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Heritage Commerce (HTBK) Institutional Ownership

Heritage Commerce logo
$13.45 0.00 (0.00%)
As of 08/7/2026
Compare

Institutional Ownership Changes (13F Filings) for Heritage Commerce (NASDAQ:HTBK)

Current
Institutional Ownership
Percentage
75.55%
Number of
Institutional Buyers
(last 12 months)
115
Total
Institutional Inflows
(last 12 months)
$155.50M
Number of
Institutional Sellers
(last 12 months)
62
Total
Institutional Outflows
(last 12 months)
$51.88M
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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
6/3/2026 Parallel Advisors LLC6,941$87K0.0%+170.7%0.011%
5/19/2026Bank of America Corp DE211,015$2.63M0.0%+90.8%0.343%
5/18/2026Amundi31,842$397K0.0%N/A0.052%
5/18/2026Royal Bank of Canada115,742$1.45M0.0%+0.8%0.188%
5/18/2026Empowered Funds LLC118,810$1.48M0.0%-49.6%0.193%
5/16/2026The Manufacturers Life Insurance Company1,217,843$15.20M0.0%-1.4%1.977%
5/16/2026Quantinno Capital Management LP72,857$909K0.0%+42.7%0.118%
5/16/2026SummitTX Capital L.P.580,179$7.24M0.2%+15.1%0.942%
5/15/2026Jacobs Asset Management LLC262,500$3.28M2.0%+31.3%0.426%
5/15/2026Entropy Technologies LP12,856$160K0.0%N/A0.021%
5/14/2026Renaissance Technologies LLC390,000$4.87M0.0%-16.1%0.633%
5/14/2026Arrowstreet Capital Limited Partnership1,009,756$12.60M0.0%+134.6%1.639%
5/14/2026Sei Investments Co.104,973$1.31M0.0%+22.0%0.170%
5/14/2026 Lido Advisors LLC78,895$995K0.0%-9.3%0.128%
5/13/2026 Transmarket Holdings LP47,152$588K0.3%N/A0.077%
5/8/2026 PNC Financial Services Group Inc.4,739$59K0.0%+42.1%0.008%
5/7/2026 AlTi Global Inc.561,671$7.08M0.2%-8.2%0.912%
5/7/2026Dimensional Fund Advisors LP3,395,041$42.37M0.0%+3.7%5.512%
5/7/2026 Parallel Advisors LLC6,941$87K0.0%+170.7%0.011%
5/5/2026 Bank of New York Mellon Corp387,771$4.84M0.0%+2.3%0.630%
5/4/2026 ABC Arbitrage SA466,416$5.82M0.8%-19.7%0.757%
5/4/2026 Bleakley Financial Group LLC36,522$456K0.0%+7.6%0.059%
5/4/2026 Principal Financial Group Inc.128,044$1.60M0.0%N/A0.208%
4/29/2026 Credit Industriel ET Commercial29,617$370K0.0%N/A0.048%
4/27/2026 Chicago Capital Management LLC14,014$175K0.0%N/A0.023%
4/27/2026 Y Intercept Hong Kong Ltd60,055$749K0.0%N/A0.098%
4/25/2026 Strs Ohio42,200$527K0.0%-21.1%0.069%
4/22/2026 Sterling Capital Management LLC1,986$25K0.0%-42.5%0.003%
4/20/2026 Assenagon Asset Management S.A.61,453$767K0.0%-85.3%0.100%
4/16/2026 SG Americas Securities LLC69,624$869K0.0%+91.9%0.113%
2/23/2026Virtu Financial LLC10,145$122K0.0%N/A0.016%
2/19/2026Invesco Ltd.117,562$1.41M0.0%-15.6%0.191%
2/18/2026Mercer Global Advisors Inc. ADV28,898$347K0.0%+26.2%0.047%
2/18/2026State of Tennessee Department of Treasury48,960$623K0.0%N/A0.080%
2/18/2026Empowered Funds LLC235,515$2.83M0.0%+10.7%0.383%
2/18/2026XTX Topco Ltd21,875$263K0.0%-48.1%0.036%
2/18/2026Zacks Investment Management11,321$136K0.0%N/A0.018%
2/18/2026VARCOV Co.29,284$352K0.1%N/A0.048%
2/18/2026Water Island Capital LLC33,924$407K0.0%N/A0.055%
2/18/2026SummitTX Capital L.P.504,206$6.06M0.2%N/A0.819%
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2/18/2026Susquehanna Fundamental Investments LLC13,784$166K0.0%-51.8%0.022%
2/18/2026Odyssean LLC18,330$220K0.2%N/A0.030%
2/18/2026Millennium Management LLC78,079$938K0.0%-26.7%0.127%
2/18/2026Balyasny Asset Management L.P.1,301,168$15.63M0.0%N/A2.114%
2/18/2026Bridgeway Capital Management LLC367,979$4.42M0.1%+6.6%0.598%
2/17/2026AQR Arbitrage LLC409,465$4.92M0.1%N/A0.665%
