4 institutions reported holding $226,179 of HERITAGE FINL CORP WASH COM (HFWA) in SEC 13F filings for 2026-06-30. Largest institutional holders: GAMMA Investing LLC ($193,093), Versant Capital Management, Inc ($20,912), MassMutual Private Wealth & Trust, FSB ($9,834), Cedar Mountain Advisors, LLC ($2,340). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | GAMMA Investing LLC | $193,093 | 6,519 | Added |
| 2 | Versant Capital Management, Inc | $20,912 | 706 | Added |
| 3 | MassMutual Private Wealth & Trust, FSB | $9,834 | 332 | Trimmed |
| 4 | Cedar Mountain Advisors, LLC | $2,340 | 79 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30