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 $663 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
American Century Companies Inc
Kansas City, MO |
May 13, 2025 Q1 2025 |
213,628
shares
|
$4.93 Million
0.0% of portfolio
|
Q1 2025
Reduced 23.2%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 28, 2025 Q1 2025 |
193,820
shares
|
$4.48 Million
0.0% of portfolio
|
Q1 2025
Added 2.16%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
189,044
shares
|
$4.37 Million
0.04% of portfolio
|
Q1 2025
Reduced 14.17%
|
|
|
Deprince Race & Zollo Inc
Winter Park, FL |
May 15, 2025 Q1 2025 |
184,835
shares
|
$4.27 Million
0.09% of portfolio
|
Q1 2025
Added 20.6%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
174,151
shares
|
$4.02 Million
0.01% of portfolio
|
Q1 2025
Added 21.01%
|
|
|
Royce & Associates LP
|
May 06, 2025 Q1 2025 |
166,120
shares
|
$3.84 Million
0.05% of portfolio
|
Q1 2025
Reduced 26.21%
|
|
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
Feb 14, 2023 Q4 2022 |
163,963
shares
|
$3.79 Million
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
161,214
shares
|
$3.72 Million
0.0% of portfolio
|
Q1 2025
Reduced 56.67%
|
|
|
Panagora Asset Management Inc
Boston, MA |
May 15, 2025 Q1 2025 |
155,661
shares
|
$3.6 Million
0.02% of portfolio
|
Q1 2025
Added 15.13%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
154,908
shares
|
$3.58 Million
0.0% of portfolio
|
Q1 2025
Added 4.75%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
140,980
shares
|
$3.26 Million
0.0% of portfolio
|
Q1 2025
Reduced 37.61%
|
|
|
Martin & CO Inc
Knoxville, TN |
May 15, 2025 Q1 2025 |
132,713
shares
|
$3.07 Million
0.67% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
129,495
shares
|
$2.99 Million
0.01% of portfolio
|
Q1 2025
Added 1.89%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
May 15, 2025 Q1 2025 |
125,546
shares
|
$2.9 Million
0.01% of portfolio
|
Q1 2025
Reduced 11.05%
|
|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
123,798
shares
|
$2.86 Million
0.04% of portfolio
|
Q1 2025
Added 4.16%
|
|
|
Zacks Investment Management
Chicago, IL |
May 14, 2025 Q1 2025 |
122,706
shares
|
$2.83 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Trexquant Investment LP
Stamford, CT |
May 14, 2025 Q1 2025 |
116,930
shares
|
$2.7 Million
0.04% of portfolio
|
Q1 2025
Added 73.08%
|
|
|
Public Sector Pension Investment Board
Montreal, A8 |
May 12, 2025 Q1 2025 |
107,826
shares
|
$2.49 Million
0.01% of portfolio
|
Q1 2025
Added 26.69%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
107,482
shares
|
$2.48 Million
0.0% of portfolio
|
Q1 2025
Added 437.33%
|
|
|
Nuveen, LLC
Charlotte, NC |
May 12, 2025 Q1 2025 |
102,381
shares
|
$2.37 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
102,381
shares
|
$2.37 Million
0.0% of portfolio
|
Q3 2024
Added 3.54%
|
|
|
Rhumbline Advisers
Boston, MA |
Apr 08, 2025 Q1 2025 |
97,786
shares
|
$2.26 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.36%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
97,738
shares
|
$2.26 Million
0.0% of portfolio
|
Q1 2025
Added 59.82%
|
|
|
Legal & General Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
89,796
shares
|
$2.07 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.47%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
89,567
shares
|
$2.07 Million
0.0% of portfolio
|
Q1 2025
Added 7.67%
|