Heritage Commerce Ownership | Who Owns Heritage Commerce?

Overview Forecast RevenueFinancials Chart

Heritage Commerce Ownership Summary

Heritage Commerce is owned by 77.63% institutional investors, 4.07% insiders, and 18.30% 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	77.63%	4.07%	18.30%
Sector	Financial Services Stocks	36.95%	15.48%	47.58%
Industry	Regional Banks Stocks	38.26%	12.54%	49.20%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	8.28M	13.53%	$72.02M
Blackrock funding, inc. /de	8.21M	13.35%	$81.53M
Vanguard group	3.95M	6.42%	$39.19M
Dimensional fund advisors lp	3.39M	5.51%	$33.62M
State street	2.21M	3.60%	$21.95M
Jpmorgan chase	1.88M	3.06%	$18.71M
Wellington management group llp	1.74M	2.82%	$17.24M
Boston partners	1.68M	2.73%	$16.64M
Holdco asset management, lp	1.62M	2.64%	$16.12M
Geode capital management	1.58M	2.56%	$15.66M

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	190.06K	1.81%	$1.89M
Holdco asset management, lp	1.62M	1.70%	$16.12M
Ejf capital	204.54K	1.18%	$2.03M
Maltese capital management	251.18K	0.38%	$2.49M
Banc funds	121.54K	0.21%	$1.21M
Mendon capital advisors	50.00K	0.19%	$496.50K
Kennedy capital management	836.34K	0.18%	$8.30M
Cartesian growth	656.77K	0.15%	$6.52M
Clarivest asset management	165.11K	0.15%	$1.44M

Top Buyers

Holder	Shares	% Assets	Change
Boston partners	1.68M	0.02%	574.07K
Vanguard group	3.95M	0.00%	390.98K
State street	2.21M	0.00%	331.10K
Blackrock funding, inc. /de	8.21M	0.00%	285.62K
Nuveen	747.20K	0.00%	273.55K

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
Siena capital partners gp	-	-	-400.01K

New Positions

Holder	Shares	% Assets	Change	Value
Robertson stephens wealth management	114.88K	0.03%	114.88K	$1.14M
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
Srs capital advisors	34.37K	0.00%	34.37K	$341.31K
Bleakley financial group	29.64K	0.01%	29.64K	$294.27K

Sold Out

Holder	Change
Ifp advisors	-2.00
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 %
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%
Sep 30, 2024	163	4.49%	47,005,518	-1.82%	76	1.25%	86	-8.51%	48	11.63%

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	1.48M	2.41%	-
BlackRock Advantage Small Cap Core Instl	958.67K	1.56%	266.72K
Avantis US Small Cap Value ETF	849.86K	1.38%	-
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%	-
Fidelity Small Cap Index	611.45K	1.00%	-4.79K

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
2025 Q4	-	-
2025 Q3	1	1
2025 Q2	-	-
2025 Q1	-	3
2024 Q4	-	-

HTBK Ownership FAQ

Who Owns Heritage Commerce?

Heritage Commerce shareholders are primarily institutional investors at 77.63%, followed by 4.07% insiders and 18.30% retail investors. The average institutional ownership in Heritage Commerce's industry, Regional Banks Stocks, is 38.26%, 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 (8.21M shares, 13.35%), and Vanguard group (3.95M shares, 6.42%). Together, they hold 33.30% 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 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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