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Heritage Commerce (HTBK) Institutional Ownership

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$9.10 +0.01 (+0.11%)
Closing price 05/22/2025 04:00 PM Eastern
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$9.10 0.00 (0.00%)
As of 05/22/2025 04:43 PM Eastern
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Institutional Ownership Changes (13F Filings) for Heritage Commerce (NASDAQ:HTBK)

Current
Institutional Ownership
Percentage
75.55%
Number of
Institutional Buyers
(last 12 months)
103
Total
Institutional Inflows
(last 12 months)
$96.00M
Number of
Institutional Sellers
(last 12 months)
58
Total
Institutional Outflows
(last 12 months)
$52.86M
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HTBK Institutional Buying and Selling by Quarter

Heritage Commerce Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/21/2025 Acadian Asset Management LLC33,390$316K0.0%N/A0.054%
5/19/2025 Jane Street Group LLC144,919$1.38M0.0%+158.2%0.235%
5/16/2025 Empowered Funds LLC171,866$1.64M0.0%+8.5%0.279%
5/16/2025 Goldman Sachs Group Inc.887,200$8.45M0.0%-16.1%1.440%
5/16/2025 Dynamic Technology Lab Private Ltd31,465$300K0.0%-38.5%0.051%
5/16/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.35,402$337K0.0%+4.4%0.057%
5/16/2025 Jacobs Levy Equity Management Inc.52,955$504K0.0%N/A0.086%
5/16/2025 EJF Capital LLC256,516$2.44M1.5%-8.4%0.416%
5/16/2025 Bridgeway Capital Management LLC304,330$2.90M0.1%+4.6%0.494%
5/16/2025 AQR Capital Management LLC337,658$3.22M0.0%-5.2%0.548%
5/16/2025 AlTi Global Inc.656,575$6.25M0.2%+0.4%1.066%
5/15/2025 FJ Capital Management LLC2,364,824$22.51M2.3%-22.2%3.839%
5/15/2025 Cubist Systematic Strategies LLC200,428$1.91M0.0%+217.4%0.325%
5/15/2025 Royal Bank of Canada74,638$709K0.0%-4.3%0.121%
5/15/2025 Panagora Asset Management Inc.300,411$2.86M0.0%-1.0%0.488%
5/15/2025 Trexquant Investment LP39,354$375K0.0%-58.2%0.064%
5/15/2025 Elizabeth Park Capital Advisors Ltd.58,267$555K0.5%N/A0.095%
5/14/2025 Rafferty Asset Management LLC53,161$506K0.0%-27.2%0.086%
5/14/2025 MetLife Investment Management LLC31,126$296K0.0%-19.5%0.051%
5/14/2025 Jump Financial LLC51,800$493K0.0%+29.5%0.084%
5/14/2025 Hotchkis & Wiley Capital Management LLC1,277,630$12.16M0.0%+69.8%2.074%
5/14/2025 AlphaQuest LLC65,244$621K0.1%+4.5%0.106%
5/14/2025 Rhino Investment Partners Inc548,507$5.22M1.3%N/A0.890%
5/14/2025 Martingale Asset Management L P10,800$103K0.0%N/A0.018%
5/14/2025 Hsbc Holdings PLC38,831$371K0.0%N/A0.063%
5/14/2025 Quantbot Technologies LP13,120$125K0.0%+29.6%0.021%
5/14/2025 Wellington Management Group LLP3,796,472$36.14M0.0%+64.9%6.164%
5/13/2025 Versor Investments LP74,500$709K0.1%N/A0.121%
5/13/2025 American Century Companies Inc.1,098,042$10.45M0.0%-2.8%1.783%
5/13/2025 Boston Partners1,080,443$10.16M0.0%-31.0%1.754%
5/12/2025 Nuveen LLC510,656$4.86M0.0%N/A0.829%
5/12/2025 Aigen Investment Management LP12,684$121K0.0%-20.1%0.021%
5/12/2025 Invesco Ltd.167,338$1.59M0.0%-11.1%0.272%
5/9/2025 Deutsche Bank AG46,986$447K0.0%-22.8%0.076%
5/9/2025 Charles Schwab Investment Management Inc.488,456$4.65M0.0%-2.4%0.793%
5/9/2025 Vanguard Group Inc.3,495,577$33.28M0.0%+3.2%5.674%
5/9/2025 PNC Financial Services Group Inc.2,851$27K0.0%+143.5%0.005%
5/8/2025 US Bancorp DE5,789$55K0.0%+66.7%0.009%
5/7/2025 Zurcher Kantonalbank Zurich Cantonalbank 15,442$147K0.0%-49.9%0.025%
5/6/2025 Princeton Capital Management LLC20,041$191K0.1%+17.6%0.033%
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5/6/2025 Universal Beteiligungs und Servicegesellschaft mbH31,589$301K0.0%N/A0.051%
5/6/2025 Y Intercept Hong Kong Ltd38,598$367K0.0%+266.6%0.063%
5/5/2025 Allianz Asset Management GmbH34,700$330K0.0%+12.3%0.056%
5/1/2025 New York State Common Retirement Fund15,886$151K0.0%-14.5%0.026%
