Institutional Ownership Heritage Commerce Corp (HTBK)
This table provides information about the institutional ownership of Heritage Commerce Corp (HTBK). We have compiled data on the 200 institutions that hold shares in the stock, with a total of 48.9 Million shares, which have been reported (via 13F filing form) to have a value of $507 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
124,875
shares
|
$1.29 Million
0.0% of portfolio
|
Q1 2025
Added 17.32%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
118,431
shares
|
$1.23 Million
0.0% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
115,885
shares
|
$1.2 Million
0.0% of portfolio
|
Q4 2023
Added 13.91%
|
|
|
Swiss National Bank
Zurich, V8 |
May 12, 2025 Q1 2025 |
113,700
shares
|
$1.18 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.56%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
103,304
shares
|
$1.07 Million
0.0% of portfolio
|
Q1 2025
Reduced 48.48%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
102,825
shares
|
$1.06 Million
0.0% of portfolio
|
Q1 2025
Reduced 9.13%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
102,667
shares
|
$1.06 Million
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Verition Fund Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
101,405
shares
|
$1.05 Million
0.0% of portfolio
|
Q1 2025
Added 69.06%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
99,086
shares
|
$1.03 Million
0.04% of portfolio
|
Q2 2023
Added 1.74%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
98,596
shares
|
$1.02 Million
0.0% of portfolio
|
Q1 2025
Added 130.68%
|
|
|
Hold Co Asset Management, LP
Fort Lauderdale, FL |
Nov 13, 2024 Q3 2024 |
94,439
shares
|
$977,443
4.93% of portfolio
|
Q1 2022
Reduced 76.16%
|
|
|
First Manhattan CO
New York, NY |
May 15, 2025 Q1 2025 |
92,045
shares
|
$952,665
0.0% of portfolio
|
Q4 2022
Reduced 14.01%
|
|
|
Summer Haven Investment Management, LLC
|
Jul 17, 2025 Q2 2025 |
91,792
shares
|
$950,047
0.62% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Rhumbline Advisers
Boston, MA |
May 29, 2025 Q1 2025 |
91,292
shares
|
$944,872
0.0% of portfolio
|
Q4 2024
Added 4.71%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
88,532
shares
|
$916,306
0.0% of portfolio
|
Q1 2025
Reduced 29.73%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
88,201
shares
|
$912,880
0.0% of portfolio
|
Q1 2025
Added 90.08%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
87,096
shares
|
$901,443
0.39% of portfolio
|
Q2 2022
Added 4.84%
|
|
|
Sei Investments CO
Oaks, PA |
May 14, 2025 Q1 2025 |
78,401
shares
|
$811,450
0.0% of portfolio
|
Q1 2025
Added 23.34%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
74,638
shares
|
$772,503
0.0% of portfolio
|
Q1 2025
Reduced 4.25%
|
|
|
Versor Investments LP
|
May 13, 2025 Q1 2025 |
74,500
shares
|
$771,075
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Alps Advisors Inc
Denver, CO |
Apr 30, 2025 Q1 2025 |
70,237
shares
|
$726,952
0.0% of portfolio
|
Q1 2025
Reduced 3.51%
|
|
|
Quest Partners LLC
New York, NY |
May 14, 2025 Q1 2025 |
65,244
shares
|
$675,275
0.07% of portfolio
|
Q1 2025
Added 4.51%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
63,774
shares
|
$660,060
0.0% of portfolio
|
Q1 2025
Added 10.85%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
62,834
shares
|
$650,331
0.0% of portfolio
|
Q3 2024
Reduced 5.13%
|
|
|
Legal & General Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
58,488
shares
|
$605,350
0.0% of portfolio
|
Q4 2023
Reduced 23.84%
|