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Disclosery

HFWA HERITAGE FINL CORP WASH

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COMMON STOCK (common), issuer CIK 1046025

177 managers (185 13F filers) reported a position in HFWA shares at 2026-03-31, 32,806,664 shares in all. 19 filers opened a position and 11 filers sold out during the quarter.

Managers
177
13F filers
185
New
19
Added
83
Reduced
46
Sold out
11
Shares held by filers
32,806,664

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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.5,561,782$145M<0.01%+648,75913F-HRTimelineGroup
JENNISON ASSOCIATES LLC3,213,473$83.6M0.06%+106,30813F-HRTimeline
VANGUARD GROUP INCgroup of 7 filers holding2,853,922$74.2MnewTimeline
VICTORY CAPITAL MANAGEMENT INC2,469,315$64.2M0.04%+33,62313F-HRTimeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP1,956,477$50.9M0.01%-22,13313F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP1,796,525$46.7M<0.01%+223,06713F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.1,144,920$27.1M0.01%-162,04013F-HRTimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC934,802$24.3M<0.01%+92,20413F-HRTimelineGroup
BASSWOOD CAPITAL MANAGEMENT, L.L.C.698,904$18.2M0.93%+91,79913F-HRTimeline
Boston Partnersin group Boston Trust Walden Corp690,319$18M0.02%new13F-HRTimelineGroup
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…628,320$16.3M<0.01%+531,28513F-HRTimelineGroup
ALGEBRIS (UK) LTDin group ALGEBRIS (UK) LTD518,409$13.5M0.97%-2,27713F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP490,410$12.8M0.01%+220,91813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY479,833$12.5M<0.01%+80,21613F-HRTimelineGroup
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …433,512$11.3M0.01%-70,70913F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP413,116$10.7M<0.01%+36,49413F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp379,395$9.86M<0.01%+12,86913F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co377,043$9.8M<0.01%+50,50713F-HRTimelineGroup
Rhino Investment Partners, Inc330,459$8.59M2.39%+144,51513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC312,057$8.11M<0.01%+122,41313F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …309,353$8.04M0.01%-4,83313F-HRTimelineGroup
BRIDGEWAY CAPITAL MANAGEMENT, LLC288,579$7.5M0.15%+13,56413F-HRTimeline
UBS Group AGgroup of 2 filers holding276,604$7.19M+121,998Timeline
HEARTLAND ADVISORS INC275,000$7.15M0.36%013F-HRTimeline
LORD, ABBETT & CO. LLC272,437$7.08M0.02%-5,31213F-HRTimeline
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC270,039$7.02M0.02%-12,78013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.255,265$6.64M<0.01%-9,25413F-HRTimelineGroup
ProShare Advisors LLC249,948$6.5M0.01%-1,98113F-HRTimeline
Nuveen, LLCin group TIAA234,974$6.11M<0.01%+42313F-HRTimelineGroup
Dana Investment Advisors, Inc.219,962$5.72M0.17%-49913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/210,438$5.47M<0.01%-9,85713F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCin group PRINCIPAL FINANCIAL GROUP INC199,588$5.19M<0.01%+41013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…198,478$5.16M0.01%+14,37013F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC188,341$4.9M0.01%-89,61213F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC175,051$4.55M0.8%-2,39613F-HRTimeline
GREAT LAKES ADVISORS, LLC171,237$4.45M0.04%+3,52913F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC168,936$4.39M<0.01%-2,22413F-HRTimelineGroup
Empowered Funds, LLC166,079$4.32M0.03%+13,56413F-HR/ATimeline
Public Sector Pension Investment Board147,086$3.82M0.01%+29,36913F-HRTimeline
MARTIN & CO INC /TN/137,899$3.59M0.61%+2,45613F-HRTimeline
DEPRINCE RACE & ZOLLO INC131,566$3.42M0.06%+10,69913F-HRTimeline
RHUMBLINE ADVISERS106,392$2.77M<0.01%+12,03413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC106,347$2.77M<0.01%-5,13213F-HR/ATimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC103,113$2.68M<0.01%+1,26913F-HRTimelineGroup
ROYCE & ASSOCIATES LP82,196$2.14M0.02%-44,44313F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc81,920$2.13M<0.01%-7,22413F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO79,334$2.06M<0.01%+33,83413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA76,128$1.98M<0.01%-32113F-HRTimelineGroup
LSV ASSET MANAGEMENT74,500$1.94M<0.01%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPgroup of 2 filers holding67,820$1.76MnewTimeline
