Security Snapshot

Heritage Commerce Corp - Common Stock (HTBK) Institutional Ownership

CUSIP: 426927109

13F Institutional Holders and Ownership History from Q1 2014 to Q2 2026

Latest Period

Q2 2026

Institutions Reporting

2

Shares (Excl. Options)

12,171

Price

$12.96

Save this security page for your next review

Keep this CUSIP in your watchlists so you can revisit quarter changes from one place. If you create an account from here, we will bring you back after verification.

Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
-51,384,309
Value change
-$641,075,904
Number of holders
2
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
61,682,550
SEC-reported price per share
$12.96
Insider filing price
$12.96
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.
  • 2 institutions reported positions in Q2 2026.
  • 5 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 193 to 2 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from $643,210,354 to $152,633.

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

Latest holder context comes from 2 institutions filings for Q2 2026.

Open SEC evidence

Security key

426927109

Latest holder period

Q2 2026

13F holders

2

13D/G owners

5

CIK / CUSIP context first

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 30 Jun 2026, 2 institutional investors reported holding 12,171 shares of Heritage Commerce Corp - Common Stock (HTBK). This represents 0.02% of the company’s total 61,682,550 outstanding shares.

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
50
Latest
Q2 2026
Rows shown
1-25 of 50
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q2 12,171 $152,633 -$641,075,904 $12.96 2
2026 Q1 51,555,351 $643,210,354 +$26,250,697 $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
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Manage preferences to update or revoke optional consent for future visits. For more information, see our Privacy Policy .