Who Owns Heritage Commerce Corp (HTBK)?Hedge Fund & Institutional Holders

$12.15-0.02 (-0.16%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$3.800037000358413e+205T

% of Float Held

Infinity%

QoQ Change in Holders

+15 / -1

Price History

$8.25$9.61$10.97$12.34$13.70Aug 24Jun 25Mar 26

HTBK — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
First Trust Capital Management L.P.New Position+1.6M+$18.6M
BALYASNY ASSET MANAGEMENT L.P.New Position+1.3M+$15.0M
Versor Investments LPNew Position+740K+$8.9M
AlTi Global, Inc.New Position+612K+$7.0M
ABC ARBITRAGE SANew Position+581K+$7.0M
SummitTX Capital, L.P.New Position+504K+$6.1M
Assenagon Asset Management S.A.New Position+417K+$5.0M
AQR Arbitrage LLCNew Position+409K+$4.9M
Bank of New York Mellon CorpNew Position+379K+$4.0M
Allianz Asset Management GmbHNew Position+300K+$3.0M
JACOBS ASSET MANAGEMENT, LLCNew Position+200K+$2.4M
Rosenthal {-} Henry Capital Advisors, Inc.New Position+190K+$2.3M
Cerity Partners LLCNew Position+179K+$1.0M
CWM, LLCNew Position+54K+$650K
STRS OHIONew Position+54K+$642K

HTBK — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
VANGUARD GROUP INCDecreased-503K-$39.1B
DIMENSIONAL FUND ADVISORS LPDecreased-113K-$33.6B
STATE STREET CORPDecreased-241K-$21.9B
JPMORGAN CHASE & CODecreased-231K-$18.7B
WELLINGTON MANAGEMENT GROUP LLPClosed Position-1.7M-$17.2B
Boston PartnersDecreased-109K-$16.6B
GEODE CAPITAL MANAGEMENT, LLCDecreased-42K-$15.6B
MANUFACTURERS LIFE INSURANCE COMPANY, THEDecreased-30K-$12.6B
AMERICAN CENTURY COMPANIES INCDecreased-18K-$10.7B
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCDecreased-10K-$9.7B
Rhino Investment Partners, IncDecreased-775K-$7.9B
Nuveen, LLCDecreased-81K-$7.4B
TWO SIGMA INVESTMENTS, LPDecreased-298K-$6.2B
NORTHERN TRUST CORPDecreased-60K-$5.8B
MORGAN STANLEYDecreased-124K-$5.5B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1DIMENSIONAL FUND ADVISORS LP3,187,790$38.0M0.01%Share
2BlackRock, Inc.3,099,176$37.0M0.00%Share
3VANGUARD GROUP INC2,984,291$35.8M0.00%Share
4BlackRock, Inc.2,556,208$30.0M0.00%Share
5STATE STREET CORP1,969,703$23.0M0.00%Share
6HoldCo Asset Management, LP1,623,446$19.5M1.47%Share
7First Trust Capital Management L.P.1,550,000$18.6M1.13%Share
8GEODE CAPITAL MANAGEMENT, LLC1,330,636$15.0M0.00%Share
9BALYASNY ASSET MANAGEMENT L.P.1,301,168$15.0M0.02%Share
10MANUFACTURERS LIFE INSURANCE COMPANY, THE1,235,007$14.0M0.01%Share
11JPMORGAN CHASE & CO1,180,909$14.0M0.00%Share
12BlackRock, Inc.1,149,548$13.0M0.00%Share
13KENNEDY CAPITAL MANAGEMENT LLC1,003,248$12.0M0.26%Share
14AMERICAN CENTURY COMPANIES INC1,059,389$12.0M0.01%Share
15HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC969,474$11.6M0.03%Share
16ALLIANCEBERNSTEIN L.P.763,246$9.0M0.00%Share
17AQR CAPITAL MANAGEMENT LLC809,508$9.0M0.00%Share
18GOLDMAN SACHS GROUP INC791,438$9.0M0.00%Share
19Versor Investments LP740,090$8.9M1.38%Share
20GOLDMAN SACHS GROUP INC735,283$8.0M0.00%Share
21Qube Research & Technologies Ltd702,361$8.0M0.01%Share
22BlackRock, Inc.596,213$7.0M0.00%Share
23AlTi Global, Inc.611,671$7.0M0.15%Share
24ABC ARBITRAGE SA580,752$7.0M0.65%Share
25SummitTX Capital, L.P.504,206$6.1M0.18%Share
26Nuveen, LLC522,106$6.0M0.00%Share
27CHARLES SCHWAB INVESTMENT MANAGEMENT INC505,200$6.0M0.00%Share
28Assenagon Asset Management S.A.417,129$5.0M0.01%Share
29RENAISSANCE TECHNOLOGIES LLC464,700$5.0M0.01%Share
30ARROWSTREET CAPITAL, LIMITED PARTNERSHIP430,422$5.0M0.00%Share
31NORTHERN TRUST CORP452,709$5.0M0.00%Share
32BlackRock, Inc.470,292$5.0M0.00%Share
33AQR Arbitrage LLC409,465$4.9M0.10%Share
34VANGUARD GROUP INC382,745$4.6M0.00%Share
35BRIDGEWAY CAPITAL MANAGEMENT, LLC367,979$4.0M0.08%Share
36JPMORGAN CHASE & CO353,553$4.0M0.00%Share
37UBS Group AG289,405$3.5M0.00%Share
38CITADEL ADVISORS LLC255,559$3.0M0.00%Share
39TWO SIGMA ADVISERS, LP267,402$3.0M0.01%Share
40TWO SIGMA INVESTMENTS, LP328,255$3.0M0.00%Share
41Allianz Asset Management GmbH300,100$3.0M0.00%Share
42BlackRock, Inc.320,700$3.0M0.00%Share
43Bank of New York Mellon Corp265,037$3.0M0.00%Share
44State of New Jersey Common Pension Fund D210,631$2.5M0.01%Share
45JACOBS ASSET MANAGEMENT, LLC200,000$2.4M1.34%Share
46Rosenthal {-} Henry Capital Advisors, Inc.189,785$2.3M2.11%Share
47Creative Planning226,401$2.0M0.00%Share
48CITIGROUP INC227,559$2.0M0.00%Share
49RAYMOND JAMES FINANCIAL INC196,594$2.0M0.00%Share
50GEODE CAPITAL MANAGEMENT, LLC203,313$2.0M0.00%Share

HTBK Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025197$520.3M+56
Q3 2025141$455.2B-9
Q2 2025150$373.0B-38
Q1 2025188$445.2B+15
Q4 2024173$2.8T+36
Q3 2024137$290.8T+5
Q2 2024132$168.0T-12
Q1 2024144$153.3T—

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As of Q4 2025, 50 institutional investors hold HTBK (Heritage Commerce Corp). The largest holder is DIMENSIONAL FUND ADVISORS LP with $38.0M in shares. This quarter, 15 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own HTBK?

As of Q4 2025, 50 institutional investors report holding HTBK (Heritage Commerce Corp) in their 13F filings.

Who is the largest institutional holder of HTBK?

The largest institutional holder of HTBK is DIMENSIONAL FUND ADVISORS LP with $38.0M in shares.

Is institutional ownership of HTBK increasing or decreasing?

This quarter, 15 institutions opened new positions in HTBK and 1 closed their positions.