| 4 | DIMENSIONAL FUND ADVISORS LP | 2.0M | $60.6M | +4.5% | 4.960% | 0.01% |
| 5 | STATE STREET CORP | 2.0M | $58.7M | +10.3% | 4.809% | 0.00% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 1.8M | $54.3M | -0.7% | 4.451% | 0.00% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 1.1M | $32.7M | +18.1% | 2.678% | 0.00% |
| 8 | ALLIANCEBERNSTEIN L.P. | 1.1M | $29.5M | -0.7% | 2.757% | 0.01% |
| 9 | VANGUARD PORTFOLIO MANAGEMENT LLC | 750K | $22.2M | +14.7% | 1.819% | 0.00% |
| 10 | BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 689K | $20.4M | -1.4% | 1.672% | 0.81% |
| 11 | Boston Partners | 677K | $20.1M | -1.9% | 1.643% | 0.02% |
| 12 | WELLINGTON MANAGEMENT GROUP LLP | 528K | $15.6M | -16.0% | 1.281% | 0.00% |
| 13 | ALGEBRIS (UK) LTD | 469K | $13.9M | -9.4% | 1.139% | 0.91% |
| 14 | MORGAN STANLEY | 456K | $13.5M | -5.0% | 1.106% | 0.00% |
| 15 | NORTHERN TRUST CORP | 441K | $13.1M | +6.7% | 1.069% | 0.00% |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 399K | $11.8M | +5.9% | 0.969% | 0.00% |
| 17 | Bank of New York Mellon Corp | 399K | $11.8M | +5.2% | 0.968% | 0.00% |
| 18 | TWO SIGMA INVESTMENTS, LP | 389K | $11.5M | -20.6% | 0.944% | 0.01% |
| 19 | Rhino Investment Partners, Inc | 373K | $11.1M | +13.0% | 0.906% | 3.35% |
| 20 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 309K | $9.1M | -0.2% | 0.749% | 0.00% |
| 21 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 301K | $8.9M | +4.5% | 0.731% | 0.16% |
| 22 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 298K | $8.8M | -31.2% | 0.723% | 0.00% |
| 23 | HEARTLAND ADVISORS INC | 275K | $8.1M | 0.0% | 0.667% | 0.36% |
| 24 | VANGUARD FIDUCIARY TRUST CO | 275K | $8.1M | +2.9% | 0.667% | 0.00% |
| 25 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 265K | $7.8M | -2.0% | 0.642% | 0.02% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in HFWA — a direct measure of their conviction.
| 83.91% |
| +2.53 pp |
| $674M |
| +1.7% |
| Q4 2024 | 169 | +3.0% | 81.38% | +0.30 pp | $662M | +13% |
| Q3 2024 | 164 | — | 81.08% | — | $586M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
26 institutions opened new positions in HFWA during Q2 2026, while 17 fully exited. 136 added to existing positions and 23 trimmed.
HFWA institutional ownership rose by 0.88 percentage points quarter-over-quarter, with a net change of +7 holders.
The top 10 institutions account for 64.4% of all reported 13F value in HFWA, and the top 25 account for 82.2%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Heritage Financial Corporation (HFWA) Institutional Ownership