HERITAGE FINANCIAL CORP /WA/ - Common Stock (HFWA)

CUSIP: 42722X106

Q1 2019 13F Holders as of 31 Mar 2019

Security identity
Security type / class
Equity / Common Stock
Shares outstanding
41,127,076
Holder snapshot
Total 13F shares
30,005,392
Share change
-159,682
Total reported value
$904,430,011
Reported price per share
$30.14
Number of holders
139
Value change
-$4,745,863
Number of buys
56
Number of sells
62

Security key

42722X106

Report period

Q1 2019

Institutions

139

Top holders

10

HFWA full security history Ownership snapshot Full 13F holder table Newer quarter: Q2 2019 Previous quarter: Q4 2018 HERITAGE FINANCIAL CORP /WA/ SEC filings HERITAGE FINANCIAL CORP /WA/ company facts

Broader feeds

Latest 13F filings Latest 13D/G filings Investors directory

Ownership snapshot

Top reported holders of HFWA - HERITAGE FINANCIAL CORP /WA/ - Common Stock (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Lead holder
BlackRock Finance, Inc.
13D/G signal
—
Evidence rows
15
Latest as of
31 Dec 2018
13F Lead comparable stake: 13% Showing 1-6 of 15 holder rows.
Holder Evidence Ownership % Position 12M Net Δ As of
BlackRock Finance, Inc.
13F
Company
13F
13%
$155,374,000
5,227,934 shares
 — 31 Dec 2018
PRICE T ROWE ASSOCIATES INC /MD/
13F
Company
13F
8.8%
$106,986,000
3,599,793 shares
 — 31 Dec 2018
VANGUARD GROUP INC
13F
Company
13F
4.9%
$60,005,000
2,018,999 shares
 — 31 Dec 2018
DIMENSIONAL FUND ADVISORS LP
13F
Company
13F
4.2%
$51,364,000
1,728,242 shares
 — 31 Dec 2018
STATE STREET CORP
13F
Company
13F
3.1%
$37,856,000
1,273,763 shares
 — 31 Dec 2018
GOLDMAN SACHS GROUP INC
13F
Company
13F
2.7%
$33,090,000
1,113,399 shares
 — 31 Dec 2018
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q1 2019

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
139
Shares
30,005,392
Rows available
139
Investor Option Weight % Change % Reported value * Price Shares Share Change Activity Report Period

* Reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that failed the local validity check.

Compare Q1 2019 vs Q4 2018 Across Filers

Q4 2018 holders
143
Q1 2019 holders
139
Holder diff
-4
Investor Q4 2018 Shares Q1 2019 Shares Share Diff Share Chg % Q4 2018 value Q1 2019 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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