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Heritage Commerce (HTBK) Institutional Ownership

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$9.28 +0.21 (+2.26%)
As of 11:49 AM 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)
96
Total
Institutional Inflows
(last 12 months)
$63.89M
Number of
Institutional Sellers
(last 12 months)
50
Total
Institutional Outflows
(last 12 months)
$40.44M
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HTBK Institutional Buying and Selling by Quarter

Heritage Commerce Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/1/2025New 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%
3/24/2025Wellington 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%
2/18/2025PharVision Advisers LLC13,355$125K0.1%N/A0.022%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC130,809$1.23M0.0%+18.0%0.213%
2/17/2025Squarepoint Ops LLC23,082$217K0.0%N/A0.038%
2/17/2025Two Sigma Advisers LP456,502$4.28M0.0%-2.4%0.745%
2/17/2025Two Sigma Investments LP420,243$3.94M0.0%-15.6%0.686%
2/17/2025Rafferty Asset Management LLC73,037$685K0.0%-19.2%0.119%
2/17/2025Point72 Asset Management L.P.27,017$253K0.0%+149.3%0.044%
2/17/2025ProShare Advisors LLC16,785$157K0.0%+49.0%0.027%
2/17/2025Quantinno Capital Management LP11,099$104K0.0%N/A0.018%
2/17/2025Nuveen Asset Management LLC513,305$4.82M0.0%+0.9%0.837%
2/17/2025Occudo Quantitative Strategies LP30,485$286K0.1%+42.9%0.050%
2/17/2025Millennium Management LLC200,522$1.88M0.0%N/A0.327%
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.33,920$318K0.0%+3.4%0.055%
2/17/2025Focus Partners Wealth35,464$333K0.0%+104.9%0.058%
2/17/2025FJ Capital Management LLC3,040,806$28.52M3.3%-16.4%4.961%
2/17/2025Deutsche Bank AG60,859$571K0.0%+42.0%0.099%
2/17/2025Cubist Systematic Strategies LLC63,154$592K0.0%N/A0.103%
2/17/2025Bridgeway Capital Management LLC290,811$2.73M0.1%+2.7%0.474%
2/17/2025Brevan Howard Capital Management LP13,910$130K0.0%N/A0.023%
2/17/2025Balyasny Asset Management L.P.22,321$209K0.0%N/A0.036%
2/17/2025Bank of America Corp DE113,160$1.06M0.0%-5.6%0.185%
2/17/2025BNP Paribas Financial Markets61,571$578K0.0%-7.7%0.100%
2/17/2025Ategra Capital Management LLC369,321$3.46M2.3%-56.4%0.602%
2/17/2025AlTi Global Inc.654,175$6.14M0.1%+0.9%1.067%
2/14/2025Jane Street Group LLC56,118$526K0.0%-45.8%0.092%
2/14/2025PDT Partners LLC22,383$210K0.0%N/A0.037%
2/14/2025Northern Trust Corp589,814$5.53M0.0%+1.0%0.962%
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2/14/2025The Manufacturers Life Insurance Company 1,307,183$12.26M0.0%-0.7%2.132%
2/14/2025Public Employees Retirement Association of Colorado37,916$356K0.0%-7.5%0.062%
2/14/2025Quarry LP3,153$30K0.0%+562.4%0.005%
2/14/2025Aquatic Capital Management LLC23,525$221K0.0%N/A0.038%
2/14/2025Oxford Asset Management LLP10,728$101K0.1%N/A0.018%
2/14/2025Susquehanna Fundamental Investments LLC51,022$479K0.0%N/A0.083%
2/14/2025Two Sigma Securities LLC10,355$97K0.0%N/A0.017%
2/14/2025Voya Investment Management LLC21,500$202K0.0%-6.0%0.035%
2/14/2025Price T Rowe Associates Inc. MD22,600$212K0.0%+16.7%0.037%
2/14/2025Stifel Financial Corp13,932$131K0.0%N/A0.023%
2/14/2025Tower Research Capital LLC TRC 14,471$136K0.0%+34.1%0.024%
2/14/2025MetLife Investment Management LLC38,656$363K0.0%+13.9%0.063%
2/14/2025Dimensional Fund Advisors LP3,392,688$31.82M0.0%+4.0%5.535%
2/14/2025First Trust Advisors LP38,379$360K0.0%+3.5%0.063%
2/14/2025 Holcombe Financial Inc.12,595$118K0.1%N/A0.021%
2/14/2025Banc Funds Co. LLC174,539$1.64M0.2%-36.0%0.285%
2/13/2025Jump Financial LLC40,000$375K0.0%N/A0.065%
2/13/2025Mariner LLC36,673$344K0.0%+9.7%0.060%
2/13/2025Barclays PLC224,113$2.10M0.0%+3.5%0.366%
2/13/2025Kennedy Capital Management LLC582,572$5.47M0.1%-0.4%0.950%
2/13/2025Raymond James Financial Inc.232,559$2.18M0.0%N/A0.379%
2/13/2025Renaissance Technologies LLC267,500$2.51M0.0%+3.9%0.436%
2/13/2025Legal & General Group Plc58,488$549K0.0%+7.9%0.095%
2/13/2025Invesco Ltd.188,126$1.77M0.0%+6.5%0.307%
2/13/2025Quadrant Capital Group LLC13,831$130K0.0%-23.5%0.023%
2/13/2025Dynamic Technology Lab Private Ltd51,161$480K0.1%+79.8%0.083%
2/13/2025Wells Fargo & Company MN57,533$540K0.0%+42.2%0.094%
2/12/2025ExodusPoint Capital Management LP135,563$1.27M0.0%N/A0.221%
2/12/2025Endeavour Capital Advisors Inc.595,546$5.59M1.8%-4.2%0.972%
2/12/2025Trexquant Investment LP94,257$884K0.0%-27.0%0.154%
2/12/2025Geode Capital Management LLC1,426,816$13.39M0.0%+0.3%2.328%
2/12/2025Alliancebernstein L.P.334,106$3.13M0.0%-9.0%0.545%
2/12/2025Wellington Management Group LLP2,302,615$21.60M0.0%+13.2%3.756%
2/12/2025Arrowstreet Capital Limited Partnership19,555$183K0.0%-89.6%0.032%
2/12/2025JPMorgan Chase & Co.2,046,410$19.20M0.0%-11.5%3.338%
2/11/2025Princeton Capital Management LLC17,041$160K0.0%+13.3%0.028%
2/11/2025Prudential Financial Inc.17,188$161K0.0%-52.9%0.028%
2/11/2025Corebridge Financial Inc.29,631$278K0.0%-7.0%0.048%
2/11/2025Vanguard Group Inc.3,387,072$31.77M0.0%-1.2%5.525%
2/11/2025Fox Run Management L.L.C.13,148$123K0.0%N/A0.021%
2/11/2025KLP Kapitalforvaltning AS13,700$129K0.0%N/A0.022%
2/11/2025Sei Investments Co.63,565$596K0.0%+90.5%0.104%
2/11/2025American Century Companies Inc.1,129,910$10.60M0.0%+3.4%1.843%
2/11/2025Quantbot Technologies LP10,123$95K0.0%-27.9%0.017%
2/11/2025Whittier Trust Co. of Nevada Inc.48,591$456K0.0%-8.0%0.079%
2/11/2025Boston Partners1,564,741$14.62M0.0%+1.7%2.553%
2/11/2025Intech Investment Management LLC31,859$299K0.0%+170.2%0.052%
2/10/2025Thrivent Financial for Lutherans12,560$118K0.0%-56.7%0.020%
2/10/2025Corient Private Wealth LLC10,928$103K0.0%-22.5%0.018%
2/7/2025AlphaQuest LLC62,426$586K0.1%+124.5%0.102%
The next market Nvidia is positioned to dominate … (Ad)

