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 | 4.7M | $114M | -3% | Sep 2025 |
|
| Jennison Associates | 3.1M | $75M | 3% | Sep 2025 |
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| Victory Capital Management | 2.6M | $64M | 9% | Sep 2025 |
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| Vanguard Group | 2.4M | $57M | -2% | Sep 2025 |
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| Dimensional Fund Advisors | 2.0M | $49M | 0% | Sep 2025 |
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| State Street Corporation | 1.5M | $37M | -4% | Sep 2025 |
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| Alliancebernstein | 1.3M | $33M | -1% | Sep 2025 |
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| Geode Capital Management | 838k | $20M | 1% | Sep 2025 |
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| Arrowstreet Capital, Limited Partnership | 503k | $12M | 0% | Sep 2025 |
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| Wellington Management Company | 463k | $11M | 100% | Sep 2025 |
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| Algebris | 446k | $11M | 100% | Sep 2025 |
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| Northern Trust | 399k | $9.6M | -2% | Sep 2025 |
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| Morgan Stanley | 381k | $9.1M | 100% | Jun 2025 |
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| Ameriprise Financial | 349k | $8.4M | -11% | Sep 2025 |
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| Bank of New York Mellon | 342k | $8.3M | -2% | Sep 2025 |
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| Charles Schwab Investment Management | 328k | $7.9M | 1% | Sep 2025 |
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| Lord, Abbett & Co | 327k | $7.9M | 0% | Sep 2025 |
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| Manufacturers Life Insurance Company | 318k | $7.7M | -1% | Sep 2025 |
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| Renaissance Technologies | 286k | $6.9M | -11% | Sep 2025 |
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| Hotchkis and Wiley Capital Management | 281k | $6.8M | -1% | Sep 2025 |
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| Heartland Advisors | 275k | $6.7M | 0% | Sep 2025 |
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| Bridgeway Capital Management | 260k | $6.3M | 4% | Sep 2025 |
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| Invesco | 257k | $6.2M | -7% | Sep 2025 |
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| ProShare Advisors | 257k | $6.2M | -3% | Sep 2025 |
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| Two Sigma Investments | 257k | $6.2M | 40% | Sep 2025 |
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| Nuveen | 245k | $5.9M | -5% | Sep 2025 |
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| Basswood Capital Management | 231k | $5.6M | 0% | Sep 2025 |
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| Dana Investment Advisors | 221k | $5.3M | -1% | Sep 2025 |
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| Two Sigma Advisers | 210k | $5.1M | 50% | Sep 2025 |
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| Principal Financial Group | 189k | $4.6M | -9% | Sep 2025 |
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| Kiley Juergens Wealth Management | 177k | $4.3M | -24% | Sep 2025 |
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| Royce & Associates | 169k | $4.1M | 2% | Sep 2025 |
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| Wintrust Financial Corporation | 164k | $4.0M | -11% | Sep 2025 |
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| Russell Investments | 141k | $3.4M | 44% | Sep 2025 |
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| Empowered Funds | 138k | $3.3M | 8% | Sep 2025 |
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| Goldman Sachs Group | 137k | $3.3M | -15% | Sep 2025 |
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| Martin & Co | 133k | $3.2M | 1% | Sep 2025 |
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| Public Sector Pension Investment Board | 133k | $3.2M | 14% | Sep 2025 |
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| AQR Capital Management | 129k | $3.1M | 12% | Sep 2025 |
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| American Century Companies | 111k | $2.7M | -21% | Sep 2025 |
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| Rhumbline Advisers | 100k | $2.4M | -1% | Sep 2025 |
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| UBS Group | 98k | $2.4M | -10% | Sep 2025 |
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| Legal & General Group | 92k | $2.2M | -3% | Sep 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% | Sep 2025 |
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| DePrince Race & Zollo | 71k | $1.7M | 61% | Sep 2025 |
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| Swiss National Bank | 66k | $1.6M | 2% | Sep 2025 |
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| Keybank National Association | 65k | $1.6M | 3% | Sep 2025 |
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| Universal- Beteiligungs- und Servicegesellschaft mbH | 58k | $1.4M | 112% | Sep 2025 |
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| Nwam | 54k | $1.2M | 0% | Sep 2025 |
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| Ubs Global Asset Management Americas | 51k | $1.2M | -48% | Sep 2025 |
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| Raymond James Financial | 51k | $1.2M | 0% | Sep 2025 |
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| Barclays | 50k | $1.2M | -36% | Sep 2025 |
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| Jane Street | 47k | $1.1M | -19% | Sep 2025 |
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| Ing Investment Management | 47k | $1.1M | -12% | Sep 2025 |
