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Heritage Financial
HFWA
29.290
0.21% ( +0.060 )
Closed: Sep 4, 16:00:01 (EDT)
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Overview
Overview
Options
Options
News
News
Posts
Posts
Financials
Financials
Forecast
Forecast
Valuation
Valuation
Shareholders
Shareholders
Profile
Profile
All Shareholders
Institutional Holders
Insiders
All Shareholders
Shareholder Type
Institutions
81.63%
Public and others
16.77%
Individuals & Insiders
1.58%
State-owned enterprises
0.02%
Major Shareholders
Latest
Major Shareholders Latest
Shareholder
% Held
Shares Held
Change %
Shares Changed
Report Date
BlackRock, Inc.
14.20%
5.81M
0.72%
+249.33K
06/30/2026
Jennison Associates LLC
8.65%
3.54M
0.86%
+324.69K
06/30/2026
Victory Capital Management Inc.
5.77%
2.36M
0.22%
-108.40K
06/30/2026
Vanguard Capital Management, LLC
5.16%
2.11M
0.03%
-5.31K
06/30/2026
Dimensional Fund Advisors LP
5.00%
2.04M
0.25%
+87.92K
06/30/2026
State Street Investment Management
4.84%
1.98M
0.49%
+185.73K
06/30/2026
AllianceBernstein L.P.
2.78%
1.14M
<0.01%
-8.44K
06/30/2026
Geode Capital Management, LLC
2.70%
1.10M
0.43%
+168.97K
06/30/2026
Vanguard Portfolio Management, LLC
1.83%
749.71K
0.25%
+96.02K
06/30/2026
Basswood Capital Management, L.L.C.
1.68%
689.01K
0.01%
-9.89K
06/30/2026
Boston Partners Global Investors, Inc.
1.65%
677.11K
0.02%
-13.21K
06/30/2026
Wellington Management Group LLP
1.29%
528.11K
0.23%
-100.21K
06/30/2026
Bridgeway Capital Management, LLC
1.17%
480.32K
0.07%
+25.67K
06/30/2026
Algebris (UK) Limited
1.15%
469.40K
0.11%
-49.01K
06/30/2026
Northern Trust Global Investments
1.08%
440.62K
0.08%
+27.51K
06/30/2026
Charles Schwab Investment Management, Inc.
0.98%
399.44K
0.06%
+22.39K
06/30/2026
BNY Asset Management
0.98%
398.96K
0.06%
+19.57K
06/30/2026
Two Sigma Investments, LP
0.95%
389.21K
0.24%
-101.20K
06/30/2026
Rhino Investment Partners, Inc.
0.91%
373.46K
0.11%
+43.00K
06/30/2026
Manulife Asset Management
0.75%
308.64K
<0.01%
-713.00
06/30/2026