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Heritage Financial
HFWA
29.550
0.97% ( -0.290 )
Closed: Jul 30, 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
80.44%
Public and others
17.91%
Individuals & Insiders
1.63%
State-owned enterprises
0.02%
Major Shareholders
Latest
Major Shareholders Latest
Shareholder
% Held
Shares Held
Change %
Shares Changed
Report Date
BlackRock, Inc.
13.60%
5.56M
0.87%
+648.76K
03/31/2026
Jennison Associates LLC
7.86%
3.21M
1.29%
+106.31K
03/31/2026
Victory Capital Management Inc.
6.04%
2.47M
1.13%
+33.62K
03/31/2026
Dimensional Fund Advisors LP
4.78%
1.96M
1.04%
-22.13K
03/31/2026
Vanguard Capital Management, LLC
4.52%
1.85M
--
+1.85M
03/31/2026
State Street Global Advisors, Inc.
4.39%
1.80M
0.24%
+223.07K
03/31/2026
AllianceBernstein L.P.
2.80%
1.14M
1.05%
-162.04K
03/31/2026
Geode Capital Management, LLC
2.29%
934.80K
0.20%
+92.20K
03/31/2026
Basswood Capital Management, L.L.C.
1.71%
698.90K
0.08%
+91.80K
03/31/2026
Boston Partners Global Investors, Inc.
1.69%
690.32K
0.01%
+0
06/30/2026
Vanguard Portfolio Management, LLC
1.60%
653.69K
--
+653.69K
03/31/2026
Wellington Management Group LLP
1.54%
628.32K
1.25%
+531.29K
03/31/2026
Algebris (UK) Limited
1.27%
518.41K
0.27%
-2.28K
03/31/2026
Two Sigma Investments, LP
1.20%
490.41K
0.41%
+220.92K
03/31/2026
Bridgeway Capital Management, LLC
1.11%
454.66K
0.15%
+27.13K
03/31/2026
Arrowstreet Capital, Limited Partnership
1.06%
433.51K
0.42%
-70.71K
03/31/2026
Northern Trust Global Investments
1.01%
413.12K
0.10%
+36.49K
03/31/2026
BNY Asset Management
0.93%
379.40K
0.15%
+12.87K
03/31/2026
Charles Schwab Investment Management, Inc.
0.92%
377.04K
<0.01%
+0
06/30/2026
Rhino Investment Partners, Inc.
0.81%
330.46K
0.26%
+144.52K
03/31/2026