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Disclosery

HFWA HERITAGE FINL CORP WASH

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COMMON STOCK (common), issuer CIK 1046025

172 managers (174 13F filers) reported a position in HFWA shares at 2025-12-31, 29,599,596 shares in all. 15 filers opened a position and 16 filers sold out during the quarter.

Managers
172
13F filers
174
New
15
Added
63
Reduced
61
Sold out
16
Shares held by filers
29,599,596

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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.4,913,023$116M<0.01%+185,82113F-HRTimelineGroup
JENNISON ASSOCIATES LLC3,107,165$73.5M0.04%+27,14313F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC2,435,692$57.6M0.03%-190,64213F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC2,412,325$57.1M<0.01%+45,42213F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP1,978,610$46.8M0.01%-49,68313F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP1,573,458$37.2M<0.01%+48,76513F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.1,306,960$30.9M0.01%-37,20013F-HRTimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC842,598$19.9M<0.01%+4,17013F-HRTimelineGroup
BASSWOOD CAPITAL MANAGEMENT, L.L.C.607,105$14.4M0.63%+376,36813F-HRTimeline
ALGEBRIS (UK) LTDin group ALGEBRIS (UK) LTD520,686$12.3M0.98%+74,92613F-HR/ATimelineGroup
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …504,221$11.9M0.01%+1,35113F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding471,138$11.1M+4,225Timeline
MORGAN STANLEYin group MORGAN STANLEY399,617$9.45M<0.01%+51,08413F-HR/ATimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP376,622$8.91M<0.01%-22,03713F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp366,526$8.67M<0.01%+25,06113F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co326,536$7.72M<0.01%-1,27413F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …314,186$7.43M0.01%-3,80013F-HRTimelineGroup
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC282,819$6.69M0.02%+2,30013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC277,953$6.57M0.01%-7,87713F-HRTimeline
LORD, ABBETT & CO. LLC277,749$6.57M0.02%-48,98213F-HRTimeline
BRIDGEWAY CAPITAL MANAGEMENT, LLC275,015$6.5M0.14%+14,78013F-HRTimeline
HEARTLAND ADVISORS INC275,000$6.5M0.35%013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.264,519$6.26M<0.01%+7,29213F-HRTimelineGroup
ProShare Advisors LLC251,929$5.96M0.01%-5,19913F-HRTimeline
Nuveen, LLCin group TIAA234,551$5.55M<0.01%-10,36213F-HRTimelineGroup
Dana Investment Advisors, Inc.220,461$5.21M0.15%-27813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/220,295$5.21M<0.01%+4,56313F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding199,178$4.71M+10,432Timeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC189,644$4.49M<0.01%+52,91313F-HR/ATimelineGroup
Rhino Investment Partners, Inc185,944$4.4M1.25%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…184,108$4.35M<0.01%+43,28313F-HRTimelineGroup
KILEY JUERGENS WEALTH MANAGEMENT, LLC177,447$4.2M0.91%+3013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC171,160$4.05M<0.01%+42,18513F-HRTimelineGroup
GREAT LAKES ADVISORS, LLC167,708$3.97M0.03%+3,46713F-HRTimeline
UBS Group AGgroup of 2 filers holding154,606$3.66M+4,809Timeline
Empowered Funds, LLC152,515$3.61M0.06%+14,78013F-HR/ATimeline
MARTIN & CO INC /TN/135,443$3.2M0.55%+2,85613F-HRTimeline
ROYCE & ASSOCIATES LP126,639$3M0.03%-42,37513F-HRTimeline
DEPRINCE RACE & ZOLLO INC120,867$2.86M0.05%+50,35313F-HRTimeline
Public Sector Pension Investment Board117,717$2.78M0.01%-14,74013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC111,479$2.64M<0.01%-237,48913F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC101,844$2.41M<0.01%-8,92013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC98,557$2.33M<0.01%+86,01713F-HRTimelineGroup
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…97,035$2.29M<0.01%-366,36613F-HRTimelineGroup
RHUMBLINE ADVISERS94,358$2.23M<0.01%-5,53313F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc89,144$2.11M<0.01%-2,76813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA76,449$1.81M<0.01%-3,74813F-HRTimelineGroup
LSV ASSET MANAGEMENT74,500$1.76M<0.01%013F-HRTimeline
