HFWA

Heritage Financial CORP

+$149.6M

Net Activity

Institutions Holding

183

Popularity Rank

#3119

Avg Weight

0.05%

Total Value

$849.1M

Ownership Trend

183 institutions currently hold HFWA, with 102 net buyers and 57 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

57

Net Buying Institutions

102

Key Holders

Key Holders

Top 5 by Value

BI
BlackRock, Inc.
$144.6M
JA
Jennison Associates LLC
$83.6M
VC
Victory Capital Management INC
$64.2M
DF
Dimensional Fund Advisors LP
$50.9M
VC
Vanguard Capital Management LLC
$48.0M

Top 5 by Conviction

RI
Rhino Investment Partners, Inc
2.39%
A(
Algebris (uk) LTD
0.97%
BC
Basswood Capital Management, L.l.c.
0.86%
KJ
Kiley Juergens Wealth Management, LLC
0.80%
M&
Martin & Co INC /tn/
0.61%
View all 183 holding institutions

Quarterly Activity

Recent Activity

+$577.6M

Total Buy Value

$193.6M

Total Sell Value

New buy19
Trim46
Add83
Sold out11

102

Net Buyers

57

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

1

Filings (90d)

$109K

Total Est. Value

4K shares

Planned Shares

Last Filed 2026-06-09
FilerFiling DateEst. Value
Hinson Donald2026-06-09$109K

Form 144 is a planned sale notice, not an executed transaction. Form 144 Tracker。

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding HERITAGE FINANCIAL CORP (HFWA)?
Major stakeholders currently include BlackRock, Inc. ($144.6M), Jennison Associates LLC ($83.6M), Victory Capital Management INC ($64.2M). Based on the latest 13F filings, there are a total of 183 tracked investment funds and institutions maintaining positions in HFWA.
What is the overall institutional sentiment toward HFWA recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $149.6M, driven by 102 managers accumulating shares while 57 reduced their exposure.
Which institutions have been selling or reducing their HFWA positions?
In the latest period, 46 funds trimmed their holdings, and 11 managers completely exited their positions. The aggregate reported sell value was $193.6M.
Are there any notable investors adding HFWA to their portfolios?
Yes, buying activity remains notable. 19 institutions opened new positions in {ticker}, and 83 existing holders added to their shares. The total reported buy value for the quarter amounted to $577.6M.

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