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

Q4 2024 13F Holders as of 12/31/2024

Type / Class
Equity / Common Stock
Shares outstanding
34.1M
Number of holders
168
Total 13F shares, excl. options
27.7M
Shares change
+35.6K
Total reported value, excl. options
$679M
Value change
+$1.45M
Put/Call ratio
3.5
Number of buys
69
Number of sells
-76
Price
$24.50

Significant Holders of HERITAGE FINANCIAL CORP /WA/ - Common Stock (HFWA) as of Q4 2024

185 filings reported holding HFWA - HERITAGE FINANCIAL CORP /WA/ - Common Stock as of Q4 2024.
HERITAGE FINANCIAL CORP /WA/ - Common Stock (HFWA) has 168 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 81.18% of the company stock.
Largest 10 shareholders include BlackRock, Inc. (5.04M shares), VANGUARD GROUP INC (2.44M shares), JENNISON ASSOCIATES LLC (2.21M shares), DIMENSIONAL FUND ADVISORS LP (2.07M shares), STATE STREET CORP (1.66M shares), ALLIANCEBERNSTEIN L.P. (1.5M shares), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (1.25M shares), GEODE CAPITAL MANAGEMENT, LLC (800K shares), MORGAN STANLEY (456K shares), and NORTHERN TRUST CORP (434K shares).
This table shows the top 168 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.