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Heritage Financial Corporation (HFWA)

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21.22
-1.28
(-5.69%)
As of 2:45:28 PM EDT. Market Open.

Major Holders

Breakdown
1.57% % of Shares Held by All Insider
83.86% % of Shares Held by Institutions
85.20% % of Float Held by Institutions
249 Number of Institutions Holding Shares

Top Institutional Holders

HolderSharesDate Reported% OutValue
Blackrock Inc. 5.04M Dec 31, 2024 14.84% 107,008,912
Vanguard Group Inc 2.44M Dec 31, 2024 7.17% 51,741,042
Jennison Associates LLC 2.21M Dec 31, 2024 6.49% 46,827,573
Dimensional Fund Advisors LP 2.07M Dec 31, 2024 6.09% 43,890,470
State Street Corporation 1.66M Dec 31, 2024 4.87% 35,153,963
Alliancebernstein L.P. 1.5M Dec 31, 2024 4.40% 31,759,209
Charles Schwab Investment Management, Inc. 1.25M Dec 31, 2024 3.68% 26,522,983
Geode Capital Management, LLC 799.97k Dec 31, 2024 2.35% 16,975,256
Morgan Stanley 455.92k Dec 31, 2024 1.34% 9,674,643
Northern Trust Corporation 433.68k Dec 31, 2024 1.28% 9,202,646

Top Mutual Fund Holders

HolderSharesDate Reported% OutValue
iShares Trust-iShares Core S&P Small-Cap ETF 2.18M Feb 28, 2025 6.41% 46,241,179
Prudential Jennison Small Co Fd., Inc.-PGIM JENNISON SMALL COMPANY Fd. 1.25M Feb 28, 2025 3.68% 26,542,208
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund 1.08M Dec 31, 2024 3.17% 22,862,321
SCHWAB STRATEGIC TRUST-Schwab U.S. Dividend Equity ETF 876.38k Nov 30, 2024 2.58% 18,596,761
iShares Trust-iShares Russell 2000 ETF 870.22k Feb 28, 2025 2.56% 18,465,982
VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund 535.49k Dec 31, 2024 1.58% 11,363,118
DFA INVESTMENT DIMENSIONS GROUP INC-U.S. SMALL CAP VALUE PORTFOLIO 403.42k Jan 31, 2025 1.19% 8,560,635
iShares Trust-iShares S&P Small-Cap 600 Value ETF 353.1k Feb 28, 2025 1.04% 7,492,675
Fidelity Salem Street Trust-Fidelity Small Cap Index Fund 331.75k Jan 31, 2025 0.98% 7,039,734
iShares Trust-iShares Russell 2000 Value ETF 320.69k Feb 28, 2025 0.94% 6,805,126

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