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。
2025 年第 1 季 13F 持有人
Heritage Financial Corp 在 2025/3/31 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
- 180
- 較 2024 年第 4 季 +13 家
- 持有股數
- 2,853 萬
- 較 2024 年第 4 季 +93.3 萬 (+3.4%)
- 總市值
- $6.94 億
- 較 2024 年第 4 季 +$1,801 萬 (+2.7%)
- 新進機構
- 29
- 另有 53 家加碼
- 清倉機構
- 16
- 另有 65 家減碼
另有 3 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 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 | $7.06 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 |
2025 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 2024 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 4,945,934 | $1.20 億 | 0.00% | −96,899−1.9% | 減碼 |
| Jennison Associates LLC | 2,752,114 | $6,696 萬 | 0.05% | +545,348+24.7% | 加碼 |
| Vanguard Group Inc | 2,410,536 | $5,865 萬 | 0.00% | −27,779−1.1% | 減碼 |
| Dimensional Fund Advisors LP | 2,068,765 | $5,033 萬 | 0.01% | +4110.0% | 加碼 |
| State Street Corp | 1,534,870 | $3,734 萬 | 0.00% | −121,773−7.4% | 減碼 |
| Victory Capital Management Inc | 1,480,997 | $3,603 萬 | 0.04% | +1,471,640+15,727.7% | 加碼 |
| Alliancebernstein L.P. | 1,382,473 | $3,364 萬 | 0.01% | −114,191−7.6% | 減碼 |
| Geode Capital Management, LLC | 824,582 | $2,007 萬 | 0.00% | +24,617+3.1% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 444,876 | $1,082 萬 | 0.01% | +11,580+2.7% | 加碼 |
| Morgan Stanley | 431,882 | $1,051 萬 | 0.00% | −24,039−5.3% | 減碼 |
| Northern Trust Corp | 412,199 | $1,003 萬 | 0.00% | −21,479−5.0% | 減碼 |
| Ameriprise Financial Inc | 386,956 | $941.5 萬 | 0.00% | +5,709+1.5% | 加碼 |
| Bank of New York Mellon Corp | 354,123 | $861.6 萬 | 0.00% | −12,713−3.5% | 減碼 |
| Renaissance Technologies LLC | 332,430 | $808.8 萬 | 0.01% | +86,700+35.3% | 加碼 |
| Invesco Ltd. | 328,781 | $799.9 萬 | 0.00% | −40,648−11.0% | 減碼 |
| Manufacturers Life Insurance Company, The | 327,248 | $796.2 萬 | 0.01% | −2,357−0.7% | 減碼 |
| Charles Schwab Investment Management Inc | 323,754 | $787.7 萬 | 0.00% | −926,151−74.1% | 減碼 |
| Lord, Abbett & Co. LLC | 316,149 | $769.2 萬 | 0.03% | −1,232−0.4% | 減碼 |
| ProShare Advisors LLC | 304,049 | $739.8 萬 | 0.02% | −420−0.1% | 減碼 |
| Hotchkis & Wiley Capital Management LLC | 291,900 | $710.2 萬 | 0.02% | −31,390−9.7% | 減碼 |
| Heartland Advisors Inc | 275,000 | $669.1 萬 | 0.38% | 00.0% | 不變 |
| Bridgeway Capital Management, LLC | 246,298 | $599.2 萬 | 0.15% | +4,947+2.0% | 加碼 |
| AQR Capital Management LLC | 238,210 | $579.6 萬 | 0.01% | −31,549−11.7% | 減碼 |
| Kiley Juergens Wealth Management, LLC | 234,065 | $569.5 萬 | 1.51% | −1,962−0.8% | 減碼 |
| Basswood Capital Management, L.L.C. | 230,737 | $561.4 萬 | 0.32% | 00.0% | 不變 |
| Dana Investment Advisors, Inc. | 225,692 | $549.1 萬 | 0.20% | +19,175+9.3% | 加碼 |
| American Century Companies Inc | 213,628 | $519.8 萬 | 0.00% | −64,547−23.2% | 減碼 |
