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Heritage Financial (HFWA) Institutional Ownership

Heritage Financial logo
$24.53 -0.08 (-0.33%)
Closing price 08/28/2025 04:00 PM Eastern
Extended Trading
$24.53 0.00 (0.00%)
As of 08/28/2025 06:26 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
92
Total
Institutional Inflows
(last 12 months)
$138.93M
Number of
Institutional Sellers
(last 12 months)
70
Total
Institutional Outflows
(last 12 months)
$98.76M
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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
8/16/2025 Public Sector Pension Investment Board116,282$2.77M0.0%+7.8%0.343%
8/15/2025 CANADA LIFE ASSURANCE Co32,191$767K0.0%-6.1%0.095%
8/15/2025 Tower Research Capital LLC TRC 2,875$69K0.0%+99.1%0.008%
8/15/2025 State of Tennessee Department of Treasury8,660$206K0.0%-70.0%0.026%
8/15/2025 Rafferty Asset Management LLC38,104$908K0.0%+33.6%0.112%
8/15/2025 Lazard Asset Management LLC33,129$789K0.0%+8.7%0.098%
8/15/2025 BNP Paribas Financial Markets3,896$93K0.0%-74.0%0.011%
8/15/2025 Bridgeway Capital Management LLC250,129$5.96M0.1%+1.6%0.737%
8/15/2025 Brevan Howard Capital Management LP8,505$203K0.0%-46.2%0.025%
8/15/2025 Bank of America Corp DE180,581$4.31M0.0%+16.6%0.532%
8/15/2025 Ameriprise Financial Inc.393,619$9.38M0.0%+1.7%1.159%
8/14/2025 Jane Street Group LLC58,141$1.39M0.0%-45.9%0.171%
8/14/2025 Raymond James Financial Inc.50,895$1.21M0.0%+14.8%0.150%
8/14/2025 Quantinno Capital Management LP18,481$441K0.0%N/A0.054%
8/14/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.18,694$446K0.0%-6.8%0.055%
8/14/2025 Alliancebernstein L.P.1,360,681$32.44M0.0%-1.6%4.008%
8/14/2025 The Manufacturers Life Insurance Company 320,602$7.64M0.0%-2.0%0.944%
8/14/2025 Sei Investments Co.13,758$328K0.0%-71.3%0.041%
8/14/2025 Federated Hermes Inc.57,442$1.37M0.0%+14.3%0.169%
8/13/2025 Gabelli Funds LLC18,729$446K0.0%N/A0.055%
8/13/2025 First Trust Advisors LP39,535$943K0.0%+70.9%0.116%
8/13/2025 EverSource Wealth Advisors LLC1,958$47K0.0%+27,871.4%0.006%
8/13/2025 Invesco Ltd.275,223$6.56M0.0%-16.3%0.811%
8/13/2025 Arrowstreet Capital Limited Partnership504,509$12.03M0.0%+13.4%1.486%
8/13/2025 Panagora Asset Management Inc.84,478$2.01M0.0%-45.7%0.249%
8/13/2025 Martin & Co. Inc. TN131,248$3.13M0.6%-1.1%0.387%
8/13/2025 Russell Investments Group Ltd.97,861$2.33M0.0%-43.8%0.288%
8/12/2025 Prudential Financial Inc.35,315$842K0.0%+5.6%0.104%
8/12/2025 American Century Companies Inc.140,324$3.35M0.0%-34.3%0.411%
8/12/2025 Rhumbline Advisers101,404$2.42M0.0%+3.7%0.297%
8/12/2025 Legal & General Group Plc94,931$2.26M0.0%+5.7%0.278%
8/12/2025 JPMorgan Chase & Co.35,262$841K0.0%-75.0%0.103%
8/12/2025 Swiss National Bank64,868$1.55M0.0%-2.0%0.190%
8/12/2025 Dynamic Technology Lab Private Ltd31,460$750K0.1%N/A0.092%
8/11/2025 Universal Beteiligungs und Servicegesellschaft mbH27,318$651K0.0%+50.2%0.080%
8/8/2025 Intech Investment Management LLC34,931$833K0.0%-22.4%0.102%
8/8/2025 Commonwealth of Pennsylvania Public School Empls Retrmt SYS8,756$209K0.0%N/A0.026%
8/8/2025 Geode Capital Management LLC828,029$19.74M0.0%+0.4%2.428%
8/7/2025 ProShare Advisors LLC266,360$6.35M0.0%-12.4%0.781%
8/7/2025 Campbell & CO Investment Adviser LLC21,154$504K0.0%N/A0.062%
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8/5/2025 Bank of New York Mellon Corp349,778$8.34M0.0%-1.2%1.025%
8/5/2025 Versor Investments LP34,200$815K0.1%-10.0%0.100%
8/4/2025 Keybank National Association OH62,924$1.50M0.0%+7.2%0.184%
8/1/2025 Jennison Associates LLC2,977,315$70.98M0.0%+8.2%8.730%
7/16/2025 Kiley Juergens Wealth Management LLC232,857$5.55M1.3%-0.5%0.683%
7/16/2025 State 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%
7/11/2025 Marshall & Sullivan Inc. WA6,144$146K0.1%N/A0.018%
6/27/2025 Goldman Sachs Group Inc.161,214$3.92M0.0%-56.7%0.473%
6/18/2025 Voya Investment Management LLC38,048$926K0.0%+34.2%0.112%
5/29/2025 Rhumbline Advisers97,786$2.38M0.0%-6.4%0.287%
