Catatan efek
HFWA
Heritage Financial Corporation · Financial Services · Banks - Regional
74Pemegang yang dilacak
+4Δ pemegang
27.76MSaham yang dipegang
$818.00MNilai yang dilaporkan
+7Posisi baru
−3Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +5.7% ·
aliran saham +2.2% ·
posisi baru bersih +5.4%
— formula
Akumulasi luas — peningkatan saham di lebih banyak pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q2 2026
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| 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 | — | — |
Siapa yang memegangnya · Q2 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasif) | 5.81M | +4.5% | $172.13M | 0.0% | ▲ Add | 5 | SEC ↗ ×10 |
| 2 | Jennison Associates Llc | 3.54M | +10.1% | $104.80M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | Victory Capital Management Inc | 2.36M | -4.4% | $69.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Dimensional Fund Advisors Lp | 2.04M | +4.5% | $60.55M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 5 | State Street Global Advisors ✦ (pasif) | 1.98M | +10.3% | $58.71M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 6 | Vanguard Capital Management Llc | 1.83M | -0.7% | $54.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Geode Capital Management ✦ (pasif) | 1.10M | +18.1% | $32.70M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 8 | Alliancebernstein L.P. | 1.14M | -0.7% | $29.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Boston Partners | 677.11K | -1.9% | $20.05M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 10 | Wellington Management ✦ | 528.11K | -15.9% | $15.64M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 455.99K | -5.0% | $13.51M | 0.0% | ▼ Trim | 4 | SEC ↗ ×11 |
| 12 | Northern Trust Corp | 440.62K | +6.7% | $13.05M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 13 | Charles Schwab Investment… | 399.44K | +5.9% | $11.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Bank of New York Mellon Corp | 398.96K | +5.2% | $11.82M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 15 | Two Sigma Investments ✦ | 389.21K | -20.6% | $11.53M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 16 | Manufacturers Life Insurance… | 308.64K | -0.2% | $9.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Arrowstreet Capital ✦ | 298.12K | -31.2% | $8.83M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 18 | Hotchkis & Wiley Capital Management… | 264.74K | -2.0% | $7.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Invesco Ltd. | 260.87K | +2.2% | $7.73M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 20 | Nuveen, LLC | 244.36K | +4.0% | $7.24M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 21 | JPMorgan Chase ✦ | 245.75K | +1197.8% | $7.23M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 22 | Goldman Sachs Group ✦ | 243.03K | -22.1% | $7.20M | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 23 | ProShare Advisors LLC | 237.23K | -5.1% | $7.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Principal Financial Group Inc | 199.22K | -0.2% | $5.90M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 25 | Bank Of America Corp /De/ | 187.59K | -10.9% | $5.56M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 26 | UBS Group AG | 171.50K | -24.3% | $5.08M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 27 | Russell Investments Group, Ltd. | 147.07K | -25.9% | $4.36M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 28 | AQR Capital Management ✦ | 132.96K | -21.3% | $3.94M | 0.0% | ▼ Trim | 9 | SEC ↗ ×8 |
| 29 | Renaissance Technologies ✦ | 132.44K | -29.7% | $3.92M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 30 | Ameriprise Financial Inc | 104.06K | -2.1% | $3.08M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 31 | Quantinno Capital Management LP | 103.68K | +88.0% | $3.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | American Century Companies Inc | 101.60K | -1.5% | $3.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Rhumbline Advisers | 101.13K | -4.9% | $3.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Legal & General Group Plc | 89.97K | +9.8% | $2.66M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 35 | Connor, Clark & Lunn Investment… | 85.78K | +32.3% | $2.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Swiss National Bank | 82.57K | +22.9% | $2.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Royal Bank Of Canada | 81.86K | +7.5% | $2.42M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 38 | T. Rowe Price ✦ | 68.77K | +37.4% | $2.04M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 39 | Voya Investment Management Llc | 56.41K | +19.6% | $1.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Sei Investments Co | 51.60K | -35.0% | $1.53M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 41 | Universal- Beteiligungs- und… | 47.55K | -26.8% | $1.