Heritage Financial Corp
HFWA- 交易所
- Nasdaq
- 產業
- Savings Institutions, Not Federally Chartered
- SEC CIK
- 0001046025
近 90 天，Heritage Financial Corp 內部人申報 0 筆公開市場買進、6 筆賣出；2026 年第 2 季末有 191 家機構在 13F 申報持有，市值合計 $9.78 億；沒有大師持有。
2026 年第 2 季 13F 持有人
Heritage Financial Corp 在 2026/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 191
- 較 2026 年第 1 季 +10 家
- 持有股數
- 3,315 萬
- 較 2026 年第 1 季 +36.9 萬 (+1.1%)
- 總市值
- $9.78 億
- 較 2026 年第 1 季 +$1.28 億 (+15.1%)
- 新進機構
- 28
- 另有 69 家加碼
- 清倉機構
- 18
- 另有 57 家減碼
另有 4 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 HFWA 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 191 | $9.78 億 |
| 2026 年第 1 季 | 185 | $8.50 億 |
| 2025 年第 4 季 | 174 | $7.00 億 |
| 2025 年第 3 季 | 171 | $7.07 億 |
| 2025 年第 2 季 | 172 | $6.87 億 |
| 2025 年第 1 季 | 180 | $6.95 億 |
| 2024 年第 4 季 | 170 | $6.80 億 |
| 2024 年第 3 季 | 165 | $6.05 億 |
| 2024 年第 2 季 | 164 | $5.03 億 |
| 2024 年第 1 季 | 146 | $5.74 億 |
| 2023 年第 4 季 | 162 | $6.04 億 |
| 2023 年第 3 季 | 157 | $4.49 億 |
| 2023 年第 2 季 | 162 | $4.49 億 |
| 2023 年第 1 季 | 159 | $5.99 億 |
| 2022 年第 4 季 | 181 | $8.63 億 |
| 2022 年第 3 季 | 150 | $7.34 億 |
| 2022 年第 2 季 | 152 | $6.91 億 |
| 2022 年第 1 季 | 146 | $6.88 億 |
| 2021 年第 4 季 | 147 | $6.65 億 |
| 2021 年第 3 季 | 127 | $7.08 億 |
| 2021 年第 2 季 | 130 | $7.12 億 |
| 2021 年第 1 季 | 121 | $8.16 億 |
2026 年第 2 季持有機構
每家機構持有 Heritage Financial Corp 的股數、市值與佔組合比重；股數變化跟 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 5,811,114 | $1.72 億 | 0.00% | +249,332+4.5% | 加碼 |
| Jennison Associates LLC | 3,538,159 | $1.05 億 | 0.06% | +324,686+10.1% | 加碼 |
| Victory Capital Management Inc | 2,360,915 | $6,993 萬 | 0.04% | −108,400−4.4% | 減碼 |
| Dimensional Fund Advisors LP | 2,044,399 | $6,055 萬 | 0.01% | +87,922+4.5% | 加碼 |
| State Street Corp | 1,982,257 | $5,871 萬 | 0.00% | +185,732+10.3% | 加碼 |
| Vanguard Capital Management LLC | 1,834,712 | $5,434 萬 | 0.00% | −13,194−0.7% | 減碼 |
| Geode Capital Management, LLC | 1,103,769 | $3,270 萬 | 0.00% | +168,967+18.1% | 加碼 |
| Alliancebernstein L.P. | 1,136,479 | $2,955 萬 | 0.01% | −8,441−0.7% | 減碼 |
| Vanguard Portfolio Management LLC | 749,714 | $2,221 萬 | 0.00% | +96,023+14.7% | 加碼 |
| Basswood Capital Management, L.L.C. | 689,010 | $2,041 萬 | 0.87% | −9,894−1.4% | 減碼 |
| Boston Partners | 677,105 | $2,005 萬 | 0.02% | −13,214−1.9% | 減碼 |
| Wellington Management Group LLP | 528,113 | $1,564 萬 | 0.00% | −100,207−15.9% | 減碼 |
| Algebris (UK) Ltd | 469,403 | $1,386 萬 | 0.91% | −49,006−9.5% | 減碼 |
| Morgan Stanley | 455,987 | $1,351 萬 | 0.00% | −23,846−5.0% | 減碼 |
| Northern Trust Corp | 440,623 | $1,305 萬 | 0.00% | +27,507+6.7% | 加碼 |
| Charles Schwab Investment Management Inc | 399,435 | $1,183 萬 | 0.00% | +22,392+5.9% | 加碼 |
| Bank of New York Mellon Corp | 398,963 | $1,182 萬 | 0.00% | +19,568+5.2% | 加碼 |
| Two Sigma Investments, LP | 389,206 | $1,153 萬 | 0.01% | −101,204−20.6% | 減碼 |
| rhino investment partners, Inc | 373,459 | $1,106 萬 | 3.35% | +43,000+13.0% | 加碼 |
| Manufacturers Life Insurance Company, The | 308,640 | $914.2 萬 | 0.01% | −713−0.2% | 減碼 |
