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 $663 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
16,983
shares
|
$392,307
0.02% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
16,064
shares
|
$371,078
0.0% of portfolio
|
Q1 2025
Reduced 2.93%
|
|
|
Louisiana State Employees Retirement System
|
May 01, 2025 Q1 2025 |
16,000
shares
|
$369,600
0.01% of portfolio
|
Q1 2025
Reduced 3.03%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
May 15, 2025 Q1 2025 |
15,799
shares
|
$364,956
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
15,699
shares
|
$362,646
0.0% of portfolio
|
Q3 2022
Reduced 0.65%
|
|
|
Janus Henderson Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
15,340
shares
|
$354,354
0.0% of portfolio
|
Q2 2024
Reduced 1.14%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
15,309
shares
|
$353,637
0.0% of portfolio
|
Q1 2025
Reduced 34.47%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Apr 30, 2025 Q1 2025 |
15,227
shares
|
$351,743
0.01% of portfolio
|
Q2 2023
Added 2.7%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
14,481
shares
|
$334,511
0.02% of portfolio
|
Q1 2025
Added 2.59%
|
|
|
Sei Investments CO
Oaks, PA |
May 14, 2025 Q1 2025 |
14,366
shares
|
$331,854
0.0% of portfolio
|
Q1 2025
Reduced 70.08%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
14,030
shares
|
$324,093
0.0% of portfolio
|
Q1 2025
Reduced 5.47%
|
|
|
Amundi
Paris, I0 |
May 15, 2025 Q1 2025 |
13,669
shares
|
$315,753
0.0% of portfolio
|
Q1 2025
Reduced 19.23%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
May 14, 2025 Q1 2025 |
12,915
shares
|
$298,336
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Yousif Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
12,909
shares
|
$298,197
0.0% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
12,115
shares
|
$279,856
0.0% of portfolio
|
Q1 2025
Added 8.27%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
11,864
shares
|
$274,058
0.01% of portfolio
|
Q1 2025
Added 5.02%
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
May 05, 2025 Q1 2025 |
11,423
shares
|
$263,871
0.0% of portfolio
|
Q2 2023
Added 5.7%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
10,584
shares
|
$244,490
0.0% of portfolio
|
Q4 2024
Reduced 93.63%
|
|
|
Maryland State Retirement & Pension System
|
May 09, 2025 Q1 2025 |
9,919
shares
|
$229,128
0.01% of portfolio
|
Q1 2025
Reduced 14.85%
|
|
|
Arizona State Retirement System
|
May 01, 2025 Q1 2025 |
9,774
shares
|
$225,779
0.0% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Amalgamated Bank
New York, NY |
Apr 25, 2025 Q1 2025 |
9,731
shares
|
$224,786
0.0% of portfolio
|
Q1 2025
Reduced 3.92%
|
|
|
New York State Common Retirement Fund
|
May 01, 2025 Q1 2025 |
9,593
shares
|
$221,598
0.0% of portfolio
|
Q3 2024
Reduced 33.81%
|
|
|
Diversified Trust CO
|
Apr 24, 2025 Q1 2025 |
8,795
shares
|
$203,164
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
May 15, 2025 Q1 2025 |
8,776
shares
|
$202,725
0.0% of portfolio
|
Q1 2025
Reduced 85.7%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Apr 22, 2025 Q1 2025 |
8,764
shares
|
$202,448
0.07% of portfolio
|
Q4 2024
New holding
|