Heritage Financial Ownership 2024 | Who Owns Heritage Financial Now?
Institutional Ownership
22.00%
Insider Ownership
1.90%
Retail Ownership
76.09%
Institutional Holders
66.00
Heritage Financial Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | 14.31% | 0.00% | 4,981,880 | -137,808 | -2.69% | 89,823,297 | Jun 30, 2024 |
| VANGUARD GROUP INC | 7.15% | 0.00% | 2,490,120 | 3,343 | 0.13% | 44,896,864 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 5.56% | 0.01% | 1,934,852 | 80,044 | 4.32% | 34,884,474 | Jun 30, 2024 |
| ALLIANCEBERNSTEIN L.P. | 4.89% | 0.01% | 1,701,664 | -230,284 | -11.92% | 30,681,002 | Jun 30, 2024 |
| STATE STREET CORP | 4.57% | 0.00% | 1,590,951 | -68,207 | -4.11% | 28,684,847,000 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3.62% | 0.00% | 1,260,464 | -23,191 | -1.81% | 22,726,166 | Jun 30, 2024 |
| JENNISON ASSOCIATES LLC | 2.92% | 0.01% | 1,015,801 | 262,231 | 34.80% | 18,314,891 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 2.57% | 0.00% | 896,309 | -106,721 | -10.64% | 16,160,452 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.32% | 0.00% | 808,759 | 24,129 | 3.08% | 14,584,287 | Jun 30, 2024 |
| AMERIPRISE FINANCIAL INC | 1.60% | 0.00% | 557,225 | -6,697 | -1.19% | 10,046,766 | Jun 30, 2024 |
| MORGAN STANLEY | 1.38% | 0.00% | 482,288 | -408 | -0.08% | 8,695,673 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 1.32% | 0.00% | 460,835 | -479,208 | -50.98% | 8,308,862 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 1.24% | 0.00% | 432,079 | -7,674 | -1.75% | 7,790,384,000 | Jun 30, 2024 |
| HEARTLAND ADVISORS INC | 1.15% | 0.40% | 400,000 | - | - | 7,212,000 | Jun 30, 2024 |
| AQR CAPITAL MANAGEMENT LLC | 1.05% | 0.01% | 365,477 | -24,177 | -6.20% | 6,589,550 | Jun 30, 2024 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1.00% | 0.01% | 349,230 | -679 | -0.19% | 6,296,617 | Jun 30, 2024 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 0.96% | 0.02% | 334,330 | 56,170 | 20.19% | 6,027,970 | Jun 30, 2024 |
| LORD, ABBETT & CO. LLC | 0.94% | 0.02% | 326,492 | -1,346 | -0.41% | 5,887,000 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.92% | 0.01% | 321,089 | 17,100 | 5.63% | 5,789,235 | Jun 30, 2024 |
| ROYCE & ASSOCIATES LP | 0.83% | 0.05% | 289,543 | -2,880 | -0.98% | 5,220,460 | Jun 30, 2024 |
Heritage Financial's largest institutional shareholder is BLACKROCK INC., holding 14.31% of the company's total share outstanding, currently valued at $89.82M. The top 10 institutional shareholders own together 49.50% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 0.69% | 1.20% | 239,847 | 251 | 0.10% | 4,324,447 | Jun 30, 2024 |
| MARTIN & CO INC /TN/ | 0.39% | 0.62% | 136,373 | -5,035 | -3.56% | 2,458,810 | Jun 30, 2024 |
| MALTESE CAPITAL MANAGEMENT LLC | 0.46% | 0.53% | 160,000 | 160,000 | 100.00% | 2,884,800 | Jun 30, 2024 |
| HEARTLAND ADVISORS INC | 1.15% | 0.40% | 400,000 | - | - | 7,212,000 | Jun 30, 2024 |
| EJF CAPITAL LLC | 0.08% | 0.36% | 26,970 | -2,835 | -9.51% | 486,269 | Jun 30, 2024 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 0.66% | 0.27% | 230,737 | - | - | 4,160,188 | Jun 30, 2024 |
| PACIFIC RIDGE CAPITAL PARTNERS, LLC | 0.16% | 0.25% | 56,796 | 74 | 0.13% | 1,024,032 | Jun 30, 2024 |
| NUMERAI GP LLC | 0.08% | 0.18% | 28,218 | 28,218 | 100.00% | 508,771 | Jun 30, 2024 |
| PENN CAPITAL MANAGEMENT COMPANY, LLC | 0.23% | 0.14% | 80,870 | -40,171 | -33.19% | 1,458,086 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.66% | 0.10% | 229,866 | 7,740 | 3.48% | 4,144,484 | Jun 30, 2024 |
| CORNERCAP INVESTMENT COUNSEL INC | 0.09% | 0.09% | 30,907 | 30,907 | 100.00% | 557,253 | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | 0.16% | 0.07% | 54,007 | 54,007 | 100.00% | 974,000 | Jun 30, 2024 |
| OCCUDO QUANTITATIVE STRATEGIES LP | 0.05% | 0.06% | 18,297 | 18,297 | 100.00% | 329,895 | Jun 30, 2024 |
| GLOBEFLEX CAPITAL L P | 0.08% | 0.05% | 27,300 | -4,573 | -14.35% | 492,219 | Jun 30, 2024 |
| BENSLER, LLC | 0.06% | 0.05% | 20,450 | -30 | -0.15% | 368,715 | Jun 30, 2024 |
| ROYCE & ASSOCIATES LP | 0.83% | 0.05% | 289,543 | -2,880 | -0.98% | 5,220,460 | Jun 30, 2024 |
| CGC FINANCIAL SERVICES, LLC | 0.02% | 0.05% | 6,159 | - | - | 111,047 | Jun 30, 2024 |
| QUEST PARTNERS LLC | 0.05% | 0.04% | 18,032 | 18,032 | 100.00% | 325,117 | Jun 30, 2024 |
| KEELEY-TETON ADVISORS, LLC | 0.05% | 0.04% | 16,821 | 16,821 | 100.00% | 303,283 | Jun 30, 2024 |
| MENGIS CAPITAL MANAGEMENT, INC. | 0.03% | 0.04% | 10,242 | - | - | 184,681 | Jun 30, 2024 |
The largest Heritage Financial shareholder by % of total assets is KILEY JUERGENS WEALTH MANAGEMENT, LLC. The company owns 239.85K shares of Heritage Financial (HFWA), representing 1.20% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| JENNISON ASSOCIATES LLC | 2.92% | 0.01% | 1,015,801 | 262,231 | 34.80% | 18,314,891 | Jun 30, 2024 |
| MALTESE CAPITAL MANAGEMENT LLC | 0.46% | 0.53% | 160,000 | 160,000 | 100.00% | 2,884,800 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.24% | 0.00% | 84,282 | 84,282 | 100.00% | 1,519,604 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 5.56% | 0.01% | 1,934,852 | 80,044 | 4.32% | 34,884,474 | Jun 30, 2024 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 0.96% | 0.02% | 334,330 | 56,170 | 20.19% | 6,027,970 | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | 0.16% | 0.07% | 54,007 | 54,007 | 100.00% | 974,000 | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 0.15% | 0.01% | 52,769 | 52,769 | 100.00% | 951,425 | Jun 30, 2024 |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 0.13% | 0.01% | 45,377 | 45,377 | 100.00% | 818,000 | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | 0.12% | 0.00% | 41,041 | 41,041 | 100.00% | 739,969 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.39% | 0.00% | 136,330 | 36,428 | 36.46% | 2,458,030 | Jun 30, 2024 |
| CORNERCAP INVESTMENT COUNSEL INC | 0.09% | 0.09% | 30,907 | 30,907 | 100.00% | 557,253 | Jun 30, 2024 |
| NUMERAI GP LLC | 0.08% | 0.18% | 28,218 | 28,218 | 100.00% | 508,771 | Jun 30, 2024 |
| HRT FINANCIAL LP | 0.07% | 0.00% | 25,879 | 25,879 | 100.00% | 466,000 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.32% | 0.00% | 808,759 | 24,129 | 3.08% | 14,584,287 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.07% | 0.00% | 23,594 | 23,594 | 100.00% | 425,400 | Jun 30, 2024 |
| INTECH INVESTMENT MANAGEMENT LLC | 0.07% | 0.01% | 22,749 | 22,749 | 100.00% | 410,164 | Jun 30, 2024 |
