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Heritage Commerce (HTBK) Institutional Ownership

Heritage Commerce logo
$9.69 -0.14 (-1.42%)
Closing price 04:00 PM Eastern
Extended Trading
$9.70 +0.01 (+0.05%)
As of 04:10 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)
111
Total
Institutional Inflows
(last 12 months)
$109.18M
Number of
Institutional Sellers
(last 12 months)
61
Total
Institutional Outflows
(last 12 months)
$56.02M
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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
10/9/2025Voya Investment Management LLC64,976$645K0.0%+231.1%0.106%
8/15/2025Tower Research Capital LLC TRC 10,749$107K0.0%+50.4%0.017%
8/15/2025Rafferty Asset Management LLC46,805$465K0.0%-12.0%0.076%
8/15/2025Man Group plc67,872$674K0.0%+101.1%0.110%
8/15/2025HoldCo Asset Management LP1,623,446$16.12M2.5%N/A2.642%
8/15/2025EJF Capital LLC196,786$1.95M1.6%-23.3%0.320%
8/15/2025BNP Paribas Financial Markets7,922$79K0.0%-86.3%0.013%
8/15/2025Bridgeway Capital Management LLC320,931$3.19M0.1%+5.5%0.522%
8/15/2025Brevan Howard Capital Management LP33,589$334K0.0%N/A0.055%
8/15/2025Bank of America Corp DE92,383$917K0.0%-10.2%0.150%
8/15/2025Ameriprise Financial Inc.254,069$2.52M0.0%+7.9%0.413%
8/15/2025AQR Capital Management LLC461,974$4.59M0.0%+36.8%0.752%
8/14/2025Jane Street Group LLC95,751$951K0.0%-33.9%0.156%
8/14/2025California State Teachers Retirement System50,174$498K0.0%-7.9%0.082%
8/14/2025Raymond James Financial Inc.284,228$2.82M0.0%+18.6%0.463%
8/14/2025FJ Capital Management LLC2,344,722$23.28M2.5%-0.9%3.816%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.32,845$326K0.0%-7.2%0.053%
8/14/2025The Manufacturers Life Insurance Company 1,290,612$12.82M0.0%-2.1%2.100%
8/14/2025Fourthstone LLC61,100$607K0.1%N/A0.099%
8/14/2025Sei Investments Co.74,844$743K0.0%+17.7%0.122%
8/14/2025Cerity Partners LLC152,744$1.52M0.0%+3.0%0.249%
8/13/2025Jump Financial LLC70,167$697K0.0%+35.5%0.114%
8/13/2025Marshall Wace LLP72,969$725K0.0%N/A0.119%
8/13/2025First Trust Advisors LP40,363$401K0.0%+6.7%0.066%
8/13/2025Kennedy Capital Management LLC868,932$8.63M0.2%-2.1%1.414%
8/13/2025EverSource Wealth Advisors LLC5,403$54K0.0%+16,272.7%0.009%
8/13/2025Invesco Ltd.137,776$1.37M0.0%-17.7%0.224%
8/13/2025Arrowstreet Capital Limited Partnership173,863$1.73M0.0%+32.4%0.283%
8/13/2025Panagora Asset Management Inc.149,617$1.49M0.0%-50.2%0.243%
8/13/2025Hsbc Holdings PLC58,931$589K0.0%+51.8%0.096%
8/13/2025State Board of Administration of Florida Retirement System226,319$2.25M0.0%-1.7%0.368%
8/13/2025Quadrant Capital Group LLC23,521$234K0.0%-8.4%0.038%
8/12/2025Inceptionr LLC11,442$114K0.0%N/A0.019%
8/12/2025Boston Partners1,102,707$10.82M0.0%+2.1%1.790%
8/12/2025XTX Topco Ltd11,365$113K0.0%N/A0.018%
8/12/2025Prudential Financial Inc.19,826$197K0.0%+18.3%0.032%
8/12/2025American Century Companies Inc.1,080,885$10.73M0.0%-1.6%1.755%
8/12/2025Rhumbline Advisers109,442$1.09M0.0%+19.9%0.178%
8/12/2025Franklin Resources Inc.92,912$923K0.0%+5.3%0.151%
8/12/2025Brandywine Global Investment Management LLC12,370$123K0.0%N/A0.020%
8/12/2025JPMorgan Chase & Co.1,838,757$18.26M0.0%-5.5%2.985%
8/8/2025Intech Investment Management LLC29,373$292K0.0%-37.3%0.048%
8/8/2025Creative Planning173,005$1.72M0.0%+38.5%0.281%
8/8/2025Geode Capital Management LLC1,565,168$15.54M0.0%+5.9%2.541%
8/7/2025Boston Partners1,102,707$10.82M0.0%+2.1%1.790%
8/7/2025Campbell & CO Investment Adviser LLC39,160$389K0.0%N/A0.064%
8/7/2025Connor Clark & Lunn Investment Management Ltd.10,759$107K0.0%N/A0.017%
8/6/2025Savant Capital LLC28,085$279K0.0%+14.7%0.046%
