Q2 2024 13F Holders as of 6/30/2024
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Type / Class
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Equity / Common Stock
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Shares outstanding
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34.1M
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Number of holders
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164
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Total 13F shares, excl. options
-
27.5M
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Shares change
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-667K
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Total reported value, excl. options
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$496M
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Value change
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-$12.7M
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Put/Call ratio
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2.43
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Number of buys
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78
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Number of sells
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-75
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Price
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$18.03
Significant Holders of HERITAGE FINANCIAL CORP /WA/ - Common Stock (HFWA) as of Q2 2024
179 filings reported holding HFWA - HERITAGE FINANCIAL CORP /WA/ - Common Stock as of Q2 2024.
HERITAGE FINANCIAL CORP /WA/ - Common Stock (HFWA) has 164 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 27.5M shares
of 34.1M outstanding shares and own 80.62% of the company stock.
Largest 10 shareholders include BlackRock Inc. (4.98M shares), VANGUARD GROUP INC (2.49M shares), DIMENSIONAL FUND ADVISORS LP (1.93M shares), ALLIANCEBERNSTEIN L.P. (1.7M shares), STATE STREET CORP (1.59M shares), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (1.26M shares), JENNISON ASSOCIATES LLC (1.02M shares), Bank of New York Mellon Corp (896K shares), GEODE CAPITAL MANAGEMENT, LLC (809K shares), and AMERIPRISE FINANCIAL INC (557K shares).
This table shows the top 164 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.