HERITAGE FINANCIAL CORP /WA/ - Common Stock (HFWA)

Q1 2023 13F Holders as of 3/31/2023

Type / Class
Equity / Common Stock
Shares outstanding
34.1M
Number of holders
153
Total 13F shares, excl. options
27.6M
Shares change
+4.68K
Total reported value, excl. options
$591M
Value change
-$10.1M
Put/Call ratio
4
Number of buys
70
Number of sells
-91
Price
$21.40

Significant Holders of HERITAGE FINANCIAL CORP /WA/ - Common Stock (HFWA) as of Q1 2023

191 filings reported holding HFWA - HERITAGE FINANCIAL CORP /WA/ - Common Stock as of Q1 2023.
HERITAGE FINANCIAL CORP /WA/ - Common Stock (HFWA) has 153 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 27.6M shares of 34.1M outstanding shares and own 80.96% of the company stock.
Largest 10 shareholders include BlackRock Inc. (5.19M shares), VANGUARD GROUP INC (2.63M shares), DIMENSIONAL FUND ADVISORS LP (2.08M shares), ALLIANCEBERNSTEIN L.P. (1.71M shares), STATE STREET CORP (1.52M shares), Invesco Ltd. (1.11M shares), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (874K shares), Bank of New York Mellon Corp (831K shares), GOLDMAN SACHS GROUP INC (775K shares), and GEODE CAPITAL MANAGEMENT, LLC (686K shares).
This table shows the top 153 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
Investor Option Weight % Change % Value $ * Price $ Shares Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.