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Heritage Financial Corporation (HFWA)

NasdaqGS - NasdaqGS Real Time Price. Currency in USD
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18.85+0.73 (+4.03%)
As of 02:23PM EDT. Market open.
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Major Holders

Currency in USD
Breakdown
1.81%% of Shares Held by All Insider
80.96%% of Shares Held by Institutions
82.45%% of Float Held by Institutions
242Number of Institutions Holding Shares

Top Institutional Holders

HolderSharesDate Reported% OutValue
Blackrock Inc.5,072,306Dec 30, 202314.64%95,612,970
Vanguard Group Inc2,675,478Dec 30, 20237.72%50,432,761
Alliancebernstein L.P.1,991,278Dec 30, 20235.75%37,535,591
Dimensional Fund Advisors LP1,733,722Dec 30, 20235.00%32,680,660
State Street Corporation1,616,414Dec 30, 20234.66%30,469,404
Bank Of New York Mellon Corporation1,067,107Dec 30, 20233.08%20,114,967
Charles Schwab Investment Management, Inc.1,008,656Dec 30, 20232.91%19,013,165
Goldman Sachs Group Inc932,177Dec 30, 20232.69%17,571,536
Geode Capital Management, LLC773,794Dec 30, 20232.23%14,586,017
Ameriprise Financial, Inc.526,429Dec 30, 20231.52%9,923,186

Top Mutual Fund Holders

HolderSharesDate Reported% OutValue
iShares Core S&P Smallcap ETF2,313,744Feb 28, 20246.68%43,614,075
Vanguard Total Stock Market Index Fund1,102,412Dec 30, 20233.18%20,780,466
iShares Russell 2000 ETF750,379Feb 28, 20242.17%14,144,644
Schwab Strategic Tr-Schwab U.S. Dividend Equity ETF562,558Nov 29, 20231.62%10,604,218
Vanguard Extended Market Index Fund501,852Dec 30, 20231.45%9,459,910
iShares S&P Smallcap 600 Value ETF404,525Feb 28, 20241.17%7,625,296
Heartland Value Fund400,000Dec 30, 20231.15%7,540,000
Fidelity Small Cap Index Fund351,925Jan 30, 20241.02%6,633,786
AB Cap Fd.-AB Small Cap Value Port354,736Feb 28, 20241.02%6,686,773
SPDR Portfolio S&P 600 Small Cap ETF320,729Feb 28, 20240.93%6,045,741