Security Snapshot

HERITAGE COMMERCE CORP - Common Stock (HTBK) Institutional Ownership

CUSIP: 426927109

13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026

Latest Period

Q4 2025

Institutions Reporting

197

Shares (Excl. Options)

49,396,310

Price

$12.01

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Type / Class
Equity / Common Stock
Symbol
HTBK on Nasdaq
Shares outstanding
61,474,798
Price per share
$12.48
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
49,396,310
Total reported value
$593,452,832
% of total 13F portfolios
0%
Share change
+1,518,312
Value change
+$24,786,701
Number of holders
197
Price from insider filings
$12.48
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • HTBK - HERITAGE COMMERCE CORP - Common Stock is tracked under CUSIP 426927109.
  • 197 institutions reported positions in Q4 2025.
  • 4 significant owners is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 197 to 12 between Q4 2025 and Q1 2026.
  • Reported value moved from $593,452,832 to $1,674,947.

Why This Matters

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 197 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 426927109?
CUSIP 426927109 identifies HTBK - HERITAGE COMMERCE CORP - Common Stock in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

Significant Owners of HERITAGE COMMERCE CORP - Common Stock (HTBK) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock, Inc. 8.6% $48,329,069 5,305,057 BlackRock, Inc. 31 Jan 2025
BlackRock Portfolio Management LLC 5.5% $33,602,950 3,384,017 BlackRock Portfolio Management LLC 30 Sep 2025
WELLINGTON MANAGEMENT GROUP LLP 4.9% -22% $31,765,482 -$8,363,227 3,005,249 -21% Wellington Management Group LLP 30 Jun 2025
FJ Capital Management LLC 3.8% -28% $21,543,547 -$9,277,005 2,364,824 -30% FJ Capital Management LLC 31 Mar 2025

As of 31 Dec 2025, 197 institutional investors reported holding 49,396,310 shares of HERITAGE COMMERCE CORP - Common Stock (HTBK). This represents 80% of the company’s total 61,474,798 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of HERITAGE COMMERCE CORP - Common Stock (HTBK) together control 63% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 14% 8,343,358 +1.6% 0% $100,203,732
VANGUARD GROUP INC 5.6% 3,444,057 -13% 0% $41,363,124
DIMENSIONAL FUND ADVISORS LP 5.3% 3,273,142 -3.3% 0.01% $39,310,885
STATE STREET CORP 3.2% 1,969,703 -11% 0% $23,656,133
JPMORGAN CHASE & CO 2.7% 1,652,912 -12% 0% $19,851,474
HoldCo Asset Management, LP 2.6% 1,623,446 0% 1.5% $19,497,586
Boston Partners 2.5% 1,567,432 -6.5% 0.02% $18,945,860
First Trust Capital Management L.P. 2.5% 1,550,000 1.1% $18,615,500
GOLDMAN SACHS GROUP INC 2.5% 1,538,801 +44% 0% $18,480,995
GEODE CAPITAL MANAGEMENT, LLC 2.5% 1,533,949 -2.7% 0% $18,427,392
Balyasny Asset Management L.P. 2.1% 1,301,168 0.03% $15,627,028
MANUFACTURERS LIFE INSURANCE COMPANY, THE 2% 1,235,007 -2.4% 0.01% $14,832,434
AMERICAN CENTURY COMPANIES INC 1.7% 1,059,389 -1.7% 0.01% $12,723,278
KENNEDY CAPITAL MANAGEMENT LLC 1.6% 1,003,248 +20% 0.26% $12,049,008
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 1.6% 969,474 -1% 0.03% $11,643,383
AQR CAPITAL MANAGEMENT LLC 1.4% 836,050 +22% 0.01% $10,040,962
ALLIANCEBERNSTEIN L.P. 1.2% 763,246 +13% 0% $9,166,584
Versor Investments LP 1.2% 740,090 +904% 1.4% $8,888,481
Qube Research & Technologies Ltd 1.1% 702,361 +1038% 0.01% $8,435,356
Nuveen, LLC 1.1% 666,399 -11% 0% $8,003,452
AlTi Global, Inc. 0.99% 611,671 -6.9% 0.16% $7,346,169
ABC ARBITRAGE SA 0.94% 580,752 0.65% $6,974,832
NORTHERN TRUST CORP 0.85% 520,350 -10% 0% $6,249,404
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.82% 505,200 +0.18% 0% $6,067,452
SummitTX Capital, L.P. 0.82% 504,206 0.18% $6,055,514

