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Heritage Financial (HFWA) Institutional Ownership

Heritage Financial logo
$24.55 +0.24 (+0.99%)
As of 01/17/2025 04:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for Heritage Financial (NASDAQ:HFWA)

Current
Institutional Ownership
Percentage
78.30%
Number of
Institutional Buyers
(last 12 months)
54
Total
Institutional Inflows
(last 12 months)
$59.79M
Number of
Institutional Sellers
(last 12 months)
50
Total
Institutional Outflows
(last 12 months)
$19.79M
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HFWA Institutional Buying and Selling by Quarter

Heritage Financial Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025SG Americas Securities LLC6,029$148K0.0%-43.9%0.018%
1/16/2025Kiley Juergens Wealth Management LLC236,027$5.78M1.4%-3.4%0.691%
1/14/2025 Assenagon Asset Management S.A.105,011$2.57M0.0%-34.4%0.307%
12/26/2024JPMorgan Chase & Co.123,283$2.68M0.0%+0.4%0.361%
12/19/2024Principal Financial Group Inc.183,968$4.01M0.0%-4.7%0.539%
12/13/2024Lord Abbett & CO. LLC320,267$6.97M0.0%-1.9%0.938%
11/19/2024Barclays PLC73,300$1.60M0.0%+105.4%0.215%
11/16/2024Geode Capital Management LLC809,835$17.63M0.0%+0.1%2.371%
11/15/2024Barclays PLC73,300$1.60M0.0%+105.4%0.215%
11/15/2024Y Intercept Hong Kong Ltd35,933$782K0.0%+73.8%0.105%
11/15/2024Jane Street Group LLC65,088$1.42M0.0%+46.9%0.191%
11/15/2024State Street Corp1,594,963$34.72M0.0%+0.3%4.670%
11/15/2024SageView Advisory Group LLC14,116$307K0.0%N/A0.041%
11/15/2024Point72 Asset Management L.P.4,351$95K0.0%-20.9%0.013%
11/15/2024Hotchkis & Wiley Capital Management LLC311,090$6.77M0.0%-7.0%0.911%
11/14/2024Verition Fund Management LLC16,171$352K0.0%+35.6%0.047%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC51,338$1.12M0.0%-8.5%0.150%
11/14/2024Public Sector Pension Investment Board73,210$1.59M0.0%-4.1%0.214%
11/14/2024MetLife Investment Management LLC18,793$409K0.0%-10.6%0.055%
11/13/2024BNP Paribas Financial Markets34,672$755K0.0%+90.7%0.102%
11/13/2024FMR LLC4,209$92K0.0%-47.9%0.012%
11/13/2024The Manufacturers Life Insurance Company335,298$7.30M0.0%-4.0%0.982%
11/13/2024Dynamic Technology Lab Private Ltd15,546$338K0.0%N/A0.046%
11/12/2024Nwam LLC54,852$1.19M0.1%N/A0.159%
11/12/2024Charles Schwab Investment Management Inc.1,241,174$27.02M0.0%-1.5%3.598%
11/9/2024Intech Investment Management LLC18,467$402K0.0%-18.8%0.054%
11/8/2024Jennison Associates LLC1,741,058$37.90M0.0%+71.4%5.047%
11/7/2024Thrivent Financial for Lutherans123,073$2.68M0.0%-9.6%0.357%
11/6/2024Empowered Funds LLC113,128$2.46M0.0%+5.4%0.328%
11/6/2024Royce & Associates LP270,169$5.88M0.1%-6.7%0.783%
10/31/2024Principal Financial Group Inc.183,968$4.01M0.0%-4.7%0.533%
10/28/2024US Bancorp DE166,176$3.62M0.0%-18.0%0.482%
10/25/2024New York State Teachers Retirement System5,796$126K0.0%+9.4%0.017%
10/24/2024State of Alaska Department of Revenue19,686$428K0.0%-3.3%0.057%
10/23/2024Mirae Asset Global Investments Co. Ltd.21,154$452K0.0%+11.3%0.061%
