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Heritage Commerce (HTBK) Institutional Ownership

Heritage Commerce logo
$9.91 -0.05 (-0.50%)
Closing price 04:00 PM Eastern
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$9.91 0.00 (0.00%)
As of 04:47 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)
108
Total
Institutional Inflows
(last 12 months)
$91.99M
Number of
Institutional Sellers
(last 12 months)
62
Total
Institutional Outflows
(last 12 months)
$54.74M
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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
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%
8/14/2025 Cerity Partners LLC152,744$1.52M0.0%+3.0%0.249%
8/13/2025 Jump Financial LLC70,167$697K0.0%+35.5%0.114%
8/13/2025 Marshall Wace LLP72,969$725K0.0%N/A0.119%
8/13/2025 First Trust Advisors LP40,363$401K0.0%+6.7%0.066%
8/13/2025 Kennedy Capital Management LLC868,932$8.63M0.2%-2.1%1.414%
8/13/2025 EverSource Wealth Advisors LLC5,403$54K0.0%+16,272.7%0.009%
8/13/2025 Invesco Ltd.137,776$1.37M0.0%-17.7%0.224%
8/13/2025 Arrowstreet Capital Limited Partnership173,863$1.73M0.0%+32.4%0.283%
8/13/2025 Panagora Asset Management Inc.149,617$1.49M0.0%-50.2%0.243%
8/13/2025 Hsbc Holdings PLC58,931$589K0.0%+51.8%0.096%
8/13/2025 State Board of Administration of Florida Retirement System226,319$2.25M0.0%-1.7%0.368%
8/13/2025 Quadrant Capital Group LLC23,521$234K0.0%-8.4%0.038%
8/12/2025 Inceptionr LLC11,442$114K0.0%N/A0.019%
8/12/2025 Boston Partners1,102,707$10.82M0.0%+2.1%1.790%
8/12/2025 XTX Topco Ltd11,365$113K0.0%N/A0.018%
8/12/2025 Prudential Financial Inc.19,826$197K0.0%+18.3%0.032%
8/12/2025 American Century Companies Inc.1,080,885$10.73M0.0%-1.6%1.755%
8/12/2025 Rhumbline Advisers109,442$1.09M0.0%+19.9%0.178%
8/12/2025 Franklin Resources Inc.92,912$923K0.0%+5.3%0.151%
8/12/2025 Brandywine Global Investment Management LLC12,370$123K0.0%N/A0.020%
8/12/2025 JPMorgan Chase & Co.1,838,757$18.26M0.0%-5.5%2.985%
8/8/2025 Intech Investment Management LLC29,373$292K0.0%-37.3%0.048%
8/8/2025 Creative Planning173,005$1.72M0.0%+38.5%0.281%
8/8/2025 Geode Capital Management LLC1,565,168$15.54M0.0%+5.9%2.541%
8/7/2025 Boston Partners1,102,707$10.82M0.0%+2.1%1.790%
8/7/2025 Campbell & CO Investment Adviser LLC39,160$389K0.0%N/A0.064%
8/7/2025 Connor Clark & Lunn Investment Management Ltd.10,759$107K0.0%N/A0.017%
8/6/2025 Savant Capital LLC28,085$279K0.0%+14.7%0.046%
8/5/2025 Versor Investments LP59,000$586K0.1%-20.8%0.096%
7/31/2025 State of New Jersey Common Pension Fund D216,961$2.15M0.0%+12.9%0.352%
7/31/2025 AlphaQuest LLC41,652$414K0.0%-36.2%0.068%
7/25/2025 CWM LLC20,287$201K0.0%+51.5%0.033%
7/23/2025 Rosenthal Henry Capital Advisors Inc.190,687$1.89M1.9%-1.7%0.310%
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7/23/2025 KLP Kapitalforvaltning AS10,100$100K0.0%-26.3%0.016%
7/17/2025 SummerHaven Investment Management LLC91,792$911K0.6%+1.8%0.149%
7/10/2025 Wealth Enhancement Advisory Services LLC29,052$311K0.0%+94.9%0.047%
6/18/2025Voya Investment Management LLC19,324$184K0.0%-10.1%0.031%
5/29/2025 Rhumbline Advisers91,292$869K0.0%-4.5%0.148%
5/28/2025 Strs Ohio57,500$547K0.0%N/A0.093%
5/21/2025 Acadian Asset Management LLC33,390$316K0.0%N/A0.054%
5/19/2025Jane Street Group LLC144,919$1.38M0.0%+158.2%0.235%
5/16/2025 Empowered 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%
5/16/2025 Dynamic 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%
5/16/2025 AlTi 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%
5/15/2025 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%
5/14/2025Rafferty 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%
5/14/2025Hotchkis & 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%
5/14/2025Wellington 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 Cantonalbank15,442$147K0.0%-49.9%0.025%
5/6/2025 Princeton Capital Management LLC20,041$191K0.1%+17.6%0.033%
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%
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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%
(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 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 Geode Capital Management LLC ($15.54M).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 139 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), Assenagon Asset Management S.A. ($1.28M), Boston Partners ($1.06M), Rhino Investment Partners Inc ($548.51K), Hotchkis & Wiley Capital Management LLC ($525.06K), Nuveen LLC ($510.66K), and Raymond James Financial Inc. ($509.69K).

How much institutional buying is happening at Heritage Commerce?

Institutional investors have bought a total of 9,598,005 shares in the last 24 months. This purchase volume represents approximately $91.99M 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 5,715,962 shares in the last 24 months. This volume of shares sold represents approximately $54.74M in transactions.


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This page (NASDAQ:HTBK) was last updated on 8/14/2025 by MarketBeat.com Staff
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