OLYMPIA, WA
HERITAGE FINANCIAL CORP /WA/HFWA— Latest position per institution from SEC 13F filings
15
Institutional holders
31.71M
Total shares held
776.27M
Estimated value
1.59M
Avg. position size
BLACKROCK, INC.
CIK 2012383
Shares
5.56M
Value
144.61M
Filed
Mar 31, 2026
BLACKROCK FINANCE, INC.
CIK 1364742
Shares
4.98M
Value
89.82M
Filed
Jun 30, 2024
JENNISON ASSOCIATES LLC
CIK 53417
Shares
3.21M
Value
83.55M
Filed
Mar 31, 2026
VICTORY CAPITAL MANAGEMENT INC
CIK 1040188
Shares
2.47M
Value
64.20M
Filed
Mar 31, 2026
VANGUARD GROUP INC
CIK 102909
Shares
2.41M
Value
57.05M
Filed
Dec 31, 2025
DIMENSIONAL FUND ADVISORS LP
CIK 354204
Shares
1.96M
Value
50.87M
Filed
Mar 31, 2026
VANGUARD CAPITAL MANAGEMENT LLC
CIK 2100119
Shares
1.85M
Value
48.05M
Filed
Mar 31, 2026
STATE STREET CORP
CIK 93751
Shares
1.80M
Value
46.71M
Filed
Mar 31, 2026
ALLIANCEBERNSTEIN L.P.
CIK 1109448
Shares
1.14M
Value
27.08M
Filed
Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC
CIK 1214717
Shares
934.80K
Value
24.31M
Filed
Mar 31, 2026
BASSWOOD CAPITAL MANAGEMENT, L.L.C.
CIK 1085393
Shares
698.90K
Value
18.17M
Filed
Mar 31, 2026
BOSTON PARTNERS
CIK 1386060
Shares
690.32K
Value
17.96M
Filed
Mar 31, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC
CIK 2100121
Shares
653.69K
Value
17M
Filed
Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP
CIK 902219
Shares
628.32K
Value
16.34M
Filed
Mar 31, 2026
ALGEBRIS (UK) LTD
CIK 1700286
Shares
518.41K
Value
13.46M
Filed
Mar 31, 2026
TWO SIGMA INVESTMENTS, LP
CIK 1179392
Shares
490.41K
Value
12.75M
Filed
Mar 31, 2026
MORGAN STANLEY
CIK 895421
Shares
479.83K
Value
12.48M
Filed
Mar 31, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
CIK 1164508
Shares
433.51K
Value
11.27M
Filed
Mar 31, 2026
NORTHERN TRUST CORP
CIK 73124
Shares
413.12K
Value
10.74M
Filed
Mar 31, 2026
BANK OF NEW YORK MELLON CORP
CIK 1390777
Shares
379.39K
Value
9.86M
Filed
Mar 31, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | BLACKROCK, INC. | 2012383 | 5.56M | 144.61M | Mar 31, 2026 |
| 2 | BLACKROCK FINANCE, INC. | 1364742 | 4.98M | 89.82M | Jun 30, 2024 |
| 3 | JENNISON ASSOCIATES LLC | 53417 | 3.21M | 83.55M | Mar 31, 2026 |
| 4 | VICTORY CAPITAL MANAGEMENT INC | 1040188 | 2.47M | 64.20M | Mar 31, 2026 |
| 5 | VANGUARD GROUP INC | 102909 | 2.41M | 57.05M | Dec 31, 2025 |
| 6 | DIMENSIONAL FUND ADVISORS LP | 354204 | 1.96M | 50.87M | Mar 31, 2026 |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | 2100119 | 1.85M | 48.05M | Mar 31, 2026 |
| 8 | STATE STREET CORP | 93751 | 1.80M | 46.71M | Mar 31, 2026 |
| 9 | ALLIANCEBERNSTEIN L.P. | 1109448 | 1.14M | 27.08M | Mar 31, 2026 |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 1214717 | 934.80K | 24.31M | Mar 31, 2026 |
| 11 | BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 1085393 | 698.90K | 18.17M | Mar 31, 2026 |
| 12 | BOSTON PARTNERS | 1386060 | 690.32K | 17.96M | Mar 31, 2026 |
| 13 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2100121 | 653.69K | 17M | Mar 31, 2026 |
| 14 | WELLINGTON MANAGEMENT GROUP LLP | 902219 | 628.32K | 16.34M | Mar 31, 2026 |
| 15 | ALGEBRIS (UK) LTD | 1700286 | 518.41K | 13.46M | Mar 31, 2026 |
| 16 | TWO SIGMA INVESTMENTS, LP | 1179392 | 490.41K | 12.75M | Mar 31, 2026 |
| 17 | MORGAN STANLEY | 895421 | 479.83K | 12.48M | Mar 31, 2026 |
| 18 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1164508 | 433.51K | 11.27M | Mar 31, 2026 |
| 19 | NORTHERN TRUST CORP | 73124 | 413.12K | 10.74M | Mar 31, 2026 |
| 20 | BANK OF NEW YORK MELLON CORP | 1390777 | 379.39K | 9.86M | Mar 31, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.