HFWA Heritage Financial Corporation
Heritage Financial Corporation (HFWA) Institutional Ownership
What the institutions did with HFWA last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| BlackRock, Inc. | 5.8M | 17.5% |
| JENNISON ASSOCIATES LLC | 3.5M | 10.7% |
| VICTORY CAPITAL MANAGEMENT INC | 2.4M | 7.1% |
| DIMENSIONAL FUND ADVISORS LP | 2.0M | 6.2% |
| STATE STREET CORP | 2.0M | 6.0% |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.8M | 5.5% |
| ALLIANCEBERNSTEIN L.P. | 1.1M | 3.4% |
| GEODE CAPITAL MANAGEMENT, LLC | 1.1M | 3.3% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 749.7K | 2.3% |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 689.0K | 2.1% |
| Boston Partners | 677.1K | 2.0% |
| WELLINGTON MANAGEMENT GROUP LLP | 528.1K | 1.6% |
| ALGEBRIS (UK) LTD | 469.4K | 1.4% |
| MORGAN STANLEY | 456.0K | 1.4% |
| NORTHERN TRUST CORP | 440.6K | 1.3% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 399.4K | 1.2% |
| Bank of New York Mellon Corp | 399.0K | 1.2% |
| TWO SIGMA INVESTMENTS, LP | 389.2K | 1.2% |
| Rhino Investment Partners, Inc | 373.5K | 1.1% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 308.6K | 0.9% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 301.4K | 0.9% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 298.1K | 0.9% |
| HEARTLAND ADVISORS INC | 275.0K | 0.8% |
| VANGUARD FIDUCIARY TRUST CO | 274.8K | 0.8% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 264.7K | 0.8% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| JENNISON ASSOCIATES LLC | Increased | 3.2M | 3.5M | +324.7K |
| LORD, ABBETT & CO. LLC | Sold Out | 272.4K | 0 | -272.4K |
| BlackRock, Inc. | Increased | 5.6M | 5.8M | +249.3K |
| JPMORGAN CHASE & CO | Increased | 18.9K | 245.8K | +226.8K |
| STATE STREET CORP | Increased | 1.8M | 2.0M | +185.7K |
| GEODE CAPITAL MANAGEMENT, LLC | Increased | 934.8K | 1.1M | +169.0K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Reduced | 433.5K | 298.1K | -135.4K |
| VICTORY CAPITAL MANAGEMENT INC | Reduced | 2.5M | 2.4M | -108.4K |
| TWO SIGMA INVESTMENTS, LP | Reduced | 490.4K | 389.2K | -101.2K |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | 628.3K | 528.1K | -100.2K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Increased | 653.7K | 749.7K | +96.0K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 2.0M | 2.0M | +87.9K |
| LSV ASSET MANAGEMENT | Sold Out | 74.5K | 0 | -74.5K |
| GOLDMAN SACHS GROUP INC | Reduced | 312.1K | 243.0K | -69.0K |
| DEPRINCE RACE & ZOLLO INC | Reduced | 131.6K | 71.8K | -59.8K |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | 188.3K | 132.4K | -55.9K |
| UBS Group AG | Reduced | 226.5K | 171.5K | -55.0K |
| Russell Investments Group, Ltd. | Reduced | 198.5K | 147.1K | -51.4K |
| ALGEBRIS (UK) LTD | Reduced | 518.4K | 469.4K | -49.0K |
| RAYMOND JAMES FINANCIAL INC | Sold Out | 48.8K | 0 | -48.8K |
| Quantinno Capital Management LP | Increased | 55.1K | 103.7K | +48.5K |
| Rhino Investment Partners, Inc | Increased | 330.5K | 373.5K | +43.0K |
| State of New Jersey Common Pension Fund D | New | 0 | 41.7K | +41.7K |
| LAZARD ASSET MANAGEMENT LLC | Sold Out | 40.3K | 0 | -40.3K |
| AQR CAPITAL MANAGEMENT LLC | Reduced | 168.9K | 133.0K | -36.0K |
| Fortis Capital Management LLC | New | 0 | 35.8K | +35.8K |
| XTX Topco Ltd | New | 0 | 34.5K | +34.5K |
| SEI INVESTMENTS CO | Reduced | 79.3K | 51.6K | -27.7K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Sold Out | 27.5K | 0 | -27.5K |
| NORTHERN TRUST CORP | Increased | 413.1K | 440.6K | +27.5K |
| GLOBEFLEX CAPITAL L P | Sold Out | 27.3K | 0 | -27.3K |
| ROYCE & ASSOCIATES LP | Reduced | 82.2K | 55.4K | -26.8K |
| Freestone Capital Holdings, LLC | New | 0 | 26.2K | +26.2K |
| MILLENNIUM MANAGEMENT LLC | New | 0 | 24.0K | +24.0K |
| MORGAN STANLEY | Reduced | 479.8K | 456.0K | -23.8K |
| D. E. Shaw & Co., Inc. | New | 0 | 23.4K | +23.4K |
| BANK OF AMERICA CORP /DE/ | Reduced | 210.4K | 187.6K | -22.8K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Increased | 377.0K | 399.4K | +22.4K |
| WELLS FARGO & COMPANY/MN | Increased | 18.4K | 40.2K | +21.7K |
| Connor, Clark & Lunn Investment Management Ltd. | Increased | 64.8K | 85.8K | +21.0K |
| HARBOR ADVISORY CORP /MA/ | New | 0 | 20.6K | +20.6K |
| Fourthstone LLC | Sold Out | 20.0K | 0 | -20.0K |
| Bank of New York Mellon Corp | Increased | 379.4K | 399.0K | +19.6K |
| GSA CAPITAL PARTNERS LLP | Sold Out | 19.3K | 0 | -19.3K |
| STRS OHIO | Sold Out | 19.2K | 0 | -19.2K |
| PRICE T ROWE ASSOCIATES INC /MD/ | Increased | 50.1K | 68.8K | +18.7K |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | Increased | 31.6K | 49.3K | +17.8K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | Reduced | 64.9K | 47.5K | -17.4K |
| FMR LLC | Reduced | 30.2K | 14.5K | -15.8K |
| GREAT LAKES ADVISORS, LLC | Reduced | 171.2K | 155.5K | -15.8K |
| Swiss National Bank | Increased | 67.2K | 82.6K | +15.4K |
| Tidal Investments LLC | New | 0 | 14.1K | +14.1K |
| Boston Partners | Reduced | 690.3K | 677.1K | -13.2K |
| VANGUARD CAPITAL MANAGEMENT LLC | Reduced | 1.8M | 1.8M | -13.2K |
| Empowered Funds, LLC | Increased | 166.1K | 178.9K | +12.8K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | Increased | 288.6K | 301.4K | +12.8K |
| ProShare Advisors LLC | Reduced | 249.9K | 237.2K | -12.7K |
| FIRST TRUST ADVISORS LP | Increased | 33.3K | 45.9K | +12.6K |
| DEUTSCHE BANK AG\ | Increased | 33.3K | 44.7K | +11.3K |
| Jain Global LLC | New | 0 | 10.7K | +10.7K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.