Institutional Ownership
Heritage Finl Corp Wash
CUSIP 42722X106COMHFWAQ1 2026
Institutional Holders
178
13F filers
Shares Held
29.95M
Aggregate institutional
Institutional Value
$761.72M
Q1 2026
Net New Holders
+9
19 new · 10 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions19
Increased83
Decreased45
Sold out10
Institutional Holders
178 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | 5.56M | $144.61M | +648.8K | Added |
| 2 | Jennison Associates LLC | 3.21M | $83.55M | +106.3K | Added |
| 3 | Victory Capital Management Inc | 2.47M | $64.20M | +33.6K | Added |
| 4 | Dimensional Fund Advisors LP | 1.96M | $50.87M | −22.1K | Reduced |
| 5 | State Street Corp | 1.80M | $46.71M | +223.1K | Added |
| 6 | Alliancebernstein L.P. | 1.14M | $27.08M | −162.0K | Reduced |
| 7 | Geode Capital Management, LLC | 934.8K | $24.31M | +92.2K | Added |
| 8 | Basswood Capital Management, L.L.C. | 698.9K | $18.17M | +91.8K | Added |
| 9 | Boston Partners | 690.3K | $17.96M | +690.3K | New |
| 10 | Wellington Management Group LLP | 628.3K | $16.34M | +531.3K | Added |
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