| Bridgeway Capital Management, LLC | 301,412 | $892.8 萬 | 0.16% | +12,833+4.4% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 298,120 | $883.0 萬 | 0.00% | −135,392−31.2% | 減碼 |
| Heartland Advisors Inc | 275,000 | $814.5 萬 | 0.36% | 00.0% | 不變 |
| Vanguard Fiduciary Trust Co | 274,788 | $813.9 萬 | 0.00% | +7,886+3.0% | 加碼 |
| Hotchkis & Wiley Capital Management LLC | 264,739 | $784.2 萬 | 0.02% | −5,300−2.0% | 減碼 |
| Invesco Ltd. | 260,870 | $772.7 萬 | 0.00% | +5,605+2.2% | 加碼 |
| Nuveen, LLC | 244,361 | $723.8 萬 | 0.00% | +9,387+4.0% | 加碼 |
| JPMorgan Chase & Co | 245,754 | $722.5 萬 | 0.00% | +226,818+1,197.8% | 加碼 |
| Goldman Sachs Group Inc | 243,025 | $719.8 萬 | 0.00% | −69,032−22.1% | 減碼 |
| ProShare Advisors LLC | 237,229 | $702.7 萬 | 0.01% | −12,719−5.1% | 減碼 |
| Dana Investment Advisors, Inc. | 216,374 | $640.9 萬 | 0.17% | −3,588−1.6% | 減碼 |
| Principal Financial Group Inc | 199,215 | $590.1 萬 | 0.00% | −373−0.2% | 減碼 |
| Bank of America Corp | 187,594 | $555.7 萬 | 0.00% | −22,844−10.9% | 減碼 |
| Empowered Funds, LLC | 178,912 | $529.9 萬 | 0.03% | +12,833+7.7% | 加碼 |
| Kiley Juergens Wealth Management, LLC | 175,064 | $518.5 萬 | 0.81% | +130.0% | 加碼 |
| UBS Group AG | 171,498 | $508.0 萬 | 0.00% | −54,977−24.3% | 減碼 |
| Great Lakes Advisors, LLC | 155,487 | $460.6 萬 | 0.04% | −15,750−9.2% | 減碼 |
| Russell Investments Group, Ltd. | 147,072 | $435.6 萬 | 0.00% | −51,406−25.9% | 減碼 |
| Public Sector Pension Investment Board | 141,570 | $419.3 萬 | 0.01% | −5,516−3.8% | 減碼 |
| Martin & Co Inc | 136,107 | $403.1 萬 | 0.63% | −1,792−1.3% | 減碼 |
| AQR Capital Management LLC | 132,958 | $393.8 萬 | 0.00% | −35,978−21.3% | 減碼 |
| Renaissance Technologies LLC | 132,441 | $392.3 萬 | 0.01% | −55,900−29.7% | 減碼 |
| Ameriprise Financial Inc | 104,056 | $308.2 萬 | 0.00% | −2,291−2.2% | 減碼 |
| Quantinno Capital Management LP | 103,682 | $307.1 萬 | 0.00% | +48,537+88.0% | 加碼 |
| American Century Companies Inc | 101,603 | $300.9 萬 | 0.00% | −1,510−1.5% | 減碼 |
| Rhumbline Advisers | 101,132 | $299.6 萬 | 0.00% | −5,260−4.9% | 減碼 |
| Legal & General Group Plc | 89,971 | $266.5 萬 | 0.00% | +8,051+9.8% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 85,784 | $254.1 萬 | 0.00% | +20,951+32.3% | 加碼 |
| Swiss National Bank | 82,568 | $244.6 萬 | 0.00% | +15,400+22.9% | 加碼 |
| Royal Bank of Canada | 81,863 | $242.5 萬 | 0.00% | +5,735+7.5% | 加碼 |
| Deprince Race & Zollo Inc | 71,815 | $212.7 萬 | 0.04% | −59,751−45.4% | 減碼 |
| Keybank National Association | 71,085 | $210.6 萬 | 0.01% | +4,471+6.7% | 加碼 |
| Price T Rowe Associates Inc | 68,768 | $203.7 萬 | 0.00% | +18,706+37.4% | 加碼 |
| Voya Investment Management LLC | 56,409 | $167.1 萬 | 0.00% | +9,236+19.6% | 加碼 |
| Royce & Associates LP | 55,358 | $164.0 萬 | 0.01% | −26,838−32.7% | 減碼 |
| SEI Investments Co | 51,598 | $152.8 萬 | 0.00% | −27,736−35.0% | 減碼 |
| Nwam LLC | 49,474 | $146.5 萬 | 0.07% | −888−1.8% | 減碼 |
| California State Teachers Retirement System | 49,342 | $146.2 萬 | 0.00% | +17,784+56.4% | 加碼 |
| Pacific Asset Management, LLC | 49,050 | $145.3 萬 | 0.71% | 00.0% | 不變 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 47,548 | $140.8 萬 | 0.00% | −17,397−26.8% | 減碼 |
