Heritage Financial (HFWA) Institutional Ownership

$24.17 +0.02 (+0.08%)

Closing price 03/26/2025 04:00 PM Eastern

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$24.17 0.00 (0.00%)

As of 03/26/2025 04:05 PM Eastern

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Current Institutional Ownership Percentage: 78.30%
Number of Institutional Buyers (last 12 months): 77
Total Institutional Inflows (last 12 months): $86.29M

Number of Institutional Sellers (last 12 months): 62
Total Institutional Outflows (last 12 months): $47.19M

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HFWA Institutional Buying and Selling by Quarter

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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
3/18/2025	California State Teachers Retirement System	32,194	$789K	0.0%	-1.8%	0.095%
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%
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2/17/2025	Occudo Quantitative Strategies LP	11,637	$285K	0.1%	-7.1%	0.034%
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%
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2/13/2025	Renaissance Technologies LLC	245,730	$6.02M	0.0%	-17.0%	0.720%
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%
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12/26/2024	JPMorgan Chase & Co.	123,283	$2.68M	0.0%	+0.4%	0.361%
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%

(Data available from 1/1/2016 forward)

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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: Bank of New York Mellon Corp ($417.96K), Victory Capital Management Inc. ($371.01K), 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 3,730,710 shares in the last 24 months. This volume of shares sold represents approximately $76.56M in transactions.

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This page (NASDAQ:HFWA) was last updated on 3/27/2025 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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