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Heritage Commerce (HTBK) Institutional Ownership

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$10.57 +0.33 (+3.22%)
Closing price 04:00 PM Eastern
Extended Trading
$10.56 -0.01 (-0.05%)
As of 04:04 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
104
Total
Institutional Inflows
(last 12 months)
$96.55M
Number of
Institutional Sellers
(last 12 months)
58
Total
Institutional Outflows
(last 12 months)
$52.47M
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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
6/18/2025Voya 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%
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5/8/2025US Bancorp DE5,789$55K0.0%+66.7%0.009%
5/7/2025Zurcher Kantonalbank Zurich Cantonalbank 15,442$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%
5/6/2025Y Intercept Hong Kong Ltd38,598$367K0.0%+266.6%0.063%
5/5/2025Allianz Asset Management GmbH34,700$330K0.0%+12.3%0.056%
5/1/2025New York State Common Retirement Fund15,886$151K0.0%-14.5%0.026%
4/30/2025Cerity Partners LLC148,300$1.41M0.0%+1.9%0.241%
4/30/2025Alps Advisors Inc.70,237$669K0.0%-3.5%0.114%
4/30/2025Rosenthal Henry Capital Advisors Inc.193,917$1.85M1.9%-4.9%0.315%
4/29/2025Bank of New York Mellon Corp411,640$3.92M0.0%-1.3%0.668%
4/16/2025Wealth Enhancement Advisory Services LLC14,905$142K0.0%-39.7%0.024%
4/16/2025SummerHaven Investment Management LLC90,202$859K0.6%+1.7%0.146%
4/15/2025Assenagon Asset Management S.A.198,872$1.89M0.0%-57.1%0.323%
4/10/2025Hennion & Walsh Asset Management Inc.47,856$456K0.0%+29.9%0.078%
4/8/2025Rhumbline Advisers91,292$869K0.0%-4.5%0.149%
4/7/2025GAMMA Investing LLC23,610$2.48M0.0%+771.9%0.038%
3/24/2025Wellington Management Group LLP2,302,615$21.60M0.0%+13.2%3.748%
3/17/2025Wealth Enhancement Advisory Services LLC24,736$232K0.0%+52.1%0.040%
2/18/2025PharVision Advisers LLC13,355$125K0.1%N/A0.022%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC130,809$1.23M0.0%+18.0%0.213%
2/17/2025Squarepoint Ops LLC23,082$217K0.0%N/A0.038%
2/17/2025Two Sigma Advisers LP456,502$4.28M0.0%-2.4%0.745%
2/17/2025Two Sigma Investments LP420,243$3.94M0.0%-15.6%0.686%
2/17/2025Rafferty Asset Management LLC73,037$685K0.0%-19.2%0.119%
2/17/2025Point72 Asset Management L.P.27,017$253K0.0%+149.3%0.044%
2/17/2025ProShare Advisors LLC16,785$157K0.0%+49.0%0.027%
2/17/2025Quantinno Capital Management LP11,099$104K0.0%N/A0.018%
2/17/2025Nuveen Asset Management LLC513,305$4.82M0.0%+0.9%0.837%
2/17/2025Occudo Quantitative Strategies LP30,485$286K0.1%+42.9%0.050%
2/17/2025Millennium Management LLC200,522$1.88M0.0%N/A0.327%
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.33,920$318K0.0%+3.4%0.055%
2/17/2025Focus Partners Wealth35,464$333K0.0%+104.9%0.058%
2/17/2025FJ Capital Management LLC3,040,806$28.52M3.3%-16.4%4.961%
2/17/2025Deutsche Bank AG60,859$571K0.0%+42.0%0.099%
2/17/2025Cubist Systematic Strategies LLC63,154$592K0.0%N/A0.103%
2/17/2025Bridgeway Capital Management LLC290,811$2.73M0.1%+2.7%0.474%
2/17/2025Brevan Howard Capital Management LP13,910$130K0.0%N/A0.023%
2/17/2025Balyasny Asset Management L.P.22,321$209K0.0%N/A0.036%
2/17/2025Bank of America Corp DE113,160$1.06M0.0%-5.6%0.185%
2/17/2025BNP Paribas Financial Markets61,571$578K0.0%-7.7%0.100%
2/17/2025Ategra Capital Management LLC369,321$3.46M2.3%-56.4%0.602%
2/17/2025AlTi Global Inc.654,175$6.14M0.1%+0.9%1.067%
2/14/2025Jane Street Group LLC56,118$526K0.0%-45.8%0.092%
2/14/2025PDT Partners LLC22,383$210K0.0%N/A0.037%
2/14/2025Northern Trust Corp589,814$5.53M0.0%+1.0%0.962%
2/14/2025The Manufacturers Life Insurance Company1,307,183$12.26M0.0%-0.7%2.132%
2/14/2025Public Employees Retirement Association of Colorado37,916$356K0.0%-7.5%0.062%
2/14/2025Quarry LP3,153$30K0.0%+562.4%0.005%
2/14/2025Aquatic Capital Management LLC23,525$221K0.0%N/A0.038%
I was wrong about Trump (Ad)

I made a mistake. A mistake I feel very foolish about. After speaking with Donald Trump and some of his advisors, I believed him. I believed the promise that he would finally confront the single most dangerous threat to American life. That he would fix the ticking time bomb I’ve been warning about for 15 years. But I was wrong.

Let me show you exactly what we’re doing to prepare.
2/14/2025Oxford Asset Management LLP10,728$101K0.1%N/A0.018%
2/14/2025Susquehanna Fundamental Investments LLC51,022$479K0.0%N/A0.083%
2/14/2025Two Sigma Securities LLC10,355$97K0.0%N/A0.017%
2/14/2025Voya Investment Management LLC21,500$202K0.0%-6.0%0.035%
2/14/2025Price T Rowe Associates Inc. MD22,600$212K0.0%+16.7%0.037%
2/14/2025Stifel Financial Corp13,932$131K0.0%N/A0.023%
2/14/2025Tower Research Capital LLC TRC14,471$136K0.0%+34.1%0.024%
2/14/2025MetLife Investment Management LLC38,656$363K0.0%+13.9%0.063%
2/14/2025Dimensional Fund Advisors LP3,392,688$31.82M0.0%+4.0%5.535%
2/14/2025First Trust Advisors LP38,379$360K0.0%+3.5%0.063%
(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, 175 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 ($22.51M), State Street Corp ($19.42M), JPMorgan Chase & Co. ($19.20M), and Geode Capital Management LLC ($13.39M).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 142 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. ($1.33M), Boston Partners ($1.01M), Rhino Investment Partners Inc ($548.51K), Hotchkis & Wiley Capital Management LLC ($525.06K), Nuveen LLC ($510.66K), and Raymond James Financial Inc. ($465.12K).

How much institutional buying is happening at Heritage Commerce?

Institutional investors have bought a total of 10,210,200 shares in the last 24 months. This purchase volume represents approximately $96.55M in transactions.

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

Of the 58 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 ($1.27M), Assenagon Asset Management S.A. ($996.49K), Boston Partners ($484.30K), Ategra Capital Management LLC ($478.48K), JPMorgan Chase & Co. ($298.65K), 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 5,519,074 shares in the last 24 months. This volume of shares sold represents approximately $52.47M in transactions.


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This page (NASDAQ:HTBK) was last updated on 7/2/2025 by MarketBeat.com Staff
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