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HTBK

HERITAGE COMMERCE CORP
$13.45 +0.00 (+0.00%) At close · Apr 21
Market Cap
$828.43M
Shares
61,593,284

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Holders: 194
Total Value: $676,522,083
Total Shares: 54,208,511
Showing 1–100 of 195 holdings by value · page 1 of 2

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 194 13F filers · Δ vs Dec 31, 2025
Top Holder
16.0%
Jun 2023 → Mar 2026 · range 16.0% – 18.8%
−0.8 pts
Top 5
35.9%
Jun 2023 → Mar 2026 · range 35.9% – 48.0%
−1.8 pts
Top 10
51.1%
Jun 2023 → Mar 2026 · range 51.1% – 63.6%
−2.4 pts
HHI
464
Jun 2023 → Mar 2026 · range 464 – 671
Broadly held−41

Quarterly Activity

vs Dec 31, 2025
New
33
Increased
74
Decreased
54
Sold Out
40
Unchanged
33
Holder count: -7
Institutional value: +13.7%
Shares held: +9.5%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Mega CITIGROUP INC +972,059 1,209,015
Small GARDNER LEWIS ASSET MANAGEMENT L P +788,513 816,828
Mega MILLENNIUM MANAGEMENT LLC +741,161 819,240
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP +579,334 1,009,756
Mega STATE STREET CORP +450,107 2,419,810

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Micro Versor Investments LP −627,103 112,987
Mega Nuveen, LLC −494,680 171,719
Mega GOLDMAN SACHS GROUP INC −428,966 1,109,835
Large Assenagon Asset Management S.A. −355,676 61,453
Mega ALLIANCEBERNSTEIN L.P. −284,144 479,102

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Mega VANGUARD CAPITAL MANAGEMENT LLC 5,740,213 $71,637,857
Mega VANGUARD FIDUCIARY TRUST CO 398,722 $4,976,050
Mid PRELUDE CAPITAL MANAGEMENT, LLC 363,251 $4,533,372
Large Squarepoint Ops LLC 280,224 $3,497,195
Mid GLAZER CAPITAL, LLC 193,851 $2,419,260

