CUSIP 42722X106
HERITAGE FINL CORP WASH
182 institutions · $609.8M total · 26,308,113 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 3,629,310 | $85.8M | 13.79% | 2025-12-31 |
| 2 | VICTORY CAPITAL MANAGEMENT INC | 2,435,692 | $57.6M | 9.25% | 2025-12-31 |
| 3 | JENNISON ASSOCIATES LLC | 2,356,041 | $55.7M | 8.95% | 2025-12-31 |
| 4 | VANGUARD GROUP INC | 2,148,641 | $50.8M | 8.16% | 2025-12-31 |
| 5 | DIMENSIONAL FUND ADVISORS LP | 1,930,301 | $45.7M | 7.33% | 2025-12-31 |
| 6 | STATE STREET CORP | 1,573,458 | $37.2M | 5.98% | 2025-12-31 |
| 7 | ALLIANCEBERNSTEIN L.P. | 1,306,960 | $30.9M | 4.96% | 2025-12-31 |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 723,547 | $17.1M | 2.75% | 2025-12-31 |
| 9 | BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 607,105 | $14.4M | 2.30% | 2025-12-31 |
| 10 | ALGEBRIS (UK) LTD | 520,686 | $12.3M | 1.97% | 2025-12-31 |
| 11 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 504,221 | $11.9M | 1.91% | 2025-12-31 |
| 12 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 326,536 | $7.7M | 1.24% | 2025-12-31 |
| 13 | NORTHERN TRUST CORP | 322,252 | $7.6M | 1.22% | 2025-12-31 |
| 14 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 314,186 | $7.4M | 1.19% | 2025-12-31 |
| 15 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 282,819 | $6.7M | 1.07% | 2025-12-31 |
| 16 | RENAISSANCE TECHNOLOGIES LLC | 277,953 | $6.6M | 1.05% | 2025-12-31 |
| 17 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 275,015 | $6.5M | 1.04% | 2025-12-31 |
| 18 | HEARTLAND ADVISORS INC | 275,000 | $6.5M | 1.04% | 2025-12-31 |
| 19 | TWO SIGMA INVESTMENTS, LP | 269,492 | $6.4M | 1.02% | 2025-12-31 |
| 20 | ProShare Advisors LLC | 251,929 | $6.0M | 0.95% | 2025-12-31 |
| 21 | Invesco Ltd. | 237,071 | $5.6M | 0.90% | 2025-12-31 |
| 22 | Bank of New York Mellon Corp | 236,239 | $5.6M | 0.89% | 2025-12-31 |
| 23 | Nuveen, LLC | 229,551 | $5.4M | 0.87% | 2025-12-31 |
| 24 | Dana Investment Advisors, Inc. | 220,461 | $5.2M | 0.83% | 2025-12-31 |
| 25 | TWO SIGMA ADVISERS, LP | 201,646 | $4.8M | 0.76% | 2025-12-31 |
| 26 | PRINCIPAL FINANCIAL GROUP INC | 197,689 | $4.7M | 0.75% | 2025-12-31 |
| 27 | MORGAN STANLEY | 189,708 | $4.5M | 0.72% | 2025-12-31 |
| 28 | Rhino Investment Partners, Inc | 185,944 | $4.4M | 0.70% | 2025-12-31 |
| 29 | KILEY JUERGENS WEALTH MANAGEMENT, LLC | 177,447 | $4.2M | 0.67% | 2025-12-31 |
| 30 | AQR CAPITAL MANAGEMENT LLC | 170,105 | $4.0M | 0.64% | 2025-12-31 |
| 31 | Empowered Funds, LLC | 152,515 | $3.6M | 0.57% | 2025-12-31 |
| 32 | MARTIN & CO INC /TN/ | 135,443 | $3.2M | 0.51% | 2025-12-31 |
| 33 | BANK OF AMERICA CORP /DE/ | 131,787 | $3.1M | 0.50% | 2025-12-31 |
| 34 | ROYCE & ASSOCIATES LP | 126,639 | $3.0M | 0.48% | 2025-12-31 |
