Heritage Financial (HFWA) Institutional Ownership

$23.12

+0.14 (+0.61%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 78.30%
Number of Institutional Buyers (last 12 months): 53
Total Institutional Inflows (last 12 months): $57.28M

Number of Institutional Sellers (last 12 months): 48
Total Institutional Outflows (last 12 months): $33.00M

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HFWA Institutional Buying and Selling by Quarter

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Heritage Financial Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Bank of New York Mellon Corp	896,309	$16.16M	0.0%	-10.6%	2.584%
7/20/2024	Hennion & Walsh Asset Management Inc.	17,930	$323K	0.0%	+61.2%	0.052%
7/18/2024	Assenagon Asset Management S.A.	169,827	$3.06M	0.0%	-17.5%	0.490%
7/2/2024	GAMMA Investing LLC	1,374	$25K	0.0%	+133.7%	0.004%
5/28/2024	Boston Partners	112,443	$2.18M	0.0%	+70.5%	0.324%
5/17/2024	Comerica Bank	19,252	$373K	0.0%	-7.1%	0.055%
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5/16/2024	California State Teachers Retirement System	34,882	$676K	0.0%	-5.5%	0.101%
5/16/2024	EJF Capital LLC	29,805	$578K	0.4%	-9.9%	0.086%
5/15/2024	Price T Rowe Associates Inc. MD	29,784	$578K	0.0%	+5.2%	0.086%
5/14/2024	CANADA LIFE ASSURANCE Co	32,445	$627K	0.0%	-10.6%	0.094%
5/10/2024	Vanguard Group Inc.	2,486,777	$48.22M	0.0%	-7.1%	7.177%
5/9/2024	Pacific Ridge Capital Partners LLC	56,722	$1.10M	0.2%	-6.4%	0.164%
5/9/2024	State Board of Administration of Florida Retirement System	15,919	$341K	0.0%	+60.7%	0.046%
5/8/2024	US Bancorp DE	206,776	$4.01M	0.0%	+212.4%	0.597%
5/8/2024	Russell Investments Group Ltd.	21,095	$409K	0.0%	-27.2%	0.061%
5/7/2024	Sei Investments Co.	62,267	$1.21M	0.0%	-4.5%	0.180%
5/7/2024	Heartland Advisors Inc.	400,000	$7.76M	0.4%	-10.3%	1.154%
5/7/2024	Empowered Funds LLC	99,626	$1.93M	0.0%	+8.2%	0.288%
5/2/2024	Jennison Associates LLC	753,570	$14.61M	0.0%	N/A	2.175%
5/1/2024	BNP Paribas Financial Markets	40,257	$781K	0.0%	-9.6%	0.116%
5/1/2024	Mirae Asset Global Investments Co. Ltd.	27,308	$569K	0.0%	+39.0%	0.079%
4/29/2024	Principal Financial Group Inc.	200,324	$3.88M	0.0%	+10.1%	0.578%
4/26/2024	Yousif Capital Management LLC	15,794	$306K	0.0%	-8.5%	0.046%
4/24/2024	Assenagon Asset Management S.A.	205,854	$3.99M	0.0%	+6.2%	0.594%
4/19/2024	Kiley Juergens Wealth Management LLC	239,596	$4.65M	1.4%	+0.7%	0.691%
4/18/2024	Allspring Global Investments Holdings LLC	128,587	$2.49M	0.0%	-3.2%	0.371%
4/17/2024	Hennion & Walsh Asset Management Inc.	11,123	$216K	0.0%	N/A	0.032%
3/22/2024	PNC Financial Services Group Inc.	3,394	$73K	0.0%	+72.6%	0.010%
3/5/2024	Wellington Management Group LLP	74,900	$1.60M	0.0%	N/A	0.215%
3/1/2024	Goldman Sachs Group Inc.	932,177	$19.94M	0.0%	-8.8%	2.670%
2/15/2024	Penn Capital Management Company LLC	31,337	$670K	0.1%	N/A	0.090%
2/15/2024	Forest Hill Capital LLC	211,590	$4.53M	2.4%	-16.9%	0.606%
