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 176 institutions that hold shares in the stock, with a total of 27.6 Million shares, which have been reported (via 13F filing form) to have a value of $652 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Quantbot Technologies LP
New York, NY |
Feb 11, 2025 Q4 2024 |
6,756
shares
|
$158,157
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Klp Kapitalforvaltning As
Oslo, Q8 |
Feb 11, 2025 Q4 2024 |
6,400
shares
|
$149,824
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jan 24, 2025 Q4 2024 |
6,159
shares
|
$144,182
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Sg Americas Securities, LLC
|
Jan 17, 2025 Q4 2024 |
6,029
shares
|
$141,138
0.0% of portfolio
|
Q4 2024
Reduced 43.88%
|
|
|
New York State Teachers Retirement System
|
Jan 30, 2025 Q4 2024 |
5,796
shares
|
$135,684
0.0% of portfolio
|
Q3 2024
Added 9.44%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Feb 18, 2025 Q4 2024 |
3,989
shares
|
$93,382
0.0% of portfolio
|
Q4 2024
Added 475.61%
|
|
|
Deka Bank Deutsche Girozentrale
|
Jan 29, 2025 Q4 2024 |
3,763
shares
|
$88,091
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
Feb 14, 2025 Q4 2024 |
3,553
shares
|
$83,175
0.02% of portfolio
|
Q4 2024
Added 518.99%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
3,522
shares
|
$82,450
0.0% of portfolio
|
Q4 2024
Added 6.82%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
3,423
shares
|
$80,132
0.0% of portfolio
|
Q3 2023
Added 23.31%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
2,045
shares
|
$47,873
0.0% of portfolio
|
Q4 2024
Added 3.54%
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
1,698
shares
|
$39,750
0.01% of portfolio
|
Q2 2024
Reduced 34.41%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
1,459
shares
|
$34,155
0.0% of portfolio
|
Q4 2024
Reduced 74.06%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
1,326
shares
|
$31,041
0.0% of portfolio
|
Q4 2024
Reduced 2.5%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
1,246
shares
|
$29,168
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Feb 14, 2025 Q4 2024 |
1,189
shares
|
$27,834
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
1,064
shares
|
$24,908
0.0% of portfolio
|
Q4 2024
Added 794.12%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
890
shares
|
$20,834
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
823
shares
|
$19,266
0.0% of portfolio
|
Q4 2024
Added 5.92%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
823
shares
|
$19,266
0.0% of portfolio
|
Q4 2024
Added 597.46%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
739
shares
|
$17,299
0.0% of portfolio
|
Q3 2024
Added 67.95%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
362
shares
|
$8,474
0.0% of portfolio
|
Q3 2024
Added 4.02%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
329
shares
|
$7,701
0.0% of portfolio
|
Q4 2024
Reduced 23.67%
|
|
|
Meeder Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
237
shares
|
$5,548
0.0% of portfolio
|
Q4 2024
Reduced 86.16%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
213
shares
|
$4,986
0.0% of portfolio
|
Q2 2024
Added 34.81%
|