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Heritage Financial (HFWA) Institutional Ownership

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(As of 05/17/2024 ET)
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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)
53
Total
Institutional Inflows
(last 12 months)
$57.93M
Number of
Institutional Sellers
(last 12 months)
48
Total
Institutional Outflows
(last 12 months)
$30.63M
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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
5/17/2024 Comerica Bank19,252$373K0.0%-7.1%0.055%
5/16/2024 California State Teachers Retirement System34,882$676K0.0%-5.5%0.101%
5/16/2024 EJF Capital LLC29,805$578K0.4%-9.9%0.086%
5/15/2024 Price T Rowe Associates Inc. MD29,784$578K0.0%+5.2%0.086%
5/14/2024 CANADA LIFE ASSURANCE Co32,445$627K0.0%-10.6%0.094%
5/10/2024 Vanguard Group Inc.2,486,777$48.22M0.0%-7.1%7.177%
5/9/2024 Pacific Ridge Capital Partners LLC56,722$1.10M0.2%-6.4%0.164%
5/9/2024 State Board of Administration of Florida Retirement System15,919$341K0.0%+60.7%0.046%
5/8/2024 US Bancorp DE206,776$4.01M0.0%+212.4%0.597%
5/8/2024 Russell Investments Group Ltd.21,095$409K0.0%-27.2%0.061%
5/7/2024 Sei Investments Co.62,267$1.21M0.0%-4.5%0.180%
5/7/2024 Heartland Advisors Inc.400,000$7.76M0.4%-10.3%1.154%
5/7/2024 Empowered Funds LLC99,626$1.93M0.0%+8.2%0.288%
5/2/2024 Jennison Associates LLC753,570$14.61M0.0%N/A2.175%
5/1/2024 BNP Paribas Financial Markets40,257$781K0.0%-9.6%0.116%
5/1/2024 Mirae Asset Global Investments Co. Ltd.27,308$569K0.0%+39.0%0.079%
4/29/2024 Principal Financial Group Inc.200,324$3.88M0.0%+10.1%0.578%
4/26/2024 Yousif Capital Management LLC15,794$306K0.0%-8.5%0.046%
4/24/2024 Assenagon Asset Management S.A.205,854$3.99M0.0%+6.2%0.594%
4/19/2024 Kiley Juergens Wealth Management LLC239,596$4.65M1.4%+0.7%0.691%
4/18/2024 Allspring Global Investments Holdings LLC128,587$2.49M0.0%-3.2%0.371%
4/17/2024 Hennion & Walsh Asset Management Inc.11,123$216K0.0%N/A0.032%
3/22/2024 PNC Financial Services Group Inc.3,394$73K0.0%+72.6%0.010%
3/5/2024 Wellington Management Group LLP74,900$1.60M0.0%N/A0.215%
3/1/2024 Goldman Sachs Group Inc.932,177$19.94M0.0%-8.8%2.670%
2/15/2024 Penn Capital Management Company LLC31,337$670K0.1%N/A0.090%
2/15/2024 Forest Hill Capital LLC211,590$4.53M2.4%-16.9%0.606%
2/13/2024 Tower Research Capital LLC TRC2,892$62K0.0%-77.7%0.008%
2/12/2024 Pacific Ridge Capital Partners LLC60,628$1.30M0.3%+27.7%0.174%
2/12/2024 Hsbc Holdings PLC182,650$3.93M0.0%+899.6%0.523%
2/9/2024 Aigen Investment Management LP10,003$214K0.0%-20.8%0.029%
2/9/2024 Quest Partners LLC21,399$458K0.1%N/A0.061%
2/9/2024 Trexquant Investment LP50,191$1.07M0.0%+85.8%0.144%
2/8/2024 Great Lakes Advisors LLC211,628$4.53M0.0%+16.5%0.606%
2/8/2024 Panagora Asset Management Inc.133,523$2.86M0.0%+72.3%0.383%
2/8/2024 Heartland Advisors Inc.446,000$9.54M0.5%-1.3%1.278%
2/7/2024 Boston Partners65,932$1.41M0.0%-5.0%0.189%
2/7/2024 Principal Financial Group Inc.181,890$3.89M0.0%-4.0%0.521%
2/7/2024 Dimensional Fund Advisors LP1,733,722$37.09M0.0%+5.6%4.968%
2/7/2024 BNP Paribas Financial Markets44,528$952K0.0%+62.1%0.128%
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2/7/2024 Teacher Retirement System of Texas10,481$224K0.0%-47.6%0.030%
2/6/2024 Charles Schwab Investment Management Inc.1,008,656$21.58M0.0%+2.6%2.890%
2/6/2024 Amalgamated Bank13,216$283K0.0%-6.0%0.038%
2/6/2024 Swiss National Bank69,068$1.48M0.0%-10.5%0.198%
2/6/2024 McIlrath & Eck LLC1,698$36K0.0%-40.2%0.005%
2/5/2024 Russell Investments Group Ltd.28,970$620K0.0%+153.4%0.083%
2/1/2024 Yousif Capital Management LLC17,259$369K0.0%-7.7%0.049%
2/1/2024 New York State Common Retirement Fund17,205$368K0.0%+53.8%0.049%
2/1/2024 Illinois Municipal Retirement Fund19,881$425K0.0%-5.8%0.057%
1/31/2024 Federated Hermes Inc.50,507$1.08M0.0%-22.5%0.145%
