Heritage Commerce Corp (HTBK) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

61,241,667Shares Outstanding

2,404,036Shares held by institutions

$32,310,244Value of institutional holdings

80.25%Institutional ownership %

10.71%Shares Changed QoQ

187No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Recent 13F filings as of December 2025 show that 187 institutional investors hold a position in Heritage Commerce Corp (NASDAQ:HTBK).

Institutional ownership in Heritage Commerce edged up to 80.2% in December 2025, compared to 78.6% in September 2025.
The company experienced a 10.71% quarterly change in institutional shares held, alongside an increase of 4.47% in total owners annually.
The latest 13F cycle for Heritage Commerce reveals that of 187 total investors, 89 funds grew their exposure, whereas 66 reduced theirs and 32 made no changes.
The total number of shares held by institutions in Heritage Commerce increased to 49.15Mn as of December 2025, a net change of up by 4.75Mn shares quarter on quarter, and up 2.31Mn shares year over year.
BlackRock, Inc.'s holding of 8.34Mn shares as of December 31, 2025 makes it the primary institutional investor in Heritage Commerce, owning 13.62% of the stock.
Among the most significant buyers of Heritage Commerce during December 2025 were First Trust Capital Management L.P. (1.55Mn), BALYASNY ASSET MANAGEMENT L.P. (1.30Mn), Versor Investments LP (666.39K), Qube Research & Technologies Ltd (640.65K), ABC ARBITRAGE SA (580.75K).
Leading sellers of Heritage Commerce stock in December 2025 included Rhino Investment Partners, Inc (774.56K), VANGUARD GROUP INC (502.62K), TWO SIGMA INVESTMENTS, LP (297.81K), TWO SIGMA ADVISERS, LP (257.60K), STATE STREET CORP (241.07K).
The top 10 institutional holders of Heritage Commerce for the quarter ending December 2025 included BlackRock, Inc. (8.34Mn), VANGUARD GROUP INC (3.44Mn), DIMENSIONAL FUND ADVISORS LP (3.27Mn), STATE STREET CORP (1.97Mn), JPMORGAN CHASE & CO (1.65Mn), HoldCo Asset Management, LP (1.62Mn), Boston Partners (1.57Mn), First Trust Capital Management L.P. (1.55Mn), GOLDMAN SACHS GROUP INC (1.54Mn), GEODE CAPITAL MANAGEMENT, LLC (1.53Mn).

187 Institutional Holders

2,404,036 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	8,343,358	133,252	1.62%	$100,203,732.00
VANGUARD GROUP INC	31 Dec, 2025	3,444,057	-502,625	-12.74%	$41,363,124.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	3,273,142	-112,889	-3.33%	$39,310,885.00
STATE STREET CORP	31 Dec, 2025	1,969,703	-241,066	-10.90%	$23,656,133.00
JPMORGAN CHASE & CO	31 Dec, 2025	1,652,912	-230,793	-12.25%	$19,851,474.00
HoldCo Asset Management, LP	31 Dec, 2025	1,623,446	0	0.00%	$19,497,586.00
Boston Partners	31 Dec, 2025	1,567,432	-109,345	-6.52%	$18,945,860.00
First Trust Capital Management L.P.	31 Dec, 2025	1,550,000	1,550,000	0.00%	$18,615,500.00
GOLDMAN SACHS GROUP INC	31 Dec, 2025	1,538,801	473,132	44.40%	$18,480,995.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	1,533,949	-42,487	-2.70%	$18,427,392.00
BALYASNY ASSET MANAGEMENT L.P.	31 Dec, 2025	1,301,168	1,301,168	0.00%	$15,627,028.00
MANUFACTURERS LIFE INSURANCE COMPANY, THE	31 Dec, 2025	1,235,007	-30,326	-2.40%	$14,832,434.00
AMERICAN CENTURY COMPANIES INC	31 Dec, 2025	1,059,389	-18,413	-1.71%	$12,723,278.00
KENNEDY CAPITAL MANAGEMENT LLC	31 Dec, 2025	1,003,248	166,908	19.96%	$12,049,008.00
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	31 Dec, 2025	969,474	-10,150	-1.04%	$11,643,383.00
AQR CAPITAL MANAGEMENT LLC	31 Dec, 2025	836,050	151,231	22.08%	$10,040,962.00
ALLIANCEBERNSTEIN L.P.	31 Dec, 2025	763,246	85,000	12.53%	$9,166,584.00
Versor Investments LP	31 Dec, 2025	740,090	666,390	904.19%	$8,888,481.00
Qube Research & Technologies Ltd	31 Dec, 2025	702,361	640,652	1,038.18%	$8,435,356.00
Nuveen, LLC	31 Dec, 2025	666,399	-80,803	-10.81%	$8,003,452.00

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