Institutional Ownership Heritage Financial Corp (HFWA)
This table provides information about the institutional ownership of Heritage Financial Corp (HFWA). We have compiled data on the 150 institutions that hold shares in the stock, with a total of 27.5 Million shares, which have been reported (via 13F filing form) to have a value of $492 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
May 10, 2024 Q1 2024 |
5,119,688
shares
|
$91.6 Million
0.0% of portfolio
|
Q1 2024
Added 0.93%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 10, 2024 Q1 2024 |
2,486,777
shares
|
$44.5 Million
0.0% of portfolio
|
Q1 2024
Reduced 7.05%
|
|
|
Alliancebernstein L.P.
New York, NY |
May 14, 2024 Q1 2024 |
1,931,948
shares
|
$34.6 Million
0.01% of portfolio
|
Q1 2024
Reduced 2.98%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
May 10, 2024 Q1 2024 |
1,854,808
shares
|
$33.2 Million
0.01% of portfolio
|
Q1 2024
Added 6.98%
|
|
|
State Street Corp
Boston, MA |
May 15, 2024 Q1 2024 |
1,659,158
shares
|
$29.7 Million
0.0% of portfolio
|
Q1 2024
Added 2.64%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 08, 2024 Q1 2024 |
1,283,655
shares
|
$23 Million
0.01% of portfolio
|
Q1 2024
Added 27.26%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 15, 2024 Q1 2024 |
940,043
shares
|
$16.8 Million
0.0% of portfolio
|
Q1 2024
Added 0.84%
|
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2024 Q1 2024 |
784,630
shares
|
$14 Million
0.0% of portfolio
|
Q1 2024
Added 1.4%
|
|
|
Jennison Associates LLC
|
May 02, 2024 Q1 2024 |
753,570
shares
|
$13.5 Million
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
563,922
shares
|
$10.1 Million
0.0% of portfolio
|
Q1 2024
Added 7.12%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
482,696
shares
|
$8.64 Million
0.0% of portfolio
|
Q1 2024
Reduced 3.17%
|
|
|
Northern Trust Corp
Chicago, IL |
May 14, 2024 Q1 2024 |
439,753
shares
|
$7.87 Million
0.0% of portfolio
|
Q1 2024
Reduced 5.43%
|
|
|
Heartland Advisors Inc
Milwaukee, WI |
May 07, 2024 Q1 2024 |
400,000
shares
|
$7.16 Million
0.41% of portfolio
|
Q1 2024
Reduced 10.31%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2024 Q1 2024 |
389,654
shares
|
$6.97 Million
0.01% of portfolio
|
Q1 2024
Added 4.2%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
May 15, 2024 Q1 2024 |
383,632
shares
|
$6.87 Million
0.01% of portfolio
|
Q1 2024
Added 38.52%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
May 14, 2024 Q1 2024 |
349,909
shares
|
$6.26 Million
0.01% of portfolio
|
Q1 2024
Reduced 0.55%
|
|
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
May 09, 2024 Q1 2024 |
327,838
shares
|
$5.87 Million
0.02% of portfolio
|
Q4 2023
Added 21.74%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 13, 2024 Q1 2024 |
303,989
shares
|
$5.44 Million
0.01% of portfolio
|
Q1 2024
Added 109.23%
|
|
|
Royce & Associates LP
|
May 13, 2024 Q1 2024 |
292,423
shares
|
$5.23 Million
0.05% of portfolio
|
Q1 2024
Added 75.42%
|
|
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
May 14, 2024 Q1 2024 |
278,160
shares
|
$4.98 Million
0.02% of portfolio
|
Q1 2024
Added 83.3%
|
|
|
American Century Companies Inc
Kansas City, MO |
May 14, 2024 Q1 2024 |
269,905
shares
|
$4.83 Million
0.0% of portfolio
|
Q1 2024
Added 45.99%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
May 15, 2024 Q1 2024 |
247,419
shares
|
$4.43 Million
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Kiley Juergens Wealth Management, LLC
|
Apr 18, 2024 Q1 2024 |
239,596
shares
|
$4.29 Million
1.49% of portfolio
|
Q1 2024
Added 0.73%
|
|
|
Basswood Capital Management, L.L.C.
New York, NY |
May 15, 2024 Q1 2024 |
230,737
shares
|
$4.13 Million
0.27% of portfolio
|
Q3 2022
Reduced 62.98%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
May 15, 2024 Q1 2024 |
222,126
shares
|
$3.98 Million
0.09% of portfolio
|
Q1 2024
Added 3.51%
|
|