1/30/2024 Kiley Juergens Wealth Management LLC237,855$5.09M1.7%-0.8%0.682%
1/30/2024 Strs Ohio30,500$652K0.0%-16.4%0.087%
1/29/2024 Louisiana State Employees Retirement System17,500$374K0.0%N/A0.050%
1/25/2024 Allspring Global Investments Holdings LLC132,804$2.84M0.0%-20.7%0.381%
1/24/2024 Mirae Asset Global Investments Co. Ltd.19,644$420K0.0%+5.1%0.056%
1/24/2024 DekaBank Deutsche Girozentrale3,763$81K0.0%N/A0.011%
1/24/2024 Arizona State Retirement System9,798$210K0.0%N/A0.028%
1/17/2024 Assenagon Asset Management S.A.193,846$4.15M0.0%+35.4%0.555%
1/11/2024 Ziegler Capital Management LLC35,566$761K0.0%+9.1%0.102%
12/18/2023 Vanguard Group Inc.2,560,289$41.76M0.0%-3.2%7.336%
12/6/2023 Citigroup Inc.27,141$443K0.0%-56.7%0.078%
11/15/2023 Schroder Investment Management Group535,820$8.74M0.0%+34.7%1.535%
11/15/2023 EJF Capital LLC42,051$686K0.3%-15.1%0.120%
11/15/2023 AQR Capital Management LLC287,402$4.69M0.0%+1,585.8%0.824%
11/14/2023 Trexquant Investment LP27,018$441K0.0%-71.2%0.077%
11/13/2023 Connor Clark & Lunn Investment Management Ltd.38,311$625K0.0%N/A0.110%
11/13/2023 Federated Hermes Inc.65,144$1.06M0.0%-49.9%0.187%
11/13/2023 Stifel Financial Corp112,374$1.83M0.0%-0.7%0.322%
11/13/2023 Hsbc Holdings PLC18,273$299K0.0%+50.1%0.052%
11/13/2023 Aigen Investment Management LP12,637$206K0.0%N/A0.036%
11/13/2023 Rafferty Asset Management LLC31,840$519K0.0%-40.3%0.091%
11/13/2023 Pacific Ridge Capital Partners LLC47,463$774K0.2%+35.2%0.136%
11/13/2023 Lord Abbett & CO. LLC269,292$4.39M0.0%+6.7%0.772%
11/9/2023 Rhumbline Advisers109,817$1.79M0.0%-1.1%0.313%
11/9/2023 Citigroup Inc.27,141$443K0.0%-56.7%0.077%
11/9/2023 Commonwealth of Pennsylvania Public School Empls Retrmt SYS23,431$382K0.0%-40.9%0.067%
11/9/2023 Texas Permanent School Fund Corp29,510$481K0.0%-4.4%0.084%
11/8/2023 Charles Schwab Investment Management Inc.982,685$16.03M0.0%+4.8%2.804%
11/8/2023 Sequoia Financial Advisors LLC11,256$184K0.0%N/A0.032%
11/8/2023 Swiss National Bank77,168$1.26M0.0%+1.8%0.220%
11/8/2023 Heartland Advisors Inc.452,100$7.37M0.4%+1.1%1.290%
11/8/2023 Boston Partners69,371$1.13M0.0%-13.1%0.198%
11/7/2023 Great Lakes Advisors LLC181,603$2.96M0.0%+28.9%0.518%
11/7/2023 Quantbot Technologies LP5,000$82K0.0%-73.7%0.014%
11/7/2023 Barclays PLC59,258$966K0.0%-14.4%0.169%
11/6/2023 Illinois Municipal Retirement Fund21,111$344K0.0%N/A0.060%
11/6/2023 Assenagon Asset Management S.A.143,158$2.34M0.0%-35.3%0.408%
11/2/2023 Principal Financial Group Inc.189,566$3.09M0.0%-5.1%0.541%
10/31/2023 Teacher Retirement System of Texas20,011$326K0.0%-4.2%0.057%
10/31/2023 Panagora Asset Management Inc.77,487$1.26M0.0%+118.9%0.221%
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10/30/2023 Yousif Capital Management LLC18,689$305K0.0%-5.8%0.053%
10/27/2023 Allspring Global Investments Holdings LLC167,418$2.73M0.0%-34.3%0.478%
10/26/2023 Mirae Asset Global Investments Co. Ltd.18,697$305K0.0%+6.2%0.053%
10/24/2023 Bank of New York Mellon Corp928,004$15.14M0.0%+7.6%2.648%
10/24/2023 Maryland State Retirement & Pension System12,909$211K0.0%-5.5%0.037%
10/17/2023 Kiley Juergens Wealth Management LLC239,743$3.91M1.4%+12.9%0.684%
10/16/2023 Ziegler Capital Management LLC32,604$532K0.0%-10.5%0.093%
10/16/2023 State of Alaska Department of Revenue21,822$355K0.0%-5.4%0.062%
10/13/2023 SG Americas Securities LLC8,909$145K0.0%N/A0.025%
9/21/2023 Barclays PLC69,198$1.12M0.0%+85.1%0.197%
(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, 122 institutional investors and hedge funds held shares of Heritage Financial. The most heavily invested institutionals were Vanguard Group Inc. ($48.22M), Dimensional Fund Advisors LP ($37.09M), Charles Schwab Investment Management Inc. ($21.58M), Goldman Sachs Group Inc. ($19.94M), Basswood Capital Management L.L.C. ($15.68M), Bank of New York Mellon Corp ($15.14M), and Jennison Associates LLC ($14.61M).Learn more on HFWA's institutional investors.

