Heritage Financial CorporationHFWANASDAQ
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| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| BlackRock, Inc. | 4.73M | Sep 30, 25 | -167.18K | -- |
| JENNISON ASSOCIATES LLC | 3.08M | Sep 30, 25 | +102.71K | -- |
| VICTORY CAPITAL MANAGEMENT INC | 2.63M | Sep 30, 25 | +220.27K | -- |
| VANGUARD GROUP INC | 2.37M | Sep 30, 25 | -52.83K | -- |
| DIMENSIONAL FUND ADVISORS LP | 2.03M | Sep 30, 25 | -9.67K | -- |
| STATE STREET CORP | 1.52M | Sep 30, 25 | -62.62K | -- |
| ALLIANCEBERNSTEIN L.P. | 1.34M | Sep 30, 25 | -16.52K | -- |
| GEODE CAPITAL MANAGEMENT, LLC | 838.43K | Sep 30, 25 | +10.40K | -- |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 502.87K | Sep 30, 25 | -1.64K | -- |
| WELLINGTON MANAGEMENT GROUP LLP | 463.40K | Sep 30, 25 | +463.40K | -- |
| Algebris (UK) Ltd | 445.76K | Sep 30, 25 | +445.76K | -- |
| NORTHERN TRUST CORP | 398.66K | Sep 30, 25 | -9.42K | -- |
| AMERIPRISE FINANCIAL INC | 348.97K | Sep 30, 25 | -44.65K | -- |
| MORGAN STANLEY | 348.53K | Sep 30, 25 | -32.60K | -- |
| Bank of New York Mellon Corp | 341.46K | Sep 30, 25 | -8.31K | -- |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 327.81K | Sep 30, 25 | +4.59K | -- |
| LORD, ABBETT & CO. LLC | 326.73K | Sep 30, 25 | -- | -- |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 317.99K | Sep 30, 25 | -2.62K | -- |
| RENAISSANCE TECHNOLOGIES LLC | 285.83K | Sep 30, 25 | -35.70K | -- |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 280.52K | Sep 30, 25 | -3.45K | -- |
| HEARTLAND ADVISORS INC | 275.00K | Sep 30, 25 | -- | -- |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 260.24K | Sep 30, 25 | +10.11K | -- |
| Invesco Ltd. | 257.23K | Sep 30, 25 | -18.00K | -- |
| ProShare Advisors LLC | 257.13K | Sep 30, 25 | -9.23K | -- |
| TWO SIGMA INVESTMENTS, LP | 256.57K | Sep 30, 25 | +73.59K | -- |
| Nuveen, LLC | 244.91K | Sep 30, 25 | -11.98K | -- |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 230.74K | Sep 30, 25 | -- | -- |
| Dana Investment Advisors, Inc. | 220.74K | Sep 30, 25 | -1.55K | -- |
| BANK OF AMERICA CORP /DE/ | 215.73K | Sep 30, 25 | +35.15K | -- |
| TWO SIGMA ADVISERS, LP | 210.35K | Sep 30, 25 | +69.90K | -- |
| PRINCIPAL FINANCIAL GROUP INC | 188.72K | Sep 30, 25 | -18.26K | -- |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 177.42K | Sep 30, 25 | -55.44K | -- |
| ROYCE & ASSOCIATES LP | 169.01K | Sep 30, 25 | +2.89K | -- |
| GREAT LAKES ADVISORS, LLC | 164.24K | Sep 30, 25 | -20.69K | -- |
| Russell Investments Group, Ltd. | 140.82K | Sep 30, 25 | +42.96K | -- |
| Empowered Funds, LLC | 137.74K | Sep 30, 25 | +10.11K | -- |
| GOLDMAN SACHS GROUP INC | 136.73K | Sep 30, 25 | -6.87K | -- |
| MARTIN & CO INC /TN/ | 132.59K | Sep 30, 25 | +1.34K | -- |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 132.46K | Sep 30, 25 | +16.18K | -- |
| AQR CAPITAL MANAGEMENT LLC | 128.97K | Sep 30, 25 | +14.32K | -- |
| AMERICAN CENTURY COMPANIES INC | 110.76K | Sep 30, 25 | -29.56K | -- |
| RHUMBLINE ADVISERS | 99.89K | Sep 30, 25 | -1.51K | -- |
| UBS Group AG | 98.43K | Sep 30, 25 | -11.11K | -- |