4/30/2025 Cerity Partners LLC148,300$1.41M0.0%+1.9%0.241%
4/30/2025 Alps Advisors Inc.70,237$669K0.0%-3.5%0.114%
4/30/2025 Rosenthal Henry Capital Advisors Inc.193,917$1.85M1.9%-4.9%0.315%
4/29/2025 Bank of New York Mellon Corp411,640$3.92M0.0%-1.3%0.668%
4/16/2025 Wealth Enhancement Advisory Services LLC14,905$142K0.0%-39.7%0.024%
4/16/2025 SummerHaven Investment Management LLC90,202$859K0.6%+1.7%0.146%
4/15/2025 Assenagon Asset Management S.A.198,872$1.89M0.0%-57.1%0.323%
4/10/2025 Hennion & Walsh Asset Management Inc.47,856$456K0.0%+29.9%0.078%
4/8/2025 Rhumbline Advisers91,292$869K0.0%-4.5%0.149%
4/7/2025 GAMMA Investing LLC23,610$2.48M0.0%+771.9%0.038%
3/24/2025 Wellington Management Group LLP2,302,615$21.60M0.0%+13.2%3.748%
3/17/2025 Wealth Enhancement Advisory Services LLC24,736$232K0.0%+52.1%0.040%
2/18/2025 PharVision Advisers LLC13,355$125K0.1%N/A0.022%
2/17/2025 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC130,809$1.23M0.0%+18.0%0.213%
2/17/2025 Squarepoint Ops LLC23,082$217K0.0%N/A0.038%
2/17/2025 Two Sigma Advisers LP456,502$4.28M0.0%-2.4%0.745%
2/17/2025 Two Sigma Investments LP420,243$3.94M0.0%-15.6%0.686%
2/17/2025 Rafferty Asset Management LLC73,037$685K0.0%-19.2%0.119%
2/17/2025 Point72 Asset Management L.P.27,017$253K0.0%+149.3%0.044%
2/17/2025 ProShare Advisors LLC16,785$157K0.0%+49.0%0.027%
2/17/2025 Quantinno Capital Management LP11,099$104K0.0%N/A0.018%
2/17/2025Nuveen Asset Management LLC513,305$4.82M0.0%+0.9%0.837%
2/17/2025 Occudo Quantitative Strategies LP30,485$286K0.1%+42.9%0.050%
2/17/2025 Millennium Management LLC200,522$1.88M0.0%N/A0.327%
2/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.33,920$318K0.0%+3.4%0.055%
2/17/2025 Focus Partners Wealth35,464$333K0.0%+104.9%0.058%
2/17/2025 FJ Capital Management LLC3,040,806$28.52M3.3%-16.4%4.961%
2/17/2025 Deutsche Bank AG60,859$571K0.0%+42.0%0.099%
2/17/2025 Cubist Systematic Strategies LLC63,154$592K0.0%N/A0.103%
2/17/2025 Bridgeway Capital Management LLC290,811$2.73M0.1%+2.7%0.474%
2/17/2025 Brevan Howard Capital Management LP13,910$130K0.0%N/A0.023%
2/17/2025 Balyasny Asset Management L.P.22,321$209K0.0%N/A0.036%
2/17/2025 Bank of America Corp DE113,160$1.06M0.0%-5.6%0.185%
2/17/2025 BNP Paribas Financial Markets61,571$578K0.0%-7.7%0.100%
2/17/2025 Ategra Capital Management LLC369,321$3.46M2.3%-56.4%0.602%
2/17/2025 AlTi Global Inc.654,175$6.14M0.1%+0.9%1.067%
2/14/2025 Jane Street Group LLC56,118$526K0.0%-45.8%0.092%
2/14/2025 PDT Partners LLC22,383$210K0.0%N/A0.037%
2/14/2025 Northern Trust Corp589,814$5.53M0.0%+1.0%0.962%
2/14/2025 The Manufacturers Life Insurance Company1,307,183$12.26M0.0%-0.7%2.132%
2/14/2025 Public Employees Retirement Association of Colorado37,916$356K0.0%-7.5%0.062%
2/14/2025 Quarry LP3,153$30K0.0%+562.4%0.005%
2/14/2025 Aquatic Capital Management LLC23,525$221K0.0%N/A0.038%
2/14/2025 Oxford Asset Management LLP10,728$101K0.1%N/A0.018%
2/14/2025 Susquehanna Fundamental Investments LLC51,022$479K0.0%N/A0.083%
2/14/2025 Two Sigma Securities LLC10,355$97K0.0%N/A0.017%
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2/14/2025 Voya Investment Management LLC21,500$202K0.0%-6.0%0.035%
2/14/2025 Price T Rowe Associates Inc. MD22,600$212K0.0%+16.7%0.037%
2/14/2025 Stifel Financial Corp13,932$131K0.0%N/A0.023%
2/14/2025 Tower Research Capital LLC TRC14,471$136K0.0%+34.1%0.024%
2/14/2025 MetLife Investment Management LLC38,656$363K0.0%+13.9%0.063%
2/14/2025 Dimensional Fund Advisors LP3,392,688$31.82M0.0%+4.0%5.535%
2/14/2025 First Trust Advisors LP38,379$360K0.0%+3.5%0.063%
2/14/2025 Holcombe Financial Inc.12,595$118K0.1%N/A0.021%
2/14/2025 Banc Funds Co. LLC174,539$1.64M0.2%-36.0%0.285%
2/13/2025 Jump Financial LLC40,000$375K0.0%N/A0.065%
(Data available from 1/1/2016 forward)

