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Heritage Financial (HFWA) Institutional Ownership

Heritage Financial logo
$21.63 +0.42 (+1.98%)
Closing price 04/15/2025 04:00 PM Eastern
Extended Trading
$21.64 +0.01 (+0.02%)
As of 06:29 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
77
Total
Institutional Inflows
(last 12 months)
$88.02M
Number of
Institutional Sellers
(last 12 months)
62
Total
Institutional Outflows
(last 12 months)
$49.39M
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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 DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/15/2025Assenagon Asset Management S.A.21,083$513K0.0%-79.9%0.062%
4/15/2025 GAMMA Investing LLC2,972$72K0.0%+45.3%0.009%
4/8/2025 Rhumbline Advisers97,786$2.38M0.0%-6.4%0.288%
4/7/2025 GAMMA Investing LLC72,309$17.59M0.0%+3,435.9%0.213%
3/18/2025California State Teachers Retirement System32,194$789K0.0%-1.8%0.095%
2/20/2025Mackenzie Financial Corp22,326$547K0.0%N/A0.065%
2/19/2025Public Employees Retirement System of Ohio3,989$98K0.0%+475.6%0.012%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC72,713$1.78M0.0%+41.6%0.213%
2/17/2025Two Sigma Advisers LP141,146$3.46M0.0%-4.5%0.413%
2/17/2025Two Sigma Investments LP127,093$3.11M0.0%-15.7%0.372%
2/17/2025Rafferty Asset Management LLC29,396$720K0.0%-26.0%0.086%
2/17/2025Point72 Asia Singapore Pte. Ltd.3,553$87K0.0%+519.0%0.010%
2/17/2025Point72 Asset Management L.P.7,900$194K0.0%+81.6%0.023%
2/17/2025ProShare Advisors LLC304,469$7.46M0.0%-7.1%0.892%
2/17/2025Occudo Quantitative Strategies LP11,637$285K0.1%-7.1%0.034%
2/17/2025Millennium Management LLC34,619$848K0.0%-24.7%0.101%
2/17/2025Deutsche Bank AG29,871$732K0.0%+60.1%0.087%
2/17/2025Deprince Race & Zollo Inc.153,259$3.76M0.1%N/A0.449%
2/17/2025Cubist Systematic Strategies LLC23,129$567K0.0%+96.9%0.068%
2/17/2025Bridgeway Capital Management LLC241,351$5.91M0.1%+2.4%0.707%
2/17/2025Bank of America Corp DE147,887$3.62M0.0%+45.5%0.433%
2/17/2025BNP Paribas Financial Markets33,825$829K0.0%-2.4%0.099%
2/17/2025Ameriprise Financial Inc.381,247$9.34M0.0%-31.4%1.116%
2/14/2025Jane Street Group LLC20,003$490K0.0%-69.3%0.059%
2/14/2025Comerica Bank16,549$405K0.0%-2.9%0.048%
2/14/2025AQR Capital Management LLC269,759$6.61M0.0%-2.2%0.790%
2/14/2025Northern Trust Corp433,678$10.63M0.0%+1.5%1.270%
2/14/2025The Manufacturers Life Insurance Company 329,605$8.08M0.0%-1.7%0.965%
2/14/2025Tudor Investment Corp ET AL61,356$1.50M0.0%N/A0.180%
2/14/2025Lord Abbett & CO. LLC317,381$7.78M0.0%-0.9%0.929%
2/14/2025Voya Investment Management LLC28,345$694K0.0%+27.9%0.083%
2/14/2025Price T Rowe Associates Inc. MD29,901$733K0.0%+6.8%0.088%
2/14/2025Stifel Financial Corp8,367$205K0.0%N/A0.025%
2/14/2025State of Tennessee Department of Treasury16,212$397K0.0%+79.4%0.047%
2/14/2025Tower Research Capital LLC TRC 1,459$36K0.0%-74.1%0.004%
2/14/2025MetLife Investment Management LLC20,710$507K0.0%+10.2%0.061%
2/14/2025Dimensional Fund Advisors LP2,068,354$50.67M0.0%+1.6%6.057%
2/14/2025First Trust Advisors LP25,156$616K0.0%+20.5%0.074%
2/13/2025CANADA LIFE ASSURANCE Co34,250$838K0.0%-8.8%0.100%
2/13/2025Marshall Wace LLP57,646$1.41M0.0%N/A0.169%
Why "Made in America" could cost millions their job (Ad)

President Trump promised tariffs will bring jobs home... that factories will soon be full again... and that American workers will thrive. But buried in the fine print is a dark truth... Those factories are filled with a much different kind of worker.

