NasdaqGS - Nasdaq Real Time Price USD
Heritage Financial Corporation (HFWA)
23.23
+0.08
+(0.35%)
As of 2:47:40 PM EDT. Market Open.
Major Holders
| Breakdown | |
|---|---|
| 1.64% | % of Shares Held by All Insider |
| 85.67% | % of Shares Held by Institutions |
| 87.10% | % of Float Held by Institutions |
| 262 | Number of Institutions Holding Shares |
Top Institutional Holders
| Holder | Shares | Date Reported | % Out | Value |
|---|---|---|---|---|
| Blackrock Inc. | 4.95M | Mar 31, 2025 | 14.50% | 114,894,044 |
| Jennison Associates LLC | 2.75M | Mar 31, 2025 | 8.07% | 63,931,606 |
| Vanguard Group Inc | 2.41M | Mar 31, 2025 | 7.07% | 55,996,750 |
| Dimensional Fund Advisors LP | 2.07M | Mar 31, 2025 | 6.07% | 48,057,410 |
| State Street Corporation | 1.53M | Mar 31, 2025 | 4.50% | 35,655,029 |
| Victory Capital Management Inc. | 1.48M | Mar 31, 2025 | 4.34% | 34,403,559 |
| Alliancebernstein L.P. | 1.38M | Mar 31, 2025 | 4.05% | 32,114,847 |
| Geode Capital Management, LLC | 824.58k | Mar 31, 2025 | 2.42% | 19,155,039 |
| Arrowstreet Capital, Limited Partnership | 444.88k | Mar 31, 2025 | 1.30% | 10,334,469 |
| Morgan Stanley | 431.88k | Mar 31, 2025 | 1.27% | 10,032,618 |
Top Mutual Fund Holders
| Holder | Shares | Date Reported | % Out | Value |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | 2.1M | Mar 31, 2025 | 6.17% | 48,869,252 |
| Prudential Jennison Small Co Fd., Inc.-PGIM JENNISON SMALL COMPANY Fd. | 1.25M | Mar 31, 2025 | 3.67% | 29,056,338 |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 1.08M | Dec 31, 2024 | 3.16% | 25,027,885 |
| SCHWAB STRATEGIC TRUST-Schwab U.S. Dividend Equity ETF | 901.24k | Feb 28, 2025 | 2.64% | 20,935,781 |
| iShares Trust-iShares Russell 2000 ETF | 870.22k | Mar 31, 2025 | 2.55% | 20,215,117 |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 535.49k | Dec 31, 2024 | 1.57% | 12,439,455 |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. SMALL CAP VALUE PORTFOLIO | 403.42k | Jan 31, 2025 | 1.18% | 9,371,516 |
| iShares Trust-iShares S&P Small-Cap 600 Value ETF | 347.94k | Mar 31, 2025 | 1.02% | 8,082,529 |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | 335.28k | Feb 28, 2025 | 0.98% | 7,788,623 |
| LORD ABBETT RESEARCH FUND INC-Small-Cap Value Series | 316.15k | Feb 28, 2025 | 0.93% | 7,344,141 |
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