| 35 | DEPRINCE RACE & ZOLLO INC | 120,867 | $2.9M | 0.45% | 2025-12-31 |
| 36 | PUBLIC SECTOR PENSION INVESTMENT BOARD | 117,717 | $2.8M | 0.44% | 2025-12-31 |
| 37 | AMERIPRISE FINANCIAL INC | 104,291 | $2.5M | 0.39% | 2025-12-31 |
| 38 | AMERICAN CENTURY COMPANIES INC | 101,844 | $2.4M | 0.38% | 2025-12-31 |
| 39 | GOLDMAN SACHS GROUP INC | 97,329 | $2.3M | 0.36% | 2025-12-31 |
| 40 | RHUMBLINE ADVISERS | 94,358 | $2.2M | 0.35% | 2025-12-31 |
| 41 | UBS Group AG | 91,700 | $2.2M | 0.34% | 2025-12-31 |
| 42 | CITADEL ADVISORS LLC | 91,560 | $2.2M | 0.34% | 2025-12-31 |
| 43 | GREAT LAKES ADVISORS, LLC | 85,412 | $2.0M | 0.32% | 2025-12-31 |
| 44 | BARCLAYS PLC | 78,017 | $1.9M | 0.29% | 2025-12-31 |
| 45 | Royal Bank of Canada | 74,810 | $1.8M | 0.28% | 2025-12-31 |
| 46 | Russell Investments Group, Ltd. | 74,465 | $1.8M | 0.28% | 2025-12-31 |
| 47 | Swiss National Bank | 66,168 | $1.6M | 0.25% | 2025-12-31 |
| 48 | KEYBANK NATIONAL ASSOCIATION/OH | 65,048 | $1.5M | 0.24% | 2025-12-31 |
| 49 | Universal- Beteiligungs- und Servicegesellschaft mbH | 59,865 | $1.4M | 0.22% | 2025-12-31 |
| 50 | NWAM LLC | 53,247 | $1.4M | 0.20% | 2025-12-31 |
| 51 | WELLINGTON MANAGEMENT GROUP LLP | 57,843 | $1.4M | 0.21% | 2025-12-31 |
| 52 | Legal & General Group Plc | 53,780 | $1.3M | 0.20% | 2025-12-31 |
| 53 | JANE STREET GROUP, LLC | 48,826 | $1.2M | 0.18% | 2025-12-31 |
| 54 | RAYMOND JAMES FINANCIAL INC | 48,357 | $1.1M | 0.18% | 2025-12-31 |
| 55 | Voya Investment Management LLC | 47,317 | $1.1M | 0.17% | 2025-12-31 |
| 56 | Pacific Ridge Capital Partners, LLC | 43,925 | $1.0M | 0.16% | 2025-12-31 |
| 57 | UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 43,371 | $1.0M | 0.16% | 2025-12-31 |
| 58 | Quantinno Capital Management LP | 42,460 | $1.0M | 0.16% | 2025-12-31 |
| 59 | WELLS FARGO & COMPANY/MN | 38,257 | $904.8K | 0.14% | 2025-12-31 |
| 60 | Baird Financial Group, Inc. | 38,245 | $904.5K | 0.14% | 2025-12-31 |
| 61 | FEDERATED HERMES, INC. | 37,848 | $895.1K | 0.14% | 2025-12-31 |
| 62 | SEI INVESTMENTS CO | 34,574 | $817.7K | 0.13% | 2025-12-31 |
| 63 | TEXAS PERMANENT SCHOOL FUND CORP | 33,315 | $794.2K | 0.12% | 2025-09-30 |
| 64 | LAZARD ASSET MANAGEMENT LLC | 33,129 | $783.5K | 0.12% | 2025-12-31 |
| 65 | PRUDENTIAL FINANCIAL INC | 31,862 | $753.5K | 0.12% | 2025-12-31 |
| 66 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 31,813 | $752.4K | 0.12% | 2025-12-31 |
| 67 | DEUTSCHE BANK AG\ | 28,546 | $675.1K | 0.10% | 2025-12-31 |
| 68 | FIRST TRUST ADVISORS LP | 28,406 | $671.8K | 0.10% | 2025-12-31 |
| 69 | GLOBEFLEX CAPITAL L P | 27,300 | $645.6K | 0.10% | 2025-12-31 |
| 70 | Badgley Phelps Wealth Managers, LLC | 27,115 | $641.3K | 0.10% | 2025-12-31 |
| 71 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 25,700 | $621.7K | 0.09% | 2025-09-30 |
