HRTimelineGroup
ALGEBRIS (UK) LTDin group ALGEBRIS (UK) LTD445,760$10.8M1.22%new13F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP398,659$9.64M<0.01%-9,42113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC348,968$8.44M<0.01%-44,65113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY348,533$8.43M<0.01%-32,59913F-HR/ATimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp341,465$8.26M<0.01%-8,31313F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co327,810$7.93M<0.01%+4,58713F-HRTimelineGroup
LORD, ABBETT & CO. LLC326,731$7.9M0.02%013F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …317,986$7.69M0.01%-2,61613F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC285,830$6.91M0.01%-35,70413F-HRTimeline
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC280,519$6.79M0.02%-3,45113F-HRTimeline
HEARTLAND ADVISORS INC275,000$6.65M0.35%013F-HRTimeline
BRIDGEWAY CAPITAL MANAGEMENT, LLC260,235$6.3M0.13%+10,10613F-HRTimeline
Invesco Ltd.in group Invesco Ltd.257,227$6.22M<0.01%-17,99613F-HRTimelineGroup
ProShare Advisors LLC257,128$6.22M0.01%-9,23213F-HRTimeline
Nuveen, LLCin group TIAA244,913$5.92M<0.01%-11,97913F-HRTimelineGroup
BASSWOOD CAPITAL MANAGEMENT, L.L.C.230,737$5.58M0.26%013F-HRTimeline
Dana Investment Advisors, Inc.220,739$5.34M0.16%-1,54713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/215,732$5.22M<0.01%+35,15113F-HR/ATimelineGroup
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding188,746$4.57M-18,263Timeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC177,417$4.29M0.94%-55,44013F-HRTimeline
ROYCE & ASSOCIATES LP169,014$4.09M0.04%+2,89413F-HRTimeline
GREAT LAKES ADVISORS, LLC164,241$3.97M0.03%-20,68713F-HRTimeline
UBS Group AGgroup of 2 filers holding149,797$3.62M-58,483Timeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…140,825$3.41M<0.01%+42,96413F-HRTimelineGroup
Empowered Funds, LLC137,735$3.33M0.03%+10,10613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC136,731$3.31M<0.01%-6,87113F-HRTimelineGroup
MARTIN & CO INC /TN/132,587$3.21M0.57%+1,33913F-HRTimeline
Public Sector Pension Investment Board132,457$3.2M0.01%+16,17513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC128,975$3.12M<0.01%+14,32013F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC110,764$2.68M<0.01%-29,56013F-HRTimelineGroup
RHUMBLINE ADVISERS99,891$2.42M<0.01%-1,51313F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc91,912$2.22M<0.01%-3,01913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA80,197$1.94M<0.01%-12,67213F-HRTimelineGroup
LSV ASSET MANAGEMENT74,500$1.8M<0.01%013F-HRTimeline
DEPRINCE RACE & ZOLLO INC70,514$1.71M0.03%+26,72713F-HRTimeline
Swiss National Bank66,168$1.6M<0.01%+1,30013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…64,669$1.56M0.01%+1,74513F-HRTimelineGroup
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …58,043$1.4M<0.01%+30,72513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC50,898$1.23M<0.01%+313F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC50,125$1.21M<0.01%-27,91713F-HR/ATimelineGroup
NWAM LLC53,478$1.2M0.07%+213F-HR/ATimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC46,844$1.13M<0.01%-11,29713F-HRTimelineGroup
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC46,672$1.13M<0.01%-6,11013F-HRTimelineGroup
Pacific Ridge Capital Partners, LLC41,965$1.02M0.22%013F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/39,610$959K<0.01%+5,03913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.38,245$925K<0.01%-11,57113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO36,996$895K<0.01%+1,73413F-HR/ATimelineGroup
CITIGROUP INCin group CITIGROUP INC36,992$895K<0.01%-31,42113F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…35,944$869K<0.01%+10,86513F-HRTimelineGroup
