HERITAGE FINL CORP WASH

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HFWA·42722X106·US·Common Stock·Financial Services - Banks - Regional-13D/G

HFWA (HERITAGE FINL CORP WASH) is held by 109 institutional investors as of Q2 2026. Largest holders: BlackRock, Inc. ($172.1M), JENNISON ASSOCIATES LLC ($104.8M), VICTORY CAPITAL MANAGEMENT INC ($69.9M). Net institutional sentiment: Mixed.

109

Holders

(8 Elite)

$878.6M

Total Value

60% (106)

Consensus

64 buying - 42 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)70

Insider (Form 4)63

Activist (13D/13G)26

Congressional (STOCK Act)40

Holder Quality

49

★★★★★

Elite

61

★★★★

Strong

57

★★★

Solid

15

★★

Below

78

★

Weak

Held by 109 funds

8 elite

Who's Trading

Source dates: Price Oct 15, 2026 · Insiders Sep 15, 2026 · Activists Oct 8, 2026 · Congress none

ActivistDimensional Fund Advisors LP5.5%Oct 8, 2026

InsiderRBRivera Frederick BSell $37KSep 15, 2026

InsiderCBCHARNESKI BRIANSell $399KSep 3, 2026

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Top Holders

Top Holders (109)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BlackRock, Inc.	Increased	5.8M(+4.5%)	$172.1M	0.0%	+14.46%	32
JENNISON ASSOCIATES LLC	Increased	3.5M(+10.1%)	$104.8M	0.1%	+25.54%	33
VICTORY CAPITAL MANAGEMENT INC	Decreased	2.4M(-4.4%)	$69.9M	0.0%	+17.14%	0
DIMENSIONAL FUND ADVISORS LP	Increased	2M(+4.5%)	$60.6M	0.0%	+30.12%	31
STATE STREET CORP	Increased	2M(+10.3%)	$58.7M	0.0%	+24.19%	33
VAVANGUARD CAPITAL MANAGEMENT LLC	Decreased	1.8M(-0.7%)	$54.3M	0.0%	+5.16%	0
GEODE CAPITAL MANAGEMENT, LLC	Increased	1.1M(+18.1%)	$32.7M	0.0%	+18.57%	34
ALLIANCEBERNSTEIN L.P.	Decreased	1.1M(-0.7%)	$29.5M	0.0%	+33.78%	0
VPVANGUARD PORTFOLIO MANAGEMENT LLC	Increased	749,714(+14.7%)	$22.2M	0.0%	+3.18%	33
Boston Partners	Decreased	677,105(-1.9%)	$20.1M	0.0%	+5.16%	0
WELLINGTON MANAGEMENT GROUP LLP	Decreased	528,113(-15.9%)	$15.6M	0.0%	+6.60%	0
MORGAN STANLEY	Decreased	455,987(-5.0%)	$13.5M	0.0%	+43.59%	0
NORTHERN TRUST CORP	Increased	440,623(+6.7%)	$13.1M	0.0%	+18.19%	30
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Increased	399,435(+5.9%)	$11.8M	0.0%	+30.84%	30
Bank of New York Mellon Corp	Increased	398,963(+5.2%)	$11.8M	0.0%	+29.95%	29
TWO SIGMA INVESTMENTS, LP	Decreased	389,206(-20.6%)	$11.5M	0.0%	+18.55%	0
MANUFACTURERS LIFE INSURANCE COMPANY, THE	Decreased	308,640(-0.2%)	$9.1M	0.0%	+52.78%	0
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	Decreased	298,120(-31.2%)	$8.8M	0.0%	+42.22%	0
VFVANGUARD FIDUCIARY TRUST CO	Increased	274,788(+3.0%)	$8.1M	0.0%	+4.71%	28
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	Decreased	264,739(-2.0%)	$7.8M	0.0%	+65.39%	0

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer