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 150 institutions that hold shares in the stock, with a total of 27.5 Million shares, which have been reported (via 13F filing form) to have a value of $482 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Great Lakes Advisors, LLC
Chicago, IL |
May 08, 2024 Q1 2024 |
209,326
shares
|
$3.67 Million
0.04% of portfolio
|
Q1 2024
Reduced 1.09%
|
|
Us Bancorp \De\
|
May 07, 2024 Q1 2024 |
206,776
shares
|
$3.63 Million
0.01% of portfolio
|
Q1 2024
Added 212.43%
|
|
Assenagon Asset Management S.A.
|
Apr 24, 2024 Q1 2024 |
205,854
shares
|
$3.61 Million
0.01% of portfolio
|
Q1 2024
Added 6.19%
|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 29, 2024 Q1 2024 |
200,324
shares
|
$3.52 Million
0.0% of portfolio
|
Q1 2024
Added 10.13%
|
|
Invesco Ltd.
Atlanta, GA |
May 14, 2024 Q1 2024 |
197,477
shares
|
$3.47 Million
0.0% of portfolio
|
Q1 2024
Added 38.36%
|
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
Feb 14, 2023 Q4 2022 |
163,963
shares
|
$2.88 Million
0.08% of portfolio
|
Q4 2022
New holding
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2024 Q1 2024 |
157,510
shares
|
$2.76 Million
0.01% of portfolio
|
Q1 2024
Added 3.5%
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 14, 2024 Q1 2024 |
149,312
shares
|
$2.62 Million
0.01% of portfolio
|
Q1 2024
Added 4.22%
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
May 15, 2024 Q1 2024 |
145,046
shares
|
$2.55 Million
0.01% of portfolio
|
Q1 2024
Reduced 1.96%
|
|
Panagora Asset Management Inc
Boston, MA |
May 07, 2024 Q1 2024 |
142,031
shares
|
$2.49 Million
0.01% of portfolio
|
Q1 2024
Added 6.37%
|
|
Martin & CO Inc
Knoxville, TN |
May 13, 2024 Q1 2024 |
141,408
shares
|
$2.48 Million
0.71% of portfolio
|
Q1 2024
Added 2.12%
|
|
Allspring Global Investments Holdings, LLC
|
Apr 29, 2024 Q1 2024 |
128,587
shares
|
$2.26 Million
0.0% of portfolio
|
Q1 2024
Reduced 3.18%
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
126,836
shares
|
$2.23 Million
0.0% of portfolio
|
Q1 2024
Added 9.97%
|
|
Elequin Capital LP
New York, NY |
May 14, 2024 Q1 2024 |
121,041
shares
|
$2.12 Million
0.23% of portfolio
|
Q1 2024
Added 1730.07%
|
|
Penn Capital Management Company, LLC
Philadelphia, PA |
May 15, 2024 Q1 2024 |
121,041
shares
|
$2.12 Million
0.23% of portfolio
|
Q1 2024
Added 286.26%
|
|
Boston Partners
Boston, MA |
May 28, 2024 Q1 2024 |
112,443
shares
|
$1.97 Million
0.0% of portfolio
|
Q1 2024
Added 70.54%
|
|
Rhumbline Advisers
Boston, MA |
May 09, 2024 Q1 2024 |
111,112
shares
|
$1.95 Million
0.0% of portfolio
|
Q1 2024
Reduced 3.32%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
104,362
shares
|
$1.83 Million
0.0% of portfolio
|
Q1 2024
Reduced 10.19%
|
|
Nuveen Asset Management, LLC
Chicago, IL |
May 13, 2024 Q1 2024 |
103,848
shares
|
$1.82 Million
0.0% of portfolio
|
Q1 2024
Reduced 3.72%
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2024 Q1 2024 |
99,902
shares
|
$1.75 Million
0.0% of portfolio
|
Q1 2024
Reduced 0.26%
|
|
Empowered Funds, LLC
|
May 07, 2024 Q1 2024 |
99,626
shares
|
$1.75 Million
0.04% of portfolio
|
Q1 2024
Added 18.82%
|
|
Legal & General Group PLC
London, X0 |
Jul 01, 2024 Q1 2024 |
98,289
shares
|
$1.72 Million
0.0% of portfolio
|
Q1 2024
Added 1.15%
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
96,660
shares
|
$1.7 Million
0.0% of portfolio
|
Q1 2024
Reduced 17.6%
|
|
Hsbc Holdings PLC
London, X0 |
May 15, 2024 Q1 2024 |
84,618
shares
|
$1.49 Million
0.0% of portfolio
|
Q1 2024
Reduced 53.67%
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
77,051
shares
|
$1.35 Million
0.04% of portfolio
|
Q2 2023
New holding
|