10/23/2024Louisiana State Employees Retirement System16,700$364K0.0%-4.6%0.048%
10/23/2024 Assenagon Asset Management S.A.160,122$3.49M0.0%-5.7%0.462%
10/23/2024 Hennion & Walsh Asset Management Inc.17,398$379K0.0%-3.0%0.050%
10/8/2024CWM LLC3,297$72K0.0%+17.1%0.010%
10/7/2024 GAMMA Investing LLC1,975$43K0.0%+43.7%0.006%
10/3/2024SG Americas Securities LLC10,743$234K0.0%N/A0.031%
9/16/2024Point72 DIFC Ltd1,490$27K0.0%N/A0.004%
9/16/2024Point72 Asia Singapore Pte. Ltd.1,406$25K0.0%N/A0.004%
8/27/2024Dana Investment Advisors Inc.244,138$4.40M0.1%-1.3%0.704%
8/19/2024Point72 Asset Management L.P.5,500$99K0.0%N/A0.016%
8/15/2024The Manufacturers Life Insurance Company349,230$6.30M0.0%-0.2%1.007%
8/15/2024AQR Capital Management LLC365,477$6.59M0.0%-6.2%1.054%
8/15/2024Point72 Asia Singapore Pte. Ltd.1,406$25K0.0%N/A0.004%
8/14/2024Cubist Systematic Strategies LLC52,769$951K0.0%N/A0.152%
8/14/2024Point72 DIFC Ltd1,490$27K0.0%N/A0.004%
8/14/2024Public Sector Pension Investment Board76,310$1.38M0.0%+5.4%0.220%
8/13/2024Thrivent Financial for Lutherans136,180$2.46M0.0%-8.8%0.393%
8/13/2024Sei Investments Co.52,239$942K0.0%-16.1%0.151%
8/12/2024Intech Investment Management LLC22,749$410K0.0%N/A0.066%
8/12/2024Amalgamated Bank10,271$185K0.0%-9.4%0.030%
8/9/2024Renaissance Technologies LLC321,089$5.79M0.0%+5.6%0.926%
8/9/2024Dimensional Fund Advisors LP1,934,852$34.88M0.0%+4.3%5.578%
8/8/2024Federated Hermes Inc.47,321$853K0.0%-5.5%0.136%
8/8/2024Meeder Asset Management Inc.1,713$31K0.0%N/A0.005%
8/8/2024Cornercap Investment Counsel Inc.30,907$557K0.1%N/A0.089%
8/8/2024American Century Companies Inc.278,017$5.01M0.0%+3.0%0.801%
8/7/2024Texas Permanent School Fund Corp48,874$881K0.0%+60.0%0.141%
8/6/2024Quest Partners LLC18,032$325K0.0%N/A0.052%
8/6/2024Great Lakes Advisors LLC220,644$3.98M0.0%+5.4%0.636%
8/1/2024Rhumbline Advisers109,341$1.97M0.0%-1.6%0.315%
7/30/2024Maryland State Retirement & Pension System12,095$218K0.0%-6.3%0.035%
7/29/2024Principal Financial Group Inc.192,970$3.48M0.0%-3.7%0.556%
7/29/2024Innealta Capital LLC1,482$27K0.0%N/A0.004%
7/29/2024Panagora Asset Management Inc.141,487$2.55M0.0%-0.4%0.408%
7/26/2024Bank of New York Mellon Corp896,309$16.16M0.0%-10.6%2.584%
7/20/2024 Hennion & Walsh Asset Management Inc.17,930$323K0.0%+61.2%0.052%
7/18/2024 Assenagon Asset Management S.A.169,827$3.06M0.0%-17.5%0.490%
7/2/2024 GAMMA Investing LLC1,374$25K0.0%+133.7%0.004%
5/28/2024Boston Partners112,443$2.18M0.0%+70.5%0.324%
5/17/2024Comerica Bank19,252$373K0.0%-7.1%0.055%
5/16/2024California State Teachers Retirement System34,882$676K0.0%-5.5%0.101%
5/16/2024EJF Capital LLC29,805$578K0.4%-9.9%0.086%
5/15/2024Price T Rowe Associates Inc. MD29,784$578K0.0%+5.2%0.086%
5/14/2024CANADA LIFE ASSURANCE Co32,445$627K0.0%-10.6%0.094%
5/10/2024Vanguard Group Inc.2,486,777$48.22M0.0%-7.1%7.177%
5/9/2024Pacific Ridge Capital Partners LLC56,722$1.10M0.2%-6.4%0.164%
