Heritage Insurance Holdings, Inc. (HRTG) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

30,892,754Shares Outstanding

79,280Shares held by institutions

$1,952,666Value of institutional holdings

60.83%Institutional ownership %

3.94%Shares Changed QoQ

186No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Heritage Insurance Holdings, Inc. (NYSE:HRTG) currently has 186 active institutional owners and shareholders as of today (December 2025), that have filed 13F forms with the Securities Exchange Commission (SEC).

The collective stake of institutional investors in Heritage Insurance Holdings moved to 60.8% in December 2025, a shift up from the 60.5% reported for September 2025.
The company experienced a 3.94% quarterly change in institutional shares held, alongside an increase of 53.72% in total owners annually.
Among the 186 institutional holders of Heritage Insurance Holdings, 121 added to their stakes while 48 trimmed their positions and 17 held steady.
This class of investors increased its holdings in Heritage Insurance Holdings to 18.79Mn shares for the 13F-cycle ending December 2025, up by 713.12K shares quarter on quarter, and up 1.95Mn shares year over year.
The top institutional stake in Heritage Insurance Holdings as of December 31, 2025 belongs to BlackRock, Inc., which owns 2.21Mn shares, or 7.17% of the company.
Among the most significant buyers of Heritage Insurance Holdings during December 2025 were BlackRock, Inc. (289.44K), VANGUARD GROUP INC (234.30K), PRUDENTIAL FINANCIAL INC (143.03K), Nuveen, LLC (109.31K), Qube Research & Technologies Ltd (102.66K).
Leading sellers of Heritage Insurance Holdings stock in December 2025 included MARSHALL WACE, LLP (496.88K), MILLENNIUM MANAGEMENT LLC (204.73K), ARROWSTREET CAPITAL, LIMITED PARTNERSHIP (99.60K), CITADEL ADVISORS LLC (95.15K), JANE STREET GROUP, LLC (92.93K).
The top 10 institutional holders of Heritage Insurance Holdings for the quarter ending December 2025 included BlackRock, Inc. (2.21Mn), VANGUARD GROUP INC (1.88Mn), DIMENSIONAL FUND ADVISORS LP (1.21Mn), AMERICAN CENTURY COMPANIES INC (926.78K), PRUDENTIAL FINANCIAL INC (834.92K), GEODE CAPITAL MANAGEMENT, LLC (665.90K), Connor, Clark & Lunn Investment Management Ltd. (580.32K), MARSHALL WACE, LLP (527.48K), STATE STREET CORP (507.58K), ACADIAN ASSET MANAGEMENT LLC (469.29K).

186 Institutional Holders

79,280 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	2,213,730	289,443	15.04%	$64,773,739.00
VANGUARD GROUP INC	31 Dec, 2025	1,881,027	234,296	14.23%	$55,038,849.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	1,210,044	-51,745	-4.10%	$35,405,834.00
AMERICAN CENTURY COMPANIES INC	31 Dec, 2025	926,776	38,324	4.31%	$27,117,466.00
PRUDENTIAL FINANCIAL INC	31 Dec, 2025	834,918	143,025	20.67%	$24,429,701.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	665,902	34,996	5.55%	$19,486,246.00
Connor, Clark & Lunn Investment Management Ltd.	31 Dec, 2025	580,323	-45,871	-7.33%	$16,980,251.00
MARSHALL WACE, LLP	31 Dec, 2025	527,479	-496,878	-48.51%	$15,434,035.00
STATE STREET CORP	31 Dec, 2025	507,577	52,041	11.42%	$14,851,703.00
ACADIAN ASSET MANAGEMENT LLC	31 Dec, 2025	469,292	11,830	2.59%	$13,726.00
Assenagon Asset Management S.A.	31 Dec, 2025	462,481	406	0.09%	$13,532,194.00
AQR CAPITAL MANAGEMENT LLC	31 Dec, 2025	417,428	17,431	4.36%	$12,213,943.00
Pacific Ridge Capital Partners, LLC	31 Dec, 2025	371,953	-86,976	-18.95%	$10,883,345.00
JACOBS LEVY EQUITY MANAGEMENT, INC	31 Dec, 2025	343,744	-80,288	-18.93%	$10,057,949.00
UBS Group AG	31 Dec, 2025	302,409	12,582	4.34%	$8,848,488.00
Qube Research & Technologies Ltd	31 Dec, 2025	292,183	102,662	54.17%	$8,549,275.00
MORGAN STANLEY	31 Dec, 2025	272,454	-90,755	-24.99%	$7,972,027.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	255,174	51,335	25.18%	$7,466,391.00
BRIDGEWAY CAPITAL MANAGEMENT, LLC	31 Dec, 2025	248,801	7,537	3.12%	$7,279,917.00
NORTHERN TRUST CORP	31 Dec, 2025	232,298	14,531	6.67%	$6,797,039.00

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