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Heritage Financial (HFWA) Institutional Ownership

Heritage Financial logo
$22.13 -0.41 (-1.82%)
Closing price 08/1/2025 04:00 PM Eastern
Extended Trading
$22.14 +0.02 (+0.07%)
As of 08/1/2025 06:04 PM 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)
86
Total
Institutional Inflows
(last 12 months)
$137.28M
Number of
Institutional Sellers
(last 12 months)
64
Total
Institutional Outflows
(last 12 months)
$85.62M
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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
8/1/2025Jennison Associates LLC2,977,315$70.98M0.0%+8.2%8.730%
7/16/2025 Kiley Juergens Wealth Management LLC232,857$5.55M1.3%-0.5%0.683%
7/16/2025 State of Alaska Department of Revenue20,292$483K0.0%+7.7%0.059%
7/14/2025 GAMMA Investing LLC4,557$109K0.0%+53.3%0.013%
7/11/2025 Marshall & Sullivan Inc. WA6,144$146K0.1%N/A0.018%
6/27/2025Goldman Sachs Group Inc.161,214$3.92M0.0%-56.7%0.473%
6/18/2025Voya Investment Management LLC38,048$926K0.0%+34.2%0.112%
5/29/2025Rhumbline Advisers97,786$2.38M0.0%-6.4%0.287%
5/28/2025Strs Ohio25,200$613K0.0%N/A0.074%
5/19/2025Jane Street Group LLC107,482$2.62M0.0%+437.3%0.315%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC78,130$1.90M0.0%+7.4%0.229%
5/16/2025Empowered Funds LLC123,798$3.01M0.0%+4.2%0.363%
5/16/2025Great Lakes Advisors LLC189,044$4.60M0.0%-14.2%0.554%
5/16/2025Goldman Sachs Group Inc.161,214$3.92M0.0%-56.7%0.473%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.20,060$488K0.0%+4.6%0.059%
5/16/2025Bridgeway Capital Management LLC246,298$5.99M0.2%+2.0%0.722%
5/16/2025Alliancebernstein L.P.1,382,473$33.64M0.0%-7.6%4.053%
5/16/2025AQR Capital Management LLC238,210$5.80M0.0%-11.7%0.698%
5/16/2025Amundi13,669$308K0.0%-19.2%0.040%
5/15/2025Royal Bank of Canada88,143$2.14M0.0%-5.1%0.258%
5/15/2025Baird Financial Group Inc.49,816$1.21M0.0%+13.1%0.146%
5/15/2025Panagora Asset Management Inc.155,661$3.79M0.0%+15.1%0.456%
5/15/2025Trexquant Investment LP116,930$2.85M0.0%+73.1%0.343%
5/14/2025Ieq Capital LLC12,115$295K0.0%+8.3%0.036%
5/14/2025Keeley Teton Advisors LLC19,802$482K0.1%+36.4%0.058%
5/14/2025Rafferty Asset Management LLC28,517$694K0.0%-3.0%0.084%
5/14/2025Comerica Bank16,064$391K0.0%-2.9%0.047%
5/14/2025Penn Capital Management Company LLC25,948$631K0.1%N/A0.076%
5/14/2025Hotchkis & Wiley Capital Management LLC291,900$7.10M0.0%-9.7%0.856%
5/14/2025Martingale Asset Management L P21,200$516K0.0%-26.9%0.062%
5/13/2025Northern Trust Corp412,199$10.03M0.0%-5.0%1.209%
5/13/2025Versor Investments LP38,000$925K0.2%N/A0.111%
5/13/2025American Century Companies Inc.213,628$5.20M0.0%-23.2%0.626%
5/13/2025Lord Abbett & CO. LLC316,149$7.69M0.0%-0.4%0.927%
5/13/2025Russell Investments Group Ltd.174,151$4.24M0.0%+21.0%0.511%
5/12/2025Public Sector Pension Investment Board107,826$2.62M0.0%+26.7%0.316%
5/12/2025Nuveen LLC102,381$2.49M0.0%N/A0.300%
5/12/2025Invesco Ltd.328,781$8.00M0.0%-11.0%0.964%
5/12/2025Zions Bancorporation National Association UT6,847$167K0.0%N/A0.020%
5/12/2025Swiss National Bank66,168$1.61M0.0%-2.2%0.194%
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5/12/2025 Maryland State Retirement & Pension System9,919$241K0.0%-14.9%0.029%
5/9/2025Deutsche Bank AG26,907$655K0.0%-9.9%0.079%
5/9/2025Charles Schwab Investment Management Inc.323,754$7.88M0.0%-74.1%0.952%
5/9/2025Vanguard Group Inc.2,410,536$58.65M0.0%-1.1%7.092%
5/8/2025Federated Hermes Inc.50,243$1.22M0.0%+5.7%0.148%
5/6/2025Royce & Associates LP166,120$4.04M0.0%-26.2%0.489%
5/6/2025Universal Beteiligungs und Servicegesellschaft mbH18,192$443K0.0%N/A0.054%
5/6/2025Y Intercept Hong Kong Ltd34,684$844K0.1%N/A0.102%
5/5/2025Jackson Creek Investment Advisors LLC61,861$1.51M0.5%N/A0.182%
5/5/2025Jennison Associates LLC2,752,114$66.96M0.0%+24.7%8.097%
5/2/2025Victory Capital Management Inc.1,480,997$36.03M0.0%+15,727.7%4.357%
5/1/2025 CWM LLC4,042$98K0.0%+14.8%0.012%
5/1/2025 Louisiana State Employees Retirement System16,000$389K0.0%-3.0%0.047%
4/29/2025Bank of New York Mellon Corp354,123$8.62M0.0%-3.5%1.042%
4/28/2025Principal Financial Group Inc.193,820$4.72M0.0%+2.2%0.570%
4/28/2025Keybank National Association OH58,674$1.43M0.0%+17.7%0.173%
4/24/2025 Diversified Trust Co8,795$214K0.0%N/A0.026%
4/21/2025 Kiley Juergens Wealth Management LLC234,065$5.70M1.5%-0.8%0.689%
4/21/2025 State of Alaska Department of Revenue18,835$458K0.0%-3.0%0.055%
4/17/2025 Brighton Jones LLC11,864$289K0.0%+5.0%0.035%
4/15/2025 Assenagon 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%
4/8/2025Rhumbline 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%
2/19/2025 Public 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 Company329,605$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%
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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 TRC1,459$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%
(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, 153 institutional investors and hedge funds held shares of Heritage Financial. The most heavily invested institutionals were Jennison Associates LLC ($70.98M), Vanguard Group Inc. ($58.65M), Dimensional Fund Advisors LP ($50.67M), Victory Capital Management Inc. ($36.03M), State Street Corp ($34.72M), Alliancebernstein L.P. ($33.64M), and Geode Capital Management LLC ($19.60M).Learn more on Heritage Financial's institutional investors.

