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 $668 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
4,981,880
shares
|
$120 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.69%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
2,438,315
shares
|
$58.9 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Jennison Associates LLC
|
Jan 24, 2025 Q4 2024 |
2,206,766
shares
|
$53.3 Million
0.03% of portfolio
|
Q4 2024
Added 26.75%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Feb 13, 2025 Q4 2024 |
2,068,354
shares
|
$50 Million
0.01% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
State Street Corp
Boston, MA |
Feb 14, 2025 Q4 2024 |
1,656,643
shares
|
$40 Million
0.0% of portfolio
|
Q4 2024
Added 3.87%
|
|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
1,496,664
shares
|
$36.1 Million
0.01% of portfolio
|
Q4 2024
Reduced 13.37%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
1,249,905
shares
|
$30.2 Million
0.01% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
799,965
shares
|
$19.3 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
455,921
shares
|
$11 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.19%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
433,678
shares
|
$10.5 Million
0.0% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
Feb 12, 2025 Q4 2024 |
433,296
shares
|
$10.5 Million
0.01% of portfolio
|
Q4 2024
Added 12.1%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
381,247
shares
|
$9.21 Million
0.0% of portfolio
|
Q4 2024
Reduced 31.42%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
372,046
shares
|
$8.98 Million
0.0% of portfolio
|
Q4 2024
Reduced 16.41%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
369,429
shares
|
$8.92 Million
0.0% of portfolio
|
Q4 2024
Added 112.45%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
329,605
shares
|
$7.96 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
323,290
shares
|
$7.81 Million
0.03% of portfolio
|
Q4 2024
Added 3.92%
|
|
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
Feb 14, 2025 Q4 2024 |
317,381
shares
|
$7.66 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Pro Share Advisors LLC
|
Feb 13, 2025 Q4 2024 |
304,469
shares
|
$7.35 Million
0.02% of portfolio
|
Q4 2024
Reduced 7.09%
|
|
|
American Century Companies Inc
Kansas City, MO |
Feb 11, 2025 Q4 2024 |
278,175
shares
|
$6.72 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.02%
|
|
|
Heartland Advisors Inc
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
275,000
shares
|
$6.64 Million
0.37% of portfolio
|
Q3 2024
Reduced 31.25%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
269,759
shares
|
$6.51 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
245,730
shares
|
$5.93 Million
0.01% of portfolio
|
Q4 2024
Reduced 16.99%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
241,351
shares
|
$5.83 Million
0.14% of portfolio
|
Q4 2024
Added 2.43%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
236,027
shares
|
$5.7 Million
1.5% of portfolio
|
Q4 2024
Reduced 3.43%
|
|
|
Basswood Capital Management, L.L.C.
New York, NY |
Feb 14, 2025 Q4 2024 |
230,737
shares
|
$5.57 Million
0.34% of portfolio
|
Q3 2022
Reduced 62.98%
|