| Legal & General Group Plc | 91.91K | Sep 30, 25 | -3.02K | -- |
| ROYAL BANK OF CANADA | 80.20K | Sep 30, 25 | -12.67K | -- |
| LSV ASSET MANAGEMENT | 74.50K | Sep 30, 25 | -- | -- |
| DEPRINCE RACE & ZOLLO INC | 70.51K | Sep 30, 25 | +26.73K | -- |
| Swiss National Bank | 66.17K | Sep 30, 25 | +1.30K | -- |
| KEYBANK NATIONAL ASSOCIATION/OH | 64.67K | Sep 30, 25 | +1.75K | -- |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 58.04K | Sep 30, 25 | +30.73K | -- |
| NWAM LLC | 53.48K | Sep 30, 25 | +2 | -- |
| UBS ASSET MANAGEMENT AMERICAS INC | 51.37K | Sep 30, 25 | -47.37K | -- |
| RAYMOND JAMES FINANCIAL INC | 50.90K | Sep 30, 25 | +3 | -- |
| BARCLAYS PLC | 50.13K | Sep 30, 25 | -27.92K | -- |
| JANE STREET GROUP, LLC | 46.84K | Sep 30, 25 | -11.30K | -- |
| VOYA INVESTMENT MANAGEMENT LLC | 46.67K | Sep 30, 25 | -6.11K | -- |
| Pacific Ridge Capital Partners, LLC | 41.97K | Sep 30, 25 | -- | -- |
| PRICE T ROWE ASSOCIATES INC /MD/ | 39.61K | Sep 30, 25 | +5.04K | -- |
| Baird Financial Group, Inc. | 38.24K | Sep 30, 25 | -11.57K | -- |
| JPMORGAN CHASE & CO | 37.00K | Sep 30, 25 | +1.73K | -- |
| CITIGROUP INC | 36.99K | Sep 30, 25 | -31.42K | -- |
| THRIVENT FINANCIAL FOR LUTHERANS | 35.94K | Sep 30, 25 | +10.87K | -- |
| INTECH INVESTMENT MANAGEMENT LLC | 35.89K | Sep 30, 25 | +960 | -- |
| Quantinno Capital Management LP | 34.96K | Sep 30, 25 | +16.48K | -- |
| PRUDENTIAL FINANCIAL INC | 34.17K | Sep 30, 25 | -1.14K | -- |
| LAZARD ASSET MANAGEMENT LLC | 33.13K | Sep 30, 25 | -- | -- |
| FEDERATED HERMES, INC. | 32.86K | Sep 30, 25 | -24.58K | -- |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 32.18K | Sep 30, 25 | -9 | -- |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 31.84K | Sep 30, 25 | +2 | -- |
| Rafferty Asset Management, LLC | 28.78K | Sep 30, 25 | -9.32K | -- |
| FIRST TRUST ADVISORS LP | 28.63K | Sep 30, 25 | -10.90K | -- |
| WELLS FARGO & COMPANY/MN | 28.61K | Sep 30, 25 | +4.12K | -- |
| GLOBEFLEX CAPITAL L P | 27.30K | Sep 30, 25 | -- | -- |
| DEUTSCHE BANK AG\ | 26.51K | Sep 30, 25 | +4.57K | -- |
| Penn Capital Management Company, LLC | 26.25K | Sep 30, 25 | +2.27K | -- |
| STRS OHIO | 22.50K | Sep 30, 25 | -2.70K | -- |
| FRANKLIN RESOURCES INC | 21.16K | Sep 30, 25 | -- | -- |
| Bensler, LLC | 20.45K | Sep 30, 25 | -- | -- |
| MetLife Investment Management, LLC | 20.42K | Sep 30, 25 | -- | -- |
| Mengis Capital Management, Inc. | 20.31K | Sep 30, 25 | +1 | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 18.99K | Sep 30, 25 | -38.68K | -- |
| GABELLI FUNDS LLC | 18.73K | Sep 30, 25 | -- | -- |
| State of Alaska, Department of Revenue | 18.44K | Sep 30, 25 | -1.85K | -- |
| Illinois Municipal Retirement Fund | 17.95K | Sep 30, 25 | -520 | -- |
| SEI INVESTMENTS CO | 16.45K | Sep 30, 25 | +2.69K | -- |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 15.76K | Sep 30, 25 | -2.93K | -- |
| MILLENNIUM MANAGEMENT LLC | 15.70K | Sep 30, 25 | +1.05K | -- |
| Louisiana State Employees Retirement System | 15.60K | Sep 30, 25 | -300 | -- |
| JANUS HENDERSON GROUP PLC | 15.34K | Sep 30, 25 | -- | -- |