| Y-INTERCEPT (HONG KONG) LTD | 0.06% | 0.02% | 20,674 | 20,674 | 100.00% | 372,752 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.06% | 0.00% | 19,898 | 19,898 | 100.00% | 358,761 | Jun 30, 2024 |
| TEXAS PERMANENT SCHOOL FUND CORP | 0.14% | 0.01% | 48,874 | 18,325 | 59.99% | 881,198 | Jun 30, 2024 |
| OCCUDO QUANTITATIVE STRATEGIES LP | 0.05% | 0.06% | 18,297 | 18,297 | 100.00% | 329,895 | Jun 30, 2024 |
As of Jun 30 2024, Heritage Financial's largest institutional buyer is JENNISON ASSOCIATES LLC. The company purchased 262.23K stocks of HFWA, valued at $18.31M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | 1.32% | 0.00% | 460,835 | -479,208 | -50.98% | 8,308,862 | Jun 30, 2024 |
| ALLIANCEBERNSTEIN L.P. | 4.89% | 0.01% | 1,701,664 | -230,284 | -11.92% | 30,681,002 | Jun 30, 2024 |
| DANA INVESTMENT ADVISORS, INC. | 0.13% | 0.03% | 45,381 | -202,038 | -81.66% | 818,219 | Jun 30, 2024 |
| BLACKROCK INC. | 14.31% | 0.00% | 4,981,880 | -137,808 | -2.69% | 89,823,297 | Jun 30, 2024 |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | - | - | - | -128,587 | -100.00% | - | Jun 30, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.75% | 0.00% | 261,415 | -122,217 | -31.86% | 4,713,000 | Jun 30, 2024 |
| ELEQUIN SECURITIES, LLC | - | - | - | -121,041 | -100.00% | - | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 2.57% | 0.00% | 896,309 | -106,721 | -10.64% | 16,160,452 | Jun 30, 2024 |
| HSBC HOLDINGS PLC | - | - | - | -84,618 | -100.00% | - | Jun 30, 2024 |
| STATE STREET CORP | 4.57% | 0.00% | 1,590,951 | -68,207 | -4.11% | 28,684,847,000 | Jun 30, 2024 |
| NWAM LLC | - | - | - | -54,853 | -100.00% | - | Jun 30, 2024 |
| BOSTON PARTNERS | 0.17% | 0.00% | 59,860 | -52,583 | -46.76% | 1,079,280 | Jun 30, 2024 |
| PENN CAPITAL MANAGEMENT COMPANY, LLC | 0.23% | 0.14% | 80,870 | -40,171 | -33.19% | 1,458,086 | Jun 30, 2024 |
| ASSENAGON ASSET MANAGEMENT S.A. | 0.49% | 0.01% | 169,827 | -36,027 | -17.50% | 3,061,981 | Jun 30, 2024 |
| TREXQUANT INVESTMENT LP | 0.04% | 0.00% | 14,085 | -35,051 | -71.33% | 253,953 | Jun 30, 2024 |
| TUDOR INVESTMENT CORP ET AL | - | - | - | -25,409 | -100.00% | - | Jun 30, 2024 |
| BARCLAYS PLC | 0.10% | 0.00% | 35,694 | -24,567 | -40.77% | 644,000 | Jun 30, 2024 |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | - | - | - | -24,249 | -100.00% | - | Jun 30, 2024 |
| AQR CAPITAL MANAGEMENT LLC | 1.05% | 0.01% | 365,477 | -24,177 | -6.20% | 6,589,550 | Jun 30, 2024 |
| STIFEL FINANCIAL CORP | 0.10% | 0.00% | 34,466 | -23,644 | -40.69% | 621,418 | Jun 30, 2024 |
As of Jun 30 2024, Heritage Financial's biggest institutional seller is GOLDMAN SACHS GROUP INC. The company sold -0.48M shares of HFWA, valued at $8.31M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MALTESE CAPITAL MANAGEMENT LLC | 0.46% | 0.53% | 160,000 | 160,000 | 100.00% | 2,884,800 | Jun 30, 2024 |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 0.13% | 0.01% | 45,377 | 45,377 | 100.00% | 818,000 | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | 0.12% | 0.00% | 41,041 | 41,041 | 100.00% | 739,969 | Jun 30, 2024 |
| CORNERCAP INVESTMENT COUNSEL INC | 0.09% | 0.09% | 30,907 | 30,907 | 100.00% | 557,253 | Jun 30, 2024 |
| NUMERAI GP LLC | 0.08% | 0.18% | 28,218 | 28,218 | 100.00% | 508,771 | Jun 30, 2024 |
| INTECH INVESTMENT MANAGEMENT LLC | 0.07% | 0.01% | 22,749 | 22,749 | 100.00% | 410,164 | Jun 30, 2024 |
| Y-INTERCEPT (HONG KONG) LTD | 0.06% | 0.02% | 20,674 | 20,674 | 100.00% | 372,752 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.06% | 0.00% | 19,898 | 19,898 | 100.00% | 358,761 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.05% | 0.00% | 17,897 | 17,897 | 100.00% | 322,683 | Jun 30, 2024 |
| KEELEY-TETON ADVISORS, LLC | 0.05% | 0.04% | 16,821 | 16,821 | 100.00% | 303,283 | Jun 30, 2024 |
| VERITION FUND MANAGEMENT LLC | 0.03% | 0.00% | 11,929 | 11,929 | 100.00% | 215,080 | Jun 30, 2024 |
| MEEDER ASSET MANAGEMENT INC | 0.00% | 0.00% | 1,713 | 1,713 | 100.00% | 30,885 | Jun 30, 2024 |
| POINT72 (DIFC) LTD | 0.00% | 0.00% | 1,490 | 1,490 | 100.00% | 26,865 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | 0.00% | 0.01% | 1,482 | 1,482 | 100.00% | 26,720 | Jun 30, 2024 |
| POINT72 ASIA (SINGAPORE) PTE. LTD. | 0.00% | 0.01% | 1,406 | 1,406 | 100.00% | 25,350 | Jun 30, 2024 |
| ALLWORTH FINANCIAL LP | 0.00% | 0.00% | 1,246 | 1,246 | 100.00% | 26,191 | Jun 30, 2024 |
| SMARTLEAF ASSET MANAGEMENT LLC | 0.00% | 0.00% | 470 | 470 | 100.00% | 8,215 | Jun 30, 2024 |
| QUARRY LP | 0.00% | 0.00% | 428 | 428 | 100.00% | 7,717 | Jun 30, 2024 |
| NISA INVESTMENT ADVISORS, LLC | 0.00% | - | 86 | 86 | 100.00% | 1,551 | Jun 30, 2024 |
| SRS CAPITAL ADVISORS, INC. | 0.00% | 0.00% | 82 | 82 | 100.00% | 1,479 | Jun 30, 2024 |
| UMB BANK, N.A. | 0.00% | - | 35 | 35 | 100.00% | 631 | Jun 30, 2024 |
| LARSON FINANCIAL GROUP LLC | - | - | 4 | 4 | 100.00% | 72 | Jun 30, 2024 |
| TFC FINANCIAL MANAGEMENT, INC. | - | - | 1 | 1 | 100.00% | 19 | Jun 30, 2024 |
Heritage Financial's largest new institutional shareholder by number of shares is MALTESE CAPITAL MANAGEMENT LLC, purchased 160.00K shares, valued at $2.88M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | - | - | - | -128,587 | -100.00% | - | Jun 30, 2024 |
| ELEQUIN SECURITIES, LLC | - | - | - | -121,041 | -100.00% | - | Jun 30, 2024 |
| HSBC HOLDINGS PLC | - | - | - | -84,618 | -100.00% | - | Jun 30, 2024 |
| NWAM LLC | - | - | - | -54,853 | -100.00% | - | Jun 30, 2024 |
| TUDOR INVESTMENT CORP ET AL | - | - | - | -25,409 | -100.00% | - | Jun 30, 2024 |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | - | - | - | -24,249 | -100.00% | - | Jun 30, 2024 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | - | - | - | -19,517 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -18,725 | -100.00% | - | Jun 30, 2024 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | - | - | - | -15,919 | -100.00% | - | Jun 30, 2024 |
| SAVANT CAPITAL, LLC | - | - | - | -11,477 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -2,045 | -100.00% | - | Jun 30, 2024 |
| EVERSOURCE WEALTH ADVISORS, LLC | - | - | - | -29 | -100.00% | - | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -7 | -100.00% | - | Jun 30, 2024 |
Heritage Financial's largest sold out institutional shareholder by shares sold is ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC, sold -0.13M shares, valued at -, as of undefined.
