Heritage Financial Corp. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/13/2026 | 5.56 M | $144.61 M | 13.20% | 14.38% |
| JENNISON ASSOCIATES LLC | 05/06/2026 | 3.21 M | $83.55 M | 3.42% | 8.31% |
| VICTORY CAPITAL MANAGEMENT INC | 05/15/2026 | 2.47 M | $64.20 M | 1.38% | 6.38% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 1.96 M | $50.87 M | -1.12% | 5.06% |
| 05/15/2026 | 1.85 M | $48.05 M | 100.00% | 4.78% | |
| STATE STREET CORP | 05/15/2026 | 1.80 M | $46.71 M | 14.18% | 4.64% |
| ALLIANCEBERNSTEIN L.P. | 05/15/2026 | 1.14 M | $27.08 M | -12.40% | 2.96% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 934.80 K | $24.31 M | 10.94% | 2.42% |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 05/15/2026 | 698.90 K | $18.17 M | 15.12% | 1.81% |
| BOSTON PARTNERS | 05/11/2026 | 690.32 K | $17.96 M | 100.00% | 1.78% |
| 05/08/2026 | 653.69 K | $17.00 M | 100.00% | 1.69% | |
| WELLINGTON MANAGEMENT GROUP LLP | 05/15/2026 | 628.32 K | $16.34 M | 547.52% | 1.62% |
| ALGEBRIS (UK) LTD | 05/13/2026 | 518.41 K | $13.46 M | -0.44% | 1.34% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 490.41 K | $12.75 M | 81.98% | 1.27% |
| MORGAN STANLEY | 05/15/2026 | 479.83 K | $12.48 M | 20.07% | 1.24% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 05/14/2026 | 433.51 K | $11.27 M | -14.02% | 1.12% |
| NORTHERN TRUST CORP | 05/14/2026 | 413.12 K | $10.74 M | 9.69% | 1.07% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 379.40 K | $9.86 M | 3.51% | 0.98% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 377.04 K | $9.80 M | 15.47% | 0.97% |
| RHINO INVESTMENT PARTNERS, INC | 05/15/2026 | 330.46 K | $8.59 M | 77.72% | 0.85% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 312.06 K | $8.11 M | 64.55% | 0.81% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 05/15/2026 | 309.35 K | $8.04 M | -1.54% | 0.80% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 05/15/2026 | 288.58 K | $7.50 M | 4.93% | 0.75% |
| HEARTLAND ADVISORS INC | 05/06/2026 | 275.00 K | $7.15 M | 0.00% | 0.71% |
| LORD, ABBETT & CO. LLC | 05/14/2026 | 272.44 K | $7.08 M | -1.91% | 0.70% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 05/15/2026 | 270.04 K | $7.02 M | -4.52% | 0.70% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 266.90 K | $6.94 M | 100.00% | 0.69% |
| INVESCO LTD. | 05/12/2026 | 255.27 K | $6.64 M | -3.50% | 0.66% |
| PROSHARE ADVISORS LLC | 04/27/2026 | 249.95 K | $6.50 M | -0.79% | 0.65% |
| NUVEEN, LLC | 04/30/2026 | 234.97 K | $6.11 M | 0.18% | 0.61% |
| UBS GROUP AG | 05/05/2026 | 226.48 K | $5.89 M | 112.62% | 0.59% |
| DANA INVESTMENT ADVISORS, INC. | 05/14/2026 | 219.96 K | $5.72 M | -0.23% | 0.57% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 210.44 K | $5.47 M | -4.47% | 0.54% |
| PRINCIPAL FINANCIAL GROUP INC | 05/04/2026 | 199.59 K | $5.19 M | 0.21% | 0.52% |
| RUSSELL INVESTMENTS GROUP, LTD. | 05/08/2026 | 198.48 K | $5.16 M | 7.81% | 0.51% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 188.34 K | $4.90 M | -32.24% | 0.49% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 04/28/2026 | 175.05 K | $4.55 M | -1.35% | 0.45% |
| GREAT LAKES ADVISORS, LLC | 05/12/2026 | 171.24 K | $4.45 M | 2.10% | 0.44% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 168.94 K | $4.39 M | -1.30% | 0.44% |
| EMPOWERED FUNDS, LLC | 06/16/2026 | 166.08 K | $4.32 M | 8.89% | 0.43% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 05/13/2026 | 147.09 K | $3.82 M | 24.95% | 0.38% |
| MARTIN & CO INC /TN/ | 05/14/2026 | 137.90 K | $3.59 M | 1.81% | 0.36% |
| DEPRINCE RACE & ZOLLO INC | 04/24/2026 | 131.57 K | $3.42 M | 8.85% | 0.34% |
| AMERIPRISE FINANCIAL INC | 07/17/2026 | 106.35 K | $2.77 M | -4.60% | 0.31% |
| RHUMBLINE ADVISERS | 05/12/2026 | 106.39 K | $2.77 M | 12.75% | 0.28% |
| AMERICAN CENTURY COMPANIES INC | 05/15/2026 | 103.11 K | $2.68 M | 1.25% | 0.27% |
| ROYCE & ASSOCIATES LP | 05/12/2026 | 82.20 K | $2.14 M | -35.09% | 0.21% |
| LEGAL & GENERAL GROUP PLC | 05/08/2026 | 81.92 K | $2.13 M | -8.10% | 0.21% |
| SEI INVESTMENTS CO | 05/13/2026 | 79.33 K | $2.06 M | 74.36% | 0.21% |
| ROYAL BANK OF CANADA | 05/15/2026 | 76.13 K | $1.98 M | -0.42% | 0.20% |
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Heritage Financial Corp. institutional Ownership - FAQ's
During the previous two years, 254 institutional investors and hedge funds held shares of Heritage Financial Corp.. The most heavily invested institutionals were:
JENNISON ASSOCIATES LLC: 3.54 M
Boston Partners: 677,105
Bank of New York Mellon Corp: 398,963
PRINCIPAL FINANCIAL GROUP INC: 199,215
Russell Investments Group, Ltd.: 147,072
KEYBANK NATIONAL ASSOCIATION/OH: 71,085
96.57% of Heritage Financial Corp. stock is owned by institutional investors.
Institutional investors have bought a total of 43.56 M shares in the last 24 months. This purchase volume represents approximately $1.10 B in transactions.