HTBK Institutional Ownership & Shareholders
HERITAGE COMMERCE CORP (HTBK) is currently held by 6 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $2.41M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.
Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc is currently the largest disclosed institutional shareholder of HTBK tracked by InsiderSet, reporting ownership valued at approximately $1.06M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.15M, representing an estimated gain of +7.77% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed HTBK value among the investors covered in this analysis. Major shareholders include Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc, Cwm, Llc, Janus Henderson Group Plc, and several other long-term asset managers with concentrated positions in HERITAGE COMMERCE CORP (HTBK).
This page ranks the largest institutional HTBK shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
6
Total Reported Value
$2.41M
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
Q1 2026
New Institutional Positions
172
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 85,228 | $1,063,645 | $1,146,317 | +$82,672 | +7.77% | |
| Cwm, Llc | 0.00% | 53,876 | $672,372 | $724,632 | +$52,260 | +7.77% | |
| Janus Henderson Group Plc | 0.00% | 27,118 | $338,297 | $364,737 | +$26,440 | +7.82% | |
| Fmr Llc | 0.00% | 20,659 | $196,676 | $277,864 | +$81,188 | +41.28% | |
| Liberty Wealth Management Llc | 0.02% | 11,407 | $142,357 | $153,424 | +$11,067 | +7.77% | |
| Sunbelt Securities, Inc. | 0.00% | 14 | $175 | $188 | +$13 | +7.60% |
Frequently asked questions about HTBK
Who are the largest institutional holders of HTBK?
The largest institutional holders of HTBK reported in the latest SEC Form 13F filings include Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc, Cwm, Llc, Janus Henderson Group Plc, Fmr Llc, and Liberty Wealth Management Llc. InsiderSet ranks institutional holders by their latest reported HTBK position.
What is HTBK institutional ownership?
This page tracks HTBK positions reported by institutional investment managers through SEC Form 13F. HERITAGE COMMERCE CORP (HTBK) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own HTBK?
InsiderSet currently tracks 6 institutional managers reporting HTBK holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of HTBK shareholders.
How much HTBK stock do institutions own?
Institutional investment managers disclosed approximately $2.41M in HTBK holdings for Q1 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was HTBK institutional ownership last updated?
The latest HTBK institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended March 31, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional HTBK holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its HTBK position after the reporting date.
Are institutions buying or selling HTBK?
Institutional buying and selling can be analyzed by comparing HTBK positions across consecutive 13F reporting periods. InsiderSet's HTBK Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View HTBK ownership changes.
How has HTBK institutional ownership changed over time?
InsiderSet tracks HTBK institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.