Who owns Heritage Financial Corporation?
- Ticker: HFWA
- CUSIP Number: 42722X106
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Analyze quarterly positions in Heritage Financial Corporation with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Heritage Financial Corporation stock
Who bought or sold Heritage Financial Corporation this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| BlackRock | 4.9M | $116M | 4% | Dec 2025 |
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| Jennison Associates | 3.1M | $74M | 1% | Dec 2025 |
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| Victory Capital Management | 2.4M | $58M | -7% | Dec 2025 |
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| Vanguard Group | 2.4M | $57M | 2% | Dec 2025 |
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| Dimensional Fund Advisors | 2.0M | $47M | -2% | Dec 2025 |
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| State Street Corporation | 1.6M | $37M | 3% | Dec 2025 |
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| Alliancebernstein | 1.3M | $33M | -1% | Sep 2025 |
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| Geode Capital Management | 843k | $20M | 0% | Dec 2025 |
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| Basswood Capital Management | 607k | $14M | 163% | Dec 2025 |
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| Algebris | 521k | $12M | 17% | Dec 2025 |
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| Arrowstreet Capital, Limited Partnership | 504k | $12M | 0% | Dec 2025 |
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| Wellington Management Company | 463k | $11M | 100% | Sep 2025 |
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| Northern Trust | 377k | $8.9M | -6% | Dec 2025 |
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| Bank of New York Mellon | 367k | $8.7M | 7% | Dec 2025 |
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| Charles Schwab Investment Management | 327k | $7.7M | 0% | Dec 2025 |
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| Manufacturers Life Insurance Company | 314k | $7.4M | -1% | Dec 2025 |
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| Hotchkis and Wiley Capital Management | 281k | $6.8M | -1% | Sep 2025 |
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| Renaissance Technologies | 278k | $6.6M | -3% | Dec 2025 |
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| Lord, Abbett & Co | 278k | $6.6M | -15% | Dec 2025 |
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| Heartland Advisors | 275k | $6.5M | 0% | Dec 2025 |
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| Invesco | 265k | $6.3M | 3% | Dec 2025 |
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| Bridgeway Capital Management | 260k | $6.3M | 4% | Sep 2025 |
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| Two Sigma Investments | 257k | $6.2M | 40% | Sep 2025 |
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| ProShare Advisors | 252k | $6.0M | -2% | Dec 2025 |
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| Nuveen | 235k | $5.5M | -4% | Dec 2025 |
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| Dana Investment Advisors | 221k | $5.2M | 0% | Dec 2025 |
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| Two Sigma Advisers | 210k | $5.1M | 50% | Sep 2025 |
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| Principal Financial Group | 199k | $4.7M | 6% | Dec 2025 |
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| Goldman Sachs Group | 190k | $4.5M | 39% | Dec 2025 |
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| rhino investment partners | 186k | $4.4M | 100% | Dec 2025 |
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| Russell Investments | 184k | $4.4M | 31% | Dec 2025 |
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| Kiley Juergens Wealth Management | 177k | $4.2M | 0% | Dec 2025 |
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| Wintrust Financial Corporation | 168k | $4.0M | 2% | Dec 2025 |
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| Empowered Funds | 153k | $3.6M | 11% | Dec 2025 |
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| Martin & Co | 135k | $3.2M | 2% | Dec 2025 |
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| AQR Capital Management | 129k | $3.1M | 12% | Sep 2025 |
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| Royce & Associates | 127k | $3.0M | -25% | Dec 2025 |
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| DePrince Race & Zollo | 121k | $2.9M | 71% | Dec 2025 |
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| Public Sector Pension Investment Board | 118k | $2.8M | -11% | Dec 2025 |
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| Ameriprise Financial | 112k | $2.6M | -68% | Dec 2025 |
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| UBS Group | 107k | $2.5M | 8% | Dec 2025 |
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| American Century Companies | 102k | $2.4M | -8% | Dec 2025 |
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| Rhumbline Advisers | 94k | $2.2M | -6% | Dec 2025 |
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| Legal & General Group | 89k | $2.1M | -3% | Dec 2025 |
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| Royal Bank of Canada | 80k | $1.7M | -14% | Sep 2025 |
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| LSV Asset Management | 75k | $1.8M | 0% | Dec 2025 |
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| Swiss National Bank | 66k | $1.6M | 0% | Dec 2025 |
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| Keybank National Association | 65k | $1.5M | 1% | Dec 2025 |
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| Barclays | 65k | $1.5M | 29% | Dec 2025 |
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| Universal- Beteiligungs- und Servicegesellschaft mbH | 60k | $1.4M | 3% | Dec 2025 |
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| Nwam | 53k | $1.4M | 0% | Dec 2025 |
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| Jane Street | 50k | $1.2M | 6% | Dec 2025 |
