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Who owns Heritage Financial (HFWA) stock

181 funds reported Heritage Financial (HFWA) shares in their latest 13F filings, worth $987M in all. The largest holder is BlackRock ($172M). Last quarter 82 funds added to their stakes and 68 cut them.

Largest holders of HFWA (13F)Largest holders of HFWA (13F)BlackRock$172MJennison Associates LLC$105MVictory Capital Management$69.9MDimensional Fund Advisors LP$60.6MState Street$58.7MVanguard Group$57.1MVanguard Capital Management LLC$54.3MGeode Capital Management, LLC$32.7MAlliancebernstein L.P.$29.5MVanguard Portfolio Management LLC$22.2M

Largest holders (13F)

FundSharesValueChangeQuarter
BlackRock5,811,114$172Mincrease2026-06-30
Jennison Associates LLC3,538,159$105Mincrease2026-06-30
Victory Capital Management2,360,915$69.9Mdecrease2026-06-30
Dimensional Fund Advisors LP2,044,399$60.6Mincrease2026-06-30
State Street1,982,257$58.7Mincrease2026-06-30
Vanguard Group2,412,325$57.1Mincrease2025-12-31
Vanguard Capital Management LLC1,834,712$54.3Mdecrease2026-06-30
Geode Capital Management, LLC1,103,769$32.7Mincrease2026-06-30
Alliancebernstein L.P.1,136,479$29.5Mdecrease2026-06-30
Vanguard Portfolio Management LLC749,714$22.2Mincrease2026-06-30
Basswood Capital Management, L.L.C.689,010$20.4Mdecrease2026-06-30
Boston Partners677,105$20.1Mdecrease2026-06-30
Wellington Management Group LLP528,113$15.6Mdecrease2026-06-30
Morgan Stanley455,987$13.5Mdecrease2026-06-30
Northern Trust440,623$13.1Mincrease2026-06-30

Heritage Financial's latest quarter

Heritage Financial, Q3 2026: revenue $86.5M (+32% year over year), operating margin 25.8%, net earnings $18.7M, operating cash flow $30.5M. The chart follows the revenue to costs, profit and cash.

Questions

Who owns the most HFWA stock?

By the latest 13F filings: BlackRock ($172M); Jennison Associates LLC ($105M); Victory Capital Management ($69.9M); Dimensional Fund Advisors LP ($60.6M); State Street ($58.7M).

What is the short interest in HFWA?

3,280,316 shares were sold short at the 2026-10-15 settlement, 3.43% of the float.

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Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.