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

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

Which institutional investors have been buying Heritage Financial stock?

Of the 98 institutional investors that purchased Heritage Financial stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Jennison Associates LLC ($753.57K), Assenagon Asset Management S.A. ($401.23K), AQR Capital Management LLC ($270.35K), The Manufacturers Life Insurance Company ($247.24K), EJF Capital LLC ($245.93K), Great Lakes Advisors LLC ($241.00K), and Dimensional Fund Advisors LP ($220.60K).

How much institutional buying is happening at Heritage Financial?

Institutional investors have bought a total of 5,852,577 shares in the last 24 months. This purchase volume represents approximately $128.60M in transactions.

Which Heritage Financial major shareholders have been selling company stock?

Of the 68 institutional investors that sold Heritage Financial stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Victory Capital Management Inc. ($1.80M), Vanguard Group Inc. ($274.67K), Dimensional Fund Advisors LP ($251.38K), Assenagon Asset Management S.A. ($195.37K), Allspring Global Investments Holdings LLC ($193.16K), Goldman Sachs Group Inc. ($90.45K), and Federated Hermes Inc. ($79.53K).

How much institutional selling is happening at Heritage Financial?

Institutional investors have sold a total of 3,969,881 shares in the last 24 months. This volume of shares sold represents approximately $93.79M in transactions.


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This page (NASDAQ:HFWA) was last updated on 5/18/2024 by MarketBeat.com Staff

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