Heritage Financial Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| HEARTLAND GROUP INC | 0.71% | 400,000 | - | - | Mar 31, 2024 |
| ROYCE CAPITAL FUND | 0.53% | 200,713 | 79,343 | 65.37% | Mar 31, 2024 |
| JOHN HANCOCK INVESTMENT TRUST II | 0.48% | 203,099 | - | - | Jan 31, 2024 |
| LORD ABBETT RESEARCH FUND INC | 0.34% | 327,838 | 58,546 | 21.74% | Feb 29, 2024 |
| NUVEEN INVESTMENT TRUST | 0.25% | 142,865 | - | - | Mar 31, 2024 |
| T. Rowe Price Small-Cap Stock Fund, Inc. | 0.18% | 665,785 | - | - | Mar 31, 2024 |
| OBERWEIS FUNDS | 0.14% | 140,400 | - | - | Mar 31, 2024 |
| T. Rowe Price Small-Cap Value Fund, Inc. | 0.10% | 788,733 | - | - | Mar 31, 2024 |
| PRUDENTIAL JENNISON SMALL CO FUND, INC. | 0.07% | 292,817 | 292,817 | - | Mar 28, 2024 |
| JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND | 0.07% | 90,346 | - | - | Mar 31, 2024 |
| VANGUARD ADMIRAL FUNDS | 0.05% | 229,782 | 45,831 | 24.91% | Feb 29, 2024 |
| BRIDGEWAY FUNDS INC | 0.05% | 122,500 | - | - | Mar 28, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.05% | 24,999 | - | - | Mar 31, 2024 |
| BNY MELLON INDEX FUNDS, INC. | 0.03% | 35,470 | -5,467 | -13.35% | Jan 31, 2024 |
| T. Rowe Price Equity Funds, Inc. | 0.03% | 341,400 | - | - | Mar 31, 2024 |
| BNY MELLON INVESTMENT PORTFOLIOS | 0.03% | 17,834 | 148 | 0.84% | Mar 31, 2024 |
| Bernstein Fund Inc | 0.02% | 187,310 | - | - | Mar 31, 2024 |
| Vericimetry Funds | 0.02% | 1,618 | - | - | Mar 31, 2024 |
| LORD ABBETT SECURITIES TRUST | 0.02% | 82,300 | - | - | Jan 31, 2024 |
| ROYCE VALUE TRUST, INC. | 0.02% | 13,449 | - | - | Mar 31, 2024 |
| Legg Mason ETF Investment Trust | 0.01% | 28,417 | - | - | Mar 31, 2024 |
| ROYCE FUND | 0.01% | 91,710 | 46,385 | 102.34% | Mar 31, 2024 |
| AIM GROWTH SERIES (INVESCO GROWTH SERIES) | 0.01% | 405,890 | - | - | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.01% | 47,225 | - | - | Jan 31, 2024 |
| TETON WESTWOOD FUNDS | 0.01% | 7,800 | - | - | Dec 29, 2023 |
| AB CAP FUND, INC. | 0.01% | 354,736 | 65,960 | 22.84% | Feb 29, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.01% | 61,709 | - | - | Mar 31, 2024 |
| IndexIQ ETF Trust | 0.01% | 22,870 | - | - | Jan 31, 2024 |
| Federated Hermes MDT Series | 0.01% | 24,559 | - | - | Jan 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.01% | 5,343 | - | - | Mar 31, 2024 |
| AMG Funds I | 0.01% | 12,887 | - | - | Jan 31, 2024 |
| HOTCHKIS & WILEY FUNDS /DE/ | 0.01% | 76,400 | 34,800 | 83.65% | Mar 31, 2024 |
| KP Funds | 0.01% | 235,462 | -728 | -0.31% | Sep 30, 2020 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.01% | 1,150 | - | - | Mar 31, 2024 |
| Trust for Advised Portfolios | 0.01% | 103,000 | - | - | Dec 31, 2023 |
| SYNTAX ETF TRUST | 0.00% | 152 | 15 | 10.95% | Mar 31, 2024 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST | 0.00% | 19,671 | 1,411 | 7.73% | Mar 31, 2024 |
| EXCHANGE TRADED CONCEPTS TRUST | 0.00% | 21,965 | - | - | Feb 29, 2024 |
| VANGUARD INDEX FUNDS | 0.00% | 1,617,568 | -488,548 | -23.20% | Mar 31, 2024 |
| VANGUARD SPECIALIZED FUNDS | 0.00% | 202,392 | 150 | 0.07% | Jan 31, 2024 |
| Victory Portfolios II | 0.00% | 190,563 | - | - | Mar 31, 2024 |
| AdvisorShares Trust | 0.00% | 14,508 | - | - | Mar 28, 2024 |
| MASSMUTUAL PREMIER FUNDS | 0.00% | 88,745 | - | - | Dec 31, 2023 |
| MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC | 0.00% | 1,709 | - | - | Sep 30, 2020 |
| SCHWAB CAPITAL TRUST | 0.00% | 126,081 | 4,901 | 4.04% | Jan 31, 2024 |
| T. Rowe Price Spectrum Funds II, Inc. | 0.00% | 37,000 | - | - | Feb 29, 2024 |
| AMERICAN CENTURY ETF TRUST | 0.00% | 258,822 | 133,834 | 107.08% | Feb 29, 2024 |
| Cambria ETF Trust | 0.00% | 19,663 | - | - | Jan 31, 2024 |
| DRIEHAUS MUTUAL FUNDS | 0.00% | 18,356 | - | - | Mar 28, 2024 |
| JNL VARIABLE FUND LLC | 0.00% | 11,010 | - | - | Mar 31, 2020 |
| Krane Shares Trust | 0.00% | 33,763 | - | - | Dec 31, 2023 |
| ADVISORS' INNER CIRCLE FUND | 0.00% | 43,005 | - | - | Jan 31, 2024 |
| Fidelity Commonwealth Trust II | 0.00% | 11,640 | - | - | Aug 31, 2023 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.00% | 17,119 | -940 | -5.21% | Mar 31, 2024 |
| BlackRock Advantage SMID Cap Fund, Inc. | 0.00% | 302 | - | - | Mar 28, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 330,461 | 3,715 | 1.14% | Feb 29, 2024 |
| Principal Exchange-Traded Funds | 0.00% | 19,120 | 18,413 | 2604.38% | Mar 31, 2024 |
| ALLSPRING MASTER TRUST | 0.00% | 100,158 | -4,526 | -4.32% | Feb 29, 2024 |
| SCHWAB STRATEGIC TRUST | 0.00% | 868,121 | 15,131 | 1.77% | Feb 29, 2024 |
| Lattice Strategies Trust | 0.00% | 2,253 | -670 | -22.92% | Mar 31, 2024 |
| VANGUARD TAX-MANAGED FUNDS | 0.00% | 267,831 | -4,827 | -1.77% | Mar 31, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 3,423 | - | - | Mar 31, 2024 |
| RYDEX VARIABLE TRUST | 0.00% | 1,465 | 606 | 70.55% | Dec 31, 2023 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 1,241,671 | 264,613 | 27.08% | Jan 31, 2024 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 97,475 | 31,480 | 47.70% | Jan 31, 2024 |
| VANGUARD HORIZON FUNDS | 0.00% | 26,642 | -26,642 | -50.00% | Mar 31, 2024 |
| Dimensional ETF Trust | 0.00% | 493,508 | 51,313 | 11.60% | Jan 31, 2024 |
| PFM Multi-Manager Series Trust | 0.00% | 900 | - | - | Dec 31, 2023 |
| ALPS ETF Trust | 0.00% | 13,698 | - | - | Feb 29, 2024 |
| MML SERIES INVESTMENT FUND | 0.00% | 9,815 | - | - | Dec 31, 2023 |
| SHELTON FUNDS | 0.00% | 1,625 | -745 | -31.43% | Feb 29, 2024 |
| TARGET PORTFOLIO TRUST | 0.00% | 19,100 | 4,200 | 28.19% | Jan 31, 2024 |
| THRIVENT SERIES FUND INC | 0.00% | 102,253 | 3,177 | 3.21% | Mar 28, 2024 |
| TIMOTHY PLAN | 0.00% | 3,908 | - | - | Mar 31, 2024 |
| Guggenheim Variable Funds Trust | 0.00% | 3,120 | - | - | Dec 31, 2023 |
| HARTFORD MUTUAL FUNDS II INC | 0.00% | 124,141 | - | - | Jan 31, 2024 |
| PRAXIS MUTUAL FUNDS | 0.00% | 8,470 | - | - | Dec 31, 2023 |
| PENN SERIES FUNDS INC | 0.00% | 20,751 | -786 | -3.65% | Mar 28, 2024 |
| BNY MELLON FUNDS TRUST | 0.00% | 50,037 | 50,037 | - | Feb 29, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 20,089 | -1,689 | -7.76% | Mar 31, 2024 |
| STEWARD FUNDS, INC. | 0.00% | 1,430 | - | - | Jan 31, 2024 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 18,879 | -2,972 | -13.60% | Mar 31, 2024 |
| SunAmerica Specialty Series | 0.00% | 297 | - | - | Apr 30, 2021 |
| Voya PARTNERS INC | 0.00% | 44,300 | - | - | Mar 31, 2024 |
| RBB FUND, INC. | 0.00% | 49,323 | -3,642 | -6.88% | Feb 29, 2024 |
| NORTHERN FUNDS | 0.00% | 73,995 | -17,119 | -18.79% | Mar 28, 2024 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 26,960 | -1,922 | -6.65% | Dec 31, 2023 |
| Dunham Funds | 0.00% | 34,080 | 2,962 | 9.52% | Jan 31, 2024 |
| JOHN HANCOCK INVESTMENT TRUST | 0.00% | 40,993 | - | - | Mar 31, 2024 |
| FIDELITY COVINGTON TRUST | 0.00% | 8,887 | - | - | Jan 31, 2024 |
| PRUDENTIAL SERIES FUND | 0.00% | 36,886 | - | - | Mar 28, 2024 |
| CLEARWATER INVESTMENT TRUST | 0.00% | 4,121 | - | - | Mar 28, 2024 |
| Nushares ETF Trust | 0.00% | 3,114 | - | - | Jan 31, 2024 |
| Catholic Responsible Investments Funds | 0.00% | 15,662 | -382 | -2.38% | Jan 31, 2024 |
| FINANCIAL INVESTORS TRUST | 0.00% | 32,190 | - | - | Jan 31, 2024 |
| NEW COVENANT FUNDS | 0.00% | 1,744 | - | - | Dec 31, 2023 |
| T. Rowe Price Equity Series, Inc. | 0.00% | 623 | - | - | Mar 31, 2024 |
| Global X Funds | 0.00% | 14,909 | - | - | Jan 31, 2024 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 1,554 | -181 | -10.43% | Mar 31, 2024 |
| Mutual of America Variable Insurance Portfolios, Inc. | 0.00% | 222 | -32 | -12.60% | Sep 30, 2023 |
Heritage Financial's largest mutual fund holder by % of total assets is "HEARTLAND GROUP INC", owning 400.00K shares, compromising 0.71% of its total assets.
