NasdaqGS - Nasdaq Real Time Price • USD
Heritage Financial Corporation (HFWA)
As of 3:21 PM EDT. Market Open.
Major Holders
| Breakdown | |
|---|---|
| 1.81% | % of Shares Held by All Insider |
| 80.96% | % of Shares Held by Institutions |
| 82.45% | % of Float Held by Institutions |
| 242 | Number of Institutions Holding Shares |
Top Institutional Holders
| Holder | Shares | Date Reported | % Out | Value |
|---|---|---|---|---|
| Blackrock Inc. | 5.07M | Dec 31, 2023 | 14.64% | 91,301,508 |
| Vanguard Group Inc | 2.68M | Dec 31, 2023 | 7.72% | 48,158,604 |
| Alliancebernstein L.P. | 1.99M | Dec 31, 2023 | 5.75% | 35,843,004 |
| Dimensional Fund Advisors LP | 1.73M | Dec 31, 2023 | 5.00% | 31,206,996 |
| State Street Corporation | 1.62M | Dec 31, 2023 | 4.66% | 29,095,452 |
| Bank Of New York Mellon Corporation | 1.07M | Dec 31, 2023 | 3.08% | 19,207,926 |
| Charles Schwab Investment Management, Inc. | 1.01M | Dec 31, 2023 | 2.91% | 18,155,808 |
| Goldman Sachs Group Inc | 932.18k | Dec 31, 2023 | 2.69% | 16,779,186 |
| Geode Capital Management, LLC | 773.79k | Dec 31, 2023 | 2.23% | 13,928,292 |
| Ameriprise Financial, Inc. | 526.43k | Dec 31, 2023 | 1.52% | 9,475,722 |
Top Mutual Fund Holders
| Holder | Shares | Date Reported | % Out | Value |
|---|---|---|---|---|
| iShares Core S&P Smallcap ETF | 2.31M | Feb 29, 2024 | 6.68% | 41,647,392 |
| Vanguard Total Stock Market Index Fund | 1.1M | Dec 31, 2023 | 3.18% | 19,843,416 |
| iShares Russell 2000 ETF | 750.38k | Feb 29, 2024 | 2.17% | 13,506,822 |
| Schwab Strategic Tr-Schwab U.S. Dividend Equity ETF | 562.56k | Nov 30, 2023 | 1.62% | 10,126,044 |
| Vanguard Extended Market Index Fund | 501.85k | Dec 31, 2023 | 1.45% | 9,033,336 |
| iShares S&P Smallcap 600 Value ETF | 404.52k | Feb 29, 2024 | 1.17% | 7,281,450 |
| Heartland Value Fund | 400k | Dec 31, 2023 | 1.15% | 7,200,000 |
| Fidelity Small Cap Index Fund | 351.93k | Jan 31, 2024 | 1.02% | 6,334,650 |
| AB Cap Fd.-AB Small Cap Value Port | 354.74k | Feb 29, 2024 | 1.02% | 6,385,248 |
| SPDR Portfolio S&P 600 Small Cap ETF | 320.73k | Feb 29, 2024 | 0.93% | 5,773,122 |
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