8/5/2025Versor Investments LP59,000$586K0.1%-20.8%0.096%
7/31/2025State of New Jersey Common Pension Fund D216,961$2.15M0.0%+12.9%0.352%
7/31/2025AlphaQuest LLC41,652$414K0.0%-36.2%0.068%
7/25/2025CWM LLC20,287$201K0.0%+51.5%0.033%
7/23/2025Rosenthal Henry Capital Advisors Inc.190,687$1.89M1.9%-1.7%0.310%
7/23/2025KLP Kapitalforvaltning AS10,100$100K0.0%-26.3%0.016%
7/17/2025SummerHaven Investment Management LLC91,792$911K0.6%+1.8%0.149%
7/10/2025Wealth Enhancement Advisory Services LLC29,052$311K0.0%+94.9%0.047%
6/18/2025Voya Investment Management LLC19,324$184K0.0%-10.1%0.031%
5/29/2025Rhumbline Advisers91,292$869K0.0%-4.5%0.148%
5/28/2025Strs Ohio57,500$547K0.0%N/A0.093%
5/21/2025Acadian Asset Management LLC33,390$316K0.0%N/A0.054%
5/19/2025Jane Street Group LLC144,919$1.38M0.0%+158.2%0.235%
5/16/2025Empowered Funds LLC171,866$1.64M0.0%+8.5%0.279%
5/16/2025Goldman Sachs Group Inc.887,200$8.45M0.0%-16.1%1.440%
5/16/2025Dynamic Technology Lab Private Ltd31,465$300K0.0%-38.5%0.051%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.35,402$337K0.0%+4.4%0.057%
5/16/2025Jacobs Levy Equity Management Inc.52,955$504K0.0%N/A0.086%
5/16/2025EJF Capital LLC256,516$2.44M1.5%-8.4%0.416%
5/16/2025Bridgeway Capital Management LLC304,330$2.90M0.1%+4.6%0.494%
5/16/2025AQR Capital Management LLC337,658$3.22M0.0%-5.2%0.548%
5/16/2025AlTi Global Inc.656,575$6.25M0.2%+0.4%1.066%
5/15/2025FJ Capital Management LLC2,364,824$22.51M2.3%-22.2%3.839%
5/15/2025Cubist Systematic Strategies LLC200,428$1.91M0.0%+217.4%0.325%
5/15/2025Royal Bank of Canada74,638$709K0.0%-4.3%0.121%
5/15/2025Panagora Asset Management Inc.300,411$2.86M0.0%-1.0%0.488%
5/15/2025Trexquant Investment LP39,354$375K0.0%-58.2%0.064%
5/15/2025Elizabeth Park Capital Advisors Ltd.58,267$555K0.5%N/A0.095%
5/14/2025Rafferty Asset Management LLC53,161$506K0.0%-27.2%0.086%
5/14/2025MetLife Investment Management LLC31,126$296K0.0%-19.5%0.051%
5/14/2025Jump Financial LLC51,800$493K0.0%+29.5%0.084%
5/14/2025Hotchkis & Wiley Capital Management LLC1,277,630$12.16M0.0%+69.8%2.074%
5/14/2025AlphaQuest LLC65,244$621K0.1%+4.5%0.106%
5/14/2025Rhino Investment Partners Inc548,507$5.22M1.3%N/A0.890%
5/14/2025Martingale Asset Management L P10,800$103K0.0%N/A0.018%
5/14/2025Hsbc Holdings PLC38,831$371K0.0%N/A0.063%
5/14/2025Quantbot Technologies LP13,120$125K0.0%+29.6%0.021%
5/14/2025Wellington Management Group LLP3,796,472$36.14M0.0%+64.9%6.164%
5/13/2025Versor Investments LP74,500$709K0.1%N/A0.121%
5/13/2025American Century Companies Inc.1,098,042$10.45M0.0%-2.8%1.783%
5/13/2025Boston Partners1,080,443$10.16M0.0%-31.0%1.754%
5/12/2025Nuveen LLC510,656$4.86M0.0%N/A0.829%
5/12/2025Aigen Investment Management LP12,684$121K0.0%-20.1%0.021%
5/12/2025Invesco Ltd.167,338$1.59M0.0%-11.1%0.272%
5/9/2025Deutsche Bank AG46,986$447K0.0%-22.8%0.076%
5/9/2025Charles Schwab Investment Management Inc.488,456$4.65M0.0%-2.4%0.793%
5/9/2025Vanguard Group Inc.3,495,577$33.28M0.0%+3.2%5.674%
5/9/2025PNC Financial Services Group Inc.2,851$27K0.0%+143.5%0.005%
5/8/2025US Bancorp DE5,789$55K0.0%+66.7%0.009%
5/7/2025Zurcher Kantonalbank Zurich Cantonalbank15,442$147K0.0%-49.9%0.025%
5/6/2025Princeton Capital Management LLC20,041$191K0.1%+17.6%0.033%
5/6/2025Universal Beteiligungs und Servicegesellschaft mbH31,589$301K0.0%N/A0.051%
(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, 173 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 ($23.28M), State Street Corp ($19.42M), JPMorgan Chase & Co. ($18.26M), and HoldCo Asset Management LP ($16.12M).Learn more on Heritage Commerce's institutional investors.

