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HFWA
Heritage Financial Corporation · Financial Services · Banks - Regional
73الحاملون المتتبعون
-1Δ المساهمون
25.16Mالأسهم المحتفظ بها
$594.98Mالقيمة المُبلَّغ عنها
+0المراكز الجديدة
−1الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين -1.4% ·
تدفق الأسهم +0.4% ·
المراكز الجديدة الصافية -1.4%
· الصيغة
تراكم مركّز: أسهم متصاعدة لدى عدد أقل من الحاملين
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q4 2025
الملكية عبر الزمن
| الربع | الملّاك | Δ | الأسهم | القيمة المُبلَّغ عنها | جديد | الخروجات |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | +1 | 18.67K | $514,756 | +1 | −1 |
| 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 | n/a | −1 |
| Q3 2025 | 16 | +2 | 11.73M | $283.71M | +2 | n/a |
| Q2 2025 | 11 | -1 | 10.91M | $260.06M | n/a | −1 |
| Q1 2025 | 9 | -2 | 3.62M | $88.00M | n/a | −2 |
| Q4 2024 | 11 | 0 | 3.68M | $90.10M | +1 | −1 |
| Q3 2024 | 10 | 0 | 2.05M | $44.57M | n/a | n/a |
| Q2 2024 | 10 | n/a | 2.20M | $39.72M | n/a | n/a |
من يحمله · Q4 2025
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (سلبي) | 4.91M | +3.9% | $116.19M | 0.0% | ▲ Add | 3 | SEC ↗ ×11 |
| 2 | Jennison Associates Llc | 3.11M | n/a | $73.48M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Victory Capital Management Inc | 2.44M | n/a | $57.60M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | The Vanguard Group ✦ (سلبي) | 2.41M | +1.9% | $57.05M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 5 | Dimensional Fund Advisors Lp | 1.98M | n/a | $46.79M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 6 | State Street Global Advisors ✦ (سلبي) | 1.57M | +3.2% | $37.21M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 7 | Alliancebernstein L.P. | 1.31M | n/a | $30.91M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Geode Capital Management ✦ (سلبي) | 842.60K | +0.5% | $19.93M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 9 | Arrowstreet Capital ✦ | 504.22K | +0.3% | $11.92M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 399.62K | +14.7% | $9.45M | 0.0% | ▲ Add | 2 | SEC ↗ ×11 |
| 11 | Northern Trust Corp | 376.62K | n/a | $8.91M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 12 | Bank of New York Mellon Corp | 366.53K | n/a | $8.67M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 13 | Charles Schwab Investment… | 326.54K | n/a | $7.72M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Manufacturers Life Insurance… | 314.19K | n/a | $7.43M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Hotchkis & Wiley Capital Management… | 282.82K | n/a | $6.69M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Renaissance Technologies ✦ | 277.95K | -2.8% | $6.57M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 17 | Two Sigma Investments ✦ | 269.49K | +5.0% | $6.37M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 18 | Invesco Ltd. | 264.52K | n/a | $6.26M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 19 | ProShare Advisors LLC | 251.93K | n/a | $5.96M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Nuveen, LLC | 234.55K | n/a | $5.55M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 21 | Bank Of America Corp /De/ | 220.29K | n/a | $5.21M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 22 | Principal Financial Group Inc | 199.18K | n/a | $4.71M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Goldman Sachs Group ✦ | 189.64K | +38.7% | $4.49M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 24 | Russell Investments Group, Ltd. | 184.11K | n/a | $4.35M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 25 | AQR Capital Management ✦ | 171.16K | +32.7% | $4.05M | 0.0% | ▲ Add | 7 | SEC ↗ ×6 |
| 26 | Ameriprise Financial Inc | 111.48K | n/a | $2.64M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 27 | UBS Group AG | 106.52K | n/a | $2.52M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 28 | American Century Companies Inc | 101.84K | n/a | $2.41M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Citadel Advisors ✦ | 98.56K | +685.9% | $2.33M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 30 | Wellington Management ✦ | 97.03K | -79.1% | $2.29M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 31 | Rhumbline Advisers | 94.36K | n/a | $2.23M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Legal & General Group Plc | 89.14K | n/a | $2.11M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 33 | Royal Bank Of Canada | 76.45K | n/a | $1.81M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 34 | Swiss National Bank | 66.17K | n/a | $1.56M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Barclays Plc | 64.55K | n/a | $1.53M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 36 | Universal- Beteiligungs- und… | 59.87K | n/a | $1.42M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Jane Street Group, Llc | 49.87K | n/a | $1.18M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 