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 189 institutions that hold shares in the stock, with a total of 50.1 Million shares, which have been reported (via 13F filing form) to have a value of $513 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New York State Common Retirement Fund
|
Aug 13, 2025 Q2 2025 |
15,886
shares
|
$164,261
0.0% of portfolio
|
Q1 2025
Reduced 14.53%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
15,795
shares
|
$163,320
0.0% of portfolio
|
Q2 2024
Added 5.3%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
15,117
shares
|
$156,309
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
Aug 08, 2025 Q2 2025 |
14,668
shares
|
$151,667
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
14,542
shares
|
$150,364
0.0% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Aigen Investment Management, LP
|
May 12, 2025 Q1 2025 |
12,684
shares
|
$131,152
0.02% of portfolio
|
Q1 2025
Reduced 20.06%
|
|
|
Holcombe Financial, Inc.
Atlanta, GA |
Jul 08, 2025 Q2 2025 |
12,595
shares
|
$130,232
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
12,435
shares
|
$128,577
0.0% of portfolio
|
Q2 2025
Reduced 11.81%
|
|
|
Quantbot Technologies LP
New York, NY |
Aug 13, 2025 Q2 2025 |
12,410
shares
|
$128,319
0.0% of portfolio
|
Q2 2025
Reduced 5.41%
|
|
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
Aug 12, 2025 Q2 2025 |
12,370
shares
|
$127,905
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pro Share Advisors LLC
|
Aug 07, 2025 Q2 2025 |
12,296
shares
|
$127,140
0.0% of portfolio
|
Q2 2025
Reduced 4.69%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
12,259
shares
|
$126,758
0.01% of portfolio
|
Q2 2022
Reduced 6.78%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
12,138
shares
|
$125,506
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Inceptionr LLC
Lafayette, CA |
Aug 12, 2025 Q2 2025 |
11,442
shares
|
$118,310
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Aug 01, 2025 Q2 2025 |
11,405
shares
|
$117,927
0.02% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Xtx Topco LTD
London, X0 |
Aug 12, 2025 Q2 2025 |
11,365
shares
|
$117,514
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
Aug 14, 2025 Q2 2025 |
11,282
shares
|
$116,655
0.0% of portfolio
|
Q2 2025
Added 6.69%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Aug 07, 2025 Q2 2025 |
10,759
shares
|
$111,248
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
10,749
shares
|
$111,144
0.0% of portfolio
|
Q2 2025
Added 50.44%
|
|
|
Osborne Partners Capital Management, LLC
|
Aug 12, 2025 Q2 2025 |
10,602
shares
|
$109,624
0.01% of portfolio
|
Q2 2023
Reduced 4.5%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
10,338
shares
|
$106,894
0.07% of portfolio
|
Q1 2022
Reduced 1.59%
|
|
|
Klp Kapitalforvaltning As
Oslo, Q8 |
Jul 23, 2025 Q2 2025 |
10,100
shares
|
$104,434
0.0% of portfolio
|
Q2 2025
Reduced 26.28%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
10,045
shares
|
$103,865
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
8,380
shares
|
$86,649
0.0% of portfolio
|
Q2 2025
Reduced 7.53%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
5,845
shares
|
$60,437
0.0% of portfolio
|
Q3 2023
Added 24.26%
|