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 |
|---|---|---|---|---|---|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jul 28, 2025 Q2 2025 |
6,159
shares
|
$144,613
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Marshall & Sullivan Inc
|
Jul 11, 2025 Q2 2025 |
6,144
shares
|
$144,261
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
New York State Teachers Retirement System
|
Jul 28, 2025 Q2 2025 |
5,896
shares
|
$138,438
0.0% of portfolio
|
Q2 2025
Added 1.73%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
4,557
shares
|
$106,998
0.01% of portfolio
|
Q2 2025
Added 53.33%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
3,819
shares
|
$89,670
0.0% of portfolio
|
Q2 2025
Reduced 5.52%
|
|
|
Deka Bank Deutsche Girozentrale
|
Jul 30, 2025 Q2 2025 |
3,763
shares
|
$88,355
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Jul 15, 2025 Q2 2025 |
3,491
shares
|
$81,968
0.0% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
3,423
shares
|
$80,372
0.0% of portfolio
|
Q3 2023
Added 23.31%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
2,875
shares
|
$67,505
0.0% of portfolio
|
Q2 2025
Added 99.1%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
1,958
shares
|
$45,973
0.0% of portfolio
|
Q2 2025
Added 27871.43%
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
1,815
shares
|
$42,616
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
1,698
shares
|
$39,869
0.01% of portfolio
|
Q2 2024
Reduced 34.41%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
1,246
shares
|
$29,256
0.0% of portfolio
|
Q2 2025
Reduced 5.39%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
1,245
shares
|
$29,232
0.0% of portfolio
|
Q2 2025
Reduced 3.49%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
905
shares
|
$21,249
0.0% of portfolio
|
Q2 2025
Added 55.23%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
872
shares
|
$20,474
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
810
shares
|
$19,018
0.0% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
673
shares
|
$15,802
0.0% of portfolio
|
Q2 2025
Added 61.0%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
671
shares
|
$15,755
0.0% of portfolio
|
Q2 2025
Reduced 18.47%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
417
shares
|
$9,791
0.0% of portfolio
|
Q2 2025
Added 10325.0%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
396
shares
|
$9,298
0.0% of portfolio
|
Q2 2025
Added 270.09%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
395
shares
|
$9,274
0.0% of portfolio
|
Q1 2025
Reduced 46.55%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
375
shares
|
$8,805
0.0% of portfolio
|
Q2 2025
Reduced 5.54%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Aug 14, 2025 Q2 2025 |
363
shares
|
$8,523
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Aug 05, 2025 Q2 2025 |
313
shares
|
$7,349
0.0% of portfolio
|
Q2 2025
New holding
|