Swiss National Bank66,168$1.56M<0.01%013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…65,048$1.54M0.01%+37913F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC64,554$1.53M<0.01%+14,42913F-HRTimelineGroup
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …59,865$1.42M<0.01%+1,82213F-HRTimelineGroup
NWAM LLC53,247$1.4M0.08%-23113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC49,868$1.18M<0.01%+3,02413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC49,417$1.17M<0.01%-1,48113F-HRTimelineGroup
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC47,317$1.12M<0.01%+64513F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…46,917$1.11M<0.01%+10,97313F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO45,500$1.08M<0.01%+29,05313F-HRTimelineGroup
Pacific Ridge Capital Partners, LLC43,925$1.04M0.23%+1,96013F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/43,248$1.02M<0.01%+3,63813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN43,106$1.02M<0.01%+14,49413F-HRTimelineGroup
Quantinno Capital Management LP42,460$1M<0.01%+7,50213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.38,245$904K<0.01%013F-HRTimelineGroup
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.37,848$895K<0.01%+4,99013F-HRTimelineGroup
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC33,129$784K<0.01%013F-HRTimelineGroup
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co32,226$762K<0.01%+4413F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC31,862$754K<0.01%-2,31313F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…31,813$752K<0.01%-2913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO31,511$745K<0.01%-5,48513F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\28,546$675K<0.01%+2,03613F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP28,406$672K<0.01%-22513F-HRTimelineGroup
GLOBEFLEX CAPITAL L P27,300$646K0.1%013F-HRTimeline
Badgley Phelps Wealth Managers, LLC27,115$641K0.01%+12,28813F-HRTimeline
CITIGROUP INCin group CITIGROUP INC26,115$618K<0.01%-10,87713F-HRTimelineGroup
Rafferty Asset Management, LLC26,101$617K<0.01%-2,67913F-HRTimeline
Fourthstone LLC25,100$594K0.11%new13F-HRTimeline
Odyssean, LLC24,168$572K0.41%13F-HRTimeline
Penn Capital Management Company, LLC22,735$538K0.04%-3,51013F-HRTimeline
STRS OHIO22,500$532K<0.01%013F-HRTimeline
Connor, Clark & Lunn Investment Managem…22,248$526K<0.01%new13F-HRTimeline
State of Alaska, Department of Revenue21,839$515K0.01%+3,39813F-HRTimeline
Bensler, LLC20,450$484K0.05%013F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…20,422$483K<0.01%013F-HRTimelineGroup
Mengis Capital Management, Inc.20,310$480K0.08%-113F-HRTimeline
GABELLI FUNDS LLCin group GAMCO Investors (Gabelli)18,729$443K<0.01%013F-HRTimelineGroup
Illinois Municipal Retirement Fund17,867$423K0.01%-8613F-HRTimeline
SG Americas Securities, LLC17,471$413K<0.01%+11,99313F-HRTimeline
Waverly Advisors, LLC17,317$410K<0.01%new13F-HRTimeline
Y-Intercept (Hong Kong) Ltd16,841$398K0.01%new13F-HRTimeline
EP Wealth Advisors, LLC16,261$385K<0.01%13F-HRTimeline
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…15,869$375K<0.01%+10513F-HRTimelineGroup
Louisiana State Employees Retirement Sy…15,600$369K0.01%013F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson15,340$363K<0.01%013F-HRTimelineGroup
SageView Advisory Group, LLC14,185$335K0.01%-16013F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC14,014$331K<0.01%-21,87713F-HRTimeline
TUDOR INVESTMENT CORP ET AL13,762$325K<0.01%new13F-HRTimeline
Atom Investors LP13,048$309K0.02%new13F-HRTimeline
COMERICA BANK11,717$277K<0.01%-1,88413F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…10,991$260K<0.01%013F-HRTimeline
STATE BOARD OF ADMINISTRATION OF FLORID…9,909$234K<0.01%-1,25713F-HRTimeline
AMALGAMATED BANK9,870$233K<0.01%-20113F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND9,593$227K<0.01%013F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC9,122$227K<0.01%-1,36613F-HRTimeline
ARIZONA STATE RETIREMENT SYSTEM9,451$224K<0.01%-62013F-HRTimeline
Police & Firemen's Retirement System of…9,445$223K<0.01%013F-HRTimeline
Aspire Capital Advisors LLC8,764$207K0.05%013F-HRTimeline
State of Tennessee, Department of Treas…8,026$207K<0.01%-63413F-HRTimeline
