HERITAGE COMMERCE CORP (HTBK) Top Institutional Shareholders

HERITAGE COMMERCE CORP (HTBK) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $620.20M in HTBK holdings during the latest filing period.

Blackrock, Inc. is currently the largest disclosed institutional shareholder of HTBK tracked by InsiderSet, reporting ownership valued at approximately $102.35M in its March 31, 2026 SEC Form 13F filing.

The top 10 institutional shareholders tracked on this page collectively account for approximately 52% of the total disclosed HTBK value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Dimensional Fund Advisors Lp, Vanguard Capital Management Llc, 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

190

Total Reported Value

$620.20M

Largest Holder

Blackrock, Inc.

Largest Position

$102.35M

Insider Transactions (90d)

0

Latest Filing Quarter

Q1 2026

New Institutional Positions

173

Funds Exiting Positions

0

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NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Blackrock, Inc.0.00%8,201,121$102,349,986
Dimensional Fund Advisors Lp0.01%3,395,041$42,369,457
Vanguard Capital Management Llc0.00%2,643,749$32,993,988
State Street Corp0.00%2,419,810$30,516,206
Balyasny Asset Management L.P.0.04%1,707,998$21,315,815
Holdco Asset Management, Lp1.51%1,623,446$20,260,606
First Trust Capital Management L.P.1.06%1,621,114$20,231,503
Geode Capital Management, Llc0.00%1,571,964$19,623,232
Boston Partners0.02%1,507,562$18,897,365
Manufacturers Life Insurance Company, The0.01%1,217,843$15,198,681
Citigroup Inc0.01%1,209,015$15,088,508
Goldman Sachs Group Inc0.00%1,109,835$13,850,735
American Century Companies Inc0.01%1,044,866$13,039,928
Arrowstreet Capital, Limited Partnership0.01%1,009,756$12,601,755
Kennedy Capital Management Llc0.26%987,547$12,324,587
Hotchkis & Wiley Capital Management Llc0.03%823,974$10,283,196
Millennium Management Llc0.01%819,240$10,224,115
Gardner Lewis Asset Management L P2.21%816,828$10,194,013
Aqr Capital Management Llc0.00%728,807$9,095,509
Qube Research & Technologies Ltd0.01%709,312$8,852,214
Aqr Arbitrage Llc0.14%678,382$8,466,207
Summittx Capital, L.P.0.23%580,179$7,240,634
Alti Global, Inc.0.15%561,671$7,082,671
Northern Trust Corp0.00%542,460$6,769,900
Charles Schwab Investment Management Inc0.00%508,183$6,342,124
Abc Arbitrage Sa0.77%466,416$5,820,872
Alliancebernstein L.P.0.00%479,102$5,754,015
Vanguard Portfolio Management Llc0.00%443,363$5,533,170
Morgan Stanley0.00%435,893$5,439,968
Ubs Group Ag0.00%423,637$5,286,990
Vanguard Fiduciary Trust Co0.00%398,722$4,976,051
Renaissance Technologies LLCJim Simons0.01%390,000$4,867,200
Bank Of New York Mellon Corp0.00%387,771$4,839,379
Prelude Capital Management, Llc0.35%363,251$4,533,372
Susquehanna International Group, Llp0.01%351,822$4,390,739
Jane Street Group, Llc0.00%331,855$4,141,550
Two Sigma Investments, Lp0.00%319,709$3,989,968
Allianz Asset Management Gmbh0.00%300,100$3,745,248
Squarepoint Ops Llc0.01%280,224$3,497,196
Jacobs Asset Management, Llc1.96%262,500$3,276,000
Creative Planning0.00%230,942$2,882,153
Citadel Advisors Llc0.00%215,507$2,689,527
Bank Of America Corp0.00%211,015$2,633,467
State Of New Jersey Common Pension Fund D0.01%210,631$2,628,675
Rosenthal {-} Henry Capital Advisors, Inc.2.32%190,055$2,371,885
Cerity Partners Llc0.00%172,684$2,155,101
Nuveen, Llc0.00%171,719$2,143,053
Barclays Plc0.00%141,613$1,767,330
Principal Financial Group Inc0.00%128,044$1,597,989
Fmr Llc0.00%126,882$1,583,482

Frequently asked questions about HTBK

  • Who owns the most HTBK stock?

    The largest holders of HTBK are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for HERITAGE COMMERCE CORP (HTBK).

  • Is HTBK widely held by superinvestors?

    Many widely followed stocks like HTBK appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly HTBK is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.