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 205 institutions that hold shares in the stock, with a total of 50.2 Million shares, which have been reported (via 13F filing form) to have a value of $531 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nisa Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
8,393
shares
|
$88,797
0.0% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
6,433
shares
|
$68,061
0.0% of portfolio
|
Q3 2025
Added 368.88%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
5,911
shares
|
$62,538
0.0% of portfolio
|
Q3 2025
Added 9.4%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
5,845
shares
|
$61,840
0.0% of portfolio
|
Q3 2023
Added 24.26%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
5,620
shares
|
$59,459
0.0% of portfolio
|
Q3 2025
Added 495.34%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
5,100
shares
|
$53,958
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
5,026
shares
|
$53,175
0.01% of portfolio
|
Q3 2025
Added 56.52%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
4,995
shares
|
$52,847
0.0% of portfolio
|
Q2 2025
Reduced 13.45%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Oct 16, 2025 Q3 2025 |
4,823
shares
|
$51,027
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
4,816
shares
|
$50,953
0.0% of portfolio
|
Q3 2025
Reduced 55.2%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
4,137
shares
|
$43,769
0.0% of portfolio
|
Q3 2025
Added 159.05%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
3,703
shares
|
$39,177
0.0% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
3,624
shares
|
$38,341
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
3,501
shares
|
$37,040
0.0% of portfolio
|
Q4 2025
Added 12.5%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
3,310
shares
|
$35,019
0.0% of portfolio
|
Q3 2025
Added 17.54%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
3,067
shares
|
$32,448
0.0% of portfolio
|
Q3 2025
Added 89.32%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
2,625
shares
|
$27,772
0.0% of portfolio
|
Q3 2025
Added 45.27%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
2,564
shares
|
$27,127
0.0% of portfolio
|
Q2 2025
Reduced 22.14%
|
|
|
State Of Alaska, Department Of Revenue
|
Oct 23, 2025 Q3 2025 |
2,429
shares
|
$25,698
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
2,396
shares
|
$25,349
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,131
shares
|
$22,545
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Amalgamated Bank
New York, NY |
Oct 29, 2025 Q3 2025 |
2,012
shares
|
$21,286
0.0% of portfolio
|
Q1 2024
Reduced 61.19%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
1,568
shares
|
$16,589
0.0% of portfolio
|
Q3 2025
Added 49.9%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
1,525
shares
|
$16,134
0.0% of portfolio
|
Q3 2025
Added 26.77%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
1,413
shares
|
$14,949
0.0% of portfolio
|
Q1 2025
Added 3.59%
|
|