Heritage Financial (HFWA) Institutional Ownership

$24.15 -0.08 (-0.33%)

Closing price 02/21/2025 04:00 PM Eastern

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$24.15 0.00 (0.00%)

As of 02/21/2025 04:05 PM Eastern

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Current Institutional Ownership Percentage: 78.30%
Number of Institutional Buyers (last 12 months): 79
Total Institutional Inflows (last 12 months): $87.92M

Number of Institutional Sellers (last 12 months): 63
Total Institutional Outflows (last 12 months): $49.11M

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HFWA Institutional Buying and Selling by Quarter

Heritage Financial Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
2/20/2025	Mackenzie Financial Corp	22,326	$547K	0.0%	N/A	0.065%
2/19/2025	Public Employees Retirement System of Ohio	3,989	$98K	0.0%	+475.6%	0.012%
2/17/2025	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	72,713	$1.78M	0.0%	+41.6%	0.213%
2/17/2025	Two Sigma Advisers LP	141,146	$3.46M	0.0%	-4.5%	0.413%
2/17/2025	Two Sigma Investments LP	127,093	$3.11M	0.0%	-15.7%	0.372%
2/17/2025	Rafferty Asset Management LLC	29,396	$720K	0.0%	-26.0%	0.086%
2/17/2025	Point72 Asia Singapore Pte. Ltd.	3,553	$87K	0.0%	+519.0%	0.010%
2/17/2025	Point72 Asset Management L.P.	7,900	$194K	0.0%	+81.6%	0.023%
2/17/2025	ProShare Advisors LLC	304,469	$7.46M	0.0%	-7.1%	0.892%
2/17/2025	Occudo Quantitative Strategies LP	11,637	$285K	0.1%	-7.1%	0.034%
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2/17/2025	Millennium Management LLC	34,619	$848K	0.0%	-24.7%	0.101%
2/17/2025	Deutsche Bank AG	29,871	$732K	0.0%	+60.1%	0.087%
2/17/2025	Deprince Race & Zollo Inc.	153,259	$3.76M	0.1%	N/A	0.449%
2/17/2025	Cubist Systematic Strategies LLC	23,129	$567K	0.0%	+96.9%	0.068%
2/17/2025	Bridgeway Capital Management LLC	241,351	$5.91M	0.1%	+2.4%	0.707%
2/17/2025	Bank of America Corp DE	147,887	$3.62M	0.0%	+45.5%	0.433%
2/17/2025	BNP Paribas Financial Markets	33,825	$829K	0.0%	-2.4%	0.099%
2/17/2025	Ameriprise Financial Inc.	381,247	$9.34M	0.0%	-31.4%	1.116%
2/14/2025	Jane Street Group LLC	20,003	$490K	0.0%	-69.3%	0.059%
2/14/2025	Comerica Bank	16,549	$405K	0.0%	-2.9%	0.048%
2/14/2025	AQR Capital Management LLC	269,759	$6.61M	0.0%	-2.2%	0.790%
2/14/2025	Northern Trust Corp	433,678	$10.63M	0.0%	+1.5%	1.270%
2/14/2025	The Manufacturers Life Insurance Company	329,605	$8.08M	0.0%	-1.7%	0.965%
2/14/2025	Tudor Investment Corp ET AL	61,356	$1.50M	0.0%	N/A	0.180%
2/14/2025	Lord Abbett & CO. LLC	317,381	$7.78M	0.0%	-0.9%	0.929%
2/14/2025	Voya Investment Management LLC	28,345	$694K	0.0%	+27.9%	0.083%
2/14/2025	Price T Rowe Associates Inc. MD	29,901	$733K	0.0%	+6.8%	0.088%
2/14/2025	Stifel Financial Corp	8,367	$205K	0.0%	N/A	0.025%
2/14/2025	State of Tennessee Department of Treasury	16,212	$397K	0.0%	+79.4%	0.047%
2/14/2025	Tower Research Capital LLC TRC	1,459	$36K	0.0%	-74.1%	0.004%
2/14/2025	MetLife Investment Management LLC	20,710	$507K	0.0%	+10.2%	0.061%
2/14/2025	Dimensional Fund Advisors LP	2,068,354	$50.67M	0.0%	+1.6%	6.057%
2/14/2025	First Trust Advisors LP	25,156	$616K	0.0%	+20.5%	0.074%
2/13/2025	CANADA LIFE ASSURANCE Co	34,250	$838K	0.0%	-8.8%	0.100%
2/13/2025	Marshall Wace LLP	57,646	$1.41M	0.0%	N/A	0.169%
2/13/2025	Keeley Teton Advisors LLC	14,519	$356K	0.0%	-13.7%	0.043%
2/13/2025	Barclays PLC	70,900	$1.74M	0.0%	-3.3%	0.208%
2/13/2025	Sterling Capital Management LLC	1,064	$26K	0.0%	+794.1%	0.003%
2/13/2025	Martingale Asset Management L P	29,000	$710K	0.0%	N/A	0.085%
2/13/2025	Renaissance Technologies LLC	245,730	$6.02M	0.0%	-17.0%	0.720%
Elon Social Security shock? (Ad) “A Maniacal Sense of Urgency” We could be just days away from Elon Musk launching his next big venture. One Boston based think tank believes it could have drastic impacts on your money and life in America. Get the details here.
2/13/2025	Legal & General Group Plc	93,023	$2.28M	0.0%	-2.8%	0.272%
2/13/2025	Invesco Ltd.	369,429	$9.05M	0.0%	+112.5%	1.082%
2/13/2025	Federated Hermes Inc.	47,554	$1.17M	0.0%	-5.1%	0.139%
2/13/2025	Russell Investments Group Ltd.	143,913	$3.53M	0.0%	+357.0%	0.421%
2/13/2025	Wells Fargo & Company MN	22,387	$548K	0.0%	+24.5%	0.066%
2/12/2025	ExodusPoint Capital Management LP	33,613	$824K	0.0%	+13.0%	0.098%
2/12/2025	Trexquant Investment LP	67,559	$1.66M	0.0%	+187.0%	0.198%
2/12/2025	Geode Capital Management LLC	799,965	$19.60M	0.0%	-1.2%	2.342%
2/12/2025	Franklin Resources Inc.	21,206	$520K	0.0%	N/A	0.062%
2/12/2025	Alliancebernstein L.P.	1,496,664	$36.67M	0.0%	-13.4%	4.382%
2/12/2025	Arrowstreet Capital Limited Partnership	433,296	$10.62M	0.0%	+12.1%	1.269%
2/12/2025	JPMorgan Chase & Co.	225,948	$5.54M	0.0%	+83.3%	0.662%
2/12/2025	WINTON GROUP Ltd	34,361	$842K	0.1%	+211.6%	0.101%
2/11/2025	Zions Bancorporation N.A.	6,847	$168K	0.0%	N/A	0.020%
2/11/2025	Prudential Financial Inc.	35,199	$862K	0.0%	-1.3%	0.103%
2/11/2025	Corebridge Financial Inc.	17,997	$441K	0.0%	-8.6%	0.053%
2/11/2025	Vanguard Group Inc.	2,438,315	$59.74M	0.0%	-1.8%	7.140%
2/11/2025	KLP Kapitalforvaltning AS	6,400	$157K	0.0%	N/A	0.019%
2/11/2025	Sei Investments Co.	47,958	$1.18M	0.0%	-25.5%	0.140%
2/11/2025	American Century Companies Inc.	278,175	$6.82M	0.0%	-5.0%	0.815%
2/11/2025	Quantbot Technologies LP	6,756	$166K	0.0%	N/A	0.020%
2/11/2025	Intech Investment Management LLC	34,307	$841K	0.0%	+85.8%	0.100%
2/10/2025	Thrivent Financial for Lutherans	30,654	$751K	0.0%	-75.1%	0.090%
2/10/2025	Royce & Associates LP	225,121	$5.52M	0.1%	-16.7%	0.659%
2/10/2025	Great Lakes Advisors LLC	220,251	$5.40M	0.0%	-3.1%	0.645%
2/7/2025	Amundi	16,923	$402K	0.0%	+199.9%	0.050%
2/6/2025	Dana Investment Advisors Inc.	206,517	$5.06M	0.2%	-5.4%	0.605%
2/6/2025	Proficio Capital Partners LLC	11,417	$280K	0.0%	N/A	0.033%
2/6/2025	Victory Capital Management Inc.	9,357	$229K	0.0%	N/A	0.027%
2/6/2025	Keybank National Association OH	49,841	$1.22M	0.0%	+5.2%	0.146%
2/6/2025	Charles Schwab Investment Management Inc.	1,249,905	$30.62M	0.0%	+0.7%	3.660%
2/5/2025	US Bancorp DE	10,584	$259K	0.0%	-93.6%	0.031%
2/5/2025	Proficio Capital Partners LLC	11,417	$280K	0.0%	N/A	0.033%
2/5/2025	Nwam LLC	53,477	$1.31M	0.1%	-2.5%	0.157%
2/4/2025	Illinois Municipal Retirement Fund	18,890	$463K	0.0%	-2.7%	0.055%
2/4/2025	Bank of New York Mellon Corp	366,836	$8.99M	0.0%	-45.9%	1.074%
2/4/2025	Mengis Capital Management Inc.	20,311	$498K	0.1%	+98.3%	0.059%
2/3/2025	Ieq Capital LLC	11,190	$274K	0.0%	N/A	0.033%
1/31/2025	Martin & Co. Inc. TN	130,846	$3.21M	0.8%	-4.1%	0.383%
1/31/2025	Principal Financial Group Inc.	189,719	$4.65M	0.0%	+3.1%	0.556%
1/30/2025	Rhumbline Advisers	104,433	$2.56M	0.0%	-0.7%	0.306%
1/28/2025	Empowered Funds LLC	118,851	$2.91M	0.0%	+5.1%	0.348%
1/27/2025	Mirae Asset Global Investments Co. Ltd.	24,968	$607K	0.0%	+18.0%	0.073%
1/27/2025	Yousif Capital Management LLC	13,089	$321K	0.0%	-4.1%	0.038%
1/24/2025	Jennison Associates LLC	2,206,766	$54.07M	0.0%	+26.7%	6.462%
1/22/2025	Aspire Capital Advisors LLC	8,764	$215K	0.1%	N/A	0.026%
1/17/2025	SG Americas Securities LLC	6,029	$148K	0.0%	-43.9%	0.018%
1/16/2025	Kiley Juergens Wealth Management LLC	236,027	$5.78M	1.4%	-3.4%	0.691%
1/14/2025	Assenagon Asset Management S.A.	105,011	$2.57M	0.0%	-34.4%	0.307%
12/26/2024	JPMorgan Chase & Co.	123,283	$2.68M	0.0%	+0.4%	0.361%
Elon Social Security shock? (Ad) “A Maniacal Sense of Urgency” We could be just days away from Elon Musk launching his next big venture. One Boston based think tank believes it could have drastic impacts on your money and life in America. Get the details here.
12/19/2024	Principal Financial Group Inc.	183,968	$4.01M	0.0%	-4.7%	0.539%
12/13/2024	Lord Abbett & CO. LLC	320,267	$6.97M	0.0%	-1.9%	0.938%
11/19/2024	Barclays PLC	73,300	$1.60M	0.0%	+105.4%	0.215%
11/16/2024	Geode Capital Management LLC	809,835	$17.63M	0.0%	+0.1%	2.371%
11/15/2024	Barclays PLC	73,300	$1.60M	0.0%	+105.4%	0.215%
11/15/2024	Y Intercept Hong Kong Ltd	35,933	$782K	0.0%	+73.8%	0.105%
11/15/2024	Jane Street Group LLC	65,088	$1.42M	0.0%	+46.9%	0.191%
11/15/2024	State Street Corp	1,594,963	$34.72M	0.0%	+0.3%	4.670%
11/15/2024	SageView Advisory Group LLC	14,116	$307K	0.0%	N/A	0.041%
11/15/2024	Point72 Asset Management L.P.	4,351	$95K	0.0%	-20.9%	0.013%

