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 2 季 13F 持有人
Heritage Financial Corp 在 2025/6/30 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
- 172
- 較 2025 年第 1 季 −7 家
- 持有股數
- 2,873 萬
- 較 2025 年第 1 季 +21.4 萬 (+0.8%)
- 總市值
- $6.85 億
- 較 2025 年第 1 季 −$890.6 萬 (−1.3%)
- 新進機構
- 17
- 另有 56 家加碼
- 清倉機構
- 24
- 另有 59 家減碼
另有 1 家機構在 2025 年第 1 季持有、還沒有申報 2025 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 | $7.06 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 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Dynamic Technology Lab Private Ltd | 31,460 | $75.0 萬 | 0.10% | +31,460 | 新進 |
| California State Teachers Retirement System | 31,840 | $75.9 萬 | 0.00% | −354−1.1% | 減碼 |
| Great West Life Assurance Co | 32,191 | $76.7 萬 | 0.00% | −2,087−6.1% | 減碼 |
| Lazard Asset Management LLC | 33,129 | $78.9 萬 | 0.00% | +2,663+8.7% | 加碼 |
| Tudor Investment Corp Et Al | 33,964 | $81.0 萬 | 0.01% | +25,188+287.0% | 加碼 |
| Versor Investments LP | 34,200 | $81.5 萬 | 0.14% | −3,800−10.0% | 減碼 |
| Price T Rowe Associates Inc | 34,571 | $82.5 萬 | 0.00% | +1,430+4.3% | 加碼 |
| Intech Investment Management LLC | 34,931 | $83.3 萬 | 0.01% | −10,110−22.4% | 減碼 |
| JPMorgan Chase & Co | 35,262 | $84.1 萬 | 0.00% | −105,718−75.0% | 減碼 |
| Prudential Financial Inc | 35,315 | $84.2 萬 | 0.00% | +1,876+5.6% | 加碼 |
| Rafferty Asset Management, LLC | 38,104 | $90.8 萬 | 0.00% | +9,587+33.6% | 加碼 |
| First Trust Advisors LP | 39,535 | $94.3 萬 | 0.00% | +16,401+70.9% | 加碼 |
| Pacific Ridge Capital Partners, LLC | 41,965 | $100.0 萬 | 0.24% | 00.0% | 不變 |
| Deprince Race & Zollo Inc | 43,787 | $104.4 萬 | 0.02% | −141,048−76.3% | 減碼 |
| Baird Financial Group, Inc. | 49,816 | $118.8 萬 | 0.00% | 00.0% | 不變 |
| Nwam LLC | 53,476 | $120.5 萬 | 0.07% | +20.0% | 加碼 |
| Raymond James Financial Inc | 50,895 | $121.3 萬 | 0.00% | +6,579+14.8% | 加碼 |
| Voya Investment Management LLC | 52,782 | $125.8 萬 | 0.00% | +14,734+38.7% | 加碼 |
| Federated Hermes, Inc. | 57,442 | $136.9 萬 | 0.00% | +7,199+14.3% | 加碼 |
| Susquehanna International Group, LLP | 57,675 | $137.5 萬 | 0.00% | +2,953+5.4% | 加碼 |
| Jane Street Group, LLC | 58,141 | $138.6 萬 | 0.00% | −49,341−45.9% | 減碼 |
| Keybank National Association | 62,924 | $150.0 萬 | 0.01% | +4,250+7.2% | 加碼 |
| Swiss National Bank | 64,868 | $154.6 萬 | 0.00% | −1,300−2.0% | 減碼 |
| Citigroup Inc | 68,413 | $163.1 萬 | 0.00% | −21,154−23.6% | 減碼 |
| LSV Asset Management | 74,500 | $177.6 萬 | 0.00% | 00.0% | 不變 |
| Trexquant Investment LP | 77,546 | $184.9 萬 | 0.02% | −39,384−33.7% | 減碼 |
| Barclays PLC | 78,042 | $186.1 萬 | 0.00% | +15,204+24.2% | 加碼 |
| Panagora Asset Management Inc | 84,478 | $201.4 萬 | 0.01% | −71,183−45.7% | 減碼 |
| Royal Bank of Canada | 92,869 | $221.4 萬 | 0.00% | +4,726+5.4% | 加碼 |
| Legal & General Group Plc | 94,931 | $226.3 萬 | 0.00% | +5,135+5.7% | 加碼 |
| Russell Investments Group, Ltd. | 97,861 | $233.3 萬 | 0.00% | −76,290−43.8% | 減碼 |
| UBS Asset Management Americas Inc | 98,734 | $235.4 萬 | 0.00% | +20,604+26.4% | 加碼 |
| Rhumbline Advisers | 101,404 | $241.7 萬 | 0.00% | +3,618+3.7% | 加碼 |
| UBS Group AG | 109,546 | $261.2 萬 | 0.00% | +11,808+12.1% | 加碼 |
| AQR Capital Management LLC | 114,655 | $273.3 萬 | 0.00% | −123,555−51.9% | 減碼 |
| Public Sector Pension Investment Board | 116,282 | $277.2 萬 | 0.01% | +8,456+7.8% | 加碼 |
| Empowered Funds, LLC | 127,629 | $304.3 萬 | 0.03% | +3,831+3.1% | 加碼 |
| Martin & Co Inc | 131,248 | $312.9 萬 | 0.58% | −1,465−1.1% | 減碼 |
| American Century Companies Inc | 140,324 | $334.5 萬 | 0.00% | −73,304−34.3% | 減碼 |
| Two Sigma Advisers, LP | 140,446 | $334.8 萬 | 0.01% | +14,900+11.9% | 加碼 |
| Goldman Sachs Group Inc | 143,602 | $342.3 萬 | 0.00% | −17,612−10.9% | 減碼 |
| Royce & Associates LP | 166,120 | $396.0 萬 | 0.04% | 00.0% | 不變 |
| Bank of America Corp | 180,581 | $430.5 萬 | 0.00% | +25,673+16.6% | 加碼 |
| Two Sigma Investments, LP | 182,981 | $436.2 萬 | 0.01% | +53,486+41.3% | 加碼 |
