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HFWA
Heritage Financial Corporation · Financial Services · Banks - Regional
73الحاملون المتتبعون
0Δ المساهمون
27.20Mالأسهم المحتفظ بها
$704.65Mالقيمة المُبلَّغ عنها
+5المراكز الجديدة
−5الخروجات
مدخلات الزخم (المديرون المماثلون): اتساع نطاق المالكين 0.0% · تدفق الأسهم +10.6% · المراكز الجديدة الصافية 0.0% · الصيغة
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q1 2026
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 · Q1 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (سلبي) | 5.56M | +13.2% | $144.61M | 0.0% | ▲ Add | 4 | SEC ↗ ×11 |
| 2 | Jennison Associates Llc | 3.21M | +3.4% | $83.55M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Victory Capital Management Inc | 2.47M | +1.4% | $64.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Dimensional Fund Advisors Lp | 1.96M | -1.1% | $50.87M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 5 | Vanguard Capital Management Llc | 1.85M | n/a | $48.05M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | State Street Global Advisors ✦ (سلبي) | 1.80M | +14.2% | $46.71M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 7 | Alliancebernstein L.P. | 1.14M | -12.4% | $27.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Geode Capital Management ✦ (سلبي) | 934.80K | +10.9% | $24.31M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 9 | Boston Partners | 690.32K | جديد | $17.96M | 0.0% | New | 1 | SEC ↗ ×2 |
| 10 | Wellington Management ✦ | 628.32K | +547.5% | $16.34M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 11 | Two Sigma Investments ✦ | 490.41K | +82.0% | $12.75M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 479.83K | +20.1% | $12.48M | 0.0% | ▲ Add | 3 | SEC ↗ ×12 |
| 13 | Arrowstreet Capital ✦ | 433.51K | -14.0% | $11.27M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 14 | Northern Trust Corp | 413.12K | +9.7% | $10.74M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 15 | Bank of New York Mellon Corp | 379.39K | +3.5% | $9.86M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 16 | Charles Schwab Investment… | 377.04K | +15.5% | $9.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Goldman Sachs Group ✦ | 312.06K | +64.5% | $8.11M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 18 | Manufacturers Life Insurance… | 309.35K | -1.5% | $8.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Hotchkis & Wiley Capital Management… | 270.04K | -4.5% | $7.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Invesco Ltd. | 255.26K | -3.5% | $6.64M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 21 | ProShare Advisors LLC | 249.95K | -0.8% | $6.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Nuveen, LLC | 234.97K | +0.2% | $6.11M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 23 | UBS Group AG | 226.47K | +112.6% | $5.89M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 24 | Bank Of America Corp /De/ | 210.44K | -4.5% | $5.47M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 25 | Principal Financial Group Inc | 199.59K | +0.2% | $5.19M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 26 | Russell Investments Group, Ltd. | 198.48K | +7.8% | $5.16M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 27 | Renaissance Technologies ✦ | 188.34K | -32.2% | $4.90M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 28 | AQR Capital Management ✦ | 168.94K | -1.3% | $4.39M | 0.0% | ▼ Trim | 8 | SEC ↗ ×8 |
| 29 | Rhumbline Advisers | 106.39K | +12.8% | $2.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Ameriprise Financial Inc | 106.35K | -4.6% | $2.77M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 31 | American Century Companies Inc | 103.11K | +1.2% | $2.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Legal & General Group Plc | 81.92K | -8.1% | $2.13M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 33 | Sei Investments Co | 79.33K | +74.4% | $2.06M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 34 | Royal Bank Of Canada | 76.13K | -0.4% | $1.98M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 35 | Swiss National Bank | 67.17K | +1.5% | $1.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Universal- Beteiligungs- und… | 64.94K | +8.5% | $1.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Connor, Clark & Lunn Investment… | 64.83K | +191.4% | $1.