Jennison holds 9.2% stake in Heritage Financial

Jennison Associates LLC filed an amended Schedule 13G reporting its beneficial ownership of common stock of Heritage Financial Corp as of 12/31/2025.

Rhea-AI Filing Summary

Jennison Associates LLC filed an amended Schedule 13G reporting its beneficial ownership of common stock of Heritage Financial Corp as of 12/31/2025. Jennison reports beneficial ownership of 3,107,165 shares, representing 9.2% of Heritage Financial's common stock, with sole voting power over these shares and shared dispositive power.

The firm certifies the shares were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Heritage Financial.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What percentage of Heritage Financial Corp (HFWA) does Jennison Associates own?

Jennison Associates LLC reports beneficial ownership of 9.2% of Heritage Financial Corp’s common stock. This corresponds to 3,107,165 shares as of December 31, 2025, according to the amended Schedule 13G filing.

How many Heritage Financial Corp (HFWA) shares does Jennison Associates report owning?

Jennison Associates LLC reports beneficial ownership of 3,107,165 Heritage Financial Corp common shares. The filing shows sole voting power over these shares and shared dispositive power over the same number, as of December 31, 2025.

Is Jennison Associates seeking control of Heritage Financial Corp (HFWA)?

Jennison Associates states the shares were acquired and are held in the ordinary course of business. It certifies they were not acquired and are not held to change or influence control of Heritage Financial, nor in connection with any control-related transaction.

What type of filing did Jennison Associates make for Heritage Financial Corp (HFWA)?

Jennison Associates LLC filed an Amendment No. 3 to Schedule 13G for Heritage Financial Corp. This filing reports passive beneficial ownership of more than 5% of the company’s common stock as of December 31, 2025.

Who signed the Heritage Financial Corp (HFWA) Schedule 13G/A for Jennison Associates?

The Schedule 13G/A was signed by Beata Markowicz, Senior Vice President, Compliance, on 01/30/2026. The signature certifies that, after reasonable inquiry, the information in the statement is true, complete, and correct.

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

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Accepted by SEC EDGAR 01/30/2026 - 04:22 PM Learn about SEC filing dates

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 3)

HERITAGE FINANCIAL CORP

(Name of Issuer)

Common Stock

(Title of Class of Securities)

42722X106

(CUSIP Number)

12/31/2025

(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)

SCHEDULE 13G

CUSIP No. 42722X106

1

Names of Reporting Persons

Jennison Associates LLC

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 3,107,165.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 3,107,165.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

3,107,165.00

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)

9.2 %

12

Type of Reporting Person (See Instructions)

IA

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: Jennison Associates LLC
(b)	Address or principal business office or, if none, residence: 55 East 52nd Street, New York, NY 10055
(c)	Citizenship: USA
(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: 3107165
(b)	Percent of class: 9.2 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 3107165
	(ii) Shared power to vote or to direct the vote: 0
	(iii) Sole power to dispose or to direct the disposition of: 0
	(iv) Shared power to dispose or to direct the disposition of: 3107165
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.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
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.

Jennison Associates LLC

Signature:	Beata Markowicz
Name/Title:	Senior Vice President, Compliance
Date:	01/30/2026