| Great Lakes Advisors, LLC | 184,928 | $440.9 萬 | 0.04% | −4,116−2.2% | 減碼 |
| Principal Financial Group Inc | 206,988 | $493.5 萬 | 0.00% | +13,168+6.8% | 加碼 |
| Dana Investment Advisors, Inc. | 222,286 | $529.9 萬 | 0.18% | −3,406−1.5% | 減碼 |
| Basswood Capital Management, L.L.C. | 230,737 | $550.1 萬 | 0.27% | 00.0% | 不變 |
| Kiley Juergens Wealth Management, LLC | 232,857 | $555.1 萬 | 1.28% | −1,208−0.5% | 減碼 |
| Bridgeway Capital Management, LLC | 250,129 | $596.3 萬 | 0.14% | +3,831+1.6% | 加碼 |
| Nuveen, LLC | 256,892 | $612.4 萬 | 0.00% | +154,511+150.9% | 加碼 |
| ProShare Advisors LLC | 266,360 | $635.0 萬 | 0.01% | −37,689−12.4% | 減碼 |
| Heartland Advisors Inc | 275,000 | $655.6 萬 | 0.37% | 00.0% | 不變 |
| Invesco Ltd. | 275,223 | $656.1 萬 | 0.00% | −53,558−16.3% | 減碼 |
| Hotchkis & Wiley Capital Management LLC | 283,970 | $677.0 萬 | 0.02% | −7,930−2.7% | 減碼 |
| Manufacturers Life Insurance Company, The | 320,602 | $764.3 萬 | 0.01% | −6,646−2.0% | 減碼 |
| Renaissance Technologies LLC | 321,534 | $766.5 萬 | 0.01% | −10,896−3.3% | 減碼 |
| Charles Schwab Investment Management Inc | 323,223 | $770.6 萬 | 0.00% | −531−0.2% | 減碼 |
| Lord, Abbett & Co. LLC | 326,731 | $778.9 萬 | 0.03% | +10,582+3.3% | 加碼 |
| Bank of New York Mellon Corp | 349,778 | $833.9 萬 | 0.00% | −4,345−1.2% | 減碼 |
| Morgan Stanley | 381,132 | $908.6 萬 | 0.00% | −50,750−11.8% | 減碼 |
| Ameriprise Financial Inc | 393,619 | $938.4 萬 | 0.00% | +6,663+1.7% | 加碼 |
| Northern Trust Corp | 408,080 | $972.9 萬 | 0.00% | −4,119−1.0% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 504,509 | $1,203 萬 | 0.01% | +59,633+13.4% | 加碼 |
| Geode Capital Management, LLC | 828,029 | $1,974 萬 | 0.00% | +3,447+0.4% | 加碼 |
| Alliancebernstein L.P. | 1,360,681 | $3,244 萬 | 0.01% | −21,792−1.6% | 減碼 |
| State Street Corp | 1,587,311 | $3,784 萬 | 0.00% | +52,441+3.4% | 加碼 |
| Dimensional Fund Advisors LP | 2,037,959 | $4,859 萬 | 0.01% | −30,806−1.5% | 減碼 |
| Victory Capital Management Inc | 2,406,061 | $5,736 萬 | 0.04% | +925,064+62.5% | 加碼 |
| Vanguard Group Inc | 2,419,737 | $5,769 萬 | 0.00% | +9,201+0.4% | 加碼 |
| Jennison Associates LLC | 2,977,315 | $7,098 萬 | 0.04% | +225,201+8.2% | 加碼 |
| BlackRock, Inc. | 4,894,381 | $1.17 億 | 0.00% | −51,553−1.0% | 減碼 |
| Zacks Investment Management | 0 | $0 | 0.00% | −122,706−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −83,175−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −72,322−100.0% | 清倉 |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −61,861−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −34,684−100.0% | 清倉 |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −21,200−100.0% | 清倉 |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −21,083−100.0% | 清倉 |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −17,645−100.0% | 清倉 |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −15,309−100.0% | 清倉 |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −14,030−100.0% | 清倉 |
| Mach-1 Financial Group, Inc. | 0 | $0 | 0.00% | −12,915−100.0% | 清倉 |
| Amundi | 0 | $0 | 0.00% | −13,669−100.0% | 清倉 |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −12,115−100.0% | 清倉 |
| Jain Global LLC | 0 | $0 | 0.00% | −8,611−100.0% | 清倉 |
| Centiva Capital, LP | 0 | $0 | 0.00% | −8,450−100.0% | 清倉 |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −2,792−100.0% | 清倉 |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −856−100.0% | 清倉 |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −525−100.0% | 清倉 |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −213−100.0% | 清倉 |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −150−100.0% | 清倉 |
| Continuum Advisory, LLC | 0 | $0 | 0.00% | −135−100.0% | 清倉 |
| Huntington National Bank | 0 | $0 | 0.00% | −106−100.0% | 清倉 |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −18−100.0% | 清倉 |
| Avion Wealth | 0 | $0 | 0.00% | −11−100.0% | 清倉 |
| Keeley-Teton Advisors, LLC | – | – | – | – | 本季未申報 |