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 181 institutions that hold shares in the stock, with a total of 29 Million shares, which have been reported (via 13F filing form) to have a value of $682 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
4,981,880
shares
|
$117 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.69%
|
|
|
Jennison Associates LLC
|
Aug 01, 2025 Q2 2025 |
2,977,315
shares
|
$69.9 Million
0.04% of portfolio
|
Q2 2025
Added 8.18%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
2,419,737
shares
|
$56.8 Million
0.0% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Victory Capital Management Inc
|
Aug 13, 2025 Q2 2025 |
2,406,061
shares
|
$56.5 Million
0.04% of portfolio
|
Q2 2025
Added 62.46%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Aug 12, 2025 Q2 2025 |
2,037,959
shares
|
$47.9 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.49%
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
1,587,311
shares
|
$37.3 Million
0.0% of portfolio
|
Q2 2025
Added 3.42%
|
|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
1,360,681
shares
|
$31.9 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
828,029
shares
|
$19.4 Million
0.0% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
Aug 13, 2025 Q2 2025 |
504,509
shares
|
$11.8 Million
0.01% of portfolio
|
Q2 2025
Added 13.4%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
408,080
shares
|
$9.58 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
393,619
shares
|
$9.24 Million
0.0% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
381,132
shares
|
$8.95 Million
0.0% of portfolio
|
Q2 2025
Reduced 11.75%
|
|
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
Aug 14, 2025 Q2 2025 |
326,731
shares
|
$7.67 Million
0.03% of portfolio
|
Q2 2025
Added 3.35%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
323,223
shares
|
$7.59 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
321,534
shares
|
$7.55 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.28%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
320,602
shares
|
$7.53 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
283,970
shares
|
$6.67 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
275,223
shares
|
$6.46 Million
0.0% of portfolio
|
Q2 2025
Reduced 16.29%
|
|
|
Heartland Advisors Inc
Milwaukee, WI |
May 07, 2025 Q1 2025 |
275,000
shares
|
$6.46 Million
0.39% of portfolio
|
Q3 2024
Reduced 31.25%
|
|
|
Pro Share Advisors LLC
|
Aug 07, 2025 Q2 2025 |
266,360
shares
|
$6.25 Million
0.01% of portfolio
|
Q2 2025
Reduced 12.4%
|
|
|
Nuveen, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
256,892
shares
|
$6.03 Million
0.0% of portfolio
|
Q2 2025
Added 150.92%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
250,129
shares
|
$5.87 Million
0.15% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
232,857
shares
|
$5.47 Million
1.33% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Basswood Capital Management, L.L.C.
New York, NY |
Aug 14, 2025 Q2 2025 |
230,737
shares
|
$5.42 Million
0.26% of portfolio
|
Q3 2022
Reduced 62.98%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Aug 13, 2025 Q2 2025 |
222,286
shares
|
$5.22 Million
0.18% of portfolio
|
Q2 2025
Reduced 1.51%
|