Who Owns HTBK?
Heritage Commerce Corp — Institutional Ownership & 13F Holdings
$13.45
+0.36 (+2.80%)
Market Cap
$828.4M
Shares Outstanding
61,593,284
Institutional Holders
188
Total Inst. Value
$407.5M
% of Float Held
79.4%
QoQ Holder Change
+44
Institutional data as of Q1 2025
New Positions
36
Closed Positions
21
Increased
67
Decreased
59
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | BlackRock, Inc. | $76.5M | 8,035,622 |
| 2 | WELLINGTON MANAGEMENT GROUP LLP | $36.1M | 3,796,472 |
| 3 | VANGUARD GROUP INC | $33.3M | 3,495,577 |
| 4 | DIMENSIONAL FUND ADVISORS LP | $32.5M | 3,410,761 |
| 5 | FJ Capital Management LLC | $22.5M | 2,364,824 |
| 6 | STATE STREET CORP | $18.7M | 1,963,577 |
| 7 | JPMORGAN CHASE & CO | $18.5M | 1,946,679 |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $14.1M | 1,477,939 |
| 9 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $12.2M | 1,277,630 |
| 10 | AMERICAN CENTURY COMPANIES INC | $10.5M | 1,098,042 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | +1.5M | $36.1M |
| VANGUARD GROUP INC | +109K | $33.3M |
| DIMENSIONAL FUND ADVISORS LP | +18K | $32.5M |
| GEODE CAPITAL MANAGEMENT, LLC | +51K | $14.1M |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | +525K | $12.2M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| FJ Capital Management LLC | -676K | $22.5M |
| Boston Partners | -484K | $675K |
| ENDEAVOUR CAPITAL ADVISORS INC | -460K | $1.3M |
| Assenagon Asset Management S.A. | -265K | $1.9M |
| MORGAN STANLEY | -185K | $5.1M |
Famous Fund Managers
Related Stocks
Frequently Asked Questions
How many institutional investors hold HTBK?
As of Q1 2025, 188 institutional investors report holding HTBK (Heritage Commerce Corp) in their 13F filings.
What percentage of Heritage Commerce Corp is owned by institutions?
Institutional investors hold approximately 79.4% of Heritage Commerce Corp's float as reported in SEC 13F filings.
Which hedge fund owns the most HTBK?
The largest institutional holder of HTBK is BlackRock, Inc. with $76.5M in shares.
Are institutions buying or selling HTBK?
This quarter, 36 institutions opened new positions in HTBK and 21 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.