We are live on ! Find out more
HFWA icon

Heritage Financial

Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$155M +$2.83M +86,549 +2%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$107M +$221K +6,759 +0.2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$60M +$4.01M +122,762 +6%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$51.4M +$760K +23,241 +1%
State Street
5
State Street
Massachusetts
$37.9M -$8.2M -250,799 -16%
Goldman Sachs
6
Goldman Sachs
New York
$33.1M +$45.5K +1,392 +0.1%
CCMLC
7
Cardinal Capital Management LLC (Connecticut)
Connecticut
$29.4M -$736K -22,518 -2%
AllianceBernstein
8
AllianceBernstein
Tennessee
$27.9M -$6.78M -207,386 -18%
Ameriprise
9
Ameriprise
Minnesota
$27.4M +$443K +13,562 +1%
Manulife (Manufacturers Life Insurance)
10
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$22M -$1.53M -46,889 -6%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$19M -$6.53M -199,740 -24%
WRF
12
Waddell & Reed Financial
Kansas
$18.3M -$1.96K -60 -0%
Northern Trust
13
Northern Trust
Illinois
$18.1M +$72.6K +2,219 +0.4%
Schroder Investment Management Group
14
Schroder Investment Management Group
United Kingdom
$15.4M
EAM
15
Eagle Asset Management
Florida
$14.3M +$490 +15 +0%
SCA
16
Stieven Capital Advisors
Missouri
$12.7M -$1.3M -39,701 -8%
TAM
17
THB Asset Management
Connecticut
$12.2M -$896K -27,406 -6%
O
18
OppenheimerFunds
New York
$12M +$2.64M +80,702 +25%
HA
19
Heartland Advisors
Wisconsin
$11.9M
Jennison Associates
20
Jennison Associates
New York
$11.5M +$4.83M +147,795 +61%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$11.4M +$1.35M +41,164 +12%
Invesco
22
Invesco
Georgia
$11M +$342K +10,449 +3%
AR
23
Advisory Research
Illinois
$10.1M -$286K -8,731 -3%
FHC
24
Forest Hill Capital
Arkansas
$9.8M -$2.7M -82,571 -20%
Principal Financial Group
25
Principal Financial Group
Iowa
$9.48M +$1.06M +32,281 +11%