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 | 5.8M | $172M | 4% | Jun 2026 |
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| Jennison Associates | 3.5M | $105M | 10% | Jun 2026 |
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| Victory Capital Management | 2.4M | $70M | -4% | Jun 2026 |
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| Dimensional Fund Advisors | 2.0M | $61M | 4% | Jun 2026 |
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| Vanguard Capital Management | 1.8M | $54M | -1% | Jun 2026 |
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| State Street Corporation | 1.8M | $47M | 14% | Mar 2026 |
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| Alliancebernstein | 1.1M | $30M | -1% | Jun 2026 |
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| Geode Capital Management | 1.1M | $33M | 18% | Jun 2026 |
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| Vanguard Portfolio Management | 750k | $22M | 15% | Jun 2026 |
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| Basswood Capital Management | 689k | $20M | -1% | Jun 2026 |
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| Robeco Investment Management | 677k | $20M | -2% | Jun 2026 |
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| Wellington Management Company | 528k | $16M | -16% | Jun 2026 |
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| Morgan Stanley | 480k | $13M | 20% | Mar 2026 |
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| Algebris | 469k | $14M | -9% | Jun 2026 |
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| Northern Trust | 441k | $13M | 7% | Jun 2026 |
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| Charles Schwab Investment Management | 399k | $12M | 6% | Jun 2026 |
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| Sixth Street Partners Management Company | 399k | $12M | 100% | Jun 2026 |
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| Bank of New York Mellon | 399k | $12M | 5% | Jun 2026 |
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| Two Sigma Investments | 389k | $12M | -21% | Jun 2026 |
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| rhino investment partners | 374k | $11M | 13% | Jun 2026 |
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| Manufacturers Life Insurance Company | 309k | $9.1M | 0% | Jun 2026 |
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| Bridgeway Capital Management | 301k | $8.9M | 4% | Jun 2026 |
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| Arrowstreet Capital, Limited Partnership | 298k | $8.8M | -31% | Jun 2026 |
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| Heartland Advisors | 275k | $8.1M | 0% | Jun 2026 |
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| Vanguard Fiduciary Trust | 275k | $8.1M | 3% | Jun 2026 |
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| Hotchkis and Wiley Capital Management | 265k | $7.8M | -2% | Jun 2026 |
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| Invesco | 261k | $7.7M | 2% | Jun 2026 |
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| Jpmorgan Chase & Co | 246k | $7.2M | 100% | Jun 2026 |
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| Nuveen | 244k | $7.2M | 4% | Jun 2026 |
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| Goldman Sachs Group | 243k | $7.2M | -22% | Jun 2026 |
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| ProShare Advisors | 237k | $7.0M | -5% | Jun 2026 |
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| Dana Investment Advisors | 216k | $6.4M | -2% | Jun 2026 |
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| Principal Financial Group | 199k | $5.9M | 0% | Jun 2026 |
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| Bank of America Corporation | 188k | $5.6M | -11% | Jun 2026 |
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| Empowered Funds | 179k | $5.3M | 8% | Jun 2026 |
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| Kiley Juergens Wealth Management | 175k | $5.2M | 0% | Jun 2026 |
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| UBS Group | 172k | $5.1M | -24% | Jun 2026 |
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| Wintrust Financial Corporation | 156k | $4.6M | -9% | Jun 2026 |
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| Russell Investments | 147k | $4.4M | -26% | Jun 2026 |
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| Public Sector Pension Investment Board | 142k | $4.2M | -4% | Jun 2026 |
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| Martin & Co | 136k | $4.0M | -1% | Jun 2026 |
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| AQR Capital Management | 133k | $3.9M | -21% | Jun 2026 |
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| Renaissance Technologies | 132k | $3.9M | -30% | Jun 2026 |
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| Ameriprise Financial | 104k | $3.1M | -2% | Jun 2026 |
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| Quantinno Capital Management | 104k | $3.1M | 88% | Jun 2026 |
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| American Century Companies | 102k | $3.0M | -1% | Jun 2026 |
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| Rhumbline Advisers | 101k | $3.0M | -5% | Jun 2026 |
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| Legal & General Group | 90k | $2.7M | 10% | Jun 2026 |
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| Connor, Clark & Lunn Investment Management | 86k | $2.5M | 32% | Jun 2026 |
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| Swiss National Bank | 83k | $2.4M | 23% | Jun 2026 |
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| Royal Bank of Canada | 82k | $2.4M | 8% | Jun 2026 |
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| DePrince Race & Zollo | 72k | $2.1M | -45% | Jun 2026 |
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| Keybank National Association | 71k | $2.1M | 7% | Jun 2026 |
