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 204 institutions that hold shares in the stock, with a total of 49.8 Million shares, which have been reported (via 13F filing form) to have a value of $526 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bnp Paribas Asset Management Holding S.A.
|
Nov 07, 2025 Q3 2025 |
1,037
shares
|
$10,971
0.0% of portfolio
|
Q3 2025
Added 8.13%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
871
shares
|
$9,215
0.0% of portfolio
|
Q3 2025
Added 7818.18%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
462
shares
|
$4,887
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
434
shares
|
$4,591
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
421
shares
|
$4,454
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
396
shares
|
$4,189
0.0% of portfolio
|
Q2 2025
Reduced 10.81%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
389
shares
|
$4,115
0.0% of portfolio
|
Q3 2025
Added 38.93%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
374
shares
|
$3,956
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
318
shares
|
$3,364
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
288
shares
|
$3,047
0.0% of portfolio
|
Q3 2025
Added 71.43%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
281
shares
|
$2,972
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
237
shares
|
$2,507
0.0% of portfolio
|
Q3 2025
Added 2270.0%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
209
shares
|
$2,211
0.0% of portfolio
|
Q3 2025
Added 30.63%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
190
shares
|
$2,010
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
116
shares
|
$1,227
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
71
shares
|
$751
0.0% of portfolio
|
Q3 2025
Added 51.06%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
55
shares
|
$581
0.0% of portfolio
|
Q3 2025
Added 5.77%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
52
shares
|
$550
0.0% of portfolio
|
Q3 2025
Added 57.58%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
52
shares
|
$550
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
46
shares
|
$486
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
42
shares
|
$444
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
24
shares
|
$253
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
7
shares
|
$74
0.0% of portfolio
|
Q3 2025
Reduced 84.78%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Nov 19, 2025 Q3 2025 |
3
shares
|
$31
0.0% of portfolio
|
Q3 2025
Reduced 75.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|