| Badgley Phelps Wealth Managers, LLC | 14.83K | Sep 30, 25 | -400 | -- |
| SageView Advisory Group, LLC | 14.35K | Sep 30, 25 | -95 | -- |
| COMERICA BANK | 13.60K | Sep 30, 25 | -2.46K | -- |
| CITADEL ADVISORS LLC | 12.54K | Sep 30, 25 | +12.54K | -- |
| BRIGHTON JONES LLC | 12.45K | Sep 30, 25 | +450 | -- |
| Hennion & Walsh Asset Management, Inc. | 11.70K | Sep 30, 25 | -277 | -- |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 11.17K | Sep 30, 25 | -10.33K | -- |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10.99K | Sep 30, 25 | +2.86K | -- |
| HRT FINANCIAL LP | 10.83K | Sep 30, 25 | +10.83K | -- |
| YOUSIF CAPITAL MANAGEMENT, LLC | 10.49K | Sep 30, 25 | -2.42K | -- |
| AMALGAMATED BANK | 10.07K | Sep 30, 25 | +340 | -- |
| Arizona State Retirement System | 10.07K | Sep 30, 25 | +156 | -- |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 9.71K | Sep 30, 25 | -1.71K | -- |
| NEW YORK STATE COMMON RETIREMENT FUND | 9.59K | Sep 30, 25 | -- | -- |
| Police & Firemen's Retirement System of New Jersey | 9.45K | Sep 30, 25 | +1.60K | -- |
| LPL Financial LLC | 9.02K | Sep 30, 25 | +9.02K | -- |
| Aspire Capital Advisors LLC | 8.76K | Sep 30, 25 | -- | -- |
| Verition Fund Management LLC | 8.69K | Sep 30, 25 | +8.69K | -- |
| State of Tennessee, Treasury Department | 8.66K | Sep 30, 25 | -- | -- |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 8.65K | Sep 30, 25 | -109 | -- |
| BNP PARIBAS ARBITRAGE, SNC | 8.46K | Sep 30, 25 | +4.56K | -- |
| US BANCORP \DE\ | 8.08K | Sep 30, 25 | -- | -- |
| Aquatic Capital Management LLC | 7.76K | Sep 30, 25 | -3.15K | -- |
| CWM, LLC | 7.66K | Sep 30, 25 | +3.84K | -- |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 7.63K | Sep 30, 25 | -200 | -- |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 6.85K | Sep 30, 25 | -- | -- |
| FMR LLC | 6.53K | Sep 30, 25 | +583 | -- |
| KLP KAPITALFORVALTNING AS | 6.40K | Sep 30, 25 | -- | -- |
| CGC Financial Services, LLC | 6.16K | Sep 30, 25 | -- | -- |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 5.30K | Sep 30, 25 | -600 | -- |
| DekaBank Deutsche Girozentrale | 3.76K | Sep 30, 25 | -- | -- |
| Ameritas Investment Partners, Inc. | 2.85K | Sep 30, 25 | -573 | -- |
| Sterling Capital Management LLC | 2.35K | Sep 30, 25 | +1.45K | -- |
| EverSource Wealth Advisors, LLC | 2.14K | Sep 30, 25 | +182 | -- |
| Tower Research Capital LLC (TRC) | 1.90K | Sep 30, 25 | -974 | -- |
| McIlrath & Eck, LLC | 1.70K | Sep 30, 25 | -- | -- |
| HANTZ FINANCIAL SERVICES, INC. | 1.65K | Sep 30, 25 | +1.25K | -- |
| Allworth Financial LP | 1.30K | Sep 30, 25 | +56 | -- |
| PNC FINANCIAL SERVICES GROUP, INC. | 1.24K | Sep 30, 25 | -3 | -- |
| Rise Advisors, LLC | 917 | Sep 30, 25 | +45 | -- |
| Larson Financial Group LLC | 897 | Sep 30, 25 | +480 | -- |
| SRS Capital Advisors, Inc. | 842 | Sep 30, 25 | +731 | -- |
| Smartleaf Asset Management LLC | 779 | Sep 30, 25 | +108 | -- |
| ADVISOR GROUP HOLDINGS, INC. | 778 | Sep 30, 25 | +105 | -- |
| Rockefeller Capital Management L.P. | 661 | Sep 30, 25 | +661 | -- |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 596 | Sep 30, 25 | -2.90K | -- |
