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 |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
525
shares
|
$12,127
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
463
shares
|
$10,695
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
418
shares
|
$9,655
0.0% of portfolio
|
Q1 2025
Added 27.05%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
397
shares
|
$9,170
0.0% of portfolio
|
Q1 2025
Added 9.67%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
395
shares
|
$9,124
0.0% of portfolio
|
Q1 2025
Reduced 46.55%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
339
shares
|
$7,830
0.0% of portfolio
|
Q1 2025
Added 182.5%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
213
shares
|
$4,920
0.0% of portfolio
|
Q2 2024
Added 34.81%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
204
shares
|
$4,712
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
150
shares
|
$3,465
0.0% of portfolio
|
Q1 2025
Added 63.04%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
150
shares
|
$3,465
0.0% of portfolio
|
Q4 2024
Reduced 62.5%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
149
shares
|
$3,441
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
135
shares
|
$3,118
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
107
shares
|
$2,471
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
107
shares
|
$2,471
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
106
shares
|
$2,448
0.0% of portfolio
|
Q1 2025
Added 265.52%
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
86
shares
|
$1,986
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
71
shares
|
$1,640
0.0% of portfolio
|
Q1 2025
Reduced 18.39%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
70
shares
|
$1,617
0.0% of portfolio
|
Q1 2025
Added 250.0%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
63
shares
|
$1,455
0.0% of portfolio
|
Q4 2021
Reduced 1.56%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
52
shares
|
$1,201
0.0% of portfolio
|
Q1 2025
Added 57.58%
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
51
shares
|
$1,178
0.0% of portfolio
|
Q4 2023
Reduced 44.57%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
51
shares
|
$1,178
0.0% of portfolio
|
Q4 2024
Reduced 61.65%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
31
shares
|
$716
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
28
shares
|
$646
0.0% of portfolio
|
Q3 2023
Reduced 65.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
26
shares
|
$600
0.0% of portfolio
|
Q2 2024
Reduced 27.78%
|