Notable Holders of Heritage Financial Corp (HFWA)
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Expand Research on HFWA
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* Does Not Fully Represent All Holders
| Fund | Title | Shares | % Owned | Source |
|---|---|---|---|---|
| VANGUARD GROUP INC | COM | 2,646,256 | 16.32% | 13F |
| DIMENSIONAL FUND ADVISORS LP | COM | 1,825,141 | 11.26% | 13F |
| STATE STREET CORP | COM | 1,573,458 | 9.71% | 13F |
| ALLIANCEBERNSTEIN L.P. | COM | 1,306,960 | 8.06% | 13F |
| BlackRock Fund Advisors | COM | 970,636 | 5.99% | 13F |
| BlackRock Institutional Trust Company, N.A. | COM | 946,261 | 5.84% | 13F |
| SCHWAB CHARLES INVESTMENT MANAGEMENT INC | COM | 937,633 | 5.78% | 13F |
| GEODE CAPITAL MANAGEMENT LLC | COM | 711,896 | 4.39% | 13F |
| OPPENHEIMER FUNDS INC | COM | 537,593 | 3.32% | 13F |
| HEARTLAND ADVISORS INC | COM | 447,300 | 2.76% | 13F |
| SCHRODER INVESTMENT MANAGEMENT GROUP | COM | 397,905 | 2.45% | 13F |
| NORTHERN TRUST CORP | COM | 376,622 | 2.32% | 13F |
| Bank of New York Mellon CORP | COM | 366,836 | 2.26% | 13F |
| Emerald Acquisition Ltd. | Common Stocks | 330,564 | 2.04% | 13F |
| Nuveen Asset Management, LLC | COM | 313,964 | 1.94% | 13F |
| MANUFACTURERES LIFE INSURANCE CO | COM | 304,905 | 1.88% | 13F |
| MFC GLOBAL INVESTMENT MANAGEMENT (U.S.), LLC | COM | 283,221 | 1.75% | 13F |
| TWO SIGMA ADVISERS, LLC | COM | 276,446 | 1.71% | 13F |
| Forest Hill Capital, LLC | COM | 273,090 | 1.68% | 13F |
| MILLENNIUM MANAGEMENT LLC | COM | 271,621 | 1.68% | 13F |
| Invesco Ltd. | COM | 264,519 | 1.63% | 13F |
| TWO SIGMA INVESTMENTS LLC | COM | 262,936 | 1.62% | 13F |
| Allspring Global Investments Holdings, LLC | COM | 254,918 | 1.57% | 13F |
| LORD ABBETT & CO LLC | COM | 252,292 | 1.56% | 13F |
| Cubist Systematic Strategies, LLC | COM | 248,875 | 1.54% | 13F |
| BASSWOOD CAPITAL MANAGEMENT LLC | COM | 230,737 | 1.42% | 13F |
| Assenagon Asset Management S.A. | COM | 221,366 | 1.37% | 13F |
| BANK OF AMERICA CORP /DE/ | COM | 220,295 | 1.36% | 13F |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | COM | 212,279 | 1.31% | 13F |
| BRIDGEWAY CAPITAL MANAGEMENT INC | COM | 199,551 | 1.23% | 13F |
| PRINCIPAL FINANCIAL GROUP INC | COM | 199,178 | 1.23% | 13F |
| Goldman Sachs Asset Management, L.P. | CMN | 189,644 | 1.17% | 13F |
| RUSSELL FRANK CO/ | Common Stocks | 187,674 | 1.16% | 13F |
| ARROWSTREET CAPITAL LIMITED PARTNERSHIP | COM | 164,874 | 1.02% | 13F |
| ROTHSCHILD ASSET MANAGEMENT INC | COM | 163,963 | 1.01% | 13F |
| THOMSON HORSTMANN & BRYANT INC | COM | 151,540 | 0.93% | 13F |
| THRIVENT FINANCIAL FOR LUTHERANS | COM | 147,493 | 0.91% | 13F |
| MARTIN & CO INC /TN/ | COM | 143,397 | 0.88% | 13F |
| RENAISSANCE TECHNOLOGIES LLC | COM | 142,889 | 0.88% | 13F |
| GREAT LAKES ADVISORS, LLC | COM | 140,936 | 0.87% | 13F |
| KENNEDY CAPITAL MANAGEMENT INC | COM | 140,229 | 0.87% | 13F |
| Qube Research & Technologies Ltd | COM | 140,039 | 0.86% | 13F |
| McAdams Wright Ragen, Inc. | COM | 137,350 | 0.85% | 13F |
| GREEN ARROW CAPITAL MANAGEMENT LLC | COM | 131,500 | 0.81% | 13F |
| BlackRock Investment Management, LLC | COM | 128,171 | 0.79% | 13F |
| OBERWEIS ASSET MANAGEMENT INC/ | com | 126,500 | 0.78% | 13F |
| Legg Mason Investment Counsel, LLC | COM | 116,650 | 0.72% | 13F |
| AMERIPRISE FINANCIAL INC | COM | 111,479 | 0.69% | 13F |
