Ficha del valor · trimestre archivado
HFWA
Heritage Financial Corporation · Financial Services · Banks - Regional
73Tenedores rastreados
-1Δ titulares
25.16MAcciones mantenidas
$594.98MValor declarado
+0Nuevas posiciones
−1Cierres
Señales de momentum (gestores comparables):
amplitud de titulares -1.4% ·
flujo de acciones +0.4% ·
nuevas posiciones netas -1.4%
— fórmula
Acumulación concentrada — aumento de acciones entre menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2025
Participación a lo largo del tiempo
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| 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 | — | — |
Quién lo tiene en cartera · Q4 2025
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasivo) | 4.91M | +3.9% | $116.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | BlackRock ✦ (pasivo) | 4.91M | +3.9% | $116.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | BlackRock ✦ (pasivo) | 4.91M | +3.9% | $116.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | BlackRock ✦ (pasivo) | 4.91M | +3.9% | $116.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | BlackRock ✦ (pasivo) | 4.91M | +3.9% | $116.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | BlackRock ✦ (pasivo) | 4.91M | +3.9% | $116.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | BlackRock ✦ (pasivo) | 4.91M | +3.9% | $116.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | BlackRock ✦ (pasivo) | 4.91M | +3.9% | $116.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | BlackRock ✦ (pasivo) | 4.91M | +3.9% | $116.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | BlackRock ✦ (pasivo) | 4.91M | +3.9% | $116.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | BlackRock ✦ (pasivo) | 4.91M | +3.9% | $116.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Jennison Associates Llc | 3.11M | — | $73.48M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Jennison Associates Llc | 3.11M | — | $73.48M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Victory Capital Management Inc | 2.44M | — | $57.60M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | The Vanguard Group ✦ (pasivo) | 2.41M | +1.9% | $57.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | The Vanguard Group ✦ (pasivo) | 2.41M | +1.9% | $57.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | The Vanguard Group ✦ (pasivo) | 2.41M | +1.9% | $57.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | The Vanguard Group ✦ (pasivo) | 2.41M | +1.9% | $57.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | The Vanguard Group ✦ (pasivo) | 2.41M | +1.9% | $57.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Dimensional Fund Advisors Lp | 1.98M | — | $46.79M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Dimensional Fund Advisors Lp | 1.98M | — | $46.79M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Dimensional Fund Advisors Lp | 1.98M | — | $46.79M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Dimensional Fund Advisors Lp | 1.98M | — | $46.79M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | State Street Global Advisors ✦ (pasivo) | 1.57M | +3.2% | $37.21M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 25 | Alliancebernstein L.P. | 1.31M | — | $30.91M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Geode Capital Management ✦ (pasivo) | 842.60K | +0.5% | $19.93M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 27 | Geode Capital Management ✦ (pasivo) | 842.60K | +0.5% | $19.93M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 28 | Arrowstreet Capital ✦ | 504.22K | +0.3% | $11.92M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 399.62K | +14.7% | $9.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Morgan Stanley ✦ | 399.62K | +14.7% | $9.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Morgan Stanley ✦ | 399.62K | +14.7% | $9.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Morgan Stanley ✦ | 399.62K | +14.7% | $9.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Morgan Stanley ✦ | 399.62K | +14.7% | $9.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Morgan Stanley ✦ | 399.62K | +14.7% | $9.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Morgan Stanley ✦ | 399.62K | +14.7% | $9.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Morgan Stanley ✦ | 399.62K | +14.7% | $9.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Morgan Stanley ✦ | 399.62K | +14.7% | $9.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Morgan Stanley ✦ | 399.62K | +14.7% | $9.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Morgan Stanley ✦ | 399.62K | +14.7% | $9.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Northern Trust Corp | 376.62K | — | $8.91M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Northern Trust Corp | 376.62K | — | $8.91M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Northern Trust Corp | 376.62K | — | $8.91M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Northern Trust Corp | 376.62K | — | $8.91M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Northern Trust Corp | 376.62K | — | $8.91M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Northern Trust Corp | 376.62K | — | $8.91M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Northern Trust Corp | 376.62K | — | $8.91M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Bank of New York Mellon Corp | 366.53K | — | $8.67M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Bank of New York Mellon Corp | 366.53K | — | $8.67M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Bank of New York Mellon Corp | 366.53K | — | $8.67M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Bank of New York Mellon Corp | 366.53K | — | $8.67M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Bank