2/17/2026AQR Capital Management LLC836,050$10.04M0.0%+22.1%1.358%
2/17/2026Trexquant Investment LP64,389$773K0.0%+54.4%0.105%
2/17/2026Price T Rowe Associates Inc. MD34,386$413K0.0%+9.2%0.056%
2/17/2026Captrust Financial Advisors12,597$151K0.0%+16.9%0.020%
2/17/2026Royal Bank of Canada114,821$1.38M0.0%-1.5%0.187%
2/16/2026Verition Fund Management LLC16,700$201K0.0%-48.3%0.027%
2/16/2026 Panagora Asset Management Inc.155,389$1.87M0.0%+2.7%0.252%
2/16/2026Mariner LLC72,748$874K0.0%+5.7%0.118%
2/16/2026 Icon Wealth Advisors LLC20,186$242K0.0%+34.3%0.033%
2/16/2026Jacobs Asset Management LLC200,000$2.40M1.3%N/A0.325%
2/16/2026Kennedy Capital Management LLC1,003,248$12.05M0.3%+20.0%1.630%
2/16/2026Barclays PLC209,735$2.52M0.0%+4.6%0.341%
2/13/2026The Manufacturers Life Insurance Company 1,235,007$14.83M0.0%-2.4%2.006%
2/13/2026CANADA LIFE ASSURANCE Co12,181$146K0.0%+8.1%0.020%
2/13/2026 AlTi Global Inc.611,671$7.35M0.2%-6.9%0.994%
2/13/2026Stifel Financial Corp72,585$872K0.0%+365.9%0.118%
2/13/2026First Trust Capital Management L.P.1,550,000$18.62M1.1%N/A2.518%
2/13/2026Rafferty Asset Management LLC46,332$556K0.0%-48.5%0.075%
2/13/2026First Trust Advisors LP25,032$301K0.0%-27.9%0.041%
2/13/2026Charles Schwab Investment Management Inc.505,200$6.07M0.0%+0.2%0.821%
2/13/2026 Police & Firemen s Retirement System of New Jersey14,539$175K0.0%-19.0%0.024%
2/13/2026 State Street Corp1,969,703$23.66M0.0%-10.9%3.200%
2/13/2026Ieq Capital LLC108,572$1.30M0.0%+34.6%0.176%
2/13/2026 Boston Partners1,567,432$18.95M0.0%-6.5%2.546%
2/13/2026Martingale Asset Management L P53,136$638K0.0%N/A0.086%
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC85,266$1.02M0.0%+11.9%0.139%
2/13/2026Wells Fargo & Company MN95,965$1.15M0.0%+26.4%0.156%
2/12/2026Orion Porfolio Solutions LLC24,579$295K0.0%+17.4%0.040%
2/12/2026MetLife Investment Management LLC31,238$375K0.0%-7.8%0.051%
2/12/2026State Board of Administration of Florida Retirement System163,765$1.97M0.0%-14.7%0.267%
2/12/2026Renaissance Technologies LLC464,700$5.58M0.0%-4.9%0.758%
2/12/2026Dimensional Fund Advisors LP3,273,142$39.31M0.0%-3.3%5.341%
2/12/2026Gardner Lewis Asset Management L P28,315$340K0.1%N/A0.046%
2/12/2026Nuveen LLC666,399$8.00M0.0%-10.8%1.087%
2/11/2026Empowered Funds LLC235,515$2.83M0.0%+10.7%0.384%
2/11/2026Cerity Partners LLC178,564$2.15M0.0%+6.5%0.291%
2/11/2026Brandywine Global Investment Management LLC36,730$441K0.0%+17.3%0.060%
2/11/2026JPMorgan Chase & Co.1,652,912$19.85M0.0%-12.3%2.697%
2/11/2026Globeflex Capital L P5,507$66K0.0%N/A0.009%
2/11/2026 State of Wyoming6,447$77K0.0%N/A0.011%
2/10/2026 Lido Advisors LLC86,967$1.04M0.0%-26.6%0.142%
2/10/2026Goldman Sachs Group Inc.1,538,801$18.48M0.0%+44.4%2.511%
2/10/2026 Eurizon Capital SGR S.p.A.14,493$175K0.0%N/A0.024%
2/10/2026Savant Capital LLC13,543$163K0.0%-65.4%0.022%
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2/10/2026Intech Investment Management LLC24,843$298K0.0%-16.4%0.041%
2/9/2026Geode Capital Management LLC1,533,949$18.43M0.0%-2.7%2.503%
2/9/2026 Bleakley Financial Group LLC33,949$408K0.0%+14.6%0.055%
2/9/2026 Clearstead Advisors LLC3,599$43K0.0%+129.5%0.006%
2/6/2026Larson Financial Group LLC7,365$88K0.0%+31.0%0.012%
2/5/2026 Abacus Wealth Partners LLC44,769$538K0.1%N/A0.073%
2/4/2026 Versor Investments LP740,090$8.89M1.4%+904.2%1.208%
2/4/2026 ABC Arbitrage SA580,752$6.98M0.6%N/A0.948%
2/2/2026 Strs Ohio53,500$643K0.0%-10.2%0.087%
2/2/2026 Robertson Stephens Wealth Management LLC92,556$1.11M0.0%-19.4%0.151%


