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 1 季 13F 持有人
Heritage Financial Corp 在 2026/3/31 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
- 185
- 較 2025 年第 4 季 +14 家
- 持有股數
- 3,281 萬
- 較 2025 年第 4 季 +563.1 萬 (+20.7%)
- 總市值
- $8.50 億
- 較 2025 年第 4 季 +$2.07 億 (+32.3%)
- 新進機構
- 25
- 另有 83 家加碼
- 清倉機構
- 11
- 另有 46 家減碼
另有 3 家機構在 2025 年第 4 季持有、還沒有申報 2026 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 |
2026 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 2025 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 5,561,782 | $1.45 億 | 0.00% | +648,759+13.2% | 加碼 |
| Jennison Associates LLC | 3,213,473 | $8,355 萬 | 0.06% | +106,308+3.4% | 加碼 |
| Victory Capital Management Inc | 2,469,315 | $6,420 萬 | 0.04% | +33,623+1.4% | 加碼 |
| Dimensional Fund Advisors LP | 1,956,477 | $5,087 萬 | 0.01% | −22,133−1.1% | 減碼 |
| Vanguard Capital Management LLC | 1,847,906 | $4,805 萬 | 0.00% | +1,847,906 | 新進 |
| State Street Corp | 1,796,525 | $4,671 萬 | 0.00% | +223,067+14.2% | 加碼 |
| Alliancebernstein L.P. | 1,144,920 | $2,708 萬 | 0.01% | −162,040−12.4% | 減碼 |
| Geode Capital Management, LLC | 934,802 | $2,431 萬 | 0.00% | +92,204+10.9% | 加碼 |
| Basswood Capital Management, L.L.C. | 698,904 | $1,817 萬 | 0.93% | +91,799+15.1% | 加碼 |
| Boston Partners | 690,319 | $1,796 萬 | 0.02% | +690,319 | 新進 |
| Vanguard Portfolio Management LLC | 653,691 | $1,700 萬 | 0.00% | +653,691 | 新進 |
| Wellington Management Group LLP | 628,320 | $1,634 萬 | 0.00% | +531,285+547.5% | 加碼 |
| Algebris (UK) Ltd | 518,409 | $1,346 萬 | 0.97% | −2,277−0.4% | 減碼 |
| Two Sigma Investments, LP | 490,410 | $1,275 萬 | 0.01% | +220,918+82.0% | 加碼 |
| Morgan Stanley | 479,833 | $1,248 萬 | 0.00% | +80,216+20.1% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 433,512 | $1,127 萬 | 0.01% | −70,709−14.0% | 減碼 |
| Northern Trust Corp | 413,116 | $1,074 萬 | 0.00% | +36,494+9.7% | 加碼 |
| Bank of New York Mellon Corp | 379,395 | $986.4 萬 | 0.00% | +12,869+3.5% | 加碼 |
| Charles Schwab Investment Management Inc | 377,043 | $980.3 萬 | 0.00% | +50,507+15.5% | 加碼 |
| rhino investment partners, Inc | 330,459 | $859.2 萬 | 2.39% | +144,515+77.7% | 加碼 |
| Goldman Sachs Group Inc | 312,057 | $811.3 萬 | 0.00% | +122,413+64.5% | 加碼 |
| Manufacturers Life Insurance Company, The | 309,353 | $804.3 萬 | 0.01% | −4,833−1.5% | 減碼 |
| Bridgeway Capital Management, LLC | 288,579 | $750.3 萬 | 0.15% | +13,564+4.9% | 加碼 |
| Heartland Advisors Inc | 275,000 | $715.0 萬 | 0.36% | 00.0% | 不變 |
| Lord, Abbett & Co. LLC | 272,437 | $708.3 萬 | 0.02% | −5,312−1.9% | 減碼 |
| Hotchkis & Wiley Capital Management LLC | 270,039 | $702.1 萬 | 0.02% | −12,780−4.5% | 減碼 |
| Vanguard Fiduciary Trust Co | 266,902 | $693.9 萬 | 0.00% | +266,902 | 新進 |
| Invesco Ltd. | 255,265 | $663.7 萬 | 0.00% | −9,254−3.5% | 減碼 |