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| Susquehanna International | 45k | $1.1M | -46% | Sep 2025 |
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| Pacific Ridge Capital Partners | 42k | $1.0M | 0% | Sep 2025 |
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| Baird Financial | 38k | $925k | -23% | Sep 2025 |
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| Jpmorgan Chase & Co | 37k | $895k | -74% | Sep 2025 |
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| Thrivent Financial for Lutherans | 36k | $869k | 43% | Sep 2025 |
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| Intech Investment Management | 36k | $868k | 3% | Sep 2025 |
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| Quantinno Capital Management | 35k | $846k | 89% | Sep 2025 |
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| Prudential Financial | 34k | $827k | -3% | Sep 2025 |
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| Lazard Asset Management | 33k | $801k | 0% | Sep 2025 |
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| Federated Investors | 33k | $795k | -43% | Sep 2025 |
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| Great-West Life Assurance Company | 32k | $792k | 0% | Sep 2025 |
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| California State Teachers Retirement System | 32k | $770k | 0% | Sep 2025 |
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| Rafferty Asset Management | 29k | $696k | -24% | Sep 2025 |
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| First Trust Advisors | 29k | $693k | -28% | Sep 2025 |
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| Wells Fargo & Company | 29k | $692k | 17% | Sep 2025 |
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| Globeflex Capital | 27k | $660k | 0% | Sep 2025 |
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| Deutsche Bank Aktiengesellschaft | 27k | $641k | 21% | Sep 2025 |
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| PENN Capital Management | 26k | $635k | 9% | Sep 2025 |
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| OTR - Nominee Name for The State Teachers Retirement Board of Ohio | 23k | $544k | -11% | Sep 2025 |
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| Franklin Resources | 21k | $512k | 0% | Sep 2025 |
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| Bensler | 21k | $495k | 0% | Sep 2025 |
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| MetLife Investment Advisors | 20k | $494k | 0% | Sep 2025 |
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| Mengis Capital Management | 20k | $491k | 0% | Sep 2025 |
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| Gabelli Funds | 19k | $453k | 0% | Sep 2025 |
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| Alaska Retirement Management Board | 18k | $435k | -9% | Sep 2025 |
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| Illinois Municipal Retirement Fund | 18k | $434k | -3% | Sep 2025 |
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| Sei Investments | 16k | $398k | 20% | Sep 2025 |
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| Mirae Asset Global Etfs Holdings | 16k | $381k | -16% | Sep 2025 |
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| Millennium Management | 16k | $380k | 7% | Sep 2025 |
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| Louisiana State Employees Retirement System | 16k | $377k | -2% | Sep 2025 |
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| Henderson Group | 15k | $371k | 0% | Sep 2025 |
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| Badgley Phelps Wealth Managers | 15k | $359k | -3% | Sep 2025 |
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| SageView Advisory Group | 14k | $347k | -1% | Sep 2025 |
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| Brian McDonald | 14k | $329k | -15% | Sep 2025 |
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| Citadel Advisors | 13k | $303k | -55% | Sep 2025 |
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| Brighton Jones | 13k | $301k | 4% | Sep 2025 |
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| Hennion & Walsh Asset Management | 12k | $283k | -2% | Sep 2025 |
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| Florida State Board of Administration | 11k | $270k | -48% | Sep 2025 |
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| Zurcher Kantonalbank | 11k | $266k | 35% | Sep 2025 |
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| Hrt Financial | 11k | $261k | 100% | Sep 2025 |
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| Yousif Capital Management | 11k | $254k | -19% | Sep 2025 |
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| Arizona State Retirement System | 10k | $244k | 2% | Sep 2025 |
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| Amalgamated Bank | 10k | $244k | 3% | Sep 2025 |
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| Teachers Retirement System Of The State Of Kentucky | 9.7k | $235k | -15% | Sep 2025 |
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| New York State Common Retirement Fund | 9.6k | $232k | 0% | Sep 2025 |
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| Police & Firemen's Retirement System of New Jersey | 9.4k | $229k | 100% | Sep 2025 |
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| LPL Financial | 9.0k | $218k | 100% | Sep 2025 |
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| Aspire Capital Advisors | 8.8k | $212k | 0% | Sep 2025 |
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| Verition Fund Management | 8.7k | $210k | 100% | Sep 2025 |
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| State of Tennessee, Treasury Department | 8.7k | $210k | 0% | Sep 2025 |
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| Commonwealth of Pennsylvania | 8.6k | $209k | -1% | Sep 2025 |
