Heritage Financial Corp /WA/

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Heritage Financial Corp /WA/
TickerHFWA
CIK #0001046025
CUSIP42722X106
SectorFinance - Savings Institutions, Not Federally Chartered
Address201 Fifth Avenue SW PO Box 1578, Olympia, WA 98501
Source [EDGAR]
CIK Filing 2011 - 2025
[0001046025] 10-K
[0001046025] 10-Q
[0001046025] 3
[0001046025] 4
[0001046025] 5
[0001046025] 8-K
[0001046025] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
Victory Capital Management Inc Heritage Financial Corp /WA/ [2025-08-08] 0.0
Prudential Financial Inc Heritage Financial Corp /WA/ [2024-11-14] 5.2
Jennison Associates LLC Heritage Financial Corp /WA/ [2024-11-12] 5.1
Dimensional Fund Advisors LP Heritage Financial Corp /WA/ [2024-10-31] 5.9
AllianceBernstein LP Heritage Financial Corp /WA/ [2024-02-14] 5.7
Dimensional Fund Advisors LP Heritage Financial Corp /WA/ [2023-02-10] 5.8
Vanguard Group Inc Heritage Financial Corp /WA/ [2019-02-11] 5.47
Vanguard Group Inc Heritage Financial Corp /WA/ [2019-02-11] 5.47
Price T Rowe Associates Inc /MD/ Heritage Financial Corp /WA/ [2018-02-14] 9.0
Dimensional Fund Advisors LP Heritage Financial Corp /WA/ [2018-02-09] 6.15
NWQ Investment Management Company LLC Heritage Financial Corp /WA/ [2016-02-12] 5.92
Investment Counselors of Maryland LLC Heritage Financial Corp /WA/ [2015-02-10] 3.85
APG Asset Management US Inc Heritage Financial Corp /WA/ [2014-12-01] 5.4
Investment Counselors of Maryland LLC Heritage Financial Corp /WA/ [2014-02-12] 6.62
Forest Hill Capital LLC Heritage Financial Corp /WA/ [2013-02-14] 5.3
APG Asset Management US Inc Heritage Financial Corp /WA/ [2013-02-12] 4.6
APG Group Heritage Financial Corp /WA/ [2013-02-12] 4.6
APG Asset Management US Inc Heritage Financial Corp /WA/ [2012-08-03] 5.03
Woodmen of the World Life Insurance Society And/Or Omaha Woodmen Life Insurance Society Heritage Financial Corp /WA/ [2012-02-14] 5.01
BlackRock Inc Heritage Financial Corp /WA/ [2012-02-09] 5.61
Form 3/4/5 Filer 2011 - 2025
Heritage Financial Corp /WA/
Dryer Trevor D.
Vance Brian L
Lyon Jeffrey S
Rivera Frederick B
Ellwanger Kimberly T
Giacobbe Gail B.
Charneski Brian
Watson Ann
Saunders Karen R
Chalfant Tony
Curran Amy E.
Wilson Kelli Ann
Glasby William
Deuel Jeffrey J
Gavin Deborah J
McDonald Bryan
Henning Thomas J
Ray Matthew T.
Robison Sabrina C
Hinson Donald
Bley Nicholas M
Chan Eric Kayen
Pickering Anthony
Clees John A
Hirman Cindy M
Miller Gragg E
Gahler Steven A
Dennis Stephen
Spurling David A
Banner Lisa
Severns Robert T
Crawford Mark D
Altom Rhoda L
Christensen Gary B
Brown David H
ENG Edward
Lien Jay T
Jensen Daryl D
Broadhead Michael
Rhodes Donald V
Weigand Philip S
Patjens Gregory
Fluetsch Peter
Form 13F Holdings
Firm Period DFND Voting Shares
BlackRock, Inc. [2025-06-30] SOLE 4,804,596 4,894,381
Victory Capital Management Inc [2025-06-30] SOLE 2,355,586 2,406,061
Jennison Associates LLC [2025-06-30] DFND 2,353,642 2,356,162
Vanguard Group Inc [2025-06-30] SOLE 0 2,351,852
Dimensional Fund Advisors LP [2025-06-30] SOLE 1,904,984 1,954,866
State Street Corp [2025-06-30] DFND 230,478 1,587,311
AllianceBernstein LP [2025-06-30] DFND 1,267,379 1,360,681
Geode Capital Management LLC [2025-06-30] DFND 828,029 828,029
Jennison Associates LLC [2025-06-30] OTR 621,153 621,153
Arrowstreet Capital Limited Partnership [2025-06-30] DFND 472,574 504,509
Ameriprise Financial Inc [2025-06-30] DFND 0 393,619
Northern Trust Corp [2025-06-30] DFND 390,008 390,683
Morgan Stanley [2025-06-30] DFND 347,374 381,132
Bank of New York Mellon Corp [2025-06-30] DFND 326,857 349,778
Lord Abbett & Co LLC [2025-06-30] SOLE 326,731 326,731
Charles Schwab Investment Management Inc [2025-06-30] SOLE 323,187 323,223
Renaissance Technologies LLC [2025-06-30] SOLE 321,534 321,534
Manufacturers Life Insurance Company the [2025-06-30] DFND 320,602 320,602
Hotchkis & Wiley Capital Management LLC [2025-06-30] SOLE 232,770 283,970
Invesco Ltd. [2025-06-30] DFND 0 275,223
Heartland Advisors Inc [2025-06-30] DFND 275,000 275,000
Proshare Advisors LLC [2025-06-30] SOLE 266,360 266,360
Nuveen, LLC [2025-06-30] DFND 256,249 256,892
Bridgeway Capital Management LLC [2025-06-30] SOLE 250,129 250,129
Kiley Juergens Wealth Management LLC [2025-06-30] SOLE 0 232,857
Basswood Capital Management LLC [2025-06-30] SOLE 230,737 230,737
Dana Investment Advisors Inc [2025-06-30] SOLE 136,810 222,286
Principal Financial Group Inc [2025-06-30] DFND 206,988 206,988
Two Sigma Investments LP [2025-06-30] SOLE 182,981 182,981
Bank of America Corp /DE/ [2025-06-30] DFND 52,248 180,581
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