| UBS Asset Management Americas Inc | 47,172 | $139.7 萬 | 0.00% | −2,957−5.9% | 減碼 |
| First Trust Advisors LP | 45,872 | $135.9 萬 | 0.00% | +12,608+37.9% | 加碼 |
| Deutsche Bank AG | 44,651 | $132.3 萬 | 0.00% | +11,326+34.0% | 加碼 |
| Federated Hermes, Inc. | 42,298 | $125.3 萬 | 0.00% | +802+1.9% | 加碼 |
| State of New Jersey Common Pension Fund D | 41,685 | $123.5 萬 | 0.00% | +41,685 | 新進 |
| Prudential Financial Inc | 40,357 | $119.5 萬 | 0.00% | −65−0.2% | 減碼 |
| Wells Fargo & Company | 40,189 | $119.0 萬 | 0.00% | +21,744+117.9% | 加碼 |
| Citigroup Inc | 38,816 | $115.0 萬 | 0.00% | +8,988+30.1% | 加碼 |
| Baird Financial Group, Inc. | 38,245 | $113.3 萬 | 0.00% | 00.0% | 不變 |
| Susquehanna Fundamental Investments, LLC | 36,594 | $108.4 萬 | 0.02% | −3,699−9.2% | 減碼 |
| Great West Life Assurance Co | 36,139 | $106.9 萬 | 0.00% | −183−0.5% | 減碼 |
| Fortis Capital Management LLC | 35,807 | $106.1 萬 | 0.12% | +35,807 | 新進 |
| Pacific Ridge Capital Partners, LLC | 34,627 | $102.6 萬 | 0.19% | −400−1.1% | 減碼 |
| XTX Topco Ltd | 34,519 | $102.2 萬 | 0.01% | +34,519 | 新進 |
| Vanguard Global Advisers, LLC | 33,396 | $98.9 萬 | 0.00% | −8,673−20.6% | 減碼 |
| Odyssean, LLC | 31,917 | $94.5 萬 | 0.15% | 00.0% | 不變 |
| Vanguard Asset Management, Ltd | 31,496 | $93.3 萬 | 0.00% | +6,771+27.4% | 加碼 |
| Creative Planning | 27,579 | $81.7 萬 | 0.00% | +4,741+20.8% | 加碼 |
| Thrivent Financial for Lutherans | 27,067 | $80.2 萬 | 0.00% | −383−1.4% | 減碼 |
| Freestone Capital Holdings, LLC | 26,212 | $77.6 萬 | 0.02% | +26,212 | 新進 |
| MetLife Investment Management | 24,263 | $71.9 萬 | 0.00% | +5,697+30.7% | 加碼 |
| Millennium Management LLC | 24,023 | $71.2 萬 | 0.00% | +24,023 | 新進 |
| D. E. Shaw & Co., Inc. | 23,374 | $69.2 萬 | 0.00% | +23,374 | 新進 |
| Rafferty Asset Management, LLC | 22,075 | $65.4 萬 | 0.00% | −7,360−25.0% | 減碼 |
| Barclays PLC | 22,018 | $65.2 萬 | 0.00% | +162+0.7% | 加碼 |
| Illinois Municipal Retirement Fund | 21,158 | $62.7 萬 | 0.01% | +2,777+15.1% | 加碼 |
| Badgley Phelps Wealth Managers, LLC | 20,971 | $62.1 萬 | 0.01% | 00.0% | 不變 |
| Harbor Advisory Corp | 20,550 | $60.9 萬 | 0.16% | +20,550 | 新進 |
| Bensler, LLC | 20,450 | $60.6 萬 | 0.05% | 00.0% | 不變 |
| Mengis Capital Management, Inc. | 20,310 | $60.2 萬 | 0.09% | 00.0% | 不變 |
| Penn Capital Management Co Inc | 20,310 | $60.2 萬 | 0.04% | −2,425−10.7% | 減碼 |
| Gabelli Funds LLC | 20,000 | $59.2 萬 | 0.00% | +1,271+6.8% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 19,149 | $56.7 萬 | 0.00% | +3,174+19.9% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,927 | $56.1 萬 | 0.00% | 00.0% | 不變 |
| Louisiana State Employees Retirement System | 18,100 | $53.6 萬 | 0.01% | −100−0.5% | 減碼 |
| State of Alaska, Department of Revenue | 18,131 | $53.6 萬 | 0.01% | −6,717−27.0% | 減碼 |
| EP Wealth Advisors, LLC | 18,069 | $53.5 萬 | 0.00% | +1,255+7.5% | 加碼 |
| Warren Averett Asset Management, LLC | 17,124 | $50.7 萬 | 0.00% | +50.0% | 加碼 |
| Atom Investors LP | 15,389 | $45.6 萬 | 0.04% | +7,677+99.5% | 加碼 |
| Jupiter Topco LLC | 15,340 | $45.4 萬 | 0.00% | +15,340 | 新進 |