Q3 2024 13F Holders as of 9/30/2024
-
Type / Class
-
Equity / Common Stock
-
Shares outstanding
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34.1M
-
Number of holders
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164
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Total 13F shares, excl. options
-
27.7M
-
Shares change
-
+108K
-
Total reported value, excl. options
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$602M
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Value change
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+$4.19M
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Put/Call ratio
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0.44
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Number of buys
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63
-
Number of sells
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-83
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Price
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$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.