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| Ing Investment Management | 56k | $1.7M | 20% | Jun 2026 |
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| Royce & Associates | 55k | $1.6M | -33% | Jun 2026 |
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| Sei Investments | 52k | $1.5M | -35% | Jun 2026 |
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| Nwam | 50k | $1.3M | -5% | Mar 2026 |
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| T. Rowe Price Associates | 50k | $1.3M | 16% | Mar 2026 |
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| California State Teachers Retirement System | 49k | $1.5M | 56% | Jun 2026 |
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| Pacific Asset Management | 49k | $1.5M | 0% | Jun 2026 |
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| Universal- Beteiligungs- und Servicegesellschaft mbH | 48k | $1.4M | -27% | Jun 2026 |
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| Ubs Global Asset Management Americas | 47k | $1.4M | -6% | Jun 2026 |
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| First Trust Advisors | 46k | $1.4M | 38% | Jun 2026 |
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| Deutsche Bank Aktiengesellschaft | 45k | $1.3M | 34% | Jun 2026 |
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| Federated Investors | 42k | $1.3M | 2% | Jun 2026 |
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| State of New Jersey Common Pension Fund D | 42k | $1.2M | 100% | Jun 2026 |
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| Prudential Financial | 40k | $1.2M | 0% | Jun 2026 |
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| Wells Fargo & Company | 40k | $1.2M | 118% | Jun 2026 |
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| Baird Financial | 38k | $1.1M | 0% | Jun 2026 |
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| Susquehanna Fundamental Investments | 37k | $1.1M | -9% | Jun 2026 |
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| Great-West Life Assurance Company | 36k | $1.1M | -1% | Jun 2026 |
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| Fortis Capital Management | 36k | $1.1M | 100% | Jun 2026 |
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| Pacific Ridge Capital Partners | 35k | $1.0M | -1% | Jun 2026 |
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| XTX Topco | 35k | $1.0M | 100% | Jun 2026 |
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| Vanguard Global Advisers | 33k | $989k | -21% | Jun 2026 |
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| Odyssean | 32k | $945k | 100% | Jun 2026 |
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| Vanguard Asset Management | 32k | $933k | 27% | Jun 2026 |
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| Citigroup | 30k | $776k | 100% | Mar 2026 |
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| Creative Planning | 28k | $817k | 21% | Jun 2026 |
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| Thrivent Financial for Lutherans | 27k | $802k | -1% | Jun 2026 |
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| Freestone Capital Holdings | 26k | $776k | 100% | Jun 2026 |
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| MetLife Investment Advisors | 24k | $719k | 31% | Jun 2026 |
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| Millennium Management | 24k | $712k | 100% | Jun 2026 |
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| D. E. Shaw & Co | 23k | $692k | 100% | Jun 2026 |
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| Rafferty Asset Management | 22k | $654k | -25% | Jun 2026 |
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| Barclays | 22k | $652k | 1% | Jun 2026 |
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| Illinois Municipal Retirement Fund | 21k | $627k | 15% | Jun 2026 |
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| Badgley Phelps Wealth Managers | 21k | $621k | 0% | Jun 2026 |
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| Harbor Advisory Corp | 21k | $609k | 100% | Jun 2026 |
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| Bensler | 21k | $606k | 0% | Jun 2026 |
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| Mengis Capital Management | 20k | $602k | 0% | Jun 2026 |
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| PENN Capital Management | 20k | $602k | -11% | Jun 2026 |
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| Gabelli Funds | 20k | $592k | 7% | Jun 2026 |
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| Mirae Asset Global Etfs Holdings | 19k | $567k | 20% | Jun 2026 |
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| Zurcher Kantonalbank | 19k | $561k | 0% | Jun 2026 |
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| Alaska Retirement Management Board | 18k | $535k | -27% | Jun 2026 |
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| Louisiana State Employees Retirement System | 18k | $536k | -1% | Jun 2026 |
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| EP Wealth Advisors | 18k | $535k | 7% | Jun 2026 |
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| Warren Averett Asset Management | 17k | $507k | 0% | Jun 2026 |
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| Atom Investors | 15k | $456k | 100% | Jun 2026 |
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| Jupiter Topco | 15k | $454k | 100% | Jun 2026 |
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| Henderson Group | 15k | $399k | 100% | Mar 2026 |
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| New York State Common Retirement Fund | 15k | $432k | 52% | Jun 2026 |
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| FMR | 15k | $429k | -52% | Jun 2026 |
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| Toroso Investments | 14k | $419k | 100% | Jun 2026 |
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| Bnp Paribas Arbitrage, Snc | 14k | $412k | 54% | Jun 2026 |
