HERITAGE COMMERCE CORP - Common Stock (HTBK)

Historical Holders from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
HTBK on Nasdaq
Shares outstanding
61,474,798
Price per share
$12.01
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
48,122,907
Total reported value
$477,841,338
% of total 13F portfolios
0%
Share change
+170,109
Value change
+$1,683,080
Number of holders
185
Price from insider filings
$12.01
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of HERITAGE COMMERCE CORP - Common Stock (HTBK) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock, Inc. 8.6% $50,504,143 5,305,057 BlackRock, Inc. 31 Jan 2025
VANGUARD GROUP INC 6.4% $39,190,552 3,946,682 The Vanguard Group 30 Sep 2025
BlackRock Portfolio Management LLC 5.5% $33,602,950 3,384,017 BlackRock Portfolio Management LLC 30 Sep 2025
WELLINGTON MANAGEMENT GROUP LLP 4.9% -22% $27,618,238 -$7,271,339 3,005,249 -21% Wellington Management Group LLP 30 Jun 2025
FJ Capital Management LLC 3.8% -28% $22,513,124 -$9,694,521 2,364,824 -30% FJ Capital Management LLC 31 Mar 2025
As of 30 Sep 2025, HERITAGE COMMERCE CORP - Common Stock (HTBK) has 185 institutional shareholders filing 13F forms. They hold 48,122,907 shares. of 61,474,798 outstanding shares (78%) .

Top 25 institutional shareholders own 62% of the company.

Filer Ownership Nb Shares Share Change % Portfolio % Holdings Value
BlackRock, Inc. 13% 8,210,106 +3.6% 0% $81,526,352
VANGUARD GROUP INC 6.4% 3,946,682 +11% 0% $39,190,553
DIMENSIONAL FUND ADVISORS LP 5.5% 3,386,031 -1.1% 0.01% $33,623,352
STATE STREET CORP 3.6% 2,210,769 +18% 0% $21,952,936
JPMORGAN CHASE & CO 3.1% 1,883,705 +2.4% 0% $18,705,191
WELLINGTON MANAGEMENT GROUP LLP 2.8% 1,735,894 -42% 0% $17,237,427
Boston Partners 2.7% 1,676,777 +52% 0.02% $16,636,403
HoldCo Asset Management, LP 2.6% 1,623,446 0% 1.7% $16,120,819
GEODE CAPITAL MANAGEMENT, LLC 2.6% 1,576,436 +0.72% 0% $15,656,445
MANUFACTURERS LIFE INSURANCE COMPANY, THE 2.1% 1,265,333 -2% 0.01% $12,564,757
AMERICAN CENTURY COMPANIES INC 1.8% 1,077,802 -0.29% 0.01% $10,702,586
GOLDMAN SACHS GROUP INC 1.7% 1,065,669 -6.4% 0% $10,582,089
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 1.6% 979,624 -28% 0.03% $9,727,666
KENNEDY CAPITAL MANAGEMENT LLC 1.4% 836,340 -3.8% 0.18% $8,304,856
Rhino Investment Partners, Inc 1.3% 795,180 +30% 2.5% $7,896,137
Nuveen, LLC 1.2% 747,202 +58% 0% $7,419,716
AQR CAPITAL MANAGEMENT LLC 1.1% 684,819 +48% 0% $6,800,252
ALLIANCEBERNSTEIN L.P. 1.1% 678,246 +57% 0% $6,734,983
AlTi Global, Inc. 1.1% 656,772 +0.03% 0.15% $6,521,746
TWO SIGMA INVESTMENTS, LP 1% 626,061 +54% 0.01% $6,216,786
NORTHERN TRUST CORP 0.94% 580,364 -0.9% 0% $5,763,014
MORGAN STANLEY 0.9% 550,683 +14% 0% $5,468,298
TWO SIGMA ADVISERS, LP 0.85% 525,002 +4.6% 0.01% $5,213,270
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.82% 504,272 -0.29% 0% $5,007,421
RENAISSANCE TECHNOLOGIES LLC 0.79% 488,400 +11% 0.01% $4,849,812

