HERITAGE FINL CORP WASH

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

HFWA (HERITAGE FINL CORP WASH) is held by 97 institutional investors as of Q1 2026. Largest holders: BlackRock, Inc. ($144.6M), JENNISON ASSOCIATES LLC ($83.6M), VICTORY CAPITAL MANAGEMENT INC ($64.2M). Net institutional sentiment: Mixed.

97

Holders

Avg rating(7 Elite)

$677.2M

Total Value

65% (103)

Fund Consensus

61 buying - 33 selling

Smart Money Verdict

View all

57Mixed MomentumStrong Convergence

Institutional (13F)63

Insider (Form 4)53

Activist (13D/13G)50

Congressional (STOCK Act)

No data

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See how HFWA's score breaks down across 4 SEC sources

Holder Quality

7

★★★★★

Elite

31

★★★★

Strong

34

★★★

Solid

27

★★

Below

4

★

Weak

Held by 97 funds

7 elite

Who's Trading

ActivistVictory Capital Management, Inc.6.0%May 11, 2026

ActivistJennison Associates LLC7.8%May 6, 2026

InsiderVLVANCE BRIAN LExercise 2K shMay 1, 2026

InsiderLSLYON JEFFREY SExercise 2K shMay 1, 2026

InsiderCBCHARNESKI BRIANExercise 2K shMay 1, 2026

InsiderETEllwanger Kimberly TExercise 2K shMay 1, 2026

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13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (97)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BlackRock, Inc.	Increased	5.6M(+13.2%)	$144.6M	0.0%	+10.73%	34
JENNISON ASSOCIATES LLC	Increased	3.2M(+3.4%)	$83.6M	0.1%	+24.90%	31
VICTORY CAPITAL MANAGEMENT INC	Increased	2.5M(+1.4%)	$64.2M	0.0%	+11.84%	30
DIMENSIONAL FUND ADVISORS LP	Decreased	2M(-1.1%)	$50.9M	0.0%	+40.24%	0
STATE STREET CORP	Increased	1.8M(+14.2%)	$46.7M	0.0%	+26.47%	33
ALLIANCEBERNSTEIN L.P.	Decreased	1.1M(-12.4%)	$27.1M	0.0%	+26.86%	0
GEODE CAPITAL MANAGEMENT, LLC	Increased	934,802(+10.9%)	$24.3M	0.0%	+18.79%	32
Boston Partners	New	690,319	$18M	0.0%	-0.69%	39
WELLINGTON MANAGEMENT GROUP LLP	Increased	628,320(+547.5%)	$16.3M	0.0%	+0.53%	45
TWO SIGMA INVESTMENTS, LP	Increased	490,410(+82.0%)	$12.8M	0.0%	+12.00%	43
MORGAN STANLEY	Increased	479,833(+20.1%)	$12.5M	0.0%	+36.22%	33
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	Decreased	433,512(-14.0%)	$11.3M	0.0%	+35.92%	0
NORTHERN TRUST CORP	Increased	413,116(+9.7%)	$10.7M	0.0%	+14.59%	30
Bank of New York Mellon Corp	Increased	379,395(+3.5%)	$9.9M	0.0%	+33.08%	29
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Increased	377,043(+15.5%)	$9.8M	0.0%	+27.44%	32
GOLDMAN SACHS GROUP INC	Increased	312,057(+64.5%)	$8.1M	0.0%	+6.52%	40
MANUFACTURERS LIFE INSURANCE COMPANY, THE	Decreased	309,353(-1.5%)	$8M	0.0%	+43.88%	0
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	Decreased	270,039(-4.5%)	$7M	0.0%	+57.49%	0
Invesco Ltd.	Decreased	255,265(-3.5%)	$6.6M	0.0%	+22.02%	0
ProShare Advisors LLC	Decreased	249,948(-0.8%)	$6.5M	0.0%	+29.31%	0

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer