Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

HERITAGE FINANCIAL CORP /WA/

CIK 0001046025HFWA· quarter ending 2026-06-30

Shares outstanding

40,915,558

as of 2026-07-29 · 10-Q cover page, filed 2026-08-07

Held by 13F filers

33,149,261

81.0% of shares outstanding

Holders

191

+6 vs 2026-03-31 · 28 new, 22 exited

Value

$977.7M

shares +1.0% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-08-07, as of 2026-07-29)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	HFWA · NASDAQ	40,915,558	33,149,261	81.0%	191	42722X106

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine

Count	CUSIP	Class (as filers write it)	Holders	Shares held	Class shares	% of class	Value	Options	Mapped via
	42722X106	COM	191	33,149,261	40,915,558	81.0%	$977.7M	1 call / 0 put	13DG	holders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings.

Top holders (191 of 191 · 42722X106)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	BlackRock, Inc.	5,811,114	14.20%	$172.1M	+249,332 (+4.5%)
2	JENNISON ASSOCIATES LLC	3,538,159	8.65%	$104.8M	+324,686 (+10.1%)
3	VICTORY CAPITAL MANAGEMENT INC	2,360,915	5.77%	$69.9M	-108,400 (-4.4%)
4	DIMENSIONAL FUND ADVISORS LP	2,044,399	5.00%	$60.6M	+87,922 (+4.5%)
5	STATE STREET CORP	1,982,257	4.84%	$58.7M	+185,732 (+10.3%)
6	VANGUARD CAPITAL MANAGEMENT LLC	1,834,712	4.48%	$54.3M	-13,194 (-0.7%)
7	ALLIANCEBERNSTEIN L.P.	1,136,479	2.78%	$29.5M	-8,441 (-0.7%)
8	GEODE CAPITAL MANAGEMENT, LLC	1,103,769	2.70%	$32.7M	+168,967 (+18.1%)
9	VANGUARD PORTFOLIO MANAGEMENT LLC	749,714	1.83%	$22.2M	+96,023 (+14.7%)
10	BASSWOOD CAPITAL MANAGEMENT, L.L.C.	689,010	1.68%	$20.4M	-9,894 (-1.4%)
11	Boston Partners	677,105	1.65%	$20.1M	-13,214 (-1.9%)
12	WELLINGTON MANAGEMENT GROUP LLP	528,113	1.29%	$15.6M	-100,207 (-15.9%)
13	ALGEBRIS (UK) LTD	469,403	1.15%	$13.9M	-49,006 (-9.5%)
14	MORGAN STANLEY	455,987	1.11%	$13.5M	-23,846 (-5.0%)
15	NORTHERN TRUST CORP	440,623	1.08%	$13.1M	+27,507 (+6.7%)
16	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	399,435	0.98%	$11.8M	+22,392 (+5.9%)
17	Bank of New York Mellon Corp	398,963	0.98%	$11.8M	+19,568 (+5.2%)
18	TWO SIGMA INVESTMENTS, LP	389,206	0.95%	$11.5M	-101,204 (-20.6%)
19	Rhino Investment Partners, Inc	373,459	0.91%	$11.1M	+43,000 (+13.0%)
20	MANUFACTURERS LIFE INSURANCE COMPANY, THE	308,640	0.75%	$9.1M	-713 (-0.2%)
21	BRIDGEWAY CAPITAL MANAGEMENT, LLC	301,412	0.74%	$8.9M	+12,833 (+4.4%)
22	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	298,120	0.73%	$8.8M	-135,392 (-31.2%)
23	HEARTLAND ADVISORS INC	275,000	0.67%	$8.1M	—
24	VANGUARD FIDUCIARY TRUST CO	274,788	0.67%	$8.1M	+7,886 (+3.0%)
25	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	264,739	0.65%	$7.8M	-5,300 (-2.0%)
26	Invesco Ltd.	260,870	0.64%	$7.7M	+5,605 (+2.2%)
27	JPMORGAN CHASE & CO	245,754	0.60%	$7.2M	+226,818 (+1197.8%)
28	Nuveen, LLC	244,361	0.60%	$7.2M	+9,387 (+4.0%)
29	GOLDMAN SACHS GROUP INC	243,025	0.59%	$7.2M	-69,032 (-22.1%)
30	ProShare Advisors LLC	237,229	0.58%	$7.0M	-12,719 (-5.1%)
31	Dana Investment Advisors, Inc.	216,374	0.53%	$6.4M	-3,588 (-1.6%)
32	PRINCIPAL FINANCIAL GROUP INC	199,215	0.49%	$5.9M	-373 (-0.2%)
33	BANK OF AMERICA CORP /DE/	187,594	0.46%	$5.6M	-22,844 (-10.9%)
34	Empowered Funds, LLC	178,912	0.44%	$5.3M	+12,833 (+7.7%)
35	KILEY JUERGENS WEALTH MANAGEMENT, LLC	175,064	0.43%	$5.2M	+13 (+0.0%)
36	UBS Group AG	171,498	0.42%	$5.1M	-54,977 (-24.3%)
37	GREAT LAKES ADVISORS, LLC	155,487	0.38%	$4.6M	-15,750 (-9.2%)
38	Russell Investments Group, Ltd.	147,072	0.36%	$4.4M	-51,406 (-25.9%)
39	Public Sector Pension Investment Board	141,570	0.35%	$4.2M	-5,516 (-3.8%)
40	MARTIN & CO INC /TN/	136,107	0.33%	$4.0M	-1,792 (-1.3%)
41	AQR CAPITAL MANAGEMENT LLC	132,958	0.32%	$3.9M	-35,978 (-21.3%)
42	RENAISSANCE TECHNOLOGIES LLC	132,441	0.32%	$3.9M	-55,900 (-29.7%)
43	AMERIPRISE FINANCIAL INC	104,056	0.25%	$3.1M	-2,291 (-2.2%)
44	Quantinno Capital Management LP	103,682	0.25%	$3.1M	+48,537 (+88.0%)
45	AMERICAN CENTURY COMPANIES INC	101,603	0.25%	$3.0M	-1,510 (-1.5%)
46	RHUMBLINE ADVISERS	101,132	0.25%	$3.0M	-5,260 (-4.9%)
47	Legal & General Group Plc	89,971	0.22%	$2.7M	+8,051 (+9.8%)
48	Connor, Clark & Lunn Investment Management Ltd.	85,784	0.21%	$2.5M	+20,951 (+32.3%)
49	Swiss National Bank	82,568	0.20%	$2.4M	+15,400 (+22.9%)
50	ROYAL BANK OF CANADA	81,863	0.20%	$2.4M	+5,735 (+7.5%)
51	DEPRINCE RACE & ZOLLO INC	71,815	0.18%	$2.1M	-59,751 (-45.4%)
52	KEYBANK NATIONAL ASSOCIATION/OH	71,085	0.17%	$2.1M	+4,471 (+6.7%)
53	PRICE T ROWE ASSOCIATES INC /MD/	68,768	0.17%	$2.0M	+18,706 (+37.4%)
54	VOYA INVESTMENT MANAGEMENT LLC	56,409	0.14%	$1.7M	+9,236 (+19.6%)
55	ROYCE & ASSOCIATES LP	55,358	0.14%	$1.6M	-26,838 (-32.7%)
56	SEI INVESTMENTS CO	51,598	0.13%	$1.5M	-27,736 (-35.0%)
57	NWAM LLC	49,474	0.12%	$1.5M	-888 (-1.8%)
58	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	49,342	0.12%	$1.5M	+17,784 (+56.4%)
59	Pacific Asset Management, LLC	49,050	0.12%	$1.5M	—
60	Universal- Beteiligungs- und Servicegesellschaft mbH	47,548	0.12%	$1.4M	-17,397 (-26.8%)
61	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	47,172	0.12%	$1.4M	-2,957 (-5.9%)
62	FIRST TRUST ADVISORS LP	45,872	0.11%	$1.4M	+12,608 (+37.9%)
63	DEUTSCHE BANK AG\	44,651	0.11%	$1.3M	+11,326 (+34.0%)
64	FEDERATED HERMES, INC.	42,298	0.10%	$1.3M	+802 (+1.9%)
65	State of New Jersey Common Pension Fund D	41,685	0.10%	$1.2M	NEW
66	PRUDENTIAL FINANCIAL INC	40,357	0.10%	$1.2M	-65 (-0.2%)
67	WELLS FARGO & COMPANY/MN	40,189	0.10%	$1.2M	+21,744 (+117.9%)
68	CITIGROUP INC	38,816	0.09%	$1.1M	+8,988 (+30.1%)
69	Baird Financial Group, Inc.	38,245	0.09%	$1.1M	—
70	SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	36,594	0.09%	$1.1M	-3,699 (-9.2%)
71	CANADA LIFE ASSURANCE Co	36,139	0.09%	$1.1M	-183 (-0.5%)
72	Fortis Capital Management LLC	35,807	0.09%	$1.1M	NEW
73	Pacific Ridge Capital Partners, LLC	34,627	0.08%	$1.0M	-400 (-1.1%)
74	XTX Topco Ltd	34,519	0.08%	$1.0M	NEW
75	Vanguard Global Advisers, LLC	33,396	0.08%	$989K	-8,673 (-20.6%)
76	Odyssean, LLC	31,917	0.08%	$945K	—
77	VANGUARD ASSET MANAGEMENT, Ltd	31,496	0.08%	$933K	+6,771 (+27.4%)
78	Creative Planning	27,579	0.07%	$817K	+4,741 (+20.8%)
79	Thrivent Financial for Lutherans	27,067	0.07%	$802K	-383 (-1.4%)
80	Freestone Capital Holdings, LLC	26,212	0.06%	$776K	NEW
81	MetLife Investment Management, LLC	24,263	0.06%	$719K	+5,697 (+30.7%)
82	MILLENNIUM MANAGEMENT LLC	24,023	0.06%	$712K	NEW
83	D. E. Shaw & Co., Inc.	23,374	0.06%	$692K	NEW
84	Rafferty Asset Management, LLC	22,075	0.05%	$654K	-7,360 (-25.0%)
85	BARCLAYS PLC	22,018	0.05%	$652K	+162 (+0.7%)
86	Illinois Municipal Retirement Fund	21,158	0.05%	$627K	+2,777 (+15.1%)
87	Badgley Phelps Wealth Managers, LLC	20,971	0.05%	$621K	—
88	HARBOR ADVISORY CORP /MA/	20,550	0.05%	$609K	NEW
89	Bensler, LLC	20,450	0.05%	$606K	—
90	Mengis Capital Management, Inc.	20,310	0.05%	$602K	—
91	Penn Capital Management Company, LLC	20,310	0.05%	$602K	-2,425 (-10.7%)
92	GABELLI FUNDS LLC	20,000	0.05%	$592K	+1,271 (+6.8%)
93	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	19,149	0.05%	$567K	+3,174 (+19.9%)
94	Zurcher Kantonalbank (Zurich Cantonalbank)	18,927	0.05%	$561K	—
95	State of Alaska, Department of Revenue	18,131	0.04%	$536K	-6,717 (-27.0%)
96	Louisiana State Employees Retirement System	18,100	0.04%	$536K	-100 (-0.5%)
97	EP Wealth Advisors, LLC	18,069	0.04%	$535K	+1,255 (+7.5%)
98	Waverly Advisors, LLC	17,124	0.04%	$507K	+5 (+0.0%)
99	Atom Investors LP	15,389	0.04%	$456K	+7,677 (+99.5%)
100	Jupiter Topco LLC	15,340	0.04%	$454K	NEW
101	NEW YORK STATE COMMON RETIREMENT FUND	14,593	0.04%	$432K	+5,000 (+52.1%)
102	FMR LLC	14,477	0.04%	$429K	-15,769 (-52.1%)
103	Tidal Investments LLC	14,132	0.03%	$419K	NEW
104	BNP PARIBAS FINANCIAL MARKETS	13,896	0.03%	$412K	+4,870 (+54.0%)
105	FIFTH THIRD BANCORP	13,531	0.03%	$401K	+56 (+0.4%)
106	MERCER GLOBAL ADVISORS INC /ADV	13,193	0.03%	$391K	+3,470 (+35.7%)
107	SageView Advisory Group, LLC	13,089	0.03%	$388K	-1,060 (-7.5%)
108	Police & Firemen's Retirement System of New Jersey	12,265	0.03%	$363K	+2,820 (+29.9%)
109	SG Americas Securities, LLC	11,827	0.03%	$350K	-7,744 (-39.6%)
110	ARIZONA STATE RETIREMENT SYSTEM	11,349	0.03%	$336K	+2,022 (+21.7%)
111	Vanguard Personalized Indexing Management, LLC	11,087	0.03%	$328K	-753 (-6.4%)
112	AMALGAMATED BANK	11,082	0.03%	$328K	-536 (-4.6%)
113	YOUSIF CAPITAL MANAGEMENT, LLC	10,965	0.03%	$325K	+146 (+1.3%)
114	Jain Global LLC	10,700	0.03%	$317K	NEW
115	LPL Financial LLC	10,543	0.03%	$312K	—
116	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	9,909	0.02%	$294K	—
117	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	9,774	0.02%	$290K	-396 (-3.9%)
118	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	9,378	0.02%	$278K	—
119	KLP KAPITALFORVALTNING AS	9,300	0.02%	$275K	+2,000 (+27.4%)
120	Aspire Capital Advisors LLC	8,764	0.02%	$260K	—
121	Pathstone Holdings, LLC	8,717	0.02%	$258K	-9,740 (-52.8%)
122	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	8,597	0.02%	$255K	—
123	US BANCORP \DE\	8,471	0.02%	$251K	+296 (+3.6%)
124	Jump Financial, LLC	8,130	0.02%	$241K	NEW
125	INTECH INVESTMENT MANAGEMENT LLC	8,047	0.02%	$238K	-686 (-7.9%)
126	State of Tennessee, Department of Treasury	8,026	0.02%	$238K	—
127	Vident Advisory, LLC	7,462	0.02%	$221K	NEW
128	NEUBERGER BERMAN GROUP LLC	7,412	0.02%	$220K	NEW
129	Squarepoint Ops LLC	7,210	0.02%	$214K	NEW
130	COLDSTREAM CAPITAL MANAGEMENT INC	7,030	0.02%	$208K	NEW
131	Sowell Financial Services LLC	6,805	0.02%	$202K	NEW
132	Vanguard Investments Australia, Ltd.	6,789	0.02%	$201K	—
133	GAMMA Investing LLC	6,519	0.02%	$193K	+710 (+12.2%)
134	CGC Financial Services, LLC	6,159	0.02%	$182K	—
135	Institute for Wealth Management, LLC.	3,971	0.01%	$118K	NEW