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| Fifth Third Bancorp | 14k | $401k | 0% | Jun 2026 |
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| Mercer Global Advisors | 13k | $391k | 36% | Jun 2026 |
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| SageView Advisory Group | 13k | $388k | -8% | Jun 2026 |
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| Police & Firemen's Retirement System of New Jersey | 12k | $363k | 30% | Jun 2026 |
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| SG Americas Securities | 12k | $350k | -40% | Jun 2026 |
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| Arizona State Retirement System | 11k | $336k | 22% | Jun 2026 |
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| JustInvest | 11k | $328k | -6% | Jun 2026 |
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| Amalgamated Bank | 11k | $328k | -5% | Jun 2026 |
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| Yousif Capital Management | 11k | $325k | 1% | Jun 2026 |
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| Jain Global | 11k | $317k | 100% | Jun 2026 |
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| LPL Financial | 11k | $312k | 0% | Jun 2026 |
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| Florida State Board of Administration | 9.9k | $294k | 0% | Jun 2026 |
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| Commonwealth of Pennsylvania | 9.8k | $290k | -4% | Jun 2026 |
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| Citadel Advisors | 9.7k | $287k | 100% | Jun 2026 |
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| CWM | 9.4k | $245k | 14% | Mar 2026 |
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| Oregon Public Employees Retirement Fund | 9.4k | $278k | 0% | Jun 2026 |
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| Klp Kapitalforvaltning As | 9.3k | $276k | 27% | Jun 2026 |
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| Aspire Capital Advisors | 8.8k | $260k | 0% | Jun 2026 |
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| Pathstone Holdings | 8.7k | $258k | -53% | Jun 2026 |
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| Teachers Retirement System Of The State Of Kentucky | 8.6k | $255k | 0% | Jun 2026 |
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| Us Bancorp | 8.5k | $251k | 5% | Jun 2026 |
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| Jump Financial | 8.1k | $241k | 100% | Jun 2026 |
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| Intech Investment Management | 8.0k | $238k | -8% | Jun 2026 |
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| State of Tennessee, Treasury Department | 8.0k | $238k | 0% | Jun 2026 |
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| Vident Advisory | 7.5k | $221k | 100% | Jun 2026 |
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| Neuberger Berman Group | 7.4k | $220k | 100% | Jun 2026 |
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| Squarepoint Ops | 7.2k | $214k | 100% | Jun 2026 |
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| Coldstream Capital Management | 7.0k | $208k | 100% | Jun 2026 |
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| Sowell Financial Services | 6.8k | $202k | 100% | Jun 2026 |
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| Vanguard Investments Australia | 6.8k | $201k | 0% | Jun 2026 |
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| GAMMA Investing | 6.5k | $193k | 12% | Jun 2026 |
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| CGC Financial Services | 6.2k | $182k | 0% | Jun 2026 |
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| Institute For Wealth Management | 4.0k | $118k | 100% | Jun 2026 |
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| Summit Investment Advisors | 3.8k | $112k | 32% | Jun 2026 |
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| DekaBank Deutsche Girozentrale | 3.8k | $97k | 0% | Jun 2026 |
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| Jones Financial Companies, L.L | 3.5k | $102k | 286% | Jun 2026 |
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| Global Retirement Partners | 3.2k | $95k | 100% | Jun 2026 |
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| Tower Research Capital | 2.8k | $84k | 19% | Jun 2026 |
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| Parkside Financial Bank & Trust | 2.3k | $69k | -2% | Jun 2026 |
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| Integrated Wealth Concepts | 2.3k | $68k | 100% | Jun 2026 |
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| Pinnacle Wealth Planning Services | 2.0k | $59k | 0% | Jun 2026 |
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| McIlrath & Eck | 1.7k | $44k | 0% | Mar 2026 |
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| NISA Investment Advisors | 1.5k | $44k | 51% | Jun 2026 |
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| Hanson McClain Advisors | 1.3k | $40k | 1% | Jun 2026 |
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| EverSource Wealth Advisors | 70.00 | $2.1k | -96% | Jun 2026 |
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Who sold out of Heritage Financial Corporation?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Lord, Abbett & Co | Mar 2026 | 272k | $7.1M |
| LSV Asset Management | Mar 2026 | 75k | $1.9M |
| Raymond James Financial | Mar 2026 | 49k | $1.3M |
| Lazard Asset Management | Mar 2026 | 40k | $1.0M |
| Susquehanna International | Mar 2026 | 28k | $716k |
| Globeflex Capital | Mar 2026 | 27k | $710k |
| Fourthstone | Mar 2026 | 20k | $519k |
| GSA Capital Partners | Mar 2026 | 19k | $501k |
| OTR - Nominee Name for The State Teachers Retirement Board of Ohio | Mar 2026 | 19k | $499k |
| Cambria Investment Management | Mar 2026 | 10k | $271k |
| DRW Holdings | Mar 2026 | 9.5k | $248k |
| ISAM Funds | Mar 2026 | 9.4k | $244k |
| Aster Capital Management | Mar 2026 | 6.2k | $151k |