Heritage Financial Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 02/07/2025 | 5.04 M | $123.55 M | 0.81% | 14.69% |
| VANGUARD GROUP INC | 02/11/2025 | 2.44 M | $59.74 M | -1.76% | 7.10% |
| JENNISON ASSOCIATES LLC | 01/24/2025 | 2.21 M | $54.07 M | 26.75% | 6.43% |
| DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 2.07 M | $50.67 M | 1.64% | 6.03% |
| STATE STREET CORP | 02/14/2025 | 1.66 M | $40.59 M | 3.87% | 4.83% |
| ALLIANCEBERNSTEIN L.P. | 02/12/2025 | 1.50 M | $36.67 M | -13.37% | 4.36% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/06/2025 | 1.25 M | $30.62 M | 0.70% | 3.64% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 799.97 K | $19.60 M | -1.22% | 2.33% |
| MORGAN STANLEY | 02/14/2025 | 455.92 K | $11.17 M | -5.19% | 1.33% |
| NORTHERN TRUST CORP | 02/14/2025 | 433.68 K | $10.63 M | 1.45% | 1.26% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 02/12/2025 | 433.30 K | $10.62 M | 12.10% | 1.26% |
| AMERIPRISE FINANCIAL INC | 02/14/2025 | 381.25 K | $9.34 M | -31.42% | 1.11% |
| GOLDMAN SACHS GROUP INC | 02/11/2025 | 372.05 K | $9.12 M | -16.41% | 1.08% |
| INVESCO LTD. | 02/13/2025 | 369.43 K | $9.05 M | 112.45% | 1.08% |
| BANK OF NEW YORK MELLON CORP | 02/04/2025 | 366.84 K | $8.99 M | -45.90% | 1.07% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 02/14/2025 | 329.61 K | $8.08 M | -1.70% | 0.96% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 02/14/2025 | 323.29 K | $7.92 M | 3.92% | 0.94% |
| LORD, ABBETT & CO. LLC | 02/14/2025 | 317.38 K | $7.78 M | -0.90% | 0.92% |
| PROSHARE ADVISORS LLC | 02/14/2025 | 304.47 K | $7.46 M | -7.09% | 0.89% |
| AMERICAN CENTURY COMPANIES INC | 02/11/2025 | 278.18 K | $6.82 M | -5.02% | 0.81% |
| HEARTLAND ADVISORS INC | 02/12/2025 | 275.00 K | $6.74 M | 0.00% | 0.80% |
| AQR CAPITAL MANAGEMENT LLC | 02/14/2025 | 269.76 K | $6.61 M | -2.17% | 0.79% |
| RENAISSANCE TECHNOLOGIES LLC | 02/13/2025 | 245.73 K | $6.02 M | -16.99% | 0.72% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 02/14/2025 | 241.35 K | $5.91 M | 2.43% | 0.70% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 01/16/2025 | 236.03 K | $5.78 M | -3.43% | 0.69% |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 02/14/2025 | 230.74 K | $5.65 M | 0.00% | 0.67% |
| JPMORGAN CHASE & CO | 02/12/2025 | 225.95 K | $5.54 M | 83.28% | 0.66% |
| ROYCE & ASSOCIATES LP | 02/10/2025 | 225.12 K | $5.52 M | -16.67% | 0.66% |
| GREAT LAKES ADVISORS, LLC | 02/10/2025 | 220.25 K | $5.40 M | -3.13% | 0.64% |
| DANA INVESTMENT ADVISORS, INC. | 02/06/2025 | 206.52 K | $5.06 M | -5.45% | 0.60% |
| PRINCIPAL FINANCIAL GROUP INC | 01/31/2025 | 189.72 K | $4.65 M | 3.13% | 0.55% |
| DEPRINCE RACE & ZOLLO INC | 02/14/2025 | 153.26 K | $3.75 M | 100.00% | 0.45% |
| BANK OF AMERICA CORP /DE/ | 02/14/2025 | 147.89 K | $3.62 M | 45.52% | 0.43% |
| RUSSELL INVESTMENTS GROUP, LTD. | 02/13/2025 | 143.91 K | $3.53 M | 356.95% | 0.42% |
| TWO SIGMA ADVISERS, LP | 02/14/2025 | 141.15 K | $3.46 M | -4.53% | 0.41% |
| PANAGORA ASSET MANAGEMENT INC | 02/13/2025 | 135.20 K | $3.31 M | -2.93% | 0.39% |
| MARTIN & CO INC /TN/ | 01/31/2025 | 130.85 K | $3.21 M | -4.14% | 0.38% |
| TWO SIGMA INVESTMENTS, LP | 02/14/2025 | 127.09 K | $3.11 M | -15.68% | 0.37% |
| EMPOWERED FUNDS, LLC | 01/28/2025 | 118.85 K | $2.91 M | 5.06% | 0.35% |
| ASSENAGON ASSET MANAGEMENT S.A. | 01/14/2025 | 105.01 K | $2.57 M | -34.42% | 0.31% |
| RHUMBLINE ADVISERS | 01/30/2025 | 104.43 K | $2.56 M | -0.74% | 0.30% |
| NUVEEN ASSET MANAGEMENT, LLC | 02/14/2025 | 102.38 K | $2.51 M | 0.00% | 0.30% |
| LEGAL & GENERAL GROUP PLC | 02/13/2025 | 93.02 K | $2.28 M | 0.60% | 0.27% |
| ROYAL BANK OF CANADA | 02/14/2025 | 92.89 K | $2.28 M | -12.34% | 0.27% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 02/14/2025 | 85.11 K | $2.09 M | 16.25% | 0.25% |
| CITIGROUP INC | 02/12/2025 | 83.18 K | $2.04 M | 15.92% | 0.24% |
| UBS ASSET MANAGEMENT AMERICAS INC | 02/14/2025 | 72.71 K | $1.78 M | 41.64% | 0.21% |
| BARCLAYS PLC | 02/13/2025 | 70.90 K | $1.74 M | -3.27% | 0.21% |
| SWISS NATIONAL BANK | 02/10/2025 | 67.67 K | $1.66 M | 0.00% | 0.20% |
| TREXQUANT INVESTMENT LP | 02/12/2025 | 67.56 K | $1.66 M | 187.05% | 0.20% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
Heritage Financial Corporation institutional Ownership - FAQ's
During the previous two years, 183 institutional investors and hedge funds held shares of Heritage Financial Corporation. The most heavily invested institutionals were:
Mirae Asset Global Investments Co., Ltd.: 0
Ronald Blue Trust, Inc.: 0
Bruce G. Allen Investments, LLC: 0
VANGUARD GROUP INC: 2.44 M
JENNISON ASSOCIATES LLC: 2.21 M
DIMENSIONAL FUND ADVISORS LP: 2.07 M
80.69% of Heritage Financial Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 31.12 M shares in the last 24 months. This purchase volume represents approximately $740.06 M in transactions.