Free Trial
Memorial Day Savings! Save $100 on MarketBeat All Access
Claim Your Discount
Claim MarketBeat All Access Sale Promotion

Heritage Commerce (HTBK) Institutional Ownership

Heritage Commerce logo
$13.45 0.00 (0.00%)
As of 05/15/2026

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

Current
Institutional Ownership
Percentage
75.55%
Number of
Institutional Buyers
(last 12 months)
121
Total
Institutional Inflows
(last 12 months)
$158.88M
Number of
Institutional Sellers
(last 12 months)
66
Total
Institutional Outflows
(last 12 months)
$52.57M
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.

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026Bank of America Corp DE211,015$2.63M0.0%+90.8%0.343%
5/18/2026Amundi31,842$397K0.0%N/A0.052%
5/18/2026 Royal Bank of Canada115,742$1.45M0.0%+0.8%0.188%
5/18/2026 Empowered Funds LLC118,810$1.48M0.0%-49.6%0.193%
5/16/2026 The Manufacturers Life Insurance Company 1,217,843$15.20M0.0%-1.4%1.977%
5/16/2026 Quantinno Capital Management LP72,857$909K0.0%+42.7%0.118%
5/16/2026 SummitTX Capital L.P.580,179$7.24M0.2%+15.1%0.942%
5/15/2026 Jacobs Asset Management LLC262,500$3.28M2.0%+31.3%0.426%
5/15/2026 Entropy Technologies LP12,856$160K0.0%N/A0.021%
5/14/2026 Renaissance Technologies LLC390,000$4.87M0.0%-16.1%0.633%
5/14/2026 Arrowstreet Capital Limited Partnership1,009,756$12.60M0.0%+134.6%1.639%
5/14/2026 Sei 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%
5/7/2026 Dimensional 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%
2/23/2026 Virtu Financial LLC10,145$122K0.0%N/A0.016%
2/19/2026 Invesco Ltd.117,562$1.41M0.0%-15.6%0.191%
2/18/2026 Mercer Global Advisors Inc. ADV28,898$347K0.0%+26.2%0.047%
2/18/2026 State of Tennessee Department of Treasury48,960$623K0.0%N/A0.080%
2/18/2026 Empowered Funds LLC235,515$2.83M0.0%+10.7%0.383%
2/18/2026 XTX Topco Ltd21,875$263K0.0%-48.1%0.036%
2/18/2026 Zacks Investment Management11,321$136K0.0%N/A0.018%
2/18/2026 VARCOV Co.29,284$352K0.1%N/A0.048%
2/18/2026 Water Island Capital LLC33,924$407K0.0%N/A0.055%
2/18/2026 SummitTX Capital L.P.504,206$6.06M0.2%N/A0.819%
2/18/2026 Susquehanna Fundamental Investments LLC13,784$166K0.0%-51.8%0.022%
Your book is inside (Ad)

The "Sucker's Bet" Most New Options Traders Fall For Most people who try options lose money the same way. They don't know the rules. They don't know what to avoid. And they hand their account to Wall Street on a silver platter. Normally $29.97. Free today.tc pixel

