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 |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
5,403
shares
|
$55,867
0.0% of portfolio
|
Q2 2025
Added 16272.73%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
4,995
shares
|
$51,648
0.0% of portfolio
|
Q2 2025
Reduced 13.45%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
4,823
shares
|
$49,869
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
3,719
shares
|
$38,454
0.0% of portfolio
|
Q2 2025
Reduced 35.76%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
3,211
shares
|
$33,201
0.0% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
2,816
shares
|
$29,117
0.0% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
2,761
shares
|
$28,548
0.0% of portfolio
|
Q2 2025
Added 11.33%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
2,564
shares
|
$26,511
0.0% of portfolio
|
Q2 2025
Reduced 22.14%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,131
shares
|
$22,034
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Amalgamated Bank
New York, NY |
Aug 04, 2025 Q2 2025 |
2,012
shares
|
$20,804
0.0% of portfolio
|
Q1 2024
Reduced 61.19%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
1,807
shares
|
$18,684
0.0% of portfolio
|
Q2 2025
Added 17.8%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
1,620
shares
|
$16,750
0.0% of portfolio
|
Q2 2025
Reduced 82.8%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
1,597
shares
|
$16,512
0.0% of portfolio
|
Q2 2025
Added 55.35%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
1,413
shares
|
$14,610
0.0% of portfolio
|
Q1 2025
Added 3.59%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
1,372
shares
|
$14,186
0.0% of portfolio
|
Q2 2025
Reduced 6.35%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
1,203
shares
|
$12,439
0.0% of portfolio
|
Q2 2025
Reduced 50.68%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
1,046
shares
|
$10,815
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Aug 05, 2025 Q2 2025 |
959
shares
|
$9,916
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
944
shares
|
$9,760
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
421
shares
|
$4,353
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
396
shares
|
$4,094
0.0% of portfolio
|
Q2 2025
Reduced 10.81%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
295
shares
|
$3,050
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
280
shares
|
$2,895
0.0% of portfolio
|
Q2 2025
Added 80.65%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
190
shares
|
$1,964
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
168
shares
|
$1,737
0.0% of portfolio
|
Q2 2025
New holding
|