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| Bnp Paribas Arbitrage, Snc | 8.5k | $205k | 117% | Sep 2025 |
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| Us Bancorp | 8.1k | $196k | 0% | Sep 2025 |
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| Aquatic Capital Management | 7.8k | $188k | -29% | Sep 2025 |
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| CWM | 7.7k | $185k | 100% | Sep 2025 |
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| Oregon Public Employees Retirement Fund | 7.6k | $185k | -3% | Sep 2025 |
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| Zions Bancorporation, National Association | 6.8k | $166k | 0% | Sep 2025 |
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| FMR | 6.5k | $158k | 10% | Sep 2025 |
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| Klp Kapitalforvaltning As | 6.4k | $155k | 0% | Sep 2025 |
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| CGC Financial Services | 6.2k | $149k | 0% | Sep 2025 |
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| SG Americas Securities | 5.5k | $133k | -26% | Sep 2025 |
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| New York State Teachers Retirement System | 5.3k | $128k | -10% | Sep 2025 |
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| GAMMA Investing | 4.3k | $104k | -6% | Sep 2025 |
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| DekaBank Deutsche Girozentrale | 3.8k | $72k | 0% | Sep 2025 |
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| Summit Investment Advisors | 2.9k | $69k | -17% | Sep 2025 |
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| Sterling Capital Management | 2.4k | $57k | 160% | Sep 2025 |
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| EverSource Wealth Advisors | 2.1k | $52k | 9% | Sep 2025 |
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| Tower Research Capital | 1.9k | $46k | -34% | Sep 2025 |
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| McIlrath & Eck | 1.7k | $41k | 0% | Sep 2025 |
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| Hantz Financial Services | 1.7k | $40k | 317% | Sep 2025 |
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| Hanson McClain Advisors | 1.3k | $32k | 4% | Sep 2025 |
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| Pnc Financial Services | 1.2k | $30k | 0% | Sep 2025 |
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| Rise Advisors | 917.00 | $22k | 5% | Sep 2025 |
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| Larson Financial Group | 897.00 | $22k | 115% | Sep 2025 |
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| SRS Capital Advisors | 842.00 | $20k | 659% | Sep 2025 |
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| Massmutual Trust | 810.00 | $20k | 0% | Sep 2025 |
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| Smartleaf Asset Management | 779.00 | $19k | 16% | Sep 2025 |
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| Advisor Group Holdings | 778.00 | $19k | 16% | Sep 2025 |
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| Versant Capital Management | 774.00 | $19k | 1547% | Sep 2025 |
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| Rockefeller Capital Management | 661.00 | $16k | 100% | Sep 2025 |
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| Ohio Pers | 596.00 | $14k | -83% | Sep 2025 |
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| Fifth Third Bancorp | 396.00 | $9.6k | 6% | Sep 2025 |
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| First Horizon National Corp | 395.00 | $9.6k | 100% | Sep 2025 |
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| FTB Advisors | 395.00 | $9.4k | 0% | Jun 2025 |
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| Sontag Advisory | 375.00 | $9.1k | 100% | Sep 2025 |
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| Simplex Trading | 356.00 | $8.0k | -80% | Sep 2025 |
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| Bnp Paribas Investment Partners | 282.00 | $7.0k | -10% | Sep 2025 |
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| NISA Investment Advisors | 203.00 | $4.9k | 107% | Sep 2025 |
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| Triumph Capital Management | 200.00 | $4.8k | 100% | Sep 2025 |
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| Salomon & Ludwin | 191.00 | $4.6k | 100% | Sep 2025 |
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| Bessemer | 189.00 | $5.2k | 4% | Sep 2025 |
|
| Optiver Holding B.V. | 176.00 | $4.3k | 100% | Sep 2025 |
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| Red Tortoise | 149.00 | $3.6k | 0% | Sep 2025 |
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| Umb Bank N A | 106.00 | $2.6k | 15% | Sep 2025 |
|
| Cedar Mountain Advisors | 102.00 | $2.5k | 100% | Sep 2025 |
|
| Jones Financial Companies, L.L | 4.00 | $99.000000 | -96% | Sep 2025 |
|
Who sold out of Heritage Financial Corporation?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| PanAgora Asset Management | Jun 2025 | 85k | $2.0M |
| Trexquant Investment | Jun 2025 | 78k | $1.8M |
| Arp Americas | Jun 2025 | 34k | $815k |
| Tudor Investment Corporation | Jun 2025 | 34k | $810k |
| Texas Permanent School Fund | Jun 2025 | 33k | $794k |
| Dynamic Technology Lab Private | Jun 2025 | 32k | $750k |
| Campbell & Co. Investment Adviser | Jun 2025 | 21k | $504k |
| Mariner Wealth Advisors | Jun 2025 | 11k | $254k |
| Maryland State Retirement & Pension System | Jun 2025 | 9.9k | $237k |
| Diversified Trust Company | Jun 2025 | 8.8k | $210k |
| Brevan Howard Capital Management | Jun 2025 | 8.5k | $203k |
| Marshall & Sullivan | Jun 2025 | 6.1k | $147k |
| Skopos Labs | Jun 2025 | 396.00 | $9.4k |
| MAI Wealth Advisors | Jun 2025 | 147.00 | $3.5k |
| Cullen Frost Bankers | Jun 2025 | 131.00 | $3.1k |