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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Algert Global LlcSell-70,009-100.0%0$0.00Q2 2026Aug 11, 2026
Ifp Advisors, IncSell-17-2.2%764$10.28KQ2 2026Jul 20, 2026
Wells Fargo & Company/MnSell-31,929-100.0%0$0.00Q2 2026Jul 08, 2026
Bank Of America CorpSell-211,015-100.0%0$0.00Q2 2026May 18, 2026
California State Teachers Retirement SystemSell-53,419-100.0%0$0.00Q2 2026May 18, 2026
AmundiSell-31,842-100.0%0$0.00Q2 2026May 18, 2026
Sunbelt Securities, Inc.Sell-14-100.0%0$0.00Q2 2026May 18, 2026
State Street CorpSell-2,419,810-100.0%0$0.00Q2 2026May 15, 2026
Balyasny Asset Management L.P.Sell-1,707,998-100.0%0$0.00Q2 2026May 15, 2026
Holdco Asset Management, LpSell-1,623,446-100.0%0$0.00Q2 2026May 15, 2026
Geode Capital Management, LlcSell-1,571,964-100.0%0$0.00Q2 2026May 15, 2026
Manufacturers Life Insurance Company, TheSell-1,217,843-100.0%0$0.00Q2 2026May 15, 2026
Goldman Sachs Group IncSell-1,109,835-100.0%0$0.00Q2 2026May 15, 2026
American Century Companies IncSell-1,044,866-100.0%0$0.00Q2 2026May 15, 2026
Hotchkis & Wiley Capital Management LlcSell-823,974-100.0%0$0.00Q2 2026May 15, 2026
Millennium Management LlcSell-819,240-100.0%0$0.00Q2 2026May 15, 2026
Aqr Capital Management LlcSell-728,807-100.0%0$0.00Q2 2026May 15, 2026
Qube Research & Technologies LtdSell-709,312-100.0%0$0.00Q2 2026May 15, 2026
Aqr Arbitrage LlcSell-678,382-100.0%0$0.00Q2 2026May 15, 2026
Summittx Capital, L.P.Sell-580,179-100.0%0$0.00Q2 2026May 15, 2026
Charles Schwab Investment Management IncSell-508,183-100.0%0$0.00Q2 2026May 15, 2026
Alliancebernstein L.P.Sell-479,102-100.0%0$0.00Q2 2026May 15, 2026
Morgan StanleySell-435,893-100.0%0$0.00Q2 2026May 15, 2026
Prelude Capital Management, LlcSell-363,251-100.0%0$0.00Q2 2026May 15, 2026
Susquehanna International Group, LlpSell-351,822-100.0%0$0.00Q2 2026May 15, 2026
Two Sigma Investments, LpSell-319,709-100.0%0$0.00Q2 2026May 15, 2026
Squarepoint Ops LlcSell-280,224-100.0%0$0.00Q2 2026May 15, 2026
Jacobs Asset Management, LlcSell-262,500-100.0%0$0.00Q2 2026May 15, 2026
Citadel Advisors LlcSell-215,507-100.0%0$0.00Q2 2026May 15, 2026
Cerity Partners LlcSell-172,684-100.0%0$0.00Q2 2026May 15, 2026
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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.