2/18/2026 Odyssean LLC18,330$220K0.2%N/A0.030%
2/18/2026 Millennium Management LLC78,079$938K0.0%-26.7%0.127%
2/18/2026 Balyasny Asset Management L.P.1,301,168$15.63M0.0%N/A2.114%
2/18/2026 Bridgeway Capital Management LLC367,979$4.42M0.1%+6.6%0.598%
2/17/2026 AQR Arbitrage LLC409,465$4.92M0.1%N/A0.665%
2/17/2026 AQR Capital Management LLC836,050$10.04M0.0%+22.1%1.358%
2/17/2026 Trexquant Investment LP64,389$773K0.0%+54.4%0.105%
2/17/2026 Price T Rowe Associates Inc. MD34,386$413K0.0%+9.2%0.056%
2/17/2026 Captrust Financial Advisors12,597$151K0.0%+16.9%0.020%
2/17/2026 Royal Bank of Canada114,821$1.38M0.0%-1.5%0.187%
2/16/2026 Verition 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%
2/16/2026 Mariner LLC72,748$874K0.0%+5.7%0.118%
2/16/2026 Icon Wealth Advisors LLC20,186$242K0.0%+34.3%0.033%
2/16/2026 Jacobs Asset Management LLC200,000$2.40M1.3%N/A0.325%
2/16/2026 Kennedy Capital Management LLC1,003,248$12.05M0.3%+20.0%1.630%
2/16/2026 Barclays PLC209,735$2.52M0.0%+4.6%0.341%
2/13/2026 The Manufacturers Life Insurance Company 1,235,007$14.83M0.0%-2.4%2.006%
2/13/2026 CANADA 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%
2/13/2026 Stifel Financial Corp72,585$872K0.0%+365.9%0.118%
2/13/2026 First Trust Capital Management L.P.1,550,000$18.62M1.1%N/A2.518%
2/13/2026 Rafferty Asset Management LLC46,332$556K0.0%-48.5%0.075%
2/13/2026 First Trust Advisors LP25,032$301K0.0%-27.9%0.041%
2/13/2026 Charles 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%
2/13/2026 Ieq Capital LLC108,572$1.30M0.0%+34.6%0.176%
2/13/2026 Boston Partners1,567,432$18.95M0.0%-6.5%2.546%
2/13/2026 Martingale Asset Management L P53,136$638K0.0%N/A0.086%
2/13/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC85,266$1.02M0.0%+11.9%0.139%
2/13/2026 Wells Fargo & Company MN95,965$1.15M0.0%+26.4%0.156%
2/12/2026 Orion Porfolio Solutions LLC24,579$295K0.0%+17.4%0.040%
2/12/2026 MetLife Investment Management LLC31,238$375K0.0%-7.8%0.051%
2/12/2026 State Board of Administration of Florida Retirement System163,765$1.97M0.0%-14.7%0.267%
2/12/2026 Renaissance Technologies LLC464,700$5.58M0.0%-4.9%0.758%
2/12/2026 Dimensional Fund Advisors LP3,273,142$39.31M0.0%-3.3%5.341%
2/12/2026 Gardner Lewis Asset Management L P28,315$340K0.1%N/A0.046%
2/12/2026 Nuveen LLC666,399$8.00M0.0%-10.8%1.087%
2/11/2026 Empowered Funds LLC235,515$2.83M0.0%+10.7%0.384%
2/11/2026 Cerity Partners LLC178,564$2.15M0.0%+6.5%0.291%
2/11/2026Brandywine Global Investment Management LLC36,730$441K0.0%+17.3%0.060%
2/11/2026 JPMorgan Chase & Co.1,652,912$19.85M0.0%-12.3%2.697%
2/11/2026 Globeflex 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%
2/10/2026 Goldman 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%
2/10/2026 Savant Capital LLC13,543$163K0.0%-65.4%0.022%
2/10/2026 Intech Investment Management LLC24,843$298K0.0%-16.4%0.041%
$30 stock to buy before Starlink goes public (WATCH NOW!) (Ad)

In the next 3 minutes… James Altucher – legendary investor and venture capitalist… And someone who’s known for playing his cards “close to the vest”… Is going to give you the name and ticker symbol of a company he believes will skyrocket thanks to the coming Starlink IPO…tc pixel

Click here to watch this short 3-minute video now.
2/9/2026 Geode 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%
2/6/2026 Larson 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%
1/30/2026 State of New Jersey Common Pension Fund D210,631$2.53M0.0%-3.6%0.344%


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 14,182,841 shares in the last 24 months. This purchase volume represents approximately $158.88M in transactions.

Of the 66 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 4,834,376 shares in the last 24 months. This volume of shares sold represents approximately $52.57M in transactions.



This page (NASDAQ:HTBK) was last updated on 5/19/2026 by MarketBeat.com Staff.
From Our Partners