Heritage Financial Corp. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 08/07/2026 | 5.81 M | $172.13 M | 4.48% | 14.57% |
| JENNISON ASSOCIATES LLC | 08/03/2026 | 3.54 M | $104.80 M | 10.10% | 8.87% |
| VICTORY CAPITAL MANAGEMENT INC | 08/07/2026 | 2.36 M | $69.93 M | -4.39% | 5.92% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 2.04 M | $60.55 M | 4.49% | 5.13% |
| STATE STREET CORP | 08/07/2026 | 1.98 M | $58.71 M | 10.34% | 4.97% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 1.83 M | $54.34 M | -0.71% | 4.60% |
| ALLIANCEBERNSTEIN L.P. | 08/14/2026 | 1.14 M | $29.55 M | -0.74% | 2.85% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 1.10 M | $32.70 M | 18.08% | 2.77% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 749.71 K | $22.21 M | 14.69% | 1.88% |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 08/14/2026 | 689.01 K | $20.41 M | -1.42% | 1.73% |
| BOSTON PARTNERS | 08/04/2026 | 677.11 K | $20.05 M | -1.91% | 1.70% |
| WELLINGTON MANAGEMENT GROUP LLP | 08/14/2026 | 528.11 K | $15.64 M | -15.95% | 1.32% |
| ALGEBRIS (UK) LTD | 08/11/2026 | 469.40 K | $13.86 M | -9.45% | 1.18% |
| MORGAN STANLEY | 08/13/2026 | 455.99 K | $13.51 M | -4.97% | 1.14% |
| NORTHERN TRUST CORP | 08/13/2026 | 440.62 K | $13.05 M | 6.66% | 1.10% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 399.44 K | $11.83 M | 5.94% | 1.00% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 399.44 K | $11.83 M | 100.00% | 1.00% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 398.96 K | $11.82 M | 5.16% | 1.00% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 389.21 K | $11.53 M | -20.64% | 0.98% |
| RHINO INVESTMENT PARTNERS, INC | 08/14/2026 | 373.46 K | $11.06 M | 13.01% | 0.94% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 09/09/2026 | 308.64 K | $9.14 M | -0.23% | 0.80% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2026 | 301.41 K | $8.93 M | 4.45% | 0.76% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/13/2026 | 298.12 K | $8.83 M | -31.23% | 0.75% |
| HEARTLAND ADVISORS INC | 08/11/2026 | 275.00 K | $8.15 M | 0.00% | 0.69% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 274.79 K | $8.14 M | 2.95% | 0.69% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 08/14/2026 | 264.74 K | $7.84 M | -1.96% | 0.66% |
| INVESCO LTD. | 08/14/2026 | 260.87 K | $7.73 M | 2.20% | 0.65% |
| JPMORGAN CHASE & CO | 08/12/2026 | 245.75 K | $7.23 M | 1,197.81% | 0.62% |
| NUVEEN, LLC | 08/11/2026 | 244.36 K | $7.24 M | 3.99% | 0.61% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 243.03 K | $7.20 M | -22.12% | 0.61% |
| PROSHARE ADVISORS LLC | 08/11/2026 | 237.23 K | $7.03 M | -5.09% | 0.59% |
| DANA INVESTMENT ADVISORS, INC. | 08/13/2026 | 216.37 K | $6.41 M | -1.63% | 0.54% |
| PRINCIPAL FINANCIAL GROUP INC | 08/04/2026 | 199.22 K | $5.90 M | -0.19% | 0.50% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 187.59 K | $5.56 M | -10.86% | 0.47% |
| EMPOWERED FUNDS, LLC | 08/17/2026 | 178.91 K | $5.30 M | 7.73% | 0.45% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 08/07/2026 | 175.06 K | $5.19 M | 0.01% | 0.44% |
| UBS GROUP AG | 08/13/2026 | 171.50 K | $5.08 M | -24.28% | 0.43% |
| GREAT LAKES ADVISORS, LLC | 08/10/2026 | 155.49 K | $4.61 M | -9.20% | 0.39% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/06/2026 | 147.07 K | $4.36 M | -25.90% | 0.37% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 08/13/2026 | 141.57 K | $4.19 M | -3.75% | 0.35% |
| MARTIN & CO INC /TN/ | 08/12/2026 | 136.11 K | $4.03 M | -1.30% | 0.34% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 132.96 K | $3.94 M | -21.30% | 0.33% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 132.44 K | $3.92 M | -29.68% | 0.33% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 104.06 K | $3.08 M | -2.15% | 0.26% |
| QUANTINNO CAPITAL MANAGEMENT LP | 08/13/2026 | 103.68 K | $3.07 M | 88.02% | 0.26% |
| AMERICAN CENTURY COMPANIES INC | 08/12/2026 | 101.60 K | $3.01 M | -1.46% | 0.25% |
| RHUMBLINE ADVISERS | 08/12/2026 | 101.13 K | $3.00 M | -4.94% | 0.25% |
| LEGAL & GENERAL GROUP PLC | 08/14/2026 | 89.97 K | $2.66 M | 9.83% | 0.23% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 08/13/2026 | 85.78 K | $2.54 M | 32.32% | 0.22% |
| SWISS NATIONAL BANK | 08/11/2026 | 82.57 K | $2.45 M | 22.93% | 0.21% |
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Heritage Financial Corp. institutional Ownership - FAQ's
During the previous two years, 269 institutional investors and hedge funds held shares of Heritage Financial Corp.. The most heavily invested institutionals were:
BlackRock, Inc.: 5.81 M
JENNISON ASSOCIATES LLC: 3.54 M
VICTORY CAPITAL MANAGEMENT INC: 2.36 M
DIMENSIONAL FUND ADVISORS LP: 2.04 M
STATE STREET CORP: 1.98 M
VANGUARD CAPITAL MANAGEMENT LLC: 1.83 M
84.11% of Heritage Financial Corp. stock is owned by institutional investors.
Institutional investors have bought a total of 46.08 M shares in the last 24 months. This purchase volume represents approximately $1.16 B in transactions.