HERITAGE COMMERCE CORP (HTBK) Institutional Ownership Changes & 13F Activity
HERITAGE COMMERCE CORP (HTBK). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include State Street Corp, Balyasny Asset Management L.P., Holdco Asset Management, Lp, Geode Capital Management, Llc, and Manufacturers Life Insurance Company, The.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Algert Global Llc | Sell | -70,009 | -100.0% | 0 | $0.00 | Q2 2026 | Aug 11, 2026 |
| Ifp Advisors, Inc | Sell | -17 | -2.2% | 764 | $10.28K | Q2 2026 | Jul 20, 2026 |
| Wells Fargo & Company/Mn | Sell | -31,929 | -100.0% | 0 | $0.00 | Q2 2026 | Jul 08, 2026 |
| Bank Of America Corp | Sell | -211,015 | -100.0% | 0 | $0.00 | Q2 2026 | May 18, 2026 |
| California State Teachers Retirement System | Sell | -53,419 | -100.0% | 0 | $0.00 | Q2 2026 | May 18, 2026 |
| Amundi | Sell | -31,842 | -100.0% | 0 | $0.00 | Q2 2026 | May 18, 2026 |
| Sunbelt Securities, Inc. | Sell | -14 | -100.0% | 0 | $0.00 | Q2 2026 | May 18, 2026 |
| State Street Corp | Sell | -2,419,810 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Balyasny Asset Management L.P. | Sell | -1,707,998 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Holdco Asset Management, Lp | Sell | -1,623,446 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Geode Capital Management, Llc | Sell | -1,571,964 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Manufacturers Life Insurance Company, The | Sell | -1,217,843 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Goldman Sachs Group Inc | Sell | -1,109,835 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| American Century Companies Inc | Sell | -1,044,866 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Hotchkis & Wiley Capital Management Llc | Sell | -823,974 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Millennium Management Llc | Sell | -819,240 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Aqr Capital Management Llc | Sell | -728,807 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | Sell | -709,312 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Aqr Arbitrage Llc | Sell | -678,382 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Summittx Capital, L.P. | Sell | -580,179 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Charles Schwab Investment Management Inc | Sell | -508,183 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Alliancebernstein L.P. | Sell | -479,102 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Morgan Stanley | Sell | -435,893 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Prelude Capital Management, Llc | Sell | -363,251 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Susquehanna International Group, Llp | Sell | -351,822 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Two Sigma Investments, Lp | Sell | -319,709 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Squarepoint Ops Llc | Sell | -280,224 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Jacobs Asset Management, Llc | Sell | -262,500 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Citadel Advisors Llc | Sell | -215,507 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Cerity Partners Llc | Sell | -172,684 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
Frequently asked questions about HTBK activity
Which institutional owners are buying HTBK?
Institutional owners buying HTBK include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in HTBK activity?
"Buy" means an investor increased their reported position in HTBK compared to the prior reporting period. This reflects growing exposure to HERITAGE COMMERCE CORP (HTBK) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in HTBK increasing?
Institutional interest in HTBK can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related HTBK Institutional Insights
- HTBK Overview
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- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
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- HTBK Insider Trading & SEC Form 4 Activity
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