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 |
---|---|---|---|---|---|
Public Sector Pension Investment Board
Montreal, A8 |
May 14, 2024 Q1 2024 |
72,433
shares
|
$1.27 Million
0.01% of portfolio
|
Q4 2023
Added 67.21%
|
|
Swiss National Bank
Zurich, V8 |
May 07, 2024 Q1 2024 |
69,068
shares
|
$1.21 Million
0.0% of portfolio
|
Q4 2023
Reduced 10.5%
|
|
Sei Investments CO
Oaks, PA |
May 07, 2024 Q1 2024 |
62,267
shares
|
$1.09 Million
0.0% of portfolio
|
Q1 2024
Reduced 4.49%
|
|
Barclays PLC
London, X0 |
May 15, 2024 Q1 2024 |
60,261
shares
|
$1.06 Million
0.0% of portfolio
|
Q1 2024
Reduced 22.54%
|
|
Citigroup Inc
|
May 10, 2024 Q1 2024 |
60,042
shares
|
$1.05 Million
0.0% of portfolio
|
Q1 2024
Added 24.99%
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
58,110
shares
|
$1.02 Million
0.0% of portfolio
|
Q1 2024
Reduced 47.97%
|
|
Pacific Ridge Capital Partners, LLC
Lake Oswego, OR |
May 09, 2024 Q1 2024 |
56,722
shares
|
$995,471
0.25% of portfolio
|
Q1 2024
Reduced 6.44%
|
|
Prudential Financial Inc
Newark, NJ |
May 14, 2024 Q1 2024 |
55,099
shares
|
$966,987
0.0% of portfolio
|
Q1 2024
Reduced 5.16%
|
|
Nwam LLC
Mercer Island, WA |
May 09, 2024 Q1 2024 |
54,853
shares
|
$962,670
0.09% of portfolio
|
Q1 2024
Reduced 0.03%
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
51,328
shares
|
$900,806
0.04% of portfolio
|
Q1 2024
Added 44.32%
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
May 14, 2024 Q1 2024 |
50,078
shares
|
$878,868
0.0% of portfolio
|
Q1 2024
Reduced 0.85%
|
|
Trexquant Investment LP
Stamford, CT |
May 14, 2024 Q1 2024 |
49,136
shares
|
$862,336
0.02% of portfolio
|
Q1 2024
Reduced 2.1%
|
|
Rafferty Asset Management, LLC
New York, NY |
May 13, 2024 Q1 2024 |
45,395
shares
|
$796,682
0.0% of portfolio
|
Q1 2024
Added 10.35%
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 14, 2024 Q1 2024 |
45,052
shares
|
$790,662
0.0% of portfolio
|
Q1 2024
Reduced 4.25%
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
May 15, 2024 Q1 2024 |
42,546
shares
|
$746,682
0.0% of portfolio
|
Q3 2023
Reduced 4.49%
|
|
Keybank National Association
|
May 14, 2024 Q1 2024 |
40,163
shares
|
$704,860
0.0% of portfolio
|
Q1 2024
Added 17.99%
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
37,654
shares
|
$660,827
0.0% of portfolio
|
Q1 2024
Reduced 28.3%
|
|
California State Teachers Retirement System
West Sacramento, CA |
May 15, 2024 Q1 2024 |
34,882
shares
|
$612,179
0.0% of portfolio
|
Q1 2024
Reduced 5.53%
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
32,650
shares
|
$573,007
0.0% of portfolio
|
Q4 2023
Reduced 39.64%
|
|
Great West Life Assurance CO
Winnipeg, A2 |
May 13, 2024 Q1 2024 |
32,445
shares
|
$569,409
0.0% of portfolio
|
Q1 2024
Reduced 10.58%
|
|
Globeflex Capital L P
San Diego, CA |
May 14, 2024 Q1 2024 |
31,873
shares
|
$559,371
0.06% of portfolio
|
Q1 2024
Reduced 4.86%
|
|
Texas Permanent School Fund
Austin, TX |
May 03, 2024 Q1 2024 |
30,549
shares
|
$536,134
0.0% of portfolio
|
Q1 2024
Added 1.32%
|
|
Ejf Capital LLC
Arlington, VA |
May 15, 2024 Q1 2024 |
29,805
shares
|
$523,077
0.42% of portfolio
|
Q1 2024
Reduced 9.94%
|
|
Price T Rowe Associates Inc
Baltimore, MD |
May 15, 2024 Q1 2024 |
29,784
shares
|
$522,709
0.0% of portfolio
|
Q1 2024
Added 5.2%
|
|
Strs Ohio
|
May 13, 2024 Q1 2024 |
28,700
shares
|
$503,685
0.0% of portfolio
|
Q1 2024
Reduced 5.9%
|