Swiss National Bank67,168$1.75M<0.01%+1,00013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…66,614$1.73M0.01%+1,56613F-HRTimelineGroup
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …64,945$1.69M<0.01%+5,08013F-HRTimelineGroup
Connor, Clark & Lunn Investment Managem…64,833$1.69M<0.01%+42,58513F-HRTimeline
Quantinno Capital Management LP55,145$1.43M<0.01%+12,68513F-HRTimeline
NWAM LLC50,362$1.31M0.08%-2,88513F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/50,062$1.3M<0.01%+6,81413F-HRTimeline
Pacific Asset Management, LLC49,050$1.28M0.71%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC48,827$1.27M<0.01%-59013F-HRTimelineGroup
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC47,173$1.23M<0.01%-14413F-HRTimelineGroup
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.41,496$1.08M<0.01%+3,64813F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC40,422$1.05M<0.01%+8,56013F-HRTimelineGroup
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC40,326$1.05M<0.01%+7,19713F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.38,245$994K<0.01%013F-HRTimelineGroup
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co36,322$945K<0.01%+4,09613F-HRTimelineGroup
Pacific Ridge Capital Partners, LLC35,027$911K0.2%-8,89813F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\33,325$866K<0.01%+4,77913F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP33,264$865K<0.01%+4,85813F-HRTimelineGroup
Odyssean, LLC31,917$830K0.3%+7,74913F-HRTimeline
CALIFORNIA STATE TEACHERS RETIREMENT SY…31,558$821K<0.01%-25513F-HRTimeline
FMR LLCin group FMR LLC30,246$786K<0.01%+24,26213F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC29,828$776K<0.01%+3,71313F-HRTimelineGroup
Rafferty Asset Management, LLC29,435$765K<0.01%+3,33413F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…27,450$714K<0.01%-19,46713F-HRTimelineGroup
GLOBEFLEX CAPITAL L P27,300$710K0.11%013F-HRTimeline
State of Alaska, Department of Revenue24,848$645K0.01%+3,00913F-HRTimeline
Creative Planningin group Creative Planning22,838$594K<0.01%new13F-HRTimelineGroup
Penn Capital Management Company, LLC22,735$591K0.05%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC21,856$568K<0.01%-42,69813F-HRTimelineGroup
Badgley Phelps Wealth Managers, LLC20,971$545K0.01%-6,14413F-HRTimeline
Bensler, LLC20,450$532K0.05%013F-HRTimeline
Mengis Capital Management, Inc.20,310$528K0.09%013F-HRTimeline
Fourthstone LLC19,970$519K0.09%-5,13013F-HRTimeline
SG Americas Securities, LLC19,571$509K<0.01%+2,10013F-HRTimeline
GSA CAPITAL PARTNERS LLP19,254$501K0.03%new13F-HRTimeline
STRS OHIO19,200$499K<0.01%-3,30013F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…18,927$492K<0.01%+7,93613F-HRTimeline
GABELLI FUNDS LLCin group GAMCO Investors (Gabelli)18,729$487K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO18,936$484K<0.01%-12,57513F-HR/ATimelineGroup
MetLife Investment Management, LLCin group MetLife Investment Management…18,566$483K<0.01%-1,85613F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC18,457$480K<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN18,445$480K<0.01%-24,66113F-HR/ATimelineGroup
Illinois Municipal Retirement Fund18,381$478K0.01%+51413F-HRTimeline
Louisiana State Employees Retirement Sy…18,200$473K0.01%+2,60013F-HRTimeline
Waverly Advisors, LLC17,119$445K<0.01%-19813F-HRTimeline
EP Wealth Advisors, LLC16,814$437K<0.01%+55313F-HRTimeline
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…15,975$415K<0.01%+10613F-HRTimelineGroup
JANUS HENDERSON GROUP PLCin group Janus Henderson15,340$399K<0.01%013F-HR/ATimelineGroup
SageView Advisory Group, LLC14,149$368K0.01%-3613F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…13,475$350K<0.01%+13,08313F-HRTimelineGroup
AMALGAMATED BANK11,618$302K<0.01%+1,74813F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC10,819$281K<0.01%+1,69713F-HRTimeline
LPL Financial LLC10,543$274K<0.01%new13F-HRTimeline
Cambria Investment Management, L.P.10,413$271K0.02%new13F-HRTimeline
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…10,170$264K<0.01%new13F-HRTimeline
STATE BOARD OF ADMINISTRATION OF FLORID…9,909$258K<0.01%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV9,723$253K<0.01%new13F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND9,593$249K<0.01%013F-HRTimeline
DRW Securities, LLC9,519$247K0.01%new13F-HRTimeline
