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 | 5.6M | $145M | 13% | Mar 2026 |
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| Jennison Associates | 3.2M | $84M | 3% | Mar 2026 |
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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 | $51M | -1% | Mar 2026 |
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| Vanguard Capital Management | 1.8M | $48M | 100% | Mar 2026 |
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| State Street Corporation | 1.6M | $37M | 3% | Dec 2025 |
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| Alliancebernstein | 1.1M | $27M | -12% | Mar 2026 |
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| Geode Capital Management | 935k | $24M | 11% | Mar 2026 |
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| Robeco Investment Management | 690k | $18M | 100% | Mar 2026 |
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| Vanguard Portfolio Management | 654k | $17M | 100% | Mar 2026 |
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| Basswood Capital Management | 607k | $14M | 163% | Dec 2025 |
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| Algebris | 518k | $14M | 0% | Mar 2026 |
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| Arrowstreet Capital, Limited Partnership | 504k | $12M | 0% | Dec 2025 |
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| Two Sigma Investments | 490k | $13M | 82% | Mar 2026 |
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| Morgan Stanley | 480k | $13M | 20% | Mar 2026 |
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| Bank of New York Mellon | 379k | $9.9M | 4% | Mar 2026 |
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| Northern Trust | 377k | $8.9M | -6% | Dec 2025 |
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| Charles Schwab Investment Management | 327k | $7.7M | 0% | Dec 2025 |
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| Goldman Sachs Group | 312k | $8.1M | 65% | Mar 2026 |
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| Manufacturers Life Insurance Company | 309k | $8.0M | -2% | Mar 2026 |
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| Renaissance Technologies | 278k | $6.6M | -3% | Dec 2025 |
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| Bridgeway Capital Management | 275k | $6.5M | 6% | Dec 2025 |
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| Heartland Advisors | 275k | $7.2M | 0% | Mar 2026 |
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| Lord, Abbett & Co | 272k | $7.1M | -2% | Mar 2026 |
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| Hotchkis and Wiley Capital Management | 270k | $7.0M | -5% | Mar 2026 |
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| Vanguard Fiduciary Trust | 267k | $6.9M | 100% | Mar 2026 |
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| Invesco | 255k | $6.6M | -3% | Mar 2026 |
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| ProShare Advisors | 250k | $6.5M | -1% | Mar 2026 |
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| Nuveen | 235k | $6.1M | 0% | Mar 2026 |
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| UBS Group | 227k | $5.9M | 113% | Mar 2026 |
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| Dana Investment Advisors | 221k | $5.2M | 0% | Dec 2025 |
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| Bank of America Corporation | 210k | $5.5M | 100% | Mar 2026 |
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| Principal Financial Group | 200k | $5.2M | 0% | Mar 2026 |
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| Russell Investments | 199k | $5.2M | 8% | Mar 2026 |
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| rhino investment partners | 186k | $4.4M | 100% | Dec 2025 |
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| Kiley Juergens Wealth Management | 175k | $4.6M | -1% | Mar 2026 |
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| Wintrust Financial Corporation | 171k | $4.5M | 2% | Mar 2026 |
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| AQR Capital Management | 169k | $4.4M | -1% | Mar 2026 |
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| Empowered Funds | 153k | $3.6M | 11% | Dec 2025 |
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| Public Sector Pension Investment Board | 147k | $3.8M | 25% | Mar 2026 |
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| Martin & Co | 138k | $3.6M | 2% | Mar 2026 |
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| DePrince Race & Zollo | 132k | $3.4M | 9% | Mar 2026 |
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| Rhumbline Advisers | 106k | $2.8M | 13% | Mar 2026 |
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| Ameriprise Financial | 106k | $2.8M | -5% | Mar 2026 |
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| American Century Companies | 102k | $2.4M | -8% | Dec 2025 |
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| Wellington Management Company | 97k | $2.3M | -79% | Dec 2025 |
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| Royce & Associates | 82k | $2.1M | -35% | Mar 2026 |
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| Legal & General Group | 82k | $2.1M | -8% | Mar 2026 |
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| Sei Investments | 79k | $2.1M | 74% | Mar 2026 |
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| Royal Bank of Canada | 76k | $2.0M | -5% | Mar 2026 |
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| LSV Asset Management | 75k | $1.9M | 0% | Mar 2026 |
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| Swiss National Bank | 67k | $1.7M | 2% | Mar 2026 |
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| Keybank National Association | 67k | $1.7M | 2% | Mar 2026 |
