Registro do valor mobiliário · trimestre arquivado
HFWA
Heritage Financial Corporation · Financial Services · Banks - Regional
73Detentores rastreados
-1Δ titulares
25.16MAções mantidas
$594.98MValor reportado
+0Novas posições
−1Saídas
Dados de momentum (gestores comparáveis):
amplitude de detentores -1.4% ·
fluxo de ações +0.4% ·
novas posições líquidas -1.4%
— fórmula
Acumulação concentrada — aumento de ações entre um número menor de detentores
Todos os dados de participação: apenas gestores 13F rastreados, posições em ações ordinárias, período de referência Q4 2025
Participação ao longo do tempo
| Trimestre | Detentores | Δ | Ações | Valor reportado | Novo | Saídas |
|---|---|---|---|---|---|---|
| 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 | — | — |
Quem detém · Q4 2025
| # | Gestor | Ações | Δ ações | Valor | Seu peso | Detido | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passivo) | 4.91M | +3.9% | $116.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | BlackRock ✦ (passivo) | 4.91M | +3.9% | $116.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | BlackRock ✦ (passivo) | 4.91M | +3.9% | $116.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | BlackRock ✦ (passivo) | 4.91M | +3.9% | $116.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | BlackRock ✦ (passivo) | 4.91M | +3.9% | $116.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | BlackRock ✦ (passivo) | 4.91M | +3.9% | $116.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | BlackRock ✦ (passivo) | 4.91M | +3.9% | $116.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | BlackRock ✦ (passivo) | 4.91M | +3.9% | $116.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | BlackRock ✦ (passivo) | 4.91M | +3.9% | $116.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | BlackRock ✦ (passivo) | 4.91M | +3.9% | $116.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | BlackRock ✦ (passivo) | 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 ✦ (passivo) | 2.41M | +1.9% | $57.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | The Vanguard Group ✦ (passivo) | 2.41M | +1.9% | $57.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | The Vanguard Group ✦ (passivo) | 2.41M | +1.9% | $57.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | The Vanguard Group ✦ (passivo) | 2.41M | +1.9% | $57.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | The Vanguard Group ✦ (passivo) | 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 ✦ (passivo) | 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 ✦ (passivo) | 842.60K | +0.5% | $19.93M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 27 | Geode Capital Management ✦ (passivo) | 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 ↗ |
"Peso do gestor" = a participação da posição no valor total de ações 13F reportado pelo gestor — a medida de convicção. ✦ = gestor curado.
Novos compradores
| Nenhum novo comprador rastreado neste trimestre. |
Encerrado
| Millennium Management | $379,783 | era 0.0% |
Contexto de mercado completo: entre TODOS os filers 13F (dados estruturados da SEC, Q1 2026): 183 detentores, 32.78M ações, $835.38M reportado. Este é um período diferente e mais antigo do que os dados do universo rastreado acima, e os dois nunca são combinados.
Frequentemente detidos em conjunto
O que os detentores rastreados deste título mais frequentemente também detêm — contagens de participação compartilhada, não relações fundamentais.
Compras no mercado aberto (P)
Nenhuma compra direta no mercado por insiders em nossa janela de cobertura.
Vendas no mercado aberto (S)
Aug 13
Ray Matthew T.
Officer · 3.69K ações · $111,129
Prêmios, exercícios e retenção fiscal nunca são contabilizados como compras ou vendas aqui. Metodologia
Proveniência: Participação a partir de posições em ações ordinárias de 13F analisadas (universo rastreado, conjuntos comparáveis para variações); linhas de insiders dos Formulários 3/4/5; participações dos Schedules 13D/13G; cada filing está vinculado ao original no SEC EDGAR.
Período de referência: Q4 2025 ·
Metodologia ·
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