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
$133M +$417K +14,988 +0.3%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$87.6M -$593K -21,275 -0.6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$52.5M -$6.08M -218,441 -9%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$41.6M +$589K +21,163 +1%
AllianceBernstein
5
AllianceBernstein
Tennessee
$37.9M -$2.54M -91,104 -6%
State Street
6
State Street
Massachusetts
$36.6M +$596K +21,392 +1%
Goldman Sachs
7
Goldman Sachs
New York
$32.1M +$114K +4,080 +0.3%
Invesco
8
Invesco
Georgia
$24.2M -$796K -28,582 -3%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$19.3M -$537K -19,288 -2%
Victory Capital Management
10
Victory Capital Management
Texas
$16.9M +$1.01M +36,120 +6%
Schroder Investment Management Group
11
Schroder Investment Management Group
United Kingdom
$15.9M +$459K +16,483 +3%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$15.4M +$243K +8,728 +1%
Ameriprise
13
Ameriprise
Minnesota
$14.5M -$346K -12,407 -2%
Manulife (Manufacturers Life Insurance)
14
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$13.9M +$324K +11,639 +2%
Charles Schwab
15
Charles Schwab
California
$13.9M +$1.34M +47,998 +9%
Northern Trust
16
Northern Trust
Illinois
$12.5M -$204K -7,324 -1%
HA
17
Heartland Advisors
Wisconsin
$8.64M +$1.26M +45,200 +15%
FHC
18
Forest Hill Capital
Arkansas
$8.18M
Wells Fargo
19
Wells Fargo
California
$7.33M -$249K -8,954 -3%
Principal Financial Group
20
Principal Financial Group
Iowa
$6.23M +$60.1K +2,157 +0.9%
Morgan Stanley
21
Morgan Stanley
New York
$5.95M +$2.6M +93,519 +65%
BCM
22
Basswood Capital Management
New York
$5.77M
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$5.43M +$2.24M +80,493 +59%
KJWM
24
Kiley Juergens Wealth Management
Washington
$5.1M +$348K +12,495 +7%
EAM
25
Eagle Asset Management
Florida
$4.31M -$153K -5,496 -3%