Heritage Financial Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 66 | -55.70% |
| 31 Mar, 24 | 149 | -9.15% |
| 31 Dec, 23 | 164 | 4.46% |
| 30 Sep, 23 | 157 | -3.68% |
| 30 Jun, 23 | 163 | 2.52% |
| 31 Mar, 23 | 159 | -13.11% |
| 31 Dec, 22 | 183 | 25.34% |
| 30 Sep, 22 | 146 | -3.31% |
| 30 Jun, 22 | 151 | 4.86% |
| 31 Mar, 22 | 144 | -4.00% |
| 31 Dec, 21 | 150 | 17.19% |
| 30 Sep, 21 | 128 | -0.78% |
| 30 Jun, 21 | 129 | 6.61% |
| 31 Mar, 21 | 121 | -3.97% |
| 31 Dec, 20 | 126 | 1.61% |
| 30 Sep, 20 | 124 | 6.90% |
| 30 Jun, 20 | 116 | -4.92% |
| 31 Mar, 20 | 122 | -6.87% |
| 31 Dec, 19 | 131 | - |
| 30 Sep, 19 | 131 | -4.38% |
| 30 Jun, 19 | 137 | -2.84% |
| 31 Mar, 19 | 141 | -4.08% |
| 31 Dec, 18 | 147 | 2.08% |
| 30 Sep, 18 | 144 | -5.88% |
| 30 Jun, 18 | 153 | 1.32% |
| 31 Mar, 18 | 151 | 6.34% |
| 31 Dec, 17 | 142 | 10.08% |
| 30 Sep, 17 | 129 | 0.78% |
| 30 Jun, 17 | 128 | -3.03% |
| 31 Mar, 17 | 132 | -0.75% |
| 31 Dec, 16 | 133 | 9.02% |
| 30 Sep, 16 | 122 | -3.94% |
| 30 Jun, 16 | 127 | 5.83% |
| 31 Mar, 16 | 120 | 2.56% |
| 31 Dec, 15 | 117 | 1.74% |
| 30 Sep, 15 | 115 | 7.48% |
| 30 Jun, 15 | 107 | 3.88% |
| 31 Mar, 15 | 103 | 4.04% |
| 31 Dec, 14 | 99 | 5.32% |
| 30 Sep, 14 | 94 | -6.00% |
| 30 Jun, 14 | 100 | 25.00% |
| 31 Mar, 14 | 80 | 2.56% |
| 31 Dec, 13 | 78 | 6.85% |
| 30 Sep, 13 | 73 | 8.96% |
| 30 Jun, 13 | 67 | 139.29% |
| 31 Mar, 13 | 28 | -12.50% |
| 31 Dec, 12 | 32 | 3.23% |
| 30 Sep, 12 | 31 | -8.82% |
| 30 Jun, 12 | 34 | 36.00% |
| 31 Mar, 12 | 25 | -3.85% |
| 31 Dec, 11 | 26 | 13.04% |
| 30 Sep, 11 | 23 | -8.00% |
| 30 Jun, 11 | 25 | -7.41% |
| 31 Mar, 11 | 27 | 12.50% |
| 31 Dec, 10 | 24 | 41.18% |
| 30 Sep, 10 | 17 | -15.00% |
| 30 Jun, 10 | 20 | - |
| 31 Mar, 10 | 20 | 25.00% |
| 31 Dec, 09 | 16 | 33.33% |
| 30 Sep, 09 | 12 | 9.09% |
| 30 Jun, 09 | 11 | 120.00% |
| 31 Mar, 09 | 5 | -37.50% |
| 31 Dec, 08 | 8 | 60.00% |
| 30 Sep, 08 | 5 | -16.67% |
| 30 Jun, 08 | 6 | -33.33% |
| 31 Mar, 08 | 9 | -10.00% |
| 31 Dec, 07 | 10 | 25.00% |
| 30 Sep, 07 | 8 | 14.29% |
| 30 Jun, 07 | 7 | -12.50% |
| 31 Mar, 07 | 8 | 14.29% |
| 31 Dec, 06 | 7 | -22.22% |
| 30 Sep, 06 | 9 | 28.57% |
| 30 Jun, 06 | 7 | 40.00% |
| 31 Mar, 06 | 5 | - |
| 31 Dec, 05 | 5 | 25.00% |
| 30 Sep, 05 | 4 | -20.00% |
| 30 Jun, 05 | 5 | -16.67% |
| 31 Mar, 05 | 6 | 50.00% |
| 31 Dec, 04 | 4 | 100.00% |
| 30 Sep, 04 | 2 | -50.00% |
| 30 Jun, 04 | 4 | -50.00% |
| 31 Mar, 04 | 8 | - |
| 31 Dec, 03 | 8 | 14.29% |
| 30 Sep, 03 | 7 | 40.00% |
| 30 Jun, 03 | 5 | 150.00% |
| 31 Mar, 03 | 2 | - |
| 31 Dec, 02 | 2 | -33.33% |
| 30 Sep, 02 | 3 | 50.00% |
| 30 Jun, 02 | 2 | -50.00% |
| 31 Mar, 02 | 4 | 300.00% |
| 31 Dec, 01 | 1 | - |
| 30 Sep, 01 | 1 | -50.00% |
| 30 Jun, 01 | 2 | 100.00% |
| 31 Mar, 01 | 1 | -50.00% |
| 31 Dec, 00 | 2 | - |
| 30 Sep, 00 | 2 | - |
| 30 Jun, 00 | 2 | 100.00% |
| 31 Mar, 00 | 1 | - |
| 31 Dec, 99 | 1 | -50.00% |
| 30 Sep, 99 | 2 | -33.33% |
| 30 Jun, 99 | 3 | - |
| 31 Mar, 99 | 3 | - |
As of 30 Jun 24, 66 institutions are holding Heritage Financial's shares, representing a decrease of -55.70% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 7,662,703 | -72.88% |
| 31 Mar, 24 | 28,250,605 | 3.48% |
| 31 Dec, 23 | 27,299,249 | 0.21% |
| 30 Sep, 23 | 27,242,087 | -0.88% |
| 30 Jun, 23 | 27,484,640 | -0.53% |
| 31 Mar, 23 | 27,631,503 | -0.63% |
| 31 Dec, 22 | 27,807,812 | 0.34% |
| 30 Sep, 22 | 27,712,613 | 0.90% |
| 30 Jun, 22 | 27,464,334 | -0.00% |
| 31 Mar, 22 | 27,464,888 | 1.18% |
| 31 Dec, 21 | 27,145,882 | -2.26% |
| 30 Sep, 21 | 27,773,985 | -2.35% |
| 30 Jun, 21 | 28,442,326 | -1.46% |
| 31 Mar, 21 | 28,862,492 | 0.24% |
| 31 Dec, 20 | 28,793,566 | -0.59% |
| 30 Sep, 20 | 28,965,278 | 0.16% |
| 30 Jun, 20 | 28,918,211 | -0.35% |
| 31 Mar, 20 | 29,020,413 | -0.93% |
| 31 Dec, 19 | 29,293,767 | -0.19% |
| 30 Sep, 19 | 29,348,473 | -1.40% |
| 30 Jun, 19 | 29,766,536 | -0.80% |
| 31 Mar, 19 | 30,005,815 | -0.63% |
| 31 Dec, 18 | 30,196,418 | -2.56% |
| 30 Sep, 18 | 30,990,663 | 5.57% |
| 30 Jun, 18 | 29,355,100 | 11.86% |
| 31 Mar, 18 | 26,242,962 | 8.77% |
| 31 Dec, 17 | 24,128,056 | 3.21% |
| 30 Sep, 17 | 23,377,623 | 2.89% |
| 30 Jun, 17 | 22,721,924 | 1.21% |
| 31 Mar, 17 | 22,450,023 | 2.42% |
| 31 Dec, 16 | 21,920,165 | 1.10% |
| 30 Sep, 16 | 21,682,189 | 0.55% |
| 30 Jun, 16 | 21,564,517 | 0.89% |
| 31 Mar, 16 | 21,374,984 | 0.39% |
| 31 Dec, 15 | 21,292,562 | -21.83% |
| 30 Sep, 15 | 27,238,481 | 35.25% |
| 30 Jun, 15 | 20,140,087 | 1.44% |
| 31 Mar, 15 | 19,853,631 | -0.97% |
| 31 Dec, 14 | 20,047,592 | -0.42% |
| 30 Sep, 14 | 20,131,854 | 0.89% |
| 30 Jun, 14 | 19,954,432 | 81.34% |
| 31 Mar, 14 | 11,004,175 | 7.74% |
| 31 Dec, 13 | 10,213,323 | 7.80% |
| 30 Sep, 13 | 9,474,126 | -3.09% |
| 30 Jun, 13 | 9,775,792 | 119.70% |
| 31 Mar, 13 | 4,449,638 | -14.54% |
| 31 Dec, 12 | 5,206,612 | -0.30% |
| 30 Sep, 12 | 5,222,188 | -10.43% |
| 30 Jun, 12 | 5,830,111 | 12.40% |
| 31 Mar, 12 | 5,186,892 | 1.17% |
| 31 Dec, 11 | 5,126,892 | -4.35% |
| 30 Sep, 11 | 5,360,184 | -1.05% |
| 30 Jun, 11 | 5,417,032 | -1.71% |
| 31 Mar, 11 | 5,511,017 | 6.54% |
| 31 Dec, 10 | 5,172,654 | 109.36% |
| 30 Sep, 10 | 2,470,747 | -11.81% |
| 30 Jun, 10 | 2,801,661 | 6.52% |
| 31 Mar, 10 | 2,630,072 | 25.11% |
| 31 Dec, 09 | 2,102,200 | 21.79% |
| 30 Sep, 09 | 1,726,150 | 422.94% |
| 30 Jun, 09 | 330,088 | 14.53% |
| 31 Mar, 09 | 288,207 | -12.60% |
| 31 Dec, 08 | 329,754 | 64.44% |
| 30 Sep, 08 | 200,533 | -1.61% |
| 30 Jun, 08 | 203,817 | 57.13% |
| 31 Mar, 08 | 129,714 | -45.13% |
| 31 Dec, 07 | 236,412 | 81.88% |
| 30 Sep, 07 | 129,983 | -19.23% |
| 30 Jun, 07 | 160,926 | -5.44% |
| 31 Mar, 07 | 170,187 | 32.14% |
| 31 Dec, 06 | 128,795 | -0.81% |
| 30 Sep, 06 | 129,849 | 47.33% |
| 30 Jun, 06 | 88,136 | 15.61% |
