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

Q1 2024 13F Holders as of 31 Mar 2024

Type / Class
Equity / Common Stock
Shares outstanding
33,773,533
Total 13F shares
28,078,198
Share change
+812,846
Total reported value
$544,432,712
Put/Call ratio
175%
Price per share
$19.39
Number of holders
144
Value change
+$13,486,222
Number of buys
57
Number of sells
78

Institutional Holders of HERITAGE FINANCIAL CORP /WA/ - Common Stock (HFWA) as of Q1 2024

As of 31 Mar 2024, HERITAGE FINANCIAL CORP /WA/ - Common Stock (HFWA) was held by 144 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 28,078,198 shares. The largest 10 holders included BlackRock Inc., VANGUARD GROUP INC, ALLIANCEBERNSTEIN L.P., DIMENSIONAL FUND ADVISORS LP, STATE STREET CORP, CHARLES SCHWAB INVESTMENT MANAGEMENT INC, Bank of New York Mellon Corp, GOLDMAN SACHS GROUP INC, GEODE CAPITAL MANAGEMENT, LLC, and JENNISON ASSOCIATES LLC. This page lists 144 institutional shareholders reporting positions in this security for the Q1 2024 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.