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 4 季 13F 持有人
Heritage Financial Corp 在 2025/12/31 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
- 174
- 較 2025 年第 3 季 +3 家
- 持有股數
- 2,960 萬
- 較 2025 年第 3 季 +40.9 萬 (+1.4%)
- 總市值
- $7.00 億
- 較 2025 年第 3 季 −$582.9 萬 (−0.8%)
- 新進機構
- 19
- 另有 63 家加碼
- 清倉機構
- 16
- 另有 61 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 |
2025 年第 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 4,913,023 | $1.16 億 | 0.00% | +185,821+3.9% | 加碼 |
| Jennison Associates LLC | 3,107,165 | $7,348 萬 | 0.04% | +27,143+0.9% | 加碼 |
| Victory Capital Management Inc | 2,435,692 | $5,760 萬 | 0.03% | −190,642−7.3% | 減碼 |
| Vanguard Group Inc | 2,412,325 | $5,705 萬 | 0.00% | +45,422+1.9% | 加碼 |
| Dimensional Fund Advisors LP | 1,978,610 | $4,679 萬 | 0.01% | −49,683−2.4% | 減碼 |
| State Street Corp | 1,573,458 | $3,721 萬 | 0.00% | +48,765+3.2% | 加碼 |
| Alliancebernstein L.P. | 1,306,960 | $3,091 萬 | 0.01% | −37,200−2.8% | 減碼 |
| Geode Capital Management, LLC | 842,598 | $1,993 萬 | 0.00% | +4,170+0.5% | 加碼 |
| Basswood Capital Management, L.L.C. | 607,105 | $1,436 萬 | 0.63% | +376,368+163.1% | 加碼 |
| Algebris (UK) Ltd | 520,686 | $1,232 萬 | 0.98% | +74,926+16.8% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 504,221 | $1,192 萬 | 0.01% | +1,351+0.3% | 加碼 |
| Morgan Stanley | 399,617 | $945.1 萬 | 0.00% | +51,084+14.7% | 加碼 |
| Northern Trust Corp | 376,622 | $890.7 萬 | 0.00% | −22,037−5.5% | 減碼 |
| Bank of New York Mellon Corp | 366,526 | $866.8 萬 | 0.00% | +25,061+7.3% | 加碼 |
| Charles Schwab Investment Management Inc | 326,536 | $772.3 萬 | 0.00% | −1,274−0.4% | 減碼 |
| Manufacturers Life Insurance Company, The | 314,186 | $743.0 萬 | 0.01% | −3,800−1.2% | 減碼 |
| Hotchkis & Wiley Capital Management LLC | 282,819 | $668.9 萬 | 0.02% | +2,300+0.8% | 加碼 |
| Renaissance Technologies LLC | 277,953 | $657.4 萬 | 0.01% | −7,877−2.8% | 減碼 |
| Lord, Abbett & Co. LLC | 277,749 | $656.9 萬 | 0.02% | −48,982−15.0% | 減碼 |
| Bridgeway Capital Management, LLC | 275,015 | $650.4 萬 | 0.14% | +14,780+5.7% | 加碼 |
| Heartland Advisors Inc | 275,000 | $650.4 萬 | 0.35% | 00.0% | 不變 |
| Two Sigma Investments, LP | 269,492 | $637.3 萬 | 0.01% | +12,925+5.0% | 加碼 |
| Invesco Ltd. | 264,519 | $625.6 萬 | 0.00% | +7,292+2.8% | 加碼 |
| ProShare Advisors LLC | 251,929 | $595.8 萬 | 0.01% | −5,199−2.0% | 減碼 |
| Nuveen, LLC | 234,551 | $554.7 萬 | 0.00% | −10,362−4.2% | 減碼 |
| Dana Investment Advisors, Inc. | 220,461 | $521.4 萬 | 0.15% | −278−0.1% | 減碼 |
| Bank of America Corp | 220,295 | $521.0 萬 | 0.00% | +4,563+2.1% | 加碼 |
| Two Sigma Advisers, LP | 201,646 | $476.9 萬 | 0.01% | −8,700−4.1% | 減碼 |
| Principal Financial Group Inc | 199,178 | $471.1 萬 | 0.00% | +10,453+5.5% | 加碼 |