HTBK Institutional Ownership - Frequently Asked Questions

During the previous two years, 197 institutional investors and hedge funds held shares of Heritage Commerce. The most heavily invested institutionals were Dimensional Fund Advisors LP ($42.37M), Vanguard Group Inc. ($39.19M), State Street Corp ($23.66M), FJ Capital Management LLC ($23.28M), JPMorgan Chase & Co. ($19.85M), Boston Partners ($18.95M), and First Trust Capital Management L.P. ($18.62M).Learn more on Heritage Commerce's institutional investors.

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

Of the 170 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 ($4.07M), HoldCo Asset Management LP ($1.62M), First Trust Capital Management L.P. ($1.55M), Balyasny Asset Management L.P. ($1.32M), Arrowstreet Capital Limited Partnership ($831.09K), Versor Investments LP ($755.59K), and Rhino Investment Partners Inc ($731.51K).

Institutional investors have bought a total of 13,837,783 shares in the last 24 months. This purchase volume represents approximately $155.50M in transactions.

Of the 62 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: Wellington Management Group LLP ($1.27M), Hotchkis & Wiley Capital Management LLC ($376.22K), Assenagon Asset Management S.A. ($355.68K), JPMorgan Chase & Co. ($338.72K), State Street Corp ($241.07K), Panagora Asset Management Inc. ($150.79K), and Dimensional Fund Advisors LP ($150.46K).

Institutional investors have sold a total of 4,764,476 shares in the last 24 months. This volume of shares sold represents approximately $51.88M in transactions.


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Institutional ownership data for NASDAQ:HTBK is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 6/3/2026. New 13F filings are added each quarter as they're published.
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