| ProShare Advisors LLC | 249,948 | $649.9 萬 | 0.01% | −1,981−0.8% | 減碼 |
| Nuveen, LLC | 234,974 | $610.9 萬 | 0.00% | +423+0.2% | 加碼 |
| UBS Group AG | 226,475 | $588.8 萬 | 0.00% | +119,959+112.6% | 加碼 |
| Dana Investment Advisors, Inc. | 219,962 | $571.9 萬 | 0.17% | −499−0.2% | 減碼 |
| Bank of America Corp | 210,438 | $547.1 萬 | 0.00% | −9,857−4.5% | 減碼 |
| Principal Financial Group Inc | 199,588 | $518.9 萬 | 0.00% | +410+0.2% | 加碼 |
| Russell Investments Group, Ltd. | 198,478 | $516.0 萬 | 0.01% | +14,370+7.8% | 加碼 |
| Renaissance Technologies LLC | 188,341 | $489.7 萬 | 0.01% | −89,612−32.2% | 減碼 |
| Kiley Juergens Wealth Management, LLC | 175,051 | $455.1 萬 | 0.80% | −2,396−1.4% | 減碼 |
| Great Lakes Advisors, LLC | 171,237 | $445.2 萬 | 0.04% | +3,529+2.1% | 加碼 |
| AQR Capital Management LLC | 168,936 | $439.2 萬 | 0.00% | −2,224−1.3% | 減碼 |
| Empowered Funds, LLC | 166,079 | $431.8 萬 | 0.03% | +13,564+8.9% | 加碼 |
| Public Sector Pension Investment Board | 147,086 | $382.4 萬 | 0.01% | +29,369+24.9% | 加碼 |
| Martin & Co Inc | 137,899 | $358.5 萬 | 0.61% | +2,456+1.8% | 加碼 |
| Deprince Race & Zollo Inc | 131,566 | $342.1 萬 | 0.06% | +10,699+8.9% | 加碼 |
| Rhumbline Advisers | 106,392 | $276.6 萬 | 0.00% | +12,034+12.8% | 加碼 |
| Ameriprise Financial Inc | 106,347 | $276.5 萬 | 0.00% | −5,132−4.6% | 減碼 |
| American Century Companies Inc | 103,113 | $268.1 萬 | 0.00% | +1,269+1.2% | 加碼 |
| Royce & Associates LP | 82,196 | $213.7 萬 | 0.02% | −44,443−35.1% | 減碼 |
| Legal & General Group Plc | 81,920 | $213.0 萬 | 0.00% | −7,224−8.1% | 減碼 |
| SEI Investments Co | 79,334 | $206.3 萬 | 0.00% | +33,834+74.4% | 加碼 |
| Royal Bank of Canada | 76,128 | $197.9 萬 | 0.00% | −321−0.4% | 減碼 |
| LSV Asset Management | 74,500 | $193.7 萬 | 0.00% | 00.0% | 不變 |
| Swiss National Bank | 67,168 | $174.6 萬 | 0.00% | +1,000+1.5% | 加碼 |
| Keybank National Association | 66,614 | $173.2 萬 | 0.01% | +1,566+2.4% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 64,945 | $168.9 萬 | 0.00% | +5,080+8.5% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 64,833 | $168.6 萬 | 0.00% | +42,585+191.4% | 加碼 |
| Quantinno Capital Management LP | 55,145 | $143.4 萬 | 0.00% | +12,685+29.9% | 加碼 |
| Nwam LLC | 50,362 | $130.9 萬 | 0.08% | −2,885−5.4% | 減碼 |
| UBS Asset Management Americas Inc | 50,129 | $130.3 萬 | 0.00% | +2,039+4.2% | 加碼 |
| Price T Rowe Associates Inc | 50,062 | $130.2 萬 | 0.00% | +6,814+15.8% | 加碼 |
| Pacific Asset Management, LLC | 49,050 | $127.5 萬 | 0.71% | +49,050 | 新進 |
| Raymond James Financial Inc | 48,827 | $127.0 萬 | 0.00% | −590−1.2% | 減碼 |
| Voya Investment Management LLC | 47,173 | $122.6 萬 | 0.00% | −144−0.3% | 減碼 |
| Vanguard Global Advisers, LLC | 42,069 | $109.4 萬 | 0.00% | +42,069 | 新進 |
