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Heritage Financial Corporation (HFWA)

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22.68 -0.39 (-1.67%)
As of 12:11 PM EDT. Market Open.

Major Holders

Breakdown
1.90% % of Shares Held by All Insider
82.02% % of Shares Held by Institutions
83.61% % of Float Held by Institutions
242 Number of Institutions Holding Shares

Top Institutional Holders

HolderSharesDate Reported% OutValue
Blackrock Inc. 4.98M Jun 30, 2024 14.44% 113,013,945
Vanguard Group Inc 2.49M Jun 30, 2024 7.22% 56,488,370
Dimensional Fund Advisors LP 1.93M Jun 30, 2024 5.61% 43,892,116
Alliancebernstein L.P. 1.7M Jun 30, 2024 4.93% 38,602,246
State Street Corporation 1.59M Jun 30, 2024 4.61% 36,090,722
Charles Schwab Investment Management, Inc. 1.26M Jun 30, 2024 3.65% 28,593,625
Jennison Associates LLC 1.02M Jun 30, 2024 2.94% 23,043,445
Bank Of New York Mellon Corporation 896.31k Jun 30, 2024 2.60% 20,332,769
Geode Capital Management, LLC 808.76k Jun 30, 2024 2.34% 18,346,697
Ameriprise Financial, Inc. 557.23k Jun 30, 2024 1.62% 12,640,648

Top Mutual Fund Holders

HolderSharesDate Reported% OutValue
iShares Core S&P Smallcap ETF 2.2M Sep 30, 2024 6.39% 49,969,677
Vanguard Total Stock Market Index Fund 1.1M Jun 30, 2024 3.20% 25,046,530
iShares Russell 2000 ETF 816.18k Sep 30, 2024 2.37% 18,514,997
Schwab Strategic Tr-Schwab U.S. Dividend Equity ETF 798.36k May 31, 2024 2.31% 18,110,705
PGIM Jennison Small Company Fd 717.38k Aug 31, 2024 2.08% 16,273,855
Vanguard Extended Market Index Fund 542.09k Jun 30, 2024 1.57% 12,297,197
Heartland Value Fund 400k Jun 30, 2024 1.16% 9,073,999
AB Cap Fd.-AB Small Cap Value Port 384.38k Aug 31, 2024 1.11% 8,719,569
iShares S&P Smallcap 600 Value ETF 362.22k Sep 30, 2024 1.05% 8,216,915
Fidelity Small Cap Index Fund 357.3k Jul 31, 2024 1.04% 8,105,327

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