Institutional Ownership Heritage Financial Corp (HFWA)
This table provides information about the institutional ownership of Heritage Financial Corp (HFWA). We have compiled data on the 181 institutions that hold shares in the stock, with a total of 29 Million shares, which have been reported (via 13F filing form) to have a value of $682 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
California State Teachers Retirement System
West Sacramento, CA |
Aug 14, 2025 Q2 2025 |
31,840
shares
|
$747,603
0.0% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
Aug 11, 2025 Q2 2025 |
27,318
shares
|
$641,426
0.0% of portfolio
|
Q2 2025
Added 50.16%
|
|
|
Globeflex Capital L P
San Diego, CA |
Aug 14, 2025 Q2 2025 |
27,300
shares
|
$641,004
0.06% of portfolio
|
Q2 2024
Reduced 14.35%
|
|
|
Strs Ohio
|
Aug 04, 2025 Q2 2025 |
25,200
shares
|
$591,696
0.0% of portfolio
|
Q4 2024
Added 5.16%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
25,079
shares
|
$588,854
0.0% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
24,493
shares
|
$575,095
0.0% of portfolio
|
Q2 2025
Added 7.27%
|
|
|
Penn Capital Management Company, LLC
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
23,974
shares
|
$562,909
0.06% of portfolio
|
Q2 2025
Reduced 7.61%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 12, 2025 Q2 2025 |
21,941
shares
|
$515,174
0.0% of portfolio
|
Q2 2025
Reduced 18.46%
|
|
|
State Board Of Administration Of Florida Retirement System
|
Aug 13, 2025 Q2 2025 |
21,500
shares
|
$504,820
0.0% of portfolio
|
Q4 2024
Added 116.97%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
21,165
shares
|
$496,954
0.0% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Aug 07, 2025 Q2 2025 |
21,154
shares
|
$496,695
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Bensler, LLC
Bellevue, WA |
Aug 06, 2025 Q2 2025 |
20,450
shares
|
$480,166
0.05% of portfolio
|
Q2 2024
Reduced 0.15%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Aug 13, 2025 Q2 2025 |
20,422
shares
|
$479,508
0.0% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Mengis Capital Management, Inc.
|
Jul 24, 2025 Q2 2025 |
20,310
shares
|
$476,878
0.11% of portfolio
|
Q2 2025
Reduced -0.0%
|
|
|
State Of Alaska, Department Of Revenue
|
Jul 16, 2025 Q2 2025 |
20,292
shares
|
$476,456
0.01% of portfolio
|
Q2 2025
Added 7.74%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
19,802
shares
|
$464,950
0.06% of portfolio
|
Q1 2025
Added 36.39%
|
|
|
Gabelli Funds LLC
Rye, NY |
Aug 13, 2025 Q2 2025 |
18,729
shares
|
$439,756
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Aug 14, 2025 Q2 2025 |
18,694
shares
|
$438,935
0.0% of portfolio
|
Q2 2025
Reduced 6.81%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
18,481
shares
|
$433,933
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Illinois Municipal Retirement Fund
|
Aug 07, 2025 Q2 2025 |
18,473
shares
|
$433,746
0.01% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
16,064
shares
|
$377,182
0.0% of portfolio
|
Q1 2025
Reduced 2.93%
|
|
|
Louisiana State Employees Retirement System
|
Jul 23, 2025 Q2 2025 |
15,900
shares
|
$373,332
0.01% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
15,699
shares
|
$368,612
0.0% of portfolio
|
Q3 2022
Reduced 0.65%
|
|
|
Janus Henderson Group PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
15,340
shares
|
$360,183
0.0% of portfolio
|
Q2 2024
Reduced 1.14%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Jul 16, 2025 Q2 2025 |
15,227
shares
|
$357,529
0.01% of portfolio
|
Q2 2023
Added 2.7%
|