Activist & passive stakes

Investors crossing the 5% ownership line, from SEC Schedule 13D (activist) and 13G (passive) filings. Newest first.

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Filing

Stake type

Min % owned

Amendments only.1–2 of 2

PassiveAmendment 5
Oct 28, 2026
HFWA · Heritage Financial Corp
Jennison Associates LLC
8.8% · 3,580,467 shSEC
PassiveAmendment 15
Oct 27, 2026
HFWA · Heritage Financial Corp
BlackRock, Inc.
14.3% · 5,859,241 shSEC

Filing	Symbol	Holder	% Owned	Shares	Filed	SEC filing
PassiveAmendment 5	HFWA	Jennison Associates LLC in Heritage Financial Corp	8.8%	3,580,467	Oct 28, 2026	SEC
PassiveAmendment 15	HFWA	BlackRock, Inc. in Heritage Financial Corp	14.3%	5,859,241	Oct 27, 2026	SEC