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Quantinno Capital Management LP | 55.15K | +29.9% | $1.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | UBS AM, a distinct business unit of… | 50.13K | +4.2% | $1.30M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 40 | T. Rowe Price ✦ | 50.06K | +15.8% | $1.30M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 41 | Raymond James Financial Inc | 48.83K | -1.2% | $1.27M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 42 | Voya Investment Management Llc | 47.17K | -0.3% | $1.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Federated Hermes, Inc. | 41.50K | +9.6% | $1.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Prudential Financial Inc | 40.42K | +26.9% | $1.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Lazard Asset Management Llc | 40.33K | +21.7% | $1.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Baird Financial Group, Inc. | 38.24K | 0.0% | $994,370 | 0.0% | Held | 2 | SEC ↗ |
| 47 | Deutsche Bank Ag\ | 33.33K | +16.7% | $866,450 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | First Trust Advisors Lp | 33.26K | +17.1% | $864,864 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | California State Teachers… | 31.56K | -0.8% | $820,508 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Fidelity (FMR) ✦ | 30.25K | +405.4% | $786,383 | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 51 | Citigroup Inc | 29.83K | +14.2% | $775,528 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 52 | Susquehanna International Group, Llp | 27.53K | جديد | $715,702 | 0.0% | New | 1 | SEC ↗ |
| 53 | Creative Planning | 22.84K | جديد | $593,788 | 0.0% | New | 1 | SEC ↗ |
| 54 | Barclays Plc | 21.86K | -66.1% | $568,256 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 55 | Zurcher Kantonalbank (Zurich… | 18.93K | +72.2% | $492,102 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | JPMorgan Chase ✦ | 18.94K | -39.9% | $483,625 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 57 | Wells Fargo & Company/Mn | 18.45K | -57.2% | $479,560 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 58 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 15.97K | +0.7% | $415,350 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Janus Henderson Group Plc | 15.34K | 0.0% | $398,993 | 0.0% | Held | 2 | SEC ↗ |
| 60 | Fifth Third Bancorp | 13.47K | +3337.5% | $350,350 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | LPL Financial LLC | 10.54K | جديد | $274,118 | 0.0% | New | 1 | SEC ↗ |
| 62 | State Board Of Administration Of… | 9.91K | 0.0% | $257,634 | 0.0% | Held | 2 | SEC ↗ |
| 63 | Mercer Global Advisors Inc /Adv | 9.72K | جديد | $252,798 | 0.0% | New | 1 | SEC ↗ |
| 64 | New York State Common Retirement… | 9.59K | 0.0% | $249,418 | 0.0% | Held | 2 | SEC ↗ |
| 65 | Cwm, Llc | 9.43K | +14.3% | $245,053 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Bnp Paribas Financial Markets | 9.03K | +6.3% | $234,676 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | Us Bancorp \De\ | 8.18K | +1.1% | $212,550 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Pnc Financial Services Group, Inc. | 1.23K | +2.4% | $31,876 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 69 | Jones Financial Companies Lllp | 895 | +760.6% | $22,523 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | Rockefeller Capital Management L.P. | 620 | +2.1% | $16,120 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 71 | BNP Paribas Asset Management… | 611 | +43.1% | $15,886 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Osaic Holdings, Inc. | 589 | +4.6% | $15,314 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Assetmark, Inc | 14 | 0.0% | $364 | 0.0% | Held | 2 | SEC ↗ |
"وزنهم" = حصة المركز من قيمة محفظة المدير في 13F: مقياس القناعة. ✦ = مدير منتقى.
المشترون الجدد
| Boston Partners | $17.96M | 0.0% |
| Susquehanna International… | $715,702 | 0.0% |
| Creative Planning | $593,788 | 0.0% |
| LPL Financial LLC | $274,118 | 0.0% |
| Mercer Global Advisors Inc… | $252,798 | 0.0% |
تم الخروج
| Citadel Advisors | $2.33M | كان 0.0% |
| Jane Street Group, Llc | $1.18M | كان 0.0% |
| Tudor Investment Corp Et Al | $325,471 | كان 0.0% |
| Optiver Holding B.V. | $3,973 | كان 0.0% |
| Simplex Trading, Llc | $212 | 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: Q1 2026 ·
المنهجية ·
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