| 72 | Rafferty Asset Management, LLC | 26,101 | $617.3K | 0.09% | 2025-12-31 |
| 73 | CITIGROUP INC | 25,343 | $599.4K | 0.09% | 2025-12-31 |
| 74 | Fourthstone LLC | 25,100 | $593.6K | 0.09% | 2025-12-31 |
| 75 | Odyssean, LLC | 24,168 | $571.6K | 0.09% | 2025-12-31 |
| 76 | Penn Capital Management Company, LLC | 22,735 | $537.7K | 0.08% | 2025-12-31 |
| 77 | STRS OHIO | 22,500 | $532.1K | 0.08% | 2025-12-31 |
| 78 | Connor, Clark & Lunn Investment Management Ltd. | 22,248 | $526.2K | 0.08% | 2025-12-31 |
| 79 | FRANKLIN RESOURCES INC | 21,101 | $510.4K | 0.08% | 2025-09-30 |
| 80 | Bensler, LLC | 20,450 | $483.6K | 0.07% | 2025-12-31 |
| 81 | MetLife Investment Management, LLC | 20,422 | $483.0K | 0.07% | 2025-12-31 |
| 82 | GABELLI FUNDS LLC | 18,729 | $442.9K | 0.07% | 2025-12-31 |
| 83 | Illinois Municipal Retirement Fund | 17,867 | $422.6K | 0.06% | 2025-12-31 |
| 84 | Waverly Advisors, LLC | 17,317 | $409.5K | 0.06% | 2025-12-31 |
| 85 | Y-Intercept (Hong Kong) Ltd | 16,841 | $398.3K | 0.06% | 2025-12-31 |
| 86 | EP Wealth Advisors, LLC | 16,261 | $384.6K | 0.06% | 2025-12-31 |
| 87 | MILLENNIUM MANAGEMENT LLC | 15,700 | $379.8K | 0.05% | 2025-09-30 |
| 88 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 15,869 | $375.3K | 0.06% | 2025-12-31 |
| 89 | JPMORGAN CHASE & CO | 15,616 | $369.3K | 0.05% | 2025-12-31 |
| 90 | Louisiana State Employees Retirement System | 15,600 | $368.9K | 0.05% | 2025-12-31 |
| 91 | JANUS HENDERSON GROUP PLC | 15,340 | $362.9K | 0.05% | 2025-12-31 |
| 92 | SageView Advisory Group, LLC | 14,185 | $335.5K | 0.05% | 2025-12-31 |
| 93 | INTECH INVESTMENT MANAGEMENT LLC | 14,014 | $331.4K | 0.05% | 2025-12-31 |
| 94 | TUDOR INVESTMENT CORP ET AL | 13,762 | $325.5K | 0.05% | 2025-12-31 |
| 95 | Atom Investors LP | 13,048 | $308.6K | 0.04% | 2025-12-31 |
| 96 | BRIGHTON JONES LLC | 12,452 | $301.2K | 0.04% | 2025-09-30 |
| 97 | Hennion & Walsh Asset Management, Inc. | 11,700 | $283.0K | 0.04% | 2025-09-30 |
| 98 | COMERICA BANK | 11,101 | $262.5K | 0.04% | 2025-12-31 |
| 99 | Zurcher Kantonalbank (Zurich Cantonalbank) | 10,991 | $259.9K | 0.04% | 2025-12-31 |
| 100 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 9,909 | $234.3K | 0.03% | 2025-12-31 |
| 101 | NEW YORK STATE COMMON RETIREMENT FUND | 9,593 | $226.9K | 0.03% | 2025-12-31 |
| 102 | YOUSIF CAPITAL MANAGEMENT, LLC | 9,122 | $226.7K | 0.03% | 2025-12-31 |
| 103 | Arizona State Retirement System | 9,451 | $223.5K | 0.03% | 2025-12-31 |
| 104 | Police & Firemen's Retirement System of New Jersey | 9,445 | $223.4K | 0.03% | 2025-12-31 |
| 105 | LPL Financial LLC | 9,016 | $218.1K | 0.03% | 2025-09-30 |
| 106 | Verition Fund Management LLC | 8,685 | $210.1K | 0.03% | 2025-09-30 |
| 107 | COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 8,647 | $209.2K | 0.03% | 2025-09-30 |
