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

Q1 2025 13F Holders as of 31 Mar 2025

Type / Class
Equity / Common Stock
Shares outstanding
34,128,525
Number of holders
179
Total 13F shares, excl. options
28,569,688
Shares change
+878,546
Total reported value, excl. options
$695,002,004
Value change
+$21,291,773
Put/Call ratio
27%
Number of buys
80
Number of sells
79
Price
$24.33

Institutional Holders of HERITAGE FINANCIAL CORP /WA/ - Common Stock (HFWA) as of Q1 2025

As of 31 Mar 2025 HERITAGE FINANCIAL CORP /WA/ - Common Stock (HFWA) had 197 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC). These institutions held a total of 28,569,688 shares of stock of the company.
Largest 10 holders included BlackRock, Inc., JENNISON ASSOCIATES LLC, VANGUARD GROUP INC, DIMENSIONAL FUND ADVISORS LP, STATE STREET CORP, VICTORY CAPITAL MANAGEMENT INC, ALLIANCEBERNSTEIN L.P., GEODE CAPITAL MANAGEMENT, LLC, ARROWSTREET CAPITAL, LIMITED PARTNERSHIP, and MORGAN STANLEY.
This table shows 197 institutional shareholders of the security as of 31 Mar 2025.
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.