HFWA — HERITAGE FINL CORP WASH
Reported value held$424.49M
Funds holding (latest)40
SectorFinancials
Funds holding (Q2 2026)31
Institutional value$362.24M · 12.30M sh
New / Add / Cut / Exit4 / 11 / 12 / 2
Top-5 / Top-10 concentration68.2% / 82.9%
Institutional holdings change
Accumulating +1.3%
(+160.72K sh)
Institutional value change
Up +15.2%
As of Q2 2026, 31 SEC-registered investment managers reported holding HFWA (HERITAGE FINL CORP WASH) in their latest 13F filings, with a combined reported value of $362.24M across 12.30M shares. That is +1.3% by share count (+160.72K shares) versus the previous quarter, while reported value moved +15.2%. Ownership is concentrated: the five largest holders account for 68.2% of reported value and the top ten for 82.9%.
Compared with the prior quarter, 4 opened new positions, 11 added to existing stakes, 12 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
HFWA is classified in the Financials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 31 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 5.81M | $172.13M | 0.00% | Add |
| Geode Capital Management history | 1.10M | $32.70M | 0.00% | Add |
| Wellington Management Group history | 528.11K | $15.64M | 0.00% | Reduce |
| Morgan Stanley history | 455.99K | $13.51M | 0.00% | Reduce |
| Northern Trust Corp history | 440.62K | $13.05M | 0.00% | Add |
| Charles Schwab Investment Management history | 399.44K | $11.83M | 0.00% | Add |
| BNY Mellon history | 398.96K | $11.82M | 0.00% | Add |
| Two Sigma Investments history | 389.21K | $11.53M | 0.01% | Reduce |
| Manulife Financial history | 308.64K | $9.14M | 0.01% | Hold |
| Arrowstreet Capital history | 298.12K | $8.83M | 0.00% | Reduce |
| Invesco Ltd history | 260.87K | $7.73M | 0.00% | Add |
| JPMorgan Chase & Co history | 245.75K | $7.23M | 0.00% | New |
| Goldman Sachs Group history | 243.03K | $7.20M | 0.00% | Reduce |
| Principal Global Investors history | 199.22K | $5.90M | 0.00% | Hold |
| Bank of America Corp history | 187.59K | $5.56M | 0.00% | Reduce |
| UBS Group AG history | 171.50K | $5.08M | 0.00% | Reduce |
| PSP Investments history | 141.57K | $4.19M | 0.01% | Reduce |
| AQR Capital Management history | 132.96K | $3.94M | 0.00% | Reduce |
| Renaissance Technologies history | 132.44K | $3.92M | 0.01% | Reduce |
| Legal & General Investment Management America history | 89.97K | $2.66M | 0.00% | Add |
| Royce & Associates history | 55.36K | $1.64M | 0.01% | Reduce |
| Deutsche Bank AG history | 44.65K | $1.32M | 0.00% | Add |
| Prudential Financial history | 40.36K | $1.20M | 0.00% | Hold |
| Wells Fargo & Co history | 40.19K | $1.19M | 0.00% | Add |
| Citigroup Inc history | 38.82K | $1.15M | 0.00% | Add |
| Millennium Management history | 24.02K | $711.56K | 0.00% | New |
| D. E. Shaw & Co history | 23.37K | $692.34K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 14.48K | $428.80K | 0.00% | Reduce |
| Citadel Advisors history | 9.70K | $287.31K | 0.00% | New |
| PNC Financial Services history | 1.23K | $36.43K | 0.00% | Hold |
| T. Rowe Price Associates history | 68.77K | $2.04K | 0.00% | Add |
Q1 2026 — 29 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 5.56M | $144.61M | 0.00% | Add |
| Geode Capital Management history | 934.80K | $24.31M | 0.00% | Add |
| Wellington Management Group history | 628.32K | $16.34M | 0.00% | Add |
