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Heritage Commerce Ownership | Who Owns Heritage Commerce?

OverviewForecastRevenueFinancialsChart

Heritage Commerce Ownership Summary

Heritage Commerce is owned by 43.97% institutional investors, 3.03% insiders, and 53.00% retail investors. Blackrock is the largest institutional shareholder, holding 13.53% of HTBK shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.07% of its assets in Heritage Commerce shares.

HTBK Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockHeritage Commerce43.97%3.03%53.00%
SectorFinancial Services Stocks 37.05%15.59%47.36%
IndustryRegional Banks Stocks38.44%12.57%48.99%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock8.28M13.53%$72.02M
Blackrock funding, inc. /de8.20M13.38%$102.35M
Vanguard group3.44M5.62%$41.36M
Dimensional fund advisors lp3.40M5.54%$42.37M
State street2.42M3.95%$30.52M
Wellington management group llp1.74M2.82%$17.24M
Balyasny asset management1.71M2.79%$21.32M
Holdco asset management, lp1.62M2.65%$20.26M
First trust capital management1.62M2.64%$20.23M
Geode capital management1.57M2.56%$19.62M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Versor investments lp112.99K3.45%$1.41M
John w. rosenthal capital management190.06K2.32%$2.37M
Gardner lewis asset management l p816.83K2.21%$10.19M
Jacobs asset management262.50K1.96%$3.28M
Holdco asset management, lp1.62M1.51%$20.26M
First trust capital management1.62M1.06%$20.23M
Abc arbitrage sa466.42K0.77%$5.82M
Maltese capital management251.18K0.38%$2.49M
Prelude capital management363.25K0.35%$4.53M
Oxford asset management llp51.26K0.28%$639.75K

Top Buyers

HolderShares% AssetsChange
Citigroup1.21M0.01%972.06K
Gardner lewis asset management l p816.83K2.21%788.51K
Millennium management819.24K0.00%741.16K
Arrowstreet capital, limited partnership1.01M0.01%579.33K
State street2.42M0.00%450.11K

Top Sellers

HolderShares% AssetsChange
Fj capital management---2.34M
Wellington management group llp1.74M0.00%-1.27M
T. rowe price investment management---748.89K
Stieven capital advisors---747.64K
Versor investments lp112.99K3.45%-627.10K

New Positions

HolderShares% AssetsChangeValue
Vanguard fiduciary trust398.72K0.00%398.72K$4.98M
Prelude capital management363.25K0.35%363.25K$4.53M
Squarepoint ops280.22K0.00%280.22K$3.50M
Glazer capital193.85K0.05%193.85K$2.42M
Principal financial group128.04K0.00%128.04K$1.60M

Sold Out

HolderChange
American capital advisory-7.00
Rosenberg matthew hamilton-12.00
Nelson, van denburg & campbell wealth management group-14.00
Private wealth asset management-24.00
First community trust na-25.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 2026107-46.23%26,956,296-45.78%430.67%57-41.24%28-59.42%
Dec 31, 2025148-21.69%40,356,803-16.14%651.07%69-40.00%5016.28%
Sep 30, 20251825.20%47,737,087-0.39%771.28%11127.59%41-33.87%
Jun 30, 2025173-8.47%47,924,2011.46%771.32%87-10.31%62-1.59%
Mar 31, 20251885.03%47,177,0310.73%761.32%97-7.62%6234.78%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv1.89M3.07%37.80K
Vanguard US Total Market Shares ETF1.84M2.99%-
First Trust Merger Arbitrage Cl I1.54M2.50%1.54M
iShares Russell 2000 ETF1.47M2.39%-12.03K
Kennedy Small Cap Value980.87K1.59%25.17K
BlackRock Advantage Small Cap Core Instl900.92K1.46%-11.63K
State Street® SPDR® S&PRgnllBkgETF850.82K1.38%-748.00
Avantis US Small Cap Value ETF825.98K1.34%-
DFA US Small Cap Value I762.86K1.24%12.29K
Vanguard Institutional Extnd Mkt Idx Tr694.27K1.13%23.88K

Recent Insider Transactions

DateNameRoleActivityValue
Sep 09, 2025CABRAL BRUCE H-Sell$60.19K
Aug 01, 2025SA THOMAS A EVP/Chief Operating OfficerBuy$185.00K
Mar 10, 2025Jones Robertson Clay JR President and CEOSell$50.06K
Mar 10, 2025Just Susan Svensson EVP/Chief Credit OfficerSell$15.59K
Feb 27, 2025Conner Jack W-Sell$42.08K

Insider Transactions Trends

DateBuySell
2026 Q2--
2026 Q1--
2025 Q4--
2025 Q311
2025 Q2--

HTBK Ownership FAQ

Who Owns Heritage Commerce?

Heritage Commerce shareholders are primarily institutional investors at 43.97%, followed by 3.03% insiders and 53.00% retail investors. The average institutional ownership in Heritage Commerce's industry, Regional Banks Stocks, is 38.44%, 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 (8.2M shares, 13.38%), and Vanguard group (3.44M shares, 5.62%). Together, they hold 32.52% 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?

Versor investments lp is Heritage Commerce’s biggest shareholder by percentage of total assets invested, with 3.45% of its assets in 112.99K Heritage Commerce shares, valued at 1.41M$.

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 3.07% of its total shares outstanding invested in 1.89M Heritage Commerce shares.

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