Go Pro
→ Trump Takes Emergency Action - Plus Elon Musk's New Venture (From Altimetry) (Ad)tc pixel Free HTBK Stock Alerts

Heritage Commerce (HTBK) Institutional Ownership

Heritage Commerce logo
$13.45 0.00 (0.00%)
As of 07/17/2026
Compare

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

Current
Institutional Ownership
Percentage
75.55%
Number of
Institutional Buyers
(last 12 months)
117
Total
Institutional Inflows
(last 12 months)
$157.91M
Number of
Institutional Sellers
(last 12 months)
65
Total
Institutional Outflows
(last 12 months)
$52.51M
Get HTBK Insider Trade Alerts

Want to know when executives and insiders are buying or selling Heritage Commerce stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

HTBK Institutional Buying and Selling by Quarter

Heritage Commerce Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/3/2026Parallel 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 Company 1,217,843$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%
5/14/2026Lido Advisors LLC78,895$995K0.0%-9.3%0.128%
5/13/2026Transmarket Holdings LP47,152$588K0.3%N/A0.077%
5/8/2026PNC Financial Services Group Inc.4,739$59K0.0%+42.1%0.008%
5/7/2026AlTi 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%
5/7/2026Parallel Advisors LLC6,941$87K0.0%+170.7%0.011%
5/5/2026Bank of New York Mellon Corp387,771$4.84M0.0%+2.3%0.630%
5/4/2026ABC Arbitrage SA466,416$5.82M0.8%-19.7%0.757%
5/4/2026Bleakley Financial Group LLC36,522$456K0.0%+7.6%0.059%
5/4/2026Principal Financial Group Inc.128,044$1.60M0.0%N/A0.208%
4/29/2026Credit Industriel ET Commercial29,617$370K0.0%N/A0.048%
4/27/2026Chicago Capital Management LLC14,014$175K0.0%N/A0.023%
4/27/2026 Y Intercept Hong Kong Ltd60,055$749K0.0%N/A0.098%
4/25/2026Strs Ohio42,200$527K0.0%-21.1%0.069%
4/22/2026Sterling 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%
4/16/2026SG 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%
Your $29.97 book is free today (Ad)

Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options can give you up to 12 times the leverage of stocks — with a fraction of the capital tied up. This free guide lays it all out in plain English — from A to Z, with step-by-step examples you can follow in your own account.tc pixel

Normally $29.97. Today it's free. Grab your copy now.
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%
2/16/2026Panagora Asset Management Inc.155,389$1.87M0.0%+2.7%0.252%
2/16/2026Mariner LLC72,748$874K0.0%+5.7%0.118%
2/16/2026Icon 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%
2/13/2026AlTi 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%
2/13/2026Police & Firemen s Retirement System of New Jersey14,539$175K0.0%-19.0%0.024%
2/13/2026State Street Corp1,969,703$23.66M0.0%-10.9%3.200%
2/13/2026Ieq Capital LLC108,572$1.30M0.0%+34.6%0.176%
2/13/2026Boston 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%
2/11/2026State of Wyoming6,447$77K0.0%N/A0.011%
2/10/2026Lido 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%
2/10/2026Eurizon Capital SGR S.p.A.14,493$175K0.0%N/A0.024%
2/10/2026Savant Capital LLC13,543$163K0.0%-65.4%0.022%
Your $29.97 book is free today (Ad)

Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options can give you up to 12 times the leverage of stocks — with a fraction of the capital tied up. This free guide lays it all out in plain English — from A to Z, with step-by-step examples you can follow in your own account.tc pixel

Normally $29.97. Today it's free. Grab your copy now.
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%
2/9/2026Bleakley Financial Group LLC33,949$408K0.0%+14.6%0.055%
2/9/2026Clearstead Advisors LLC3,599$43K0.0%+129.5%0.006%
2/6/2026Larson Financial Group LLC7,365$88K0.0%+31.0%0.012%
2/5/2026Abacus Wealth Partners LLC44,769$538K0.1%N/A0.073%
2/4/2026Versor Investments LP740,090$8.89M1.4%+904.2%1.208%
2/4/2026ABC Arbitrage SA580,752$6.98M0.6%N/A0.948%
2/2/2026Strs Ohio53,500$643K0.0%-10.2%0.087%
2/2/2026Robertson Stephens Wealth Management LLC92,556$1.11M0.0%-19.4%0.151%


HTBK Institutional Ownership - Frequently Asked Questions

During the previous two years, 199 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 173 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 14,080,591 shares in the last 24 months. This purchase volume represents approximately $157.91M in transactions.

Of the 65 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 4,827,901 shares in the last 24 months. This volume of shares sold represents approximately $52.51M in transactions.


Related Companies

This page (NASDAQ:HTBK) was last updated on 7/21/2026 by MarketBeat.com Staff.
From Our Partners
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel
Elon’s new "tollbooth"
The SpaceX IPO was valued at $1.75 trillion. But one analyst says fighting over those shares may be the wrong ...
Weiss Ratings | Sponsoredtc pixel
Elon's new "super startup"
Adam O'Dell - the analyst who recommended Palantir before it became the top S&P 500 performer - has identified...
Banyan Hill Publishing | Sponsoredtc pixel