Heritage Financial Corporation (HFWA) is held by institutional investors who disclose positions via SEC 13F filings. View the full list of institutional holders on HoldingsIntel.

Are institutions buying or selling HFWA?

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for Heritage Financial Corporation, showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

What is the Smart Money Verdict on HFWA?

The Smart Money Verdict combines four independent signals (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for Heritage Financial Corporation.

Is institutional money flowing into HFWA?

98 institutional investors hold Heritage Financial Corporation (HFWA). View detailed buyer/seller breakdown on HoldingsIntel.

What do hedge funds think about HFWA?

Track institutional sentiment and conviction scores for Heritage Financial Corporation (HFWA) including Smart Money Verdict and position changes on HoldingsIntel.

Heritage Financial Corporation

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

HFWA (Heritage Financial Corporation) is held by 98 institutional investors as of Q4 2025. Largest holders: BlackRock, Inc. ($116.2M), JENNISON ASSOCIATES LLC ($73.5M), VICTORY CAPITAL MANAGEMENT INC ($57.6M). Net institutional sentiment: Mixed.

Holders

Avg rating(7 Elite)

$618M

Total Value

48% (106)

Fund Consensus

45 buying - 49 selling

Smart Money VerdictView all

50Mixed MomentumSplit Signals

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

Held by 98 funds

7 elite

Who's Trading

ActivistDimensional Fund Advisors LP4.8%Apr 9, 2026

13F: Dec 31, 2025Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BlackRock, Inc.	Increased	4.9M(+3.9%)	$116.2M	0.0%	+13.21%	31
JENNISON ASSOCIATES LLC	Increased	3.1M(+0.9%)	$73.5M	0.0%	+26.88%	30
VICTORY CAPITAL MANAGEMENT INC	Decreased	2.4M(-7.3%)	$57.6M	0.0%	+12.81%	0
VANGUARD GROUP INC	Increased	2.4M(+1.9%)	$57.1M	0.0%	+29.70%	30
DIMENSIONAL FUND ADVISORS LP	Decreased	2M(-2.5%)	$46.8M	0.0%	+41.21%	0
STATE STREET CORP	Increased	1.6M(+3.2%)	$37.2M	0.0%	+32.48%	30
ALLIANCEBERNSTEIN L.P.	Decreased	1.3M(-2.8%)	$30.9M	0.0%	+27.74%	0
GEODE CAPITAL MANAGEMENT, LLC	Increased	842,598(+0.5%)	$19.9M	0.0%	+22.23%	28
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	Increased	504,221(+0.3%)	$11.9M	0.0%	+36.86%	28
MORGAN STANLEY	Increased	399,617(+14.7%)	$9.5M	0.0%	+48.22%	32
NORTHERN TRUST CORP	Decreased	376,622(-5.5%)	$8.9M	0.0%	+17.13%	0
Bank of New York Mellon Corp	Increased	366,526(+7.3%)	$8.7M	0.0%	+35.62%	30
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Decreased	326,536(-0.4%)	$7.7M	0.0%	+34.20%	0
MANUFACTURERS LIFE INSURANCE COMPANY, THE	Decreased	314,186(-1.2%)	$7.4M	0.0%	+44.87%	0
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	Increased	282,819(+0.8%)	$6.7M	0.0%	+58.58%	27
RENAISSANCE TECHNOLOGIES LLC	Decreased	277,953(-2.8%)	$6.6M	0.0%	+36.84%	0
TWO SIGMA INVESTMENTS, LP	Increased	269,492(+5.0%)	$6.4M	0.0%	+25.96%	29
Invesco Ltd.	Increased	264,519(+2.8%)	$6.3M	0.0%	+22.87%	28
ProShare Advisors LLC	Decreased	251,929(-2.0%)	$6M	0.0%	+30.20%	0
Nuveen, LLC	Decreased	234,551(-4.2%)	$5.5M	0.0%	+13.27%	0