| Two Sigma Investments history | 490.41K | $12.75M | 0.01% | Add |
| Morgan Stanley history | 479.83K | $12.48M | 0.00% | Add |
| Arrowstreet Capital history | 433.51K | $11.27M | 0.01% | Reduce |
| Northern Trust Corp history | 413.12K | $10.74M | 0.00% | Add |
| BNY Mellon history | 379.39K | $9.86M | 0.00% | Add |
| Charles Schwab Investment Management history | 377.04K | $9.80M | 0.00% | Add |
| Goldman Sachs Group history | 312.06K | $8.11M | 0.00% | Add |
| Manulife Financial history | 309.35K | $8.04M | 0.01% | Reduce |
| Invesco Ltd history | 255.26K | $6.64M | 0.00% | Reduce |
| UBS Group AG history | 226.47K | $5.89M | 0.00% | Add |
| Bank of America Corp history | 210.44K | $5.47M | 0.00% | Reduce |
| Principal Global Investors history | 199.59K | $5.19M | 0.00% | Hold |
| Renaissance Technologies history | 188.34K | $4.90M | 0.01% | Reduce |
| AQR Capital Management history | 168.94K | $4.39M | 0.00% | Reduce |
| PSP Investments history | 147.09K | $3.82M | 0.01% | Add |
| Royce & Associates history | 82.20K | $2.14M | 0.02% | Reduce |
| Legal & General Investment Management America history | 81.92K | $2.13M | 0.00% | Reduce |
| Prudential Financial history | 40.42K | $1.05M | 0.00% | Add |
| Lazard Asset Management history | 40.33K | $1.05M | 0.00% | Add |
| Deutsche Bank AG history | 33.33K | $866.45K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 30.25K | $786.38K | 0.00% | Add |
| Citigroup Inc history | 29.83K | $775.53K | 0.00% | Add |
| Wells Fargo & Co history | 18.45K | $479.56K | 0.00% | Reduce |
| Janus Henderson Group history | 15.34K | $398.99K | 0.00% | Hold |
| PNC Financial Services history | 1.23K | $31.88K | 0.00% | Add |
| T. Rowe Price Associates history | 50.06K | $1.30K | 0.00% | Add |
Q4 2025 — 32 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 4.91M | $116.19M | 0.00% | Add |
| Vanguard Group history | 2.41M | $57.05M | 0.00% | Add |
| Geode Capital Management history | 842.60K | $19.93M | 0.00% | Hold |
| Arrowstreet Capital history | 504.22K | $11.92M | 0.01% | Hold |
| Morgan Stanley history | 399.62K | $9.45M | 0.00% | Add |
| Northern Trust Corp history | 376.62K | $8.91M | 0.00% | Reduce |
| BNY Mellon history | 366.53K | $8.67M | 0.00% | Add |
| Charles Schwab Investment Management history | 326.54K | $7.72M | 0.00% | Hold |
| Manulife Financial history | 314.19K | $7.43M | 0.01% | Reduce |
| Renaissance Technologies history | 277.95K | $6.57M | 0.01% | Reduce |
| Two Sigma Investments history | 269.49K | $6.37M | 0.01% | Add |
| Invesco Ltd history | 264.52K | $6.26M | 0.00% | Add |
| Bank of America Corp history | 220.29K | $5.21M | 0.00% | Add |
| Principal Global Investors history | 199.18K | $4.71M | 0.00% | Add |
| Goldman Sachs Group history | 189.64K | $4.49M | 0.00% | Add |
| AQR Capital Management history | 171.16K | $4.05M | 0.00% | Add |
| Royce & Associates history | 126.64K | $3.00M | 0.03% | Reduce |
| PSP Investments history | 117.72K | $2.78M | 0.01% | Reduce |
| UBS Group AG history | 106.52K | $2.52M | 0.00% | Add |
| Citadel Advisors history | 98.56K | $2.33M | 0.00% | Add |
| Wellington Management Group history | 97.03K | $2.29M | 0.00% | Reduce |
| Legal & General Investment Management America history | 89.14K | $2.11M | 0.00% | Reduce |
| Wells Fargo & Co history | 43.11K | $1.02M | 0.00% | Add |
