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Heritage Financial Corporation (HFWA)

NasdaqGS - NasdaqGS Real Time Price. Currency in USD
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18.89+0.05 (+0.27%)
At close: 04:00PM EDT
18.89 0.00 (0.00%)
After hours: 04:20PM EDT
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Major Holders

Currency in USD
Breakdown
1.81%% of Shares Held by All Insider
82.13%% of Shares Held by Institutions
83.64%% of Float Held by Institutions
239Number of Institutions Holding Shares

Top Institutional Holders

HolderSharesDate Reported% OutValue
Blackrock Inc.5,072,306Dec 30, 202314.64%95,815,857
Vanguard Group Inc2,675,478Dec 30, 20237.72%50,539,777
Alliancebernstein L.P.1,991,278Dec 30, 20235.75%37,615,240
Dimensional Fund Advisors LP1,733,722Dec 30, 20235.00%32,750,007
State Street Corporation1,616,414Dec 30, 20234.66%30,534,059
Charles Schwab Investment Management, Inc.1,008,656Dec 30, 20232.91%19,053,511
Bank Of New York Mellon Corporation1,003,030Mar 30, 20242.89%18,947,236
Goldman Sachs Group Inc932,177Dec 30, 20232.69%17,608,822
Geode Capital Management, LLC773,794Dec 30, 20232.23%14,616,968
Jennison Associates LLC753,570Mar 30, 20242.17%14,234,936

Top Mutual Fund Holders

HolderSharesDate Reported% OutValue
iShares Core S&P Smallcap ETF2,313,744Mar 30, 20246.68%43,706,622
Vanguard Total Stock Market Index Fund1,102,412Dec 30, 20233.18%20,824,562
iShares Russell 2000 ETF750,379Mar 30, 20242.17%14,174,658
Schwab Strategic Tr-Schwab U.S. Dividend Equity ETF554,110Feb 28, 20241.60%10,467,137
Vanguard Extended Market Index Fund501,852Dec 30, 20231.45%9,479,983
iShares S&P Smallcap 600 Value ETF404,525Mar 30, 20241.17%7,641,477
Heartland Value Fund400,000Mar 30, 20241.15%7,555,999
Fidelity Small Cap Index Fund356,719Feb 28, 20241.03%6,738,421
AB Cap Fd.-AB Small Cap Value Port354,736Mar 30, 20241.02%6,700,962
Lord Abbett Research Fund, Small-Cap Value Series327,838Feb 28, 20240.95%6,192,859