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Heritage Financial Corporation (HFWA)

NasdaqGS - NasdaqGS Real-time price. Currency in USD
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18.55+0.29 (+1.59%)
As of 11:10AM EDT. Market open.
Insider roster
Insider transactions

Major holders

Currency in USD
Breakdown
1.81%% of shares held by all insiders
80.82%% of shares held by institutions
82.31%% of float held by institutions
239Number of institutions holding shares

Top institutional holders

HolderSharesDate reported% outValue
Blackrock Inc.5,072,30630 Dec 202314.64%94,091,272
Vanguard Group Inc2,675,47830 Dec 20237.72%49,630,114
Alliancebernstein L.P.1,991,27830 Dec 20235.75%36,938,205
Dimensional Fund Advisors LP1,733,72230 Dec 20235.00%32,160,541
State Street Corporation1,616,41430 Dec 20234.66%29,984,478
Charles Schwab Investment Management, Inc.1,008,65630 Dec 20232.91%18,710,568
Bank Of New York Mellon Corporation1,003,03030 Mar 20242.89%18,606,205
Goldman Sachs Group Inc932,17730 Dec 20232.69%17,291,882
Geode Capital Management, LLC773,79430 Dec 20232.23%14,353,878
Ameriprise Financial, Inc.526,42930 Dec 20231.52%9,765,257

Top mutual fund holders

HolderSharesDate reported% outValue
iShares Core S&P Smallcap ETF2,313,74430 Mar 20246.68%42,919,949
Vanguard Total Stock Market Index Fund1,102,41230 Dec 20233.18%20,449,741
iShares Russell 2000 ETF750,37930 Mar 20242.17%13,919,529
Schwab Strategic Tr-Schwab U.S. Dividend Equity ETF554,11028 Feb 20241.60%10,278,740
Vanguard Extended Market Index Fund501,85230 Dec 20231.45%9,309,354
iShares S&P Smallcap 600 Value ETF404,52530 Mar 20241.17%7,503,938
Heartland Value Fund400,00030 Dec 20231.15%7,419,999
Fidelity Small Cap Index Fund356,71928 Feb 20241.03%6,617,137
AB Cap Fd.-AB Small Cap Value Port354,73628 Feb 20241.02%6,580,352
Lord Abbett Research Fund, Small-Cap Value Series327,83828 Feb 20240.95%6,081,394