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| Raymond James Financial | 49k | $1.2M | -3% | Dec 2025 |
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| Ubs Global Asset Management Americas | 48k | $1.1M | -6% | Dec 2025 |
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| Ing Investment Management | 47k | $1.1M | 1% | Dec 2025 |
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| Thrivent Financial for Lutherans | 47k | $1.1M | 31% | Dec 2025 |
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| Sei Investments | 46k | $1.1M | 177% | Dec 2025 |
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| Pacific Ridge Capital Partners | 44k | $1.0M | 5% | Dec 2025 |
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| Wells Fargo & Company | 43k | $1.0M | 51% | Dec 2025 |
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| Quantinno Capital Management | 43k | $1.0M | 21% | Dec 2025 |
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| Baird Financial | 38k | $905k | 0% | Dec 2025 |
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| Federated Investors | 38k | $895k | 15% | Dec 2025 |
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| Jpmorgan Chase & Co | 37k | $895k | 100% | Sep 2025 |
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| Lazard Asset Management | 33k | $784k | 0% | Dec 2025 |
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| Great-West Life Assurance Company | 32k | $762k | 0% | Dec 2025 |
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| Prudential Financial | 32k | $754k | -7% | Dec 2025 |
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| California State Teachers Retirement System | 32k | $752k | 0% | Dec 2025 |
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| Deutsche Bank Aktiengesellschaft | 29k | $675k | 8% | Dec 2025 |
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| First Trust Advisors | 28k | $672k | -1% | Dec 2025 |
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| Globeflex Capital | 27k | $646k | 0% | Dec 2025 |
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| Badgley Phelps Wealth Managers | 27k | $641k | 83% | Dec 2025 |
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| Rafferty Asset Management | 26k | $617k | -9% | Dec 2025 |
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| Fourthstone | 25k | $594k | 100% | Dec 2025 |
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| PENN Capital Management | 23k | $538k | -13% | Dec 2025 |
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| OTR - Nominee Name for The State Teachers Retirement Board of Ohio | 23k | $532k | 0% | Dec 2025 |
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| Connor, Clark & Lunn Investment Management | 22k | $526k | 100% | Dec 2025 |
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| Alaska Retirement Management Board | 22k | $515k | 18% | Dec 2025 |
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| Bensler | 21k | $484k | 0% | Dec 2025 |
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| MetLife Investment Advisors | 20k | $483k | 0% | Dec 2025 |
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| Mengis Capital Management | 20k | $480k | 0% | Dec 2025 |
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| Gabelli Funds | 19k | $443k | 0% | Dec 2025 |
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| Illinois Municipal Retirement Fund | 18k | $423k | 0% | Dec 2025 |
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| SG Americas Securities | 18k | $413k | 219% | Dec 2025 |
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| Warren Averett Asset Management | 17k | $410k | 100% | Dec 2025 |
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| Y-Intercept | 17k | $398k | 100% | Dec 2025 |
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| EP Wealth Advisors | 16k | $385k | 100% | Dec 2025 |
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| Mirae Asset Global Etfs Holdings | 16k | $375k | 1% | Dec 2025 |
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| Millennium Management | 16k | $380k | 7% | Sep 2025 |
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| Louisiana State Employees Retirement System | 16k | $369k | 0% | Dec 2025 |
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| Henderson Group | 15k | $371k | 100% | Sep 2025 |
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| SageView Advisory Group | 14k | $336k | -1% | Dec 2025 |
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| Intech Investment Management | 14k | $331k | -61% | Dec 2025 |
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| Atom Investors | 13k | $309k | 100% | Dec 2025 |
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| Citadel Advisors | 13k | $303k | -55% | Sep 2025 |
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| Brian McDonald | 12k | $277k | -14% | Dec 2025 |
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| Zurcher Kantonalbank | 11k | $260k | 0% | Dec 2025 |
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| Florida State Board of Administration | 9.9k | $234k | -11% | Dec 2025 |
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| Amalgamated Bank | 9.9k | $233k | -2% | Dec 2025 |
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| New York State Common Retirement Fund | 9.6k | $227k | 0% | Dec 2025 |
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| Arizona State Retirement System | 9.5k | $224k | -6% | Dec 2025 |
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| Police & Firemen's Retirement System of New Jersey | 9.4k | $223k | 0% | Dec 2025 |
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| Yousif Capital Management | 9.1k | $227k | -13% | Dec 2025 |
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| Aspire Capital Advisors | 8.8k | $207k | 0% | Dec 2025 |
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| Teachers Retirement System Of The State Of Kentucky | 8.6k | $204k | -11% | Dec 2025 |