| 31 Mar, 06 | 76,238 | -43.07% |
| 31 Dec, 05 | 133,906 | 1.45% |
| 30 Sep, 05 | 131,993 | 11.13% |
| 30 Jun, 05 | 118,773 | 4.97% |
| 31 Mar, 05 | 113,149 | 43.44% |
| 31 Dec, 04 | 78,881 | 429.79% |
| 30 Sep, 04 | 14,889 | -80.25% |
| 30 Jun, 04 | 75,391 | -35.81% |
| 31 Mar, 04 | 117,448 | 0.45% |
| 31 Dec, 03 | 116,924 | 20.48% |
| 30 Sep, 03 | 97,046 | 193.63% |
| 30 Jun, 03 | 33,050 | 110.51% |
| 31 Mar, 03 | 15,700 | -79.87% |
| 31 Dec, 02 | 78,000 | -52.35% |
| 30 Sep, 02 | 163,700 | 337.70% |
| 30 Jun, 02 | 37,400 | -74.95% |
| 31 Mar, 02 | 149,280 | 1558.67% |
| 31 Dec, 01 | 9,000 | -39.80% |
| 30 Sep, 01 | 14,949 | -88.42% |
| 30 Jun, 01 | 129,113 | 1598.86% |
| 31 Mar, 01 | 7,600 | -63.28% |
| 31 Dec, 00 | 20,698 | 0.20% |
| 30 Sep, 00 | 20,656 | -2.66% |
| 30 Jun, 00 | 21,220 | 23.09% |
| 31 Mar, 00 | 17,239 | -0.19% |
| 31 Dec, 99 | 17,272 | -81.29% |
| 30 Sep, 99 | 92,319 | -41.57% |
| 30 Jun, 99 | 158,001 | 3.47% |
| 31 Mar, 99 | 152,701 | - |
Heritage Financial (HFWA) has 7.66M shares outstanding as of 30 Jun 24, down -72.88% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 22.00% | 0.33% |
| 31 Mar, 24 | 81.12% | 1.34% |
| 31 Dec, 23 | 77.95% | 1.29% |
| 30 Sep, 23 | 77.78% | 1.27% |
| 30 Jun, 23 | 78.40% | 1.27% |
| 31 Mar, 23 | 78.70% | 1.25% |
| 31 Dec, 22 | 79.22% | 1.27% |
| 30 Sep, 22 | 78.94% | 1.29% |
| 30 Jun, 22 | 78.22% | 1.28% |
| 31 Mar, 22 | 78.26% | 1.35% |
| 31 Dec, 21 | 76.09% | 1.25% |
| 30 Sep, 21 | 77.92% | 1.24% |
| 30 Jun, 21 | 79.15% | 1.25% |
| 31 Mar, 21 | 79.72% | 1.24% |
| 31 Dec, 20 | 80.18% | 1.23% |
| 30 Sep, 20 | 80.66% | 1.24% |
| 30 Jun, 20 | 80.56% | 1.26% |
| 31 Mar, 20 | 79.85% | 1.25% |
| 31 Dec, 19 | 80.04% | 1.25% |
| 30 Sep, 19 | 79.88% | 1.23% |
| 30 Jun, 19 | 80.73% | 1.22% |
| 31 Mar, 19 | 81.48% | 1.11% |
| 31 Dec, 18 | 85.80% | 1.21% |
| 30 Sep, 18 | 84.28% | 1.13% |
| 30 Jun, 18 | 86.50% | 1.39% |
| 31 Mar, 18 | 79.03% | 1.20% |
| 31 Dec, 17 | 81.08% | 1.32% |
| 30 Sep, 17 | 78.49% | 1.35% |
| 30 Jun, 17 | 76.36% | 1.34% |
| 31 Mar, 17 | 75.58% | 1.39% |
| 31 Dec, 16 | 73.84% | 1.38% |
| 30 Sep, 16 | 73.04% | 1.38% |
| 30 Jun, 16 | 72.68% | 1.40% |
| 31 Mar, 16 | 72.04% | 1.40% |
| 31 Dec, 15 | 71.67% | 0.85% |
| 30 Sep, 15 | 91.72% | 2.00% |
| 30 Jun, 15 | 67.66% | 1.55% |
| 31 Mar, 15 | 66.11% | 1.48% |
| 31 Dec, 14 | 66.78% | 1.49% |
| 30 Sep, 14 | 66.96% | 1.09% |
| 30 Jun, 14 | 78.48% | 1.66% |
| 31 Mar, 14 | 68.70% | 1.69% |
| 31 Dec, 13 | 63.80% | 1.81% |
| 30 Sep, 13 | 59.37% | 1.39% |
| 30 Jun, 13 | 65.26% | 7.36% |
| 31 Mar, 13 | 29.78% | 2.50% |
| 31 Dec, 12 | 34.53% | 2.83% |
| 30 Sep, 12 | 34.92% | 2.35% |
| 30 Jun, 12 | 38.55% | 3.35% |
| 31 Mar, 12 | 33.91% | 3.07% |
| 31 Dec, 11 | 33.22% | 2.76% |
| 30 Sep, 11 | 34.67% | 2.83% |
| 30 Jun, 11 | 35.03% | 2.70% |
| 31 Mar, 11 | 36.03% | 1.67% |
| 31 Dec, 10 | 46.51% | 9.24% |
| 30 Sep, 10 | 22.43% | 3.47% |
| 30 Jun, 10 | 25.44% | 4.45% |
| 31 Mar, 10 | 23.91% | 3.32% |
| 31 Dec, 09 | 26.84% | 4.50% |
| 30 Sep, 09 | 24.41% | 98.07% |
| 30 Jun, 09 | 4.99% | 26.25% |
| 31 Mar, 09 | 4.36% | 17.46% |
| 31 Dec, 08 | 5.00% | 54.16% |
| 30 Sep, 08 | 3.04% | 32.64% |
| 30 Jun, 08 | 3.05% | 78.68% |
| 31 Mar, 08 | 1.97% | 15.16% |
| 31 Dec, 07 | 3.60% | 90.63% |
| 30 Sep, 07 | 1.99% | 33.22% |
| 30 Jun, 07 | 2.45% | 34.80% |
| 31 Mar, 07 | 2.65% | 65.02% |
| 31 Dec, 06 | 2.02% | 49.42% |
| 30 Sep, 06 | 2.02% | 104.54% |
| 30 Jun, 06 | 1.39% | 93.58% |
| 31 Mar, 06 | 1.22% | 26.05% |
| 31 Dec, 05 | 2.16% | 47.56% |
| 30 Sep, 05 | 2.13% | 64.96% |
| 30 Jun, 05 | 1.81% | 55.44% |
| 31 Mar, 05 | 1.81% | 125.07% |
| 31 Dec, 04 | 1.20% | 2230.19% |
| 30 Sep, 04 | 0.23% | 15.53% |
| 30 Jun, 04 | 1.22% | 37.13% |
| 31 Mar, 04 | 1.81% | 61.72% |
| 31 Dec, 03 | 1.71% | 80.94% |
| 30 Sep, 03 | 1.46% | 656.45% |
| 30 Jun, 03 | 0.47% | 930.90% |
| 31 Mar, 03 | 0.22% | 21.19% |
| 31 Dec, 02 | 1.03% | 21.43% |
| 30 Sep, 02 | 2.19% | 940.32% |
| 30 Jun, 02 | 0.48% | 13.07% |
| 31 Mar, 02 | 1.92% | 16598.33% |
| 31 Dec, 01 | 0.11% | 324.26% |
| 30 Sep, 01 | 0.18% | 7.66% |
| 30 Jun, 01 | 1.54% | 19644.36% |
| 31 Mar, 01 | 0.09% | 186.78% |
| 31 Dec, 00 | 0.22% | 474.15% |
| 30 Sep, 00 | 0.21% | 456.09% |
| 30 Jun, 00 | 0.22% | 782.75% |
| 31 Mar, 00 | 0.17% | 712.70% |
| 31 Dec, 99 | 0.15% | 16.65% |
| 30 Sep, 99 | 0.96% | 46.68% |
| 30 Jun, 99 | 1.43% | 90.43% |
| 31 Mar, 99 | 1.26% | - |
As of 30 Jun 24, Heritage Financial is held by 22.00% institutional shareholders, representing a 0.33% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 29 | -51.67% |
| 31 Mar, 24 | 60 | -25.00% |
| 31 Dec, 23 | 80 | 11.11% |
| 30 Sep, 23 | 72 | -15.29% |
| 30 Jun, 23 | 85 | 18.06% |
| 31 Mar, 23 | 72 | -26.53% |
| 31 Dec, 22 | 98 | 38.03% |
| 30 Sep, 22 | 71 | 9.23% |
| 30 Jun, 22 | 65 | -4.41% |
| 31 Mar, 22 | 68 | -1.45% |
| 31 Dec, 21 | 69 | 35.29% |
| 30 Sep, 21 | 51 | -1.92% |
| 30 Jun, 21 | 52 | - |
| 31 Mar, 21 | 52 | 8.33% |
| 31 Dec, 20 | 48 | 6.67% |
| 30 Sep, 20 | 45 | -13.46% |
| 30 Jun, 20 | 52 | -11.86% |
| 31 Mar, 20 | 59 | -9.23% |
| 31 Dec, 19 | 65 | -10.96% |
| 30 Sep, 19 | 73 | 23.73% |
| 30 Jun, 19 | 59 | 1.72% |
| 31 Mar, 19 | 58 | -21.62% |
| 31 Dec, 18 | 74 | 1.37% |
| 30 Sep, 18 | 73 | -1.35% |
| 30 Jun, 18 | 74 | -6.33% |
| 31 Mar, 18 | 79 | 8.22% |
| 31 Dec, 17 | 73 | 10.61% |
| 30 Sep, 17 | 66 | 20.00% |
| 30 Jun, 17 | 55 | -14.06% |
| 31 Mar, 17 | 64 | -8.57% |
| 31 Dec, 16 | 70 | 12.90% |
| 30 Sep, 16 | 62 | 10.71% |
| 30 Jun, 16 | 56 | -5.08% |
| 31 Mar, 16 | 59 | 15.69% |
| 31 Dec, 15 | 51 | -16.39% |
| 30 Sep, 15 | 61 | 5.17% |
| 30 Jun, 15 | 58 | 31.82% |
| 31 Mar, 15 | 44 | -6.38% |
| 31 Dec, 14 | 47 | -2.08% |
| 30 Sep, 14 | 48 | -42.17% |
| 30 Jun, 14 | 83 | 102.44% |
| 31 Mar, 14 | 41 | 5.13% |
