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。
2024 年第 1 季 13F 持有人
Heritage Financial Corp 在 2024/3/31 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
- 146
- 較 2023 年第 4 季 −16 家
- 持有股數
- 2,813 萬
- 較 2023 年第 4 季 +83.0 萬 (+3.0%)
- 總市值
- $5.45 億
- 較 2023 年第 4 季 −$3,941 萬 (−6.7%)
- 新進機構
- 11
- 另有 48 家加碼
- 清倉機構
- 27
- 另有 53 家減碼
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 | $7.06 億 |
| 2025 年第 2 季 | 172 | $6.85 億 |
| 2025 年第 1 季 | 180 | $6.94 億 |
| 2024 年第 4 季 | 170 | $6.79 億 |
| 2024 年第 3 季 | 165 | $6.02 億 |
| 2024 年第 2 季 | 164 | $4.95 億 |
| 2024 年第 1 季 | 146 | $5.45 億 |
| 2023 年第 4 季 | 162 | $5.84 億 |
| 2023 年第 3 季 | 157 | $4.44 億 |
| 2023 年第 2 季 | 162 | $4.45 億 |
| 2023 年第 1 季 | 159 | $5.91 億 |
| 2022 年第 4 季 | 181 | $8.52 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 | $6.63 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 | $8.15 億 |
2024 年第 1 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 2023 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Legal & General Group Plc | 98,289 | $190.6 萬 | 0.00% | +1,113+1.1% | 加碼 |
| Empowered Funds, LLC | 99,626 | $193.2 萬 | 0.03% | +7,525+8.2% | 加碼 |
| D. E. Shaw & Co., Inc. | 99,902 | $193.7 萬 | 0.00% | −262−0.3% | 減碼 |
| Nuveen Asset Management, LLC | 103,848 | $201.4 萬 | 0.00% | −4,010−3.7% | 減碼 |
| Royal Bank of Canada | 104,362 | $202.3 萬 | 0.00% | −11,842−10.2% | 減碼 |
| Rhumbline Advisers | 111,112 | $215.4 萬 | 0.00% | −3,818−3.3% | 減碼 |
| Boston Partners | 112,443 | $218.0 萬 | 0.00% | +46,511+70.5% | 加碼 |
| Penn Capital Management Co Inc | 121,041 | $234.7 萬 | 0.21% | +89,704+286.3% | 加碼 |
| JPMorgan Chase & Co | 126,836 | $245.9 萬 | 0.00% | +11,495+10.0% | 加碼 |
| Allspring Global Investments Holdings, LLC | 128,587 | $249.3 萬 | 0.00% | −4,217−3.2% | 減碼 |
| Martin & Co Inc | 141,408 | $274.2 萬 | 0.67% | +2,931+2.1% | 加碼 |
| Panagora Asset Management Inc | 142,031 | $275.4 萬 | 0.01% | +8,508+6.4% | 加碼 |
| Two Sigma Advisers, LP | 145,046 | $281.2 萬 | 0.01% | −2,900−2.0% | 減碼 |
| Thrivent Financial for Lutherans | 149,312 | $289.5 萬 | 0.01% | +6,044+4.2% | 加碼 |
| Two Sigma Investments, LP | 157,510 | $305.4 萬 | 0.01% | +5,320+3.5% | 加碼 |
| Invesco Ltd. | 197,477 | $382.9 萬 | 0.00% | +54,747+38.4% | 加碼 |
| Principal Financial Group Inc | 200,324 | $388.4 萬 | 0.00% | +18,434+10.1% | 加碼 |
| Assenagon Asset Management S.A. | 205,854 | $399.2 萬 | 0.01% | +12,008+6.2% | 加碼 |
| US Bancorp | 206,776 | $400.9 萬 | 0.01% | +140,592+212.4% | 加碼 |
| Great Lakes Advisors, LLC | 209,326 | $405.9 萬 | 0.03% | −2,302−1.1% | 減碼 |
| Bridgeway Capital Management, LLC | 222,126 | $430.7 萬 | 0.09% | +7,525+3.5% | 加碼 |
| Basswood Capital Management, L.L.C. | 230,737 | $447.4 萬 | 0.26% | 00.0% | 不變 |
| Kiley Juergens Wealth Management, LLC | 239,596 | $464.6 萬 | 1.44% | +1,741+0.7% | 加碼 |
| Dana Investment Advisors, Inc. | 247,419 | $479.7 萬 | 0.16% | +247,419 | 新進 |
| American Century Companies Inc | 269,905 | $523.3 萬 | 0.00% | +85,028+46.0% | 加碼 |
| Hotchkis & Wiley Capital Management LLC | 278,160 | $539.4 萬 | 0.02% | +126,410+83.3% | 加碼 |
| Royce & Associates LP | 292,423 | $567.0 萬 | 0.05% | +125,728+75.4% | 加碼 |
| Renaissance Technologies LLC | 303,989 | $589.4 萬 | 0.01% | +158,700+109.2% | 加碼 |
| Lord, Abbett & Co. LLC | 327,838 | $635.7 萬 | 0.02% | 00.0% | 不變 |