| Principal Financial Group Inc | 193,820 | $471.6 萬 | 0.00% | +4,101+2.2% | 加碼 |
| Great Lakes Advisors, LLC | 189,044 | $459.9 萬 | 0.04% | −31,207−14.2% | 減碼 |
| Deprince Race & Zollo Inc | 184,835 | $449.7 萬 | 0.09% | +31,576+20.6% | 加碼 |
| Russell Investments Group, Ltd. | 174,151 | $423.7 萬 | 0.01% | +30,238+21.0% | 加碼 |
| Royce & Associates LP | 166,120 | $404.2 萬 | 0.04% | −59,001−26.2% | 減碼 |
| Goldman Sachs Group Inc | 161,214 | $392.2 萬 | 0.00% | −210,832−56.7% | 減碼 |
| Panagora Asset Management Inc | 155,661 | $378.7 萬 | 0.02% | +20,459+15.1% | 加碼 |
| Bank of America Corp | 154,908 | $376.9 萬 | 0.00% | +7,021+4.7% | 加碼 |
| JPMorgan Chase & Co | 140,980 | $343.0 萬 | 0.00% | −84,968−37.6% | 減碼 |
| Martin & Co Inc | 132,713 | $322.9 萬 | 0.62% | +1,867+1.4% | 加碼 |
| Two Sigma Investments, LP | 129,495 | $315.1 萬 | 0.01% | +2,402+1.9% | 加碼 |
| Two Sigma Advisers, LP | 125,546 | $305.5 萬 | 0.01% | −15,600−11.1% | 減碼 |
| Empowered Funds, LLC | 123,798 | $301.2 萬 | 0.04% | +4,947+4.2% | 加碼 |
| Zacks Investment Management | 122,706 | $298.5 萬 | 0.03% | +122,706 | 新進 |
| Trexquant Investment LP | 116,930 | $284.5 萬 | 0.03% | +49,371+73.1% | 加碼 |
| Public Sector Pension Investment Board | 107,826 | $262.3 萬 | 0.01% | +22,718+26.7% | 加碼 |
| Jane Street Group, LLC | 107,482 | $261.5 萬 | 0.00% | +87,479+437.3% | 加碼 |
| Nuveen, LLC | 102,381 | $249.1 萬 | 0.00% | +102,381 | 新進 |
| Rhumbline Advisers | 97,786 | $237.9 萬 | 0.00% | −6,647−6.4% | 減碼 |
| UBS Group AG | 97,738 | $237.8 萬 | 0.00% | +36,583+59.8% | 加碼 |
| Legal & General Group Plc | 89,796 | $218.5 萬 | 0.00% | −3,227−3.5% | 減碼 |
| Citigroup Inc | 89,567 | $217.9 萬 | 0.00% | +6,384+7.7% | 加碼 |
| Royal Bank of Canada | 88,143 | $214.4 萬 | 0.00% | −4,746−5.1% | 減碼 |
| HRT Financial LP | 83,175 | $202.3 萬 | 0.01% | +69,924+527.7% | 加碼 |
| UBS Asset Management Americas Inc | 78,130 | $190.1 萬 | 0.00% | +5,417+7.4% | 加碼 |
| LSV Asset Management | 74,500 | $181.3 萬 | 0.00% | +74,500 | 新進 |
| ExodusPoint Capital Management, LP | 72,322 | $176.0 萬 | 0.02% | +38,709+115.2% | 加碼 |
| Swiss National Bank | 66,168 | $161.0 萬 | 0.00% | −1,500−2.2% | 減碼 |
| Millennium Management LLC | 64,902 | $157.9 萬 | 0.00% | +30,283+87.5% | 加碼 |
| Barclays PLC | 62,838 | $152.9 萬 | 0.00% | −8,062−11.4% | 減碼 |
| Jackson Creek Investment Advisors LLC | 61,861 | $150.5 萬 | 0.48% | +61,861 | 新進 |
| Keybank National Association | 58,674 | $142.8 萬 | 0.01% | +8,833+17.7% | 加碼 |
| Susquehanna International Group, LLP | 54,722 | $133.1 萬 | 0.00% | +36,708+203.8% | 加碼 |
| Nwam LLC | 53,474 | $130.1 萬 | 0.11% | −30.0% | 減碼 |
| Federated Hermes, Inc. | 50,243 | $122.2 萬 | 0.00% | +2,689+5.7% | 加碼 |
| Baird Financial Group, Inc. | 49,816 | $121.2 萬 | 0.00% | +5,764+13.1% | 加碼 |
| Intech Investment Management LLC | 45,041 | $109.6 萬 | 0.01% | +10,734+31.3% | 加碼 |
