Free Trial
→ Your Bank Account Is No Longer Safe (From Priority Gold) (Ad) Buy HFWA Stock  Free HFWA Stock Alerts

Heritage Financial (HFWA) Institutional Ownership

Heritage Financial logo
$22.67 -0.73 (-3.12%)
As of 09:59 AM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Heritage Financial (NASDAQ:HFWA)

Current
Institutional Ownership
Percentage
78.30%
Number of
Institutional Buyers
(last 12 months)
86
Total
Institutional Inflows
(last 12 months)
$131.61M
Number of
Institutional Sellers
(last 12 months)
65
Total
Institutional Outflows
(last 12 months)
$83.23M
Get HFWA Insider Trade Alerts

Want to know when executives and insiders are buying or selling Heritage Financial stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

HFWA Institutional Buying and Selling by Quarter

Heritage Financial Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/14/2025 Keeley 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%
Your Bank Account Is No Longer Safe (Ad)

What If Washington Declared That: YOUR Money ISN'T Actually Yours? Sounds insane, but that's exactly what the Department of Justice just admitted in court—claiming cash isn't legally your property. What does that mean? It means Washington thinks they can seize, freeze, or drain your accounts—whenever they want.

Get your free guide now by clicking here >>
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%
4/21/2025 Kiley Juergens Wealth Management LLC234,065$5.70M1.5%-0.8%0.689%
4/21/2025 State of Alaska Department of Revenue18,835$458K0.0%-3.0%0.055%
4/17/2025 Brighton Jones LLC11,864$289K0.0%+5.0%0.035%
4/15/2025 Assenagon Asset Management S.A.21,083$513K0.0%-79.9%0.062%
4/15/2025 GAMMA Investing LLC2,972$72K0.0%+45.3%0.009%
4/8/2025 Rhumbline Advisers97,786$2.38M0.0%-6.4%0.288%
4/7/2025 GAMMA Investing LLC72,309$17.59M0.0%+3,435.9%0.213%
3/18/2025 California State Teachers Retirement System32,194$789K0.0%-1.8%0.095%
2/20/2025 Mackenzie Financial Corp22,326$547K0.0%N/A0.065%
2/19/2025 Public Employees Retirement System of Ohio3,989$98K0.0%+475.6%0.012%
2/17/2025 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC72,713$1.78M0.0%+41.6%0.213%
2/17/2025 Two Sigma Advisers LP141,146$3.46M0.0%-4.5%0.413%
2/17/2025 Two Sigma Investments LP127,093$3.11M0.0%-15.7%0.372%
2/17/2025 Rafferty Asset Management LLC29,396$720K0.0%-26.0%0.086%
2/17/2025 Point72 Asia Singapore Pte. Ltd.3,553$87K0.0%+519.0%0.010%
2/17/2025 Point72 Asset Management L.P.7,900$194K0.0%+81.6%0.023%
2/17/2025 ProShare Advisors LLC304,469$7.46M0.0%-7.1%0.892%
2/17/2025 Occudo Quantitative Strategies LP11,637$285K0.1%-7.1%0.034%
2/17/2025 Millennium Management LLC34,619$848K0.0%-24.7%0.101%
2/17/2025 Deutsche Bank AG29,871$732K0.0%+60.1%0.087%
2/17/2025 Deprince Race & Zollo Inc.153,259$3.76M0.1%N/A0.449%
2/17/2025 Cubist Systematic Strategies LLC23,129$567K0.0%+96.9%0.068%
2/17/2025 Bridgeway Capital Management LLC241,351$5.91M0.1%+2.4%0.707%
2/17/2025 Bank of America Corp DE147,887$3.62M0.0%+45.5%0.433%
2/17/2025 BNP Paribas Financial Markets33,825$829K0.0%-2.4%0.099%
2/17/2025 Ameriprise Financial Inc.381,247$9.34M0.0%-31.4%1.116%
2/14/2025 Jane Street Group LLC20,003$490K0.0%-69.3%0.059%
2/14/2025 Comerica Bank16,549$405K0.0%-2.9%0.048%
2/14/2025 AQR Capital Management LLC269,759$6.61M0.0%-2.2%0.790%
2/14/2025 Northern Trust Corp433,678$10.63M0.0%+1.5%1.270%
2/14/2025 The Manufacturers Life Insurance Company329,605$8.08M0.0%-1.7%0.965%
2/14/2025 Tudor Investment Corp ET AL61,356$1.50M0.0%N/A0.180%
2/14/2025 Lord Abbett & CO. LLC317,381$7.78M0.0%-0.9%0.929%
2/14/2025 Voya Investment Management LLC28,345$694K0.0%+27.9%0.083%
2/14/2025 Price T Rowe Associates Inc. MD29,901$733K0.0%+6.8%0.088%
2/14/2025 Stifel Financial Corp8,367$205K0.0%N/A0.025%
2/14/2025 State of Tennessee Department of Treasury16,212$397K0.0%+79.4%0.047%
2/14/2025 Tower Research Capital LLC TRC1,459$36K0.0%-74.1%0.004%
2/14/2025 MetLife Investment Management LLC20,710$507K0.0%+10.2%0.061%
2/14/2025 Dimensional Fund Advisors LP2,068,354$50.67M0.0%+1.6%6.057%
Your Bank Account Is No Longer Safe (Ad)

