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Heritage Financial (HFWA) Institutional Ownership

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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)
98
Total
Institutional Inflows
(last 12 months)
$103.60M
Number of
Institutional Sellers
(last 12 months)
77
Total
Institutional Outflows
(last 12 months)
$64.51M
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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
4/17/2024Hennion & Walsh Asset Management Inc.11,123$216K0.0%N/A0.032%
3/22/2024PNC Financial Services Group Inc.3,394$73K0.0%+72.6%0.010%
3/11/2024Vanguard Group Inc.2,675,478$57.23M0.0%+4.5%7.664%
3/5/2024Wellington Management Group LLP74,900$1.60M0.0%N/A0.215%
3/1/2024Goldman Sachs Group Inc.932,177$19.94M0.0%-8.8%2.670%
2/16/2024Price T Rowe Associates Inc. MD28,313$606K0.0%+30.5%0.081%
2/16/2024DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main23,787$509K0.0%N/A0.068%
2/16/2024GSA Capital Partners LLP47,228$1.01M0.1%+78.4%0.135%
2/15/2024Legal & General Group Plc97,176$2.08M0.0%-1.3%0.278%
2/15/2024Barclays PLC77,800$1.66M0.0%+31.3%0.223%
2/15/2024Vanguard Group Inc.2,675,478$57.23M0.0%+4.5%7.666%
2/15/2024Nuveen Asset Management LLC107,858$2.31M0.0%-64.7%0.309%
2/15/2024Oberweis Asset Management Inc.140,400$3.00M0.3%+3.2%0.402%
2/15/2024Occudo Quantitative Strategies LP16,290$348K0.0%-16.6%0.047%
2/15/2024Price T Rowe Associates Inc. MD28,313$606K0.0%+30.5%0.081%
2/15/2024Public Sector Pension Investment Board72,433$1.55M0.0%+67.2%0.208%
2/15/2024Penn Capital Management Company LLC31,337$670K0.1%N/A0.090%
2/15/2024Forest Hill Capital LLC211,590$4.53M2.4%-16.9%0.606%
2/15/2024Bridgeway Capital Management LLC214,601$4.59M0.1%+4.0%0.615%
2/15/2024Baird Financial Group Inc.47,052$1.01M0.0%-2.7%0.135%
2/14/2024Royal Bank of Canada116,204$2.49M0.0%+6.1%0.333%
2/14/2024Cubist Systematic Strategies LLC66,138$1.42M0.0%-69.9%0.190%
2/14/2024Hotchkis & Wiley Capital Management LLC151,750$3.25M0.0%-7.7%0.435%
2/14/2024State of Tennessee Treasury Department19,691$421K0.0%+65.1%0.056%
2/14/2024Sei Investments Co.65,195$1.40M0.0%+19.0%0.187%
2/14/2024Schroder Investment Management Group219,264$4.69M0.0%-59.1%0.628%
2/13/2024Northern Trust Corp464,993$9.95M0.0%+0.3%1.332%
2/13/2024Tower Research Capital LLC TRC2,892$62K0.0%-77.7%0.008%
2/13/2024First Trust Advisors LP24,277$519K0.0%-6.8%0.070%
2/13/2024Goldman Sachs Group Inc.932,177$19.94M0.0%-8.8%2.671%
2/13/2024Rafferty Asset Management LLC41,139$880K0.0%+29.2%0.118%
2/13/2024The Manufacturers Life Insurance Company 351,847$7.53M0.0%+15.4%1.008%
2/13/2024KBC Group NV1,884$40K0.0%-36.1%0.005%
2/13/2024California State Teachers Retirement System36,922$790K0.0%-4.5%0.106%
2/12/2024Pacific Ridge Capital Partners LLC60,628$1.30M0.3%+27.7%0.174%
2/12/2024Stifel Financial Corp111,692$2.39M0.0%-0.6%0.320%
2/12/2024Hsbc Holdings PLC182,650$3.93M0.0%+899.6%0.523%
2/9/2024Aigen Investment Management LP10,003$214K0.0%-20.8%0.029%
2/9/2024Quest Partners LLC21,399$458K0.1%N/A0.061%
2/9/2024Trexquant Investment LP50,191$1.07M0.0%+85.8%0.144%
A.I. Pioneer Issues Urgent Warning to Americans (Ad)

According to one early A.I. pioneer: “You can either use this as an unfair advantage to grow your wealth, or you can let it ravage your retirement savings. There’s no middle option.”