| 31 Dec, 13 | 39 | 11.43% |
| 30 Sep, 13 | 35 | -30.00% |
| 30 Jun, 13 | 50 | 316.67% |
| 31 Mar, 13 | 12 | -33.33% |
| 31 Dec, 12 | 18 | 28.57% |
| 30 Sep, 12 | 14 | -17.65% |
| 30 Jun, 12 | 17 | 70.00% |
| 31 Mar, 12 | 10 | -33.33% |
| 31 Dec, 11 | 15 | 114.29% |
| 30 Sep, 11 | 7 | -46.15% |
| 30 Jun, 11 | 13 | -7.14% |
| 31 Mar, 11 | 14 | -22.22% |
| 31 Dec, 10 | 18 | 80.00% |
| 30 Sep, 10 | 10 | - |
| 30 Jun, 10 | 10 | 25.00% |
| 31 Mar, 10 | 8 | -27.27% |
| 31 Dec, 09 | 11 | 37.50% |
| 30 Sep, 09 | 8 | -11.11% |
| 30 Jun, 09 | 9 | 350.00% |
| 31 Mar, 09 | 2 | -60.00% |
| 31 Dec, 08 | 5 | 25.00% |
| 30 Sep, 08 | 4 | - |
| 30 Jun, 08 | 4 | - |
| 31 Mar, 08 | 4 | 33.33% |
| 31 Dec, 07 | 3 | 50.00% |
| 30 Sep, 07 | 2 | - |
| 30 Jun, 07 | 2 | -33.33% |
| 31 Mar, 07 | 3 | - |
| 31 Dec, 06 | 3 | 50.00% |
| 30 Sep, 06 | 2 | -33.33% |
| 30 Jun, 06 | 3 | - |
| 31 Mar, 06 | 3 | 50.00% |
| 31 Dec, 05 | 2 | -33.33% |
| 30 Sep, 05 | 3 | 50.00% |
| 30 Jun, 05 | 2 | -50.00% |
| 31 Mar, 05 | 4 | 33.33% |
| 31 Dec, 04 | 3 | - |
| 30 Sep, 04 | - | - |
| 30 Jun, 04 | - | -100.00% |
| 31 Mar, 04 | 2 | -50.00% |
| 31 Dec, 03 | 4 | -20.00% |
| 30 Sep, 03 | 5 | 25.00% |
| 30 Jun, 03 | 4 | 300.00% |
| 31 Mar, 03 | 1 | -50.00% |
| 31 Dec, 02 | 2 | -33.33% |
| 30 Sep, 02 | 3 | 200.00% |
| 30 Jun, 02 | 1 | -75.00% |
| 31 Mar, 02 | 4 | 300.00% |
| 31 Dec, 01 | 1 | - |
| 30 Sep, 01 | - | -100.00% |
| 30 Jun, 01 | 2 | - |
| 31 Mar, 01 | - | -100.00% |
| 31 Dec, 00 | 1 | - |
| 30 Sep, 00 | - | -100.00% |
| 30 Jun, 00 | 1 | - |
| 31 Mar, 00 | - | -100.00% |
| 31 Dec, 99 | 1 | -50.00% |
| 30 Sep, 99 | 2 | -33.33% |
| 30 Jun, 99 | 3 | - |
| 31 Mar, 99 | 3 | - |
29 institutional shareholders have increased their position in HFWA stock as of 30 Jun 24 compared to 60 in the previous quarter (a -51.67% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 21 | -60.38% |
| 31 Mar, 24 | 53 | -11.67% |
| 31 Dec, 23 | 60 | -4.76% |
| 30 Sep, 23 | 63 | 21.15% |
| 30 Jun, 23 | 52 | -11.86% |
| 31 Mar, 23 | 59 | 9.26% |
| 31 Dec, 22 | 54 | 20.00% |
| 30 Sep, 22 | 45 | -21.05% |
| 30 Jun, 22 | 57 | 9.62% |
| 31 Mar, 22 | 52 | 1.96% |
| 31 Dec, 21 | 51 | 2.00% |
| 30 Sep, 21 | 50 | -3.85% |
| 30 Jun, 21 | 52 | 20.93% |
| 31 Mar, 21 | 43 | -15.69% |
| 31 Dec, 20 | 51 | 10.87% |
| 30 Sep, 20 | 46 | 12.20% |
| 30 Jun, 20 | 41 | 5.13% |
| 31 Mar, 20 | 39 | - |
| 31 Dec, 19 | 39 | 30.00% |
| 30 Sep, 19 | 30 | -37.50% |
| 30 Jun, 19 | 48 | -5.88% |
| 31 Mar, 19 | 51 | 13.33% |
| 31 Dec, 18 | 45 | 9.76% |
| 30 Sep, 18 | 41 | -26.79% |
| 30 Jun, 18 | 56 | 5.66% |
| 31 Mar, 18 | 53 | 10.42% |
| 31 Dec, 17 | 48 | 6.67% |
| 30 Sep, 17 | 45 | -15.09% |
| 30 Jun, 17 | 53 | 3.92% |
| 31 Mar, 17 | 51 | 27.50% |
| 31 Dec, 16 | 40 | 17.65% |
| 30 Sep, 16 | 34 | -17.07% |
| 30 Jun, 16 | 41 | 17.14% |
| 31 Mar, 16 | 35 | -7.89% |
| 31 Dec, 15 | 38 | 22.58% |
| 30 Sep, 15 | 31 | 10.71% |
| 30 Jun, 15 | 28 | -26.32% |
| 31 Mar, 15 | 38 | 26.67% |
| 31 Dec, 14 | 30 | -3.23% |
| 30 Sep, 14 | 31 | 181.82% |
| 30 Jun, 14 | 11 | -52.17% |
| 31 Mar, 14 | 23 | -8.00% |
| 31 Dec, 13 | 25 | 19.05% |
| 30 Sep, 13 | 21 | 90.91% |
| 30 Jun, 13 | 11 | 22.22% |
| 31 Mar, 13 | 9 | 12.50% |
| 31 Dec, 12 | 8 | -20.00% |
| 30 Sep, 12 | 10 | 25.00% |
| 30 Jun, 12 | 8 | - |
| 31 Mar, 12 | 8 | 100.00% |
| 31 Dec, 11 | 4 | -55.56% |
| 30 Sep, 11 | 9 | 28.57% |
| 30 Jun, 11 | 7 | 40.00% |
| 31 Mar, 11 | 5 | 25.00% |
| 31 Dec, 10 | 4 | 33.33% |
| 30 Sep, 10 | 3 | -25.00% |
| 30 Jun, 10 | 4 | - |
| 31 Mar, 10 | 4 | 33.33% |
| 31 Dec, 09 | 3 | 200.00% |
| 30 Sep, 09 | 1 | - |
| 30 Jun, 09 | 1 | - |
| 31 Mar, 09 | 1 | - |
| 31 Dec, 08 | 1 | - |
| 30 Sep, 08 | - | -100.00% |
| 30 Jun, 08 | 1 | -50.00% |
| 31 Mar, 08 | 2 | - |
| 31 Dec, 07 | 2 | 100.00% |
| 30 Sep, 07 | 1 | - |
| 30 Jun, 07 | 1 | - |
| 31 Mar, 07 | 1 | - |
| 31 Dec, 06 | 1 | -50.00% |
| 30 Sep, 06 | 2 | - |
| 30 Jun, 06 | 2 | - |
| 31 Mar, 06 | - | -100.00% |
| 31 Dec, 05 | 1 | - |
| 30 Sep, 05 | - | -100.00% |
| 30 Jun, 05 | 1 | - |
| 31 Mar, 05 | 1 | - |
| 31 Dec, 04 | 1 | -50.00% |
| 30 Sep, 04 | 2 | - |
| 30 Jun, 04 | 2 | - |
| 31 Mar, 04 | 2 | - |
| 31 Dec, 03 | 2 | - |
| 30 Sep, 03 | - | - |
| 30 Jun, 03 | - | -100.00% |
| 31 Mar, 03 | 1 | - |
| 31 Dec, 02 | - | - |
| 30 Sep, 02 | - | -100.00% |
| 30 Jun, 02 | 1 | - |
| 31 Mar, 02 | - | - |
| 31 Dec, 01 | - | -100.00% |
| 30 Sep, 01 | 1 | - |
| 30 Jun, 01 | - | - |
| 31 Mar, 01 | - | - |
| 31 Dec, 00 | - | -100.00% |
| 30 Sep, 00 | 1 | - |
| 30 Jun, 00 | 1 | - |
| 31 Mar, 00 | 1 | - |
| 31 Dec, 99 | - | - |
| 30 Sep, 99 | - | - |
| 30 Jun, 99 | - | - |
| 31 Mar, 99 | - | - |
21 institutional shareholders have reduced their position in HFWA stock as of 30 Jun 24 compared to 53 in the previous quarter (a -60.38% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 66 | -55.70% | 7,662,703 | -72.88% | 22.00% | 0.33% | 29 | -51.67% | 21 | -60.38% |
| 31 Mar, 24 | 149 | -9.15% | 28,250,605 | 3.48% | 81.12% | 1.34% | 60 | -25.00% | 53 | -11.67% |
| 31 Dec, 23 | 164 | 4.46% | 27,299,249 | 0.21% | 77.95% | 1.29% | 80 | 11.11% | 60 | -4.76% |
| 30 Sep, 23 | 157 | -3.68% | 27,242,087 | -0.88% | 77.78% | 1.27% | 72 | -15.29% | 63 | 21.15% |
| 30 Jun, 23 | 163 | 2.52% | 27,484,640 | -0.53% | 78.40% | 1.27% | 85 | 18.06% | 52 | -11.86% |
| 31 Mar, 23 | 159 | -13.11% | 27,631,503 | -0.63% | 78.70% | 1.25% | 72 | -26.53% | 59 | 9.26% |
| 31 Dec, 22 | 183 | 25.34% | 27,807,812 | 0.34% | 79.22% | 1.27% | 98 | 38.03% | 54 | 20.00% |
| 30 Sep, 22 | 146 | -3.31% | 27,712,613 | 0.90% | 78.94% | 1.29% | 71 | 9.23% | 45 | -21.05% |
| 30 Jun, 22 | 151 | 4.86% | 27,464,334 | -0.00% | 78.22% | 1.28% | 65 | -4.41% | 57 | 9.62% |
| 31 Mar, 22 | 144 | -4.00% | 27,464,888 | 1.18% | 78.26% | 1.35% | 68 | -1.45% | 52 | 1.96% |
