HFWA
Heritage Financial Corporation · Financial Services · Banks - Regional
Momentum inputs (comparable managers):
holder breadth +14.3% ·
share flow +2.3% ·
net new positions +12.5%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | +1 | 18.67K | $514,756 | +1 | −1 |
| Q2 2026 | 74 | +4 | 27.76M | $818.00M | +7 | −3 |
| Q1 2026 | 73 | 0 | 27.20M | $704.65M | +5 | −5 |
| Q4 2025 | 73 | -1 | 25.16M | $594.98M | n/a | −1 |
| Q3 2025 | 16 | +2 | 11.73M | $283.71M | +2 | n/a |
| Q2 2025 | 11 | -1 | 10.91M | $260.06M | n/a | −1 |
| Q1 2025 | 9 | -2 | 3.62M | $88.00M | n/a | −2 |
| Q4 2024 | 11 | 0 | 3.68M | $90.10M | +1 | −1 |
| Q3 2024 | 10 | 0 | 2.05M | $44.57M | n/a | n/a |
| Q2 2024 | 10 | n/a | 2.20M | $39.72M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 4.73M | -3.4% | $114.35M | 0.0% | ▼ Trim | 2 | SEC ↗ ×10 |
| 2 | The Vanguard Group ✦ (passive) | 2.37M | -2.2% | $57.26M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 3 | State Street Global Advisors ✦ (passive) | 1.52M | -3.9% | $36.88M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passive) | 838.43K | +1.3% | $20.28M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 5 | Arrowstreet Capital ✦ | 502.87K | -0.3% | $12.16M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 6 | Wellington Management ✦ | 463.40K | New | $11.21M | 0.0% | New | 1 | SEC ↗ ×3 |
| 7 | Morgan Stanley ✦ | 348.53K | n/a | $8.43M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 8 | Renaissance Technologies ✦ | 285.83K | -11.1% | $6.91M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 9 | Two Sigma Investments ✦ | 256.57K | +40.2% | $6.21M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 10 | Goldman Sachs Group ✦ | 136.73K | n/a | $3.31M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | AQR Capital Management ✦ | 128.97K | +12.5% | $3.12M | 0.0% | ▲ Add | 6 | SEC ↗ ×5 |
| 12 | JPMorgan Chase ✦ | 73.99K | n/a | $1.79M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 13 | T. Rowe Price ✦ | 39.61K | +14.6% | $959,000 | 0.0% | ▲ Add | 6 | SEC ↗ |
| 14 | Millennium Management ✦ | 15.70K | +7.2% | $379,783 | 0.0% | ▲ Add | 6 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 12.54K | New | $303,343 | 0.0% | New | 1 | SEC ↗ ×2 |
| 16 | Fidelity (FMR) ✦ | 6.53K | +9.8% | $158,018 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Wellington Management | $11.21M | 0.0% |
| Citadel Advisors | $303,343 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 183 holders, 32.78M shares, $835.38M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Director · 1.30K sh · $37,134
Director · 13.68K sh · $399,091
Officer · 3.69K sh · $111,129
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology