Institutional Ownership
Heritage Finl Corp Wash
CUSIP 42722X106COMHFWAQ1 2026
13D / 13G Filings
29
Schedule 13D/13G on record
Beneficial Filers
10
Distinct reporting persons
Largest Stake
14.7%
Max % of class reported
Institutional Holders
178
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
29 filings · latest Jan 30, 2026
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Jan 30, 2026 | Jennison Associates LLC | 13G/A | 9.2% | 3.11M | SEC |
| 2 | Aug 8, 2025 | Victory Capital Management, Inc. | 13G | 7.0% | 2.41M | SEC |
| 3 | May 15, 2025 | Prudential Financial Inc | 13G/A | 8.3% | 2.82M | SEC |
| 4 | May 9, 2025 | Jennison Associates LLC | 13G/A | 8.1% | 66.96M | SEC |
| 5 | Feb 13, 2025 | Prudential Financial Inc | 13G/A | 6.7% | 2.28M | SEC |
| 6 | Feb 11, 2025 | Jennison Associates LLC | 13G/A | 6.5% | 54.07M | SEC |
| 7 | Feb 5, 2025 | Alliancebernstein L.P. | 13G/A | 4.4% | 1.50M | SEC |
| 8 | Nov 14, 2024 | Prudential Financial Inc | 13G | 5.2% | 1.80M | SEC |
| 9 | Nov 12, 2024 | Jennison Associates LLC | 13G | 5.1% | 1.74M | SEC |
| 10 | Oct 31, 2024 | Dimensional Fund Advisors LP | 13G | 5.9% | 2.03M | SEC |
19 more beneficial-ownership filings on Premium
See the full Schedule 13D/13G history for Heritage Finl Corp Wash.
Unlock full historyTop Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Blackrock, Inc. | 5.56M | $144.61M |
| 2 | Jennison Associates LLC | 3.21M | $83.55M |
| 3 | Victory Capital Management Inc | 2.47M | $64.20M |
| 4 | Dimensional Fund Advisors LP | 1.96M | $50.87M |
| 5 | State Street Corp | 1.80M | $46.71M |
| 6 | Alliancebernstein L.P. | 1.14M | $27.08M |
| 7 | Geode Capital Management, LLC | 934.8K | $24.31M |
| 8 | Basswood Capital Management, L.L.C. | 698.9K | $18.17M |
| 9 | Boston Partners | 690.3K | $17.96M |
| 10 | Wellington Management Group LLP | 628.3K | $16.34M |