HFWA
Heritage Financial Corporation · Financial Services · Banks - Regional
मोमेंटम इनपुट (तुलनीय प्रबंधक):
धारक व्यापकता +5.7% ·
शेयर प्रवाह +2.2% ·
नई शुद्ध पोजीशन +5.4%
— सूत्र
व्यापक संचय — अधिक धारकों में बढ़ती हुई हिस्सेदारी
सभी स्वामित्व आँकड़े: केवल ट्रैक किए गए 13F मैनेजर, सामान्य-स्टॉक पोजीशन, रिपोर्टिंग अवधि Q2 2026
| तिमाही | होल्डर | Δ | शेयर | रिपोर्ट किया गया मूल्य | नया | एग्जिट |
|---|---|---|---|---|---|---|
| Q2 2026 | 74 | +4 | 27.76M | $818.00M | +7 | −3 |
| Q1 2026 | 73 | 0 | 27.20M | $704.65M | +5 | −5 |
| Q4 2025 | 73 | -1 | 25.16M | $594.98M | — | −1 |
| Q3 2025 | 16 | +2 | 11.73M | $283.71M | +2 | — |
| Q2 2025 | 11 | -1 | 10.91M | $260.06M | — | −1 |
| Q1 2025 | 9 | -2 | 3.62M | $88.00M | — | −2 |
| Q4 2024 | 11 | 0 | 3.68M | $90.10M | +1 | −1 |
| Q3 2024 | 10 | 0 | 2.05M | $44.57M | — | — |
| Q2 2024 | 10 | — | 2.20M | $39.72M | — | — |
| # | मैनेजर | शेयर | Δ शेयर | वैल्यू | उनका वेट | होल्ड किया गया | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (निष्क्रिय) | 5.81M | +4.5% | $172.13M | 0.0% | ▲ Add | 5 | SEC ↗ ×10 |
| 2 | Jennison Associates Llc | 3.54M | +10.1% | $104.80M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | Victory Capital Management Inc | 2.36M | -4.4% | $69.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Dimensional Fund Advisors Lp | 2.04M | +4.5% | $60.55M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 5 | State Street Global Advisors ✦ (निष्क्रिय) | 1.98M | +10.3% | $58.71M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 6 | Vanguard Capital Management Llc | 1.83M | -0.7% | $54.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Geode Capital Management ✦ (निष्क्रिय) | 1.10M | +18.1% | $32.70M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 8 | Alliancebernstein L.P. | 1.14M | -0.7% | $29.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Boston Partners | 677.11K | -1.9% | $20.05M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 10 | Wellington Management ✦ | 528.11K | -15.9% | $15.64M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 455.99K | -5.0% | $13.51M | 0.0% | ▼ Trim | 4 | SEC ↗ ×11 |
| 12 | Northern Trust Corp | 440.62K | +6.7% | $13.05M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 13 | Charles Schwab Investment… | 399.44K | +5.9% | $11.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Bank of New York Mellon Corp | 398.96K | +5.2% | $11.82M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 15 | Two Sigma Investments ✦ | 389.21K | -20.6% | $11.53M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 16 | Manufacturers Life Insurance… | 308.64K | -0.2% | $9.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Arrowstreet Capital ✦ | 298.12K | -31.2% | $8.83M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 18 | Hotchkis & Wiley Capital Management… | 264.74K | -2.0% | $7.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Invesco Ltd. | 260.87K | +2.2% | $7.73M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 20 | Nuveen, LLC | 244.36K | +4.0% | $7.24M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 21 | JPMorgan Chase ✦ | 245.75K | +1197.8% | $7.23M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 22 | Goldman Sachs Group ✦ | 243.03K | -22.1% | $7.20M | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 23 | ProShare Advisors LLC | 237.23K | -5.1% | $7.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Principal Financial Group Inc | 199.22K | -0.2% | $5.90M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 25 | Bank Of America Corp /De/ | 187.59K | -10.9% | $5.56M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 26 | UBS Group AG | 171.50K | -24.3% | $5.08M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 27 | Russell Investments Group, Ltd. | 147.07K | -25.9% | $4.36M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 28 | AQR Capital Management ✦ | 132.96K | -21.3% | $3.94M | 0.0% | ▼ Trim | 9 | SEC ↗ ×8 |
| 29 | Renaissance Technologies ✦ | 132.44K | -29.7% | $3.92M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 30 | Ameriprise Financial Inc | 104.06K | -2.1% | $3.08M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 31 | Quantinno Capital Management LP | 103.68K | +88.0% | $3.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | American Century Companies Inc | 101.60K | -1.5% | $3.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Rhumbline Advisers | 101.13K | -4.9% | $3.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Legal & General Group Plc | 89.97K | +9.8% | $2.66M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 35 | Connor, Clark & Lunn Investment… | 85.78K | +32.3% | $2.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Swiss National Bank | 82.57K | +22.9% | $2.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Royal Bank Of Canada | 81.86K | +7.5% | $2.42M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 38 | T. Rowe Price ✦ | 68.77K | +37.4% | $2.04M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 39 | Voya Investment Management Llc | 56.41K | +19.6% | $1.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Sei Investments Co | 51.60K | -35.0% | $1.53M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 41 | Universal- Beteiligungs- und… | 47.55K | -26.8% | $1.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | UBS AM, a distinct business unit of… | 47.17K | -5.9% | $1.40M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 43 | First Trust Advisors Lp | 45.87K | +37.9% | $1.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Deutsche Bank Ag\ | 44.65K | +34.0% | $1.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Federated Hermes, Inc. | 42.30K | +1.9% | $1.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Prudential Financial Inc | 40.36K | -0.2% | $1.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Wells Fargo & Company/Mn | 40.19K | +117.9% | $1.19M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 48 | Citigroup Inc | 38.82K | +30.1% | $1.15M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 49 | Baird Financial Group, Inc. | 38.24K | 0.0% | $1.13M | 0.0% | Held | 3 | SEC ↗ |
| 50 | Creative Planning | 27.58K | +20.8% | $816,890 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 51 | Millennium Management ✦ | 24.02K | नया | $711,561 | 0.0% | New | 1 | SEC ↗ |
| 52 | D. E. Shaw & Co. ✦ | 23.37K | नया | $692,338 | 0.0% | New | 1 | SEC ↗ |
| 53 | Barclays Plc | 22.02K | +0.7% | $652,173 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 54 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 19.15K | +19.9% | $567,193 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Zurcher Kantonalbank (Zurich… | 18.93K | 0.0% | $560,618 | 0.0% | Held | 3 | SEC ↗ |
| 56 | New York State Common Retirement… | 14.59K | +52.1% | $432,245 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Fidelity (FMR) ✦ | 14.48K | -52.1% | $428,800 | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 58 | Tidal Investments LLC | 14.13K | नया | $418,590 | 0.0% | New | 1 | SEC ↗ |
| 59 | Bnp Paribas Financial Markets | 13.90K | +54.0% | $411,600 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | Fifth Third Bancorp | 13.53K | +0.4% | $400,789 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | Mercer Global Advisors Inc /Adv | 13.19K | +35.7% | $390,777 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | LPL Financial LLC | 10.54K | 0.0% | $312,284 | 0.0% | Held | 2 | SEC ↗ |
| 63 | State Board Of Administration Of… | 9.91K | 0.0% | $293,505 | 0.0% | Held | 3 | SEC ↗ |
| 64 | Us Bancorp \De\ | 8.47K | +3.6% | $250,911 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | Neuberger Berman Group LLC | 7.41K | नया | $219,544 | 0.0% | New | 1 | SEC ↗ ×2 |
| 66 | Squarepoint Ops LLC | 7.21K | नया | $213,560 | 0.0% | New | 1 | SEC ↗ |
| 67 | Jones Financial Companies Lllp | 3.46K | +286.5% | $102,103 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 68 | Pnc Financial Services Group, Inc. | 1.23K | +0.3% | $36,432 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 69 | Osaic Holdings, Inc. | 737 | +25.1% | $21,830 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 70 | Rockefeller Capital Management L.P. | 606 | -2.3% | $17,949 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 71 | BNP Paribas Asset Management… | 453 | -25.9% | $13,418 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 72 | Simplex Trading, Llc | 438 | नया | $12,973 | 0.0% | New | 1 | SEC ↗ |
| 73 | Optiver Holding B.V. | 362 | नया | $10,722 | 0.0% | New | 1 | SEC ↗ |
| 74 | Assetmark, Inc | 14 | 0.0% | $415 | 0.0% | Held | 3 | SEC ↗ |
"Their weight" = उस मैनेजर के रिपोर्ट किए गए 13F इक्विटी मूल्य में स्थिति का हिस्सा — विश्वास का माप। ✦ = क्यूरेटेड मैनेजर।
नए खरीदार
| Millennium Management | $711,561 | 0.0% |
| D. E. Shaw & Co. | $692,338 | 0.0% |
| Tidal Investments LLC | $418,590 | 0.0% |
| Neuberger Berman Group LLC | $219,544 | 0.0% |
| Squarepoint Ops LLC | $213,560 | 0.0% |
| Simplex Trading, Llc | $12,973 | 0.0% |
| Optiver Holding B.V. | $10,722 | 0.0% |
बाहर निकला
| Raymond James Financial Inc | $1.27M | था 0.0% |
| Lazard Asset Management Llc | $1.05M | था 0.0% |
| Susquehanna International… | $715,702 | था 0.0% |
पूर्ण-बाज़ार संदर्भ: सभी 13F फाइलरों में (SEC संरचित डेटा, Q1 2026): 183 धारक, 32.78M शेयर, $835.38M रिपोर्ट किया गया. यह ट्रैक किए गए यूनिवर्स के उपरोक्त आंकड़ों से भिन्न, पुरानी अवधि है और दोनों को कभी मिश्रित नहीं किया जाता।
इस सिक्योरिटी के ट्रैक किए गए होल्डर्स सबसे अधिक और क्या धारण करते हैं — साझा-ओनरशिप काउंट, मौलिक संबंध नहीं।
ओपन-मार्केट खरीद (P)
हमारी कवरेज विंडो में कोई ओपन-मार्केट इनसाइडर खरीद नहीं।
ओपन-मार्केट बिक्री (S)
Director · 1.30K sh · $37,134
Director · 13.68K sh · $399,091
Officer · 3.69K sh · $111,129
अवार्ड, एक्सरसाइज़ और टैक्स विदहोल्डिंग को यहाँ कभी भी खरीद या बिक्री में नहीं गिना जाता। कार्यप्रणाली