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

CUSIP: 42722X106

Q3 2019 13F Holders as of 30 Sep 2019

Security identity
Security type / class
Equity / Common Stock
Shares outstanding
41,127,076
Holder snapshot
Total 13F shares
29,348,312
Share change
-388,115
Total reported value
$791,053,330
Reported price per share
$26.96
Number of holders
129
Value change
-$13,288,005
Number of buys
73
Number of sells
41

Security key

42722X106

Report period

Q3 2019

Institutions

129

Top holders

10

HFWA full security history Ownership snapshot Full 13F holder table Newer quarter: Q4 2019 Previous quarter: Q2 2019 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
30 Jun 2019
13F Lead comparable stake: 12% Showing 1-6 of 15 holder rows.
Holder Evidence Ownership % Position 12M Net Δ As of
BlackRock Finance, Inc.
13F
Company
13F
12%
$151,339,000
5,123,162 shares
 — 30 Jun 2019
PRICE T ROWE ASSOCIATES INC /MD/
13F
Company
13F
8.6%
$104,425,000
3,535,023 shares
 — 30 Jun 2019
VANGUARD GROUP INC
13F
Company
13F
5.2%
$63,234,000
2,140,623 shares
 — 30 Jun 2019
DIMENSIONAL FUND ADVISORS LP
13F
Company
13F
4.2%
$51,493,000
1,743,206 shares
 — 30 Jun 2019
ALLIANCEBERNSTEIN L.P.
13F
Company
13F
3.2%
$39,238,000
1,328,310 shares
 — 30 Jun 2019
GOLDMAN SACHS GROUP INC
13F
Company
13F
3%
$36,427,000
1,233,132 shares
 — 30 Jun 2019
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 Q3 2019

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

Institutions
129
Shares
29,348,312
Rows available
129
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 Q3 2019 vs Q2 2019 Across Filers

Q2 2019 holders
134
Q3 2019 holders
129
Holder diff
-5
Investor Q2 2019 Shares Q3 2019 Shares Share Diff Share Chg % Q2 2019 value Q3 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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