| RHUMBLINE ADVISERS | COM | 110,992 | 0.68% | 13F |
| UBS Group AG | COM | 106,516 | 0.66% | 13F |
| DEPRINCE RACE & ZOLLO INC | COM | 105,761 | 0.65% | 13F |
| Trexquant Investment LP | COM | 93,899 | 0.58% | 13F |
| LEGAL & GENERAL GROUP PLC | COM | 93,640 | 0.58% | 13F |
| PARAMETRIC PORTFOLIO ASSOCIATES | Common Stock | 87,985 | 0.54% | 13F |
| Robeco Investment Management, Inc. | COM | 79,856 | 0.49% | 13F |
| EA Series Trust | COM | 77,051 | 0.48% | 13F |
| Empowered Funds, LLC | COM | 77,051 | 0.48% | 13F |
| TIAA CREF INVESTMENT MANAGEMENT LLC | CS | 76,502 | 0.47% | 13F |
| ROYAL BANK OF CANADA \ | COM | 76,449 | 0.47% | 13F |
| Swiss National Bank | COM | 75,768 | 0.47% | 13F |
| TEACHERS ADVISORS INC | CS | 74,043 | 0.46% | 13F |
| KEYBANK NATIONAL ASSOCIATION/OH | COM | 65,048 | 0.40% | 13F |
| BARCLAYS PLC | COM | 64,554 | 0.40% | 13F |
| Russell Investments Group, Ltd. | Common Stock | 58,994 | 0.36% | 13F |
| CREDIT SUISSE AG/ | COM | 55,965 | 0.35% | 13F |
| NWAM LLC | COM | 55,306 | 0.34% | 13F |
| MUNDER CAPITAL MANAGEMENT | COM | 53,444 | 0.33% | 13F |
| Rafferty Asset Management, LLC | COM | 53,361 | 0.33% | 13F |
| Numerai GP LLC | COM | 49,971 | 0.31% | 13F |
| EJF Capital LLC | COM | 49,559 | 0.31% | 13F |
| RAYMOND JAMES FINANCIAL INC | COM | 49,417 | 0.30% | 13F |
| Baird Financial Group, Inc. | COMMON | 48,219 | 0.30% | 13F |
| LADENBURG THALMANN FINANCIAL SERVICES INC | COM | 46,053 | 0.28% | 13F |
| SEI INVESTMENTS CO | COM | 45,500 | 0.28% | 13F |
| UBS GLOBAL ASSET MANAGEMENT AMERICAS INC | EQUITY US CM | 44,547 | 0.27% | 13F |
| AQR CAPITAL MANAGEMENT LLC | COM | 44,129 | 0.27% | 13F |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | COM | 43,318 | 0.27% | 13F |
| PRICE T ROWE ASSOCIATES INC /MD/ | COMM STK | 43,248 | 0.27% | 13F |
| WELLS FARGO & CO/MN | COM | 43,106 | 0.27% | 13F |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | COMMON STOCK | 41,238 | 0.25% | 13F |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | COM | 39,633 | 0.24% | 13F |
| HRT FINANCIAL LLC | COM | 39,483 | 0.24% | 13F |
| COLUMBIA PARTNERS L L C INVESTMENT MANAGEMENT | COM | 38,722 | 0.24% | 13F |
| FEDERATED INVESTORS INC /PA/ | COM | 37,848 | 0.23% | 13F |
| STRS OHIO | COM | 36,500 | 0.23% | 13F |
| JANE STREET GROUP, LLC | COM | 36,466 | 0.22% | 13F |
| Ziegler Capital Management, LLC | COM | 36,429 | 0.22% | 13F |
| PANAGORA ASSET MANAGEMENT INC | COM | 35,399 | 0.22% | 13F |
| D. E. Shaw & Co., INC. | COM | 35,391 | 0.22% | 13F |
| Aperio Group, LLC | COM | 35,290 | 0.22% | 13F |
| Pacific Ridge Capital Partners, LLC | COM | 35,103 | 0.22% | 13F |
| BAIRD ROBERT W & CO INC /WI/ | COMMON | 32,113 | 0.20% | 13F |
| PRUDENTIAL FINANCIAL INC | COM | 31,862 | 0.20% | 13F |
| Fourthstone LLC | COM | 31,284 | 0.19% | 13F |
| TEXAS PERMANENT SCHOOL FUND | COM | 30,872 | 0.19% | 13F |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | COM | 29,670 | 0.18% | 13F |
| GSA CAPITAL PARTNERS LLP | COM | 26,479 | 0.16% | 13F |
| CITIGROUP INC | COM | 26,115 | 0.16% | 13F |
| ELEQUIN CAPITAL LP | COM | 24,557 | 0.15% | 13F |
| FIRST TRUST ADVISORS LP | COM | 24,158 | 0.15% | 13F |
| BlackRock Group LTD | COM | 23,668 | 0.15% | 13F |
| Alaska Retirement Management Board | COM | 23,070 | 0.14% | 13F |
| ING INVESTMENT MANAGEMENT LLC | COM | 22,012 | 0.14% | 13F |
