HTBK is no longer listed. Its last trade on record was Apr 21, 2026. The price and figures on this page are from its last trading day and final filings, and are no longer updated.
Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in HTBK held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | LIBERTY WEALTH MANAGEMENT LLC | 11K | $142K | 0.0% | 0.018% | 0.02% |
| 2 | IFP Advisors, Inc | 764 | $10K | -2.2% | 0.001% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in HTBK — a direct measure of their conviction.
Filings activity in HTBK during Q2 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 2 | 99% | 0.02% | 83.58 pp | $0M | 100% |
| Q1 2026 | 192 | 2.5% | 83.60% | +2.89 pp | $638M | +7.5% |
| Q4 2025 | 197 | +8.2% | 80.71% | +2.46 pp | $594M | +25% |
| Q3 2025 | 182 | +4.6% | 78.25% | +1.21 pp | $476M | +2.0% |
| Q2 2025 | 174 | 7.0% | 77.04% | +1.13 pp | $466M | +5.5% |
| Q1 2025 | 187 | +5.1% | 75.91% | +0.61 pp | $442M | +3.1% |
| Q4 2024 | 178 | +11% | 75.30% | 0.63 pp | $428M | 6.0% |
| Q3 2024 | 160 | — | 75.93% | — | $456M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying HTBK stock.
Based on Q2 2026 13F filings, institutional ownership of Heritage Commerce Corp stands at 0.0%, held across 2 reporting institutions.
LIBERTY WEALTH MANAGEMENT LLC is the largest reported institutional holder of HTBK, with approximately 11,407 shares worth $0.00B as of Q2 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of HTBK.
Our composite Smart Money Score for HTBK is 0 out of 100 (Heavy Distribution). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
0 institutions opened new positions in HTBK during Q2 2026, while 186 fully exited. 1 added to existing positions and 0 trimmed.
HTBK institutional ownership fell by 83.58 percentage points quarter-over-quarter, with a net change of -190 holders.
The top 10 institutions account for 100.0% of all reported 13F value in HTBK, and the top 25 account for 100.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Heritage Commerce Corp (HTBK) Institutional Ownership