Police & Firemen's Retirement System of…9,445$246K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC9,425$245K<0.01%+1,17613F-HRTimelineGroup
iSAM Funds (UK) Ltdin group iSAM Funds (UK) Ltd9,386$244K0.12%new13F-HRTimelineGroup
OREGON PUBLIC EMPLOYEES RETIREMENT FUND9,378$244K<0.01%+1,60013F-HRTimeline
ARIZONA STATE RETIREMENT SYSTEM9,327$243K<0.01%-12413F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS9,026$235K<0.01%+53213F-HRTimelineGroup
Aspire Capital Advisors LLC8,764$228K0.05%013F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC8,733$227K<0.01%-5,28113F-HRTimeline
TEACHERS RETIREMENT SYSTEM OF THE STATE…8,597$224K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\8,175$213K<0.01%+9113F-HRTimelineGroup
State of Tennessee, Department of Treas…8,026$209K<0.01%013F-HRTimeline
Atom Investors LP7,712$201K0.01%-5,33613F-HRTimeline
KLP KAPITALFORVALTNING AS7,300$190K<0.01%013F-HRTimeline
CGC Financial Services, LLC6,159$160K0.05%013F-HRTimeline
GAMMA Investing LLC5,809$151K0.01%+63813F-HRTimeline
Aster Capital Management (DIFC) Ltd6,204$151K0.05%new13F-HRTimeline
DekaBank Deutsche Girozentrale3,763$99K<0.01%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…2,850$74.1K<0.01%013F-HRTimelineGroup
Parkside Financial Bank & Trust2,389$62.1K<0.01%+2,29713F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,359$61.3K<0.01%+2713F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,987$51.7K<0.01%+3213F-HR/ATimelineGroup
Pinnacle Wealth Planning Services, Inc.1,975$51.4K0.01%+7913F-HRTimeline
McIlrath & Eck, LLC1,698$44.1K<0.01%013F-HRTimeline
Allworth Financial LP1,336$34.7K<0.01%+4613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,226$31.9K<0.01%+2913F-HRTimelineGroup
Sterling Capital Management LLC1,130$29.4K<0.01%-88313F-HRTimeline
NISA INVESTMENT ADVISORS, LLC982$25.5K<0.01%+8313F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.980$25K<0.01%-6213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP895$22.5K<0.01%+79113F-HRTimelineGroup
Salomon & Ludwin, LLC842$22K<0.01%+44713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…620$16.1K<0.01%+1313F-HRTimelineGroup
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …611$15.9K<0.01%+18413F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…604$15.7K<0.01%+913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.589$15.3K<0.01%+2613F-HRTimelineGroup
Larson Financial Group LLC577$15K<0.01%+10913F-HRTimeline
QUADRANT CAPITAL GROUP LLC514$13.4K<0.01%013F-HR/ATimeline
Versant Capital Management, Inc441$11.5K<0.01%+15413F-HRTimeline
FIRST HORIZON CORP395$10.3K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB383$9.96K<0.01%-38713F-HRTimeline
UMB Bank, n.a.213$5.54K<0.01%+2313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Triumph Capital Management200$5.2K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC201$5K<0.01%013F-HRTimelineGroup
Arax Advisory Partners191$4.97K<0.01%+1113F-HRTimeline
Sound Income Strategies, LLC185$4.83K<0.01%+113F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC184$4.78K<0.01%-62913F-HRTimeline
Red Tortoise LLC149$3.87K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC124$3.22K<0.01%+2213F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…97$2.52K<0.01%-6,84713F-HRTimeline
Root Financial Partners, LLC96$2.5K<0.01%+8113F-HRTimeline
Farther Finance Advisors, LLC93$2.44K<0.01%-513F-HRTimeline
Cedar Mountain Advisors, LLC79$2.05K<0.01%-2313F-HRTimeline
Smartleaf Asset Management LLC76$1.94K<0.01%-73813F-HRTimeline
Physician Wealth Advisors, Inc.67$1.74K<0.01%013F-HRTimeline
SIGNATUREFD, LLC63$1.64K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management38$988<0.01%013F-HRTimelineGroup
Keating Financial Advisory Services, In…32$832<0.01%new13F-HRTimeline
MAI Capital Management27$702<0.01%+213F-HRTimeline
Bruce G. Allen Investments, LLC24$624<0.01%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…23$598<0.01%013F-HRTimelineGroup
Kilter Group LLC22$572<0.01%new13F-HRTimeline
Essential Partners LLC20$520<0.01%-213F-HRTimeline
Stone House Investment Management, LLC18$468<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC14$364<0.01%013F-HRTimelineGroup
GILPIN WEALTH MANAGEMENT, LLC13$338<0.01%+713F-HRTimeline
Caitong International Asset Management …10$260<0.01%+913F-HRTimeline
IFP Advisors, Inc9$234<0.01%-213F-HRTimeline
SBI Securities Co., Ltd.1$26<0.01%013F-HRTimeline
Covestor Ltd17$00%+813F-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