| FIFTH THIRD BANCORP | 396 | Sep 30, 25 | +21 | -- |
| FIRST HORIZON CORP | 395 | Sep 30, 25 | +395 | -- |
| Wealthspire Advisors, LLC | 375 | Sep 30, 25 | +375 | -- |
| SIMPLEX TRADING, LLC | 356 | Sep 30, 25 | -1.46K | -- |
| BNP Paribas Asset Management Holding S.A. | 282 | Sep 30, 25 | -31 | -- |
| NISA INVESTMENT ADVISORS, LLC | 203 | Sep 30, 25 | +105 | -- |
| Triumph Capital Management | 200 | Sep 30, 25 | +200 | -- |
| Salomon & Ludwin, LLC | 191 | Sep 30, 25 | +191 | -- |
| BESSEMER GROUP INC | 189 | Sep 30, 25 | +7 | -- |
| Optiver Holding B.V. | 176 | Sep 30, 25 | +176 | -- |
| Red Tortoise LLC | 149 | Sep 30, 25 | -- | -- |
| UMB Bank, n.a. | 106 | Sep 30, 25 | +14 | -- |
| Cedar Mountain Advisors, LLC | 102 | Sep 30, 25 | +102 | -- |
| Parkside Financial Bank & Trust | 92 | Sep 30, 25 | -- | -- |
| Fortitude Family Office, LLC | 80 | Sep 30, 25 | -- | -- |
| ROTHSCHILD INVESTMENT LLC | 75 | Sep 30, 25 | -20 | -- |
| Aster Capital Management (DIFC) Ltd | 74 | Sep 30, 25 | -289 | -- |
| Farther Finance Advisors, LLC | 66 | Sep 30, 25 | +40 | -- |
| QUADRANT CAPITAL GROUP LLC | 66 | Sep 30, 25 | +66 | -- |
| SIGNATUREFD, LLC | 63 | Sep 30, 25 | -- | -- |
| Physician Wealth Advisors, Inc. | 46 | Sep 30, 25 | -- | -- |
| Spire Wealth Management | 38 | Sep 30, 25 | -20 | -- |
| FARMERS & MERCHANTS INVESTMENTS INC | 26 | Sep 30, 25 | -- | -- |
| PRINCIPAL SECURITIES, INC. | 21 | Sep 30, 25 | -- | -- |
| Vermillion Wealth Management, Inc. | 18 | Sep 30, 25 | +18 | -- |
| Root Financial Partners, LLC | 15 | Sep 30, 25 | +15 | -- |
| ASSETMARK, INC | 14 | Sep 30, 25 | -- | -- |
| Advisory Services Network, LLC | 9 | Sep 30, 25 | +9 | -- |
| JONES FINANCIAL COMPANIES LLLP | 4 | Sep 30, 25 | -98 | -- |
| SBI Securities Co., Ltd. | 1 | Sep 30, 25 | -- | -- |
| Skopos Labs, Inc. | -- | Sep 30, 25 | -396 | -- |
| Geneos Wealth Management Inc. | -- | Sep 30, 25 | -43 | -- |
| Stephens Consulting, LLC | -- | Sep 30, 25 | -30 | -- |
| TEXAS PERMANENT SCHOOL FUND CORP | -- | Sep 30, 25 | -33.31K | -- |
| Versor Investments LP | -- | Sep 30, 25 | -34.20K | -- |
| MAI Capital Management | -- | Sep 30, 25 | -147 | -- |
| TUDOR INVESTMENT CORP ET AL | -- | Sep 30, 25 | -33.96K | -- |
| Trexquant Investment LP | -- | Sep 30, 25 | -77.55K | -- |
| PANAGORA ASSET MANAGEMENT INC | -- | Sep 30, 25 | -84.48K | -- |
| Brevan Howard Capital Management LP | -- | Sep 30, 25 | -8.51K | -- |
| MARSHALL & SULLIVAN INC /WA/ | -- | Sep 30, 25 | -6.14K | -- |
| Campbell & CO Investment Adviser LLC | -- | Sep 30, 25 | -21.15K | -- |
| Maryland State Retirement & Pension System | -- | Sep 30, 25 | -9.92K | -- |
| Caitong International Asset Management Co., Ltd | -- | Sep 30, 25 | -1 | -- |
| CULLEN/FROST BANKERS, INC. | -- | Sep 30, 25 | -131 | -- |
| Mariner, LLC | -- | Sep 30, 25 | -10.64K | -- |
| Dynamic Technology Lab Private Ltd | -- | Sep 30, 25 | -31.46K | -- |
| First Horizon Advisors, Inc. | 395 | Jun 30, 25 | -- | -- |
| Keeley-Teton Advisors, LLC | 19.80K | Mar 31, 25 | +5.28K | -- |
| Nuveen Asset Management, LLC | 102.38K | Dec 31, 24 | -- | -- |