| Lazard Asset Management history | 33.13K | $783.50K | 0.00% | Hold |
| Prudential Financial history | 31.86K | $753.54K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 31.51K | $745.24K | 0.00% | Reduce |
| Deutsche Bank AG history | 28.55K | $675.11K | 0.00% | Add |
| Citigroup Inc history | 26.11K | $617.62K | 0.00% | Reduce |
| Janus Henderson Group history | 15.34K | $362.87K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 5.98K | $141.51K | 0.00% | Reduce |
| PNC Financial Services history | 1.20K | $28.31K | 0.00% | Reduce |
| T. Rowe Price Associates history | 43.25K | $1.02K | 0.00% | Add |
Q3 2025 — 34 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 4.73M | $114.35M | 0.00% | Reduce |
| Vanguard Group history | 2.37M | $57.26M | 0.00% | Reduce |
| Geode Capital Management history | 838.43K | $20.28M | 0.00% | Add |
| Arrowstreet Capital history | 502.87K | $12.16M | 0.01% | Hold |
| Wellington Management Group history | 463.40K | $11.21M | 0.00% | New |
| Northern Trust Corp history | 398.66K | $9.64M | 0.00% | Reduce |
| Morgan Stanley history | 348.53K | $8.43M | 0.00% | Reduce |
| BNY Mellon history | 341.46K | $8.26M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 327.81K | $7.93M | 0.00% | Add |
| Manulife Financial history | 317.99K | $7.69M | 0.01% | Reduce |
| Renaissance Technologies history | 285.83K | $6.91M | 0.01% | Reduce |
| Invesco Ltd history | 257.23K | $6.22M | 0.00% | Reduce |
| Two Sigma Investments history | 256.57K | $6.21M | 0.01% | Add |
| Bank of America Corp history | 215.73K | $5.22M | 0.00% | Add |
| Principal Global Investors history | 188.72K | $4.57M | 0.00% | Reduce |
| Royce & Associates history | 169.01K | $4.09M | 0.04% | Add |
| Goldman Sachs Group history | 136.73K | $3.31M | 0.00% | Reduce |
| PSP Investments history | 132.46K | $3.20M | 0.01% | Add |
| AQR Capital Management history | 128.97K | $3.12M | 0.00% | Add |
| UBS Group AG history | 98.43K | $2.38M | 0.00% | Reduce |
| Legal & General Investment Management America history | 91.91K | $2.22M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 37.00K | $894.93K | 0.00% | Add |
| Citigroup Inc history | 36.99K | $894.84K | 0.00% | Reduce |
| Prudential Financial history | 34.17K | $826.69K | 0.00% | Reduce |
| Lazard Asset Management history | 33.13K | $801.39K | 0.00% | Hold |
| Wells Fargo & Co history | 28.61K | $692.11K | 0.00% | Add |
| Deutsche Bank AG history | 26.51K | $641.28K | 0.00% | Add |
| Franklin Resources history | 21.16K | $511.98K | 0.00% | Hold |
| Millennium Management history | 15.70K | $379.78K | 0.00% | Add |
| Janus Henderson Group history | 15.34K | $371.23K | 0.00% | Hold |
| Citadel Advisors history | 12.54K | $303.34K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 6.53K | $158.02K | 0.00% | Add |
| PNC Financial Services history | 1.24K | $30.04K | 0.00% | Hold |
| T. Rowe Price Associates history | 39.61K | $959 | 0.00% | Add |
Q2 2025 — 42 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 4.89M | $116.68M | 0.00% | Reduce |
| BlackRock Inc history | 4.89M | $116.68M | 0.00% | Reduce |
| Vanguard Group history | 2.42M | $57.69M | 0.00% | Hold |
| Geode Capital Management history | 828.03K | $19.74M | 0.00% | Hold |
| Arrowstreet Capital history | 504.51K | $12.03M | 0.01% | Add |