38 | Raymond James Financial Inc | 49.42K | n/a | $1.17M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 39 | UBS AM, a distinct business unit of… | 48.09K | n/a | $1.14M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 40 | Voya Investment Management Llc | 47.32K | n/a | $1.12M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Sei Investments Co | 45.50K | n/a | $1.08M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 42 | T. Rowe Price ✦ | 43.25K | +9.2% | $1.02M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 43 | Wells Fargo & Company/Mn | 43.11K | n/a | $1.02M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 44 | Quantinno Capital Management LP | 42.46K | n/a | $1.00M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Baird Financial Group, Inc. | 38.24K | n/a | $904,494 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Federated Hermes, Inc. | 37.85K | n/a | $895,105 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Lazard Asset Management Llc | 33.13K | n/a | $783,501 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Prudential Financial Inc | 31.86K | n/a | $753,536 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | California State Teachers… | 31.81K | n/a | $752,377 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | JPMorgan Chase ✦ | 31.51K | -57.4% | $745,235 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 51 | Deutsche Bank Ag\ | 28.55K | n/a | $675,113 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | First Trust Advisors Lp | 28.41K | n/a | $671,801 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Citigroup Inc | 26.11K | n/a | $617,620 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 54 | Connor, Clark & Lunn Investment… | 22.25K | n/a | $526,165 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 15.87K | n/a | $375,302 | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Janus Henderson Group Plc | 15.34K | n/a | $362,868 | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Tudor Investment Corp Et Al | 13.76K | n/a | $325,471 | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Zurcher Kantonalbank (Zurich… | 10.99K | n/a | $259,937 | 0.0% | n/c | 1 | SEC ↗ |
| 59 | State Board Of Administration Of… | 9.91K | n/a | $234,348 | 0.0% | n/c | 1 | SEC ↗ |
| 60 | New York State Common Retirement… | 9.59K | n/a | $226,874 | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Bnp Paribas Financial Markets | 8.49K | n/a | $200,883 | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Cwm, Llc | 8.25K | n/a | $195,000 | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Us Bancorp \De\ | 8.08K | n/a | $191,187 | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Fidelity (FMR) ✦ | 5.98K | -8.4% | $141,514 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 65 | Pnc Financial Services Group, Inc. | 1.20K | n/a | $28,309 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 66 | Rockefeller Capital Management L.P. | 607 | n/a | $14,356 | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Osaic Holdings, Inc. | 563 | n/a | $13,315 | 0.0% | n/c | 1 | SEC ↗ |
| 68 | BNP Paribas Asset Management… | 427 | n/a | $10,000 | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Fifth Third Bancorp | 392 | n/a | $9,271 | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Optiver Holding B.V. | 168 | n/a | $3,973 | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Jones Financial Companies Lllp | 104 | n/a | $2,460 | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Assetmark, Inc | 14 | n/a | $331 | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Simplex Trading, Llc | 9 | n/a | $212 | 0.0% | n/c | 1 | SEC ↗ |
"وزنهم" = حصة المركز من قيمة محفظة المدير في 13F: مقياس القناعة. ✦ = مدير منتقى.
المشترون الجدد
| لا يوجد مشترون جدد متابعون هذا الربع. |
تم الخروج
| Millennium Management | $379,783 | كان 0.0% |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 183 المالكون, 32.78M الأسهم, $835.38M مُبلَّغ عنه. هذه فترة مختلفة وأقدم من أرقام الكون المتتبع أعلاه، ولا يتم دمج الاثنين في أي وقت.
كثيراً ما تُمتلك معاً
ما يمتلكه المالكون المتتبَّعون لهذا الورقة المالية في الغالب: أعداد الملكية المشتركة، لا العلاقات الأساسية.
مشتريات السوق المفتوحة (P)
لا توجد مشتريات داخلية في السوق المفتوحة ضمن نافذة التغطية لدينا.
مبيعات السوق المفتوحة (S)
Sep 15
Rivera Frederick B
Director · 1.30K سهم · $37,134
Sep 03
CHARNESKI BRIAN
Director · 13.68K سهم · $399,091
Aug 13
Ray Matthew T.
Officer · 3.69K سهم · $111,129
لا تُحتسب هنا الجوائز وعمليات التنفيذ والاستقطاع الضريبي ضمن عمليات الشراء أو البيع. المنهجية
Oct 08
SC 13G: DIMENSIONAL FUND ADVISORS LP
المصدر: الملكية من مراكز الأسهم العادية المُحللة في نماذج 13F (الكون المتتبَّع، مجموعات مقارنة للتغيرات)؛ صفوف المطلعين من النماذج 3/4/5؛ الحصص من الجداول 13D/13G؛ كل إيداع يرتبط بنسخته الأصلية على SEC EDGAR.
فترة الإبلاغ: Q4 2025 ·
المنهجية ·
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