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| Universal- Beteiligungs- und Servicegesellschaft mbH | 65k | $1.7M | 8% | Mar 2026 |
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| Connor, Clark & Lunn Investment Management | 65k | $1.7M | 191% | Mar 2026 |
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| Barclays | 65k | $1.5M | 29% | Dec 2025 |
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| Quantinno Capital Management | 55k | $1.4M | 30% | Mar 2026 |
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| Nwam | 50k | $1.3M | -5% | Mar 2026 |
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| Ubs Global Asset Management Americas | 50k | $1.3M | 4% | Mar 2026 |
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| Raymond James Financial | 49k | $1.2M | -3% | Dec 2025 |
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| Pacific Asset Management | 49k | $1.3M | 100% | Mar 2026 |
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| Ing Investment Management | 47k | $1.2M | 0% | Mar 2026 |
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| Vanguard Global Advisers | 42k | $1.1M | 100% | Mar 2026 |
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| Federated Investors | 42k | $1.1M | 10% | Mar 2026 |
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| Prudential Financial | 40k | $1.1M | 27% | Mar 2026 |
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| Lazard Asset Management | 40k | $1.0M | 22% | Mar 2026 |
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| Baird Financial | 38k | $905k | 0% | Dec 2025 |
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| Pacific Ridge Capital Partners | 35k | $911k | -20% | Mar 2026 |
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| Deutsche Bank Aktiengesellschaft | 33k | $867k | 17% | Mar 2026 |
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| First Trust Advisors | 33k | $865k | 17% | Mar 2026 |
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| Great-West Life Assurance Company | 32k | $762k | 0% | Dec 2025 |
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| California State Teachers Retirement System | 32k | $821k | -1% | Mar 2026 |
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| Citigroup | 30k | $776k | 100% | Mar 2026 |
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| Thrivent Financial for Lutherans | 28k | $714k | -41% | Mar 2026 |
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| Globeflex Capital | 27k | $710k | 0% | Mar 2026 |
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| Rafferty Asset Management | 26k | $617k | -9% | Dec 2025 |
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| Alaska Retirement Management Board | 25k | $641k | 14% | Mar 2026 |
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| Vanguard Asset Management | 25k | $643k | 100% | Mar 2026 |
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| Creative Planning | 23k | $594k | 100% | Mar 2026 |
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| PENN Capital Management | 23k | $591k | 0% | Mar 2026 |
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| Badgley Phelps Wealth Managers | 21k | $545k | -23% | Mar 2026 |
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| Bensler | 21k | $532k | 0% | Mar 2026 |
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| MetLife Investment Advisors | 20k | $483k | 0% | Dec 2025 |
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| Mengis Capital Management | 20k | $528k | 0% | Mar 2026 |
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| Fourthstone | 20k | $519k | -20% | Mar 2026 |
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| SG Americas Securities | 20k | $509k | 12% | Mar 2026 |
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| GSA Capital Partners | 19k | $501k | 100% | Mar 2026 |
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| OTR - Nominee Name for The State Teachers Retirement Board of Ohio | 19k | $499k | -15% | Mar 2026 |
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| Zurcher Kantonalbank | 19k | $492k | 72% | Mar 2026 |
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| Gabelli Funds | 19k | $443k | 0% | Dec 2025 |
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| Pathstone Holdings | 19k | $480k | 100% | Mar 2026 |
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| Wells Fargo & Company | 18k | $480k | -57% | Mar 2026 |
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| Illinois Municipal Retirement Fund | 18k | $478k | 3% | Mar 2026 |
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| Louisiana State Employees Retirement System | 18k | $473k | 17% | Mar 2026 |
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| Warren Averett Asset Management | 17k | $410k | 100% | Dec 2025 |
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| EP Wealth Advisors | 17k | $437k | 3% | Mar 2026 |
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| Mirae Asset Global Etfs Holdings | 16k | $415k | 1% | Mar 2026 |
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| Henderson Group | 15k | $399k | 0% | Mar 2026 |
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| SageView Advisory Group | 14k | $336k | -1% | Dec 2025 |
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| Fifth Third Bancorp | 14k | $350k | 3338% | Mar 2026 |
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| Atom Investors | 13k | $309k | 100% | Dec 2025 |
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| JustInvest | 12k | $308k | 100% | Mar 2026 |
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| Brian McDonald | 12k | $277k | -14% | Dec 2025 |
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| Amalgamated Bank | 12k | $302k | 18% | Mar 2026 |
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| Yousif Capital Management | 11k | $281k | 19% | Mar 2026 |
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| LPL Financial | 11k | $274k | 100% | Mar 2026 |
