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 |
|---|---|---|---|---|---|
|
Osborne Partners Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
10,602
shares
|
$109,730
0.01% of portfolio
|
Q2 2023
Reduced 4.5%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
May 15, 2025 Q1 2025 |
10,575
shares
|
$109,451
0.0% of portfolio
|
Q1 2025
Added 4.62%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
10,338
shares
|
$106,998
0.07% of portfolio
|
Q1 2022
Reduced 1.59%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
10,220
shares
|
$105,777
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
10,045
shares
|
$103,965
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
9,421
shares
|
$97,507
0.0% of portfolio
|
Q4 2024
Reduced 90.94%
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
9,062
shares
|
$93,791
0.0% of portfolio
|
Q2 2024
Reduced 0.2%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
7,145
shares
|
$73,950
0.0% of portfolio
|
Q1 2025
Reduced 50.63%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
5,845
shares
|
$60,495
0.0% of portfolio
|
Q3 2023
Added 24.26%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
5,789
shares
|
$59,916
0.0% of portfolio
|
Q1 2025
Added 66.69%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
4,995
shares
|
$51,698
0.0% of portfolio
|
Q2 2025
Reduced 13.45%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
4,823
shares
|
$49,918
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
3,285
shares
|
$33,999
0.0% of portfolio
|
Q1 2025
Added 2.88%
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
3,014
shares
|
$31,194
0.01% of portfolio
|
Q1 2025
Reduced 4.41%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
2,851
shares
|
$29,507
0.0% of portfolio
|
Q1 2025
Added 143.47%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
2,761
shares
|
$28,576
0.0% of portfolio
|
Q2 2025
Added 11.33%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
2,564
shares
|
$26,537
0.0% of portfolio
|
Q2 2025
Reduced 22.14%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
2,439
shares
|
$25,243
0.0% of portfolio
|
Q1 2025
Reduced 3.06%
|
|
|
Riverview Trust CO
|
Apr 10, 2025 Q1 2025 |
2,203
shares
|
$22,801
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,131
shares
|
$22,055
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Amalgamated Bank
New York, NY |
Apr 25, 2025 Q1 2025 |
2,012
shares
|
$20,824
0.0% of portfolio
|
Q1 2024
Reduced 61.19%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
1,534
shares
|
$15,876
0.0% of portfolio
|
Q1 2025
Added 260.09%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
1,465
shares
|
$15,162
0.0% of portfolio
|
Q1 2025
Added 2.02%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
1,413
shares
|
$14,624
0.0% of portfolio
|
Q1 2025
Added 3.59%
|
|
|
Clear Street Markets LLC
|
May 13, 2025 Q1 2025 |
1,067
shares
|
$11,043
0.01% of portfolio
|
Q1 2025
New holding
|