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 $734 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
88,143
shares
|
$2.25 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.11%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
83,175
shares
|
$2.13 Million
0.02% of portfolio
|
Q1 2025
Added 527.69%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
May 19, 2025 Q1 2025 |
78,130
shares
|
$2 Million
0.0% of portfolio
|
Q1 2025
Added 7.45%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
77,051
shares
|
$1.97 Million
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Lsv Asset Management
Chicago, IL |
May 08, 2025 Q1 2025 |
74,500
shares
|
$1.9 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Exodus Point Capital Management, LP
New York, NY |
May 14, 2025 Q1 2025 |
72,322
shares
|
$1.85 Million
0.02% of portfolio
|
Q1 2025
Added 115.16%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
72,309
shares
|
$1.85 Million
0.02% of portfolio
|
Q1 2025
Reduced 95.89%
|
|
|
Swiss National Bank
Zurich, V8 |
May 12, 2025 Q1 2025 |
66,168
shares
|
$1.69 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
64,902
shares
|
$1.66 Million
0.0% of portfolio
|
Q1 2025
Added 87.48%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
62,838
shares
|
$1.61 Million
0.0% of portfolio
|
Q1 2025
Reduced 11.37%
|
|
|
Jackson Creek Investment Advisors LLC
|
May 05, 2025 Q1 2025 |
61,861
shares
|
$1.58 Million
0.48% of portfolio
|
Q1 2025
New holding
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
58,674
shares
|
$1.5 Million
0.01% of portfolio
|
Q1 2025
Added 17.72%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
54,722
shares
|
$1.4 Million
0.0% of portfolio
|
Q1 2025
Added 203.77%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
53,474
shares
|
$1.37 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
51,328
shares
|
$1.31 Million
0.04% of portfolio
|
Q1 2024
Added 44.32%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
May 08, 2025 Q1 2025 |
50,243
shares
|
$1.28 Million
0.0% of portfolio
|
Q1 2025
Added 5.65%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
49,816
shares
|
$1.27 Million
0.0% of portfolio
|
Q1 2025
Added 13.08%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
May 20, 2025 Q1 2025 |
45,041
shares
|
$1.15 Million
0.01% of portfolio
|
Q1 2025
Added 31.29%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
44,316
shares
|
$1.13 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pacific Ridge Capital Partners, LLC
Lake Oswego, OR |
May 08, 2025 Q1 2025 |
41,965
shares
|
$1.07 Million
0.29% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Jun 18, 2025 Q1 2025 |
38,048
shares
|
$972,887
0.0% of portfolio
|
Q1 2025
Added 34.23%
|
|
|
Versor Investments LP
|
May 13, 2025 Q1 2025 |
38,000
shares
|
$971,660
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Texas Permanent School Fund
Austin, TX |
May 14, 2025 Q1 2025 |
35,922
shares
|
$918,525
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Y Intercept (Hong Kong) LTD
|
May 05, 2025 Q1 2025 |
34,684
shares
|
$886,869
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
May 15, 2025 Q1 2025 |
34,278
shares
|
$876,488
0.0% of portfolio
|
Q1 2025
Added 0.08%
|