HFWAHeritage Financial Corporation

$28.73

Who owns HFWA

182 institutions reported holding HFWA for 2026Q1, together 84% of the company, more than the 173 a quarter earlier.

182

Institutions reporting a position · as of 2026Q1 · up from 173 the quarter before

Shares held by institutions
32.8M

Shares held by institutions · 84% of the company · long US equity positions only, as reported on Form 13F

Reported value
$849M

Reported value · at 2026-03-31 prices, not today's

Top 5 holders
41%

Top 5 holders · of the whole company, between five filers

Details
Reporting quarter2026-03-31
2026Q1
Quarters on record
52
New positions
17
Positions exited
15
Added to
80
Reduced
41
Top 10 holdersof the company
55%
Institutional ownership by quarter, 2013Q2 to 2026Q1
QuarterFilersSharesReported value
2026Q118232.8M$849M
2025Q417329.6M$700M
2025Q316929.2M$705M
2025Q216828.7M$684M
2025Q117828.5M$694M
2024Q417027.7M$679M
2024Q316427.6M$601M
2024Q216227.4M$494M
2024Q114628.1M$545M
2023Q416227.3M$584M
2023Q315727.2M$444M
2023Q216227.5M$445M
2023Q115927.6M$591M
2022Q417927.8M$852M
2022Q314827.7M$732M
2022Q215127.4M$690M
Largest reported holders, 2026Q1
HolderShares% of companyValue
BlackRock Inc.5.6M14%$145M
JENNISON ASSOCIATES LLC3.2M8.2%$84M
VANGUARD GROUP INC2.9M7.3%$74M
VICTORY CAPITAL MANAGEMENT INC2.5M6.3%$64M
DIMENSIONAL FUND ADVISORS LP2.0M5.0%$51M
STATE STREET CORP1.8M4.6%$47M
ALLIANCEBERNSTEIN L.P.1.1M2.9%$27M
GEODE CAPITAL MANAGEMENT LLC0.9M2.4%$24M
BASSWOOD CAPITAL MANAGEMENT, L.L.C.0.7M1.8%$18M
Robeco Investment Management, Inc.0.7M1.8%$18M

SEC Form 13F data sets (DERA bulk files). 13F is quarterly, filed up to 45 days late, and covers long US equity positions only, no shorts, no derivatives, nothing held below the reporting threshold.

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