Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / Common Stock
-
Shares outstanding
-
34,128,525
-
Number of holders
-
168
-
Total 13F shares, excl. options
-
29,190,820
-
Shares change
-
+424,865
-
Total reported value, excl. options
-
$706,049,426
-
Value change
-
+$10,396,959
-
Number of buys
-
69
-
Number of sells
-
84
-
Price
-
$24.19
Institutional Holders of HERITAGE FINANCIAL CORP /WA/ - Common Stock (HFWA) as of Q3 2025
As of 30 Sep 2025 HERITAGE FINANCIAL CORP /WA/ - Common Stock (HFWA) had 188 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 29,190,820 shares of stock of the company.
Largest 10 holders included BlackRock, Inc., JENNISON ASSOCIATES LLC, VICTORY CAPITAL MANAGEMENT INC, VANGUARD GROUP INC, DIMENSIONAL FUND ADVISORS LP, STATE STREET CORP, ALLIANCEBERNSTEIN L.P., GEODE CAPITAL MANAGEMENT, LLC, ARROWSTREET CAPITAL, LIMITED PARTNERSHIP, and WELLINGTON MANAGEMENT GROUP LLP.
This table shows 188 institutional shareholders of the security as of 30 Sep 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.