NasdaqGS - Delayed Quote • USD
Heritage Financial Corporation (HFWA)
At close: April 26 at 4:00 PM EDT
After hours: April 26 at 4:16 PM EDT
Major Holders
| Breakdown | |
|---|---|
| 1.81% | % of Shares Held by All Insider |
| 80.78% | % of Shares Held by Institutions |
| 82.27% | % of Float Held by Institutions |
| 241 | Number of Institutions Holding Shares |
Top Institutional Holders
| Holder | Shares | Date Reported | % Out | Value |
|---|---|---|---|---|
| Blackrock Inc. | 5.07M | Dec 31, 2023 | 14.64% | 90,642,112 |
| Vanguard Group Inc | 2.68M | Dec 31, 2023 | 7.72% | 47,810,794 |
| Alliancebernstein L.P. | 1.99M | Dec 31, 2023 | 5.75% | 35,584,139 |
| Dimensional Fund Advisors LP | 1.73M | Dec 31, 2023 | 5.00% | 30,981,613 |
| State Street Corporation | 1.62M | Dec 31, 2023 | 4.66% | 28,885,319 |
| Bank Of New York Mellon Corporation | 1.07M | Dec 31, 2023 | 3.08% | 19,069,202 |
| Charles Schwab Investment Management, Inc. | 1.01M | Dec 31, 2023 | 2.91% | 18,024,683 |
| Goldman Sachs Group Inc | 932.18k | Dec 31, 2023 | 2.69% | 16,658,003 |
| Geode Capital Management, LLC | 773.79k | Dec 31, 2023 | 2.23% | 13,827,699 |
| Ameriprise Financial, Inc. | 526.43k | Dec 31, 2023 | 1.52% | 9,407,286 |
Top Mutual Fund Holders
| Holder | Shares | Date Reported | % Out | Value |
|---|---|---|---|---|
| iShares Core S&P Smallcap ETF | 2.31M | Mar 31, 2024 | 6.68% | 41,346,607 |
| Vanguard Total Stock Market Index Fund | 1.1M | Dec 31, 2023 | 3.18% | 19,700,103 |
| iShares Russell 2000 ETF | 750.38k | Feb 29, 2024 | 2.17% | 13,409,273 |
| Schwab Strategic Tr-Schwab U.S. Dividend Equity ETF | 554.11k | Feb 29, 2024 | 1.60% | 9,901,946 |
| Vanguard Extended Market Index Fund | 501.85k | Dec 31, 2023 | 1.45% | 8,968,095 |
| iShares S&P Smallcap 600 Value ETF | 404.52k | Mar 31, 2024 | 1.17% | 7,228,862 |
| Heartland Value Fund | 400k | Dec 31, 2023 | 1.15% | 7,148,000 |
| Fidelity Small Cap Index Fund | 351.93k | Jan 31, 2024 | 1.02% | 6,288,900 |
| AB Cap Fd.-AB Small Cap Value Port | 354.74k | Feb 29, 2024 | 1.02% | 6,339,132 |
| SPDR Portfolio S&P 600 Small Cap ETF | 320.73k | Feb 29, 2024 | 0.93% | 5,731,427 |
Related Tickers
FUNC First United Corporation
22.52
+1.08%
CZWI Citizens Community Bancorp, Inc.
10.36
-1.15%
SSBI Summit State Bank
9.80
+0.41%
SYBT Stock Yards Bancorp, Inc.
46.15
-0.06%
LKFN Lakeland Financial Corporation
59.77
-0.63%
FBMS The First Bancshares, Inc.
23.90
-4.55%
FSFG First Savings Financial Group, Inc.
15.92
+2.56%
SBFG SB Financial Group, Inc.
13.71
-1.30%
HBNC Horizon Bancorp, Inc.
11.66
-1.60%
HTBK Heritage Commerce Corp
8.00
-2.20%