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Heritage Financial (HFWA) Institutional Ownership

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$24.68 +0.35 (+1.42%)
As of 10:50 AM Eastern
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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)
90
Total
Institutional Inflows
(last 12 months)
$138.64M
Number of
Institutional Sellers
(last 12 months)
71
Total
Institutional Outflows
(last 12 months)
$98.83M
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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
9/24/2025Texas Permanent School Fund Corp33,315$794K0.0%-7.3%0.098%
8/16/2025Public Sector Pension Investment Board116,282$2.77M0.0%+7.8%0.343%
8/15/2025CANADA LIFE ASSURANCE Co32,191$767K0.0%-6.1%0.095%
8/15/2025Tower Research Capital LLC TRC 2,875$69K0.0%+99.1%0.008%
8/15/2025State of Tennessee Department of Treasury8,660$206K0.0%-70.0%0.026%
8/15/2025Rafferty Asset Management LLC38,104$908K0.0%+33.6%0.112%
8/15/2025Lazard Asset Management LLC33,129$789K0.0%+8.7%0.098%
8/15/2025BNP Paribas Financial Markets3,896$93K0.0%-74.0%0.011%
8/15/2025Bridgeway Capital Management LLC250,129$5.96M0.1%+1.6%0.737%
8/15/2025Brevan Howard Capital Management LP8,505$203K0.0%-46.2%0.025%
8/15/2025Bank of America Corp DE180,581$4.31M0.0%+16.6%0.532%
8/15/2025Ameriprise Financial Inc.393,619$9.38M0.0%+1.7%1.159%
8/14/2025Jane Street Group LLC58,141$1.39M0.0%-45.9%0.171%
8/14/2025Raymond James Financial Inc.50,895$1.21M0.0%+14.8%0.150%
8/14/2025Quantinno Capital Management LP18,481$441K0.0%N/A0.054%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.18,694$446K0.0%-6.8%0.055%
8/14/2025Alliancebernstein L.P.1,360,681$32.44M0.0%-1.6%4.008%
8/14/2025The Manufacturers Life Insurance Company 320,602$7.64M0.0%-2.0%0.944%
8/14/2025Sei Investments Co.13,758$328K0.0%-71.3%0.041%
8/14/2025Federated Hermes Inc.57,442$1.37M0.0%+14.3%0.169%
8/13/2025Gabelli Funds LLC18,729$446K0.0%N/A0.055%
8/13/2025First Trust Advisors LP39,535$943K0.0%+70.9%0.116%
8/13/2025EverSource Wealth Advisors LLC1,958$47K0.0%+27,871.4%0.006%
8/13/2025Invesco Ltd.275,223$6.56M0.0%-16.3%0.811%
8/13/2025Arrowstreet Capital Limited Partnership504,509$12.03M0.0%+13.4%1.486%
8/13/2025Panagora Asset Management Inc.84,478$2.01M0.0%-45.7%0.249%
8/13/2025Martin & Co. Inc. TN131,248$3.13M0.6%-1.1%0.387%
8/13/2025Russell Investments Group Ltd.97,861$2.33M0.0%-43.8%0.288%
8/12/2025Prudential Financial Inc.35,315$842K0.0%+5.6%0.104%
8/12/2025American Century Companies Inc.140,324$3.35M0.0%-34.3%0.411%
8/12/2025Rhumbline Advisers101,404$2.42M0.0%+3.7%0.297%
8/12/2025Legal & General Group Plc94,931$2.26M0.0%+5.7%0.278%
8/12/2025JPMorgan Chase & Co.35,262$841K0.0%-75.0%0.103%
8/12/2025Swiss National Bank64,868$1.55M0.0%-2.0%0.190%
8/12/2025Dynamic Technology Lab Private Ltd31,460$750K0.1%N/A0.092%
8/11/2025Universal Beteiligungs und Servicegesellschaft mbH27,318$651K0.0%+50.2%0.080%
8/8/2025Intech Investment Management LLC34,931$833K0.0%-22.4%0.102%
8/8/2025Commonwealth of Pennsylvania Public School Empls Retrmt SYS8,756$209K0.0%N/A0.026%
8/8/2025Geode Capital Management LLC828,029$19.74M0.0%+0.4%2.428%
8/7/2025ProShare Advisors LLC266,360$6.35M0.0%-12.4%0.781%
8/7/2025Campbell & CO Investment Adviser LLC21,154$504K0.0%N/A0.062%
8/5/2025Bank of New York Mellon Corp349,778$8.34M0.0%-1.2%1.025%
8/5/2025Versor Investments LP34,200$815K0.1%-10.0%0.100%
8/4/2025Keybank National Association OH62,924$1.50M0.0%+7.2%0.184%
8/1/2025Jennison Associates LLC2,977,315$70.98M0.0%+8.2%8.730%
7/16/2025Kiley Juergens Wealth Management LLC232,857$5.55M1.3%-0.5%0.683%
7/16/2025State of Alaska Department of Revenue20,292$483K0.0%+7.7%0.059%
7/14/2025 GAMMA Investing LLC4,557$109K0.0%+53.3%0.013%