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| Commonwealth of Pennsylvania | 10k | $264k | 100% | Mar 2026 |
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| Florida State Board of Administration | 9.9k | $258k | 0% | Mar 2026 |
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| Mercer Global Advisors | 9.7k | $253k | 100% | Mar 2026 |
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| New York State Common Retirement Fund | 9.6k | $249k | 0% | Mar 2026 |
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| DRW Holdings | 9.5k | $248k | 100% | Mar 2026 |
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| Police & Firemen's Retirement System of New Jersey | 9.4k | $246k | 0% | Mar 2026 |
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| ISAM Funds | 9.4k | $244k | 100% | Mar 2026 |
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| Oregon Public Employees Retirement Fund | 9.4k | $244k | 21% | Mar 2026 |
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| Arizona State Retirement System | 9.3k | $243k | -1% | Mar 2026 |
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| Bnp Paribas Arbitrage, Snc | 9.0k | $235k | 6% | Mar 2026 |
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| Aspire Capital Advisors | 8.8k | $228k | 0% | Mar 2026 |
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| Intech Investment Management | 8.7k | $227k | -38% | Mar 2026 |
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| Teachers Retirement System Of The State Of Kentucky | 8.6k | $224k | 0% | Mar 2026 |
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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 | $209k | 0% | Mar 2026 |
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| Klp Kapitalforvaltning As | 7.3k | $190k | 0% | Mar 2026 |
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| Vanguard Investments Australia | 6.8k | $177k | 100% | Mar 2026 |
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| Aster Capital Management | 6.2k | $151k | 100% | Mar 2026 |
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| CGC Financial Services | 6.2k | $160k | 0% | Mar 2026 |
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| FMR | 6.0k | $142k | -8% | Dec 2025 |
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| GAMMA Investing | 5.8k | $151k | 12% | Mar 2026 |
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| DekaBank Deutsche Girozentrale | 3.8k | $99k | 0% | Mar 2026 |
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| Summit Investment Advisors | 2.9k | $74k | 0% | Mar 2026 |
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| Parkside Financial Bank & Trust | 2.4k | $62k | 2497% | Mar 2026 |
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| Tower Research Capital | 2.3k | $55k | 23% | Dec 2025 |
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| EverSource Wealth Advisors | 2.0k | $52k | 2% | Mar 2026 |
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| Pinnacle Wealth Planning Services | 2.0k | $51k | 4% | Mar 2026 |
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| McIlrath & Eck | 1.7k | $44k | 0% | Mar 2026 |
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| Hanson McClain Advisors | 1.3k | $31k | -1% | Dec 2025 |
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| Pnc Financial Services | 1.2k | $32k | 2% | Mar 2026 |
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| Sterling Capital Management | 1.1k | $29k | -44% | Mar 2026 |
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| NISA Investment Advisors | 982.00 | $26k | 9% | Mar 2026 |
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| Hantz Financial Services | 980.00 | $25k | -6% | Mar 2026 |
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| Salomon & Ludwin | 842.00 | $22k | 113% | Mar 2026 |
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| Rockefeller Capital Management | 620.00 | $16k | 2% | Mar 2026 |
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| Ohio Pers | 595.00 | $14k | 0% | Dec 2025 |
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| Advisor Group Holdings | 563.00 | $13k | -28% | Dec 2025 |
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| Quadrant Capital | 514.00 | $13k | 0% | Mar 2026 |
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| Larson Financial Group | 468.00 | $11k | -48% | Dec 2025 |
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| Versant Capital Management | 441.00 | $12k | 54% | Mar 2026 |
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| Bnp Paribas Investment Partners | 427.00 | $10k | 51% | Dec 2025 |
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| First Horizon National Corp | 395.00 | $10k | 0% | Mar 2026 |
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| Massmutual Trust | 383.00 | $10k | -50% | Mar 2026 |
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| Thomas Stevens, CFA" | 184.00 | $4.8k | -77% | Mar 2026 |
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| Zions Bancorporation, National Association | 97.00 | $2.5k | -99% | Mar 2026 |
|
| Smartleaf Asset Management | 76.00 | $1.9k | -91% | Mar 2026 |
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Who sold out of Heritage Financial Corporation?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Two Sigma Advisers | Dec 2025 | 202k | $4.8M |
| Citadel Advisors | Dec 2025 | 99k | $2.3M |
| Jane Street | Dec 2025 | 50k | $1.2M |
| Susquehanna International | Sep 2025 | 45k | $1.1M |
| Jpmorgan Chase & Co | Sep 2025 | 37k | $895k |
| Y-Intercept | Dec 2025 | 17k | $398k |
| Tudor Investment Corporation | Dec 2025 | 14k | $326k |
| Verition Fund Management | Sep 2025 | 8.7k | $210k |
| New York State Teachers Retirement System | Dec 2025 | 5.3k | $125k |
| Aquatic Capital Management | Dec 2025 | 4.6k | $108k |