Institutional Holders of HERITAGE COMMERCE CORP - Common Stock (HTBK) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price Investors
2025 Q4 522,630 $6,294,511 +$5,101,295 $12.01 9
2025 Q3 48,122,907 $477,841,338 +$1,683,080 $9.93 185
2025 Q2 47,924,201 $475,781,428 -$8,056,930 $9.93 173
2025 Q1 47,222,408 $449,434,064 +$3,598,986 $9.52 185
2024 Q4 46,866,084 $439,551,209 -$1,289,010 $9.38 177
2024 Q3 46,999,649 $464,064,889 -$7,482,323 $9.88 161
2024 Q2 47,874,376 $416,627,917 +$21,150,914 $8.70 153
2024 Q1 45,535,821 $390,534,242 +$6,382,303 $8.58 167
2023 Q4 25,928 $257,206 -$217,069 $9.92 1
2023 Q3 43,547,807 $368,708,991 +$3,883,872 $8.47 145
2023 Q2 43,292,139 $358,692,134 +$6,395,332 $8.28 150
2023 Q1 42,729,688 $355,851,445 -$7,128,867 $8.33 161
2022 Q4 44,668,399 $580,533,580 +$4,783,078 $13.00 151
2022 Q3 43,012,213 $487,744,276 -$62,711,578 $11.34 136
2022 Q2 42,800,425 $457,529,368 +$3,837,886 $10.69 138
2022 Q1 43,600,480 $490,588,103 +$6,511,284 $11.25 139
2021 Q4 42,433,052 $506,402,184 +$4,331,857 $11.94 132
2021 Q3 42,737,915 $496,912,106 -$85,946 $11.63 119
2021 Q2 42,730,471 $475,653,333 +$749,541 $11.13 132
2021 Q1 42,664,230 $521,322,312 +$12,432,989 $12.22 119
2020 Q4 42,073,156 $373,369,704 +$8,056,572 $8.87 117
2020 Q3 40,812,983 $271,651,167 -$8,649,999 $6.66 113
2020 Q2 41,949,932 $314,308,426 +$5,139,983 $7.50 113
2020 Q1 41,239,927 $316,274,452 -$9,174,372 $7.67 111
2019 Q4 41,767,400 $535,870,762 +$89,915,835 $12.83 128
2019 Q3 34,882,961 $410,330,282 +$12,156,707 $11.75 124
2019 Q2 33,644,581 $412,144,005 +$23,308,635 $12.25 113
2019 Q1 32,056,857 $387,883,849 +$7,928,019 $12.10 115
2018 Q4 31,799,636 $360,607,333 -$4,403,328 $11.34 123
2018 Q3 31,609,016 $471,598,750 +$8,185,462 $14.92 111
2018 Q2 31,295,750 $531,732,128 +$60,773,963 $16.99 119
2018 Q1 27,756,276 $457,401,940 +$8,398,094 $16.48 119
2017 Q4 27,291,048 $418,194,590 +$927,217 $15.32 117
2017 Q3 26,519,334 $377,359,936 +$5,457,698 $14.23 102
2017 Q2 26,658,727 $367,359,886 +$5,309,953 $13.78 104
2017 Q1 26,161,140 $368,873,496 +$44,902,484 $14.10 102
2016 Q4 25,569,155 $368,906,111 +$21,751,862 $14.43 101
2016 Q3 25,476,029 $278,703,121 +$63,290,525 $10.94 97
2016 Q2 19,720,942 $207,652,796 +$3,105,921 $10.53 94
2016 Q1 19,380,935 $194,072,000 +$2,348,904 $10.01 89
2015 Q4 19,105,054 $228,493,245 +$1,718,167 $11.96 89
2015 Q3 19,083,879 $216,518,707 +$15,233,467 $11.34 80
2015 Q2 17,525,766 $168,441,213 +$4,699,101 $9.61 69
2015 Q1 17,300,994 $157,887,031 +$1,782,564 $9.13 61
2014 Q4 17,114,895 $151,087,602 +$1,211,697 $8.83 60
2014 Q3 16,566,158 $136,005,762 -$100,814 $8.21 56
2014 Q2 16,831,165 $137,495,716 -$3,160,568 $8.17 60
2014 Q1 17,225,315 $138,866,138 +$146,355 $8.06 60