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Heritage Commerce (HTBK) Institutional Ownership

Heritage Commerce logo
$13.45 0.00 (0.00%)
As of 06/26/2026
Compare

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

Current
Institutional Ownership
Percentage
75.55%
Number of
Institutional Buyers
(last 12 months)
118
Total
Institutional Inflows
(last 12 months)
$158.06M
Number of
Institutional Sellers
(last 12 months)
65
Total
Institutional Outflows
(last 12 months)
$52.51M
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Skip Chart & View Institutional Buying and Selling Data

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
6/3/2026Parallel 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%
4/27/2026Y 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%
4/20/2026Assenagon 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%
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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%
2/16/2026Panagora 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%
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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%
2/9/2026Bleakley 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), Assenagon Asset Management S.A. ($1.50M), Balyasny Asset Management L.P. ($1.32M), Arrowstreet Capital Limited Partnership ($831.09K), and Versor Investments LP ($755.59K).

Institutional investors have bought a total of 14,096,328 shares in the last 24 months. This purchase volume represents approximately $158.06M 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.


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This page (NASDAQ:HTBK) was last updated on 6/30/2026 by MarketBeat.com Staff.
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