| Northern Trust Corp history | 408.08K | $9.73M | 0.00% | Reduce |
| Morgan Stanley history | 381.13K | $9.09M | 0.00% | Reduce |
| Morgan Stanley history | 381.13K | $9.09M | 0.00% | Reduce |
| BNY Mellon history | 349.78K | $8.34M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 323.22K | $7.71M | 0.00% | Hold |
| Renaissance Technologies history | 321.53K | $7.67M | 0.01% | Reduce |
| Renaissance Technologies history | 321.53K | $7.67M | 0.01% | Reduce |
| Manulife Financial history | 320.60K | $7.64M | 0.01% | Reduce |
| Invesco Ltd history | 275.22K | $6.56M | 0.00% | Reduce |
| Principal Global Investors history | 206.99K | $4.93M | 0.00% | Add |
| Two Sigma Investments history | 182.98K | $4.36M | 0.01% | Add |
| Two Sigma Investments history | 182.98K | $4.36M | 0.01% | Add |
| Bank of America Corp history | 180.58K | $4.31M | 0.00% | Add |
| Royce & Associates history | 166.12K | $3.96M | 0.04% | Hold |
| Goldman Sachs Group history | 143.60K | $3.42M | 0.00% | Reduce |
| Goldman Sachs Group history | 143.60K | $3.42M | 0.00% | Reduce |
| PSP Investments history | 116.28K | $2.77M | 0.01% | Add |
| AQR Capital Management history | 114.66K | $2.73M | 0.00% | Reduce |
| UBS Group AG history | 109.55K | $2.61M | 0.00% | Add |
| Legal & General Investment Management America history | 94.93K | $2.26M | 0.00% | Add |
| Citigroup Inc history | 68.41K | $1.63M | 0.00% | Reduce |
| Prudential Financial history | 35.31K | $841.91K | 0.00% | Add |
| JPMorgan Chase & Co history | 35.26K | $840.65K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 35.26K | $840.65K | 0.00% | Reduce |
| Citadel Advisors history | 27.80K | $662.75K | 0.00% | Add |
| Citadel Advisors history | 27.80K | $662.75K | 0.00% | Add |
| Wells Fargo & Co history | 24.49K | $583.91K | 0.00% | Add |
| Deutsche Bank AG history | 21.94K | $523.07K | 0.00% | Reduce |
| Deutsche Bank AG history | 21.94K | $523.07K | 0.00% | Reduce |
| Franklin Resources history | 21.16K | $504.57K | 0.00% | Hold |
| Janus Henderson Group history | 15.34K | $365.78K | 0.00% | Hold |
| Millennium Management history | 14.65K | $349.21K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 5.95K | $141.81K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 5.95K | $141.81K | 0.00% | Add |
| PNC Financial Services history | 1.25K | $29.68K | 0.00% | Reduce |
| T. Rowe Price Associates history | 34.57K | $825 | 0.00% | Add |
| Lazard Asset Management history | 33.13K | $789 | 0.00% | Add |
Q1 2025 — 43 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 4.95M | $120.33M | 0.00% | Reduce |
| BlackRock Inc history | 4.95M | $120.33M | 0.00% | Reduce |
| Vanguard Group history | 2.41M | $58.65M | 0.00% | Reduce |
| Geode Capital Management history | 824.58K | $20.07M | 0.00% | Add |
| Arrowstreet Capital history | 444.88K | $10.82M | 0.01% | Add |
| Morgan Stanley history | 431.88K | $10.51M | 0.00% | Reduce |
| Morgan Stanley history | 431.88K | $10.51M | 0.00% | Reduce |
| Northern Trust Corp history | 412.20K | $10.03M | 0.00% | Reduce |
| BNY Mellon history | 354.12K | $8.62M | 0.00% | Reduce |
| Renaissance Technologies history | 332.43K | $8.09M | 0.01% | Add |
| Renaissance Technologies history | 332.43K | $8.09M | 0.01% | Add |
| Invesco Ltd history | 328.78K | $8.00M | 0.00% | Reduce |
| Manulife Financial history | 327.25K | $7.96M | 0.01% | Reduce |
