BlackRock (NASDAQ: HFWA) holds 5.46M shares, 13.3% stake

Rhea-AI Filing Summary

BlackRock, Inc. filed an amendment on Schedule 13G/A reporting beneficial ownership of 5,464,986 shares of Heritage Financial Corp common stock, equal to 13.3% of the class.

The filing shows sole voting power of 5,408,228 and sole dispositive power of 5,464,986. It notes that iShares Core S&P Small-Cap ETF has an interest above 5%. The form is signed by Spencer Fleming on 04/24/2026.

Key Figures

Beneficial ownership: 5,464,986 shares Percent of class: 13.3% Sole voting power: 5,408,228 shares +3 more

6 metrics

Beneficial ownership 5,464,986 shares Amount beneficially owned

Percent of class 13.3% Percent of Heritage Financial common stock

Sole voting power 5,408,228 shares Sole power to vote or direct the vote

Sole dispositive power 5,464,986 shares Sole power to dispose or direct disposition

CUSIP 42722X106 Heritage Financial Corp common stock identifier

Signature date 04/24/2026 Date signed by Spencer Fleming

Key Terms

Schedule 13G/A, Beneficial ownership, Sole dispositive power, iShares Core S&P Small-Cap ETF, +1 more

5 terms

Schedule 13G/A regulatory

"Amendment No. 14 ) HERITAGE FINANCIAL CORP Common Stock"

A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.

Beneficial ownership regulatory

"Item 4. | Ownership (a) | Amount beneficially owned: 5464986"

Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.

Sole dispositive power regulatory

"(iii) Sole power to dispose or to direct the disposition of: 5464986"

Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.

iShares Core S&P Small-Cap ETF financial

"The interest of 1 such person, iShares Core S&P Small-Cap ETF, in the common stock"

CUSIP technical

"CUSIP No.: 42722X106"

A CUSIP is a nine-character alphanumeric code that uniquely identifies a U.S. or Canadian financial security—such as a stock, bond, or fund share—like a Social Security number for an investment. It matters to investors because brokers, exchanges and record-keepers use the CUSIP to match trades, track ownership, settle transactions and pull accurate records, reducing errors and ensuring money and securities go to the right place.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 04/24/2026 - 04:11 PM Learn about SEC filing dates

FAQ

What stake does BlackRock report in Heritage Financial Corp (HFWA)?

BlackRock reports beneficial ownership of 5,464,986 shares, representing 13.3% of Heritage Financial Corp common stock. The filing lists sole voting power of 5,408,228 and sole dispositive power of 5,464,986.

Which BlackRock entity or fund is noted in the HFWA filing?

The filing attributes an interest above 5% to iShares Core S&P Small-Cap ETF. The schedule reflects securities held by Reporting Business Units of BlackRock, Inc., per Release No. 34-39538.

What form was filed and when was it signed for HFWA?

An amendment on Schedule 13G/A was filed for Heritage Financial Corp common stock. The signature on the amendment is dated 04/24/2026 and the cover shows the CUSIP 42722X106.

What voting and dispositive powers does BlackRock report for HFWA shares?

BlackRock reports sole voting power for 5,408,228 shares and sole dispositive power for 5,464,986 shares of Heritage Financial Corp common stock in this amendment.

Does this Schedule 13G/A indicate BlackRock controls Heritage Financial Corp?

The filing reports beneficial ownership of 13.3% and lists voting/dispositive powers, but it does not state control or governance actions. It reflects ownership reporting under Schedule 13G/A requirements.

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 14)

HERITAGE FINANCIAL CORP

(Name of Issuer)

Common Stock

(Title of Class of Securities)

42722X106

(CUSIP Number)

03/31/2026

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

schemaVersion:

SCHEDULE 13G

CUSIP Number(s): 42722X106

1

Names of Reporting Persons

BlackRock, Inc.

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 5,408,228.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 5,464,986.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

5,464,986.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

13.3 %

12

Type of Reporting Person (See Instructions)

HC

SCHEDULE 13G

Item 1.
(a)	Name of issuer: HERITAGE FINANCIAL CORP
(b)	Address of issuer's principal executive offices: 201 Fifth Avenue SW OLYMPIA WA 98501
Item 2.
(a)	Name of person filing: BlackRock, Inc. In accordance with SEC Release No. 34-39538 (January 12, 1998), this Schedule 13G reflects the securities beneficially owned, or deemed to be beneficially owned, by certain business units (collectively, the "Reporting Business Units") of BlackRock, Inc. and its subsidiaries and affiliates. It does not include securities, if any, beneficially owned by other business units whose beneficial ownership of securities are disaggregated from that of the Reporting Business Units in accordance with such release.
(b)	Address or principal business office or, if none, residence: BlackRock, Inc., 50 Hudson Yards New York, NY 10001
(c)	Citizenship: See Item 4 of Cover Page
(d)	Title of class of securities: Common Stock
(e)	CUSIP No.: 42722X106
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: 5464986
(b)	Percent of class: 13.3 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 5408228
	(ii) Shared power to vote or to direct the vote: 0
	(iii) Sole power to dispose or to direct the disposition of: 5464986
	(iv) Shared power to dispose or to direct the disposition of: 0
Item 5.	Ownership of 5 Percent or Less of a Class.
	Not Applicable
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	If any other person is known to have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, such securities, a statement to that effect should be included in response to this item and, if such interest relates to more than 5 percent of the class, such person should be identified. A listing of the shareholders of an investment company registered under the Investment Company Act of 1940 or the beneficiaries of employee benefit plan, pension fund or endowment fund is not required. The interest of 1 such person, iShares Core S&P Small-Cap ETF, in the common stock of HERITAGE FINANCIAL CORP is more than five percent of the total outstanding common stock.
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	If a parent holding company has filed this schedule, pursuant to Rule 13d-1(b)(ii)(G), so indicate under Item 3(g) and attach an exhibit stating the identity and the Item 3 classification of the relevant subsidiary. If a parent holding company has filed this schedule pursuant to Rule 13d-1(c) or Rule 13d-1(d), attach an exhibit stating the identification of the relevant subsidiary. See Exhibit 99
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

BlackRock, Inc.

Signature:	Spencer Fleming
Name/Title:	Managing Director
Date:	04/24/2026

Exhibit Information

Exhibit 24: Power of Attorney Exhibit 99: Item 7