Security key
42722X106
HERITAGE FINANCIAL CORP /WA/ - Common Stock (HFWA)
CUSIP: 42722X106
Q4 2024 13F Holders as of 31 Dec 2024
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 27,706,240
- Total 13F value
- $678,787,136
- Share change
- +35,686
- Put/Call ratio
- 350%
- SEC-reported price per share
- $24.50
- Number of holders
- 168
- Value change
- +$1,455,473
- Number of buys
- 70
- Number of sells
- 75
- Shares outstanding
- 41,127,076
Holder snapshot
7 signals
Show 1 more signal
Security identity
1 source field
Report period
Q4 2024
Institutions
168
Top holders
10
HFWA full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q1 2025
Previous quarter: Q3 2024
HERITAGE FINANCIAL CORP /WA/ SEC filings
HERITAGE FINANCIAL CORP /WA/ company facts
Broader feeds
Reporting periods
Holder history for CUSIP 42722X106
Recent filing periods:
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.
Comparable stake leader
ALLIANCEBERNSTEIN L.P.
Disclosed value leader
BlackRock, Inc.
Comparable rows
15/15
Latest evidence
30 Sep 2024
13F
13D/G
Lead comparable stake: 4.4%
13D/G row: ALLIANCEBERNSTEIN L.P.
Showing 1-6 of 15 holder rows.
Quick read
ALLIANCEBERNSTEIN L.P. leads the comparable SEC ownership view at 4.4%.
15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Comparable ownership
Top 5
ALLIANCEBERNSTEIN L.P.
4.4%
BlackRock, Inc.
12%
VANGUARD GROUP INC
6%
DIMENSIONAL FUND ADVISORS LP
4.9%
JENNISON ASSOCIATES LLC
4.2%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. |
13F
13D/G
Company
|
4.4%
from 13D/G
|
$37,612,464
1,727,720 shares
|
— | 30 Sep 2024 |
| BlackRock, Inc. |
13F
Company
|
12%
|
$108,898,112
5,002,210 shares
|
— | 30 Sep 2024 |
| VANGUARD GROUP INC |
13F
Company
|
6%
|
$54,034,359
2,482,056 shares
|
— | 30 Sep 2024 |
| DIMENSIONAL FUND ADVISORS LP |
13F
Company
|
4.9%
|
$44,299,511
2,034,925 shares
|
— | 30 Sep 2024 |
| JENNISON ASSOCIATES LLC |
13F
Company
|
4.2%
|
$37,902,831
1,741,058 shares
|
— | 30 Sep 2024 |
| STATE STREET CORP |
13F
Company
|
3.9%
|
$34,722,345
1,594,963 shares
|
— | 30 Sep 2024 |
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 Q4 2024
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
168
Shares
27,706,240
Rows available
168
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-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 did not pass the local price check.
Compare Q4 2024 vs Q3 2024 Across Filers
Q3 2024 holders
164
Q4 2024 holders
168
Holder diff
4
| Investor | Q3 2024 Shares | Q4 2024 Shares | Share Diff | Share Chg % | Q3 2024 value | Q4 2024 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend