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 |
|---|---|---|---|---|---|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
14,648
shares
|
$343,935
0.0% of portfolio
|
Q2 2025
Reduced 77.43%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
14,440
shares
|
$339,051
0.01% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Sei Investments CO
Oaks, PA |
Aug 14, 2025 Q2 2025 |
13,758
shares
|
$323,037
0.0% of portfolio
|
Q2 2025
Reduced 4.23%
|
|
|
Yousif Capital Management, LLC
|
Jul 25, 2025 Q2 2025 |
12,909
shares
|
$303,103
0.0% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
12,002
shares
|
$281,806
0.01% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Aug 07, 2025 Q2 2025 |
11,977
shares
|
$281,219
0.01% of portfolio
|
Q2 2025
Reduced 29.48%
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
Aug 07, 2025 Q2 2025 |
11,423
shares
|
$268,212
0.0% of portfolio
|
Q2 2023
Added 5.7%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
10,918
shares
|
$256,354
0.01% of portfolio
|
Q2 2025
Added 1892.34%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
10,636
shares
|
$249,733
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Maryland State Retirement & Pension System
|
Jul 23, 2025 Q2 2025 |
9,919
shares
|
$232,898
0.01% of portfolio
|
Q1 2025
Reduced 14.85%
|
|
|
Arizona State Retirement System
|
Aug 13, 2025 Q2 2025 |
9,915
shares
|
$232,804
0.0% of portfolio
|
Q2 2025
Added 1.44%
|
|
|
Amalgamated Bank
New York, NY |
Aug 04, 2025 Q2 2025 |
9,731
shares
|
$228,483
0.0% of portfolio
|
Q1 2025
Reduced 3.92%
|
|
|
New York State Common Retirement Fund
|
Aug 13, 2025 Q2 2025 |
9,593
shares
|
$225,243
0.0% of portfolio
|
Q3 2024
Reduced 33.81%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
8,795
shares
|
$206,506
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jul 15, 2025 Q2 2025 |
8,764
shares
|
$205,778
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
Aug 08, 2025 Q2 2025 |
8,756
shares
|
$205,590
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
State Of Tennessee, Treasury Department
Nashville, TN |
Aug 15, 2025 Q2 2025 |
8,660
shares
|
$203,336
0.0% of portfolio
|
Q2 2025
Reduced 70.02%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Aug 14, 2025 Q2 2025 |
8,505
shares
|
$199,697
0.0% of portfolio
|
Q2 2025
Reduced 46.17%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Aug 07, 2025 Q2 2025 |
8,129
shares
|
$190,868
0.0% of portfolio
|
Q4 2022
Added 43.39%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
8,084
shares
|
$189,812
0.0% of portfolio
|
Q2 2025
Reduced 23.62%
|
|
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
Aug 08, 2025 Q2 2025 |
7,849
shares
|
$184,294
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Oregon Public Employees Retirement Fund
|
Jul 25, 2025 Q2 2025 |
7,830
shares
|
$183,848
0.0% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Sg Americas Securities, LLC
|
Aug 08, 2025 Q2 2025 |
7,419
shares
|
$174,198
0.0% of portfolio
|
Q2 2025
Reduced 8.42%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
6,847
shares
|
$160,767
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Klp Kapitalforvaltning As
Oslo, Q8 |
Jul 23, 2025 Q2 2025 |
6,400
shares
|
$150,272
0.0% of portfolio
|
Q4 2024
New holding
|