HeartCore Enterprises Ownership | Who Owns HeartCore Enterprises?
HeartCore Enterprises Ownership Summary
HeartCore Enterprises is owned by 0.86% institutional investors, 72.11% insiders, and 27.02% retail investors. Creativeone wealth is the largest institutional shareholder, holding 0.21% of HTCR shares. Fidelity Nasdaq Composite Index is the top mutual fund, with 0.05% of its assets in HeartCore Enterprises shares.
HTCR Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | HeartCore Enterprises | 0.86% | 72.11% | 27.02% |
| Sector | Technology Stocks | 144.02% | 12.52% | -56.54% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Creativeone wealth | 42.90K | 0.21% | $77.86K |
| Citadel advisors | 40.38K | 0.19% | $26.69K |
| Xtx topco | 24.53K | 0.11% | $12.02K |
| Prosperity financial group | 21.50K | 0.10% | $10.53K |
| Geode capital management | 12.16K | 0.06% | $22.07K |
| Virtu financial | 11.73K | 0.06% | $8.00K |
| Advisor group | - | - | - |
| Two sigma investments, lp | - | - | - |
| Kestra advisory services | - | - | - |
| Corsair capital management | - | - | - |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Prosperity financial group | 21.50K | 0.00% | $10.53K |
| Creativeone wealth | 42.90K | 0.00% | $77.86K |
| Virtu financial | 11.73K | 0.00% | $8.00K |
| Xtx topco | 24.53K | 0.00% | $12.02K |
| Lazard asset management | - | - | - |
| Advisor group | - | - | - |
| Geode capital management | 12.16K | - | $22.07K |
| Kestra advisory services | - | - | - |
| Corsair capital management | - | - | - |
| Ubs group | - | - | - |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Creativeone wealth | 42.90K | 0.00% | 42.90K |
| Citadel advisors | 40.38K | - | 18.78K |
| Virtu financial | 11.73K | 0.00% | 11.73K |
| Geode capital management | 12.16K | - | - |
| Xtx topco | 24.53K | 0.00% | -655.00 |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Renaissance | - | - | -76.40K |
| Two sigma investments, lp | - | - | -31.57K |
| Corsair capital management | - | - | -29.19K |
| Prosperity financial group | 21.50K | 0.00% | -25.00K |
| Heron bay capital management | - | - | -12.05K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Creativeone wealth | 42.90K | 0.00% | 42.90K | $77.86K |
| Virtu financial | 11.73K | 0.00% | 11.73K | $8.00K |
Sold Out
| Holder | Change |
|---|---|
| Advisor group | -760.00 |
| Ubs group | -2.75K |
| Lazard asset management | -2.87K |
| Kestra advisory services | -11.03K |
| Two sigma securities | -11.47K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2025 | 9 | -30.77% | 190,442 | -68.85% | - | 11.24% | 2 | -75.00% | 5 | 25.00% |
| Mar 31, 2025 | 13 | 8.33% | 611,441 | -0.28% | 2 | 32.10% | 8 | -11.11% | 4 | 100.00% |
| Dec 31, 2024 | 7 | 40.00% | 259,536 | 44.97% | 1 | 168.96% | 5 | 150.00% | 1 | - |
| Sep 30, 2024 | 5 | -28.57% | 179,024 | -31.59% | - | 54.49% | 2 | -33.33% | - | -100.00% |
| Jun 30, 2024 | 7 | 16.67% | 261,698 | -2.54% | 1 | 72.45% | 3 | - | 2 | -33.33% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Fidelity Nasdaq Composite Index | 12.16K | 0.05% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 30, 2025 | Yasui Daishin | - | Sell | $42.00K |
| May 29, 2025 | Yasui Daishin | - | Sell | $33.44K |
| May 20, 2025 | Yasui Daishin | - | Sell | $5.60K |
| May 21, 2025 | Yasui Daishin | - | Sell | $530.09 |
| Mar 21, 2025 | Yasui Daishin | - | Sell | $2.64K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | - | 1 |
| 2024 Q4 | - | 3 |
| 2023 Q4 | 3 | - |
| 2023 Q3 | - | 1 |
| 2023 Q2 | - | 18 |
HTCR Ownership FAQ
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