Heritage Financial Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 11/12/2025 | 4.73 M | $114.35 M | -3.42% | 13.89% |
| JENNISON ASSOCIATES LLC | 10/30/2025 | 3.08 M | $74.51 M | 3.45% | 9.05% |
| VICTORY CAPITAL MANAGEMENT INC | 11/12/2025 | 2.63 M | $63.53 M | 9.15% | 7.72% |
| VANGUARD GROUP INC | 11/07/2025 | 2.37 M | $57.26 M | -2.18% | 6.95% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 2.03 M | $49.07 M | -0.47% | 5.96% |
| STATE STREET CORP | 11/14/2025 | 1.52 M | $36.88 M | -3.94% | 4.48% |
| ALLIANCEBERNSTEIN L.P. | 11/14/2025 | 1.34 M | $32.52 M | -1.21% | 3.95% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 838.43 K | $20.28 M | 1.26% | 2.46% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/13/2025 | 502.87 K | $12.16 M | -0.32% | 1.48% |
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2025 | 463.40 K | $11.21 M | 100.00% | 1.36% |
| ALGEBRIS (UK) LTD | 10/31/2025 | 445.76 K | $10.77 M | 100.00% | 1.31% |
| NORTHERN TRUST CORP | 11/14/2025 | 398.66 K | $9.64 M | -2.31% | 1.17% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 348.97 K | $8.44 M | -11.34% | 1.03% |
| MORGAN STANLEY | 11/14/2025 | 348.53 K | $8.43 M | -8.55% | 1.02% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 341.47 K | $8.26 M | -2.38% | 1.00% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 327.81 K | $7.93 M | 1.42% | 0.96% |
| LORD, ABBETT & CO. LLC | 11/13/2025 | 326.73 K | $7.90 M | 0.00% | 0.96% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 11/14/2025 | 317.99 K | $7.69 M | -0.82% | 0.93% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 285.83 K | $6.91 M | -11.10% | 0.84% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 11/14/2025 | 280.52 K | $6.79 M | -1.22% | 0.82% |
| HEARTLAND ADVISORS INC | 11/07/2025 | 275.00 K | $6.65 M | 0.00% | 0.81% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2025 | 260.24 K | $6.30 M | 4.04% | 0.76% |
| INVESCO LTD. | 11/13/2025 | 257.23 K | $6.22 M | -6.54% | 0.76% |
| PROSHARE ADVISORS LLC | 11/06/2025 | 257.13 K | $6.22 M | -3.47% | 0.76% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 256.57 K | $6.21 M | 40.22% | 0.75% |
| NUVEEN, LLC | 11/12/2025 | 244.91 K | $5.92 M | -4.66% | 0.72% |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 11/14/2025 | 230.74 K | $5.58 M | 0.00% | 0.68% |
| DANA INVESTMENT ADVISORS, INC. | 11/10/2025 | 220.74 K | $5.34 M | -0.70% | 0.65% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 215.73 K | $5.22 M | 19.47% | 0.63% |
| TWO SIGMA ADVISERS, LP | 11/14/2025 | 210.35 K | $5.09 M | 49.77% | 0.62% |
| PRINCIPAL FINANCIAL GROUP INC | 11/04/2025 | 188.73 K | $4.57 M | -8.82% | 0.55% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 10/22/2025 | 177.42 K | $4.29 M | -23.81% | 0.52% |
| ROYCE & ASSOCIATES LP | 11/12/2025 | 169.01 K | $4.09 M | 1.74% | 0.50% |
| GREAT LAKES ADVISORS, LLC | 11/03/2025 | 164.24 K | $3.97 M | -11.19% | 0.48% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2025 | 140.83 K | $3.41 M | 43.90% | 0.41% |
| EMPOWERED FUNDS, LLC | 11/13/2025 | 137.74 K | $3.33 M | 7.92% | 0.40% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 136.73 K | $3.31 M | -4.78% | 0.40% |
| MARTIN & CO INC /TN/ | 11/07/2025 | 132.59 K | $3.21 M | 1.02% | 0.39% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 11/06/2025 | 132.46 K | $3.20 M | 13.91% | 0.39% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2025 | 128.98 K | $3.12 M | 12.49% | 0.38% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2025 | 110.76 K | $2.68 M | -21.07% | 0.33% |
| RHUMBLINE ADVISERS | 11/06/2025 | 99.89 K | $2.42 M | -1.49% | 0.29% |
| UBS GROUP AG | 11/13/2025 | 98.43 K | $2.38 M | -10.15% | 0.29% |
| LEGAL & GENERAL GROUP PLC | 11/13/2025 | 91.91 K | $2.22 M | -3.18% | 0.27% |
| ROYAL BANK OF CANADA | 11/14/2025 | 80.20 K | $1.94 M | -13.65% | 0.24% |
| LSV ASSET MANAGEMENT | 11/06/2025 | 74.50 K | $1.80 M | 0.00% | 0.22% |
| DEPRINCE RACE & ZOLLO INC | 10/17/2025 | 70.51 K | $1.71 M | 61.04% | 0.21% |
| SWISS NATIONAL BANK | 11/13/2025 | 66.17 K | $1.60 M | 2.00% | 0.19% |
| KEYBANK NATIONAL ASSOCIATION/OH | 11/04/2025 | 64.67 K | $1.56 M | 2.77% | 0.19% |
| UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 10/30/2025 | 58.04 K | $1.40 M | 112.47% | 0.17% |
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Heritage Financial Corporation institutional Ownership - FAQ's
During the previous two years, 237 institutional investors and hedge funds held shares of Heritage Financial Corporation. The most heavily invested institutionals were:
BlackRock, Inc.: 4.73 M
JENNISON ASSOCIATES LLC: 3.08 M
VICTORY CAPITAL MANAGEMENT INC: 2.63 M
VANGUARD GROUP INC: 2.37 M
DIMENSIONAL FUND ADVISORS LP: 2.03 M
STATE STREET CORP: 1.52 M
85.76% of Heritage Financial Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 39.07 M shares in the last 24 months. This purchase volume represents approximately $945.91 M in transactions.