Institutional Ownership Heritage Commerce Corp (HTBK)
This table provides information about the institutional ownership of Heritage Commerce Corp (HTBK). We have compiled data on the 173 institutions that hold shares in the stock, with a total of 48 Million shares, which have been reported (via 13F filing form) to have a value of $471 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
113,219
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2024
Added 24.6%
|
|
|
Victory Capital Management Inc
|
Nov 05, 2024 Q3 2024 |
112,800
shares
|
$1.09 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Nov 14, 2024 Q3 2024 |
110,837
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2024
Reduced 8.69%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
103,596
shares
|
$1 Million
0.0% of portfolio
|
Q3 2024
Added 55.55%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
102,667
shares
|
$994,843
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
99,086
shares
|
$960,143
0.04% of portfolio
|
Q2 2023
Added 1.74%
|
|
|
Rhumbline Advisers
Boston, MA |
Jan 30, 2025 Q4 2024 |
95,591
shares
|
$926,276
0.0% of portfolio
|
Q4 2024
Added 5.22%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
95,262
shares
|
$923,088
0.0% of portfolio
|
Q3 2024
Added 26.24%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
94,816
shares
|
$918,767
0.0% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Hold Co Asset Management, LP
Fort Lauderdale, FL |
Nov 13, 2024 Q3 2024 |
94,439
shares
|
$915,113
4.93% of portfolio
|
Q1 2022
Reduced 76.16%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2024 Q3 2024 |
92,045
shares
|
$891,916
0.0% of portfolio
|
Q4 2022
Reduced 14.01%
|
|
|
Rafferty Asset Management, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
90,395
shares
|
$875,927
0.0% of portfolio
|
Q3 2024
Reduced 20.18%
|
|
|
Summer Haven Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
88,718
shares
|
$859,677
0.53% of portfolio
|
Q3 2024
New holding
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
87,096
shares
|
$843,960
0.39% of portfolio
|
Q2 2022
Added 4.84%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
84,780
shares
|
$821,518
0.0% of portfolio
|
Q3 2024
Added 13.21%
|
|
|
Alps Advisors Inc
Denver, CO |
Nov 12, 2024 Q3 2024 |
70,237
shares
|
$680,596
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
62,834
shares
|
$608,861
0.0% of portfolio
|
Q3 2024
Reduced 5.13%
|
|
|
Strs Ohio
|
Nov 01, 2024 Q3 2024 |
59,700
shares
|
$578,493
0.0% of portfolio
|
Q3 2024
Reduced 11.95%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Nov 14, 2024 Q3 2024 |
55,121
shares
|
$534,122
0.0% of portfolio
|
Q3 2024
Reduced 7.41%
|
|
|
Legal & General Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
54,182
shares
|
$525,023
0.0% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
52,791
shares
|
$511,544
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
46,089
shares
|
$446,602
0.0% of portfolio
|
Q3 2024
Added 2.91%
|
|
|
Sg Americas Securities, LLC
|
Jan 17, 2025 Q4 2024 |
45,763
shares
|
$443,443
0.0% of portfolio
|
Q4 2024
Added 5.92%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
42,846
shares
|
$415,177
0.0% of portfolio
|
Q3 2024
Added 22.73%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
41,835
shares
|
$405,381
0.0% of portfolio
|
Q4 2023
Reduced 3.09%
|