Q1 2024 13F Holders as of 3/31/2024
-
Type / Class
-
Equity / Common Stock
-
Shares outstanding
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34.1M
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Number of holders
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144
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Total 13F shares, excl. options
-
28.1M
-
Shares change
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+821K
-
Total reported value, excl. options
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$544M
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Value change
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+$13.6M
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Put/Call ratio
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1.75
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Number of buys
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56
-
Number of sells
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-77
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Price
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$19.39
Significant Holders of HERITAGE FINANCIAL CORP /WA/ - Common Stock (HFWA) as of Q1 2024
173 filings reported holding HFWA - HERITAGE FINANCIAL CORP /WA/ - Common Stock as of Q1 2024.
HERITAGE FINANCIAL CORP /WA/ - Common Stock (HFWA) has 144 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 28.1M shares
of 34.1M outstanding shares and own 82.27% of the company stock.
Largest 10 shareholders include BlackRock Inc. (5.12M shares), VANGUARD GROUP INC (2.49M shares), ALLIANCEBERNSTEIN L.P. (1.93M shares), DIMENSIONAL FUND ADVISORS LP (1.85M shares), STATE STREET CORP (1.66M shares), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (1.28M shares), Bank of New York Mellon Corp (1M shares), GOLDMAN SACHS GROUP INC (940K shares), GEODE CAPITAL MANAGEMENT, LLC (785K shares), and JENNISON ASSOCIATES LLC (754K shares).
This table shows the top 144 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.