of New York Mellon Corp | 366.53K | — | $8.67M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Bank of New York Mellon Corp | 366.53K | — | $8.67M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Charles Schwab Investment… | 326.54K | — | $7.72M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Manufacturers Life Insurance… | 314.19K | — | $7.43M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Hotchkis & Wiley Capital Management… | 282.82K | — | $6.69M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Renaissance Technologies ✦ | 277.95K | -2.8% | $6.57M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 57 | Two Sigma Investments ✦ | 269.49K | +5.0% | $6.37M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 58 | Invesco Ltd. | 264.52K | — | $6.26M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Invesco Ltd. | 264.52K | — | $6.26M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Invesco Ltd. | 264.52K | — | $6.26M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Invesco Ltd. | 264.52K | — | $6.26M | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Invesco Ltd. | 264.52K | — | $6.26M | 0.0% | n/c | 1 | SEC ↗ |
| 63 | ProShare Advisors LLC | 251.93K | — | $5.96M | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Nuveen, LLC | 234.55K | — | $5.55M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Nuveen, LLC | 234.55K | — | $5.55M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Bank Of America Corp /De/ | 220.29K | — | $5.21M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Bank Of America Corp /De/ | 220.29K | — | $5.21M | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Bank Of America Corp /De/ | 220.29K | — | $5.21M | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Bank Of America Corp /De/ | 220.29K | — | $5.21M | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Bank Of America Corp /De/ | 220.29K | — | $5.21M | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Bank Of America Corp /De/ | 220.29K | — | $5.21M | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Principal Financial Group Inc | 199.18K | — | $4.71M | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Principal Financial Group Inc | 199.18K | — | $4.71M | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Goldman Sachs Group ✦ | 189.64K | +38.7% | $4.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 75 | Goldman Sachs Group ✦ | 189.64K | +38.7% | $4.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 76 | Russell Investments Group, Ltd. | 184.11K | — | $4.35M | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Russell Investments Group, Ltd. | 184.11K | — | $4.35M | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Russell Investments Group, Ltd. | 184.11K | — | $4.35M | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Russell Investments Group, Ltd. | 184.11K | — | $4.35M | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Russell Investments Group, Ltd. | 184.11K | — | $4.35M | 0.0% | n/c | 1 | SEC ↗ |
| 81 | AQR Capital Management ✦ | 171.16K | +32.7% | $4.05M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 82 | AQR Capital Management ✦ | 171.16K | +32.7% | $4.05M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 83 | AQR Capital Management ✦ | 171.16K | +32.7% | $4.05M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 84 | AQR Capital Management ✦ | 171.16K | +32.7% | $4.05M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 85 | AQR Capital Management ✦ | 171.16K | +32.7% | $4.05M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 86 | AQR Capital Management ✦ | 171.16K | +32.7% | $4.05M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 87 | Ameriprise Financial Inc | 111.48K | — | $2.64M | 0.0% | n/c | 1 | SEC ↗ |
| 88 | Ameriprise Financial Inc | 111.48K | — | $2.64M | 0.0% | n/c | 1 | SEC ↗ |
| 89 | UBS Group AG | 106.52K | — | $2.52M | 0.0% | n/c | 1 | SEC ↗ |
| 90 | UBS Group AG | 106.52K | — | $2.52M | 0.0% | n/c | 1 | SEC ↗ |
| 91 | UBS Group AG | 106.52K | — | $2.52M | 0.0% | n/c | 1 | SEC ↗ |
| 92 | American Century Companies Inc | 101.84K | — | $2.41M | 0.0% | n/c | 1 | SEC ↗ |
| 93 | Citadel Advisors ✦ | 98.56K | +685.9% | $2.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 94 | Citadel Advisors ✦ | 98.56K | +685.9% | $2.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 95 | Wellington Management ✦ | 97.03K | -79.1% | $2.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 96 | Wellington Management ✦ | 97.03K | -79.1% | $2.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 97 | Wellington Management ✦ | 97.03K | -79.1% | $2.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 98 | Wellington Management ✦ | 97.03K | -79.1% | $2.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 99 | Rhumbline Advisers | 94.36K | — | $2.23M | 0.0% | n/c | 1 | SEC ↗ |
| 100 | Legal & General Group Plc | 89.14K | — | $2.11M | 0.0% | n/c | 1 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Millennium Management | $379,783 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 183 tenedores, 32.78M acciones, $835.38M declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Frecuentemente cotituladas
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Aug 13
Ray Matthew T.
Officer · 3.69K acc. · $111,129
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología
Procedencia: Participación a partir de posiciones en acciones ordinarias de 13F procesadas (universo rastreado, conjuntos comparables para cambios); filas de iniciados de los Formularios 3/4/5; participaciones de los Schedules 13D/13G; cada filing enlaza con su original en SEC EDGAR.
Período de reporte: Q4 2025 ·
Metodología ·
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