HERITAGE COMMERCE CORP (HTBK) Institutional Ownership and Insiders Activity
HERITAGE COMMERCE CORP (HTBK) is widely held by institutional investors, with 6 firms reporting positions valued at approximately $2.23M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc is the largest disclosed holder, reporting approximately $1.06M in HTBK holdings in its latest filing.
Institutional Holders
6
Total Reported Value
$2.23M
Largest Holder
Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc
Largest Position
$1.06M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
0
Funds Exiting Positions
187
Top Institutional Owners
View allInvestorReported Balance
- Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc$1.06M
- Cwm, Llc$672,372
- Janus Henderson Group Plc$338,297
- Liberty Wealth Management Llc$142,357
- Ifp Advisors, Inc$10,276
Related HTBK Institutional Insights:
- HTBK 13F Institutional Holders
- HTBK Top Institutional Shareholders
- HTBK Institutional Ownership Changes
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- HTBK Insider Trading & SEC Form 4 Activity
- HTBK Articles
- Top Institutional Investor Stock Rankings