INTECH INVESTMENT MANAGEMENT LLC35,891$868K0.01%+96013F-HRTimeline
Quantinno Capital Management LP34,958$846K<0.01%+16,47713F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC34,175$827K<0.01%-1,14013F-HRTimelineGroup
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC33,129$801K<0.01%013F-HRTimelineGroup
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.32,858$795K<0.01%-24,58413F-HRTimelineGroup
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co32,182$792K<0.01%-913F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…31,842$770K<0.01%+213F-HRTimeline
Rafferty Asset Management, LLC28,780$696K<0.01%-9,32413F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP28,631$693K<0.01%-10,90413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN28,612$692K<0.01%+4,11913F-HRTimelineGroup
GLOBEFLEX CAPITAL L P27,300$660K0.1%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\26,510$641K<0.01%+4,56913F-HRTimelineGroup
Penn Capital Management Company, LLC26,245$635K0.05%+2,27113F-HRTimeline
STRS OHIO22,500$544K<0.01%-2,70013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources21,165$512K<0.01%013F-HRTimelineGroup
Bensler, LLC20,450$495K0.05%013F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…20,422$494K<0.01%013F-HRTimelineGroup
Mengis Capital Management, Inc.20,311$491K0.1%+113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…18,991$459K<0.01%-38,68413F-HRTimelineGroup
GABELLI FUNDS LLCin group GAMCO Investors (Gabelli)18,729$453K<0.01%013F-HRTimelineGroup
State of Alaska, Department of Revenue18,441$445K<0.01%-1,85113F-HRTimeline
Illinois Municipal Retirement Fund17,953$434K0.01%-52013F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO16,447$398K<0.01%+2,68913F-HRTimelineGroup
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…15,764$381K<0.01%-2,93013F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC15,700$380K<0.01%+1,05213F-HRTimelineGroup
Louisiana State Employees Retirement Sy…15,600$377K0.01%-30013F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson15,340$371K<0.01%013F-HRTimelineGroup
Badgley Phelps Wealth Managers, LLC14,827$359K0.01%-40013F-HRTimeline
SageView Advisory Group, LLC14,345$347K0.01%-9513F-HRTimeline
COMERICA BANK13,601$329K<0.01%-2,46313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12,540$303K<0.01%new13F-HRTimelineGroup
BRIGHTON JONES LLC12,452$301K0.01%+45013F-HRTimeline
Hennion & Walsh Asset Management, Inc.11,700$283K0.01%-27713F-HRTimeline
STATE BOARD OF ADMINISTRATION OF FLORID…11,166$270K<0.01%-10,33413F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…10,991$266K<0.01%+2,86213F-HRTimeline
HRT FINANCIAL LP10,830$261K<0.01%new13F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC10,488$254K<0.01%-2,42113F-HRTimeline
AMALGAMATED BANK10,071$244K<0.01%+34013F-HRTimeline
ARIZONA STATE RETIREMENT SYSTEM10,071$244K<0.01%+15613F-HRTimeline
TEACHERS RETIREMENT SYSTEM OF THE STATE…9,712$235K<0.01%-1,71113F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND9,593$232K<0.01%013F-HRTimeline
Police & Firemen's Retirement System of…9,445$228K<0.01%+1,59613F-HRTimeline
LPL Financial LLC9,016$218K<0.01%new13F-HRTimeline
Aspire Capital Advisors LLC8,764$212K0.05%013F-HRTimeline
Verition Fund Management LLC8,685$210K<0.01%new13F-HRTimeline
State of Tennessee, Department of Treas…8,660$209K<0.01%013F-HRTimeline
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…8,647$209K<0.01%-10913F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS8,457$205K<0.01%+4,56113F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\8,084$196K<0.01%013F-HRTimelineGroup
Aquatic Capital Management LLC7,765$188K<0.01%-3,15313F-HRTimeline
CWM, LLCin group CWM, LLC7,657$185K<0.01%+3,83813F-HRTimelineGroup