| Goldman Sachs Group Inc | 189,644 | $448.5 萬 | 0.00% | +52,913+38.7% | 加碼 |
| rhino investment partners, Inc | 185,944 | $439.8 萬 | 1.25% | +185,944 | 新進 |
| Russell Investments Group, Ltd. | 184,108 | $435.4 萬 | 0.00% | +43,283+30.7% | 加碼 |
| Kiley Juergens Wealth Management, LLC | 177,447 | $419.7 萬 | 0.91% | +300.0% | 加碼 |
| AQR Capital Management LLC | 171,160 | $404.8 萬 | 0.00% | +42,185+32.7% | 加碼 |
| Great Lakes Advisors, LLC | 167,708 | $396.6 萬 | 0.03% | +3,467+2.1% | 加碼 |
| Empowered Funds, LLC | 152,515 | $360.7 萬 | 0.06% | +14,780+10.7% | 加碼 |
| Martin & Co Inc | 135,443 | $320.3 萬 | 0.55% | +2,856+2.2% | 加碼 |
| Royce & Associates LP | 126,639 | $299.5 萬 | 0.03% | −42,375−25.1% | 減碼 |
| Deprince Race & Zollo Inc | 120,867 | $285.9 萬 | 0.05% | +50,353+71.4% | 加碼 |
| Public Sector Pension Investment Board | 117,717 | $278.4 萬 | 0.01% | −14,740−11.1% | 減碼 |
| Ameriprise Financial Inc | 111,479 | $263.6 萬 | 0.00% | −237,489−68.1% | 減碼 |
| UBS Group AG | 106,516 | $251.9 萬 | 0.00% | +8,084+8.2% | 加碼 |
| American Century Companies Inc | 101,844 | $240.9 萬 | 0.00% | −8,920−8.1% | 減碼 |
| Citadel Advisors LLC | 98,557 | $233.1 萬 | 0.00% | +86,017+685.9% | 加碼 |
| Wellington Management Group LLP | 97,035 | $229.5 萬 | 0.00% | −366,366−79.1% | 減碼 |
| Rhumbline Advisers | 94,358 | $223.2 萬 | 0.00% | −5,533−5.5% | 減碼 |
| Legal & General Group Plc | 89,144 | $210.8 萬 | 0.00% | −2,768−3.0% | 減碼 |
| Royal Bank of Canada | 76,449 | $180.8 萬 | 0.00% | −3,748−4.7% | 減碼 |
| LSV Asset Management | 74,500 | $176.2 萬 | 0.00% | 00.0% | 不變 |
| Swiss National Bank | 66,168 | $156.5 萬 | 0.00% | 00.0% | 不變 |
| Keybank National Association | 65,048 | $153.8 萬 | 0.01% | +379+0.6% | 加碼 |
| Barclays PLC | 64,554 | $152.7 萬 | 0.00% | +14,429+28.8% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 59,865 | $141.8 萬 | 0.00% | +1,822+3.1% | 加碼 |
| Nwam LLC | 53,247 | $140.3 萬 | 0.08% | −231−0.4% | 減碼 |
| Jane Street Group, LLC | 49,868 | $117.9 萬 | 0.00% | +3,024+6.5% | 加碼 |
| Raymond James Financial Inc | 49,417 | $116.9 萬 | 0.00% | −1,481−2.9% | 減碼 |
| UBS Asset Management Americas Inc | 48,090 | $113.7 萬 | 0.00% | −3,275−6.4% | 減碼 |
| Voya Investment Management LLC | 47,317 | $111.9 萬 | 0.00% | +645+1.4% | 加碼 |
| Thrivent Financial for Lutherans | 46,917 | $110.9 萬 | 0.00% | +10,973+30.5% | 加碼 |
| SEI Investments Co | 45,500 | $107.6 萬 | 0.00% | +29,053+176.6% | 加碼 |
| Pacific Ridge Capital Partners, LLC | 43,925 | $103.9 萬 | 0.23% | +1,960+4.7% | 加碼 |
| Price T Rowe Associates Inc | 43,248 | $102.3 萬 | 0.00% | +3,638+9.2% | 加碼 |
| Wells Fargo & Company | 43,106 | $101.9 萬 | 0.00% | +14,494+50.7% | 加碼 |
| Quantinno Capital Management LP | 42,460 | $100.4 萬 | 0.00% | +7,502+21.5% | 加碼 |
