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Heritage Commerce (HTBK) Institutional Ownership

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$9.54 -0.18 (-1.85%)
Closing price 04:00 PM Eastern
Extended Trading
$9.54 +0.01 (+0.05%)
As of 04:20 PM Eastern
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Institutional Ownership Changes (13F Filings) for Heritage Commerce (NASDAQ:HTBK)

Current
Institutional Ownership
Percentage
75.55%
Number of
Institutional Buyers
(last 12 months)
96
Total
Institutional Inflows
(last 12 months)
$64.00M
Number of
Institutional Sellers
(last 12 months)
46
Total
Institutional Outflows
(last 12 months)
$38.72M
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HTBK Institutional Buying and Selling by Quarter

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Heritage Commerce Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/24/2025 Wellington Management Group LLP2,302,615$21.60M0.0%+13.2%3.748%
3/17/2025 Wealth Enhancement Advisory Services LLC24,736$232K0.0%+52.1%0.040%
2/18/2025 PharVision Advisers LLC13,355$125K0.1%N/A0.022%
2/17/2025 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC130,809$1.23M0.0%+18.0%0.213%
2/17/2025 Squarepoint Ops LLC23,082$217K0.0%N/A0.038%
2/17/2025 Two Sigma Advisers LP456,502$4.28M0.0%-2.4%0.745%
2/17/2025 Two Sigma Investments LP420,243$3.94M0.0%-15.6%0.686%
2/17/2025 Rafferty Asset Management LLC73,037$685K0.0%-19.2%0.119%
2/17/2025 Point72 Asset Management L.P.27,017$253K0.0%+149.3%0.044%
2/17/2025 ProShare Advisors LLC16,785$157K0.0%+49.0%0.027%
2/17/2025 Quantinno Capital Management LP11,099$104K0.0%N/A0.018%
2/17/2025 Nuveen Asset Management LLC513,305$4.82M0.0%+0.9%0.837%
2/17/2025 Occudo Quantitative Strategies LP30,485$286K0.1%+42.9%0.050%
2/17/2025 Millennium Management LLC200,522$1.88M0.0%N/A0.327%
2/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.33,920$318K0.0%+3.4%0.055%
2/17/2025 Focus Partners Wealth35,464$333K0.0%+104.9%0.058%
2/17/2025 FJ Capital Management LLC3,040,806$28.52M3.3%-16.4%4.961%
2/17/2025 Deutsche Bank AG60,859$571K0.0%+42.0%0.099%
2/17/2025 Cubist Systematic Strategies LLC63,154$592K0.0%N/A0.103%
2/17/2025 Bridgeway Capital Management LLC290,811$2.73M0.1%+2.7%0.474%
2/17/2025 Brevan Howard Capital Management LP13,910$130K0.0%N/A0.023%
2/17/2025 Balyasny Asset Management L.P.22,321$209K0.0%N/A0.036%
2/17/2025 Bank of America Corp DE113,160$1.06M0.0%-5.6%0.185%
2/17/2025 BNP Paribas Financial Markets61,571$578K0.0%-7.7%0.100%
2/17/2025 Ategra Capital Management LLC369,321$3.46M2.3%-56.4%0.602%
2/17/2025 AlTi Global Inc.654,175$6.14M0.1%+0.9%1.067%
2/14/2025 Jane Street Group LLC56,118$526K0.0%-45.8%0.092%
2/14/2025 PDT Partners LLC22,383$210K0.0%N/A0.037%
2/14/2025 Northern Trust Corp589,814$5.53M0.0%+1.0%0.962%
2/14/2025 The Manufacturers Life Insurance Company 1,307,183$12.26M0.0%-0.7%2.132%
2/14/2025 Public Employees Retirement Association of Colorado37,916$356K0.0%-7.5%0.062%
2/14/2025 Quarry LP3,153$30K0.0%+562.4%0.005%
2/14/2025 Aquatic Capital Management LLC23,525$221K0.0%N/A0.038%
2/14/2025 Oxford Asset Management LLP10,728$101K0.1%N/A0.018%
2/14/2025 Susquehanna Fundamental Investments LLC51,022$479K0.0%N/A0.083%
2/14/2025 Two Sigma Securities LLC10,355$97K0.0%N/A0.017%
2/14/2025 Voya Investment Management LLC21,500$202K0.0%-6.0%0.035%
2/14/2025 Price T Rowe Associates Inc. MD22,600$212K0.0%+16.7%0.037%
2/14/2025 Stifel Financial Corp13,932$131K0.0%N/A0.023%
2/14/2025 Tower Research Capital LLC TRC 14,471$136K0.0%+34.1%0.024%
Elon Warns: Exec Order 14024 Targets Dollar (Ad)

Executive Order 14024 is paving the way for irreversible damage to the dollar's value—threatening your wealth, your savings, and your retirement. When the dollar collapses, your savings could disappear overnight. With Trump threatening Russia with more sanctions, Russia is rushing to finalize their BRICS payment system aimed to destroy the U.S dollar.