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2/9/2024UBS Group AG52,517$1.12M0.0%+135.1%0.150%
2/9/2024PNC Financial Services Group Inc.3,394$73K0.0%+72.6%0.010%
2/8/2024Great Lakes Advisors LLC211,628$4.53M0.0%+16.5%0.606%
2/8/2024Panagora Asset Management Inc.133,523$2.86M0.0%+72.3%0.383%
2/8/2024Heartland Advisors Inc.446,000$9.54M0.5%-1.3%1.278%
2/7/2024Boston Partners65,932$1.41M0.0%-5.0%0.189%
2/7/2024Principal Financial Group Inc.181,890$3.89M0.0%-4.0%0.521%
2/7/2024Dimensional Fund Advisors LP1,733,722$37.09M0.0%+5.6%4.968%
2/7/2024BNP Paribas Financial Markets44,528$952K0.0%+62.1%0.128%
2/7/2024Teacher Retirement System of Texas10,481$224K0.0%-47.6%0.030%
2/6/2024Charles Schwab Investment Management Inc.1,008,656$21.58M0.0%+2.6%2.890%
2/6/2024Amalgamated Bank13,216$283K0.0%-6.0%0.038%
2/6/2024Swiss National Bank69,068$1.48M0.0%-10.5%0.198%
2/6/2024McIlrath & Eck LLC1,698$36K0.0%-40.2%0.005%
2/5/2024Russell Investments Group Ltd.28,970$620K0.0%+153.4%0.083%
2/1/2024Yousif Capital Management LLC17,259$369K0.0%-7.7%0.049%
2/1/2024New York State Common Retirement Fund17,205$368K0.0%+53.8%0.049%
2/1/2024Illinois Municipal Retirement Fund19,881$425K0.0%-5.8%0.057%
1/31/2024Federated Hermes Inc.50,507$1.08M0.0%-22.5%0.145%
1/30/2024Kiley Juergens Wealth Management LLC237,855$5.09M1.7%-0.8%0.682%
1/30/2024Strs Ohio30,500$652K0.0%-16.4%0.087%
1/29/2024Louisiana State Employees Retirement System17,500$374K0.0%N/A0.050%
1/25/2024Allspring Global Investments Holdings LLC132,804$2.84M0.0%-20.7%0.381%
1/24/2024Mirae Asset Global Investments Co. Ltd.19,644$420K0.0%+5.1%0.056%
1/24/2024DekaBank Deutsche Girozentrale3,763$81K0.0%N/A0.011%
1/24/2024Arizona State Retirement System9,798$210K0.0%N/A0.028%
1/17/2024Assenagon Asset Management S.A.193,846$4.15M0.0%+35.4%0.555%
1/11/2024Ziegler Capital Management LLC35,566$761K0.0%+9.1%0.102%
12/18/2023Vanguard Group Inc.2,560,289$41.76M0.0%-3.2%7.336%
12/6/2023Citigroup Inc.27,141$443K0.0%-56.7%0.078%
11/30/2023American Century Companies Inc.64,471$1.05M0.0%+185.5%0.185%
11/24/2023Deutsche Bank AG18,867$308K0.0%-42.9%0.054%
11/22/2023Public Sector Pension Investment Board43,318$707K0.0%-30.4%0.124%
11/21/2023Comerica Bank20,812$339K0.0%N/A0.060%
11/15/2023The Manufacturers Life Insurance Company 304,905$4.97M0.0%+7.3%0.874%
11/15/2023GSA Capital Partners LLP26,479$432K0.0%-55.5%0.076%
11/15/2023Schroder Investment Management Group535,820$8.74M0.0%+34.7%1.535%
11/15/2023Sei Investments Co.54,787$894K0.0%+7.5%0.157%
11/15/2023Legal & General Group Plc98,412$1.61M0.0%+5.1%0.282%
11/15/2023EJF Capital LLC42,051$686K0.3%-15.1%0.120%
11/15/2023Ameriprise Financial Inc.524,638$8.56M0.0%+1.4%1.503%
11/15/2023AQR Capital Management LLC287,402$4.69M0.0%+1,585.8%0.824%
11/14/2023California State Teachers Retirement System38,664$631K0.0%-6.2%0.111%
11/14/2023Tower Research Capital LLC TRC 12,961$211K0.0%+1,357.9%0.037%
11/14/2023Qube Research & Technologies Ltd66,725$1.09M0.0%-52.4%0.191%
11/14/2023Trexquant Investment LP27,018$441K0.0%-71.2%0.077%
11/13/2023Connor Clark & Lunn Investment Management Ltd.38,311$625K0.0%N/A0.110%
11/13/2023Northern Trust Corp463,802$7.57M0.0%-2.0%1.329%
11/13/2023Federated Hermes Inc.65,144$1.06M0.0%-49.9%0.187%
11/13/2023Stifel Financial Corp112,374$1.83M0.0%-0.7%0.322%
A.I. Pioneer Issues Urgent Warning to Americans (Ad)