(Data available from 1/1/2016 forward)

HFWA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HFWA shares?: During the previous two years, 152 institutional investors and hedge funds held shares of Heritage Financial. The most heavily invested institutionals were Vanguard Group Inc. ($59.74M), Jennison Associates LLC ($54.07M), Dimensional Fund Advisors LP ($50.67M), Alliancebernstein L.P. ($36.67M), State Street Corp ($34.72M), Charles Schwab Investment Management Inc. ($30.62M), and Goldman Sachs Group Inc. ($19.94M).Learn more on HFWA's institutional investors.
What percentage of Heritage Financial stock is owned by institutional investors?: 78.30% of Heritage Financial stock is owned by institutional investors. Learn more on HFWA's institutional investor holdings.
Which institutional investors have been buying Heritage Financial stock?: Of the 114 institutional investors that purchased Heritage Financial stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Jennison Associates LLC ($1.94M), AQR Capital Management LLC ($270.35K), Great Lakes Advisors LLC ($252.32K), Dimensional Fund Advisors LP ($205.79K), Invesco Ltd. ($195.54K), Hsbc Holdings PLC ($170.47K), and The Manufacturers Life Insurance Company ($160.32K).

How much institutional buying is happening at Heritage Financial?: Institutional investors have bought a total of 6,628,248 shares in the last 24 months. This purchase volume represents approximately $136.43M in transactions.
Which Heritage Financial major shareholders have been selling company stock?: Of the 87 institutional investors that sold Heritage Financial stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Victory Capital Management Inc. ($930.68K), Bank of New York Mellon Corp ($417.96K), Vanguard Group Inc. ($318.41K), Dimensional Fund Advisors LP ($251.38K), Alliancebernstein L.P. ($231.06K), Assenagon Asset Management S.A. ($202.26K), and US Bancorp DE ($192.09K).
How much institutional selling is happening at Heritage Financial?: Institutional investors have sold a total of 4,289,804 shares in the last 24 months. This volume of shares sold represents approximately $93.69M in transactions.

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This page (NASDAQ:HFWA) was last updated on 2/22/2025 by MarketBeat.com Staff

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Heritage Financial (HFWA) Institutional Ownership

HFWA Institutional Buying and Selling by Quarter

Heritage Financial Major Shareholders & Ownership History

HFWA Institutional Ownership - Frequently Asked Questions

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Heritage Financial (HFWA) Institutional Ownership

Institutional Ownership Changes (13F Filings) for Heritage Financial (NASDAQ:HFWA)

HFWA Institutional Buying and Selling by Quarter

Heritage Financial Major Shareholders & Ownership History

HFWA Institutional Ownership - Frequently Asked Questions

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