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 |
---|---|---|---|---|---|
Maryland State Retirement & Pension System
|
Apr 19, 2024 Q1 2024 |
12,909
shares
|
$226,552
0.0% of portfolio
|
Q3 2023
Reduced 5.5%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
12,503
shares
|
$219,427
0.0% of portfolio
|
Q1 2024
Reduced 51.44%
|
|
Savant Capital, LLC
|
May 03, 2024 Q1 2024 |
11,477
shares
|
$201,421
0.0% of portfolio
|
Q1 2024
New holding
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
May 28, 2024 Q1 2024 |
11,423
shares
|
$200,473
0.0% of portfolio
|
Q2 2023
Added 5.7%
|
|
Amalgamated Bank
New York, NY |
Apr 23, 2024 Q1 2024 |
11,336
shares
|
$198,946
0.0% of portfolio
|
Q1 2024
Reduced 14.23%
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 17, 2024 Q1 2024 |
11,123
shares
|
$195,208
0.01% of portfolio
|
Q1 2024
New holding
|
|
Brighton Jones LLC
|
May 09, 2024 Q1 2024 |
11,092
shares
|
$194,664
0.01% of portfolio
|
Q1 2024
Reduced 0.54%
|
|
Mengis Capital Management, Inc.
|
May 14, 2024 Q1 2024 |
10,242
shares
|
$179,747
0.03% of portfolio
|
Q4 2021
Reduced 2.32%
|
|
Allianz Asset Management Gmb H
Munich, 2M |
May 13, 2024 Q1 2024 |
10,200
shares
|
$179,010
0.0% of portfolio
|
Q3 2023
New holding
|
|
Oregon Public Employees Retirement Fund
|
May 02, 2024 Q1 2024 |
9,330
shares
|
$163,741
0.0% of portfolio
|
Q1 2024
Reduced 8.8%
|
|
New York State Teachers Retirement System
|
Apr 25, 2024 Q1 2024 |
9,196
shares
|
$161,389
0.0% of portfolio
|
Q3 2023
Reduced 6.12%
|
|
Quantbot Technologies LP
New York, NY |
May 06, 2024 Q1 2024 |
8,981
shares
|
$157,616
0.01% of portfolio
|
Q1 2024
New holding
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Apr 25, 2024 Q1 2024 |
8,129
shares
|
$142,663
0.0% of portfolio
|
Q4 2022
Added 43.39%
|
|
Amundi
Paris, I0 |
May 15, 2024 Q1 2024 |
6,194
shares
|
$108,704
0.0% of portfolio
|
Q1 2024
Added 38.85%
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 22, 2024 Q1 2024 |
6,159
shares
|
$108,090
0.06% of portfolio
|
Q2 2023
New holding
|
|
Deka Bank Deutsche Girozentrale
|
Jun 04, 2024 Q1 2024 |
3,763
shares
|
$66,040
0.0% of portfolio
|
Q4 2023
New holding
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 13, 2024 Q1 2024 |
3,423
shares
|
$60,073
0.0% of portfolio
|
Q3 2023
Added 23.31%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 10, 2024 Q1 2024 |
3,423
shares
|
$60,073
0.0% of portfolio
|
Q1 2024
Added 0.85%
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2024 Q1 2024 |
2,927
shares
|
$51,368
0.0% of portfolio
|
Q1 2024
Added 1.21%
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
2,660
shares
|
$46,683
0.0% of portfolio
|
Q1 2024
Added 75.0%
|
|
Mc Ilrath & Eck, LLC
|
May 10, 2024 Q1 2024 |
2,589
shares
|
$45,436
0.01% of portfolio
|
Q1 2024
Added 52.47%
|
|
Metropolitan Life Insurance CO
New York, NY |
May 14, 2024 Q1 2024 |
2,045
shares
|
$35,889
0.0% of portfolio
|
Q3 2018
Added 444.84%
|
|
Kbc Group Nv
|
May 08, 2024 Q1 2024 |
1,884
shares
|
$33,064
0.0% of portfolio
|
Q3 2023
Reduced 36.07%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
1,534
shares
|
$26,921
0.0% of portfolio
|
Q1 2024
Reduced 1.73%
|
|
Gamma Investing LLC
Foster City, CA |
Jul 02, 2024 Q2 2024 |
1,374
shares
|
$24,113
0.0% of portfolio
|
Q2 2024
Added 133.67%
|