2/13/2024	Tower Research Capital LLC TRC	2,892	$62K	0.0%	-77.7%	0.008%
2/12/2024	Pacific Ridge Capital Partners LLC	60,628	$1.30M	0.3%	+27.7%	0.174%
2/12/2024	Hsbc Holdings PLC	182,650	$3.93M	0.0%	+899.6%	0.523%
2/9/2024	Aigen Investment Management LP	10,003	$214K	0.0%	-20.8%	0.029%
2/9/2024	Quest Partners LLC	21,399	$458K	0.1%	N/A	0.061%
2/9/2024	Trexquant Investment LP	50,191	$1.07M	0.0%	+85.8%	0.144%
2/8/2024	Great Lakes Advisors LLC	211,628	$4.53M	0.0%	+16.5%	0.606%
2/8/2024	Panagora Asset Management Inc.	133,523	$2.86M	0.0%	+72.3%	0.383%
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2/8/2024	Heartland Advisors Inc.	446,000	$9.54M	0.5%	-1.3%	1.278%
2/7/2024	Boston Partners	65,932	$1.41M	0.0%	-5.0%	0.189%
2/7/2024	Principal Financial Group Inc.	181,890	$3.89M	0.0%	-4.0%	0.521%
2/7/2024	Dimensional Fund Advisors LP	1,733,722	$37.09M	0.0%	+5.6%	4.968%
2/7/2024	BNP Paribas Financial Markets	44,528	$952K	0.0%	+62.1%	0.128%
2/7/2024	Teacher Retirement System of Texas	10,481	$224K	0.0%	-47.6%	0.030%
2/6/2024	Charles Schwab Investment Management Inc.	1,008,656	$21.58M	0.0%	+2.6%	2.890%
2/6/2024	Amalgamated Bank	13,216	$283K	0.0%	-6.0%	0.038%
2/6/2024	Swiss National Bank	69,068	$1.48M	0.0%	-10.5%	0.198%
2/6/2024	McIlrath & Eck LLC	1,698	$36K	0.0%	-40.2%	0.005%
2/5/2024	Russell Investments Group Ltd.	28,970	$620K	0.0%	+153.4%	0.083%
2/1/2024	Yousif Capital Management LLC	17,259	$369K	0.0%	-7.7%	0.049%
2/1/2024	New York State Common Retirement Fund	17,205	$368K	0.0%	+53.8%	0.049%
2/1/2024	Illinois Municipal Retirement Fund	19,881	$425K	0.0%	-5.8%	0.057%
1/31/2024	Federated Hermes Inc.	50,507	$1.08M	0.0%	-22.5%	0.145%
1/30/2024	Kiley Juergens Wealth Management LLC	237,855	$5.09M	1.7%	-0.8%	0.682%
1/30/2024	Strs Ohio	30,500	$652K	0.0%	-16.4%	0.087%
1/29/2024	Louisiana State Employees Retirement System	17,500	$374K	0.0%	N/A	0.050%
1/25/2024	Allspring Global Investments Holdings LLC	132,804	$2.84M	0.0%	-20.7%	0.381%
1/24/2024	Mirae Asset Global Investments Co. Ltd.	19,644	$420K	0.0%	+5.1%	0.056%
1/24/2024	DekaBank Deutsche Girozentrale	3,763	$81K	0.0%	N/A	0.011%
1/24/2024	Arizona State Retirement System	9,798	$210K	0.0%	N/A	0.028%
1/17/2024	Assenagon Asset Management S.A.	193,846	$4.15M	0.0%	+35.4%	0.555%
1/11/2024	Ziegler Capital Management LLC	35,566	$761K	0.0%	+9.1%	0.102%
12/18/2023	Vanguard Group Inc.	2,560,289	$41.76M	0.0%	-3.2%	7.336%
12/6/2023	Citigroup Inc.	27,141	$443K	0.0%	-56.7%	0.078%
11/15/2023	Schroder Investment Management Group	535,820	$8.74M	0.0%	+34.7%	1.535%
11/15/2023	EJF Capital LLC	42,051	$686K	0.3%	-15.1%	0.120%
11/15/2023	AQR Capital Management LLC	287,402	$4.69M	0.0%	+1,585.8%	0.824%
11/14/2023	Trexquant Investment LP	27,018	$441K	0.0%	-71.2%	0.077%
11/13/2023	Connor Clark & Lunn Investment Management Ltd.	38,311	$625K	0.0%	N/A	0.110%
11/13/2023	Federated Hermes Inc.	65,144	$1.06M	0.0%	-49.9%	0.187%