| Federated Hermes, Inc. | 41,496 | $107.9 萬 | 0.00% | +3,648+9.6% | 加碼 |
| Prudential Financial Inc | 40,422 | $105.1 萬 | 0.00% | +8,560+26.9% | 加碼 |
| Lazard Asset Management LLC | 40,326 | $104.8 萬 | 0.00% | +7,197+21.7% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 40,293 | $104.8 萬 | 0.04% | +40,293 | 新進 |
| Baird Financial Group, Inc. | 38,245 | $99.4 萬 | 0.00% | 00.0% | 不變 |
| Great West Life Assurance Co | 36,322 | $94.5 萬 | 0.00% | +4,096+12.7% | 加碼 |
| Pacific Ridge Capital Partners, LLC | 35,027 | $91.1 萬 | 0.20% | −8,898−20.3% | 減碼 |
| Deutsche Bank AG | 33,325 | $86.6 萬 | 0.00% | +4,779+16.7% | 加碼 |
| First Trust Advisors LP | 33,264 | $86.5 萬 | 0.00% | +4,858+17.1% | 加碼 |
| Odyssean, LLC | 31,917 | $83.0 萬 | 0.30% | +7,749+32.1% | 加碼 |
| California State Teachers Retirement System | 31,558 | $82.1 萬 | 0.00% | −255−0.8% | 減碼 |
| FMR LLC | 30,246 | $78.6 萬 | 0.00% | +24,262+405.4% | 加碼 |
| Citigroup Inc | 29,828 | $77.6 萬 | 0.00% | +3,713+14.2% | 加碼 |
| Rafferty Asset Management, LLC | 29,435 | $76.5 萬 | 0.00% | +3,334+12.8% | 加碼 |
| Susquehanna International Group, LLP | 27,527 | $71.6 萬 | 0.00% | +27,527 | 新進 |
| Thrivent Financial for Lutherans | 27,450 | $71.4 萬 | 0.00% | −19,467−41.5% | 減碼 |
| Globeflex Capital L P | 27,300 | $71.0 萬 | 0.11% | 00.0% | 不變 |
| State of Alaska, Department of Revenue | 24,848 | $64.5 萬 | 0.01% | +3,009+13.8% | 加碼 |
| Vanguard Asset Management, Ltd | 24,725 | $64.3 萬 | 0.00% | +24,725 | 新進 |
| Creative Planning | 22,838 | $59.4 萬 | 0.00% | +22,838 | 新進 |
| Penn Capital Management Co Inc | 22,735 | $59.1 萬 | 0.05% | 00.0% | 不變 |
| Barclays PLC | 21,856 | $56.8 萬 | 0.00% | −42,698−66.1% | 減碼 |
| Badgley Phelps Wealth Managers, LLC | 20,971 | $54.5 萬 | 0.01% | −6,144−22.7% | 減碼 |
| Bensler, LLC | 20,450 | $53.2 萬 | 0.05% | 00.0% | 不變 |
| Mengis Capital Management, Inc. | 20,310 | $52.8 萬 | 0.09% | 00.0% | 不變 |
| Fourthstone LLC | 19,970 | $51.9 萬 | 0.09% | −5,130−20.4% | 減碼 |
| SG Americas Securities, LLC | 19,571 | $50.9 萬 | 0.00% | +2,100+12.0% | 加碼 |
| Gsa Capital Partners LLP | 19,254 | $50.1 萬 | 0.03% | +19,254 | 新進 |
| STRS Ohio | 19,200 | $49.9 萬 | 0.00% | −3,300−14.7% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,927 | $49.2 萬 | 0.00% | +7,936+72.2% | 加碼 |
| Gabelli Funds LLC | 18,729 | $48.7 萬 | 0.00% | 00.0% | 不變 |
| JPMorgan Chase & Co | 18,936 | $48.4 萬 | 0.00% | −12,575−39.9% | 減碼 |
| MetLife Investment Management | 18,566 | $48.3 萬 | 0.00% | −1,856−9.1% | 減碼 |
| Pathstone Holdings, LLC | 18,457 | $48.0 萬 | 0.00% | +18,457 | 新進 |
| Wells Fargo & Company | 18,445 | $48.0 萬 | 0.00% | −24,661−57.2% | 減碼 |
| Illinois Municipal Retirement Fund | 18,381 | $47.8 萬 | 0.01% | +514+2.9% | 加碼 |
| Louisiana State Employees Retirement System | 18,200 | $47.3 萬 | 0.01% | +2,600+16.7% | 加碼 |