| Charles Schwab Investment Management history | 323.75K | $7.88M | 0.00% | Reduce |
| AQR Capital Management history | 238.21K | $5.80M | 0.01% | Reduce |
| Principal Global Investors history | 193.82K | $4.72M | 0.00% | Add |
| Royce & Associates history | 166.12K | $4.04M | 0.04% | Reduce |
| Goldman Sachs Group history | 161.21K | $3.92M | 0.00% | Reduce |
| Goldman Sachs Group history | 161.21K | $3.92M | 0.00% | Reduce |
| Bank of America Corp history | 154.91K | $3.77M | 0.00% | Add |
| JPMorgan Chase & Co history | 140.98K | $3.43M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 140.98K | $3.43M | 0.00% | Reduce |
| Two Sigma Investments history | 129.50K | $3.15M | 0.01% | Add |
| Two Sigma Investments history | 129.50K | $3.15M | 0.01% | Add |
| PSP Investments history | 107.83K | $2.62M | 0.01% | Add |
| UBS Group AG history | 97.74K | $2.38M | 0.00% | Add |
| Legal & General Investment Management America history | 89.80K | $2.18M | 0.00% | Reduce |
| Citigroup Inc history | 89.57K | $2.18M | 0.00% | Add |
| Millennium Management history | 64.90K | $1.58M | 0.00% | Add |
| Prudential Financial history | 33.44K | $813.57K | 0.00% | Reduce |
| Deutsche Bank AG history | 26.91K | $654.65K | 0.00% | Reduce |
| Deutsche Bank AG history | 26.91K | $654.65K | 0.00% | Reduce |
| Wells Fargo & Co history | 22.83K | $555.56K | 0.00% | Add |
| Franklin Resources history | 21.17K | $515.07K | 0.00% | Hold |
| Citadel Advisors history | 15.43K | $375.41K | 0.00% | Reduce |
| Citadel Advisors history | 15.43K | $375.41K | 0.00% | Reduce |
| Janus Henderson Group history | 15.34K | $370.46K | 0.00% | Hold |
| Amundi US history | 13.67K | $307.55K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 4.53K | $110.32K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 4.53K | $110.32K | 0.00% | Add |
| PNC Financial Services history | 1.29K | $31.39K | 0.00% | Reduce |
| T. Rowe Price Associates history | 33.14K | $807 | 0.00% | Add |
| Lazard Asset Management history | 30.47K | $741 | 0.00% | New |
New Positions (Q2 2026)
- JPMorgan Chase & Co 245.75K sh · $7.23M
- Millennium Management 24.02K sh · $711.56K
- D. E. Shaw & Co 23.37K sh · $692.34K
- Citadel Advisors 9.70K sh · $287.31K
Fully Exited (vs previous quarter)
- Lazard Asset Management sold 40.33K sh · $1.05M
- Janus Henderson Group sold 15.34K sh · $398.99K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | 5.81M | 5.56M | 4.91M | 4.73M | 4.89M | 4.95M | 5.04M | 5.00M | — | — | — | — | — | — | — | — | — | — | — | — |
| Geode Capital Management | 1.10M | 934.80K | 842.60K | 838.43K | 828.03K | 824.58K | 799.97K | 809.84K | 808.76K | 784.63K | 773.79K | 732.79K | 711.90K | 685.89K | 664.42K | 640.55K | 631.66K | 637.15K | 615.25K | 617.16K |
| Wellington Management Group | 528.11K | 628.32K | 97.03K | 463.40K | — | — | — | — | — | — | 74.90K | — | — | 611.97K | 742.10K | 1.01M | 840.94K | 862.92K | — | — |
| Morgan Stanley | 455.99K | 479.83K | 399.62K | 348.53K | 381.13K | 431.88K | 455.92K | 480.89K | 482.29K | 482.70K | 498.52K | 411.01K | 353.32K | 306.14K | 343.67K | 297.68K | 259.56K | 221.82K | 240.23K | 208.82K |
| Northern Trust Corp | 440.62K | 413.12K | 376.62K | 398.66K | 408.08K | 412.20K | 433.68K | 427.48K | 432.08K | 439.75K | 464.99K | 463.80K | 473.21K | 443.30K | 459.11K | 457.63K | 453.92K | 456.10K | 468.69K | 484.42K |