OREGON PUBLIC EMPLOYEES RETIREMENT FUND7,630$185K<0.01%-20013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…6,847$166K0.01%013F-HRTimeline
FMR LLCin group FMR LLC6,532$158K<0.01%+58313F-HRTimelineGroup
KLP KAPITALFORVALTNING AS6,400$155K<0.01%013F-HRTimeline
CGC Financial Services, LLC6,159$149K0.04%013F-HRTimeline
SG Americas Securities, LLC5,478$133K<0.01%-1,94113F-HRTimeline
NEW YORK STATE TEACHERS RETIREMENT SYST…5,296$128K<0.01%-60013F-HRTimeline
GAMMA Investing LLC4,280$104K0.01%-27713F-HRTimeline
DekaBank Deutsche Girozentrale3,763$72K<0.01%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…2,850$68.9K<0.01%-57313F-HRTimelineGroup
Sterling Capital Management LLC2,354$56.9K<0.01%+1,44913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,140$51.8K<0.01%+18213F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,901$46K<0.01%-97413F-HRTimelineGroup
McIlrath & Eck, LLC1,698$41.1K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,651$40K<0.01%+1,25513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Allworth Financial LP1,302$31.5K<0.01%+5613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,242$30K<0.01%-313F-HRTimelineGroup
Rise Advisors, LLC917$22.2K0.01%+4513F-HRTimeline
Larson Financial Group LLC897$21.7K<0.01%+48013F-HRTimeline
Arax Advisory Partners842$20.4K<0.01%+73113F-HRTimeline
MassMutual Private Wealth & Trust, FSB810$19.6K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC779$19.2K<0.01%+10813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.778$18.9K<0.01%+10513F-HRTimelineGroup
Versant Capital Management, Inc774$18.7K<0.01%+72713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…661$16K<0.01%new13F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…596$14.4K<0.01%-2,89513F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…396$9.58K<0.01%+2113F-HRTimelineGroup
FIRST HORIZON CORP395$9.55K<0.01%13F-HRTimeline
Wealthspire Advisors, LLC375$9.07K<0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC356$8K<0.01%-1,45913F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …282$7K<0.01%-3113F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC189$5K<0.01%+713F-HRTimelineGroup
NISA INVESTMENT ADVISORS, LLC203$4.91K<0.01%+10513F-HRTimeline
Salomon & Ludwin, LLC191$4.65K<0.01%new13F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.176$4.26K<0.01%new13F-HRTimelineGroup
Red Tortoise LLC149$3.6K<0.01%013F-HRTimeline
UMB Bank, n.a.106$2.56K<0.01%+1413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Cedar Mountain Advisors, LLC102$2.47K<0.01%new13F-HRTimeline
Parkside Financial Bank & Trust92$2.23K<0.01%013F-HRTimeline
Fortitude Family Office, LLC80$1.94K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC75$1.81K<0.01%-2013F-HRTimeline
Aster Capital Management (DIFC) Ltd74$1.79K<0.01%-28913F-HRTimeline
QUADRANT CAPITAL GROUP LLC66$1.6K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC66$1.6K<0.01%+4013F-HRTimeline
SIGNATUREFD, LLC63$1.52K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.46$1.11K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management38$919<0.01%-2013F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…26$629<0.01%013F-HRTimelineGroup
Vermillion Wealth Management, Inc.18$435<0.01%new13F-HRTimeline
Root Financial Partners, LLC15$363<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC14$339<0.01%013F-HRTimelineGroup
IFP Advisors, Inc13$314<0.01%+1313F-HR/ATimeline
Essential Partners LLC12$290<0.01%new13F-HRTimeline
Advisory Services Network, LLC9$218<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4$99<0.01%-9813F-HRTimelineGroup
SBI Securities Co., Ltd.1$24<0.01%013F-HRTimeline
Covestor Ltd14$00%+113F-HRTimelineValue 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