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HFWA Heritage Financial

Institutional ownership

Data for period
(Last complete reporting period)
Institutional shares
Float
Outstanding shares
Total positions
Opened positions
Closed positions
Increased positions
Decreased positions

Latest institutional filings

Type Filer #Shares Filed For date #Previous %Chg Prev. Date
13F-HR
SummerHaven Investment Management 35.68K 20 Oct 21 30 Sep 21 0 +∞% 30 Jun 21
13F-HR
Oregon Public Employees Retirement Fund 14.83K 19 Oct 21 30 Sep 21 14.93K -1% 30 Jun 21
13F-HR
Nisa Investment Advisors 2.1K 18 Oct 21 30 Sep 21 2.1K 0% 30 Jun 21
13F-HR
Fifth Third Bancorp 236 15 Oct 21 30 Sep 21 294 -20% 30 Jun 21
13F-HR
Kiley Juergens Wealth Management 207.06K 13 Oct 21 30 Sep 21 203.91K +2% 30 Jun 21
13F-HR/A
First Trust Advisors 18.9K 12 Oct 21 30 Jun 21 17.71K +7% 31 Mar 21
13F-HR
Louisiana State Employees Retirement System 17.3K 12 Oct 21 30 Sep 21 16.2K +7% 30 Jun 21
13F-HR
State of Alaska, Department of Revenue 26.24K 6 Oct 21 30 Sep 21 24.89K +5% 30 Jun 21
13F-HR/A
Thrivent Financial For Lutherans 29.41K 24 Sep 21 30 Jun 21 29.5K 0% 31 Mar 21
13F-HR/A
CWM 210 15 Sep 21 30 Jun 21 0 +∞% 31 Mar 21

About this data

This data is updated daily from 13F, 13D and 13G SEC filings.

Faded values represent incomplete data for the quarter, where values have been used from the previous quarter for institutions that haven't filed updated data yet.

HFWA 5-year stock price

Institutional ownership trends

Institutional shares (*long positions only)
Number of holders
Opened vs closed positions (#holders, opened on top)
Increased vs decreased positions (#holders, increased on top)
Puts vs calls (#shares, puts on top)

Institutional ownership history data

All data in millions (MM) except percentages. "0.0" is < 100,000 and "0.0%" is < 0.1%
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