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | UBS AM, a distinct business unit of… | 47.17K | -5.9% | $1.40M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 43 | First Trust Advisors Lp | 45.87K | +37.9% | $1.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Deutsche Bank Ag\ | 44.65K | +34.0% | $1.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Federated Hermes, Inc. | 42.30K | +1.9% | $1.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Prudential Financial Inc | 40.36K | -0.2% | $1.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Wells Fargo & Company/Mn | 40.19K | +117.9% | $1.19M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 48 | Citigroup Inc | 38.82K | +30.1% | $1.15M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 49 | Baird Financial Group, Inc. | 38.24K | 0.0% | $1.13M | 0.0% | Held | 3 | SEC ↗ |
| 50 | Creative Planning | 27.58K | +20.8% | $816,890 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 51 | Millennium Management ✦ | 24.02K | Baru | $711,561 | 0.0% | New | 1 | SEC ↗ |
| 52 | D. E. Shaw & Co. ✦ | 23.37K | Baru | $692,338 | 0.0% | New | 1 | SEC ↗ |
| 53 | Barclays Plc | 22.02K | +0.7% | $652,173 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 54 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 19.15K | +19.9% | $567,193 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Zurcher Kantonalbank (Zurich… | 18.93K | 0.0% | $560,618 | 0.0% | Held | 3 | SEC ↗ |
| 56 | New York State Common Retirement… | 14.59K | +52.1% | $432,245 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Fidelity (FMR) ✦ | 14.48K | -52.1% | $428,800 | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 58 | Tidal Investments LLC | 14.13K | Baru | $418,590 | 0.0% | New | 1 | SEC ↗ |
| 59 | Bnp Paribas Financial Markets | 13.90K | +54.0% | $411,600 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | Fifth Third Bancorp | 13.53K | +0.4% | $400,789 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | Mercer Global Advisors Inc /Adv | 13.19K | +35.7% | $390,777 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | LPL Financial LLC | 10.54K | 0.0% | $312,284 | 0.0% | Held | 2 | SEC ↗ |
| 63 | State Board Of Administration Of… | 9.91K | 0.0% | $293,505 | 0.0% | Held | 3 | SEC ↗ |
| 64 | Us Bancorp \De\ | 8.47K | +3.6% | $250,911 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | Neuberger Berman Group LLC | 7.41K | Baru | $219,544 | 0.0% | New | 1 | SEC ↗ ×2 |
| 66 | Squarepoint Ops LLC | 7.21K | Baru | $213,560 | 0.0% | New | 1 | SEC ↗ |
| 67 | Jones Financial Companies Lllp | 3.46K | +286.5% | $102,103 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 68 | Pnc Financial Services Group, Inc. | 1.23K | +0.3% | $36,432 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 69 | Osaic Holdings, Inc. | 737 | +25.1% | $21,830 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 70 | Rockefeller Capital Management L.P. | 606 | -2.3% | $17,949 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 71 | BNP Paribas Asset Management… | 453 | -25.9% | $13,418 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 72 | Simplex Trading, Llc | 438 | Baru | $12,973 | 0.0% | New | 1 | SEC ↗ |
| 73 | Optiver Holding B.V. | 362 | Baru | $10,722 | 0.0% | New | 1 | SEC ↗ |
| 74 | Assetmark, Inc | 14 | 0.0% | $415 | 0.0% | Held | 3 | SEC ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Millennium Management | $711,561 | 0.0% |
| D. E. Shaw & Co. | $692,338 | 0.0% |
| Tidal Investments LLC | $418,590 | 0.0% |
| Neuberger Berman Group LLC | $219,544 | 0.0% |
| Squarepoint Ops LLC | $213,560 | 0.0% |
| Simplex Trading, Llc | $12,973 | 0.0% |
| Optiver Holding B.V. | $10,722 | 0.0% |
Telah keluar
| Raymond James Financial Inc | $1.27M | adalah 0.0% |
| Lazard Asset Management Llc | $1.05M | adalah 0.0% |
| Susquehanna International… | $715,702 | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 183 pemegang, 32.78M saham, $835.38M dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Sering dimiliki bersama
Apa lagi yang paling sering dimiliki oleh pemegang efek ini yang dilacak — berdasarkan jumlah kepemilikan bersama, bukan hubungan fundamental.
Pembelian di pasar terbuka (P)
Tidak ada pembelian insider di pasar terbuka dalam jendela cakupan kami.
Penjualan di pasar terbuka (S)
Sep 15
Rivera Frederick B
Director · 1.30K lbr · $37,134
Sep 03
CHARNESKI BRIAN
Director · 13.68K lbr · $399,091
Aug 13
Ray Matthew T.
Officer · 3.69K lbr · $111,129
Penghargaan, eksekusi, dan pemotongan pajak tidak pernah dihitung sebagai pembelian atau penjualan di sini. Metodologi
Oct 08
SC 13G — DIMENSIONAL FUND ADVISORS LP
Asal-usul data: Kepemilikan dari posisi saham biasa 13F yang telah diurai (semesta yang dipantau, set pembanding untuk perubahan); baris orang dalam dari Formulir 3/4/5; kepemilikan saham signifikan dari Jadwal 13D/13G; setiap pengajuan tertaut ke dokumen aslinya di SEC EDGAR.
Periode pelaporan: Q2 2026 ·
Metodologi ·
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