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 180 institutions that hold shares in the stock, with a total of 29.6 Million shares, which have been reported (via 13F filing form) to have a value of $657 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
|
$111 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.69%
|
|
|
Jennison Associates LLC
|
Oct 30, 2025 Q3 2025 |
3,080,022
shares
|
$68.4 Million
0.04% of portfolio
|
Q3 2025
Added 3.45%
|
|
|
Victory Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
2,626,334
shares
|
$58.4 Million
0.04% of portfolio
|
Q3 2025
Added 9.15%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
2,366,903
shares
|
$52.6 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.18%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 12, 2025 Q3 2025 |
2,028,293
shares
|
$45.1 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2025 Q3 2025 |
1,524,693
shares
|
$33.9 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.94%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
1,344,160
shares
|
$29.9 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
838,428
shares
|
$18.6 Million
0.0% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
Nov 13, 2025 Q3 2025 |
502,870
shares
|
$11.2 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2025 Q3 2025 |
463,401
shares
|
$10.3 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Algebris (Uk) LTD
London, X0 |
Oct 31, 2025 Q3 2025 |
445,760
shares
|
$9.9 Million
1.45% of portfolio
|
Q3 2025
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
398,659
shares
|
$8.86 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.31%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
348,968
shares
|
$7.75 Million
0.0% of portfolio
|
Q3 2025
Reduced 11.34%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
348,533
shares
|
$7.74 Million
0.0% of portfolio
|
Q3 2025
Reduced 8.55%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
327,810
shares
|
$7.28 Million
0.0% of portfolio
|
Q3 2025
Added 1.42%
|
|
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
Nov 13, 2025 Q3 2025 |
326,731
shares
|
$7.26 Million
0.02% of portfolio
|
Q2 2025
Added 3.35%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
317,986
shares
|
$7.07 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
285,830
shares
|
$6.35 Million
0.01% of portfolio
|
Q3 2025
Reduced 11.1%
|
|
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
280,519
shares
|
$6.23 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Heartland Advisors Inc
Milwaukee, WI |
Nov 07, 2025 Q3 2025 |
275,000
shares
|
$6.11 Million
0.37% of portfolio
|
Q3 2024
Reduced 31.25%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
260,235
shares
|
$5.78 Million
0.14% of portfolio
|
Q3 2025
Added 4.04%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
257,227
shares
|
$5.72 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.54%
|
|
|
Pro Share Advisors LLC
|
Nov 05, 2025 Q3 2025 |
257,128
shares
|
$5.71 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.47%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
256,567
shares
|
$5.7 Million
0.01% of portfolio
|
Q3 2025
Added 40.22%
|
|
|
Nuveen, LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
244,913
shares
|
$5.44 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.66%
|
|