HFWA

HERITAGE FINL CORP WASH

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

HFWA (HERITAGE FINL CORP WASH) is held by 102 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: Bullish. In Q1 2026, 1 member of Congress and 66 funds bought HFWA.

102
Holders
(22 Elite)
$752.2M
Total Value
67% (98)
Consensus
66 buying - 32 selling
13F: Insider & Congress:
HFWASmart Money Verdict
View all
Held by 102 funds
22 elite
Who's Trading
InsiderHDHinson DonaldSell $109KJun 9, 2026
ActivistVictory Capital Management, Inc.Victory Capital Management, Inc.6.0%May 11, 2026
ActivistJennison Associates LLCJennison 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
CongressDonald J. TrumpDonald J. TrumpSale $15,001 - $50,000Oct 16, 2025
CongressDonald J. TrumpDonald J. TrumpSale $1,001 - $15,000Sep 2, 2025
CongressDonald J. TrumpDonald J. TrumpBuy $15,001 - $50,000Jul 31, 2025
CongressDonald J. TrumpDonald J. TrumpSale $15,001 - $50,000Apr 28, 2025
Fund
Action
Shares
Value
Weight
Est. P&L
Conviction
Increased
5.6M(+13.2%)$144.6M0.0%+25.15%
34
Increased
3.2M(+3.4%)$83.6M0.1%+41.16%
31
Increased
2.5M(+1.4%)$64.2M0.0%+26.40%
30
Decreased
2M(-1.1%)$50.9M0.0%+58.51%
0
New
1.8M$48M0.0%+12.25%
40
Increased
1.8M(+14.2%)$46.7M0.0%+42.95%
33
Decreased
1.1M(-12.4%)$27.1M0.0%+43.38%
0
Increased
934,802(+10.9%)$24.3M0.0%+34.26%
32
New
690,319$18M0.0%+12.25%
39
New
653,691$17M0.0%+12.25%
39
Increased
628,320(+547.5%)$16.3M0.0%+13.63%
45
Increased
490,410(+82.0%)$12.8M0.0%+26.58%
43
Increased
479,833(+20.1%)$12.5M0.0%+53.96%
33
Decreased
433,512(-14.0%)$11.3M0.0%+53.62%
0
Increased
413,116(+9.7%)$10.7M0.0%+29.51%
30
Increased
379,395(+3.5%)$9.9M0.0%+50.41%
29
Increased
377,043(+15.5%)$9.8M0.0%+44.03%
32
Increased
312,057(+64.5%)$8.1M0.0%+20.39%
40
Decreased
309,353(-1.5%)$8M0.0%+62.62%
0
Decreased
270,039(-4.5%)$7M0.0%+78.00%
0

Showing 1-20 of 107

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

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