Heritage Commerce Corp (HTBK) Institutional Ownership

Ownership Summary

Heritage Commerce Corp (NASDAQ:HTBK) currently has 12 active institutional owners and shareholders as of today (December 2025), that have filed 13F forms with the Securities Exchange Commission (SEC).

• Heritage Commerce saw its institutional ownership percentage fell to 0.9% in December 2025 from 77.7% in September 2025.
• Institutional share ownership changed by 267.90% QoQ, while the number of institutional owners saw a decrease of 93.30% YoY.
• During the quarter, 7 institutions bought more Heritage Commerce shares, 2 sold shares, and 3 of the 12 total investors held their position steady.
• Collectively, institutional investors increased their stake in Heritage Commerce to 546.62K shares as of December 2025, a change that is up by 398.04K shares quarter on quarter and down 46.29Mn shares year over year.
• With 417.13K shares, Assenagon Asset Management S.A. commands the largest institutional position in Heritage Commerce as of December 31, 2025, equating to 0.67% of the company.
• Among the most significant buyers of Heritage Commerce during December 2025 were Assenagon Asset Management S.A. (417.13K), Diversified Trust Co (2.89K), NorthCrest Asset Manangement, LLC (522), GAMMA Investing LLC (389), SIGNATUREFD, LLC (157).
• Leading sellers of Heritage Commerce stock in December 2025 included Hennion & Walsh Asset Management, Inc. (22.20K), NISA INVESTMENT ADVISORS, LLC (959).
• The top 10 institutional holders of Heritage Commerce for the quarter ending December 2025 included Assenagon Asset Management S.A. (417.13K), SG Americas Securities, LLC (36.28K), Hennion & Walsh Asset Management, Inc. (35.27K), Diversified Trust Co (23.36K), NorthCrest Asset Manangement, LLC (12.81K), NISA INVESTMENT ADVISORS, LLC (7.43K), SIGNATUREFD, LLC (5.15K), PFS Partners, LLC (4.82K), GAMMA Investing LLC (3.50K), MassMutual Private Wealth & Trust, FSB (421).