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

Q3 2024 13F Holders as of 9/30/2024

Type / Class
Equity / Common Stock
Shares outstanding
34.1M
Number of holders
164
Total 13F shares, excl. options
27.7M
Shares change
+108K
Total reported value, excl. options
$602M
Value change
+$4.19M
Put/Call ratio
0.44
Number of buys
63
Number of sells
-83
Price
$21.77

Significant Holders of HERITAGE FINANCIAL CORP /WA/ - Common Stock (HFWA) as of Q3 2024

181 filings reported holding HFWA - HERITAGE FINANCIAL CORP /WA/ - Common Stock as of Q3 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 27.7M shares of 34.1M outstanding shares and own 81.05% of the company stock.
Largest 10 shareholders include BlackRock, Inc. (5M shares), VANGUARD GROUP INC (2.48M shares), DIMENSIONAL FUND ADVISORS LP (2.03M shares), JENNISON ASSOCIATES LLC (1.74M shares), ALLIANCEBERNSTEIN L.P. (1.73M shares), STATE STREET CORP (1.59M shares), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (1.24M shares), GEODE CAPITAL MANAGEMENT, LLC (810K shares), Bank of New York Mellon Corp (678K shares), and AMERIPRISE FINANCIAL INC (556K 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.