Advertisement
U.S. Markets closed

Heritage Financial Corporation (HFWA)

NasdaqGS - NasdaqGS Real Time Price. Currency in USD
23.20+0.21 (+0.91%)
At close: 04:00PM EDT
23.20 0.00 (0.00%)
After hours: 04:03PM EDT
Advertisement

Major Holders

Currency in USD
Breakdown
1.92%% of Shares Held by All Insider
82.69%% of Shares Held by Institutions
84.31%% of Float Held by Institutions
242Number of Institutions Holding Shares

Top Institutional Holders

HolderSharesDate Reported% OutValue
Blackrock Inc.5,113,005Jun 29, 202314.59%82,677,290
Vanguard Group Inc2,646,256Jun 29, 20237.55%42,789,959
Alliancebernstein L.P.1,918,401Jun 29, 20235.47%31,020,544
Dimensional Fund Advisors LP1,825,141Jun 29, 20235.21%29,512,529
State Street Corporation1,636,941Jun 29, 20234.67%26,469,335
Goldman Sachs Group Inc1,172,194Jun 29, 20233.34%18,954,376
Charles Schwab Investment Management, Inc.937,633Jun 29, 20232.68%15,161,525
Bank Of New York Mellon Corporation862,342Jun 29, 20232.46%13,944,070
Geode Capital Management, LLC711,896Jun 29, 20232.03%11,511,358
Ameriprise Financial, Inc.517,242Jun 29, 20231.48%8,363,803

Top Mutual Fund Holders

HolderSharesDate Reported% OutValue
iShares Core S&P Smallcap ETF2,349,768Sep 29, 20236.70%38,324,716
Vanguard Total Stock Market Index Fund1,102,412Jun 29, 20233.15%17,826,002
iShares Russell 2000 ETF787,597Aug 30, 20232.25%13,562,420
Vanguard Extended Market Index Fund522,304Jun 29, 20231.49%8,445,655
Schwab Strategic Tr-Schwab U.S. Dividend Equity ETF517,528May 30, 20231.48%8,461,582
Heartland Value Fund400,000Jun 29, 20231.14%6,468,000
AB Cap Fd.-AB Small Cap Value Port393,853Aug 30, 20231.12%6,782,148
SPDR (R) Ser Tr-S&P Regional Banking ETF375,958Aug 30, 20231.07%6,473,996
iShares S&P Small-Cap 600 Growth ETF345,035Sep 29, 20230.98%5,627,520
Fidelity Small Cap Index Fund312,157Jul 30, 20230.89%5,856,065