Robots — built by Nvidia. Forbes says this could be " a $24 trillion opportunity for investors." Huang said, "The ChatGPT moment for robotics is right around the corner." In fact, I believe these robots could impact 65 million Americans lives — this year. And one stock — currently priced around $7 — could be the biggest winner.

To see a live demonstration with one of these robots, simply click here.
2/6/2025Inceptionr LLC29,579$277K0.1%+128.5%0.048%
2/6/2025Raymond James Financial Inc.232,559$2.18M0.0%N/A0.379%
2/6/2025Aigen Investment Management LP15,866$149K0.0%+21.1%0.026%
2/6/2025Proficio Capital Partners LLC18,441$173K0.0%N/A0.030%
2/6/2025Victory Capital Management Inc.127,000$1.19M0.0%+12.6%0.207%
2/6/2025Charles Schwab Investment Management Inc.500,637$4.70M0.0%+0.9%0.817%
2/5/2025US Bancorp DE3,473$33K0.0%+64.8%0.006%
2/5/2025Proficio Capital Partners LLC18,441$173K0.0%N/A0.030%
2/4/2025 Bank of New York Mellon Corp417,203$3.91M0.0%-11.9%0.681%
2/4/2025Y Intercept Hong Kong Ltd10,529$99K0.0%N/A0.017%
(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, 172 institutional investors and hedge funds held shares of Heritage Commerce. The most heavily invested institutionals were Dimensional Fund Advisors LP ($31.82M), Vanguard Group Inc. ($31.77M), FJ Capital Management LLC ($28.52M), Wellington Management Group LLP ($21.60M), State Street Corp ($19.42M), JPMorgan Chase & Co. ($19.20M), and Boston Partners ($14.62M).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 135 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 ($2.60M), Assenagon Asset Management S.A. ($1.33M), Boston Partners ($1.03M), Raymond James Financial Inc. ($465.12K), Siena Capital Partners GP LLC ($400.01K), Dimensional Fund Advisors LP ($332.65K), and FJ Capital Management LLC ($261.44K).

How much institutional buying is happening at Heritage Commerce?

Institutional investors have bought a total of 11,332,064 shares in the last 24 months. This purchase volume represents approximately $104.20M in transactions.

Which Heritage Commerce major shareholders have been selling company stock?

Of the 71 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: Assenagon Asset Management S.A. ($1.13M), Bank of New York Mellon Corp ($843.42K), FJ Capital Management LLC ($594.76K), Ategra Capital Management LLC ($478.48K), Cramer Rosenthal Mcglynn LLC ($405.03K), Granite Investment Partners LLC ($353.49K), and JPMorgan Chase & Co. ($298.65K).

How much institutional selling is happening at Heritage Commerce?

Institutional investors have sold a total of 6,914,717 shares in the last 24 months. This volume of shares sold represents approximately $62.67M in transactions.


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This page (NASDAQ:HTBK) was last updated on 5/2/2025 by MarketBeat.com Staff
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