| Charles Schwab Investment Management | 399.44K | 377.04K | 326.54K | 327.81K | 323.22K | 323.75K | 1.25M | 1.24M | 1.26M | 1.28M | 1.01M | 982.68K | 937.63K | 873.88K | 913.47K | 817.98K | 733.71K | 670.81K | 616.74K | 601.37K |
| BNY Mellon | 398.96K | 379.39K | 366.53K | 341.46K | 349.78K | 354.12K | 366.84K | 678.08K | 896.31K | 1.00M | 1.07M | 928.00K | 862.34K | 830.97K | 806.95K | 887.52K | 896.76K | 967.44K | 815.98K | 852.73K |
| Two Sigma Investments | 389.21K | 490.41K | 269.49K | 256.57K | 182.98K | 129.50K | 127.09K | 150.73K | 158.05K | 157.51K | 152.19K | 237.40K | 262.94K | 151.06K | 76.79K | 76.82K | 70.89K | 92.80K | 120.16K | 66.22K |
| Manulife Financial | 308.64K | 309.35K | 314.19K | 317.99K | 320.60K | 327.25K | 329.61K | 335.30K | 349.23K | 349.91K | 351.85K | 304.90K | 284.19K | 123.87K | 107.45K | 100.63K | 13.71K | 14.62K | 228.45K | 462.05K |
| Arrowstreet Capital | 298.12K | 433.51K | 504.22K | 502.87K | 504.51K | 444.88K | 433.30K | 386.53K | 261.42K | 383.63K | 276.95K | 187.81K | 164.87K | 24.17K | — | — | — | — | — | — |
| Invesco Ltd | 260.87K | 255.26K | 264.52K | 257.23K | 275.22K | 328.78K | 369.43K | 173.89K | 200.79K | 197.48K | 142.73K | 115.79K | 352.41K | 1.11M | 1.09M | 1.14M | 932.10K | 951.04K | 935.15K | 959.77K |
| JPMorgan Chase & Co | 245.75K | — | 31.51K | 37.00K | 35.26K | 140.98K | 225.95K | 123.28K | 122.78K | 126.84K | 115.34K | 112.06K | 126.69K | 103.47K | 237.08K | 132.70K | 32.57K | 169.52K | 139.59K | 60.41K |
| Goldman Sachs Group | 243.03K | 312.06K | 189.64K | 136.73K | 143.60K | 161.21K | 372.05K | 445.11K | 460.83K | 940.04K | 932.18K | 1.02M | 1.17M | 774.53K | 952.23K | 944.24K | 986.75K | 1.15M | 1.33M | 1.17M |
| Principal Global Investors | 199.22K | 199.59K | 199.18K | 188.72K | 206.99K | 193.82K | 189.72K | 183.97K | 192.97K | 200.32K | 181.89K | 189.57K | 199.80K | 225.06K | 229.29K | 216.64K | 216.90K | 232.02K | 234.48K | 245.44K |
| Bank of America Corp | 187.59K | 210.44K | 220.29K | 215.73K | 180.58K | 154.91K | 147.89K | 101.63K | 114.72K | 96.66K | 117.30K | 95.65K | 84.57K | 96.85K | 78.79K | 41.30K | 50.44K | 83.78K | 111.41K | 87.23K |
| UBS Group AG | 171.50K | 226.47K | 106.52K | 98.43K | 109.55K | 97.74K | 61.16K | 37.55K | 35.59K | 37.65K | 52.52K | 22.34K | 17.96K | 23.67K | 29.02K | 20.71K | 8.21K | 26.11K | 32.55K | 22.08K |
| PSP Investments | 141.57K | 147.09K | 117.72K | 132.46K | 116.28K | 107.83K | 85.11K | 73.21K | 76.31K | 72.43K | 72.43K | 43.32K | 62.24K | 61.74K | 63.86K | 64.35K | 64.98K | 65.52K | 71.62K | 73.52K |
| AQR Capital Management | 132.96K | 168.94K | 171.16K | 128.97K | 114.66K | 238.21K | 269.76K | 275.75K | 365.48K | 389.65K | 373.96K | 287.40K | 17.05K | 44.13K | 66.56K | 101.41K | 73.60K | 66.92K | 62.61K | 8.05K |
| Renaissance Technologies | 132.44K | 188.34K | 277.95K | 285.83K | 321.53K | 332.43K | 245.73K | 296.03K | 321.09K | 303.99K | 145.29K | 225.49K | 142.89K | 58.89K | 97.29K | — | 21.79K | 32.69K | 44.29K | — |
| Legal & General Investment Management America | 89.97K | 81.92K | 89.14K | 91.91K | 94.93K | 89.80K | 93.02K | 95.71K | 97.91K | 98.29K | 97.18K | 98.41K | 93.64K | 86.52K | 87.02K | 85.13K | 85.02K | 85.04K | 86.44K | 84.47K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details