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 |
|---|---|---|---|---|---|
|
Jain Global LLC
New York, NY |
May 15, 2025 Q1 2025 |
8,611
shares
|
$198,914
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Centiva Capital, LP
New York, NY |
May 15, 2025 Q1 2025 |
8,450
shares
|
$195,195
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
May 07, 2025 Q1 2025 |
8,129
shares
|
$187,779
0.0% of portfolio
|
Q4 2022
Added 43.39%
|
|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
8,101
shares
|
$187,133
0.0% of portfolio
|
Q1 2025
Added 34.37%
|
|
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
May 09, 2025 Q1 2025 |
7,849
shares
|
$181,311
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Oregon Public Employees Retirement Fund
|
Apr 28, 2025 Q1 2025 |
7,830
shares
|
$180,873
0.0% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
6,847
shares
|
$158,165
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Klp Kapitalforvaltning As
Oslo, Q8 |
May 06, 2025 Q1 2025 |
6,400
shares
|
$147,840
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
6,159
shares
|
$142,272
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
New York State Teachers Retirement System
|
Apr 25, 2025 Q1 2025 |
5,796
shares
|
$133,887
0.0% of portfolio
|
Q3 2024
Added 9.44%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
4,042
shares
|
$93,370
0.0% of portfolio
|
Q1 2025
Added 14.76%
|
|
|
Deka Bank Deutsche Girozentrale
|
Apr 30, 2025 Q1 2025 |
3,763
shares
|
$86,925
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
May 14, 2025 Q1 2025 |
3,550
shares
|
$82,005
0.0% of portfolio
|
Q1 2025
Reduced 11.01%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
3,423
shares
|
$79,071
0.0% of portfolio
|
Q3 2023
Added 23.31%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
2,792
shares
|
$64,495
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
1,698
shares
|
$39,223
0.01% of portfolio
|
Q2 2024
Reduced 34.41%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
1,444
shares
|
$33,356
0.0% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
1,317
shares
|
$30,422
0.0% of portfolio
|
Q1 2025
Added 5.7%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
1,290
shares
|
$29,799
0.0% of portfolio
|
Q1 2025
Reduced 2.71%
|
|
|
Rise Advisors, LLC
|
May 15, 2025 Q1 2025 |
872
shares
|
$20,143
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Apr 15, 2025 Q1 2025 |
856
shares
|
$19,773
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
823
shares
|
$19,011
0.0% of portfolio
|
Q4 2024
Added 597.46%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
810
shares
|
$18,711
0.0% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
583
shares
|
$13,467
0.0% of portfolio
|
Q1 2025
Reduced 45.21%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
548
shares
|
$12,658
0.0% of portfolio
|
Q1 2025
Reduced 38.43%
|