Heritage Commerce Ownership | Who Owns Heritage Commerce?

Overview Forecast RevenueFinancials Chart

Heritage Commerce Ownership Summary

Heritage Commerce is owned by 77.93% institutional investors, 4.07% insiders, and 18.00% retail investors. Blackrock is the largest institutional shareholder, holding 13.53% of HTBK shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 2.99% of its assets in Heritage Commerce shares.

HTBK Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Heritage Commerce	77.93%	4.07%	18.00%
Sector	Financial Services Stocks	51.64%	15.54%	32.82%
Industry	Regional Banks Stocks	53.95%	12.38%	33.68%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	8.28M	13.53%	$72.02M
Blackrock funding, inc. /de	7.92M	12.89%	$78.69M
Dimensional fund advisors lp	3.39M	5.53%	$31.82M
Vanguard group	3.39M	5.52%	$31.77M
Fj capital management	2.34M	3.81%	$23.28M
Wellington management group llp	2.30M	3.75%	$21.60M
Jpmorgan chase	2.05M	3.34%	$19.20M
State street	1.90M	3.11%	$16.56M
Boston partners	1.75M	2.87%	$15.37M
Holdco asset management, lp	1.62M	2.64%	$16.12B

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Holdco asset management, lp	1.62M	2.52%	$16.12B
Fj capital management	2.34M	2.47%	$23.28M
John w. rosenthal capital management	190.69K	1.91%	$1.89M
Rhino investment partners	612.17K	1.66%	$6.08M
Ejf capital	196.79K	1.55%	$1.95M
Summerhaven investment management	91.79K	0.60%	$911.50K
Maltese capital management	190.00K	0.26%	$1.89M
Kennedy capital management	868.93K	0.21%	$8.63M
Banc funds	121.54K	0.18%	$1.21M
Cartesian growth	654.17K	0.15%	$6.14M

Top Buyers

Holder	Shares	% Assets	Change
Holdco asset management, lp	1.62M	2.52%	1.62M
Wellington management group llp	2.30M	0.00%	268.90K
Millennium management	200.52K	0.00%	200.52K
Maltese capital management	190.00K	0.26%	190.00K
Dimensional fund advisors lp	3.39M	0.01%	130.14K

Top Sellers

Holder	Shares	% Assets	Change
T. rowe price investment management	-	-	-748.89K
Stieven capital advisors	-	-	-747.64K
Siena capital partners gp	-	-	-400.01K
Ategra capital management	-	-	-369.32K
Jpmorgan chase	2.05M	0.00%	-266.63K

New Positions

Holder	Shares	% Assets	Change	Value
Holdco asset management, lp	1.62M	2.52%	1.62M	$16.12B
Maltese capital management	190.00K	0.26%	190.00K	$1.89M
Marshall wace, llp	72.97K	0.00%	72.97K	$724.58K
Cubist systematic strategies	63.15K	0.00%	63.15K	$592.38K
Susquehanna portfolio strategies	47.92K	0.01%	47.92K	$475.88K

Sold Out

Holder	Change
Ifp advisors	-2.00
Rosenberg matthew hamilton	-12.00
Nelson, van denburg & campbell wealth management group	-14.00
First community trust na	-25.00
Stephens consulting	-40.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2025	173	-8.47%	47,924,201	1.46%	77	1.32%	87	-10.31%	62	-1.59%
Mar 31, 2025	188	5.03%	47,177,031	0.73%	76	1.32%	97	-7.62%	62	34.78%
Dec 31, 2024	115	-29.45%	30,599,669	-34.90%	49	0.85%	65	-24.42%	29	-39.58%
Sep 30, 2024	163	4.49%	47,005,518	-1.82%	76	1.25%	86	-8.51%	48	11.63%
Jun 30, 2024	154	-9.94%	47,862,687	5.08%	78	1.41%	93	4.49%	42	-26.32%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard US Total Market Shares ETF	1.84M	2.99%	-
Vanguard Total Stock Mkt Idx Inv	1.82M	2.96%	-40.34K
iShares Russell 2000 ETF	1.45M	2.36%	-27.61K
BlackRock Advantage Small Cap Core Instl	958.67K	1.56%	266.72K
Avantis US Small Cap Value ETF	852.17K	1.39%	-
DFA US Small Cap Value I	808.01K	1.31%	-
Kennedy Small Cap Value	743.70K	1.21%	-144.19K
Vanguard Institutional Extnd Mkt Idx Tr	658.09K	1.07%	-285.74K
JHancock Regional Bank A	629.32K	1.02%	-5.55K
Fidelity Small Cap Index	616.24K	1.00%	3.50K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Aug 01, 2025	SA THOMAS A	EVP/Chief Operating Officer	Buy	$185.00K
Mar 10, 2025	Jones Robertson Clay JR	President and CEO	Sell	$50.06K
Mar 10, 2025	Just Susan Svensson	EVP/Chief Credit Officer	Sell	$15.59K
Feb 27, 2025	Conner Jack W	-	Sell	$42.08K
Jan 31, 2024	Conner Jack W	-	Sell	$61.94K

Insider Transactions Trends

Date	Buy	Sell
2025 Q3	1	-
2025 Q2	-	-
2025 Q1	-	3
2024 Q4	-	-
2024 Q3	-	-

HTBK Ownership FAQ

Who Owns Heritage Commerce?

Heritage Commerce shareholders are primarily institutional investors at 77.93%, followed by 4.07% insiders and 18.00% retail investors. The average institutional ownership in Heritage Commerce's industry, Regional Banks Stocks, is 53.95%, which Heritage Commerce exceeds.

Who owns the most shares of Heritage Commerce?

Heritage Commerce’s largest shareholders are Blackrock (8.28M shares, 13.53%), Blackrock funding, inc. /de (7.92M shares, 12.89%), and Dimensional fund advisors lp (3.39M shares, 5.53%). Together, they hold 31.95% of Heritage Commerce’s total shares outstanding.

Does Blackrock own Heritage Commerce?

Yes, BlackRock owns 13.53% of Heritage Commerce, totaling 8.28M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 72.02M$. In the last quarter, BlackRock increased its holdings by 120.76K shares, a 1.48% change.

Who is Heritage Commerce’s biggest shareholder by percentage of total assets invested?

Holdco asset management, lp is Heritage Commerce’s biggest shareholder by percentage of total assets invested, with 2.52% of its assets in 1.62M Heritage Commerce shares, valued at 16.12B$.

Who is the top mutual fund holder of Heritage Commerce shares?

Vanguard US Total Market Shares ETF is the top mutual fund holder of Heritage Commerce shares, with 2.99% of its total shares outstanding invested in 1.84M Heritage Commerce shares.

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