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

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

Which institutional investors have been buying Heritage Commerce's stock?

Of the 143 institutional investors that purchased Heritage Commerce's 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), HoldCo Asset Management LP ($1.62M), Assenagon Asset Management S.A. ($1.28M), Boston Partners ($1.06M), Rhino Investment Partners Inc ($548.51K), Hotchkis & Wiley Capital Management LLC ($525.06K), and Nuveen LLC ($510.66K).

How much institutional buying is happening at Heritage Commerce?

Institutional investors have bought a total of 11,307,270 shares in the last 24 months. This purchase volume represents approximately $109.18M in transactions.

Which of Heritage Commerce's major shareholders have been selling company stock?

Of the 61 institutional investors that sold Heritage Commerce's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: FJ Capital Management LLC ($1.29M), Assenagon Asset Management S.A. ($996.49K), Boston Partners ($484.30K), Ategra Capital Management LLC ($478.48K), JPMorgan Chase & Co. ($406.57K), Banc Funds Co. LLC ($254.10K), and Goldman Sachs Group Inc. ($170.60K).

How much institutional selling is happening at Heritage Commerce?

Institutional investors have sold a total of 5,838,118 shares in the last 24 months. This volume of shares sold represents approximately $56.02M in transactions.


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This page (NASDAQ:HTBK) was last updated on 10/9/2025 by MarketBeat.com Staff
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