174 tracked 13F filers disclose a position in HFWA as of the latest SEC 13F filings, a combined $838.3M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $144.6M | 5.6M | ▲+13% Added · +649K sh | Q1 2026 | |
| 2 | JENNISON ASSOCIATES LLC | $83.6M | 3.2M | ▲+3.4% Added · +106K sh | Q1 2026 | |
| 3 | VICTORY CAPITAL MANAGEMENT INC | $64.2M | 2.5M | ▲+1.4% Added · +34K sh | Q1 2026 | |
| 4 | STATE STREET CORP | $58.7M | 2.0M | ▲+10% Added · +186K sh | Q2 2026 | |
| 5 | DIMENSIONAL FUND ADVISORS LP | $50.9M | 2.0M | ▼−1.1% Reduced · −22K sh | Q1 2026 | |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | $48.0M | 1.8M | →First observed position No prior filed position | Q1 2026 | |
| 7 | ALLIANCEBERNSTEIN L.P. | $27.1M | 1.1M | ▼−12% Reduced · −162K sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $32.7M | 1.1M | ▲+18% Added · +169K sh | Q2 2026 | |
| 9 | BASSWOOD CAPITAL MANAGEMENT, L.L.C. | $18.2M | 699K | ▲+15% Added · +92K sh | Q1 2026 | |
| 10 | Boston Partners | $18.0M | 690K | ▲New +690K sh | Q1 2026 | |
| 11 | VANGUARD PORTFOLIO MANAGEMENT LLC | $17.0M | 654K | →First observed position No prior filed position | Q1 2026 | |
| 12 | TWO SIGMA INVESTMENTS, LP | $12.8M | 490K | ▲+82% Added · +221K sh | Q1 2026 | |
| 13 | MORGAN STANLEY | $12.5M | 480K | ▲+20% Added · +80K sh | Q1 2026 | |
| 14 | ALGEBRIS (UK) LTD | $13.9M | 469K | ▼−9.4% Reduced · −49K sh | Q2 2026 | |
| 15 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $11.3M | 434K | ▼−14% Reduced · −71K sh | Q1 2026 | |
| 16 | NORTHERN TRUST CORP | $10.7M | 413K | ▲+9.7% Added · +36K sh | Q1 2026 | |
| 17 | Bank of New York Mellon Corp | $9.9M | 379K | ▲+3.5% Added · +13K sh | Q1 2026 | |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $9.8M | 377K | ▲+15% Added · +51K sh | Q1 2026 | |
| 19 | Rhino Investment Partners, Inc | $8.6M | 330K | ▲+78% Added · +145K sh | Q1 2026 | |
| 20 | GOLDMAN SACHS GROUP INC | $8.1M | 312K | ▲+65% Added · +122K sh | Q1 2026 | |
| 21 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $8.0M | 309K | ▼−1.5% Reduced · −5K sh | Q1 2026 | |
| 22 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $7.5M | 289K | ▲+4.9% Added · +14K sh | Q1 2026 | |
| 23 | HEARTLAND ADVISORS INC | $8.1M | 275K | —Held | Q2 2026 | |
| 24 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $7.0M | 270K | ▼−4.5% Reduced · −13K sh | Q1 2026 | |
| 25 | VANGUARD FIDUCIARY TRUST CO | $6.9M | 267K | →First observed position No prior filed position | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 4 funds opened a new position in HFWA and 18 added to an existing one, while 18 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 81 funds | $168.9B |
| NVIDIA CORPNVDA | 80 funds | $247.4B |
| VISA INC-CLASS A SHARESV | 80 funds | $38.7B |
| JPMORGAN CHASE & COJPM | 79 funds | $34.6B |
| APPLE INCAAPL | 78 funds | $185.7B |
| ALPHABET INC-CL AGOOGL | 78 funds | $93.7B |
| BANK OF AMERICA CORPBAC | 78 funds | $17.9B |
| AMAZON.COM INCAMZN | 77 funds | $123.7B |
| ALPHABET INC-CL CGOOG | 77 funds | $84.5B |
| CHEVRON CORPCVX | 77 funds | $14.7B |
| WELLS FARGO & COWFC | 77 funds | $10.9B |
| RTX CORPRTX | 77 funds | $8.7B |
Ranked by how many of HFWA's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Sep 3, 2026 | CHARNESKI BRIAN | Director | Sell (S) | 14K | $399K |
| Aug 13, 2026 | Ray Matthew T. | EVP Chief Lending Officer | Sell (S) | 4K | $111K |
| Aug 5, 2026 | Chalfant Tony | EVP Chief Credit Officer | Sell (S) | 3K | $97K |
| Aug 5, 2026 | LYON JEFFREY S | Director | Sell (S) | 10K | $300K |
| Jul 30, 2026 | Wilson Kelli Ann | EVP Chief Banking Officer | Sell (S) | 4K | $112K |
| Jun 9, 2026 | Hinson Donald | EVPand Chief Financial Officer | Sell (S) | 4K | $109K |
| May 1, 2026 | Robison Sabrina C | EVP Chief HR Officer | Sell (S) | 5K | $130K |
| May 1, 2026 | Robison Sabrina C | EVP Chief HR Officer | Sell (S) | 716 | $20K |
| Feb 11, 2026 | Chalfant Tony | EVP Chief Credit Officer | Sell (S) | 5K | $129K |
| Feb 3, 2026 | Rivera Frederick B | Director | Sell (S) | 2K | $47K |
| Jan 26, 2026 | Wilson Kelli Ann | EVP Chief Banking Officer | Sell (S) | 2K | $50K |
| Nov 20, 2025 | McDonald Bryan | President | Buy (P) | 19K | $426K |
Connected entities for HFWA
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/HFWA/capital-change-brief"
Use Arkolith's capital_change_brief for HFWA. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for HFWA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.