Institutional Holders of HERITAGE COMMERCE CORP - Common Stock (HTBK) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 145,738 $1,674,947 +$190,869 $12.48 12
2025 Q4 49,396,310 $593,452,832 +$24,786,701 $12.01 197
2025 Q3 48,109,864 $477,711,821 +$1,832,422 $9.93 186
2025 Q2 47,924,201 $475,781,428 -$8,056,925 $9.93 173
2025 Q1 47,222,408 $449,434,299 +$3,598,941 $9.52 185
2024 Q4 46,866,084 $439,551,296 -$1,289,069 $9.38 177
2024 Q3 46,999,650 $464,064,532 -$7,424,331 $9.88 161
2024 Q2 47,868,508 $416,576,563 +$21,099,875 $8.70 153
2024 Q1 45,535,818 $390,534,622 +$6,008,865 $8.58 167
2023 Q4 44,683,102 $443,181,088 +$3,550,461 $9.92 165
2023 Q3 44,356,952 $375,562,754 +$648,780 $8.47 146
2023 Q2 44,483,232 $368,553,969 +$3,089,437 $8.28 151
2023 Q1 44,011,129 $366,525,155 -$6,913,203 $8.33 162
2022 Q4 44,694,453 $580,872,449 +$4,788,509 $13.00 152
2022 Q3 44,386,225 $503,325,728 -$59,751,422 $11.34 141
2022 Q2 44,125,725 $471,694,368 +$6,640,645 $10.69 142
2022 Q1 43,740,089 $492,159,103 +$6,166,789 $11.25 142
2021 Q4 43,181,415 $515,336,184 +$5,088,933 $11.94 135
2021 Q3 42,737,653 $496,909,106 -$169,419 $11.63 119
2021 Q2 42,780,322 $476,207,333 +$723,573 $11.13 133
2021 Q1 42,652,562 $521,225,293 +$12,433,475 $12.22 117
2020 Q4 42,073,156 $373,369,704 +$8,061,037 $8.87 117
2020 Q3 40,931,047 $272,437,167 -$9,036,040 $6.66 116
2020 Q2 42,064,568 $315,170,426 +$1,477,487 $7.50 116
2020 Q1 41,872,481 $321,126,452 -$9,475,301 $7.67 114
2019 Q4 41,791,922 $537,187,762 +$89,987,517 $12.83 130
2019 Q3 34,887,961 $410,389,282 +$12,166,175 $11.75 125
2019 Q2 33,857,073 $414,745,005 +$23,576,635 $12.25 115
2019 Q1 32,289,379 $390,695,849 +$6,032,654 $12.10 118
2018 Q4 31,799,636 $360,607,333 +$24,780 $11.34 123
2018 Q3 32,140,059 $479,521,750 +$7,936,795 $14.92 112
2018 Q2 31,461,703 $534,549,128 +$63,013,478 $16.99 121
2018 Q1 27,772,965 $457,677,940 +$8,383,792 $16.48 121
2017 Q4 27,315,567 $418,569,590 +$10,272,351 $15.32 117
2017 Q3 26,578,938 $378,207,936 +$6,001,649 $14.23 103
2017 Q2 26,660,727 $367,387,886 +$6,788,865 $13.78 104
2017 Q1 26,161,381 $368,876,496 +$38,899,714 $14.10 104
2016 Q4 25,883,487 $373,440,111 +$31,082,680 $14.43 103
2016 Q3 25,476,232 $278,705,121 +$63,287,242 $10.94 98
2016 Q2 19,721,450 $207,657,796 +$3,176,038 $10.53 95
2016 Q1 19,380,935 $194,088,000 +$2,218,887 $10.01 89
2015 Q4 19,115,909 $228,623,245 +$1,524,980 $11.96 90
2015 Q3 19,083,879 $216,518,707 +$15,118,942 $11.34 80
2015 Q2 17,801,282 $171,089,213 +$4,877,647 $9.61 71
2015 Q1 17,301,269 $157,890,031 +$1,785,572 $9.13 62
2014 Q4 17,114,895 $151,087,602 +$1,213,386 $8.83 60
2014 Q3 16,589,393 $136,195,762 -$249,788 $8.21 57
2014 Q2 16,831,165 $137,495,716 -$3,160,578 $8.17 60
2014 Q1 17,225,315 $138,866,138 +$150,165 $8.06 60