What If Washington Declared That: YOUR Money ISN'T Actually Yours? Sounds insane, but that's exactly what the Department of Justice just admitted in court—claiming cash isn't legally your property. What does that mean? It means Washington thinks they can seize, freeze, or drain your accounts—whenever they want.

Get your free guide now by clicking here >>
2/14/2025 First Trust Advisors LP25,156$616K0.0%+20.5%0.074%
2/13/2025 CANADA LIFE ASSURANCE Co34,250$838K0.0%-8.8%0.100%
2/13/2025 Marshall Wace LLP57,646$1.41M0.0%N/A0.169%
2/13/2025 Keeley Teton Advisors LLC14,519$356K0.0%-13.7%0.043%
2/13/2025 Barclays PLC70,900$1.74M0.0%-3.3%0.208%
2/13/2025 Sterling Capital Management LLC1,064$26K0.0%+794.1%0.003%
2/13/2025 Martingale Asset Management L P29,000$710K0.0%N/A0.085%
2/13/2025 Renaissance Technologies LLC245,730$6.02M0.0%-17.0%0.720%
2/13/2025 Legal & General Group Plc93,023$2.28M0.0%-2.8%0.272%
2/13/2025 Invesco Ltd.369,429$9.05M0.0%+112.5%1.082%
(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, 154 institutional investors and hedge funds held shares of Heritage Financial. The most heavily invested institutionals were Jennison Associates LLC ($66.96M), 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. ($33.64M), and Geode Capital Management LLC ($19.60M).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 120 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 ($2.49M), Victory Capital Management Inc. ($1.48M), AQR Capital Management LLC ($270.35K), Dimensional Fund Advisors LP ($205.79K), Invesco Ltd. ($195.54K), Trexquant Investment LP ($179.34K), and Hsbc Holdings PLC ($170.47K).

How much institutional buying is happening at Heritage Financial?

Institutional investors have bought a total of 8,773,498 shares in the last 24 months. This purchase volume represents approximately $190.15M in transactions.

Which Heritage Financial major shareholders have been selling company stock?

Of the 90 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: Charles Schwab Investment Management Inc. ($945.44K), Bank of New York Mellon Corp ($430.67K), Vanguard Group Inc. ($346.19K), Alliancebernstein L.P. ($345.25K), Goldman Sachs Group Inc. ($301.28K), Victory Capital Management Inc. ($267.86K), and Assenagon Asset Management S.A. ($262.98K).

How much institutional selling is happening at Heritage Financial?

Institutional investors have sold a total of 5,241,508 shares in the last 24 months. This volume of shares sold represents approximately $113.86M in transactions.


Related Companies

This page (NASDAQ:HFWA) was last updated on 6/13/2025 by MarketBeat.com Staff
From Our Partners
Your Bank Account Is No Longer Safe
What If Washington Declared That: YOUR Money ISN'T Actually Yours? Sounds insane, but that's exactly what ...
Priority Gold | Sponsored
Utah’s New Oil Find
The Real Reason 218,000 Acres Just Vanished The government just quietly leased 218,000 acres in the middle ...
Stansberry Research | Sponsored
Why July 22nd Could Mean Big Changes for Social Security
In a stunning move, President Trump has authorized an AI-led transformation of federal agencies, including Soc...
Altimetry | Sponsored
Trump’s treachery
Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to ...
Porter & Company | Sponsored
Elon’s NEXT Big IPO?
Cancel your internet TODAY!? Take your latest internet bill and light it on fire… then count the seconds it...
Banyan Hill Publishing | Sponsored
Banks aren’t ready for this altcoin—are you?
Donald Trump just fast-tracked TWO major crypto bills with an August deadline! Your window of opportunity i...
Crypto 101 Media | Sponsored
July 2025 Rule Change to Impact Retirement Investors
There's a massive change from a new rule going into effect this July. And it's one the Big Banks are alread...
Premier Gold Co | Sponsored
Gold is soaring. Here’s how to get paid from it
Gold just broke through $3,300… And while the headlines shout about price targets, something even more powe...
Investors Alley | Sponsored