Stock ownership · SEC 13F · Q3 2025

HERITAGE FINL CORP WASH

A breakdown of HERITAGE FINL CORP WASH's institutional base (CUSIP 42722X106): the holders, the concentration among them, and what changed last quarter.

$967K
Reported value
2
Institutions
100%
Top-5 share

The verdict

$967K of HERITAGE FINL CORP WASH is reported by 2 institutions as of Q3 2025; ownership is held overwhelmingly by a small core of institutions.

2
institutions hold it
$967K
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q3 2025; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 42722X106 · Q3 2025 $1M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-LIGHT · BOOK-MID

  • VALUE-TRACE $1.0M
  • HOLDERS-FOCUS 2 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-LIGHT 2 new
  • BOOK-MID 5Q history

Read with: Ownership concentration guide - HERITAGE FINL CORP WASH's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Institutional ownership over time

The number of institutions reporting a HERITAGE FINL CORP WASH position has held steady from 2 to 2 over the last 5 quarters of 13F filings.

0.511.522.5 Q1'24Q2'24Q1'25Q2'25Q3'25 2
Distinct 13F filers holding HERITAGE FINL CORP WASH, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 Penn Capital Management Company, LLC 26,245 $635K 65.6%
2 JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) 13,744 $332K 34.4%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among HERITAGE FINL CORP WASH's reported holders for Q3 2025, by reported value:

Sole discretion (SOLE)
65.6%
Shared-defined discretion (DFND)
34.4%

Latest Quarter Activity · Q3 2025

New positions (2)

Penn Capital Management Company, LLC $635K
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) $332K

Complete exits (1)

THRIVENT FINANCIAL FOR LUTHERANS exited

Frequently Asked Questions

How many institutions hold HERITAGE FINL CORP WASH?▼
HERITAGE FINL CORP WASH is held by 2 institutional investors per the latest SEC Form 13F filings as of Q3 2025.
What is the total institutional value of HERITAGE FINL CORP WASH?▼
Institutions report $967K of HERITAGE FINL CORP WASH as of Q3 2025.
How concentrated is ownership of HERITAGE FINL CORP WASH?▼
The top five institutional holders account for 100% of the reported institutional value in HERITAGE FINL CORP WASH, making ownership held overwhelmingly by a small core of institutions.
Who is the largest institutional holder of HERITAGE FINL CORP WASH?▼
Penn Capital Management Company, LLC is the largest reported holder of HERITAGE FINL CORP WASH with $635K across 26,245 shares as of Q3 2025.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q3 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.