Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Heritage Financial Corp
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
Nasdaq · Savings Institutions, Not Federally Chartered
Prev close 28.49 · gapped above the open, then crossed back over prior close. High/low 28.70 at 10:15 am ET, 28.48 at 12:45 pm ET.
192 institutional managers report a position in Heritage Financial Corp worth $982.1M between them, filed on form 13F for the quarter ending 2026-06-30. 23 of them hold 80% of it, the largest being BlackRock, Inc. at 17.53%.
167 more managers in the register
23 managers hold 80% of the $982.1M institutional base. The other 169 hold the rest.
Positions as filed with the SEC for the quarter ended Jun 30. A 13F is due 45 days after the quarter closes, so this register is 78 days old and does not move with the price above it.
HFWA (Heritage Financial Corp) has 0 disclosed suppliers and 0 disclosed customers, strongest disclosure first.
Select a tie for the filing sentence that discloses it; select again to open the company. Lines are disclosed suppliers and customers, coloured by industry; the closer to the centre, the more the filings disclose. A dot is green or red by today’s move. Extended: satellites hang off single companies, not bundled sectors.
via Jennison Associates LLC, Victory Capital Management Inc, Wellington Management Group LLP +1 more · 10.67% of HFWA, 7.90% of LADR
via Jennison Associates LLC, Victory Capital Management Inc, Arrowstreet Capital, Limited Partnership · 10.67% of HFWA, 12.25% of INN
via Jennison Associates LLC, Victory Capital Management Inc, Boston Partners · 10.67% of HFWA, 8.86% of XZO
via Jennison Associates LLC · 10.67% of HFWA, 12.32% of CABA
via Jennison Associates LLC, Arrowstreet Capital, Limited Partnership, Bridgeway Capital Management Inc · 10.67% of HFWA, 8.66% of TREE
via Victory Capital Management Inc, Boston Partners, Wellington Management Group LLP +1 more · 7.12% of HFWA, 6.13% of LH
Managers holding a meaningful stake in HFWA also hold this much of the other company’s institutional base. Managers who hold most of the companies we cover are excluded, because their overlap says nothing about this one in particular. This is how the two are held, not evidence that one moves the other.