Heritage Commerce Ownership | Who Owns Heritage Commerce?

Overview Forecast RevenueFinancials Chart

Heritage Commerce Ownership Summary

Heritage Commerce is owned by 65.83% institutional investors, 3.00% insiders, and 31.18% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 13.61% of HTBK shares. Vanguard Total Stock Mkt Idx Inv 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	65.83%	3.00%	31.18%
Sector	Financial Services Stocks	32.19%	15.44%	52.37%
Industry	Regional Banks Stocks	31.54%	12.70%	55.76%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	8.34M	13.61%	$100.20M
Blackrock	8.28M	13.53%	$72.02M
Vanguard group	3.44M	5.62%	$41.36M
Dimensional fund advisors lp	3.27M	5.34%	$39.31M
State street	2.21M	3.60%	$21.95M
Wellington management group llp	1.74M	2.82%	$17.24M
Jpmorgan chase	1.65M	2.70%	$19.85M
Holdco asset management, lp	1.62M	2.65%	$19.50M
Boston partners	1.57M	2.56%	$18.95M
Goldman sachs group	1.54M	2.51%	$18.48M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Rhino investment partners	795.18K	2.49%	$7.90M
John w. rosenthal capital management	189.78K	2.11%	$2.28M
Holdco asset management, lp	1.62M	1.47%	$19.50M
Versor investments lp	740.09K	1.39%	$8.89M
Ejf capital	204.54K	1.18%	$2.03M
Abc arbitrage sa	580.75K	0.65%	$6.97M
Maltese capital management	251.18K	0.38%	$2.49M
Banc funds	121.54K	0.29%	$1.46M
Mendon capital advisors	50.00K	0.19%	$496.50K
Kennedy capital management	836.34K	0.18%	$8.30M

Top Buyers

Holder	Shares	% Assets	Change
Versor investments lp	740.09K	1.39%	666.39K
Abc arbitrage sa	580.75K	0.65%	580.75K
Goldman sachs group	1.54M	0.00%	473.13K
Assenagon asset management	417.13K	0.01%	417.13K
State street	2.21M	0.00%	331.10K

Top Sellers

Holder	Shares	% Assets	Change
Fj capital management	-	-	-2.34M
Wellington management group llp	1.74M	0.00%	-1.27M
T. rowe price investment management	-	-	-748.89K
Stieven capital advisors	-	-	-747.64K
Vanguard group	3.44M	0.00%	-502.63K

New Positions

Holder	Shares	% Assets	Change	Value
Abc arbitrage sa	580.75K	0.65%	580.75K	$6.97M
Assenagon asset management	417.13K	0.01%	417.13K	$5.01M
Allianz asset management gmbh	300.10K	0.00%	300.10K	$3.60M
Public employees retirement system of ohio	69.61K	0.00%	69.61K	$691.24K
Mendon capital advisors	50.00K	0.19%	50.00K	$496.50K

Sold Out

Holder	Change
Caitong asset management	-3.00
Rosenberg matthew hamilton	-12.00
Nelson, van denburg & campbell wealth management group	-14.00
Twin peaks wealth advisors	-23.00
First community trust na	-25.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2025	148	-21.69%	40,356,803	-16.14%	65	1.07%	69	-40.00%	50	16.28%
Sep 30, 2025	182	5.20%	47,737,087	-0.39%	77	1.28%	111	27.59%	41	-33.87%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	1.84M	2.99%	10.19K
Vanguard US Total Market Shares ETF	1.84M	2.99%	-
iShares Russell 2000 ETF	1.47M	2.39%	191.03K
Kennedy Small Cap Value	955.71K	1.55%	163.65K
BlackRock Advantage Small Cap Core Instl	912.56K	1.48%	245.17K
Avantis US Small Cap Value ETF	829.59K	1.35%	-
DFA US Small Cap Value I	742.57K	1.21%	-2.83K
Vanguard Institutional Extnd Mkt Idx Tr	662.79K	1.08%	3.02K
JHancock Regional Bank A	612.96K	1.00%	-14.43K
Fidelity Small Cap Index	610.93K	0.99%	-726.00

Recent Insider Transactions

Date	Name	Role	Activity	Value
Sep 09, 2025	CABRAL BRUCE H	-	Sell	$60.19K
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

Insider Transactions Trends

Date	Buy	Sell
2026 Q1	-	-
2025 Q4	-	-
2025 Q3	1	1
2025 Q2	-	-
2025 Q1	-	3

HTBK Ownership FAQ

Who Owns Heritage Commerce?

Heritage Commerce shareholders are primarily institutional investors at 65.83%, followed by 3.00% insiders and 31.17% retail investors. The average institutional ownership in Heritage Commerce's industry, Regional Banks Stocks, is 31.54%, which Heritage Commerce exceeds.

Who owns the most shares of Heritage Commerce?

Heritage Commerce’s largest shareholders are Blackrock funding, inc. /de (8.34M shares, 13.61%), Blackrock (8.28M shares, 13.53%), and Vanguard group (3.44M shares, 5.62%). Together, they hold 32.76% 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?

Rhino investment partners is Heritage Commerce’s biggest shareholder by percentage of total assets invested, with 2.49% of its assets in 795.18K Heritage Commerce shares, valued at 7.9M$.

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

Vanguard Total Stock Mkt Idx Inv 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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