136	Ameritas Investment Partners, Inc.	3,774	0.01%	$112K	+924 (+32.4%)
137	DekaBank Deutsche Girozentrale	3,763	0.01%	$97K	—
138	JONES FINANCIAL COMPANIES LLLP	3,459	0.01%	$102K	+2,564 (+286.5%)
139	Global Retirement Partners, LLC	3,220	0.01%	$95K	NEW
140	Tower Research Capital LLC (TRC)	2,819	0.01%	$83K	+460 (+19.5%)
141	Parkside Financial Bank & Trust	2,330	0.01%	$69K	-59 (-2.5%)
142	Pinnacle Wealth Planning Services, Inc.	1,975	0.00%	$59K	—
143	NISA INVESTMENT ADVISORS, LLC	1,482	0.00%	$44K	+500 (+50.9%)
144	Allworth Financial LP	1,347	0.00%	$40K	+11 (+0.8%)
145	Arax Advisory Partners	1,235	0.00%	$37K	+1,044 (+546.6%)
146	PNC Financial Services Group, Inc.	1,230	0.00%	$36K	+4 (+0.3%)
147	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	1,197	0.00%	$35K	NEW
148	HANTZ FINANCIAL SERVICES, INC.	1,057	0.00%	$31K	+77 (+7.9%)
149	SIGNATUREFD, LLC	985	0.00%	$29K	+922 (+1463.5%)
150	Salomon & Ludwin, LLC	842	0.00%	$25K	—
151	Sterling Capital Management LLC	838	0.00%	$25K	-292 (-25.8%)
152	OSAIC HOLDINGS, INC.	737	0.00%	$22K	+148 (+25.1%)
153	Versant Capital Management, Inc	706	0.00%	$21K	+265 (+60.1%)
154	Larson Financial Group LLC	638	0.00%	$19K	+61 (+10.6%)
155	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	626	0.00%	$19K	+22 (+3.6%)
156	Rockefeller Capital Management L.P.	606	0.00%	$18K	-14 (-2.3%)
157	BNP PARIBAS ASSET MANAGEMENT Holding S.A.	453	0.00%	$13K	-158 (-25.9%)
158	SIMPLEX TRADING, LLC	438	0.00%	$13K	NEW
159	FIRST HORIZON CORP	395	0.00%	$12K	—
160	Covestor Ltd	375	0.00%	$11K	+358 (+2105.9%)
161	SJS Investment Consulting Inc.	363	0.00%	$11K	NEW
162	Optiver Holding B.V.	362	0.00%	$11K	NEW
163	MassMutual Private Wealth & Trust, FSB	332	0.00%	$10K	-51 (-13.3%)
164	UMB Bank, n.a.	220	0.00%	$7K	+7 (+3.3%)
165	BESSEMER GROUP INC	201	0.00%	$6K	—
166	Triumph Capital Management	200	0.00%	$6K	—
167	LOS ANGELES CAPITAL MANAGEMENT LLC	184	0.00%	$5K	—
168	Farther Finance Advisors, LLC	161	0.00%	$5K	+68 (+73.1%)
169	ROTHSCHILD INVESTMENT LLC	124	0.00%	$4K	—
170	Clearstead Advisors, LLC	122	0.00%	$4K	NEW
171	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	97	0.00%	$3K	—
172	Cedar Mountain Advisors, LLC	79	0.00%	$2K	—
173	Silver Grove Financial Group, Inc.	77	0.00%	$2K	NEW
174	Smartleaf Asset Management LLC	76	0.00%	$2K	—
175	EverSource Wealth Advisors, LLC	70	0.00%	$2K	-1,917 (-96.5%)
176	Physician Wealth Advisors, Inc.	67	0.00%	$2K	—
177	Spire Wealth Management	38	0.00%	$1K	—
178	Keating Financial Advisory Services, Inc.	32	0.00%	$948	—
179	Evolution Advisers, Inc.	28	0.00%	$0	NEW
180	Bruce G. Allen Investments, LLC	24	0.00%	$711	—
181	FARMERS & MERCHANTS INVESTMENTS INC	23	0.00%	$681	—
182	Kilter Group LLC	22	0.00%	$652	—
183	Caitong International Asset Management Co., Ltd	21	0.00%	$622	+11 (+110.0%)
184	Essential Partners LLC	20	0.00%	$592	—
185	Stone House Investment Management, LLC	18	0.00%	$533	—
186	ASSETMARK, INC	14	0.00%	$415	—
187	GILPIN WEALTH MANAGEMENT, LLC	13	0.00%	$386	—
188	Steward Partners Investment Advisory, LLC	8	0.00%	$241	NEW
189	Plante Moran Financial Advisors, LLC	8	0.00%	$237	NEW
190	SBI Securities Co., Ltd.	2	0.00%	$59	+1 (+100.0%)
191	Davis Capital Management	2	0.00%	$59	NEW

