Heritage Commerce Ownership | Who Owns Heritage Commerce?
Heritage Commerce Ownership Summary
Heritage Commerce is owned by 76.74% institutional investors, 3.94% insiders, and 19.32% 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 3.02% of its assets in Heritage Commerce shares.
HTBK Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Heritage Commerce | 76.74% | 3.94% | 19.32% |
| Sector | Financial Services Stocks | 71.97% | 15.45% | 12.58% |
| Industry | Regional Banks Stocks | 38.06% | 12.02% | 49.92% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 8.28M | 13.53% | $72.02M |
| Blackrock funding, inc. /de | 8.16M | 13.31% | $76.57M |
| Dimensional fund advisors lp | 3.39M | 5.53% | $31.82M |
| Vanguard group | 3.39M | 5.52% | $31.77M |
| Fj capital management | 3.04M | 4.96% | $28.52M |
| 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 |
| Geode capital management | 1.43M | 2.33% | $13.39M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Holdco asset management, lp | 94.44K | 5.03% | $821.62K |
| Fj capital management | 3.04M | 3.31% | $28.52M |
| Ejf capital | 279.91K | 1.80% | $2.63M |
| Endeavour capital advisors | 595.55K | 1.78% | $5.59M |
| John w. rosenthal capital management | 203.84K | 1.77% | $1.91M |
| Summerhaven investment management | 88.72K | 0.51% | $832.17K |
| Banc funds | 174.54K | 0.18% | $1.64M |
| Atom investors lp | 139.31K | 0.16% | $1.31M |
| Cartesian growth | 654.17K | 0.15% | $6.14M |
| Clarivest asset management | 165.11K | 0.15% | $1.44M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wellington management group llp | 2.30M | 0.00% | 268.90K |
| Raymond james financial | 232.56K | 0.00% | 232.56K |
| Millennium management | 200.52K | 0.00% | 200.52K |
| Assenagon asset management | 463.77K | 0.01% | 170.99K |
| Exoduspoint capital management, lp | 135.56K | 0.01% | 135.56K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| T. rowe price investment management | - | - | -748.89K |
| Stieven capital advisors | - | - | -747.64K |
| Fj capital management | 3.04M | 3.31% | -594.76K |
| Siena capital partners gp | - | - | -400.01K |
| Ategra capital management | - | - | -369.32K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Raymond james financial | 232.56K | 0.00% | 232.56K | $2.18M |
| Cubist systematic strategies | 63.15K | 0.00% | 63.15K | $592.38K |
| Hrt financial lp | 61.72K | 0.00% | 61.72K | $578.00K |
| Susquehanna fundamental investments | 51.02K | 0.01% | 51.02K | $478.59K |
| Qube research | 45.22K | 0.00% | 45.22K | $424.16K |
Sold Out
| Holder | Change |
|---|---|
| Ifp advisors | -2.00 |
| Rosenberg matthew hamilton | -12.00 |
| Nelson, van denburg & campbell wealth management group | -14.00 |
| Private wealth management group | -73.00 |
| Bessemer group | -80.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Mar 31, 2024 | 171 | 2.40% | 45,548,777 | 2.00% | 74 | 1.39% | 89 | -10.10% | 57 | 29.55% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 1.86M | 3.02% | 26.12K |
| Vanguard US Total Market Shares ETF | 1.84M | 2.99% | - |
| iShares Russell 2000 ETF | 1.61M | 2.61% | 789.00 |
| Vanguard Institutional Extnd Mkt Idx Tr | 985.08K | 1.60% | 1.90K |
| Kennedy Small Cap Value | 887.89K | 1.45% | 311.44K |
| Avantis US Small Cap Value ETF | 865.57K | 1.41% | - |
| DFA US Small Cap Value I | 808.01K | 1.31% | - |
| BlackRock Advantage Small Cap Core Instl | 699.73K | 1.14% | - |
| JHancock Regional Bank A | 655.88K | 1.06% | - |
| Fidelity Small Cap Index | 597.18K | 0.97% | 5.74K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| 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 |
| May 05, 2023 | Conner Jack W | - | Buy | $36.84K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | - |
| 2025 Q1 | - | 3 |
| 2024 Q4 | - | - |
| 2024 Q3 | - | - |
| 2024 Q2 | - | - |
HTBK Ownership FAQ
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