Who Owns HFWA?
Heritage Financial Corporation — Institutional Ownership & 13F Holdings
$27.13
-0.47 (-1.69%)
Market Cap
$941.7M
Shares Outstanding
33,997,353
Institutional Holders
178
Total Inst. Value
$652.5M
% of Float Held
85.7%
QoQ Holder Change
+53
Institutional data as of Q1 2025
New Positions
38
Closed Positions
22
Increased
53
Decreased
60
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | BlackRock, Inc. | $120.3M | 4,945,934 |
| 2 | JENNISON ASSOCIATES LLC | $67.0M | 2,752,114 |
| 3 | VANGUARD GROUP INC | $58.6M | 2,410,536 |
| 4 | DIMENSIONAL FUND ADVISORS LP | $50.3M | 2,068,765 |
| 5 | STATE STREET CORP | $37.3M | 1,534,870 |
| 6 | VICTORY CAPITAL MANAGEMENT INC | $36.0M | 1,480,997 |
| 7 | ALLIANCEBERNSTEIN L.P. | $33.6M | 1,382,473 |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $20.1M | 824,582 |
| 9 | MORGAN STANLEY | $10.5M | 431,882 |
| 10 | NORTHERN TRUST CORP | $10.0M | 412,199 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| JENNISON ASSOCIATES LLC | +545K | $67.0M |
| DIMENSIONAL FUND ADVISORS LP | +411 | $50.3M |
| VICTORY CAPITAL MANAGEMENT INC | +1.5M | $36.0M |
| GEODE CAPITAL MANAGEMENT, LLC | +25K | $20.1M |
| AMERIPRISE FINANCIAL INC | +6K | $9.4M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| MARTIN & CO INC /TN/ | -27.0M | $3.2M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | -926K | $8K |
| GOLDMAN SACHS GROUP INC | -211K | $3.9M |
| STATE STREET CORP | -122K | $37.3M |
| ALLIANCEBERNSTEIN L.P. | -114K | $33.6M |
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Frequently Asked Questions
How many institutional investors hold HFWA?
As of Q1 2025, 178 institutional investors report holding HFWA (Heritage Financial Corporation) in their 13F filings.
What percentage of Heritage Financial Corporation is owned by institutions?
Institutional investors hold approximately 85.7% of Heritage Financial Corporation's float as reported in SEC 13F filings.
Which hedge fund owns the most HFWA?
The largest institutional holder of HFWA is BlackRock, Inc. with $120.3M in shares.
Are institutions buying or selling HFWA?
This quarter, 38 institutions opened new positions in HFWA and 22 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.