BANK OF AMERICA CORP /DE/	Increased	220,295(+2.1%)	$5.2M	0.0%	+12.47%	28
TWO SIGMA ADVISERS, LP	Decreased	201,646(-4.1%)	$4.8M	0.0%	+26.90%	0
PRINCIPAL FINANCIAL GROUP INC	Increased	199,178(+5.5%)	$4.7M	0.0%	+48.42%	28
GOLDMAN SACHS GROUP INC	Increased	189,644(+38.7%)	$4.5M	0.0%	+12.53%	35
Russell Investments Group, Ltd.	Increased	184,108(+30.7%)	$4.4M	0.0%	+12.98%	34
AQR CAPITAL MANAGEMENT LLC	Increased	171,160(+32.7%)	$4M	0.0%	+40.42%	34
GREAT LAKES ADVISORS, LLC	Increased	167,708(+2.1%)	$4M	0.0%	+45.63%	27
Empowered Funds, LLC	Increased	152,515(+10.7%)	$3.6M	0.0%	+48.40%	29
ROYCE & ASSOCIATES LP	Decreased	126,639(-25.1%)	$3M	0.0%	+62.30%	0
PUBLIC SECTOR PENSION INVESTMENT BOARD	Decreased	117,717(-11.1%)	$2.8M	0.0%	+18.95%	0
AMERIPRISE FINANCIAL INC	Decreased	111,479(-68.0%)	$2.6M	0.0%	+51.62%	0
UBS Group AG	Increased	106,516(+8.2%)	$2.5M	0.0%	+17.38%	28
AMERICAN CENTURY COMPANIES INC	Decreased	101,844(-8.1%)	$2.4M	0.0%	+43.09%	0
CITADEL ADVISORS LLC	Increased	98,557(+685.9%)	$2.3M	0.0%	+10.28%	42
WELLINGTON MANAGEMENT GROUP LLP	Decreased	97,035(-79.1%)	$2.3M	0.0%	+8.53%	0
RHUMBLINE ADVISERS	Decreased	94,358(-5.5%)	$2.2M	0.0%	+22.87%	0
Legal & General Group Plc	Decreased	89,144(-3.0%)	$2.1M	0.0%	+22.95%	0
ROYAL BANK OF CANADA	Decreased	76,449(-4.7%)	$1.8M	0.0%	+13.32%	0
Swiss National Bank	Unchanged	66,168	$1.6M	0.0%	+20.42%	0
KEYBANK NATIONAL ASSOCIATION/OH	Increased	65,048(+0.6%)	$1.5M	0.0%	+18.71%	26
BARCLAYS PLC	Increased	64,554(+28.8%)	$1.5M	0.0%	+24.92%	32
Universal- Beteiligungs- und Servicegesellschaft mbH	Increased	59,865(+3.1%)	$1.4M	0.0%	+10.68%	26
JANE STREET GROUP, LLC	Increased	49,868(+6.5%)	$1.2M	0.0%	+17.67%	27
RAYMOND JAMES FINANCIAL INC	Decreased	49,417(-2.9%)	$1.2M	0.0%	+13.15%	0
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	Decreased	48,090(-6.4%)	$1.1M	0.0%	+21.17%	0
VOYA INVESTMENT MANAGEMENT LLC	Increased	47,317(+1.4%)	$1.1M	0.0%	+16.36%	25
SEI INVESTMENTS CO	Increased	45,500(+176.7%)	$1.1M	0.0%	+13.08%	41
WELLS FARGO & COMPANY/MN	Increased	43,106(+50.7%)	$1M	0.0%	+27.72%	35
Quantinno Capital Management LP	Increased	42,460(+21.5%)	$1M	0.0%	+10.95%	30
Baird Financial Group, Inc.	Unchanged	38,245	$904,494	0.0%	+34.98%	0
FEDERATED HERMES, INC.	Increased	37,848(+15.2%)	$895,105	0.0%	+8.12%	29
LAZARD ASSET MANAGEMENT LLC	Unchanged	33,129	$783,501	0.0%	+13.14%	0
PRUDENTIAL FINANCIAL INC	Decreased	31,862(-6.8%)	$753,536	0.0%	+61.03%	0
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	Decreased	31,813(-0.1%)	$752,377	0.0%	+15.17%	0
JPMORGAN CHASE & CO	Decreased	31,511(-14.8%)	$745,235	0.0%	+13.08%	0
DEUTSCHE BANK AG\	Increased	28,546(+7.7%)	$675,113	0.0%	+21.55%	26
FIRST TRUST ADVISORS LP	Decreased	28,406(-0.8%)	$671,801	0.0%	+19.18%	0
CITIGROUP INC	Decreased	26,115(-29.4%)	$617,620	0.0%	+13.30%	0
Rafferty Asset Management, LLC	Decreased	26,101(-9.3%)	$617,289	0.0%	+37.46%	0
STRS OHIO	Unchanged	22,500	$532,125	0.0%	+76.99%	0
Connor, Clark & Lunn Investment Management Ltd.	New	22,248	$526,165	0.0%	+10.54%	33
MetLife Investment Management, LLC	Unchanged	20,422	$482,980	0.0%	+19.22%	0
GABELLI FUNDS LLC	Unchanged	18,729	$442,941	0.0%	+13.37%	0
Waverly Advisors, LLC	New	17,317	$409,547	0.0%	+10.54%	33
