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 188 institutions that hold shares in the stock, with a total of 28.7 Million shares, which have been reported (via 13F filing form) to have a value of $665 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
|
$115 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.69%
|
|
|
Jennison Associates LLC
|
May 02, 2025 Q1 2025 |
2,752,114
shares
|
$63.6 Million
0.05% of portfolio
|
Q1 2025
Added 24.71%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
2,410,536
shares
|
$55.7 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
May 13, 2025 Q1 2025 |
2,068,765
shares
|
$47.8 Million
0.01% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
1,534,870
shares
|
$35.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.35%
|
|
|
Victory Capital Management Inc
|
May 02, 2025 Q1 2025 |
1,480,997
shares
|
$34.2 Million
0.04% of portfolio
|
Q1 2025
Added 15727.69%
|
|
|
Alliancebernstein L.P.
New York, NY |
May 15, 2025 Q1 2025 |
1,382,473
shares
|
$31.9 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.63%
|
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
824,582
shares
|
$19 Million
0.0% of portfolio
|
Q1 2025
Added 3.08%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
May 14, 2025 Q1 2025 |
444,876
shares
|
$10.3 Million
0.01% of portfolio
|
Q1 2025
Added 2.67%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
431,882
shares
|
$9.98 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.27%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
412,199
shares
|
$9.52 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.95%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
386,956
shares
|
$8.94 Million
0.0% of portfolio
|
Q1 2025
Added 1.5%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
332,430
shares
|
$7.68 Million
0.01% of portfolio
|
Q1 2025
Added 35.28%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
328,781
shares
|
$7.59 Million
0.0% of portfolio
|
Q1 2025
Reduced 11.0%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
May 15, 2025 Q1 2025 |
327,248
shares
|
$7.56 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
323,754
shares
|
$7.48 Million
0.0% of portfolio
|
Q1 2025
Reduced 74.1%
|
|
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
May 13, 2025 Q1 2025 |
316,149
shares
|
$7.3 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Pro Share Advisors LLC
|
May 08, 2025 Q1 2025 |
304,049
shares
|
$7.02 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
291,900
shares
|
$6.74 Million
0.03% of portfolio
|
Q1 2025
Reduced 9.71%
|
|
|
Heartland Advisors Inc
Milwaukee, WI |
May 07, 2025 Q1 2025 |
275,000
shares
|
$6.35 Million
0.39% of portfolio
|
Q3 2024
Reduced 31.25%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
246,298
shares
|
$5.69 Million
0.16% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
238,210
shares
|
$5.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 11.7%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
234,065
shares
|
$5.41 Million
1.57% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Basswood Capital Management, L.L.C.
New York, NY |
May 14, 2025 Q1 2025 |
230,737
shares
|
$5.33 Million
0.32% of portfolio
|
Q3 2022
Reduced 62.98%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
May 15, 2025 Q1 2025 |
225,692
shares
|
$5.21 Million
0.2% of portfolio
|
Q1 2025
Added 9.28%
|