TEACHERS RETIREMENT SYSTEM OF THE STATE…8,597$204K<0.01%-1,11513F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS8,494$201K<0.01%+3713F-HRTimelineGroup
CWM, LLCin group CWM, LLC8,249$195K<0.01%+59213F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\8,084$191K<0.01%013F-HRTimelineGroup
OREGON PUBLIC EMPLOYEES RETIREMENT FUND7,778$184K<0.01%+14813F-HRTimeline
KLP KAPITALFORVALTNING AS7,300$173K<0.01%+90013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…6,944$164K0.01%+9713F-HRTimeline
CGC Financial Services, LLC6,159$146K0.04%013F-HRTimeline
FMR LLCin group FMR LLC5,984$142K<0.01%-54813F-HRTimelineGroup
NEW YORK STATE TEACHERS RETIREMENT SYST…5,296$125K<0.01%013F-HRTimeline
GAMMA Investing LLC5,171$122K0.01%+89113F-HRTimeline
Aquatic Capital Management LLC4,558$108K<0.01%-3,20713F-HRTimeline
DekaBank Deutsche Girozentrale3,763$73K<0.01%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…2,850$67.4K<0.01%013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,332$55.2K<0.01%+43113F-HRTimelineGroup
Sterling Capital Management LLC2,013$47.6K<0.01%-34113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,955$46.2K<0.01%-18513F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.1,896$44.8K<0.01%new13F-HRTimeline
McIlrath & Eck, LLC1,698$40.2K<0.01%013F-HRTimeline
Allworth Financial LP1,290$30.5K<0.01%-1213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,197$28.3K<0.01%-4513F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.1,042$25K<0.01%-60913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
NISA INVESTMENT ADVISORS, LLC899$21.3K<0.01%+69613F-HRTimeline
Smartleaf Asset Management LLC814$19.5K<0.01%+3513F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC813$18.3K<0.01%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB770$18.2K<0.01%-4013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…607$14.4K<0.01%-5413F-HR/ATimelineGroup
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…595$14.1K<0.01%-113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.563$13.3K<0.01%-21513F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC514$12.2K<0.01%+44813F-HRTimeline
Larson Financial Group LLC468$11.1K<0.01%-42913F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …427$10K<0.01%+14513F-HRTimelineGroup
Salomon & Ludwin, LLC395$9.52K<0.01%+20413F-HRTimeline
FIRST HORIZON CORP395$9.34K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…392$9.27K<0.01%-413F-HRTimelineGroup
Versant Capital Management, Inc287$6.79K<0.01%-48713F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC201$5K<0.01%+1213F-HRTimelineGroup
Triumph Capital Management200$4.73K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC184$4.62K<0.01%new13F-HRTimeline
UMB Bank, n.a.190$4.49K<0.01%+8413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Arax Advisory Partners180$4.26K<0.01%-66213F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.168$3.97K<0.01%-813F-HRTimelineGroup
Red Tortoise LLC149$3.52K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP104$2.46K<0.01%+10013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC102$2.41K<0.01%+2713F-HRTimeline
Cedar Mountain Advisors, LLC102$2.41K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC98$2.32K<0.01%+3213F-HRTimeline
Parkside Financial Bank & Trust92$2.18K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.67$1.58K<0.01%+2113F-HRTimeline
SIGNATUREFD, LLC63$1.49K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management38$899<0.01%013F-HRTimelineGroup
MAI Capital Management25$592<0.01%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…23$544<0.01%-313F-HRTimelineGroup
Essential Partners LLC22$520<0.01%+1013F-HRTimeline
Root Financial Partners, LLC15$355<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC14$331<0.01%013F-HRTimelineGroup
IFP Advisors, Inc11$260<0.01%-213F-HRTimeline
SIMPLEX TRADING, LLC9$212<0.01%-34713F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.8$189<0.01%new13F-HRTimelineGroup
GILPIN WEALTH MANAGEMENT, LLC6$142<0.01%13F-HRTimeline
Clearstead Advisors, LLC2$48<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.1$24<0.01%013F-HRTimeline
Caitong International Asset Management …1$24<0.01%new13F-HR/ATimeline
Torren Management, LLC1$22<0.01%13F-HRTimeline
Covestor Ltd9$00%-513F-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