Go Here to Learn What's Happening and How to Prepare >>
2/14/2025 MetLife Investment Management LLC38,656$363K0.0%+13.9%0.063%
2/14/2025 Dimensional Fund Advisors LP3,392,688$31.82M0.0%+4.0%5.535%
2/14/2025 First Trust Advisors LP38,379$360K0.0%+3.5%0.063%
2/14/2025 Holcombe Financial Inc.12,595$118K0.1%N/A0.021%
2/14/2025 Banc Funds Co. LLC174,539$1.64M0.2%-36.0%0.285%
2/13/2025 Jump Financial LLC40,000$375K0.0%N/A0.065%
2/13/2025 Mariner LLC36,673$344K0.0%+9.7%0.060%
2/13/2025 Barclays PLC224,113$2.10M0.0%+3.5%0.366%
2/13/2025 Kennedy Capital Management LLC582,572$5.47M0.1%-0.4%0.950%
2/13/2025 Raymond James Financial Inc.232,559$2.18M0.0%N/A0.379%
2/13/2025 Renaissance Technologies LLC267,500$2.51M0.0%+3.9%0.436%
2/13/2025 Legal & General Group Plc58,488$549K0.0%+7.9%0.095%
2/13/2025 Invesco Ltd.188,126$1.77M0.0%+6.5%0.307%
2/13/2025 Quadrant Capital Group LLC13,831$130K0.0%-23.5%0.023%
2/13/2025 Dynamic Technology Lab Private Ltd51,161$480K0.1%+79.8%0.083%
2/13/2025 Wells Fargo & Company MN57,533$540K0.0%+42.2%0.094%
2/12/2025 ExodusPoint Capital Management LP135,563$1.27M0.0%N/A0.221%
2/12/2025 Endeavour Capital Advisors Inc.595,546$5.59M1.8%-4.2%0.972%
2/12/2025 Trexquant Investment LP94,257$884K0.0%-27.0%0.154%
2/12/2025 Geode Capital Management LLC1,426,816$13.39M0.0%+0.3%2.328%
2/12/2025 Alliancebernstein L.P.334,106$3.13M0.0%-9.0%0.545%
2/12/2025 Wellington Management Group LLP2,302,615$21.60M0.0%+13.2%3.756%
2/12/2025 Arrowstreet Capital Limited Partnership19,555$183K0.0%-89.6%0.032%
2/12/2025 JPMorgan Chase & Co.2,046,410$19.20M0.0%-11.5%3.338%
2/11/2025 Princeton Capital Management LLC17,041$160K0.0%+13.3%0.028%
2/11/2025 Prudential Financial Inc.17,188$161K0.0%-52.9%0.028%
2/11/2025 Corebridge Financial Inc.29,631$278K0.0%-7.0%0.048%
2/11/2025 Vanguard Group Inc.3,387,072$31.77M0.0%-1.2%5.525%
2/11/2025 Fox Run Management L.L.C.13,148$123K0.0%N/A0.021%
2/11/2025 KLP Kapitalforvaltning AS13,700$129K0.0%N/A0.022%
2/11/2025 Sei Investments Co.63,565$596K0.0%+90.5%0.104%
2/11/2025 American Century Companies Inc.1,129,910$10.60M0.0%+3.4%1.843%
2/11/2025 Quantbot Technologies LP10,123$95K0.0%-27.9%0.017%
2/11/2025 Whittier Trust Co. of Nevada Inc.48,591$456K0.0%-8.0%0.079%
2/11/2025 Boston Partners1,564,741$14.62M0.0%+1.7%2.553%
2/11/2025 Intech Investment Management LLC31,859$299K0.0%+170.2%0.052%
2/10/2025 Thrivent Financial for Lutherans12,560$118K0.0%-56.7%0.020%
2/10/2025 Corient Private Wealth LLC10,928$103K0.0%-22.5%0.018%
2/7/2025 AlphaQuest LLC62,426$586K0.1%+124.5%0.102%
2/6/2025 Inceptionr LLC29,579$277K0.1%+128.5%0.048%
2/6/2025 Raymond James Financial Inc.232,559$2.18M0.0%N/A0.379%
2/6/2025 Aigen Investment Management LP15,866$149K0.0%+21.1%0.026%
2/6/2025 Proficio Capital Partners LLC18,441$173K0.0%N/A0.030%
2/6/2025 Victory Capital Management Inc.127,000$1.19M0.0%+12.6%0.207%
2/6/2025 Charles Schwab Investment Management Inc.500,637$4.70M0.0%+0.9%0.817%
2/5/2025 US Bancorp DE3,473$33K0.0%+64.8%0.006%
2/5/2025 Proficio Capital Partners LLC18,441$173K0.0%N/A0.030%
2/4/2025 Bank of New York Mellon Corp417,203$3.91M0.0%-11.9%0.681%
2/4/2025 Y Intercept Hong Kong Ltd10,529$99K0.0%N/A0.017%
1/31/2025 State of New Jersey Common Pension Fund D310,915$2.92M0.0%+16.9%0.507%
Elon Warns: Exec Order 14024 Targets Dollar (Ad)