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Mega VANGUARD GROUP INC 3,444,057 $41,363,123
Large TWO SIGMA ADVISERS, LP 267,402 $3,211,498
Large PANAGORA ASSET MANAGEMENT INC 155,389 $1,866,221
Mid a16z Capital Management, L.L.C. 82,740 $993,707
Small EJF Capital LP 65,199 $783,039
Filter: New 33 Increased 74 Reduced 54 Sold out 40 Unchanged 33
Showing 100 of 195
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mega BlackRock, Inc. $102,349,983 15.13% 8,201,121
Mega DIMENSIONAL FUND ADVISORS LP $42,370,110 6.26% 3,395,041
Mega VANGUARD CAPITAL MANAGEMENT LLC $38,643,870 5.71% 3,096,464
Mega VANGUARD CAPITAL MANAGEMENT LLC $32,993,987 4.88% 2,643,749
Mega STATE STREET CORP $30,199,228 4.46% 2,419,810
Large Balyasny Asset Management L.P. $21,315,815 3.15% 1,707,998
Mid HoldCo Asset Management, LP $20,260,606 2.99% 1,623,446
Mid First Trust Capital Management L.P. $20,231,502 2.99% 1,621,114
Mega GEODE CAPITAL MANAGEMENT, LLC $19,618,110 2.90% 1,571,964
Large Boston Partners $18,814,372 2.78% 1,507,562
Mega JPMORGAN CHASE & CO $17,979,871 2.66% 1,440,695
Mega MANUFACTURERS LIFE INSURANCE COMPANY, THE Insurance $15,198,680 2.25% 1,217,843
Mega CITIGROUP INC $15,088,505 2.23% 1,209,015
Mega GOLDMAN SACHS GROUP INC $13,850,740 2.05% 1,109,835
Mega AMERICAN CENTURY COMPANIES INC $13,039,927 1.93% 1,044,866
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $12,601,754 1.86% 1,009,756
Mid KENNEDY CAPITAL MANAGEMENT LLC $12,324,586 1.82% 987,547
Large HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $10,283,195 1.52% 823,974
Mega MILLENNIUM MANAGEMENT LLC $10,224,115 1.51% 819,240
Small GARDNER LEWIS ASSET MANAGEMENT L P $10,194,013 1.51% 816,828
Mega AQR CAPITAL MANAGEMENT LLC $9,095,508 1.34% 728,807
Large Qube Research & Technologies Ltd $8,852,213 1.31% 709,312
Mid AQR Arbitrage LLC $8,466,207 1.25% 678,382
Mid SummitTX Capital, L.P. $7,240,633 1.07% 580,179
Mid AlTi Global, Inc. $7,009,654 1.04% 561,671
Mega NORTHERN TRUST CORP Bank $6,769,899 1.00% 542,460
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $6,342,123 0.94% 508,183
Mega ALLIANCEBERNSTEIN L.P. $5,979,192 0.88% 479,102
Small ABC ARBITRAGE SA $5,820,871 0.86% 466,416
Mega MORGAN STANLEY $5,439,940 0.80% 435,893
Mega UBS Group AG $5,286,989 0.78% 423,637
Mega VANGUARD FIDUCIARY TRUST CO Bank $4,976,050 0.74% 398,722
Large RENAISSANCE TECHNOLOGIES LLC $4,867,200 0.72% 390,000
Mega Bank of New York Mellon Corp Bank $4,839,380 0.72% 387,771
Mid PRELUDE CAPITAL MANAGEMENT, LLC $4,533,372 0.67% 363,251
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $4,390,738 0.65% 351,822
Mega JANE STREET GROUP, LLC $4,141,549 0.61% 331,855
Mega TWO SIGMA INVESTMENTS, LP $3,989,968 0.59% 319,709
Large Allianz Asset Management GmbH $3,745,248 0.55% 300,100
Large Squarepoint Ops LLC $3,497,195 0.52% 280,224
Small JACOBS ASSET MANAGEMENT, LLC $3,276,000 0.48% 262,500
Large Creative Planning $2,882,156 0.43% 230,942
Mega CITADEL ADVISORS LLC $2,689,527 0.40% 215,507
Mega BANK OF AMERICA CORP /DE/ Bank $2,633,466 0.39% 211,015
Large State of New Jersey Common Pension Fund D Pension $2,628,674 0.39% 210,631
Mid GLAZER CAPITAL, LLC $2,419,260 0.36% 193,851
Micro Rosenthal | Henry Capital Advisors, Inc. $2,371,886 0.35% 190,055
Large Cerity Partners LLC $2,155,095 0.32% 172,684
Mega Nuveen, LLC $2,143,052 0.32% 171,719
Mega BARCLAYS PLC $1,767,329 0.26% 141,613
Mega PRINCIPAL FINANCIAL GROUP INC $1,597,988 0.24% 128,044
Mega FMR LLC $1,583,487 0.23% 126,882
Mega Invesco Ltd. $1,505,261 0.22% 120,614
Mid BRIDGEWAY CAPITAL MANAGEMENT, LLC $1,482,748 0.22% 118,810
Large Empowered Funds, LLC $1,482,748 0.22% 118,810
Mega ROYAL BANK OF CANADA Bank $1,444,459 0.21% 115,742
Mega Swiss National Bank Bank $1,418,976 0.21% 113,700
Micro Versor Investments LP $1,410,077 0.21% 112,987
Mid New York Life Investment Management LLC $1,377,330 0.20% 110,363
Mega DEUTSCHE BANK AG\ Bank $1,355,627 0.20% 108,624
Large SEI INVESTMENTS CO $1,310,062 0.19% 104,973
Mega FRANKLIN RESOURCES INC $1,274,493 0.19% 102,123
Mega RAYMOND JAMES FINANCIAL INC $1,207,751 0.18% 96,775
Mid Robertson Stephens Wealth Management, LLC $1,155,098 0.17% 92,556
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $1,063,643 0.16% 85,228
Large IEQ CAPITAL, LLC $1,056,332 0.16% 84,642
Large Lido Advisors, LLC $984,609 0.15% 78,895
Mega VICTORY CAPITAL MANAGEMENT INC $973,440 0.14% 78,000
Mega AMERIPRISE FINANCIAL INC $940,879 0.14% 75,391
Small BANC FUNDS CO LLC $937,734 0.14% 75,139
Mega RHUMBLINE ADVISERS $919,139 0.14% 73,649
Large Quantinno Capital Management LP $909,255 0.13% 72,857
Large STIFEL FINANCIAL CORP $905,310 0.13% 72,541
Large Rafferty Asset Management, LLC $899,021 0.13% 72,037
Mid ALGERT GLOBAL LLC $873,712 0.13% 70,009
Large SG Americas Securities, LLC Broker-Dealer $868,907 0.13% 69,624
Large FIRST MANHATTAN CO. LLC. $856,689 0.13% 68,645
Mega Legal & General Group Plc $832,153 0.12% 66,679
Large Zurcher Kantonalbank (Zurich Cantonalbank) Bank $811,524 0.12% 65,026
Large Assenagon Asset Management S.A. $766,933 0.11% 61,453
Large ALPS ADVISORS INC $764,999 0.11% 61,298
Large Mariner, LLC $762,752 0.11% 61,118
Mid Y-Intercept (Hong Kong) Ltd $749,486 0.11% 60,055
Mid Susquehanna Portfolio Strategies, LLC $691,055 0.10% 55,373
Large CWM, LLC $672,372 0.10% 53,876
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $666,669 0.10% 53,419
Small CSS LLC/IL $653,515 0.10% 52,365
Mid Quantbot Technologies LP $650,994 0.10% 52,163
Small OXFORD ASSET MANAGEMENT LLP $639,749 0.09% 51,262
Mid WHITTIER TRUST CO OF NEVADA INC Bank $606,415 0.09% 48,591
Micro Transmarket Holdings LP $588,456 0.09% 47,152
Small Odyssean, LLC $577,512 0.09% 46,275
Small Abacus Wealth Partners, LLC $572,020 0.08% 45,835
Mega PRICE T ROWE ASSOCIATES INC /MD/ $571,222 0.08% 45,771
Large STRS OHIO $526,656 0.08% 42,200
Mid Hennion & Walsh Asset Management, Inc. $525,158 0.08% 42,080
Mega VANGUARD ASSET MANAGEMENT, Ltd $495,643 0.07% 39,715
Large Universal- Beteiligungs- und Servicegesellschaft mbH $474,527 0.07% 38,023
Small WATER ISLAND CAPITAL LLC $474,140 0.07% 37,992
Small Cornerstone Capital, Inc. $468,000 0.07% 37,500
Key facts CIK 1053352 CUSIP 426927109 13F (30d) 2 filings 1 filers Visit website

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