HERITAGE FINANCIAL CORP /WA/

HFWANASDAQ

$28.14+0.25 (+0.90%)as of Oct 2, 2026

Legend

Insider buy

Insider sell

Congress buy

Congress sell

Hedge Funds
bought vs soldGreener markers show more buyers; redder markers show more sellers.

Company share activityNet buybacksNo changeNet dilution

Marker size reflects transaction size.

Insider buy
Insider sell
Congress buy
Congress sell
Hedge Funds bought vs sold

Share activityNet buybacksNo changeNet dilution

Marker size reflects transaction size. Greener fund markers mean more buyers.

Insider Buy
Insider Sell
Congress Buy
Congress Sell
Hedge funds bought vs sold
BuybackNo changeNet dilution

HERITAGE FINANCIAL CORP /WA/ price and activity chart data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (+17.1%). 0 insider or congressional trades plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
Date	Category	Person	Role	Action	Amount	Change in holding

Largest institutional holders

13F · Q2 2026

Fund	% of company held	Value	% of portfolio	Quarterly activity
BlackRock, Inc.	14.21%	$172M	0.00%	Not reported
Jennison Associates LLC	8.65%	$105M	0.06%	Add 10.10%
Victory Capital Management Inc	5.77%	$69.9M	0.04%	Not reported
Dimensional Fund Advisors LP	5.00%	$60.6M	0.01%	Not reported
State Street Corp	4.85%	$58.7M	0.00%	Not reported
Vanguard Capital Management LLC	4.49%	$54.3M	0.00%	Not reported
Alliancebernstein L.P.	2.78%	$29.5M	0.01%	Not reported
Geode Capital Management, LLC	2.70%	$32.7M	0.00%	Not reported
Vanguard Portfolio Management LLC	1.83%	$22.2M	0.00%	Not reported
Basswood Capital Management, L.L.C.	1.68%	$20.4M	0.81%	Reduce 1.42%
Wellington Management Group LLP	1.29%	$15.6M	0.00%	Reduce 15.95%
Algebris (Uk) Ltd	1.15%	$13.9M	0.91%	Reduce 9.45%
Morgan Stanley	1.11%	$13.5M	0.00%	Not reported
Northern Trust Corp	1.08%	$13.1M	0.00%	Not reported
Charles Schwab Investment Management Inc	0.98%	$11.8M	0.00%	Not reported
Bank of New York Mellon Corp	0.98%	$11.8M	0.00%	Not reported
Two Sigma Investments, LP	0.95%	$11.5M	0.01%	Not reported
Rhino Investment Partners, Inc	0.91%	$11.1M	3.35%	Add 13.01%
Manufacturers Life Insurance Company, the	0.75%	$9.14M	0.01%	Not reported
Bridgeway Capital Management, LLC	0.74%	$8.93M	0.16%	Not reported
Arrowstreet Capital, Limited Partnership	0.73%	$8.83M	0.00%	Not reported
Heartland Advisors Inc	0.67%	$8.15M	0.36%	Not reported
Vanguard Fiduciary Trust Co	0.67%	$8.14M	0.00%	Not reported
Hotchkis & Wiley Capital Management LLC	0.65%	$7.84M	0.02%	Reduce 1.96%
Invesco Ltd.	0.64%	$7.73M	0.00%	Not reported
JPMorgan Chase & Co	0.60%	$7.23M	0.00%	Not reported
Nuveen, LLC	0.60%	$7.24M	0.00%	Not reported
Goldman Sachs Group Inc	0.59%	$7.2M	0.00%	Not reported
ProShare Advisors LLC	0.58%	$7.03M	0.01%	Not reported
Dana Investment Advisors, Inc.	0.53%	$6.41M	0.17%	Reduce 1.63%
Principal Financial Group Inc	0.49%	$5.9M	0.00%	Not reported
Bank of America Corp	0.46%	$5.56M	0.00%	Not reported
Empowered Funds, LLC	0.44%	$5.3M	0.03%	Add 7.73%
Kiley Juergens Wealth Management, LLC	0.43%	$5.19M	0.81%	Not reported
UBS Group AG	0.42%	$5.08M	0.00%	Not reported
Great Lakes Advisors, LLC	0.38%	$4.61M	0.04%	Reduce 9.20%
Russell Investments Group, Ltd.	0.36%	$4.36M	0.00%	Not reported
Public Sector Pension Investment Board	0.35%	$4.19M	0.01%	Reduce 3.75%
Martin & Co Inc	0.33%	$4.03M	0.63%	Reduce 1.30%
AQR Capital Management LLC	0.33%	$3.94M	0.00%	Not reported
Renaissance Technologies LLC	0.32%	$3.92M	0.01%	Not reported
Ameriprise Financial Inc	0.25%	$3.08M	0.00%	Not reported
Quantinno Capital Management LP	0.25%	$3.07M	0.00%	Add 88.02%
American Century Companies Inc	0.25%	$3.01M	0.00%	Not reported
Rhumbline Advisers	0.25%	$3M	0.00%	Not reported
Legal & General Group Plc	0.22%	$2.66M	0.00%	Not reported
Swiss National Bank	0.20%	$2.45M	0.00%	Not reported
Royal Bank of Canada	0.20%	$2.43M	0.00%	Not reported
Deprince Race & Zollo Inc	0.18%	$2.13M	0.04%	Reduce 45.42%
Keybank National Association	0.17%	$2.11M	0.01%	Add 6.71%

50 of 179 holders

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