Scheda del titolo · trimestre archiviato
HFWA
Heritage Financial Corporation · Financial Services · Banks - Regional
73Holder monitorati
0Δ titolari
27.20MQuote detenute
$704.65MValore dichiarato
+5Nuove posizioni
−5Uscite
Input di momentum (manager comparabili): ampiezza dei detentori 0.0% · flusso azionario +10.6% · nuove posizioni nette 0.0% — formula
Tutte le cifre di proprietà: solo gestori 13F monitorati, posizioni in azioni ordinarie, periodo di riferimento Q1 2026
Proprietà nel tempo
| Trimestre | Detentori | Δ | Quote | Valore dichiarato | Nuovo | Uscite |
|---|---|---|---|---|---|---|
| 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 | — | — |
Chi lo detiene · Q1 2026
| # | Gestore | Quote | Δ azioni | Valore | Il loro peso | Detenuto | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passivo) | 5.56M | +13.2% | $144.61M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | BlackRock ✦ (passivo) | 5.56M | +13.2% | $144.61M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | BlackRock ✦ (passivo) | 5.56M | +13.2% | $144.61M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | BlackRock ✦ (passivo) | 5.56M | +13.2% | $144.61M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | BlackRock ✦ (passivo) | 5.56M | +13.2% | $144.61M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | BlackRock ✦ (passivo) | 5.56M | +13.2% | $144.61M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | BlackRock ✦ (passivo) | 5.56M | +13.2% | $144.61M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | BlackRock ✦ (passivo) | 5.56M | +13.2% | $144.61M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | BlackRock ✦ (passivo) | 5.56M | +13.2% | $144.61M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | BlackRock ✦ (passivo) | 5.56M | +13.2% | $144.61M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | BlackRock ✦ (passivo) | 5.56M | +13.2% | $144.61M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Jennison Associates Llc | 3.21M | +3.4% | $83.55M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 13 | Jennison Associates Llc | 3.21M | +3.4% | $83.55M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 14 | Victory Capital Management Inc | 2.47M | +1.4% | $64.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Dimensional Fund Advisors Lp | 1.96M | -1.1% | $50.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Dimensional Fund Advisors Lp | 1.96M | -1.1% | $50.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Dimensional Fund Advisors Lp | 1.96M | -1.1% | $50.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Dimensional Fund Advisors Lp | 1.96M | -1.1% | $50.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Vanguard Capital Management Llc | 1.85M | — | $48.05M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | State Street Global Advisors ✦ (passivo) | 1.80M | +14.2% | $46.71M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 21 | Alliancebernstein L.P. | 1.14M | -12.4% | $27.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Geode Capital Management ✦ (passivo) | 934.80K | +10.9% | $24.31M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 23 | Geode Capital Management ✦ (passivo) | 934.80K | +10.9% | $24.31M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 24 | Boston Partners | 690.32K | Nuovo | $17.96M | 0.0% | New | 1 | SEC ↗ |
| 25 | Boston Partners | 690.32K | Nuovo | $17.96M | 0.0% | New | 1 | SEC ↗ |
| 26 | Wellington Management ✦ | 628.32K | +547.5% | $16.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Wellington Management ✦ | 628.32K | +547.5% | $16.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Two Sigma Investments ✦ | 490.41K | +82.0% | $12.75M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 479.83K | +20.1% | $12.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Morgan Stanley ✦ | 479.83K | +20.1% | $12.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Morgan Stanley ✦ | 479.83K | +20.1% | $12.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Morgan Stanley ✦ | 479.83K | +20.1% | $12.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Morgan Stanley ✦ | 479.83K | +20.1% | $12.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Morgan Stanley ✦ | 479.83K | +20.1% | $12.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Morgan Stanley ✦ | 479.83K | +20.1% | $12.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Morgan Stanley ✦ | 479.83K | +20.1% | $12.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Morgan Stanley ✦ | 479.83K | +20.1% | $12.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Morgan Stanley ✦ | 479.83K | +20.1% | $12.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Morgan Stanley ✦ | 479.83K | +20.1% | $12.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Morgan Stanley ✦ | 479.83K | +20.1% | $12.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Arrowstreet Capital ✦ | 433.51K | -14.0% | $11.27M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 42 | Northern Trust Corp | 413.12K | +9.7% | $10.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Northern Trust Corp | 413.12K | +9.7% | $10.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Northern Trust Corp | 413.12K | +9.7% | $10.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Northern Trust Corp | 413.12K | +9.7% | $10.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Northern Trust Corp | 413.12K | +9.7% | $10.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Northern Trust Corp | 413.12K | +9.7% | $10.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Bank of New York Mellon Corp | 379.39K | +3.5% | $9.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Bank of New York Mellon Corp | 379.39K | +3.5% | $9.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Bank of New York Mellon Corp | 379.39K | +3.5% | $9.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Bank of New York Mellon Corp | 379.39K | +3.5% | $9.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Bank of New York Mellon Corp | 379.39K | +3.5% | $9.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Bank of New York Mellon Corp | 379.39K | +3.5% | $9.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Charles Schwab Investment… | 377.04K | +15.5% | $9.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Goldman Sachs Group ✦ | 312.06K | +64.5% | $8.