What percentage of Heritage Financial's stock is owned by institutional investors?

78.30% of Heritage Financial's stock is owned by institutional investors. Learn more on HFWA's institutional investor holdings.

Which institutional investors have been buying Heritage Financial's stock?

Of the 120 institutional investors that purchased Heritage Financial's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Jennison Associates LLC ($2.72M), Victory Capital Management Inc. ($1.48M), AQR Capital Management LLC ($270.35K), Dimensional Fund Advisors LP ($205.79K), Invesco Ltd. ($195.54K), Trexquant Investment LP ($179.34K), and Hsbc Holdings PLC ($170.47K).

How much institutional buying is happening at Heritage Financial?

Institutional investors have bought a total of 5,808,704 shares in the last 24 months. This purchase volume represents approximately $137.28M in transactions.

Which of Heritage Financial's major shareholders have been selling company stock?

Of the 64 institutional investors that sold Heritage Financial's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Charles Schwab Investment Management Inc. ($945.44K), Goldman Sachs Group Inc. ($421.66K), Alliancebernstein L.P. ($345.25K), Bank of New York Mellon Corp ($323.95K), US Bancorp DE ($192.09K), Ameriprise Financial Inc. ($174.68K), and Assenagon Asset Management S.A. ($148.74K).

How much institutional selling is happening at Heritage Financial?

Institutional investors have sold a total of 3,542,783 shares in the last 24 months. This volume of shares sold represents approximately $85.62M in transactions.


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This page (NASDAQ:HFWA) was last updated on 8/2/2025 by MarketBeat.com Staff
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