Heritage Financial Corp. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 02/12/2026 | 4.91 M | $116.19 M | 3.93% | 14.47% |
| JENNISON ASSOCIATES LLC | 01/30/2026 | 3.11 M | $73.48 M | 0.88% | 9.15% |
| VICTORY CAPITAL MANAGEMENT INC | 02/13/2026 | 2.44 M | $57.60 M | -7.26% | 7.17% |
| VANGUARD GROUP INC | 01/29/2026 | 2.41 M | $57.05 M | 1.92% | 7.10% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 1.98 M | $46.79 M | -2.45% | 5.83% |
| STATE STREET CORP | 02/13/2026 | 1.57 M | $37.21 M | 3.20% | 4.63% |
| ALLIANCEBERNSTEIN L.P. | 02/17/2026 | 1.31 M | $30.91 M | -2.77% | 3.85% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 842.60 K | $19.93 M | 0.50% | 2.48% |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 02/13/2026 | 607.11 K | $14.36 M | 163.12% | 1.79% |
| ALGEBRIS (UK) LTD | 02/10/2026 | 520.69 K | $12.32 M | 16.81% | 1.53% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 02/13/2026 | 504.22 K | $11.92 M | 0.27% | 1.48% |
| MORGAN STANLEY | 02/13/2026 | 399.62 K | $9.45 M | 14.66% | 1.18% |
| NORTHERN TRUST CORP | 02/17/2026 | 376.62 K | $8.91 M | -5.53% | 1.11% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 366.53 K | $8.67 M | 7.34% | 1.08% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 326.54 K | $7.72 M | -0.39% | 0.96% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 02/13/2026 | 314.19 K | $7.43 M | -1.20% | 0.93% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 02/17/2026 | 282.82 K | $6.69 M | 0.82% | 0.83% |
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 277.95 K | $6.57 M | -2.76% | 0.82% |
| LORD, ABBETT & CO. LLC | 02/13/2026 | 277.75 K | $6.57 M | -14.99% | 0.82% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 02/17/2026 | 275.02 K | $6.50 M | 5.68% | 0.81% |
| HEARTLAND ADVISORS INC | 02/11/2026 | 275.00 K | $6.50 M | 0.00% | 0.81% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 269.49 K | $6.37 M | 5.04% | 0.79% |
| INVESCO LTD. | 02/19/2026 | 264.52 K | $6.26 M | 2.83% | 0.78% |
| PROSHARE ADVISORS LLC | 02/06/2026 | 251.93 K | $5.96 M | -2.02% | 0.74% |
| NUVEEN, LLC | 02/12/2026 | 234.55 K | $5.55 M | -4.23% | 0.69% |
| DANA INVESTMENT ADVISORS, INC. | 02/05/2026 | 220.46 K | $5.21 M | -0.13% | 0.65% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 220.30 K | $5.21 M | 2.12% | 0.65% |
| TWO SIGMA ADVISERS, LP | 02/17/2026 | 201.65 K | $4.77 M | -4.14% | 0.59% |
| PRINCIPAL FINANCIAL GROUP INC | 02/02/2026 | 199.18 K | $4.71 M | 5.54% | 0.59% |
| GOLDMAN SACHS GROUP INC | 02/10/2026 | 189.64 K | $4.49 M | 38.70% | 0.56% |
| RHINO INVESTMENT PARTNERS, INC | 02/17/2026 | 185.94 K | $4.40 M | 100.00% | 0.55% |
| RUSSELL INVESTMENTS GROUP, LTD. | 02/17/2026 | 184.11 K | $4.35 M | 30.74% | 0.54% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 01/26/2026 | 177.45 K | $4.20 M | 0.02% | 0.52% |
| AQR CAPITAL MANAGEMENT LLC | 02/17/2026 | 171.16 K | $4.05 M | 32.71% | 0.50% |
| GREAT LAKES ADVISORS, LLC | 02/12/2026 | 167.71 K | $3.97 M | 2.11% | 0.49% |
| MARTIN & CO INC /TN/ | 02/13/2026 | 135.44 K | $3.20 M | 2.15% | 0.40% |
| ROYCE & ASSOCIATES LP | 02/09/2026 | 126.64 K | $3.00 M | -25.07% | 0.37% |
| DEPRINCE RACE & ZOLLO INC | 01/23/2026 | 120.87 K | $2.86 M | 71.41% | 0.36% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 02/13/2026 | 117.72 K | $2.78 M | -11.13% | 0.35% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 111.48 K | $2.64 M | -68.05% | 0.33% |
| UBS GROUP AG | 01/29/2026 | 106.52 K | $2.52 M | 8.21% | 0.31% |
| AMERICAN CENTURY COMPANIES INC | 02/13/2026 | 101.84 K | $2.41 M | -8.05% | 0.30% |
| CITADEL ADVISORS LLC | 02/17/2026 | 98.56 K | $2.33 M | 685.94% | 0.29% |
| WELLINGTON MANAGEMENT GROUP LLP | 02/17/2026 | 97.04 K | $2.29 M | -79.06% | 0.29% |
| RHUMBLINE ADVISERS | 02/13/2026 | 94.36 K | $2.23 M | -5.54% | 0.28% |
| LEGAL & GENERAL GROUP PLC | 02/09/2026 | 89.14 K | $2.11 M | -3.01% | 0.26% |
| ROYAL BANK OF CANADA | 02/17/2026 | 76.45 K | $1.81 M | -4.67% | 0.23% |
| LSV ASSET MANAGEMENT | 02/06/2026 | 74.50 K | $1.76 M | 0.00% | 0.22% |
| SWISS NATIONAL BANK | 02/12/2026 | 66.17 K | $1.56 M | 0.00% | 0.19% |
| KEYBANK NATIONAL ASSOCIATION/OH | 01/30/2026 | 65.05 K | $1.54 M | 0.59% | 0.19% |
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Heritage Financial Corp. institutional Ownership - FAQ's
During the previous two years, 233 institutional investors and hedge funds held shares of Heritage Financial Corp.. The most heavily invested institutionals were:
BlackRock, Inc.: 4.91 M
JENNISON ASSOCIATES LLC: 3.11 M
VICTORY CAPITAL MANAGEMENT INC: 2.44 M
VANGUARD GROUP INC: 2.41 M
DIMENSIONAL FUND ADVISORS LP: 1.98 M
STATE STREET CORP: 1.57 M
73.93% of Heritage Financial Corp. stock is owned by institutional investors.
Institutional investors have bought a total of 39.30 M shares in the last 24 months. This purchase volume represents approximately $1.11 B in transactions.