Australia markets open in 3 hours 53 minutes

Heritage Financial Corporation (HFWA)

NasdaqGS - NasdaqGS Real-time price. Currency in USD
Add to watchlist
21.90+0.07 (+0.32%)
As of 03:05PM EDT. Market open.
Insider roster
Insider transactions

Major holders

Currency in USD
Breakdown
1.90%% of shares held by all insiders
82.11%% of shares held by institutions
83.70%% of float held by institutions
241Number of institutions holding shares

Top institutional holders

HolderSharesDate reported% outValue
Blackrock Inc.4,981,88029 June 202414.44%109,103,170
Vanguard Group Inc2,490,12029 June 20247.22%54,533,627
Dimensional Fund Advisors LP1,934,85229 June 20245.61%42,373,258
Alliancebernstein L.P.1,701,66429 June 20244.93%37,266,440
State Street Corporation1,590,95129 June 20244.61%34,841,826
Charles Schwab Investment Management, Inc.1,260,46429 June 20243.65%27,604,161
Jennison Associates LLC1,015,80129 June 20242.94%22,246,041
Bank Of New York Mellon Corporation896,30929 June 20242.60%19,629,166
Geode Capital Management, LLC808,75929 June 20242.34%17,711,821
Ameriprise Financial, Inc.557,22529 June 20241.62%12,203,227

Top mutual fund holders

HolderSharesDate reported% outValue
iShares Core S&P Smallcap ETF2,202,76329 Sept 20246.39%48,240,508
Vanguard Total Stock Market Index Fund1,104,10129 June 20243.20%24,179,811
iShares Russell 2000 ETF816,17830 Aug 20242.37%17,874,297
Schwab Strategic Tr-Schwab U.S. Dividend Equity ETF798,35630 May 20242.31%17,483,996
PGIM Jennison Small Company Fd717,38430 Aug 20242.08%15,710,709
Vanguard Extended Market Index Fund542,08529 June 20241.57%11,871,661
Heartland Value Fund400,00029 June 20241.16%8,759,999
AB Cap Fd.-AB Small Cap Value Port384,37630 Aug 20241.11%8,417,834
iShares S&P Smallcap 600 Value ETF362,21829 Sept 20241.05%7,932,574
Fidelity Small Cap Index Fund357,29930 July 20241.04%7,824,847