Recent Quarter Total Invested
$496.02 M
Recent Quarter Institutional Ownership Percentage
79%
Total Invested of Last Quarter
$546.88 M
Ownership Percentage of Last Quarter
81.12%
Heritage Financial Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK INC. | 08/13/2024 | 4.98 M | $89.82 M | -2.69% | 14.31% |
| VANGUARD GROUP INC | 08/13/2024 | 2.49 M | $44.90 M | 0.13% | 7.15% |
| DIMENSIONAL FUND ADVISORS LP | 08/09/2024 | 1.93 M | $34.88 M | 4.32% | 5.56% |
| ALLIANCEBERNSTEIN L.P. | 08/14/2024 | 1.70 M | $30.68 M | -11.92% | 4.89% |
| STATE STREET CORP | 08/14/2024 | 1.59 M | $28.68 M | -4.11% | 4.57% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/12/2024 | 1.26 M | $22.73 M | -1.81% | 3.62% |
| JENNISON ASSOCIATES LLC | 08/05/2024 | 1.02 M | $18.31 M | 34.80% | 2.92% |
| BANK OF NEW YORK MELLON CORP | 07/25/2024 | 896,309 | $16.16 M | -10.64% | 2.57% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/09/2024 | 808,759 | $14.58 M | 3.08% | 2.32% |
| AMERIPRISE FINANCIAL INC | 08/14/2024 | 557,225 | $10.05 M | -1.19% | 1.60% |
| MORGAN STANLEY | 08/14/2024 | 482,288 | $8.70 M | -0.08% | 1.38% |
| GOLDMAN SACHS GROUP INC | 08/13/2024 | 460,835 | $8.31 M | -50.98% | 1.32% |
| NORTHERN TRUST CORP | 08/14/2024 | 432,079 | $7.79 M | -1.75% | 1.24% |
| HEARTLAND ADVISORS INC | 08/08/2024 | 400,000 | $7.21 M | 0.00% | 1.15% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2024 | 365,477 | $6.59 M | -6.20% | 1.05% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 08/14/2024 | 349,230 | $6.30 M | -0.19% | 1.00% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 08/14/2024 | 334,330 | $6.03 M | 20.19% | 0.96% |
| LORD, ABBETT & CO. LLC | 08/14/2024 | 326,492 | $5.89 M | -0.41% | 0.94% |
| RENAISSANCE TECHNOLOGIES LLC | 08/09/2024 | 321,089 | $5.79 M | 5.63% | 0.92% |
| ROYCE & ASSOCIATES LP | 08/13/2024 | 289,543 | $5.22 M | -0.98% | 0.83% |
| AMERICAN CENTURY COMPANIES INC | 08/07/2024 | 278,017 | $5.01 M | 3.01% | 0.80% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/14/2024 | 261,415 | $4.71 M | -31.86% | 0.75% |
| DANA INVESTMENT ADVISORS, INC. | 08/27/2024 | 244,138 | $4.40 M | -1.33% | 0.70% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 07/23/2024 | 239,847 | $4.32 M | 0.10% | 0.69% |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 08/14/2024 | 230,737 | $4.16 M | 0.00% | 0.66% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2024 | 229,866 | $4.14 M | 3.48% | 0.66% |
| GREAT LAKES ADVISORS, LLC | 08/06/2024 | 220,644 | $3.98 M | 5.41% | 0.63% |
| US BANCORP \DE\ | 08/07/2024 | 202,676 | $3.65 M | -1.98% | 0.58% |
| INVESCO LTD. | 08/13/2024 | 200,793 | $3.62 M | 1.68% | 0.58% |
| PRINCIPAL FINANCIAL GROUP INC | 07/29/2024 | 192,970 | $3.48 M | -3.67% | 0.55% |
| TWO SIGMA ADVISERS, LP | 08/14/2024 | 174,146 | $3.14 M | 20.06% | 0.50% |
| ASSENAGON ASSET MANAGEMENT S.A. | 07/18/2024 | 169,827 | $3.06 M | -17.50% | 0.49% |
| MALTESE CAPITAL MANAGEMENT LLC | 08/14/2024 | 160,000 | $2.88 M | 100.00% | 0.46% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2024 | 158,047 | $2.85 M | 0.34% | 0.45% |
| PANAGORA ASSET MANAGEMENT INC | 07/29/2024 | 141,487 | $2.55 M | -0.38% | 0.41% |
| MARTIN & CO INC /TN/ | 08/12/2024 | 136,373 | $2.46 M | -3.56% | 0.39% |
| D. E. SHAW & CO., INC. | 08/14/2024 | 136,330 | $2.46 M | 36.46% | 0.39% |
| THRIVENT FINANCIAL FOR LUTHERANS | 08/13/2024 | 136,180 | $2.46 M | -8.80% | 0.39% |
| JPMORGAN CHASE & CO | 08/12/2024 | 122,783 | $2.21 M | -3.20% | 0.35% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 114,716 | $2.07 M | 18.68% | 0.33% |
| RHUMBLINE ADVISERS | 08/01/2024 | 109,341 | $1.97 M | -1.59% | 0.31% |
| EMPOWERED FUNDS, LLC | 07/30/2024 | 107,366 | $1.94 M | 7.77% | 0.31% |
| ROYAL BANK OF CANADA | 08/14/2024 | 106,407 | $1.92 M | 1.96% | 0.31% |
| NUVEEN ASSET MANAGEMENT, LLC | 08/09/2024 | 98,884 | $1.78 M | -4.78% | 0.28% |
| LEGAL & GENERAL GROUP PLC | 08/14/2024 | 97,909 | $1.77 M | -0.39% | 0.28% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2024 | 84,282 | $1.52 M | 100.00% | 0.24% |
| PENN CAPITAL MANAGEMENT COMPANY, LLC | 08/13/2024 | 80,870 | $1.46 M | -33.19% | 0.23% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 08/14/2024 | 76,310 | $1.38 M | 5.35% | 0.22% |
| SWISS NATIONAL BANK | 08/08/2024 | 69,068 | $1.25 M | 0.00% | 0.20% |
| CITIGROUP INC | 08/12/2024 | 60,206 | $1.09 M | 0.27% | 0.17% |
Heritage Financial Corporationinstitutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of HFWA shares?
During the previous two years, 219 institutional investors and hedge funds held shares of Heritage Financial Corporation. The most heavily invested institutionals were:
BlackRock Inc.: 4.98 M
VANGUARD GROUP INC: 2.49 M
DIMENSIONAL FUND ADVISORS LP: 1.93 M
ALLIANCEBERNSTEIN L.P.: 1.7 M
STATE STREET CORP: 1.59 M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 1.26 M
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What percentage of Heritage Financial Corporation stock is owned by institutional investors?
79.00% of Heritage Financial Corporation stock is owned by institutional investors.
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How much institutional buying is happening at HFWA ?
Institutional investors have bought a total of 32.08 M shares in the last 24 months. This purchase volume represents approximately $698.41 M in transactions.