| 31 Dec, 21 | 150 | 17.19% | 27,145,882 | -2.26% | 76.09% | 1.25% | 69 | 35.29% | 51 | 2.00% |
| 30 Sep, 21 | 128 | -0.78% | 27,773,985 | -2.35% | 77.92% | 1.24% | 51 | -1.92% | 50 | -3.85% |
| 30 Jun, 21 | 129 | 6.61% | 28,442,326 | -1.46% | 79.15% | 1.25% | 52 | - | 52 | 20.93% |
| 31 Mar, 21 | 121 | -3.97% | 28,862,492 | 0.24% | 79.72% | 1.24% | 52 | 8.33% | 43 | -15.69% |
| 31 Dec, 20 | 126 | 1.61% | 28,793,566 | -0.59% | 80.18% | 1.23% | 48 | 6.67% | 51 | 10.87% |
| 30 Sep, 20 | 124 | 6.90% | 28,965,278 | 0.16% | 80.66% | 1.24% | 45 | -13.46% | 46 | 12.20% |
| 30 Jun, 20 | 116 | -4.92% | 28,918,211 | -0.35% | 80.56% | 1.26% | 52 | -11.86% | 41 | 5.13% |
| 31 Mar, 20 | 122 | -6.87% | 29,020,413 | -0.93% | 79.85% | 1.25% | 59 | -9.23% | 39 | - |
| 31 Dec, 19 | 131 | - | 29,293,767 | -0.19% | 80.04% | 1.25% | 65 | -10.96% | 39 | 30.00% |
| 30 Sep, 19 | 131 | -4.38% | 29,348,473 | -1.40% | 79.88% | 1.23% | 73 | 23.73% | 30 | -37.50% |
| 30 Jun, 19 | 137 | -2.84% | 29,766,536 | -0.80% | 80.73% | 1.22% | 59 | 1.72% | 48 | -5.88% |
| 31 Mar, 19 | 141 | -4.08% | 30,005,815 | -0.63% | 81.48% | 1.11% | 58 | -21.62% | 51 | 13.33% |
| 31 Dec, 18 | 147 | 2.08% | 30,196,418 | -2.56% | 85.80% | 1.21% | 74 | 1.37% | 45 | 9.76% |
| 30 Sep, 18 | 144 | -5.88% | 30,990,663 | 5.57% | 84.28% | 1.13% | 73 | -1.35% | 41 | -26.79% |
| 30 Jun, 18 | 153 | 1.32% | 29,355,100 | 11.86% | 86.50% | 1.39% | 74 | -6.33% | 56 | 5.66% |
| 31 Mar, 18 | 151 | 6.34% | 26,242,962 | 8.77% | 79.03% | 1.20% | 79 | 8.22% | 53 | 10.42% |
| 31 Dec, 17 | 142 | 10.08% | 24,128,056 | 3.21% | 81.08% | 1.32% | 73 | 10.61% | 48 | 6.67% |
| 30 Sep, 17 | 129 | 0.78% | 23,377,623 | 2.89% | 78.49% | 1.35% | 66 | 20.00% | 45 | -15.09% |
| 30 Jun, 17 | 128 | -3.03% | 22,721,924 | 1.21% | 76.36% | 1.34% | 55 | -14.06% | 53 | 3.92% |
| 31 Mar, 17 | 132 | -0.75% | 22,450,023 | 2.42% | 75.58% | 1.39% | 64 | -8.57% | 51 | 27.50% |
| 31 Dec, 16 | 133 | 9.02% | 21,920,165 | 1.10% | 73.84% | 1.38% | 70 | 12.90% | 40 | 17.65% |
| 30 Sep, 16 | 122 | -3.94% | 21,682,189 | 0.55% | 73.04% | 1.38% | 62 | 10.71% | 34 | -17.07% |
| 30 Jun, 16 | 127 | 5.83% | 21,564,517 | 0.89% | 72.68% | 1.40% | 56 | -5.08% | 41 | 17.14% |
| 31 Mar, 16 | 120 | 2.56% | 21,374,984 | 0.39% | 72.04% | 1.40% | 59 | 15.69% | 35 | -7.89% |
| 31 Dec, 15 | 117 | 1.74% | 21,292,562 | -21.83% | 71.67% | 0.85% | 51 | -16.39% | 38 | 22.58% |
| 30 Sep, 15 | 115 | 7.48% | 27,238,481 | 35.25% | 91.72% | 2.00% | 61 | 5.17% | 31 | 10.71% |
| 30 Jun, 15 | 107 | 3.88% | 20,140,087 | 1.44% | 67.66% | 1.55% | 58 | 31.82% | 28 | -26.32% |
| 31 Mar, 15 | 103 | 4.04% | 19,853,631 | -0.97% | 66.11% | 1.48% | 44 | -6.38% | 38 | 26.67% |
| 31 Dec, 14 | 99 | 5.32% | 20,047,592 | -0.42% | 66.78% | 1.49% | 47 | -2.08% | 30 | -3.23% |
| 30 Sep, 14 | 94 | -6.00% | 20,131,854 | 0.89% | 66.96% | 1.09% | 48 | -42.17% | 31 | 181.82% |
| 30 Jun, 14 | 100 | 25.00% | 19,954,432 | 81.34% | 78.48% | 1.66% | 83 | 102.44% | 11 | -52.17% |
| 31 Mar, 14 | 80 | 2.56% | 11,004,175 | 7.74% | 68.70% | 1.69% | 41 | 5.13% | 23 | -8.00% |
| 31 Dec, 13 | 78 | 6.85% | 10,213,323 | 7.80% | 63.80% | 1.81% | 39 | 11.43% | 25 | 19.05% |
| 30 Sep, 13 | 73 | 8.96% | 9,474,126 | -3.09% | 59.37% | 1.39% | 35 | -30.00% | 21 | 90.91% |
| 30 Jun, 13 | 67 | 139.29% | 9,775,792 | 119.70% | 65.26% | 7.36% | 50 | 316.67% | 11 | 22.22% |
| 31 Mar, 13 | 28 | -12.50% | 4,449,638 | -14.54% | 29.78% | 2.50% | 12 | -33.33% | 9 | 12.50% |
| 31 Dec, 12 | 32 | 3.23% | 5,206,612 | -0.30% | 34.53% | 2.83% | 18 | 28.57% | 8 | -20.00% |
| 30 Sep, 12 | 31 | -8.82% | 5,222,188 | -10.43% | 34.92% | 2.35% | 14 | -17.65% | 10 | 25.00% |
| 30 Jun, 12 | 34 | 36.00% | 5,830,111 | 12.40% | 38.55% | 3.35% | 17 | 70.00% | 8 | - |
| 31 Mar, 12 | 25 | -3.85% | 5,186,892 | 1.17% | 33.91% | 3.07% | 10 | -33.33% | 8 | 100.00% |
| 31 Dec, 11 | 26 | 13.04% | 5,126,892 | -4.35% | 33.22% | 2.76% | 15 | 114.29% | 4 | -55.56% |
| 30 Sep, 11 | 23 | -8.00% | 5,360,184 | -1.05% | 34.67% | 2.83% | 7 | -46.15% | 9 | 28.57% |
| 30 Jun, 11 | 25 | -7.41% | 5,417,032 | -1.71% | 35.03% | 2.70% | 13 | -7.14% | 7 | 40.00% |
| 31 Mar, 11 | 27 | 12.50% | 5,511,017 | 6.54% | 36.03% | 1.67% | 14 | -22.22% | 5 | 25.00% |
| 31 Dec, 10 | 24 | 41.18% | 5,172,654 | 109.36% | 46.51% | 9.24% | 18 | 80.00% | 4 | 33.33% |
| 30 Sep, 10 | 17 | -15.00% | 2,470,747 | -11.81% | 22.43% | 3.47% | 10 | - | 3 | -25.00% |
| 30 Jun, 10 | 20 | - | 2,801,661 | 6.52% | 25.44% | 4.45% | 10 | 25.00% | 4 | - |
| 31 Mar, 10 | 20 | 25.00% | 2,630,072 | 25.11% | 23.91% | 3.32% | 8 | -27.27% | 4 | 33.33% |
| 31 Dec, 09 | 16 | 33.33% | 2,102,200 | 21.79% | 26.84% | 4.50% | 11 | 37.50% | 3 | 200.00% |
| 30 Sep, 09 | 12 | 9.09% | 1,726,150 | 422.94% | 24.41% | 98.07% | 8 | -11.11% | 1 | - |
| 30 Jun, 09 | 11 | 120.00% | 330,088 | 14.53% | 4.99% | 26.25% | 9 | 350.00% | 1 | - |
| 31 Mar, 09 | 5 | -37.50% | 288,207 | -12.60% | 4.36% | 17.46% | 2 | -60.00% | 1 | - |
| 31 Dec, 08 | 8 | 60.00% | 329,754 | 64.44% | 5.00% | 54.16% | 5 | 25.00% | 1 | - |
| 30 Sep, 08 | 5 | -16.67% | 200,533 | -1.61% | 3.04% | 32.64% | 4 | - | - | -100.00% |
| 30 Jun, 08 | 6 | -33.33% | 203,817 | 57.13% | 3.05% | 78.68% | 4 | - | 1 | -50.00% |
| 31 Mar, 08 | 9 | -10.00% | 129,714 | -45.13% | 1.97% | 15.16% | 4 | 33.33% | 2 | - |
| 31 Dec, 07 | 10 | 25.00% | 236,412 | 81.88% | 3.60% | 90.63% | 3 | 50.00% | 2 | 100.00% |
| 30 Sep, 07 | 8 | 14.29% | 129,983 | -19.23% | 1.99% | 33.22% | 2 | - | 1 | - |
| 30 Jun, 07 | 7 | -12.50% | 160,926 | -5.44% | 2.45% | 34.80% | 2 | -33.33% | 1 | - |
| 31 Mar, 07 | 8 | 14.29% | 170,187 | 32.14% | 2.65% | 65.02% | 3 | - | 1 | - |
| 31 Dec, 06 | 7 | -22.22% | 128,795 | -0.81% | 2.02% | 49.42% | 3 | 50.00% | 1 | -50.00% |