According to one early A.I. pioneer: “You can either use this as an unfair advantage to grow your wealth, or you can let it ravage your retirement savings. There’s no middle option.”

Click here to learn more while there’s still time.
11/13/2023Hsbc Holdings PLC18,273$299K0.0%+50.1%0.052%
11/13/2023Aigen Investment Management LP12,637$206K0.0%N/A0.036%
11/13/2023Invesco Ltd.115,788$1.89M0.0%-67.1%0.332%
11/13/2023Rafferty Asset Management LLC31,840$519K0.0%-40.3%0.091%
11/13/2023Pacific Ridge Capital Partners LLC47,463$774K0.2%+35.2%0.136%
11/13/2023Lord Abbett & CO. LLC269,292$4.39M0.0%+6.7%0.772%
11/9/2023Rhumbline Advisers109,817$1.79M0.0%-1.1%0.313%
11/9/2023Deutsche Bank AG18,867$308K0.0%-42.9%0.054%
11/9/2023Citigroup Inc.27,141$443K0.0%-56.7%0.077%
11/9/2023Commonwealth of Pennsylvania Public School Empls Retrmt SYS23,431$382K0.0%-40.9%0.067%
(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, 181 institutional investors and hedge funds held shares of Heritage Financial. The most heavily invested institutionals were BlackRock Inc. ($82.68M), Vanguard Group Inc. ($57.23M), Dimensional Fund Advisors LP ($37.09M), Alliancebernstein L.P. ($31.02M), State Street Corp ($26.47M), Charles Schwab Investment Management Inc. ($21.58M), and Goldman Sachs Group Inc. ($19.94M).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 160 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: Wellington Management Group LLP ($937.82K), Dimensional Fund Advisors LP ($434.05K), Goldman Sachs Group Inc. ($397.66K), Assenagon Asset Management S.A. ($389.22K), State Street Corp ($376.26K), Vanguard Group Inc. ($344.51K), and Millennium Management LLC ($334.34K).

How much institutional buying is happening at Heritage Financial?

Institutional investors have bought a total of 10,951,118 shares in the last 24 months. This purchase volume represents approximately $249.81M in transactions.

Which Heritage Financial major shareholders have been selling company stock?

Of the 108 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. ($2.36M), Goldman Sachs Group Inc. ($526.19K), Schroder Investment Management Group ($392.74K), Dimensional Fund Advisors LP ($251.38K), JPMorgan Chase & Co. ($247.33K), Invesco Ltd. ($236.62K), and Nuveen Asset Management LLC ($201.07K).

How much institutional selling is happening at Heritage Financial?

Institutional investors have sold a total of 7,181,710 shares in the last 24 months. This volume of shares sold represents approximately $169.36M in transactions.


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This page (NASDAQ:HFWA) was last updated on 4/18/2024 by MarketBeat.com Staff

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