13FBOX
HERITAGE FINL CORP WASH · 13F Institutional Holdings
Options Calculator Rankings

HERITAGE FINL CORP WASH

HFWA
Institutions
193
Combined AUM (Q2 2026)
$978.7M
Combined Shares (Q2 2026)
33.2M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+2.2M
103 · 32 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-1.7M
74 · 22 Exit · ≈
⚖️ Net
+563,902
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$978.7M
Institutions
193
New Buys
32
Adds
71
Reduces
52
Exits
22
Unchanged
38
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
BlackRock, Inc.
<0.01%<0.01%#64$172.1M5.8M$144.6M5.6M+249,332+4.48%Add
JENNISON ASSOCIATES LLC
0.06%0.06%#16$104.8M3.5M$83.6M3.2M+324,686+10.10%Add
VICTORY CAPITAL MANAGEMENT INC
0.04%0.04%#22$69.9M2.4M$64.2M2.5M-108,400-4.39%Reduce
DIMENSIONAL FUND ADVISORS LP
0.01%0.01%#33$60.6M2.0M$50.9M2.0M+87,922+4.49%Add
STATE STREET CORP
<0.01%<0.01%#78$58.7M2.0M$46.7M1.8M+185,732+10.34%Add
VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#104$54.3M1.8M$48.0M1.8M-13,194-0.71%Reduce
GEODE CAPITAL MANAGEMENT, LLC
<0.01%<0.01%#77$32.7M1.1M$24.3M934,802+168,967+18.08%Add
ALLIANCEBERNSTEIN L.P.
0.01%0.01%#38$29.5M1.1M$27.1M1.1M-8,441-0.74%Reduce
VANGUARD PORTFOLIO MANAGEMENT LLC
<0.01%<0.01%#107$22.2M749,714$17.0M653,691+96,023+14.69%Add
BASSWOOD CAPITAL MANAGEMENT, L.L.C.
0.81%0.86%#3$20.4M689,010$18.2M698,904-9,894-1.42%Reduce
Boston Partners
0.02%0.02%#29$20.1M677,105$18.0M690,319-13,214-1.91%Reduce
WELLINGTON MANAGEMENT GROUP LLP
<0.01%<0.01%#63$15.6M528,113$16.3M628,320-100,207-15.95%Reduce
ALGEBRIS (UK) LTD
0.91%0.97%#2$13.9M469,403$13.5M518,409-49,006-9.45%Reduce
MORGAN STANLEY
<0.01%<0.01%#112$13.5M455,987$8.4M348,533+107,454+30.83%Add
NORTHERN TRUST CORP
<0.01%<0.01%#88$13.1M440,623$10.7M413,116+27,507+6.66%Add
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
<0.01%<0.01%#86$11.8M399,435$9.8M377,043+22,392+5.94%Add
Bank of New York Mellon Corp
<0.01%<0.01%#72$11.8M398,963$9.9M379,395+19,568+5.16%Add
TWO SIGMA INVESTMENTS, LP
0.01%0.01%#39$11.5M389,206$12.8M490,410-101,204-20.64%Reduce
Rhino Investment Partners, Inc
3.35%2.39%#1$11.1M373,459$8.6M330,459+43,000+13.01%Add
MANUFACTURERS LIFE INSURANCE COMPANY, THE
0.01%0.01%#42$9.1M308,640$8.0M309,353-713-0.23%Reduce
BRIDGEWAY CAPITAL MANAGEMENT, LLC
0.16%0.15%#11$8.9M301,412$7.5M288,579+12,833+4.45%Add
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
<0.01%0.01%#51$8.8M298,120$11.3M433,512-135,392-31.23%Reduce
HEARTLAND ADVISORS INC
0.36%0.36%#7$8.1M275,000$7.2M275,00000.00%Unchanged
VANGUARD FIDUCIARY TRUST CO
<0.01%<0.01%#76$8.1M274,788$6.9M266,902+7,886+2.95%Add
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC
0.02%0.02%#26$7.8M264,739$7.0M270,039-5,300-1.96%Reduce
Invesco Ltd.
<0.01%<0.01%#120$7.7M260,870$6.6M255,265+5,605+2.20%Add
Nuveen, LLC
<0.01%<0.01%#80$7.2M244,361$6.1M234,974+9,387+3.99%Add
JPMORGAN CHASE & CO
<0.01%<0.01%#134$7.2M245,754$483,62518,936+226,818+1,197.81%Add
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#118$7.2M243,025$8.1M312,057-69,032-22.12%Reduce
ProShare Advisors LLC
0.01%0.01%#37$7.0M237,229$6.5M249,948-12,719-5.09%Reduce
Dana Investment Advisors, Inc.
0.17%0.17%#9$6.4M216,374$5.7M219,962-3,588-1.63%Reduce
PRINCIPAL FINANCIAL GROUP INC
<0.01%<0.01%#60$5.9M199,215$5.2M199,588-373-0.19%Reduce
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#139$5.6M187,594$5.5M210,438-22,844-10.86%Reduce
Empowered Funds, LLC
0.03%0.03%#25$5.3M178,912$4.3M166,079+12,833+7.73%Add
KILEY JUERGENS WEALTH MANAGEMENT, LLC
0.81%0.8%#4$5.2M175,064$4.6M175,051+13+0.01%Add
UBS Group AG
<0.01%<0.01%#116$5.1M171,498$5.9M226,475-54,977-24.28%Reduce
GREAT LAKES ADVISORS, LLC
0.04%0.04%#24$4.6M155,487$4.5M171,237-15,750-9.20%Reduce
Russell Investments Group, Ltd.
<0.01%<0.01%#55$4.4M147,072$5.2M198,478-51,406-25.90%Reduce
PUBLIC SECTOR PENSION INVESTMENT BOARD
0.01%0.01%#35$4.2M141,570$3.8M147,086-5,516-3.75%Reduce
MARTIN & CO INC /TN/
0.63%0.61%#6$4.0M136,107$3.6M137,899-1,792-1.30%Reduce
AQR CAPITAL MANAGEMENT LLC
<0.01%<0.01%#94$3.9M132,958$4.4M168,936-35,978-21.30%Reduce
RENAISSANCE TECHNOLOGIES LLC
0.01%0.01%#48$3.9M132,441$4.9M188,341-55,900-29.68%Reduce
DEPRINCE RACE & ZOLLO INC
0.06%0.06%#17$3.4M131,566$3.4M131,56600.00%Unchanged
AMERIPRISE FINANCIAL INC
<0.01%<0.01%#119$3.1M104,056$2.8M106,347-2,291-2.15%Reduce
Quantinno Capital Management LP
<0.01%<0.01%#53$3.1M103,682$1.4M55,145+48,537+88.02%Add
AMERICAN CENTURY COMPANIES INC
<0.01%<0.01%#96$3.0M101,603$2.7M103,113-1,510-1.46%Reduce
RHUMBLINE ADVISERS
<0.01%<0.01%#66$3.0M101,132$2.8M106,392-5,260-4.94%Reduce
Legal & General Group Plc
<0.01%<0.01%#121$2.7M89,971$2.1M81,920+8,051+9.83%Add
Connor, Clark & Lunn Investment Management Ltd.
<0.01%<0.01%#49$2.5M85,784$1.7M64,833+20,951+32.32%Add
Swiss National Bank
<0.01%<0.01%#99$2.4M82,568$1.7M67,168+15,400+22.93%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow