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Heritage Financial Corporation (HFWA)

NasdaqGS - NasdaqGS Real-time price. Currency in USD
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17.87+0.32 (+1.82%)
As of 10:52AM EDT. Market open.

Major holders

Currency in USD
Breakdown
1.81%% of shares held by all insiders
80.96%% of shares held by institutions
82.45%% of float held by institutions
242Number of institutions holding shares

Top institutional holders

HolderSharesDate reported% outValue
Blackrock Inc.5,072,30630 Dec 202314.64%90,642,112
Vanguard Group Inc2,675,47830 Dec 20237.72%47,810,794
Alliancebernstein L.P.1,991,27830 Dec 20235.75%35,584,139
Dimensional Fund Advisors LP1,733,72230 Dec 20235.00%30,981,613
State Street Corporation1,616,41430 Dec 20234.66%28,885,319
Bank Of New York Mellon Corporation1,067,10730 Dec 20233.08%19,069,202
Charles Schwab Investment Management, Inc.1,008,65630 Dec 20232.91%18,024,683
Goldman Sachs Group Inc932,17730 Dec 20232.69%16,658,003
Geode Capital Management, LLC773,79430 Dec 20232.23%13,827,699
Ameriprise Financial, Inc.526,42930 Dec 20231.52%9,407,286

Top mutual fund holders

HolderSharesDate reported% outValue
iShares Core S&P Smallcap ETF2,313,74428 Feb 20246.68%41,346,607
Vanguard Total Stock Market Index Fund1,102,41230 Dec 20233.18%19,700,103
iShares Russell 2000 ETF750,37928 Feb 20242.17%13,409,273
Schwab Strategic Tr-Schwab U.S. Dividend Equity ETF562,55829 Nov 20231.62%10,052,911
Vanguard Extended Market Index Fund501,85230 Dec 20231.45%8,968,095
iShares S&P Smallcap 600 Value ETF404,52528 Feb 20241.17%7,228,862
Heartland Value Fund400,00030 Dec 20231.15%7,148,000
Fidelity Small Cap Index Fund351,92530 Jan 20241.02%6,288,900
AB Cap Fd.-AB Small Cap Value Port354,73628 Feb 20241.02%6,339,132
SPDR Portfolio S&P 600 Small Cap ETF320,72928 Feb 20240.93%5,731,427