Exited since 2026-03-31 (22 filers; largest 22 shown)

LORD, ABBETT & CO. LLC	−272,437
LSV ASSET MANAGEMENT	−74,500
RAYMOND JAMES FINANCIAL INC	−48,827
LAZARD ASSET MANAGEMENT LLC	−40,326
SUSQUEHANNA INTERNATIONAL GROUP, LLP	−27,527
GLOBEFLEX CAPITAL L P	−27,300
Fourthstone LLC	−19,970
GSA CAPITAL PARTNERS LLP	−19,254
STRS OHIO	−19,200
JANUS HENDERSON GROUP PLC	−15,340
Cambria Investment Management, L.P.	−10,413
DRW Securities, LLC	−9,519
CWM, LLC	−9,425
iSAM Funds (UK) Ltd	−9,386
Aster Capital Management (DIFC) Ltd	−6,204
McIlrath & Eck, LLC	−1,698
QUADRANT CAPITAL GROUP LLC	−514
Sound Income Strategies, LLC	−185
Red Tortoise LLC	−149
Root Financial Partners, LLC	−96
MAI Capital Management	−27
IFP Advisors, Inc	−9

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting person	Form	Filed	Event	Shares	% of class
Victory Capital Management, Inc.	SCHEDULE 13G/A	2026-05-11	2026-03-31	2,475,850	6.02%
Jennison Associates LLC	SCHEDULE 13G/A	2026-05-06	2026-03-31	3,213,473	7.8%
Vanguard Capital Management	SCHEDULE 13G	2026-04-30	2026-03-31	2,157,518	5.24%
BlackRock, Inc.	SCHEDULE 13G/A	2026-04-24	2026-03-31	5,464,986	13.3%
Dimensional Fund Advisors LP	SCHEDULE 13G/A	2026-04-09	2026-03-31	1,956,477	4.8%
The Vanguard Group	SCHEDULE 13G/A	2026-03-27	2026-03-13	0	0%
PRUDENTIAL FINANCIAL INC	SCHEDULE 13G/A	2025-05-15	2025-03-31	2,822,688	8.3%
AllianceBernstein L.P.	SCHEDULE 13G/A	2025-02-05	2024-12-31	1,496,664	4.4%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.