7/11/2025Marshall & Sullivan Inc. WA6,144$146K0.1%N/A0.018%
6/27/2025Goldman Sachs Group Inc.161,214$3.92M0.0%-56.7%0.473%
6/18/2025Voya Investment Management LLC38,048$926K0.0%+34.2%0.112%
5/29/2025Rhumbline Advisers97,786$2.38M0.0%-6.4%0.287%
5/28/2025Strs Ohio25,200$613K0.0%N/A0.074%
5/19/2025Jane Street Group LLC107,482$2.62M0.0%+437.3%0.315%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC78,130$1.90M0.0%+7.4%0.229%
5/16/2025Empowered Funds LLC123,798$3.01M0.0%+4.2%0.363%
5/16/2025Great Lakes Advisors LLC189,044$4.60M0.0%-14.2%0.554%
5/16/2025Goldman Sachs Group Inc.161,214$3.92M0.0%-56.7%0.473%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.20,060$488K0.0%+4.6%0.059%
5/16/2025Bridgeway Capital Management LLC246,298$5.99M0.2%+2.0%0.722%
5/16/2025Alliancebernstein L.P.1,382,473$33.64M0.0%-7.6%4.053%
5/16/2025AQR Capital Management LLC238,210$5.80M0.0%-11.7%0.698%
5/16/2025Amundi13,669$308K0.0%-19.2%0.040%
5/15/2025Royal Bank of Canada88,143$2.14M0.0%-5.1%0.258%
5/15/2025Baird Financial Group Inc.49,816$1.21M0.0%+13.1%0.146%
5/15/2025Panagora Asset Management Inc.155,661$3.79M0.0%+15.1%0.456%
5/15/2025Trexquant Investment LP116,930$2.85M0.0%+73.1%0.343%
5/14/2025Ieq Capital LLC12,115$295K0.0%+8.3%0.036%
5/14/2025Keeley Teton Advisors LLC19,802$482K0.1%+36.4%0.058%
5/14/2025Rafferty Asset Management LLC28,517$694K0.0%-3.0%0.084%
5/14/2025Comerica Bank16,064$391K0.0%-2.9%0.047%
5/14/2025Penn Capital Management Company LLC25,948$631K0.1%N/A0.076%
5/14/2025Hotchkis & Wiley Capital Management LLC291,900$7.10M0.0%-9.7%0.856%
5/14/2025Martingale Asset Management L P21,200$516K0.0%-26.9%0.062%
5/13/2025Northern Trust Corp412,199$10.03M0.0%-5.0%1.209%
5/13/2025Versor Investments LP38,000$925K0.2%N/A0.111%
5/13/2025American Century Companies Inc.213,628$5.20M0.0%-23.2%0.626%
5/13/2025Lord Abbett & CO. LLC316,149$7.69M0.0%-0.4%0.927%
5/13/2025Russell Investments Group Ltd.174,151$4.24M0.0%+21.0%0.511%
5/12/2025Public Sector Pension Investment Board107,826$2.62M0.0%+26.7%0.316%
5/12/2025Nuveen LLC102,381$2.49M0.0%N/A0.300%
5/12/2025Invesco Ltd.328,781$8.00M0.0%-11.0%0.964%
5/12/2025Zions Bancorporation National Association UT6,847$167K0.0%N/A0.020%
5/12/2025Swiss National Bank66,168$1.61M0.0%-2.2%0.194%
5/12/2025Maryland State Retirement & Pension System9,919$241K0.0%-14.9%0.029%
5/9/2025Deutsche Bank AG26,907$655K0.0%-9.9%0.079%
5/9/2025Charles Schwab Investment Management Inc.323,754$7.88M0.0%-74.1%0.952%
5/9/2025Vanguard Group Inc.2,410,536$58.65M0.0%-1.1%7.092%
5/8/2025Federated Hermes Inc.50,243$1.22M0.0%+5.7%0.148%
5/6/2025Royce & Associates LP166,120$4.04M0.0%-26.2%0.489%
5/6/2025Universal Beteiligungs und Servicegesellschaft mbH18,192$443K0.0%N/A0.054%
5/6/2025Y Intercept Hong Kong Ltd34,684$844K0.1%N/A0.102%
5/5/2025Jackson Creek Investment Advisors LLC61,861$1.51M0.5%N/A0.182%
5/5/2025Jennison Associates LLC2,752,114$66.96M0.0%+24.7%8.097%
5/2/2025Victory Capital Management Inc.1,480,997$36.03M0.0%+15,727.7%4.357%
5/1/2025CWM LLC4,042$98K0.0%+14.8%0.012%
5/1/2025Louisiana State Employees Retirement System16,000$389K0.0%-3.0%0.047%
4/29/2025Bank of New York Mellon Corp354,123$8.62M0.0%-3.5%1.042%
4/28/2025Principal Financial Group Inc.193,820$4.72M0.0%+2.2%0.570%
4/28/2025Keybank National Association OH58,674$1.43M0.0%+17.7%0.173%
(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, 156 institutional investors and hedge funds held shares of Heritage Financial. The most heavily invested institutionals were Jennison Associates LLC ($70.98M), Vanguard Group Inc. ($58.65M), Dimensional Fund Advisors LP ($50.67M), Victory Capital Management Inc. ($36.03M), State Street Corp ($34.72M), Alliancebernstein L.P. ($32.44M), and Geode Capital Management LLC ($19.74M).Learn more on Heritage Financial's institutional investors.