HTBK Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HTBK shares?

During the previous two years, 176 institutional investors and hedge funds held shares of Heritage Commerce. The most heavily invested institutionals were Wellington Management Group LLP ($36.14M), Vanguard Group Inc. ($33.28M), Dimensional Fund Advisors LP ($31.82M), FJ Capital Management LLC ($22.51M), State Street Corp ($19.42M), JPMorgan Chase & Co. ($19.20M), and Geode Capital Management LLC ($13.39M).Learn more on HTBK's institutional investors.

What percentage of Heritage Commerce stock is owned by institutional investors?

75.55% of Heritage Commerce stock is owned by institutional investors. Learn more on HTBK's institutional investor holdings.

Which institutional investors have been buying Heritage Commerce stock?

Of the 143 institutional investors that purchased Heritage Commerce stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wellington Management Group LLP ($4.09M), Assenagon Asset Management S.A. ($1.33M), Boston Partners ($1.01M), Rhino Investment Partners Inc ($548.51K), Hotchkis & Wiley Capital Management LLC ($525.06K), Nuveen LLC ($510.66K), and Raymond James Financial Inc. ($465.12K).

How much institutional buying is happening at Heritage Commerce?

Institutional investors have bought a total of 14,688,015 shares in the last 24 months. This purchase volume represents approximately $136.68M in transactions.

Which Heritage Commerce major shareholders have been selling company stock?

Of the 78 institutional investors that sold Heritage Commerce stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: FJ Capital Management LLC ($1.27M), Assenagon Asset Management S.A. ($1.13M), Bank of New York Mellon Corp ($843.42K), Boston Partners ($564.65K), Ategra Capital Management LLC ($478.48K), JPMorgan Chase & Co. ($298.65K), and Banc Funds Co. LLC ($254.10K).

How much institutional selling is happening at Heritage Commerce?

Institutional investors have sold a total of 7,688,789 shares in the last 24 months. This volume of shares sold represents approximately $70.99M in transactions.



This page (NASDAQ:HTBK) was last updated on 5/23/2025 by MarketBeat.com Staff
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