| Raymond James Financial Inc | 44,316 | $107.8 萬 | 0.00% | +44,316 | 新進 |
| Pacific Ridge Capital Partners, LLC | 41,965 | $102.1 萬 | 0.27% | −341−0.8% | 減碼 |
| Voya Investment Management LLC | 38,048 | $92.6 萬 | 0.00% | +9,703+34.2% | 加碼 |
| Versor Investments LP | 38,000 | $92.5 萬 | 0.15% | +38,000 | 新進 |
| Y-Intercept (Hong Kong) Ltd | 34,684 | $84.4 萬 | 0.06% | +34,684 | 新進 |
| Great West Life Assurance Co | 34,278 | $83.5 萬 | 0.00% | +28+0.1% | 加碼 |
| Prudential Financial Inc | 33,439 | $81.4 萬 | 0.00% | −1,760−5.0% | 減碼 |
| Price T Rowe Associates Inc | 33,141 | $80.7 萬 | 0.00% | +3,240+10.8% | 加碼 |
| California State Teachers Retirement System | 32,194 | $78.3 萬 | 0.00% | 00.0% | 不變 |
| Lazard Asset Management LLC | 30,466 | $74.1 萬 | 0.00% | +30,466 | 新進 |
| State of Tennessee, Treasury Department | 28,885 | $70.3 萬 | 0.00% | +12,673+78.2% | 加碼 |
| Rafferty Asset Management, LLC | 28,517 | $69.4 萬 | 0.00% | −879−3.0% | 減碼 |
| Globeflex Capital L P | 27,300 | $66.4 萬 | 0.06% | 00.0% | 不變 |
| Deutsche Bank AG | 26,907 | $65.5 萬 | 0.00% | −2,964−9.9% | 減碼 |
| Penn Capital Management Co Inc | 25,948 | $63.1 萬 | 0.06% | +25,948 | 新進 |
| STRS Ohio | 25,200 | $61.3 萬 | 0.00% | −1,300−4.9% | 減碼 |
| Thrivent Financial for Lutherans | 24,967 | $60.7 萬 | 0.00% | −5,687−18.6% | 減碼 |
| First Trust Advisors LP | 23,134 | $56.3 萬 | 0.00% | −2,022−8.0% | 減碼 |
| Wells Fargo & Company | 22,834 | $55.6 萬 | 0.00% | +447+2.0% | 加碼 |
| State Board of Administration of Florida Retirement System | 21,500 | $52.3 萬 | 0.00% | 00.0% | 不變 |
| Martingale Asset Management L P | 21,200 | $51.6 萬 | 0.01% | −7,800−26.9% | 減碼 |
| Franklin Resources Inc | 21,170 | $51.5 萬 | 0.00% | −36−0.2% | 減碼 |
| Assenagon Asset Management S.A. | 21,083 | $51.3 萬 | 0.00% | −83,928−79.9% | 減碼 |
| Bensler, LLC | 20,450 | $49.8 萬 | 0.06% | 00.0% | 不變 |
| MetLife Investment Management | 20,422 | $49.7 萬 | 0.00% | −288−1.4% | 減碼 |
| Mengis Capital Management, Inc. | 20,311 | $49.4 萬 | 0.10% | 00.0% | 不變 |
| Mirae Asset Global ETFs Holdings Ltd. | 20,060 | $48.8 萬 | 0.00% | +881+4.6% | 加碼 |
| Keeley-Teton Advisors, LLC | 19,802 | $48.2 萬 | 0.06% | +5,283+36.4% | 加碼 |
| Illinois Municipal Retirement Fund | 18,988 | $46.2 萬 | 0.01% | +98+0.5% | 加碼 |
| State of Alaska, Department of Revenue | 18,835 | $45.8 萬 | 0.01% | −576−3.0% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 18,192 | $44.3 萬 | 0.00% | +18,192 | 新進 |
| Corebridge Financial, Inc. | 17,645 | $42.9 萬 | 0.00% | −352−2.0% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 16,983 | $41.3 萬 | 0.02% | −185−1.1% | 減碼 |
| Comerica Bank | 16,064 | $39.1 萬 | 0.00% | −485−2.9% | 減碼 |
| Louisiana State Employees Retirement System | 16,000 | $38.9 萬 | 0.01% | −500−3.0% | 減碼 |
| Brevan Howard Capital Management LP | 15,799 | $38.4 萬 | 0.01% | +15,799 | 新進 |