| 108 | Aspire Capital Advisors LLC | 8,764 | $207.3K | 0.03% | 2025-12-31 |
| 109 | State of Tennessee, Department of Treasury | 8,026 | $207.2K | 0.03% | 2025-12-31 |
| 110 | BNP PARIBAS FINANCIAL MARKETS | 8,494 | $200.9K | 0.03% | 2025-12-31 |
| 111 | US BANCORP \DE\ | 8,084 | $191.2K | 0.03% | 2025-12-31 |
| 112 | OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 7,778 | $183.9K | 0.02% | 2025-12-31 |
| 113 | KLP KAPITALFORVALTNING AS | 7,300 | $172.6K | 0.02% | 2025-12-31 |
| 114 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 6,944 | $164.2K | 0.02% | 2025-12-31 |
| 115 | CGC Financial Services, LLC | 6,159 | $145.7K | 0.02% | 2025-12-31 |
| 116 | GAMMA Investing LLC | 5,171 | $122.3K | 0.01% | 2025-12-31 |
| 117 | Aquatic Capital Management LLC | 4,558 | $107.8K | 0.01% | 2025-12-31 |
| 118 | FMR LLC | 2,858 | $67.6K | 0.01% | 2025-12-31 |
| 119 | Ameritas Investment Partners, Inc. | 2,850 | $67.4K | 0.01% | 2025-12-31 |
| 120 | Tower Research Capital LLC (TRC) | 2,332 | $55.2K | 0.00% | 2025-12-31 |
| 121 | Sterling Capital Management LLC | 2,013 | $47.6K | 0.00% | 2025-12-31 |
| 122 | EverSource Wealth Advisors, LLC | 1,943 | $46.0K | 0.00% | 2025-12-31 |
| 123 | Pinnacle Wealth Planning Services, Inc. | 1,896 | $44.8K | 0.00% | 2025-12-31 |
| 124 | McIlrath & Eck, LLC | 1,698 | $40.2K | 0.00% | 2025-12-31 |
| 125 | Allworth Financial LP | 1,302 | $31.5K | 0.00% | 2025-12-31 |
| 126 | Rise Advisors, LLC | 917 | $22.2K | 0.00% | 2025-09-30 |
| 127 | NISA INVESTMENT ADVISORS, LLC | 899 | $21.3K | 0.00% | 2025-12-31 |
| 128 | Smartleaf Asset Management LLC | 814 | $19.5K | 0.00% | 2025-12-31 |
| 129 | LOS ANGELES CAPITAL MANAGEMENT LLC | 813 | $18.3K | 0.00% | 2025-12-31 |
| 130 | MassMutual Private Wealth & Trust, FSB | 770 | $18.2K | 0.00% | 2025-12-31 |
| 131 | Rockefeller Capital Management L.P. | 607 | $14.4K | 0.00% | 2025-12-31 |
| 132 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 595 | $14.1K | 0.00% | 2025-12-31 |
| 133 | OSAIC HOLDINGS, INC. | 563 | $13.3K | 0.00% | 2025-12-31 |
| 134 | QUADRANT CAPITAL GROUP LLC | 514 | $12.2K | 0.00% | 2025-12-31 |
| 135 | PNC Financial Services Group, Inc. | 471 | $11.1K | 0.00% | 2025-12-31 |
| 136 | Larson Financial Group LLC | 468 | $11.1K | 0.00% | 2025-12-31 |
| 137 | Salomon & Ludwin, LLC | 395 | $9.5K | 0.00% | 2025-12-31 |
| 138 | FIRST HORIZON CORP | 395 | $9.3K | 0.00% | 2025-12-31 |
| 139 | FIFTH THIRD BANCORP | 392 | $9.3K | 0.00% | 2025-12-31 |
| 140 | Wealthspire Advisors, LLC | 375 | $9.1K | 0.00% | 2025-09-30 |
| 141 | Versant Capital Management, Inc | 287 | $6.8K | 0.00% | 2025-12-31 |
| 142 | LORD, ABBETT & CO. LLC | 277,749 | $6.6K | 1.05% | 2025-12-31 |
| 143 | IFP Advisors, Inc | 0 | $6.4K | 0.00% | 2025-12-31 |
