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 |
|---|---|---|---|---|---|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
204
shares
|
$4,789
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
182
shares
|
$4,273
0.0% of portfolio
|
Q2 2025
Reduced 46.31%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
149
shares
|
$3,498
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
131
shares
|
$3,075
0.0% of portfolio
|
Q2 2025
Reduced 71.71%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
111
shares
|
$2,606
0.0% of portfolio
|
Q2 2025
Added 117.65%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
107
shares
|
$2,512
0.0% of portfolio
|
Q2 2025
Added 270.09%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
102
shares
|
$2,394
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
98
shares
|
$2,301
0.0% of portfolio
|
Q2 2025
Added 13.95%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
95
shares
|
$2,230
0.0% of portfolio
|
Q2 2025
Added 35.71%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
92
shares
|
$2,160
0.0% of portfolio
|
Q2 2025
Reduced 38.67%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
92
shares
|
$2,160
0.0% of portfolio
|
Q2 2025
Added 76.92%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
80
shares
|
$1,878
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
63
shares
|
$1,479
0.0% of portfolio
|
Q4 2021
Reduced 1.56%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
58
shares
|
$1,361
0.0% of portfolio
|
Q2 2025
Reduced 18.31%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
47
shares
|
$1,103
0.0% of portfolio
|
Q2 2025
Reduced 7.84%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
46
shares
|
$1,080
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
43
shares
|
$1,009
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
31
shares
|
$727
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
30
shares
|
$704
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
28
shares
|
$657
0.0% of portfolio
|
Q3 2023
Reduced 65.0%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
26
shares
|
$610
0.0% of portfolio
|
Q1 2023
Added 13.04%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
26
shares
|
$610
0.0% of portfolio
|
Q2 2024
Reduced 27.78%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
21
shares
|
$493
0.0% of portfolio
|
Q2 2024
Added 162.5%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
14
shares
|
$328
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
13
shares
|
$305
0.0% of portfolio
|
Q2 2025
Reduced 18.75%
|