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    Heritage Financial Corp. (HFWA)

    -NasdaqGS
    17.43 Down 0.11(0.63%) 4:00PM EDT
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    Major HoldersGet Major Holders for:
    Breakdown
    % of Shares Held by All Insider and 5% Owners:10%
    % of Shares Held by Institutional & Mutual Fund Owners:41%
    % of Float Held by Institutional & Mutual Fund Owners:46%
    Number of Institutions Holding Shares:87

    Major Direct Holders (Forms 3 & 4)
    HolderSharesReported
    RHODES DONALD V294,435Oct 17, 2013
    VANCE BRIAN L155,183Jun 25, 2015
    JENSEN DARYL D134,310Apr 1, 2014
    BROWN DAVID H96,647Jun 23, 2015
    LIEN JAY T68,663Jul 24, 2014


    Top Institutional Holders
    HolderShares% OutValue*Reported
    Forest Hill Capital LLC2,005,5216.6334,093,857Mar 31, 2015
    Investment Counselors of Maryland1,203,0793.9820,452,343Mar 31, 2015
    Dimensional Fund Advisors LP874,1032.8914,859,751Mar 31, 2015
    Vanguard Group, Inc. (The)852,0332.8214,484,561Mar 31, 2015
    Banc Funds Company, L.L.C. (The)843,9122.7914,346,504Mar 31, 2015
    BlackRock Fund Advisors818,6962.7113,917,832Mar 31, 2015
    Deprince, Race & Zollo, Inc.794,3912.6313,504,647Mar 31, 2015
    BlackRock Institutional Trust Company, N.A.792,7722.6213,477,124Mar 31, 2015
    Schroder Investment Management Group724,2002.3912,311,400Mar 31, 2015
    Goldman Sachs Group, Inc.644,2332.1310,951,961Mar 31, 2015

    Top Mutual Fund Holders
    HolderShares% OutValue*Reported
    Advisors Inner Circle Fund-ICM Small Company Portfolio607,2652.0110,262,778Apr 30, 2015
    Heartland Value Fund478,0001.588,126,000Mar 31, 2015
    Vanguard Total Stock Market Index Fund466,5451.547,931,265Mar 31, 2015
    Goldman Sachs Small Cap Value Fund444,3911.477,163,583Feb 28, 2015
    iShares Russell 2000 ETF443,1551.477,582,382May 31, 2015
    Vanguard Extended Market Index Fund290,5340.964,939,078Mar 31, 2015
    John Hancock Regional Bank Fund (Investors Tr)257,4830.854,518,826Dec 31, 2014
    iShares Russell 2000 Value ETF211,3340.703,615,924May 31, 2015
    John Hancock Financial Opportunities Fund194,5900.643,329,435May 31, 2015
    Russell (Frank) U.S. Small Cap Equity Fund166,5350.552,849,414May 31, 2015

    View Transactions for Insiders & Institutional Holders

    Value shown is computed using the security's price on the report date given.

    Currency in USD.