| Manufacturers Life Insurance Company, The | 349,909 | $678.5 萬 | 0.01% | −1,938−0.6% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 383,632 | $743.9 萬 | 0.01% | +106,686+38.5% | 加碼 |
| AQR Capital Management LLC | 389,654 | $755.5 萬 | 0.01% | +15,694+4.2% | 加碼 |
| Heartland Advisors Inc | 400,000 | $775.6 萬 | 0.41% | −46,000−10.3% | 減碼 |
| Northern Trust Corp | 439,753 | $852.7 萬 | 0.00% | −25,240−5.4% | 減碼 |
| Morgan Stanley | 482,696 | $936.0 萬 | 0.00% | −15,822−3.2% | 減碼 |
| Ameriprise Financial Inc | 563,922 | $1,093 萬 | 0.00% | +37,493+7.1% | 加碼 |
| Jennison Associates LLC | 753,570 | $1,461 萬 | 0.01% | +753,570 | 新進 |
| Geode Capital Management, LLC | 784,630 | $1,522 萬 | 0.00% | +10,836+1.4% | 加碼 |
| Goldman Sachs Group Inc | 940,043 | $1,823 萬 | 0.00% | +7,866+0.8% | 加碼 |
| Bank of New York Mellon Corp | 1,003,030 | $1,945 萬 | 0.00% | −64,077−6.0% | 減碼 |
| Charles Schwab Investment Management Inc | 1,283,655 | $2,489 萬 | 0.01% | +274,999+27.3% | 加碼 |
| State Street Corp | 1,659,158 | $3,217 萬 | 0.00% | +42,744+2.6% | 加碼 |
| Dimensional Fund Advisors LP | 1,854,808 | $3,596 萬 | 0.01% | +121,086+7.0% | 加碼 |
| Alliancebernstein L.P. | 1,931,948 | $3,746 萬 | 0.01% | −59,330−3.0% | 減碼 |
| Vanguard Group Inc | 2,486,777 | $4,822 萬 | 0.00% | −188,701−7.1% | 減碼 |
| BlackRock Inc. | 5,119,688 | $9,927 萬 | 0.00% | +47,382+0.9% | 加碼 |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −219,264−100.0% | 清倉 |
| Forest Hill Capital, LLC | 0 | $0 | 0.00% | −211,590−100.0% | 清倉 |
| Oberweis Asset Management Inc | 0 | $0 | 0.00% | −140,400−100.0% | 清倉 |
| Millennium Management LLC | 0 | $0 | 0.00% | −124,289−100.0% | 清倉 |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −74,900−100.0% | 清倉 |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −66,138−100.0% | 清倉 |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −47,228−100.0% | 清倉 |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −37,842−100.0% | 清倉 |
| Algert Global LLC | 0 | $0 | 0.00% | −32,047−100.0% | 清倉 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −23,787−100.0% | 清倉 |
| Quest Partners LLC | 0 | $0 | 0.00% | −21,399−100.0% | 清倉 |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −19,922−100.0% | 清倉 |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −19,795−100.0% | 清倉 |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −16,290−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −15,946−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −12,071−100.0% | 清倉 |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −11,247−100.0% | 清倉 |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −10,481−100.0% | 清倉 |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −10,003−100.0% | 清倉 |
| Arizona State Retirement System | 0 | $0 | 0.00% | −9,798−100.0% | 清倉 |
| Elequin Capital LP | 0 | $0 | 0.00% | −6,614−100.0% | 清倉 |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −6,200−100.0% | 清倉 |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −3,763−100.0% | 清倉 |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −900−100.0% | 清倉 |
| Assetmark, Inc | 0 | $0 | 0.00% | −216−100.0% | 清倉 |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −98−100.0% | 清倉 |
| Private Wealth Management Group, LLC | 0 | $0 | 0.00% | −52−100.0% | 清倉 |