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2/13/2025Keeley Teton Advisors LLC14,519$356K0.0%-13.7%0.043%
2/13/2025Barclays PLC70,900$1.74M0.0%-3.3%0.208%
2/13/2025Sterling Capital Management LLC1,064$26K0.0%+794.1%0.003%
2/13/2025Martingale Asset Management L P29,000$710K0.0%N/A0.085%
2/13/2025Renaissance Technologies LLC245,730$6.02M0.0%-17.0%0.720%
2/13/2025Legal & General Group Plc93,023$2.28M0.0%-2.8%0.272%
2/13/2025Invesco Ltd.369,429$9.05M0.0%+112.5%1.082%
2/13/2025Federated Hermes Inc.47,554$1.17M0.0%-5.1%0.139%
2/13/2025Russell Investments Group Ltd.143,913$3.53M0.0%+357.0%0.421%
2/13/2025Wells Fargo & Company MN22,387$548K0.0%+24.5%0.066%
2/12/2025ExodusPoint Capital Management LP33,613$824K0.0%+13.0%0.098%
2/12/2025Trexquant Investment LP67,559$1.66M0.0%+187.0%0.198%
2/12/2025Geode Capital Management LLC799,965$19.60M0.0%-1.2%2.342%
2/12/2025Franklin Resources Inc.21,206$520K0.0%N/A0.062%
2/12/2025Alliancebernstein L.P.1,496,664$36.67M0.0%-13.4%4.382%
2/12/2025Arrowstreet Capital Limited Partnership433,296$10.62M0.0%+12.1%1.269%
2/12/2025JPMorgan Chase & Co.225,948$5.54M0.0%+83.3%0.662%
2/12/2025WINTON GROUP Ltd34,361$842K0.1%+211.6%0.101%
2/11/2025Zions Bancorporation N.A.6,847$168K0.0%N/A0.020%
2/11/2025Prudential Financial Inc.35,199$862K0.0%-1.3%0.103%
2/11/2025Corebridge Financial Inc.17,997$441K0.0%-8.6%0.053%
2/11/2025Vanguard Group Inc.2,438,315$59.74M0.0%-1.8%7.140%
2/11/2025KLP Kapitalforvaltning AS6,400$157K0.0%N/A0.019%
2/11/2025Sei Investments Co.47,958$1.18M0.0%-25.5%0.140%
2/11/2025American Century Companies Inc.278,175$6.82M0.0%-5.0%0.815%
2/11/2025Quantbot Technologies LP6,756$166K0.0%N/A0.020%
2/11/2025Intech Investment Management LLC34,307$841K0.0%+85.8%0.100%
2/10/2025Thrivent Financial for Lutherans30,654$751K0.0%-75.1%0.090%
2/10/2025Royce & Associates LP225,121$5.52M0.1%-16.7%0.659%
2/10/2025Great Lakes Advisors LLC220,251$5.40M0.0%-3.1%0.645%
2/7/2025Amundi16,923$402K0.0%+199.9%0.050%
2/6/2025Dana Investment Advisors Inc.206,517$5.06M0.2%-5.4%0.605%
2/6/2025Proficio Capital Partners LLC11,417$280K0.0%N/A0.033%
2/6/2025Victory Capital Management Inc.9,357$229K0.0%N/A0.027%
2/6/2025Keybank National Association OH49,841$1.22M0.0%+5.2%0.146%
2/6/2025Charles Schwab Investment Management Inc.1,249,905$30.62M0.0%+0.7%3.660%
2/5/2025US Bancorp DE10,584$259K0.0%-93.6%0.031%
2/5/2025Proficio Capital Partners LLC11,417$280K0.0%N/A0.033%
2/5/2025Nwam LLC53,477$1.31M0.1%-2.5%0.157%
2/4/2025Illinois Municipal Retirement Fund18,890$463K0.0%-2.7%0.055%
2/4/2025Bank of New York Mellon Corp366,836$8.99M0.0%-45.9%1.074%
2/4/2025Mengis Capital Management Inc.20,311$498K0.1%+98.3%0.059%
2/3/2025Ieq Capital LLC11,190$274K0.0%N/A0.033%
1/31/2025Martin & Co. Inc. TN130,846$3.21M0.8%-4.1%0.383%
1/31/2025Principal Financial Group Inc.189,719$4.65M0.0%+3.1%0.556%
1/30/2025 Rhumbline Advisers104,433$2.56M0.0%-0.7%0.306%
1/28/2025Empowered Funds LLC118,851$2.91M0.0%+5.1%0.348%
1/27/2025Mirae Asset Global Investments Co. Ltd.24,968$607K0.0%+18.0%0.073%
1/27/2025 Yousif Capital Management LLC13,089$321K0.0%-4.1%0.038%
1/24/2025Jennison Associates LLC2,206,766$54.07M0.0%+26.7%6.462%
Why "Made in America" could cost millions their job (Ad)

President Trump promised tariffs will bring jobs home... that factories will soon be full again... and that American workers will thrive. But buried in the fine print is a dark truth... Those factories are filled with a much different kind of worker.

I recently flew a camera crew halfway across the country to meet me in Fort Worth, Texas so I could
1/22/2025Aspire Capital Advisors LLC8,764$215K0.1%N/A0.026%
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%
1/14/2025Assenagon 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%
(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 6,699,439 shares in the last 24 months. This purchase volume represents approximately $138.17M 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), Assenagon Asset Management S.A. ($286.18K), Dimensional Fund Advisors LP ($251.38K), Alliancebernstein L.P. ($231.06K), and US Bancorp DE ($192.09K).

How much institutional selling is happening at Heritage Financial?

Institutional investors have sold a total of 3,789,708 shares in the last 24 months. This volume of shares sold represents approximately $78.09M in transactions.


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This page (NASDAQ:HFWA) was last updated on 4/16/2025 by MarketBeat.com Staff
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