Heritage Commerce Corp (HTBK) Institutional Ownership

Ownership Summary

According to SEC filings for the period ending September 2025, Heritage Commerce Corp (NASDAQ:HTBK) is held by 185 institutional firms.

• The percentage of Heritage Commerce owned by institutions changed from 74.9% in June 2025 to 78.6% in September 2025, marking a slight up trend.
• Quarterly data indicates a 6.52% shift in institutional share volume, and the annual owner count reflects an increase of 14.91%.
• A review of institutional activity for Heritage Commerce shows 115 of 185 filers increasing their positions, while 43 reduced their stake, and 27 remained unchanged.
• Collectively, institutional investors increased their stake in Heritage Commerce to 48.12Mn shares as of September 2025, a change that is up by 2.94Mn shares quarter on quarter and up 1.62Mn shares year over year.
• BlackRock, Inc. continues to be the largest institutional holder of Heritage Commerce as of September 30, 2025, with a position of 8.21Mn shares, representing 13.41% of the company's outstanding stock.
• Among the most significant buyers of Heritage Commerce during September 2025 were Boston Partners (574.07K), VANGUARD GROUP INC (390.98K), STATE STREET CORP (331.10K), JACOBS LEVY EQUITY MANAGEMENT, INC (327.14K), BlackRock, Inc. (285.62K).
• Leading sellers of Heritage Commerce stock in September 2025 included WELLINGTON MANAGEMENT GROUP LLP (1.27Mn), HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC (376.22K), GSA CAPITAL PARTNERS LLP (100.73K), UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC (100.43K), Rhino Investment Partners, Inc (78.34K).
• The top 10 institutional holders of Heritage Commerce for the quarter ending September 2025 included BlackRock, Inc. (8.21Mn), VANGUARD GROUP INC (3.95Mn), DIMENSIONAL FUND ADVISORS LP (3.39Mn), STATE STREET CORP (2.21Mn), JPMORGAN CHASE & CO (1.88Mn), WELLINGTON MANAGEMENT GROUP LLP (1.74Mn), Boston Partners (1.68Mn), HoldCo Asset Management, LP (1.62Mn), GEODE CAPITAL MANAGEMENT, LLC (1.58Mn), MANUFACTURERS LIFE INSURANCE COMPANY, THE (1.27Mn).