EP Wealth Advisors, LLC	New	16,261	$384,573	0.0%	+10.54%	33
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	Increased	15,869(+0.7%)	$375,302	0.0%	+50.76%	24
JANUS HENDERSON GROUP PLC	Unchanged	15,340	$362,868	0.0%	+17.71%	0
INTECH INVESTMENT MANAGEMENT LLC	Decreased	14,014(-61.0%)	$331,431	0.0%	+26.98%	0
TUDOR INVESTMENT CORP ET AL	New	13,762	$325,471	0.0%	+10.54%	33
COMERICA BANK	Decreased	11,717(-13.8%)	$277,107	0.0%	+79.15%	0
Zurcher Kantonalbank (Zurich Cantonalbank)	Unchanged	10,991	$259,937	0.0%	+20.27%	0
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	Decreased	9,909(-11.3%)	$234,348	0.0%	+20.52%	0
NEW YORK STATE COMMON RETIREMENT FUND	Unchanged	9,593	$226,874	0.0%	+21.13%	0
YOUSIF CAPITAL MANAGEMENT, LLC	Decreased	9,122(-13.0%)	$226,682	0.0%	+27.98%	0
Arizona State Retirement System	Decreased	9,451(-6.2%)	$223,516	0.0%	+29.49%	0
Police & Firemen's Retirement System of New Jersey	Unchanged	9,445	$223,374	0.0%	+12.48%	0
State of Tennessee, Department of Treasury	Decreased	8,026(-7.3%)	$207,152	0.0%	+17.38%	0
BNP PARIBAS FINANCIAL MARKETS	Increased	8,494(+0.4%)	$200,883	0.0%	+20.50%	23
US BANCORP \DE\	Unchanged	8,084	$191,187	0.0%	+39.48%	0
KLP KAPITALFORVALTNING AS	Increased	7,300(+14.1%)	$172,645	0.0%	+12.97%	26
FMR LLC	Decreased	5,984(-8.4%)	$141,514	0.0%	+12.88%	0
Allworth Financial LP	Decreased	1,290(-0.9%)	$30,509	0.0%	+50.25%	0
PNC FINANCIAL SERVICES GROUP, INC.	Decreased	1,197(-3.6%)	$28,309	0.0%	+35.83%	0
NISA INVESTMENT ADVISORS, LLC	Increased	899(+342.9%)	$21,261	0.0%	+13.50%	30
LOS ANGELES CAPITAL MANAGEMENT LLC	New	813	$18,252	0.0%	+10.54%	26
Rockefeller Capital Management L.P.	Decreased	607(-8.2%)	$14,356	0.0%	+8.53%	0
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	Decreased	595(-0.2%)	$14,072	0.0%	+15.45%	0
OSAIC HOLDINGS, INC.	Decreased	563(-27.6%)	$13,315	0.0%	+32.89%	0
FIFTH THIRD BANCORP	Decreased	392(-1.0%)	$9,271	0.0%	+56.80%	0
Optiver Holding B.V.	Decreased	168(-4.5%)	$3,973	0.0%	+8.53%	0
JONES FINANCIAL COMPANIES LLLP	Increased	104(+2500.0%)	$2,460	0.0%	+10.65%	13
Farther Finance Advisors, LLC	Increased	98(+48.5%)	$2,322	0.0%	+15.53%	11
PRICE T ROWE ASSOCIATES INC /MD/	Increased	43,248(+9.2%)	$1,023	0.0%	+15.04%	12
MAI Capital Management	New	25	$592	0.0%	+10.54%	17
ASSETMARK, INC	Unchanged	14	$331	0.0%	+13.37%	0
SIMPLEX TRADING, LLC	Decreased	9(-97.5%)	$212	0.0%	+13.37%	0
CIBC Private Wealth Group LLC	New	8	$189	0.0%	+10.54%	17
BNP Paribas Asset Management Holding S.A.	Increased	427(+51.4%)	$10	0.0%	+12.39%	11
LPL Financial LLC	Exited	0(-100.0%)	$218,097	0.0%	-1.82%	0
FRANKLIN RESOURCES INC	Exited	0(-100.0%)	$511,981	0.0%	+2.51%	0
Verition Fund Management LLC	Exited	0(-100.0%)	$210,090	0.0%	-1.82%	0
HRT FINANCIAL LP	Exited	0(-100.0%)	$261	0.0%	-1.82%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Exited	0(-100.0%)	$459,392	0.0%	+7.06%	0
Wealthspire Advisors, LLC	Exited	0(-100.0%)	$9,071	0.0%	-1.82%	0
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Exited	0(-100.0%)	$209,171	0.0%	+2.55%	0
MILLENNIUM MANAGEMENT LLC	Exited	0(-100.0%)	$379,783	0.0%	+18.16%	0

Heritage Financial Corporation

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