Heritage Financial Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK FUNDING, INC. /DE | 02/07/2025 | 5.04 M | $123.55 M | 0.81% | 14.69% |
| VANGUARD GROUP INC | 02/11/2025 | 2.44 M | $59.74 M | -1.76% | 7.10% |
| JENNISON ASSOCIATES LLC | 01/24/2025 | 2.21 M | $54.07 M | 26.75% | 6.43% |
| DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 2.07 M | $50.67 M | 1.64% | 6.03% |
| STATE STREET CORP | 02/14/2025 | 1.66 M | $40.59 M | 3.87% | 4.83% |
| ALLIANCEBERNSTEIN L.P. | 02/12/2025 | 1.50 M | $36.67 M | -13.37% | 4.36% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/06/2025 | 1.25 M | $30.62 M | 0.70% | 3.64% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 799,965 | $19.60 M | -1.22% | 2.33% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 02/12/2025 | 433,296 | $10.62 M | 12.10% | 1.26% |
| AMERIPRISE FINANCIAL INC | 02/14/2025 | 381,247 | $9.34 M | -31.42% | 1.11% |
| GOLDMAN SACHS GROUP INC | 02/11/2025 | 372,046 | $9.12 M | -16.41% | 1.08% |
| INVESCO LTD. | 02/13/2025 | 369,429 | $9.05 M | 112.45% | 1.08% |
| BANK OF NEW YORK MELLON CORP | 02/04/2025 | 366,836 | $8.99 M | -45.90% | 1.07% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 02/14/2025 | 329,605 | $8.08 M | -1.70% | 0.96% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 02/14/2025 | 323,290 | $7.92 M | 3.92% | 0.94% |
| LORD, ABBETT & CO. LLC | 02/14/2025 | 317,381 | $7.78 M | -0.90% | 0.92% |
| PROSHARE ADVISORS LLC | 02/14/2025 | 304,469 | $7.46 M | -7.09% | 0.89% |
| AMERICAN CENTURY COMPANIES INC | 02/11/2025 | 278,175 | $6.82 M | -5.02% | 0.81% |
| HEARTLAND ADVISORS INC | 02/12/2025 | 275,000 | $6.74 M | 0.00% | 0.80% |
| AQR CAPITAL MANAGEMENT LLC | 02/14/2025 | 269,759 | $6.61 M | -2.17% | 0.79% |
| RENAISSANCE TECHNOLOGIES LLC | 02/13/2025 | 245,730 | $6.02 M | -16.99% | 0.72% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 02/14/2025 | 241,351 | $5.91 M | 2.43% | 0.70% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 01/16/2025 | 236,027 | $5.78 M | -3.43% | 0.69% |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 02/14/2025 | 230,737 | $5.65 M | 0.00% | 0.67% |
| JPMORGAN CHASE & CO | 02/12/2025 | 225,948 | $5.54 M | 83.28% | 0.66% |
| ROYCE & ASSOCIATES LP | 02/10/2025 | 225,121 | $5.52 M | -16.67% | 0.66% |
| GREAT LAKES ADVISORS, LLC | 02/10/2025 | 220,251 | $5.40 M | -3.13% | 0.64% |
| DANA INVESTMENT ADVISORS, INC. | 02/06/2025 | 206,517 | $5.06 M | -5.45% | 0.60% |
| PRINCIPAL FINANCIAL GROUP INC | 01/31/2025 | 189,719 | $4.65 M | 3.13% | 0.55% |
| DEPRINCE RACE & ZOLLO INC | 02/14/2025 | 153,259 | $3.75 M | 100.00% | 0.45% |
| RUSSELL INVESTMENTS GROUP, LTD. | 02/13/2025 | 143,913 | $3.53 M | 356.95% | 0.42% |
| TWO SIGMA ADVISERS, LP | 02/14/2025 | 141,146 | $3.46 M | -4.53% | 0.41% |
| PANAGORA ASSET MANAGEMENT INC | 02/13/2025 | 135,202 | $3.31 M | -2.93% | 0.39% |
| MARTIN & CO INC /TN/ | 01/31/2025 | 130,846 | $3.21 M | -4.14% | 0.38% |
| TWO SIGMA INVESTMENTS, LP | 02/14/2025 | 127,093 | $3.11 M | -15.68% | 0.37% |
| EMPOWERED FUNDS, LLC | 01/28/2025 | 118,851 | $2.91 M | 5.06% | 0.35% |
| ASSENAGON ASSET MANAGEMENT S.A. | 01/14/2025 | 105,011 | $2.57 M | -34.42% | 0.31% |
| RHUMBLINE ADVISERS | 01/30/2025 | 104,433 | $2.56 M | -0.74% | 0.30% |
| NUVEEN ASSET MANAGEMENT, LLC | 02/14/2025 | 102,381 | $2.51 M | 0.00% | 0.30% |
| LEGAL & GENERAL GROUP PLC | 02/13/2025 | 93,023 | $2.28 M | -2.81% | 0.27% |
| ROYAL BANK OF CANADA | 02/14/2025 | 92,889 | $2.28 M | -12.34% | 0.27% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 02/14/2025 | 85,108 | $2.09 M | 16.25% | 0.25% |
| CITIGROUP INC | 02/12/2025 | 83,183 | $2.04 M | 15.92% | 0.24% |
| UBS ASSET MANAGEMENT AMERICAS INC | 02/14/2025 | 72,713 | $1.78 M | 41.64% | 0.21% |
| BARCLAYS PLC | 02/13/2025 | 70,900 | $1.74 M | -3.27% | 0.21% |
| SWISS NATIONAL BANK | 02/10/2025 | 67,668 | $1.66 M | 0.00% | 0.20% |
| TREXQUANT INVESTMENT LP | 02/12/2025 | 67,559 | $1.66 M | 187.05% | 0.20% |
| TUDOR INVESTMENT CORP ET AL | 02/14/2025 | 61,356 | $1.50 M | 100.00% | 0.18% |
| UBS GROUP AG | 02/14/2025 | 61,155 | $1.50 M | 62.86% | 0.18% |
| MARSHALL WACE, LLP | 02/13/2025 | 57,646 | $1.41 M | 100.00% | 0.17% |
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Heritage Financial Corporation institutional Ownership - FAQ's
During the previous two years, 227 institutional investors and hedge funds held shares of Heritage Financial Corporation. The most heavily invested institutionals were:
BlackRock Funding, Inc. /DE: 5.04 M
VANGUARD GROUP INC: 2.44 M
JENNISON ASSOCIATES LLC: 2.21 M
DIMENSIONAL FUND ADVISORS LP: 2.07 M
STATE STREET CORP: 1.66 M
ALLIANCEBERNSTEIN L.P.: 1.5 M
80.69% of Heritage Financial Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 37.43 M shares in the last 24 months. This purchase volume represents approximately $905.76 M in transactions.