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HTBK Institutional Ownership

Heritage Commerce Corp
1W: +0.6% 1M: +13.2% 3M: +5.9% YTD: +12.7% 1Y: +64.4% 3Y: +94.7% 5Y: +37.7%
$13.45
Last traded 2026-04-17 — delisted
NASDAQ · Financial Services · Banks - Regional · $828.4M mcap · 61M float · 1.23% daily turnover · Short 39% of daily vol
Overview News Chart Smart Money Financials Income Statement Cash Flow Balance Sheet Earnings
Dividends Analysis Technicals Weather Peers ESG Institutions ETF Exposure Dark Pool Short Interest Supply Chain

Institutional Ownership — HTBK

190
Institutional Holders
-38 vs prior quarter
0.0%
Ownership
+0.00pp
$0M
Total Invested
0
New Positions
0
Increased
189
Reduced
188
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (228 total)

# Holder Shares Value Change Change % Holding Period Filing
1 CWM, LLC 53,876 $$725K -233 -0.4% 12Q SEC ↗
2 JANUS HENDERSON GROUP PLC 27,118 $$365K — +0.0% 18Q SEC ↗
3 LIBERTY WEALTH MANAGEMENT LLC 11,407 $$153K — +0.0% 14Q SEC ↗
4 IFP Advisors, Inc 764 $$10K -17 -2.2% 5Q SEC ↗
5 Sunbelt Securities, Inc. 14 $$0K — +0.0% 2Q SEC ↗
6 Abacus Wealth Partners, LLC 0 $$0K -45,835 -100.0% 2Q SEC ↗
7 Brevan Howard Capital Management LP 0 $$0K -10,059 -100.0% 1Q SEC ↗
8 Allianz Asset Management GmbH 0 $$0K -300,100 -100.0% 2Q SEC ↗
9 Chicago Capital Management, LLC 0 $$0K -14,014 -100.0% 1Q SEC ↗
10 FINANCIAL CONSULATE, INC 0 $$0K -46 -100.0% 3Q SEC ↗
11 Rosenthal | Henry Capital Advisors, In 0 $$0K -190,055 -100.0% 11Q SEC ↗
12 HoldCo Asset Management, LP 0 $$0K -1,623,446 -100.0% 4Q SEC ↗
13 Pinnacle Wealth Planning Services, Inc 0 $$0K -806 -100.0% 2Q SEC ↗
14 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0 $$0K -351,822 -100.0% 15Q SEC ↗
15 IEQ CAPITAL, LLC 0 $$0K -84,642 -100.0% 4Q SEC ↗
16 Robertson Stephens Wealth Management, 0 $$0K -92,556 -100.0% 3Q SEC ↗
17 Susquehanna Portfolio Strategies, LLC 0 $$0K -55,373 -100.0% 4Q SEC ↗
18 TWIN PEAKS WEALTH ADVISORS, LLC 0 $$0K -23 -100.0% 1Q SEC ↗
19 Smartleaf Asset Management LLC 0 $$0K -2,062 -100.0% 8Q SEC ↗
20 Police & Firemen's Retirement System o 0 $$0K -17,509 -100.0% 6Q SEC ↗
21 Hughes Financial Services, LLC 0 $$0K -1 -100.0% 1Q SEC ↗
22 SEI INVESTMENTS CO 0 $$0K -104,973 -100.0% 9Q SEC ↗
23 FIRST TRUST ADVISORS LP 0 $$0K -25,032 -100.0% 38Q SEC ↗
24 NORTHWESTERN MUTUAL WEALTH MANAGEMENT 0 $$0K -351 -100.0% 1Q SEC ↗
25 LOS ANGELES CAPITAL MANAGEMENT LLC 0 $$0K -466 -100.0% 1Q SEC ↗
26 TWO SIGMA SECURITIES, LLC 0 $$0K -10,204 -100.0% 1Q SEC ↗
27 PFS Partners, LLC 0 $$0K -4,823 -100.0% 18Q SEC ↗
28 Merit Financial Group, LLC 0 $$0K -13,736 -100.0% 2Q SEC ↗
29 NorthCrest Asset Manangement, LLC 0 $$0K -12,216 -100.0% 3Q SEC ↗
30 Hennion & Walsh Asset Management, Inc. 0 $$0K -42,080 -100.0% 9Q SEC ↗
31 Virtu Financial LLC 0 $$0K -10,145 -100.0% 1Q SEC ↗
32 MILLENNIUM MANAGEMENT LLC 0 $$0K -819,240 -100.0% 6Q SEC ↗
33 Larson Financial Group LLC 0 $$0K -7,061 -100.0% 4Q SEC ↗
34 Stone House Investment Management, LLC 0 $$0K -74 -100.0% 1Q SEC ↗
35 QUADRANT CAPITAL GROUP LLC 0 $$0K -23,695 -100.0% 24Q SEC ↗
36 CAPTRUST FINANCIAL ADVISORS 0 $$0K -12,600 -100.0% 3Q SEC ↗
37 State of New Jersey Common Pension Fun 0 $$0K -210,631 -100.0% 17Q SEC ↗
38 ACADIAN ASSET MANAGEMENT LLC 0 $$0K -26,333 -100.0% 4Q SEC ↗
39 Cerity Partners LLC 0 $$0K -172,684 -100.0% 11Q SEC ↗
40 Vanguard Global Advisers, LLC 0 $$0K -22,904 -100.0% 1Q SEC ↗
41 GLAZER CAPITAL, LLC 0 $$0K -193,851 -100.0% 1Q SEC ↗
42 Ameritas Investment Partners, Inc. 0 $$0K -5,060 -100.0% 37Q SEC ↗
43 Focus Partners Wealth 0 $$0K -25,144 -100.0% 9Q SEC ↗
44 RAYMOND JAMES FINANCIAL INC 0 $$0K -96,775 -100.0% 6Q SEC ↗
45 Torren Management, LLC 0 $$0K -163 -100.0% 1Q SEC ↗
46 Icon Wealth Advisors, LLC 0 $$0K -20,186 -100.0% 3Q SEC ↗
47 CANADA LIFE ASSURANCE Co 0 $$0K -12,394 -100.0% 26Q SEC ↗
48 SENTINEL TRUST CO LBA 0 $$0K -22,500 -100.0% 7Q SEC ↗
49 ZACKS INVESTMENT MANAGEMENT 0 $$0K -11,321 -100.0% 1Q SEC ↗
50 OXFORD ASSET MANAGEMENT LLP 0 $$0K -51,262 -100.0% 2Q SEC ↗