| Baird Financial Group, Inc. | 38,245 | $90.4 萬 | 0.00% | 00.0% | 不變 |
| Federated Hermes, Inc. | 37,848 | $89.5 萬 | 0.00% | +4,990+15.2% | 加碼 |
| Lazard Asset Management LLC | 33,129 | $78.4 萬 | 0.00% | 00.0% | 不變 |
| Great West Life Assurance Co | 32,226 | $76.2 萬 | 0.00% | +44+0.1% | 加碼 |
| Prudential Financial Inc | 31,862 | $75.4 萬 | 0.00% | −2,313−6.8% | 減碼 |
| California State Teachers Retirement System | 31,813 | $75.2 萬 | 0.00% | −29−0.1% | 減碼 |
| JPMorgan Chase & Co | 31,511 | $74.5 萬 | 0.00% | −5,485−14.8% | 減碼 |
| Deutsche Bank AG | 28,546 | $67.5 萬 | 0.00% | +2,036+7.7% | 加碼 |
| First Trust Advisors LP | 28,406 | $67.2 萬 | 0.00% | −225−0.8% | 減碼 |
| Globeflex Capital L P | 27,300 | $64.6 萬 | 0.10% | 00.0% | 不變 |
| Badgley Phelps Wealth Managers, LLC | 27,115 | $64.1 萬 | 0.01% | +12,288+82.9% | 加碼 |
| Citigroup Inc | 26,115 | $61.8 萬 | 0.00% | −10,877−29.4% | 減碼 |
| Rafferty Asset Management, LLC | 26,101 | $61.7 萬 | 0.00% | −2,679−9.3% | 減碼 |
| Fourthstone LLC | 25,100 | $59.4 萬 | 0.11% | +25,100 | 新進 |
| Odyssean, LLC | 24,168 | $57.2 萬 | 0.41% | +24,168 | 新進 |
| Penn Capital Management Co Inc | 22,735 | $53.8 萬 | 0.04% | −3,510−13.4% | 減碼 |
| STRS Ohio | 22,500 | $53.2 萬 | 0.00% | 00.0% | 不變 |
| Connor, Clark & Lunn Investment Management Ltd. | 22,248 | $52.6 萬 | 0.00% | +22,248 | 新進 |
| State of Alaska, Department of Revenue | 21,839 | $51.5 萬 | 0.01% | +3,398+18.4% | 加碼 |
| Bensler, LLC | 20,450 | $48.4 萬 | 0.05% | 00.0% | 不變 |
| MetLife Investment Management | 20,422 | $48.3 萬 | 0.00% | 00.0% | 不變 |
| Mengis Capital Management, Inc. | 20,310 | $48.0 萬 | 0.08% | −10.0% | 減碼 |
| Gabelli Funds LLC | 18,729 | $44.3 萬 | 0.00% | 00.0% | 不變 |
| Illinois Municipal Retirement Fund | 17,867 | $42.3 萬 | 0.01% | −86−0.5% | 減碼 |
| SG Americas Securities, LLC | 17,471 | $41.3 萬 | 0.00% | +11,993+218.9% | 加碼 |
| Warren Averett Asset Management, LLC | 17,317 | $41.0 萬 | 0.00% | +17,317 | 新進 |
| Y-Intercept (Hong Kong) Ltd | 16,841 | $39.8 萬 | 0.01% | +16,841 | 新進 |
| EP Wealth Advisors, LLC | 16,261 | $38.5 萬 | 0.00% | +16,261 | 新進 |
| Mirae Asset Global ETFs Holdings Ltd. | 15,869 | $37.5 萬 | 0.00% | +105+0.7% | 加碼 |
| Louisiana State Employees Retirement System | 15,600 | $36.9 萬 | 0.01% | 00.0% | 不變 |
| Janus Henderson Group PLC | 15,340 | $36.3 萬 | 0.00% | 00.0% | 不變 |
| SageView Advisory Group, LLC | 14,185 | $33.5 萬 | 0.01% | −160−1.1% | 減碼 |
| Intech Investment Management LLC | 14,014 | $33.1 萬 | 0.00% | −21,877−61.0% | 減碼 |
| Tudor Investment Corp Et Al | 13,762 | $32.5 萬 | 0.00% | +13,762 | 新進 |
| Atom Investors LP | 13,048 | $30.9 萬 | 0.02% | +13,048 | 新進 |
| Comerica Bank | 11,717 | $27.7 萬 | 0.00% | −1,884−13.9% | 減碼 |