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

Q2 2025 13F Holders as of 30 Jun 2025

Type / Class
Equity / Common Stock
Shares outstanding
34,128,525
Number of holders
171
Total 13F shares, excl. options
28,761,394
Shares change
+222,607
Total reported value, excl. options
$685,589,722
Value change
+$5,074,375
Number of buys
72
Number of sells
81
Price
$23.84

Institutional Holders of HERITAGE FINANCIAL CORP /WA/ - Common Stock (HFWA) as of Q2 2025

As of 30 Jun 2025 HERITAGE FINANCIAL CORP /WA/ - Common Stock (HFWA) had 171 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC). These institutions held a total of 28,761,394 shares of stock of the company.
Largest 10 holders included BlackRock, Inc., JENNISON ASSOCIATES LLC, VANGUARD GROUP INC, VICTORY CAPITAL MANAGEMENT INC, DIMENSIONAL FUND ADVISORS LP, STATE STREET CORP, ALLIANCEBERNSTEIN L.P., GEODE CAPITAL MANAGEMENT, LLC, ARROWSTREET CAPITAL, LIMITED PARTNERSHIP, and NORTHERN TRUST CORP.
This table shows 171 institutional shareholders of the security as of 30 Jun 2025.
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.