| 144 | Triumph Capital Management | 200 | $4.7K | 0.00% | 2025-12-31 |
| 145 | Sound Income Strategies, LLC | 184 | $4.6K | 0.00% | 2025-12-31 |
| 146 | UMB Bank, n.a. | 190 | $4.5K | 0.00% | 2025-12-31 |
| 147 | Arax Advisory Partners | 180 | $4.3K | 0.00% | 2025-12-31 |
| 148 | Optiver Holding B.V. | 168 | $4.0K | 0.00% | 2025-12-31 |
| 149 | Red Tortoise LLC | 149 | $3.5K | 0.00% | 2025-12-31 |
| 150 | JONES FINANCIAL COMPANIES LLLP | 104 | $2.5K | 0.00% | 2025-12-31 |
| 151 | ROTHSCHILD INVESTMENT LLC | 102 | $2.4K | 0.00% | 2025-12-31 |
| 152 | Cedar Mountain Advisors, LLC | 102 | $2.4K | 0.00% | 2025-12-31 |
| 153 | Farther Finance Advisors, LLC | 98 | $2.3K | 0.00% | 2025-12-31 |
| 154 | LSV ASSET MANAGEMENT | 74,500 | $1.8K | 0.28% | 2025-12-31 |
| 155 | Physician Wealth Advisors, Inc. | 67 | $1.6K | 0.00% | 2025-12-31 |
| 156 | SIGNATUREFD, LLC | 63 | $1.5K | 0.00% | 2025-12-31 |
| 157 | Parkside Financial Bank & Trust | 60 | $1.4K | 0.00% | 2025-12-31 |
| 158 | PRICE T ROWE ASSOCIATES INC /MD/ | 43,248 | $1.0K | 0.16% | 2025-12-31 |
| 159 | Spire Wealth Management | 38 | $899 | 0.00% | 2025-12-31 |
| 160 | Thrivent Financial for Lutherans | 37,764 | $893 | 0.14% | 2025-12-31 |
| 161 | CANADA LIFE ASSURANCE Co | 32,226 | $762 | 0.12% | 2025-12-31 |
| 162 | MAI Capital Management | 25 | $592 | 0.00% | 2025-12-31 |
| 163 | FARMERS & MERCHANTS INVESTMENTS INC | 23 | $544 | 0.00% | 2025-12-31 |
| 164 | SG Americas Securities, LLC | 17,471 | $413 | 0.06% | 2025-12-31 |
| 165 | State of Alaska, Department of Revenue | 17,283 | $408 | 0.06% | 2025-12-31 |
| 166 | Root Financial Partners, LLC | 15 | $355 | 0.00% | 2025-12-31 |
| 167 | ASSETMARK, INC | 14 | $331 | 0.00% | 2025-12-31 |
| 168 | AMALGAMATED BANK | 9,870 | $233 | 0.03% | 2025-12-31 |
| 169 | SIMPLEX TRADING, LLC | 9 | $212 | 0.00% | 2025-12-31 |
| 170 | CWM, LLC | 8,249 | $195 | 0.03% | 2025-12-31 |
| 171 | CIBC Private Wealth Group LLC | 8 | $189 | 0.00% | 2025-12-31 |
| 172 | TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 7,347 | $174 | 0.02% | 2025-12-31 |
| 173 | GILPIN WEALTH MANAGEMENT, LLC | 6 | $142 | 0.00% | 2025-12-31 |
| 174 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 5,296 | $125 | 0.02% | 2025-12-31 |
| 175 | DekaBank Deutsche Girozentrale | 3,763 | $73 | 0.01% | 2025-12-31 |
| 176 | Clearstead Advisors, LLC | 2 | $48 | 0.00% | 2025-12-31 |
| 177 | HANTZ FINANCIAL SERVICES, INC. | 1,042 | $25 | 0.00% | 2025-12-31 |
| 178 | SBI Securities Co., Ltd. | 1 | $24 | 0.00% | 2025-12-31 |
| 179 | Torren Management, LLC | 1 | $22 | 0.00% | 2025-12-31 |
| 180 | BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 427 | $10 | 0.00% | 2025-12-31 |
| 181 | BESSEMER GROUP INC | 110 | $3 | 0.00% | 2025-12-31 |
| 182 | Covestor Ltd | 9 | $0 | 0.00% | 2025-12-31 |