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Heritage Financial Corporation shares owned by Atom Investors

Quarter-by-quarter ownership of Heritage Financial Corporation (HFWA) shares owned by Atom Investors from 13F filings

Historical chart of Atom Investors investment in Heritage Financial Corporation

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All positions including Heritage Financial Corporation held by Atom Investors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Heritage Financial Corporation by Atom Investors

Quarter filed Position value Share count Share price at filing
2026-06-30 $456k 15k 29.62
2026-03-31 $201k 7.7k 26.00
2025-12-31 $309k 13k 23.65

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Top funds holding Heritage Financial Corporation

BlackRock
Jennison Associates
Victory Capital Management
Dimensional Fund Advisors
Vanguard Capital Management
State Street Corporation
Alliancebernstein
Geode Capital Management
Vanguard Portfolio Management
Basswood Capital Management
Robeco Investment Management
Wellington Management Company
Morgan Stanley
Algebris
Northern Trust

View all funds holding Heritage Financial Corporation