Latest Period
Q1 2026
Security Snapshot
Heritage Commerce Corp - Common Stock (HTBK) Institutional Ownership
CUSIP: 426927109
13F Institutional Holders and Ownership History from Q1 2014 to Q2 2026
Institutions Reporting
193
Shares (Excl. Options)
51,555,351
Price
$12.48
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- Security type / class
- Equity / Common Stock
- Symbol
- HTBK
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 51,555,351
- Total 13F value
- $643,210,642
- Portfolio coverage rank
- 0%
- Share change
- +2,053,722
- Value change
- +$26,250,985
- Number of holders
- 193
- Shares outstanding
- 61,682,550
- SEC-reported price per share
- $13.45
- Insider filing price
- $13.45
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- HTBK - Heritage Commerce Corp - Common Stock is tracked under CUSIP 426927109.
- 193 institutions reported positions in Q1 2026.
- 5 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 193 to 1 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $643,210,642 to $10,276.
Research use
- 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.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 193 institutions filings for Q1 2026.
Security key
426927109
Latest holder period
Q1 2026
13F holders
193
13D/G owners
5
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 426927109:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
5
Security
HTBK
| 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 | |||
| VANGUARD CAPITAL MANAGEMENT LLC | 5% | $38,643,871 | 3,096,464 | Vanguard Capital Management | 31 Mar 2026 | |||
| 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 Mar 2026, 193 institutional investors reported holding 51,555,351 shares of Heritage Commerce Corp - Common Stock (HTBK). This represents 84% of the company’s total 61,682,550 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
63%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 13% | 8,201,121 | -1.7% | 0% | $102,349,986 |
| DIMENSIONAL FUND ADVISORS LP | 5.5% | 3,395,041 | +3.7% | 0.01% | $42,369,457 |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.3% | 2,643,749 | 0% | 0% | $32,993,988 |
| STATE STREET CORP | 3.9% | 2,419,810 | +23% | 0% | $30,516,206 |
| Balyasny Asset Management L.P. | 2.8% | 1,707,998 | +31% | 0.04% | $21,315,815 |
| HoldCo Asset Management, LP | 2.6% | 1,623,446 | 0% | 1.5% | $20,260,606 |
| First Trust Capital Management L.P. | 2.6% | 1,621,114 | +4.6% | 1.1% | $20,231,503 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.5% | 1,571,964 | +2.5% | 0% | $19,623,232 |
| Boston Partners | 2.4% | 1,507,562 | -3.8% | 0.02% | $18,897,365 |
| JPMORGAN CHASE & CO | 2.3% | 1,440,695 | -13% | 0% | $17,662,920 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2% | 1,217,843 | -1.4% | 0.01% | $15,198,681 |
| CITIGROUP INC | 2% | 1,209,015 | +410% | 0.01% | $15,088,508 |
| GOLDMAN SACHS GROUP INC | 1.8% | 1,109,835 | -28% | 0% | $13,850,735 |
| AMERICAN CENTURY COMPANIES INC | 1.7% | 1,044,866 | -1.4% | 0.01% | $13,039,928 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.6% | 1,009,756 | +135% | 0.01% | $12,601,755 |
| KENNEDY CAPITAL MANAGEMENT LLC | 1.6% | 987,547 | -1.6% | 0.26% | $12,324,587 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 1.3% | 823,974 | -15% | 0.03% | $10,283,196 |
| MILLENNIUM MANAGEMENT LLC | 1.3% | 819,240 | +949% | 0.01% | $10,224,115 |
| GARDNER LEWIS ASSET MANAGEMENT L P | 1.3% | 816,828 | +2785% | 2.2% | $10,194,013 |
| AQR CAPITAL MANAGEMENT LLC | 1.2% | 728,807 | -13% | 0% | $9,095,509 |
| Qube Research & Technologies Ltd | 1.1% | 709,312 | +0.99% | 0.01% | $8,852,214 |
| AQR Arbitrage LLC | 1.1% | 678,382 | +66% | 0.14% | $8,466,207 |
| SummitTX Capital, L.P. | 0.94% | 580,179 | +15% | 0.23% | $7,240,634 |
| AlTi Global, Inc. | 0.91% | 561,671 | -8.2% | 0.15% | $7,082,671 |
| NORTHERN TRUST CORP | 0.88% | 542,460 | +4.2% | 0% | $6,769,900 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
50
Latest
Q1 2026
Rows shown
1-25 of 50
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 764 | $10,276 | -$32,784,686 | $13.45 | 1 |
| 2026 Q1 | 51,555,351 | $643,210,642 | +$26,250,985 | $12.48 | 193 |
| 2025 Q4 | 49,416,655 | $593,697,175 | +$25,000,202 | $12.01 | 200 |
| 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 |