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 176 institutions that hold shares in the stock, with a total of 27.6 Million shares, which have been reported (via 13F filing form) to have a value of $652 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trexquant Investment LP
Stamford, CT |
Feb 12, 2025 Q4 2024 |
67,559
shares
|
$1.58 Million
0.02% of portfolio
|
Q4 2024
Added 187.05%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Feb 14, 2025 Q4 2024 |
61,356
shares
|
$1.44 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
61,155
shares
|
$1.43 Million
0.0% of portfolio
|
Q4 2024
Added 62.86%
|
|
|
Marshall Wace, LLP
London, X0 |
Feb 13, 2025 Q4 2024 |
57,646
shares
|
$1.35 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
53,477
shares
|
$1.25 Million
0.08% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
51,328
shares
|
$1.2 Million
0.04% of portfolio
|
Q1 2024
Added 44.32%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
49,841
shares
|
$1.17 Million
0.0% of portfolio
|
Q4 2024
Added 5.23%
|
|
|
Sei Investments CO
Oaks, PA |
Feb 11, 2025 Q4 2024 |
47,958
shares
|
$1.12 Million
0.0% of portfolio
|
Q4 2024
Reduced 25.51%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Feb 13, 2025 Q4 2024 |
47,554
shares
|
$1.11 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.15%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
44,052
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
Pacific Ridge Capital Partners, LLC
Lake Oswego, OR |
Feb 11, 2025 Q4 2024 |
42,306
shares
|
$990,383
0.26% of portfolio
|
Q3 2024
Reduced 25.51%
|
|
|
Prudential Financial Inc
Newark, NJ |
Feb 11, 2025 Q4 2024 |
35,199
shares
|
$824,008
0.0% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
34,619
shares
|
$810,430
0.0% of portfolio
|
Q4 2024
Reduced 24.66%
|
|
|
Winton Group LTD
London, X0 |
Feb 12, 2025 Q4 2024 |
34,361
shares
|
$804,391
0.06% of portfolio
|
Q4 2024
Added 211.55%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Feb 10, 2025 Q4 2024 |
34,307
shares
|
$803,126
0.01% of portfolio
|
Q4 2024
Added 85.77%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
Feb 13, 2025 Q4 2024 |
34,250
shares
|
$801,792
0.0% of portfolio
|
Q4 2024
Reduced 8.77%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
Feb 12, 2025 Q4 2024 |
33,613
shares
|
$786,880
0.01% of portfolio
|
Q4 2024
Added 13.01%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
32,650
shares
|
$764,336
0.0% of portfolio
|
Q4 2023
Reduced 39.64%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Feb 14, 2025 Q4 2024 |
32,194
shares
|
$753,661
0.0% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
30,654
shares
|
$717,610
0.0% of portfolio
|
Q4 2024
Reduced 75.09%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Feb 14, 2025 Q4 2024 |
29,901
shares
|
$699,982
0.0% of portfolio
|
Q4 2024
Added 6.84%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Feb 14, 2025 Q4 2024 |
29,871
shares
|
$699,280
0.0% of portfolio
|
Q4 2024
Added 60.07%
|
|
|
Rafferty Asset Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
29,396
shares
|
$688,160
0.0% of portfolio
|
Q4 2024
Reduced 26.04%
|
|
|
Martingale Asset Management L P
Boston, MA |
Feb 13, 2025 Q4 2024 |
29,000
shares
|
$678,890
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Strs Ohio
|
Nov 01, 2024 Q3 2024 |
28,800
shares
|
$674,208
0.0% of portfolio
|
Q3 2024
Reduced 10.0%
|