Executive Order 14024 is paving the way for irreversible damage to the dollar's value—threatening your wealth, your savings, and your retirement. When the dollar collapses, your savings could disappear overnight. With Trump threatening Russia with more sanctions, Russia is rushing to finalize their BRICS payment system aimed to destroy the U.S dollar.

Go Here to Learn What's Happening and How to Prepare >>
1/30/2025 Rhumbline Advisers95,591$897K0.0%+5.2%0.156%
1/28/2025 Empowered Funds LLC158,347$1.49M0.0%+5.1%0.258%
1/17/2025 SG Americas Securities LLC45,763$429K0.0%+5.9%0.075%
1/15/2025 Hennion & Walsh Asset Management Inc.36,840$346K0.0%+29.9%0.060%
1/14/2025 Assenagon Asset Management S.A.463,774$4.35M0.0%+58.4%0.757%
12/26/2024 JPMorgan Chase & Co.2,313,035$22.85M0.0%-1.4%3.773%
11/27/2024 Franklin Resources Inc.46,089$449K0.0%+2.9%0.075%
11/16/2024 Geode Capital Management LLC1,422,060$14.05M0.0%+0.2%2.320%
11/15/2024 Barclays PLC216,439$2.14M0.0%+7.2%0.353%
11/15/2024 Jane Street Group LLC103,596$1.02M0.0%+55.6%0.169%
(Data available from 1/1/2016 forward)

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HTBK Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HTBK shares?

During the previous two years, 170 institutional investors and hedge funds held shares of Heritage Commerce. The most heavily invested institutionals were Dimensional Fund Advisors LP ($31.82M), Vanguard Group Inc. ($31.77M), FJ Capital Management LLC ($28.52M), Wellington Management Group LLP ($21.60M), State Street Corp ($19.42M), JPMorgan Chase & Co. ($19.20M), and Boston Partners ($14.62M).Learn more on HTBK's institutional investors.

What percentage of Heritage Commerce stock is owned by institutional investors?

75.55% of Heritage Commerce stock is owned by institutional investors. Learn more on HTBK's institutional investor holdings.

Which institutional investors have been buying Heritage Commerce stock?

Of the 136 institutional investors that purchased Heritage Commerce stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wellington Management Group LLP ($2.60M), Assenagon Asset Management S.A. ($1.33M), Boston Partners ($1.03M), Raymond James Financial Inc. ($465.12K), Siena Capital Partners GP LLC ($400.01K), Dimensional Fund Advisors LP ($332.65K), and FJ Capital Management LLC ($261.44K).

How much institutional buying is happening at Heritage Commerce?

Institutional investors have bought a total of 11,598,544 shares in the last 24 months. This purchase volume represents approximately $106.38M in transactions.

Which Heritage Commerce major shareholders have been selling company stock?

Of the 67 institutional investors that sold Heritage Commerce stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Assenagon Asset Management S.A. ($863.73K), Bank of New York Mellon Corp ($837.86K), FJ Capital Management LLC ($594.76K), Ategra Capital Management LLC ($478.48K), Cramer Rosenthal Mcglynn LLC ($405.03K), Granite Investment Partners LLC ($353.49K), and JPMorgan Chase & Co. ($298.65K).

How much institutional selling is happening at Heritage Commerce?

Institutional investors have sold a total of 6,614,948 shares in the last 24 months. This volume of shares sold represents approximately $59.81M in transactions.


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This page (NASDAQ:HTBK) was last updated on 3/28/2025 by MarketBeat.com Staff
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