5/28/2025 Strs Ohio25,200$613K0.0%N/A0.074%
5/19/2025 Jane Street Group LLC107,482$2.62M0.0%+437.3%0.315%
5/19/2025 UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC78,130$1.90M0.0%+7.4%0.229%
5/16/2025 Empowered Funds LLC123,798$3.01M0.0%+4.2%0.363%
5/16/2025 Great Lakes Advisors LLC189,044$4.60M0.0%-14.2%0.554%
5/16/2025 Goldman Sachs Group Inc.161,214$3.92M0.0%-56.7%0.473%
5/16/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.20,060$488K0.0%+4.6%0.059%
5/16/2025 Bridgeway Capital Management LLC246,298$5.99M0.2%+2.0%0.722%
5/16/2025 Alliancebernstein L.P.1,382,473$33.64M0.0%-7.6%4.053%
5/16/2025 AQR Capital Management LLC238,210$5.80M0.0%-11.7%0.698%
5/16/2025 Amundi13,669$308K0.0%-19.2%0.040%
5/15/2025 Royal Bank of Canada88,143$2.14M0.0%-5.1%0.258%
5/15/2025 Baird Financial Group Inc.49,816$1.21M0.0%+13.1%0.146%
5/15/2025 Panagora Asset Management Inc.155,661$3.79M0.0%+15.1%0.456%
5/15/2025 Trexquant Investment LP116,930$2.85M0.0%+73.1%0.343%
5/14/2025 Ieq Capital LLC12,115$295K0.0%+8.3%0.036%
5/14/2025Keeley Teton Advisors LLC19,802$482K0.1%+36.4%0.058%
5/14/2025 Rafferty Asset Management LLC28,517$694K0.0%-3.0%0.084%
5/14/2025 Comerica Bank16,064$391K0.0%-2.9%0.047%
5/14/2025 Penn Capital Management Company LLC25,948$631K0.1%N/A0.076%
5/14/2025 Hotchkis & Wiley Capital Management LLC291,900$7.10M0.0%-9.7%0.856%
5/14/2025 Martingale Asset Management L P21,200$516K0.0%-26.9%0.062%
5/13/2025 Northern Trust Corp412,199$10.03M0.0%-5.0%1.209%
5/13/2025 Versor Investments LP38,000$925K0.2%N/A0.111%
5/13/2025 American Century Companies Inc.213,628$5.20M0.0%-23.2%0.626%
5/13/2025 Lord Abbett & CO. LLC316,149$7.69M0.0%-0.4%0.927%
5/13/2025 Russell Investments Group Ltd.174,151$4.24M0.0%+21.0%0.511%
5/12/2025 Public Sector Pension Investment Board107,826$2.62M0.0%+26.7%0.316%
5/12/2025 Nuveen LLC102,381$2.49M0.0%N/A0.300%
5/12/2025 Invesco Ltd.328,781$8.00M0.0%-11.0%0.964%
5/12/2025 Zions Bancorporation National Association UT6,847$167K0.0%N/A0.020%
5/12/2025 Swiss National Bank66,168$1.61M0.0%-2.2%0.194%
5/12/2025 Maryland State Retirement & Pension System9,919$241K0.0%-14.9%0.029%
5/9/2025 Deutsche Bank AG26,907$655K0.0%-9.9%0.079%
5/9/2025 Charles Schwab Investment Management Inc.323,754$7.88M0.0%-74.1%0.952%
5/9/2025 Vanguard Group Inc.2,410,536$58.65M0.0%-1.1%7.092%
5/8/2025 Federated Hermes Inc.50,243$1.22M0.0%+5.7%0.148%
5/6/2025 Royce & Associates LP166,120$4.04M0.0%-26.2%0.489%
5/6/2025 Universal Beteiligungs und Servicegesellschaft mbH18,192$443K0.0%N/A0.054%
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See his full breakdown of the seven stocks to own now
5/6/2025 Y Intercept Hong Kong Ltd34,684$844K0.1%N/A0.102%
5/5/2025 Jackson Creek Investment Advisors LLC61,861$1.51M0.5%N/A0.182%
5/5/2025 Jennison Associates LLC2,752,114$66.96M0.0%+24.7%8.097%
5/2/2025 Victory Capital Management Inc.1,480,997$36.03M0.0%+15,727.7%4.357%
5/1/2025 CWM LLC4,042$98K0.0%+14.8%0.012%
5/1/2025 Louisiana State Employees Retirement System16,000$389K0.0%-3.0%0.047%
4/29/2025 Bank of New York Mellon Corp354,123$8.62M0.0%-3.5%1.042%
4/28/2025 Principal Financial Group Inc.193,820$4.72M0.0%+2.2%0.570%
4/28/2025 Keybank National Association OH58,674$1.43M0.0%+17.7%0.173%
4/24/2025 Diversified Trust Co8,795$214K0.0%N/A0.026%
(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, 157 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 126 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 5,811,461 shares in the last 24 months. This purchase volume represents approximately $138.93M in transactions.

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

Of the 70 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 4,080,527 shares in the last 24 months. This volume of shares sold represents approximately $98.76M in transactions.


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This page (NASDAQ:HFWA) was last updated on 8/29/2025 by MarketBeat.com Staff
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