11/13/2023	Stifel Financial Corp	112,374	$1.83M	0.0%	-0.7%	0.322%
11/13/2023	Hsbc Holdings PLC	18,273	$299K	0.0%	+50.1%	0.052%
11/13/2023	Aigen Investment Management LP	12,637	$206K	0.0%	N/A	0.036%
11/13/2023	Rafferty Asset Management LLC	31,840	$519K	0.0%	-40.3%	0.091%
11/13/2023	Pacific Ridge Capital Partners LLC	47,463	$774K	0.2%	+35.2%	0.136%
11/13/2023	Lord Abbett & CO. LLC	269,292	$4.39M	0.0%	+6.7%	0.772%
11/9/2023	Rhumbline Advisers	109,817	$1.79M	0.0%	-1.1%	0.313%
11/9/2023	Citigroup Inc.	27,141	$443K	0.0%	-56.7%	0.077%
11/9/2023	Commonwealth of Pennsylvania Public School Empls Retrmt SYS	23,431	$382K	0.0%	-40.9%	0.067%
11/9/2023	Texas Permanent School Fund Corp	29,510	$481K	0.0%	-4.4%	0.084%
11/8/2023	Charles Schwab Investment Management Inc.	982,685	$16.03M	0.0%	+4.8%	2.804%
11/8/2023	Sequoia Financial Advisors LLC	11,256	$184K	0.0%	N/A	0.032%
11/8/2023	Swiss National Bank	77,168	$1.26M	0.0%	+1.8%	0.220%
11/8/2023	Heartland Advisors Inc.	452,100	$7.37M	0.4%	+1.1%	1.290%
11/8/2023	Boston Partners	69,371	$1.13M	0.0%	-13.1%	0.198%
11/7/2023	Great Lakes Advisors LLC	181,603	$2.96M	0.0%	+28.9%	0.518%
11/7/2023	Quantbot Technologies LP	5,000	$82K	0.0%	-73.7%	0.014%
11/7/2023	Barclays PLC	59,258	$966K	0.0%	-14.4%	0.169%
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11/6/2023	Illinois Municipal Retirement Fund	21,111	$344K	0.0%	N/A	0.060%
11/6/2023	Assenagon Asset Management S.A.	143,158	$2.34M	0.0%	-35.3%	0.408%
11/2/2023	Principal Financial Group Inc.	189,566	$3.09M	0.0%	-5.1%	0.541%
10/31/2023	Teacher Retirement System of Texas	20,011	$326K	0.0%	-4.2%	0.057%
10/31/2023	Panagora Asset Management Inc.	77,487	$1.26M	0.0%	+118.9%	0.221%
10/30/2023	Yousif Capital Management LLC	18,689	$305K	0.0%	-5.8%	0.053%
10/27/2023	Allspring Global Investments Holdings LLC	167,418	$2.73M	0.0%	-34.3%	0.478%
10/26/2023	Mirae Asset Global Investments Co. Ltd.	18,697	$305K	0.0%	+6.2%	0.053%
10/24/2023	Bank of New York Mellon Corp	928,004	$15.14M	0.0%	+7.6%	2.648%
10/24/2023	Maryland State Retirement & Pension System	12,909	$211K	0.0%	-5.5%	0.037%

(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), Bank of New York Mellon Corp ($16.16M), Basswood Capital Management L.L.C. ($15.68M), 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 5,871,558 shares in the last 24 months. This purchase volume represents approximately $128.75M in transactions.
Which Heritage Financial major shareholders have been selling company stock?: Of the 67 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. ($231.40K), Allspring Global Investments Holdings LLC ($193.16K), Bank of New York Mellon Corp ($115.96K), and Goldman Sachs Group Inc. ($90.45K).
How much institutional selling is happening at Heritage Financial?: Institutional investors have sold a total of 4,109,840 shares in the last 24 months. This volume of shares sold represents approximately $96.29M in transactions.