| EXCHANGE TRADED CONCEPTS, LLC | COM | 21,489 | 0.13% | 13F |
| TEACHER RETIREMENT SYSTEM OF TEXAS | COM | 20,895 | 0.13% | 13F |
| Bensler, LLC | COM | 20,450 | 0.13% | 13F |
| YOUSIF CAPITAL MANAGEMENT, LLC | COM | 19,834 | 0.12% | 13F |
| BLACKROCK ADVISORS LLC | COM | 19,709 | 0.12% | 13F |
| VICTORY CAPITAL MANAGEMENT INC | COM | 19,476 | 0.12% | 13F |
| Quantbot Technologies LLC | COM | 18,976 | 0.12% | 13F |
| MetLife Investment Advisors, LLC | COM | 18,965 | 0.12% | 13F |
| DEUTSCHE BANK AG\ | COM | 18,867 | 0.12% | 13F |
| Quadrature Capital Ltd | COM | 18,422 | 0.11% | 13F |
| Louisiana State Employees Retirement System | COM | 18,400 | 0.11% | 13F |
| Winton Capital Group Ltd | COM | 18,108 | 0.11% | 13F |
| Strategic Capital Group LLC | COM | 18,000 | 0.11% | 13F |
| Mirae Asset Global Investments Co., Ltd. | COM | 17,605 | 0.11% | 13F |
| Grantham, Mayo, Van Otterloo & Co. LLC | COM | 16,400 | 0.10% | 13F |
| IndexIQ Advisors LLC | COM | 15,951 | 0.10% | 13F |
| EATON VANCE MANAGEMENT | COMMON STOCK | 15,699 | 0.10% | 13F |
| Amalgamated Financial Corp. | COM | 15,599 | 0.10% | 13F |
| HENDERSON GROUP PLC | COM | 15,340 | 0.09% | 13F |
| Badgley Phelps Wealth Managers, LLC | COM | 15,227 | 0.09% | 13F |
| BADGLEY PHELPS & BELL INC | COM | 14,727 | 0.09% | 13F |
| AMALGAMATED BANK | COM | 14,058 | 0.09% | 13F |
| Maryland State Retirement & Pension System | COM | 13,660 | 0.08% | 13F |
| ALPS ADVISORS INC | COM | 13,340 | 0.08% | 13F |
| SageView Advisory Group, LLC | COM | 13,331 | 0.08% | 13F |
| XTX Topco Ltd | COM | 12,782 | 0.08% | 13F |
| BNP PARIBAS ARBITRAGE, SA | Equity | 12,406 | 0.08% | 13F |
| Aspire Capital Advisors LLC | COM | 12,270 | 0.08% | 13F |
| HSBC HOLDINGS PLC | COM | 12,177 | 0.08% | 13F |
| State of Tennessee, Treasury Department | COMMON STOCK | 11,928 | 0.07% | 13F |
| ALGERT COLDIRON INVESTORS LLC | COM | 11,747 | 0.07% | 13F |
| COMERICA BANK | COM | 11,717 | 0.07% | 13F |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | COM | 11,423 | 0.07% | 13F |
| NEW YORK STATE COMMON RETIREMENT FUND | Common Stock | 11,176 | 0.07% | 13F |
| GROUP ONE TRADING, L.P. (PUT) | COM | 11,000 | 0.07% | 13F |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | COM | 10,930 | 0.07% | 13F |
| BRIGHTON JONES LLC | COM | 10,914 | 0.07% | 13F |
| OCCUDO QUANTITATIVE STRATEGIES LP | COM | 10,084 | 0.06% | 13F |
| Xact Kapitalforvaltning AB | COM | 10,023 | 0.06% | 13F |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | COM | 9,796 | 0.06% | 13F |
| Zurcher Kantonalbank (Zurich Cantonalbank) | COM | 8,129 | 0.05% | 13F |
| US BANCORP \DE\ | COM | 8,084 | 0.05% | 13F |
| Dynamic Technology Lab Private Ltd | COM | 7,174 | 0.04% | 13F |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | Com | 6,944 | 0.04% | 13F |
| MENTA CAPITAL LLC | COM | 6,805 | 0.04% | 13F |
| SEI TRUST CO | COM | 5,664 | 0.03% | 13F |
| Independent Portfolio Consultants, Inc. | COMMON | 5,335 | 0.03% | 13F |
| Amundi | COM | 4,461 | 0.03% | 13F |
| Point72 Middle East FZE | COM | 4,004 | 0.02% | 13F |
| Aquatic Capital Management LLC | COM | 3,200 | 0.02% | 13F |
| BMO FINANCIAL CORP | COM | 3,042 | 0.02% | 13F |
| McIlrath & Eck, LLC | COM | 2,840 | 0.02% | 13F |
| Summit Investment Advisors, Inc. | COM | 2,776 | 0.02% | 13F |
| UBS AG | COM | 2,518 | 0.02% | 13F |
| Vantage Investment Advisors, LLC | COM | 2,125 | 0.01% | 13F |
