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

Q2 2023 13F Holders as of 6/30/2023

Type / Class
Equity / Common Stock
Shares outstanding
34.1M
Number of holders
156
Total 13F shares, excl. options
26.6M
Shares change
-250K
Total reported value, excl. options
$430M
Value change
-$10.5M
Put/Call ratio
2
Number of buys
79
Number of sells
-71
Price
$16.17

Significant Holders of HERITAGE FINANCIAL CORP /WA/ - Common Stock (HFWA) as of Q2 2023

178 filings reported holding HFWA - HERITAGE FINANCIAL CORP /WA/ - Common Stock as of Q2 2023.
HERITAGE FINANCIAL CORP /WA/ - Common Stock (HFWA) has 156 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 26.6M shares of 34.1M outstanding shares and own 77.87% of the company stock.
Largest 10 shareholders include BlackRock Inc. (5.11M shares), VANGUARD GROUP INC (2.65M shares), ALLIANCEBERNSTEIN L.P. (1.92M shares), DIMENSIONAL FUND ADVISORS LP (1.83M shares), STATE STREET CORP (1.64M shares), GOLDMAN SACHS GROUP INC (1.17M shares), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (938K shares), GEODE CAPITAL MANAGEMENT, LLC (712K shares), AMERIPRISE FINANCIAL INC (517K shares), and NORTHERN TRUST CORP (473K shares).
This table shows the top 156 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.