Q1 2025 13F Holders as of 3/31/2025
-
Type / Class
-
Equity / Common Stock
-
Shares outstanding
-
34.1M
-
Number of holders
-
179
-
Total 13F shares, excl. options
-
28.6M
-
Shares change
-
+879K
-
Total reported value, excl. options
-
$695M
-
Value change
-
+$21.3M
-
Put/Call ratio
-
0.27
-
Number of buys
-
80
-
Number of sells
-
-79
-
Price
-
$24.33
Significant Holders of HERITAGE FINANCIAL CORP /WA/ - Common Stock (HFWA) as of Q1 2025
197 filings reported holding HFWA - HERITAGE FINANCIAL CORP /WA/ - Common Stock as of Q1 2025.
HERITAGE FINANCIAL CORP /WA/ - Common Stock (HFWA) has 179 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 28.6M shares
of 34.1M outstanding shares and own 83.71% of the company stock.
Largest 10 shareholders include BlackRock, Inc. (4.95M shares), JENNISON ASSOCIATES LLC (2.75M shares), VANGUARD GROUP INC (2.41M shares), DIMENSIONAL FUND ADVISORS LP (2.07M shares), STATE STREET CORP (1.53M shares), VICTORY CAPITAL MANAGEMENT INC (1.48M shares), ALLIANCEBERNSTEIN L.P. (1.38M shares), GEODE CAPITAL MANAGEMENT, LLC (825K shares), ARROWSTREET CAPITAL, LIMITED PARTNERSHIP (445K shares), and MORGAN STANLEY (432K shares).
This table shows the top 179 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.