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 167 institutions that hold shares in the stock, with a total of 27.7 Million shares, which have been reported (via 13F filing form) to have a value of $708 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 04, 2024 Q3 2024 |
227,371
shares
|
$5.84 Million
0.04% of portfolio
|
Q3 2024
Added 3.05%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 13, 2024 Q3 2024 |
218,420
shares
|
$5.61 Million
0.16% of portfolio
|
Q3 2024
Reduced 10.53%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Jan 31, 2025 Q4 2024 |
189,719
shares
|
$4.88 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
173,888
shares
|
$4.47 Million
0.0% of portfolio
|
Q3 2024
Reduced 13.4%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
166,176
shares
|
$4.27 Million
0.0% of portfolio
|
Q3 2024
Reduced 18.01%
|
|
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
Feb 14, 2023 Q4 2022 |
163,963
shares
|
$4.21 Million
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
150,732
shares
|
$3.87 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.63%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Nov 14, 2024 Q3 2024 |
147,846
shares
|
$3.8 Million
0.01% of portfolio
|
Q3 2024
Reduced 15.1%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Nov 13, 2024 Q3 2024 |
139,285
shares
|
$3.58 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Martin & CO Inc
Knoxville, TN |
Jan 31, 2025 Q4 2024 |
130,846
shares
|
$3.36 Million
0.87% of portfolio
|
Q4 2024
Reduced 4.14%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
123,283
shares
|
$3.17 Million
0.0% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
123,073
shares
|
$3.16 Million
0.01% of portfolio
|
Q3 2024
Reduced 9.62%
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
118,851
shares
|
$3.05 Million
0.04% of portfolio
|
Q4 2024
Added 5.06%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
105,964
shares
|
$2.72 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Assenagon Asset Management S.A.
|
Jan 14, 2025 Q4 2024 |
105,011
shares
|
$2.7 Million
0.0% of portfolio
|
Q4 2024
Reduced 34.42%
|
|
|
Rhumbline Advisers
Boston, MA |
Jan 30, 2025 Q4 2024 |
104,433
shares
|
$2.68 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
102,381
shares
|
$2.63 Million
0.0% of portfolio
|
Q3 2024
Added 3.54%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
101,627
shares
|
$2.61 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.41%
|
|
|
Legal & General Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
95,714
shares
|
$2.46 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
77,051
shares
|
$1.98 Million
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
73,300
shares
|
$1.88 Million
0.0% of portfolio
|
Q3 2024
Added 105.36%
|
|
|
Public Sector Pension Investment Board
Montreal, A8 |
Nov 14, 2024 Q3 2024 |
73,210
shares
|
$1.88 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.06%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
71,759
shares
|
$1.84 Million
0.0% of portfolio
|
Q3 2024
Added 19.19%
|
|
|
Swiss National Bank
Zurich, V8 |
Nov 07, 2024 Q3 2024 |
67,668
shares
|
$1.74 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.03%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
65,088
shares
|
$1.67 Million
0.0% of portfolio
|
Q3 2024
Added 46.94%
|