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Heritage Financial Corporation (HFWA)

NasdaqGS - NasdaqGS Real Time Price. Currency in USD
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17.87-0.22 (-1.22%)
At close: 04:00PM EDT
17.87 0.00 (0.00%)
After hours: 04:16PM EDT
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Major Holders

Currency in USD
Breakdown
1.81%% of Shares Held by All Insider
80.78%% of Shares Held by Institutions
82.27%% of Float Held by Institutions
241Number of Institutions Holding Shares

Top Institutional Holders

HolderSharesDate Reported% OutValue
Blackrock Inc.5,072,306Dec 30, 202314.64%90,642,112
Vanguard Group Inc2,675,478Dec 30, 20237.72%47,810,794
Alliancebernstein L.P.1,991,278Dec 30, 20235.75%35,584,139
Dimensional Fund Advisors LP1,733,722Dec 30, 20235.00%30,981,613
State Street Corporation1,616,414Dec 30, 20234.66%28,885,319
Bank Of New York Mellon Corporation1,067,107Dec 30, 20233.08%19,069,202
Charles Schwab Investment Management, Inc.1,008,656Dec 30, 20232.91%18,024,683
Goldman Sachs Group Inc932,177Dec 30, 20232.69%16,658,003
Geode Capital Management, LLC773,794Dec 30, 20232.23%13,827,699
Ameriprise Financial, Inc.526,429Dec 30, 20231.52%9,407,286

Top Mutual Fund Holders

HolderSharesDate Reported% OutValue
iShares Core S&P Smallcap ETF2,313,744Mar 30, 20246.68%41,346,607
Vanguard Total Stock Market Index Fund1,102,412Dec 30, 20233.18%19,700,103
iShares Russell 2000 ETF750,379Feb 28, 20242.17%13,409,273
Schwab Strategic Tr-Schwab U.S. Dividend Equity ETF554,110Feb 28, 20241.60%9,901,946
Vanguard Extended Market Index Fund501,852Dec 30, 20231.45%8,968,095
iShares S&P Smallcap 600 Value ETF404,525Mar 30, 20241.17%7,228,862
Heartland Value Fund400,000Dec 30, 20231.15%7,148,000
Fidelity Small Cap Index Fund351,925Jan 30, 20241.02%6,288,900
AB Cap Fd.-AB Small Cap Value Port354,736Feb 28, 20241.02%6,339,132
SPDR Portfolio S&P 600 Small Cap ETF320,729Feb 28, 20240.93%5,731,427