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 |
|---|---|---|---|---|---|
|
Lsv Asset Management
Chicago, IL |
Aug 11, 2025 Q2 2025 |
74,500
shares
|
$1.75 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
68,413
shares
|
$1.61 Million
0.0% of portfolio
|
Q2 2025
Reduced 23.62%
|
|
|
Swiss National Bank
Zurich, V8 |
May 12, 2025 Q1 2025 |
66,168
shares
|
$1.55 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
62,924
shares
|
$1.48 Million
0.01% of portfolio
|
Q2 2025
Added 7.24%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
58,141
shares
|
$1.37 Million
0.0% of portfolio
|
Q2 2025
Reduced 45.91%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
57,675
shares
|
$1.35 Million
0.0% of portfolio
|
Q2 2025
Added 5.4%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
57,442
shares
|
$1.35 Million
0.0% of portfolio
|
Q2 2025
Added 14.33%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
53,476
shares
|
$1.26 Million
0.11% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
52,782
shares
|
$1.24 Million
0.0% of portfolio
|
Q2 2025
Added 38.72%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
51,328
shares
|
$1.21 Million
0.04% of portfolio
|
Q1 2024
Added 44.32%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
50,895
shares
|
$1.2 Million
0.0% of portfolio
|
Q2 2025
Added 14.85%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
49,816
shares
|
$1.17 Million
0.0% of portfolio
|
Q1 2025
Added 13.08%
|
|
|
Deprince Race & Zollo Inc
Winter Park, FL |
Aug 14, 2025 Q2 2025 |
43,787
shares
|
$1.03 Million
0.02% of portfolio
|
Q2 2025
Reduced 76.31%
|
|
|
Pacific Ridge Capital Partners, LLC
Lake Oswego, OR |
Aug 11, 2025 Q2 2025 |
41,965
shares
|
$985,338
0.26% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
39,535
shares
|
$928,281
0.0% of portfolio
|
Q2 2025
Added 70.9%
|
|
|
Rafferty Asset Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
38,104
shares
|
$894,681
0.0% of portfolio
|
Q2 2025
Added 33.62%
|
|
|
Texas Permanent School Fund
Austin, TX |
May 14, 2025 Q1 2025 |
35,922
shares
|
$843,448
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Prudential Financial Inc
Newark, NJ |
Aug 12, 2025 Q2 2025 |
35,315
shares
|
$829,196
0.0% of portfolio
|
Q2 2025
Added 5.61%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Aug 08, 2025 Q2 2025 |
34,931
shares
|
$820,179
0.01% of portfolio
|
Q2 2025
Reduced 22.45%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
34,571
shares
|
$811,727
0.0% of portfolio
|
Q2 2025
Added 4.31%
|
|
|
Versor Investments LP
|
Aug 05, 2025 Q2 2025 |
34,200
shares
|
$803,016
0.15% of portfolio
|
Q2 2025
Reduced 10.0%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Aug 14, 2025 Q2 2025 |
33,964
shares
|
$797,474
0.0% of portfolio
|
Q2 2025
Added 287.01%
|
|
|
Lazard Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
33,129
shares
|
$777,868
0.0% of portfolio
|
Q2 2025
Added 8.74%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
32,650
shares
|
$766,622
0.0% of portfolio
|
Q4 2023
Reduced 39.64%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
Aug 14, 2025 Q2 2025 |
32,191
shares
|
$755,844
0.0% of portfolio
|
Q2 2025
Reduced 6.09%
|