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| Bnp Paribas Arbitrage, Snc | 8.5k | $201k | 0% | Dec 2025 |
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| CWM | 8.2k | $195k | 8% | Dec 2025 |
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| Us Bancorp | 8.1k | $191k | 0% | Dec 2025 |
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| State of Tennessee, Treasury Department | 8.0k | $207k | -7% | Dec 2025 |
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| Oregon Public Employees Retirement Fund | 7.8k | $184k | 2% | Dec 2025 |
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| Klp Kapitalforvaltning As | 7.3k | $173k | 14% | Dec 2025 |
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| Zions Bancorporation, National Association | 6.9k | $164k | 1% | Dec 2025 |
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| FMR | 6.5k | $158k | 10% | Sep 2025 |
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| CGC Financial Services | 6.2k | $146k | 0% | Dec 2025 |
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| New York State Teachers Retirement System | 5.3k | $125k | 0% | Dec 2025 |
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| GAMMA Investing | 5.2k | $122k | 21% | Dec 2025 |
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| Aquatic Capital Management | 4.6k | $108k | -41% | Dec 2025 |
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| DekaBank Deutsche Girozentrale | 3.8k | $73k | 0% | Dec 2025 |
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| Summit Investment Advisors | 2.9k | $67k | 0% | Dec 2025 |
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| Tower Research Capital | 2.3k | $55k | 23% | Dec 2025 |
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| Sterling Capital Management | 2.0k | $48k | -14% | Dec 2025 |
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| EverSource Wealth Advisors | 2.0k | $46k | -9% | Dec 2025 |
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| Pinnacle Wealth Planning Services | 1.9k | $45k | 100% | Dec 2025 |
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| McIlrath & Eck | 1.7k | $40k | 0% | Dec 2025 |
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| Hanson McClain Advisors | 1.3k | $31k | -1% | Dec 2025 |
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| Pnc Financial Services | 1.2k | $28k | -4% | Dec 2025 |
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| Hantz Financial Services | 1.0k | $25k | -37% | Dec 2025 |
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| NISA Investment Advisors | 899.00 | $21k | 343% | Dec 2025 |
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| Smartleaf Asset Management | 814.00 | $20k | 4% | Dec 2025 |
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| Thomas Stevens, CFA" | 813.00 | $18k | 100% | Dec 2025 |
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| Massmutual Trust | 770.00 | $18k | -5% | Dec 2025 |
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| Rockefeller Capital Management | 607.00 | $14k | -8% | Dec 2025 |
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| Ohio Pers | 596.00 | $14k | -83% | Sep 2025 |
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| Advisor Group Holdings | 563.00 | $13k | -28% | Dec 2025 |
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| Quadrant Capital | 514.00 | $12k | 679% | Dec 2025 |
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| Larson Financial Group | 468.00 | $11k | -48% | Dec 2025 |
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| Bnp Paribas Investment Partners | 427.00 | $10k | 51% | Dec 2025 |
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| First Horizon National Corp | 395.00 | $9.3k | 0% | Dec 2025 |
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| Salomon & Ludwin | 395.00 | $9.5k | 107% | Dec 2025 |
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| Fifth Third Bancorp | 392.00 | $9.3k | -1% | Dec 2025 |
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| Versant Capital Management | 287.00 | $6.8k | -63% | Dec 2025 |
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| Bessemer | 201.00 | $5.5k | 6% | Dec 2025 |
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| Triumph Capital Management | 200.00 | $4.7k | 100% | Dec 2025 |
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| Umb Bank N A | 190.00 | $4.5k | 79% | Dec 2025 |
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| Sound Income Strategies | 184.00 | $4.6k | 100% | Dec 2025 |
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| SRS Capital Advisors | 180.00 | $4.3k | -79% | Dec 2025 |
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| Optiver Holding B.V. | 168.00 | $4.0k | -5% | Dec 2025 |
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| Red Tortoise | 149.00 | $3.5k | 0% | Dec 2025 |
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| Jones Financial Companies, L.L | 104.00 | $2.5k | 2500% | Dec 2025 |
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| Cedar Mountain Advisors | 102.00 | $2.4k | 0% | Dec 2025 |
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| Rothschild Investment | 102.00 | $2.4k | 36% | Dec 2025 |
|
| Simplex Trading | 9.00 | $212.000400 | -97% | Dec 2025 |
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Who sold out of Heritage Financial Corporation?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Susquehanna International | Sep 2025 | 45k | $1.1M |
| Tudor Investment Corporation | Jun 2025 | 34k | $810k |
| Franklin Resources | Sep 2025 | 21k | $512k |
| Brighton Jones | Sep 2025 | 13k | $301k |
| Hennion & Walsh Asset Management | Sep 2025 | 12k | $283k |
| Hrt Financial | Sep 2025 | 11k | $261k |
| LPL Financial | Sep 2025 | 9.0k | $218k |
| Verition Fund Management | Sep 2025 | 8.7k | $210k |
| Commonwealth of Pennsylvania | Sep 2025 | 8.6k | $209k |
| Brevan Howard Capital Management | Jun 2025 | 8.5k | $203k |
| Marshall & Sullivan | Jun 2025 | 6.1k | $147k |
| Rise Advisors | Sep 2025 | 917.00 | $22k |
| Sontag Advisory | Sep 2025 | 375.00 | $9.1k |