5/9/2024State Board of Administration of Florida Retirement System15,919$341K0.0%+60.7%0.046%
5/8/2024US Bancorp DE206,776$4.01M0.0%+212.4%0.597%
5/8/2024Russell Investments Group Ltd.21,095$409K0.0%-27.2%0.061%
5/7/2024Sei Investments Co.62,267$1.21M0.0%-4.5%0.180%
5/7/2024Heartland Advisors Inc.400,000$7.76M0.4%-10.3%1.154%
5/7/2024Empowered Funds LLC99,626$1.93M0.0%+8.2%0.288%
5/2/2024Jennison Associates LLC753,570$14.61M0.0%N/A2.175%
5/1/2024BNP Paribas Financial Markets40,257$781K0.0%-9.6%0.116%
5/1/2024Mirae Asset Global Investments Co. Ltd.27,308$569K0.0%+39.0%0.079%
4/29/2024Principal Financial Group Inc.200,324$3.88M0.0%+10.1%0.578%
4/26/2024Yousif Capital Management LLC15,794$306K0.0%-8.5%0.046%
4/24/2024 Assenagon Asset Management S.A.205,854$3.99M0.0%+6.2%0.594%
4/19/2024Kiley Juergens Wealth Management LLC239,596$4.65M1.4%+0.7%0.691%
4/18/2024Allspring Global Investments Holdings LLC128,587$2.49M0.0%-3.2%0.371%
4/17/2024 Hennion & Walsh Asset Management Inc.11,123$216K0.0%N/A0.032%
3/22/2024PNC Financial Services Group Inc.3,394$73K0.0%+72.6%0.010%
3/5/2024Wellington Management Group LLP74,900$1.60M0.0%N/A0.215%
3/1/2024Goldman Sachs Group Inc.932,177$19.94M0.0%-8.8%2.670%
2/15/2024Penn Capital Management Company LLC31,337$670K0.1%N/A0.090%
(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, 134 institutional investors and hedge funds held shares of Heritage Financial. The most heavily invested institutionals were Vanguard Group Inc. ($48.22M), Jennison Associates LLC ($37.90M), Dimensional Fund Advisors LP ($34.88M), State Street Corp ($34.72M), Charles Schwab Investment Management Inc. ($27.02M), Goldman Sachs Group Inc. ($19.94M), and Geode Capital Management LLC ($17.63M).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 101 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 ($1.48M), AQR Capital Management LLC ($270.35K), Great Lakes Advisors LLC ($252.32K), Dimensional Fund Advisors LP ($182.45K), Driehaus Capital Management LLC ($171.28K), 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 5,486,721 shares in the last 24 months. This purchase volume represents approximately $111.62M in transactions.

Which Heritage Financial major shareholders have been selling company stock?

Of the 75 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. ($1.49M), Vanguard Group Inc. ($274.67K), Dimensional Fund Advisors LP ($251.38K), Assenagon Asset Management S.A. ($202.26K), Allspring Global Investments Holdings LLC ($193.16K), Bank of New York Mellon Corp ($106.72K), and Goldman Sachs Group Inc. ($90.45K).

How much institutional selling is happening at Heritage Financial?

Institutional investors have sold a total of 3,773,159 shares in the last 24 months. This volume of shares sold represents approximately $86.03M in transactions.


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This page (NASDAQ:HFWA) was last updated on 1/18/2025 by MarketBeat.com Staff
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