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Goldman Sachs Group ✦ | 312.06K | +64.5% | $8.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Manufacturers Life Insurance… | 309.35K | -1.5% | $8.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Hotchkis & Wiley Capital Management… | 270.04K | -4.5% | $7.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | Invesco Ltd. | 255.26K | -3.5% | $6.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Invesco Ltd. | 255.26K | -3.5% | $6.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | Invesco Ltd. | 255.26K | -3.5% | $6.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Invesco Ltd. | 255.26K | -3.5% | $6.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | Invesco Ltd. | 255.26K | -3.5% | $6.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | ProShare Advisors LLC | 249.95K | -0.8% | $6.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | Nuveen, LLC | 234.97K | +0.2% | $6.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Nuveen, LLC | 234.97K | +0.2% | $6.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | UBS Group AG | 226.47K | +112.6% | $5.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | UBS Group AG | 226.47K | +112.6% | $5.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | Bank Of America Corp /De/ | 210.44K | -4.5% | $5.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 70 | Bank Of America Corp /De/ | 210.44K | -4.5% | $5.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 71 | Bank Of America Corp /De/ | 210.44K | -4.5% | $5.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 72 | Principal Financial Group Inc | 199.59K | +0.2% | $5.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Principal Financial Group Inc | 199.59K | +0.2% | $5.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | Russell Investments Group, Ltd. | 198.48K | +7.8% | $5.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 75 | Russell Investments Group, Ltd. | 198.48K | +7.8% | $5.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 76 | Russell Investments Group, Ltd. | 198.48K | +7.8% | $5.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 77 | Russell Investments Group, Ltd. | 198.48K | +7.8% | $5.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 78 | Russell Investments Group, Ltd. | 198.48K | +7.8% | $5.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 79 | Renaissance Technologies ✦ | 188.34K | -32.2% | $4.90M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 80 | AQR Capital Management ✦ | 168.94K | -1.3% | $4.39M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 81 | AQR Capital Management ✦ | 168.94K | -1.3% | $4.39M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 82 | AQR Capital Management ✦ | 168.94K | -1.3% | $4.39M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 83 | AQR Capital Management ✦ | 168.94K | -1.3% | $4.39M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 84 | AQR Capital Management ✦ | 168.94K | -1.3% | $4.39M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 85 | AQR Capital Management ✦ | 168.94K | -1.3% | $4.39M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 86 | AQR Capital Management ✦ | 168.94K | -1.3% | $4.39M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 87 | AQR Capital Management ✦ | 168.94K | -1.3% | $4.39M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 88 | Rhumbline Advisers | 106.39K | +12.8% | $2.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 89 | Ameriprise Financial Inc | 106.35K | -4.6% | $2.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 90 | Ameriprise Financial Inc | 106.35K | -4.6% | $2.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 91 | American Century Companies Inc | 103.11K | +1.2% | $2.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 92 | Legal & General Group Plc | 81.92K | -8.1% | $2.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 93 | Legal & General Group Plc | 81.92K | -8.1% | $2.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 94 | Legal & General Group Plc | 81.92K | -8.1% | $2.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 95 | Sei Investments Co | 79.33K | +74.4% | $2.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 96 | Sei Investments Co | 79.33K | +74.4% | $2.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 97 | Royal Bank Of Canada | 76.13K | -0.4% | $1.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 98 | Royal Bank Of Canada | 76.13K | -0.4% | $1.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 99 | Swiss National Bank | 67.17K | +1.5% | $1.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 100 | Universal- Beteiligungs- und… | 64.94K | +8.5% | $1.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
"Il loro peso" = la quota della posizione sul valore azionario 13F dichiarato da quel gestore — la misura di convinzione. ✦ = gestore selezionato.
Nuovi acquirenti
| Boston Partners | $17.96M | 0.0% |
| Boston Partners | $17.96M | 0.0% |
Uscito
| Citadel Advisors | $2.33M | era 0.0% |
| Jane Street Group, Llc | $1.18M | era 0.0% |
| Tudor Investment Corp Et Al | $325,471 | era 0.0% |
| Optiver Holding B.V. | $3,973 | era 0.0% |
| Simplex Trading, Llc | $212 | era 0.0% |
Contesto di mercato completo: su TUTTI i filer 13F (dati strutturati SEC, Q1 2026): 183 detentori, 32.78M azioni, $835.38M dichiarato. Questo è un periodo diverso e più vecchio rispetto ai dati dell'universo monitorato riportati sopra e i due non vengono mai combinati.
Frequentemente co-detenuti
Cosa detengono più spesso gli altri holder monitorati di questo titolo — conteggi di proprietà condivisa, non relazioni fondamentali.
Acquisti sul mercato aperto (P)
Nessun acquisto insider sul mercato aperto nella nostra finestra di copertura.
Vendite sul mercato aperto (S)
Aug 13
Ray Matthew T.
Officer · 3.69K az. · $111,129
Assegnazioni, esercizi e ritenute fiscali non vengono mai conteggiati come acquisti o vendite in questa sede. Metodologia
Provenienza: Proprietà ricavata dalle posizioni in azioni ordinarie 13F analizzate (universo monitorato, set comparabili per le variazioni); righe insider dai Moduli 3/4/5; partecipazioni dagli Schedule 13D/13G; ogni filing rimanda all'originale su SEC EDGAR.
Periodo di rendicontazione: Q1 2026 ·
Metodologia ·
Ottieni questo tramite l'API