| 30 Sep, 06 | 9 | 28.57% | 129,849 | 47.33% | 2.02% | 104.54% | 2 | -33.33% | 2 | - |
| 30 Jun, 06 | 7 | 40.00% | 88,136 | 15.61% | 1.39% | 93.58% | 3 | - | 2 | - |
| 31 Mar, 06 | 5 | - | 76,238 | -43.07% | 1.22% | 26.05% | 3 | 50.00% | - | -100.00% |
| 31 Dec, 05 | 5 | 25.00% | 133,906 | 1.45% | 2.16% | 47.56% | 2 | -33.33% | 1 | - |
| 30 Sep, 05 | 4 | -20.00% | 131,993 | 11.13% | 2.13% | 64.96% | 3 | 50.00% | - | -100.00% |
| 30 Jun, 05 | 5 | -16.67% | 118,773 | 4.97% | 1.81% | 55.44% | 2 | -50.00% | 1 | - |
| 31 Mar, 05 | 6 | 50.00% | 113,149 | 43.44% | 1.81% | 125.07% | 4 | 33.33% | 1 | - |
| 31 Dec, 04 | 4 | 100.00% | 78,881 | 429.79% | 1.20% | 2230.19% | 3 | - | 1 | -50.00% |
| 30 Sep, 04 | 2 | -50.00% | 14,889 | -80.25% | 0.23% | 15.53% | - | - | 2 | - |
| 30 Jun, 04 | 4 | -50.00% | 75,391 | -35.81% | 1.22% | 37.13% | - | -100.00% | 2 | - |
| 31 Mar, 04 | 8 | - | 117,448 | 0.45% | 1.81% | 61.72% | 2 | -50.00% | 2 | - |
| 31 Dec, 03 | 8 | 14.29% | 116,924 | 20.48% | 1.71% | 80.94% | 4 | -20.00% | 2 | - |
| 30 Sep, 03 | 7 | 40.00% | 97,046 | 193.63% | 1.46% | 656.45% | 5 | 25.00% | - | - |
| 30 Jun, 03 | 5 | 150.00% | 33,050 | 110.51% | 0.47% | 930.90% | 4 | 300.00% | - | -100.00% |
| 31 Mar, 03 | 2 | - | 15,700 | -79.87% | 0.22% | 21.19% | 1 | -50.00% | 1 | - |
| 31 Dec, 02 | 2 | -33.33% | 78,000 | -52.35% | 1.03% | 21.43% | 2 | -33.33% | - | - |
| 30 Sep, 02 | 3 | 50.00% | 163,700 | 337.70% | 2.19% | 940.32% | 3 | 200.00% | - | -100.00% |
| 30 Jun, 02 | 2 | -50.00% | 37,400 | -74.95% | 0.48% | 13.07% | 1 | -75.00% | 1 | - |
| 31 Mar, 02 | 4 | 300.00% | 149,280 | 1558.67% | 1.92% | 16598.33% | 4 | 300.00% | - | - |
| 31 Dec, 01 | 1 | - | 9,000 | -39.80% | 0.11% | 324.26% | 1 | - | - | -100.00% |
| 30 Sep, 01 | 1 | -50.00% | 14,949 | -88.42% | 0.18% | 7.66% | - | -100.00% | 1 | - |
| 30 Jun, 01 | 2 | 100.00% | 129,113 | 1598.86% | 1.54% | 19644.36% | 2 | - | - | - |
| 31 Mar, 01 | 1 | -50.00% | 7,600 | -63.28% | 0.09% | 186.78% | - | -100.00% | - | - |
| 31 Dec, 00 | 2 | - | 20,698 | 0.20% | 0.22% | 474.15% | 1 | - | - | -100.00% |
| 30 Sep, 00 | 2 | - | 20,656 | -2.66% | 0.21% | 456.09% | - | -100.00% | 1 | - |
| 30 Jun, 00 | 2 | 100.00% | 21,220 | 23.09% | 0.22% | 782.75% | 1 | - | 1 | - |
| 31 Mar, 00 | 1 | - | 17,239 | -0.19% | 0.17% | 712.70% | - | -100.00% | 1 | - |
| 31 Dec, 99 | 1 | -50.00% | 17,272 | -81.29% | 0.15% | 16.65% | 1 | -50.00% | - | - |
| 30 Sep, 99 | 2 | -33.33% | 92,319 | -41.57% | 0.96% | 46.68% | 2 | -33.33% | - | - |
| 30 Jun, 99 | 3 | - | 158,001 | 3.47% | 1.43% | 90.43% | 3 | - | - | - |
| 31 Mar, 99 | 3 | - | 152,701 | - | 1.26% | - | 3 | - | - | - |
Heritage Financial Insider Shareholders Trades
Open Market Insider Trades
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Heritage Financial's stock was made by Chalfant Tony on Jun 18 2024, selling 118 shares at $16.68 per share (valued at $1.97K).
Heritage Financial Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | 22 | 16 | 137.50% |
| Q1 2024 | 56 | 53 | 105.66% |
| Q4 2023 | 5 | 6 | 83.33% |
| Q3 2023 | 1 | - | - |
| Q2 2023 | 27 | 21 | 128.57% |
| Q1 2023 | 65 | 57 | 114.04% |
| Q4 2022 | 4 | 11 | 36.36% |
| Q2 2022 | 26 | 19 | 136.84% |
| Q1 2022 | 34 | 33 | 103.03% |
| Q4 2021 | 2 | 5 | 40.00% |
| Q3 2021 | - | 1 | - |
| Q2 2021 | 21 | 21 | 100.00% |
| Q1 2021 | 52 | 52 | 100.00% |
| Q4 2020 | 2 | 6 | 33.33% |
| Q3 2020 | 2 | 5 | 40.00% |
| Q2 2020 | 22 | 11 | 200.00% |
| Q1 2020 | 52 | 50 | 104.00% |
| Q4 2019 | 2 | 3 | 66.67% |
| Q3 2019 | 3 | 5 | 60.00% |
| Q2 2019 | 19 | 12 | 158.33% |
22 total buy trades, and 16 total sell trades (buy/sell ratio of 1.38%) were made by Heritage Financial's insiders, as of Q2 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | - | - | - |
| Q1 2024 | - | - | - |
| Q4 2023 | 2 | - | - |
| Q3 2023 | 1 | - | - |
| Q2 2023 | 3 | - | - |
| Q1 2023 | - | - | - |
| Q4 2022 | - | 6 | - |
| Q2 2022 | - | 1 | - |
| Q1 2022 | - | - | - |
| Q4 2021 | - | - | - |
| Q3 2021 | - | - | - |
| Q2 2021 | - | 6 | - |
| Q1 2021 | - | 2 | - |
| Q4 2020 | - | 1 | - |
| Q3 2020 | - | - | - |
| Q2 2020 | 2 | - | - |
| Q1 2020 | 2 | - | - |
| Q4 2019 | - | 3 | - |
| Q3 2019 | - | 2 | - |
| Q2 2019 | - | 2 | - |
As of Q2 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Heritage Financial's stocks.
HFWA Ownership FAQ
Who Owns Heritage Financial?
Heritage Financial is owned by institutional shareholders (22.00%), insiders (1.90%), and public (76.09%). The largest institutional shareholder of Heritage Financial is BLACKROCK INC. (14.31% of total shares) and the top mutual fund owner is HEARTLAND GROUP INC (0.71% of total shares).
Who are the major institutional shareholders of Heritage Financial?
Heritage Financial's major institutional shareholders are BLACKROCK INC., VANGUARD GROUP INC, DIMENSIONAL FUND ADVISORS LP, ALLIANCEBERNSTEIN L.P., and STATE STREET CORP. The top five shareholders own together 36.47% of the company's share outstanding.
How many Heritage Financial shareholders are there?
As of Jun 2024, there are 66 institutional shareholders of Heritage Financial.
What percentage of Heritage Financial is owned by BLACKROCK INC?
BLACKROCK INC owns 4.98M shares of Heritage Financial, representing 14.31% of the company's total shares outstanding, valued at $89.82M (as of Jun 2024).
What percentage of Heritage Financial is owned by VANGUARD GROUP INC?
As of Jun 2024, VANGUARD GROUP INC holds 2.49M shares of Heritage Financial (HFWA), compromising 7.15% of the company, valued at $44.9M.
What percentage of Heritage Financial is owned by DIMENSIONAL FUND ADVISORS LP?
DIMENSIONAL FUND ADVISORS LP is the third largest holder of Heritage Financial. The company owns 1.93M of the company's shares outstanding (worth $34.88M).