| Zions Bancorporation, N.A. | 6.85K | Dec 31, 24 | +6.85K | -- |
| Cassady Schiller Wealth Management, LLC | 31 | Dec 31, 24 | +31 | -- |
| ClariVest Asset Management LLC | 28 | Sep 30, 24 | -- | -- |
| BlackRock Inc. | 4.98M | Jun 30, 24 | -137.81K | -- |
| Ziegler Capital Management, LLC | 51.33K | Mar 31, 24 | +15.76K | -- |
| CREDIT SUISSE AG/ | 32.65K | Mar 31, 24 | -- | -- |
| Point72 Middle East FZE | -- | Dec 31, 23 | -5.30K | -- |
| EA Series Trust | 77.05K | Jun 30, 23 | +77.05K | -- |
| ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 163.96K | Dec 31, 22 | +163.96K | -- |
| EATON VANCE MANAGEMENT | 15.70K | Sep 30, 22 | -103 | -- |
| MUFG Americas Holdings Corp | 3.56K | Sep 30, 22 | -- | -- |
| WIPFLI FINANCIAL ADVISORS LLC, | 204 | Sep 30, 22 | +204 | -- |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 87.98K | Mar 31, 22 | -34.42K | -- |
| IndexIQ Advisors LLC | 15.95K | Mar 31, 22 | +997 | -- |
| Amalgamated Financial Corp. | 15.60K | Mar 31, 22 | +15.60K | -- |
| BADGLEY PHELPS & BELL INC | 14.73K | Jun 30, 21 | -- | -- |
| THB ASSET MANAGEMENT | 151.54K | Dec 31, 20 | +48.04K | -- |
| Aperio Group, LLC | 35.29K | Dec 31, 20 | +1.20K | -- |
| Xact Kapitalforvaltning AB | 10.02K | Mar 31, 20 | -- | -- |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 17.05K | Dec 31, 19 | -29.00K | -- |
| Advisor Group, Inc. | 512 | Dec 31, 19 | -82 | -- |
| MENTA CAPITAL LLC | 6.80K | Jun 30, 19 | -5.72K | -- |
| OppenheimerFunds, Inc. | 537.59K | Mar 31, 19 | +135.26K | -- |
| TIAA CREF INVESTMENT MANAGEMENT LLC | 76.50K | Mar 31, 19 | -933 | -- |
| TEACHERS ADVISORS, LLC | 74.04K | Mar 31, 19 | +143 | -- |
| COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 38.72K | Dec 31, 18 | -- | -- |
| Vantage Investment Advisors, LLC | 2.13K | Sep 30, 18 | -- | -- |
| Delpha Capital Management, LLC | -- | Mar 31, 18 | -566 | -- |
| Independent Portfolio Consultants, Inc. | 5.33K | Jun 30, 17 | -2.02K | -- |
| TFS CAPITAL LLC | -- | Jun 30, 17 | -8.46K | -- |
| BlackRock Fund Advisors | 970.64K | Dec 31, 16 | +146.54K | -- |
| BlackRock Institutional Trust Company, N.A. | 946.26K | Dec 31, 16 | +77.00K | -- |
| BlackRock Investment Management, LLC | 128.17K | Dec 31, 16 | -1.55K | -- |
| BlackRock Group LTD | 23.67K | Dec 31, 16 | -952.77K | -- |
| BLACKROCK ADVISORS LLC | 19.71K | Dec 31, 16 | +2.60K | -- |
| Emerald Acquisition Ltd. | 330.56K | Sep 30, 16 | +86.83K | -- |
| RUSSELL FRANK CO/ | 187.67K | Mar 31, 16 | -2.86K | -- |
| GREEN ARROW CAPITAL MANAGEMENT LLC | 78.80K | Sep 30, 15 | -52.70K | -- |
| BAIRD ROBERT W & CO INC /WI/ | 32.11K | Mar 31, 15 | +3.85K | -- |
| McAdams Wright Ragen, Inc. | 137.35K | Sep 30, 14 | +778 | -- |
| 1919 Investment Counsel, LLC | 116.65K | Sep 30, 14 | -2.65K | -- |
| MUNDER CAPITAL MANAGEMENT | 53.44K | Sep 30, 14 | +7.02K | -- |
| SEI TRUST CO | 5.66K | Sep 30, 14 | +1.33K | -- |
| UBS AG | 2.52K | Sep 30, 14 | +2.52K | -- |
| Strategic Capital Group LLC | 18.00K | Jun 30, 14 | -450 | -- |
| KMS FINANCIAL SERVICES, INC | -- | Jun 30, 14 | -13.76K | -- |
| MANULIFE INVESTMENT MANAGEMENT (US) LLC | 283.22K | Mar 31, 13 | -- | -- |