Recent Activity

New Positions (0)

No new positions this quarter.

Sold Out (20)
HolderPrev SharesPrev Value
BlackRock, Inc. 8,201,121 $$110M
DIMENSIONAL FUND ADVISORS LP 3,395,041 $$46M
VANGUARD CAPITAL MANAGEMENT LLC 2,643,749 $$36M
STATE STREET CORP 2,419,810 $$33M
Balyasny Asset Management L.P. 1,707,998 $$23M
HoldCo Asset Management, LP 1,623,446 $$22M
First Trust Capital Management L.P. 1,621,114 $$22M
GEODE CAPITAL MANAGEMENT, LLC 1,571,964 $$21M
Boston Partners 1,507,562 $$20M
JPMORGAN CHASE & CO 1,440,695 $$19M
MANUFACTURERS LIFE INSURANCE COMPAN 1,217,843 $$16M
CITIGROUP INC 1,209,015 $$16M
GOLDMAN SACHS GROUP INC 1,109,835 $$15M
AMERICAN CENTURY COMPANIES INC 1,044,866 $$14M
ARROWSTREET CAPITAL, LIMITED PARTNE 1,009,756 $$14M
KENNEDY CAPITAL MANAGEMENT LLC 987,547 $$13M
HOTCHKIS & WILEY CAPITAL MANAGEMENT 823,974 $$11M
MILLENNIUM MANAGEMENT LLC 819,240 $$11M
GARDNER LEWIS ASSET MANAGEMENT L P 816,828 $$11M
AQR CAPITAL MANAGEMENT LLC 728,807 $$10M
Biggest Increases (0)

None.

Biggest Decreases (2)
HolderReducedChange %Total Shares
CWM, LLC -233 -0.4% 53,876
IFP Advisors, Inc -17 -2.2% 764

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms