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 169 institutions that hold shares in the stock, with a total of 26.9 Million shares, which have been reported (via 13F filing form) to have a value of $559 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
|
$104 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.69%
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 13, 2024 Q2 2024 |
2,490,120
shares
|
$51.7 Million
0.0% of portfolio
|
Q2 2024
Added 0.13%
|
|
Dimensional Fund Advisors LP
Austin, TX |
Aug 09, 2024 Q2 2024 |
1,934,852
shares
|
$40.2 Million
0.01% of portfolio
|
Q2 2024
Added 4.32%
|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2024 Q2 2024 |
1,701,664
shares
|
$35.4 Million
0.01% of portfolio
|
Q2 2024
Reduced 11.92%
|
|
State Street Corp
Boston, MA |
Aug 14, 2024 Q2 2024 |
1,590,951
shares
|
$33.1 Million
0.0% of portfolio
|
Q2 2024
Reduced 4.11%
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2024 Q2 2024 |
1,260,464
shares
|
$26.2 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.81%
|
|
Jennison Associates LLC
|
Aug 05, 2024 Q2 2024 |
1,015,801
shares
|
$21.1 Million
0.01% of portfolio
|
Q2 2024
Added 34.8%
|
|
Geode Capital Management, LLC
Boston, MA |
Aug 09, 2024 Q2 2024 |
808,759
shares
|
$16.8 Million
0.0% of portfolio
|
Q2 2024
Added 3.08%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
557,225
shares
|
$11.6 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.19%
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
482,288
shares
|
$10 Million
0.0% of portfolio
|
Q1 2024
Reduced 3.17%
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
460,835
shares
|
$9.58 Million
0.0% of portfolio
|
Q2 2024
Reduced 50.98%
|
|
Northern Trust Corp
Chicago, IL |
Aug 14, 2024 Q2 2024 |
432,079
shares
|
$8.98 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.75%
|
|
Heartland Advisors Inc
Milwaukee, WI |
Aug 08, 2024 Q2 2024 |
400,000
shares
|
$8.31 Million
0.41% of portfolio
|
Q1 2024
Reduced 10.31%
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2024 Q2 2024 |
365,477
shares
|
$7.59 Million
0.01% of portfolio
|
Q2 2024
Reduced 6.2%
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
349,230
shares
|
$7.26 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.19%
|
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
Aug 14, 2024 Q2 2024 |
334,330
shares
|
$6.95 Million
0.02% of portfolio
|
Q2 2024
Added 20.19%
|
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
Aug 14, 2024 Q2 2024 |
326,492
shares
|
$6.78 Million
0.02% of portfolio
|
Q2 2024
Reduced 0.41%
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 09, 2024 Q2 2024 |
321,089
shares
|
$6.67 Million
0.01% of portfolio
|
Q2 2024
Added 5.63%
|
|
Royce & Associates LP
|
Aug 13, 2024 Q2 2024 |
289,543
shares
|
$6.02 Million
0.05% of portfolio
|
Q2 2024
Reduced 0.98%
|
|
American Century Companies Inc
Kansas City, MO |
Aug 07, 2024 Q2 2024 |
278,017
shares
|
$5.78 Million
0.0% of portfolio
|
Q2 2024
Added 3.01%
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
Aug 14, 2024 Q2 2024 |
261,415
shares
|
$5.43 Million
0.0% of portfolio
|
Q2 2024
Reduced 31.86%
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Aug 27, 2024 Q2 2024 |
244,138
shares
|
$5.07 Million
0.15% of portfolio
|
Q2 2024
Added 437.97%
|
|
Kiley Juergens Wealth Management, LLC
|
Jul 23, 2024 Q2 2024 |
239,847
shares
|
$4.98 Million
1.25% of portfolio
|
Q2 2024
Added 0.1%
|
|
Basswood Capital Management, L.L.C.
New York, NY |
Aug 14, 2024 Q2 2024 |
230,737
shares
|
$4.79 Million
0.27% of portfolio
|
Q3 2022
Reduced 62.98%
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Aug 14, 2024 Q2 2024 |
229,866
shares
|
$4.78 Million
0.1% of portfolio
|
Q2 2024
Added 3.48%
|