Wertpapierdatensatz · archiviertes Quartal
HFWA
Heritage Financial Corporation · Financial Services · Banks - Regional
16Erfasste Halter
+2Δ Inhaber
11.73MGehaltene Aktien
$283.71MGemeldeter Wert
+2Neue Positionen
−0Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +14.3% ·
Aktienfluss +2.3% ·
neue Nettopositionen +12.5%
— Formel
Breite Akkumulation — steigende Anteile bei mehr Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q3 2025
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| 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 | — | — |
Wer es hält · Q3 2025
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passiv) | 4.73M | -3.4% | $114.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | BlackRock ✦ (passiv) | 4.73M | -3.4% | $114.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | BlackRock ✦ (passiv) | 4.73M | -3.4% | $114.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | BlackRock ✦ (passiv) | 4.73M | -3.4% | $114.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | BlackRock ✦ (passiv) | 4.73M | -3.4% | $114.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | BlackRock ✦ (passiv) | 4.73M | -3.4% | $114.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | BlackRock ✦ (passiv) | 4.73M | -3.4% | $114.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | BlackRock ✦ (passiv) | 4.73M | -3.4% | $114.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | BlackRock ✦ (passiv) | 4.73M | -3.4% | $114.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | BlackRock ✦ (passiv) | 4.73M | -3.4% | $114.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | The Vanguard Group ✦ (passiv) | 2.37M | -2.2% | $57.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | The Vanguard Group ✦ (passiv) | 2.37M | -2.2% | $57.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | The Vanguard Group ✦ (passiv) | 2.37M | -2.2% | $57.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | The Vanguard Group ✦ (passiv) | 2.37M | -2.2% | $57.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | The Vanguard Group ✦ (passiv) | 2.37M | -2.2% | $57.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | State Street Global Advisors ✦ (passiv) | 1.52M | -3.9% | $36.88M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 17 | Geode Capital Management ✦ (passiv) | 838.43K | +1.3% | $20.28M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 18 | Geode Capital Management ✦ (passiv) | 838.43K | +1.3% | $20.28M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 19 | Arrowstreet Capital ✦ | 502.87K | -0.3% | $12.16M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 20 | Wellington Management ✦ | 463.40K | Neu | $11.21M | 0.0% | New | 1 | SEC ↗ |
| 21 | Wellington Management ✦ | 463.40K | Neu | $11.21M | 0.0% | New | 1 | SEC ↗ |
| 22 | Wellington Management ✦ | 463.40K | Neu | $11.21M | 0.0% | New | 1 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 348.53K | — | $8.43M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 348.53K | — | $8.43M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 348.53K | — | $8.43M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 348.53K | — | $8.43M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 348.53K | — | $8.43M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 348.53K | — | $8.43M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 348.53K | — | $8.43M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Renaissance Technologies ✦ | 285.83K | -11.1% | $6.91M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 31 | Two Sigma Investments ✦ | 256.57K | +40.2% | $6.21M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 32 | Goldman Sachs Group ✦ | 136.73K | — | $3.31M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Goldman Sachs Group ✦ | 136.73K | — | $3.31M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | AQR Capital Management ✦ | 128.97K | +12.5% | $3.12M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 35 | AQR Capital Management ✦ | 128.97K | +12.5% | $3.12M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 36 | AQR Capital Management ✦ | 128.97K | +12.5% | $3.12M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 37 | AQR Capital Management ✦ | 128.97K | +12.5% | $3.12M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 38 | AQR Capital Management ✦ | 128.97K | +12.5% | $3.12M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 73.99K | — | $1.79M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 73.99K | — | $1.79M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 73.99K | — | $1.79M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 73.99K | — | $1.79M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | JPMorgan Chase ✦ | 73.99K | — | $1.79M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | JPMorgan Chase ✦ | 73.99K | — | $1.79M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | JPMorgan Chase ✦ | 73.99K | — | $1.79M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | JPMorgan Chase ✦ | 73.99K | — | $1.79M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | T. Rowe Price ✦ | 39.61K | +14.6% | $959,000 | 0.0% | ▲ Add | 6 | SEC ↗ |
| 48 | Millennium Management ✦ | 15.70K | +7.2% | $379,783 | 0.0% | ▲ Add | 6 | SEC ↗ |
| 49 | Citadel Advisors ✦ | 12.54K | Neu | $303,343 | 0.0% | New | 1 | SEC ↗ |
| 50 | Citadel Advisors ✦ | 12.54K | Neu | $303,343 | 0.0% | New | 1 | SEC ↗ |
| 51 | Fidelity (FMR) ✦ | 6.53K | +9.8% | $158,018 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Fidelity (FMR) ✦ | 6.53K | +9.8% | $158,018 | 0.0% | ▲ Add | 2 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Wellington Management | $11.21M | 0.0% |
| Wellington Management | $11.21M | 0.0% |
| Wellington Management | $11.21M | 0.0% |
| Citadel Advisors | $303,343 | 0.0% |
| Citadel Advisors | $303,343 | 0.0% |
Ausgestiegen
| Keine erfassten Ausstiege in diesem Quartal. |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 183 Inhaber, 32.78M Anteile, $835.38M gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Häufig gemeinsam gehalten
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.
Käufe auf dem offenen Markt (P)
Keine Insider-Käufe auf dem offenen Markt in unserem Erfassungszeitraum.
Verkäufe auf dem offenen Markt (S)
Aug 13
Ray Matthew T.
Officer · 3.69K Ant. · $111,129
Zuteilungen, Ausübungen und Steuereinbehalte werden hier nie als Käufe oder Verkäufe gezählt. Methodik
Herkunft: Beteiligung aus geparsten 13F-Common-Stock-Positionen (verfolgte Grundgesamtheit, vergleichbare Sets für Veränderungen); Insider-Zeilen aus Formularen 3/4/5; Beteiligungen aus Schedules 13D/13G; jede Einreichung verlinkt auf das Original auf SEC EDGAR.
Berichtszeitraum: Q3 2025 ·
Methodik ·
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