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 (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Millennium Management Llc, State Street Corp, Goldman Sachs Group Inc, Balyasny Asset Management L.P., and Prelude Capital Management, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Algert Global LlcBuy+70,009—70,009$873.71KQ1 2026Aug 11, 2026
Wells Fargo & Company/MnSell-64,036-66.7%31,929$398.47KQ1 2026Jul 08, 2026
Bank Of America CorpBuy+100,411+90.8%211,015$2.63MQ1 2026May 18, 2026
AmundiBuy+31,842—31,842$397.39KQ1 2026May 18, 2026
California State Teachers Retirement SystemSell-447-0.8%53,419$666.67KQ1 2026May 18, 2026
Millennium Management LlcBuy+741,161+949.2%819,240$10.22MQ1 2026May 15, 2026
State Street CorpBuy+450,107+22.9%2,419,810$30.52MQ1 2026May 15, 2026
Goldman Sachs Group IncSell-428,966-27.9%1,109,835$13.85MQ1 2026May 15, 2026
Balyasny Asset Management L.P.Buy+406,830+31.3%1,707,998$21.32MQ1 2026May 15, 2026
Prelude Capital Management, LlcBuy+363,251—363,251$4.53MQ1 2026May 15, 2026
Alliancebernstein L.P.Sell-284,144-37.2%479,102$5.75MQ1 2026May 15, 2026
Squarepoint Ops LlcBuy+280,224—280,224$3.50MQ1 2026May 15, 2026
Susquehanna International Group, LlpBuy+276,201+365.2%351,822$4.39MQ1 2026May 15, 2026
Aqr Arbitrage LlcBuy+268,917+65.7%678,382$8.47MQ1 2026May 15, 2026
Bridgeway Capital Management, LlcSell-249,169-67.7%118,810$1.48MQ1 2026May 15, 2026
Hotchkis & Wiley Capital Management LlcSell-145,500-15.0%823,974$10.28MQ1 2026May 15, 2026
Empowered Funds, LlcSell-116,705-49.6%118,810$1.48MQ1 2026May 15, 2026
Aqr Capital Management LlcSell-107,243-12.8%728,807$9.10MQ1 2026May 15, 2026
Citadel Advisors LlcSell-106,955-33.2%215,507$2.69MQ1 2026May 15, 2026
Summittx Capital, L.P.Buy+75,973+15.1%580,179$7.24MQ1 2026May 15, 2026
Barclays PlcSell-68,122-32.5%141,613$1.77MQ1 2026May 15, 2026
Jacobs Asset Management, LlcBuy+62,500+31.3%262,500$3.28MQ1 2026May 15, 2026
Css Llc/IlBuy+52,365—52,365$653.51KQ1 2026May 15, 2026
Geode Capital Management, LlcBuy+38,015+2.5%1,571,964$19.62MQ1 2026May 15, 2026
Beacon Pointe Advisors, LlcBuy+33,753—33,753$421.24KQ1 2026May 15, 2026
Fmr LlcBuy+31,625+33.2%126,882$1.58MQ1 2026May 15, 2026
Victory Capital Management IncSell-29,000-27.1%78,000$973.44KQ1 2026May 15, 2026
Odyssean, LlcBuy+27,945+152.5%46,275$577.51KQ1 2026May 15, 2026
Rafferty Asset Management, LlcBuy+25,705+55.5%72,037$899.02KQ1 2026May 15, 2026
Zurcher Kantonalbank (Zurich Cantonalbank)Buy+24,778+61.6%65,026$811.52KQ1 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.