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

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

Which institutional investors have been buying Heritage Financial's stock?

Of the 125 institutional investors that purchased Heritage Financial's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Jennison Associates LLC ($2.72M), Victory Capital Management Inc. ($1.48M), AQR Capital Management LLC ($270.35K), Dimensional Fund Advisors LP ($205.79K), Invesco Ltd. ($195.54K), Hsbc Holdings PLC ($170.47K), and Russell Investments Group Ltd. ($160.19K).

How much institutional buying is happening at Heritage Financial?

Institutional investors have bought a total of 5,797,822 shares in the last 24 months. This purchase volume represents approximately $138.64M in transactions.

Which of Heritage Financial's major shareholders have been selling company stock?

Of the 71 institutional investors that sold Heritage Financial's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Charles Schwab Investment Management Inc. ($945.44K), Goldman Sachs Group Inc. ($421.66K), Alliancebernstein L.P. ($367.04K), Bank of New York Mellon Corp ($328.30K), US Bancorp DE ($192.09K), Ameriprise Financial Inc. ($174.68K), and American Century Companies Inc. ($152.57K).

How much institutional selling is happening at Heritage Financial?

Institutional investors have sold a total of 4,083,134 shares in the last 24 months. This volume of shares sold represents approximately $98.83M in transactions.


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This page (NASDAQ:HFWA) was last updated on 10/6/2025 by MarketBeat.com Staff
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