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 |
|---|---|---|---|---|---|
|
Principal Financial Group Inc
Des Moines, IA |
Aug 08, 2025 Q2 2025 |
206,988
shares
|
$4.86 Million
0.0% of portfolio
|
Q2 2025
Added 6.79%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
184,928
shares
|
$4.34 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
182,981
shares
|
$4.3 Million
0.01% of portfolio
|
Q2 2025
Added 41.3%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
180,581
shares
|
$4.24 Million
0.0% of portfolio
|
Q2 2025
Added 16.57%
|
|
|
Royce & Associates LP
|
Aug 11, 2025 Q2 2025 |
166,120
shares
|
$3.9 Million
0.04% of portfolio
|
Q1 2025
Reduced 26.21%
|
|
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
Feb 14, 2023 Q4 2022 |
163,963
shares
|
$3.85 Million
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
143,602
shares
|
$3.37 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.92%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
140,980
shares
|
$3.31 Million
0.0% of portfolio
|
Q1 2025
Reduced 37.61%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Aug 14, 2025 Q2 2025 |
140,446
shares
|
$3.3 Million
0.01% of portfolio
|
Q2 2025
Added 11.87%
|
|
|
American Century Companies Inc
Kansas City, MO |
Aug 12, 2025 Q2 2025 |
140,324
shares
|
$3.29 Million
0.0% of portfolio
|
Q2 2025
Reduced 34.31%
|
|
|
Martin & CO Inc
Knoxville, TN |
Aug 13, 2025 Q2 2025 |
131,248
shares
|
$3.08 Million
0.61% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
127,629
shares
|
$3 Million
0.04% of portfolio
|
Q2 2025
Added 3.09%
|
|
|
Public Sector Pension Investment Board
Montreal, A8 |
Aug 12, 2025 Q2 2025 |
116,282
shares
|
$2.73 Million
0.01% of portfolio
|
Q2 2025
Added 7.84%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
114,655
shares
|
$2.69 Million
0.0% of portfolio
|
Q2 2025
Reduced 51.87%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
109,546
shares
|
$2.57 Million
0.0% of portfolio
|
Q2 2025
Added 12.08%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
102,381
shares
|
$2.4 Million
0.0% of portfolio
|
Q3 2024
Added 3.54%
|
|
|
Rhumbline Advisers
Boston, MA |
Aug 12, 2025 Q2 2025 |
101,404
shares
|
$2.38 Million
0.0% of portfolio
|
Q2 2025
Added 3.7%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Aug 14, 2025 Q2 2025 |
98,734
shares
|
$2.32 Million
0.0% of portfolio
|
Q2 2025
Added 26.37%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
97,861
shares
|
$2.3 Million
0.0% of portfolio
|
Q2 2025
Reduced 43.81%
|
|
|
Legal & General Group PLC
London, X0 |
Aug 12, 2025 Q2 2025 |
94,931
shares
|
$2.23 Million
0.0% of portfolio
|
Q2 2025
Added 5.72%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
92,869
shares
|
$2.18 Million
0.0% of portfolio
|
Q2 2025
Added 5.36%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Aug 13, 2025 Q2 2025 |
84,478
shares
|
$1.98 Million
0.01% of portfolio
|
Q2 2025
Reduced 45.73%
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
78,042
shares
|
$1.83 Million
0.0% of portfolio
|
Q2 2025
Added 24.2%
|
|
|
Trexquant Investment LP
Stamford, CT |
Aug 12, 2025 Q2 2025 |
77,546
shares
|
$1.82 Million
0.02% of portfolio
|
Q2 2025
Reduced 33.68%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
77,051
shares
|
$1.81 Million
0.04% of portfolio
|
Q2 2023
New holding
|