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 |
|---|---|---|---|---|---|
|
Prudential Financial Inc
Newark, NJ |
May 13, 2025 Q1 2025 |
33,439
shares
|
$855,035
0.0% of portfolio
|
Q1 2025
Reduced 5.0%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
May 14, 2025 Q1 2025 |
33,141
shares
|
$847,415
0.0% of portfolio
|
Q1 2025
Added 10.84%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
32,650
shares
|
$834,860
0.0% of portfolio
|
Q4 2023
Reduced 39.64%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
May 15, 2025 Q1 2025 |
32,194
shares
|
$823,200
0.0% of portfolio
|
Q2 2024
Added 5.67%
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
30,466
shares
|
$779,015
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
State Of Tennessee, Treasury Department
Nashville, TN |
May 13, 2025 Q1 2025 |
28,885
shares
|
$738,589
0.0% of portfolio
|
Q1 2025
Added 78.17%
|
|
|
Rafferty Asset Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
28,517
shares
|
$729,179
0.0% of portfolio
|
Q1 2025
Reduced 2.99%
|
|
|
Globeflex Capital L P
San Diego, CA |
May 12, 2025 Q1 2025 |
27,300
shares
|
$698,061
0.06% of portfolio
|
Q2 2024
Reduced 14.35%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
26,907
shares
|
$688,011
0.0% of portfolio
|
Q4 2024
Added 11.02%
|
|
|
Penn Capital Management Company, LLC
Philadelphia, PA |
May 14, 2025 Q1 2025 |
25,948
shares
|
$663,490
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Strs Ohio
|
May 28, 2025 Q1 2025 |
25,200
shares
|
$644,364
0.0% of portfolio
|
Q4 2024
Added 5.16%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
23,134
shares
|
$591,536
0.0% of portfolio
|
Q1 2025
Reduced 8.04%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
22,834
shares
|
$583,865
0.0% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
State Board Of Administration Of Florida Retirement System
|
May 12, 2025 Q1 2025 |
21,500
shares
|
$549,755
0.0% of portfolio
|
Q4 2024
Added 116.97%
|
|
|
Martingale Asset Management L P
Boston, MA |
May 14, 2025 Q1 2025 |
21,200
shares
|
$542,084
0.01% of portfolio
|
Q1 2025
Reduced 26.9%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
21,170
shares
|
$541,316
0.0% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Bensler, LLC
Bellevue, WA |
Apr 16, 2025 Q1 2025 |
20,450
shares
|
$522,906
0.06% of portfolio
|
Q2 2024
Reduced 0.15%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
May 14, 2025 Q1 2025 |
20,422
shares
|
$522,190
0.0% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Mengis Capital Management, Inc.
|
May 08, 2025 Q1 2025 |
20,311
shares
|
$519,352
0.11% of portfolio
|
Q4 2024
Added 98.29%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
May 15, 2025 Q1 2025 |
20,060
shares
|
$512,934
0.0% of portfolio
|
Q1 2025
Added 4.59%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
19,802
shares
|
$506,337
0.06% of portfolio
|
Q1 2025
Added 36.39%
|
|
|
Illinois Municipal Retirement Fund
|
Apr 24, 2025 Q1 2025 |
18,988
shares
|
$485,523
0.01% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
State Of Alaska, Department Of Revenue
|
Apr 21, 2025 Q1 2025 |
18,835
shares
|
$481,610
0.01% of portfolio
|
Q1 2025
Reduced 2.97%
|
|
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
May 06, 2025 Q1 2025 |
18,192
shares
|
$465,169
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
16,983
shares
|
$434,255
0.02% of portfolio
|
Q1 2025
Reduced 1.08%
|