Ranked by reported Q1 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 | BlackRock, Inc. | 8.2M | $102.3M | -1.7% | 13.315% | 0.00% |
| 2 | DIMENSIONAL FUND ADVISORS LP | 3.4M | $42.4M | +3.7% | 5.512% | 0.01% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 2.6M | $33.0M | — | 4.292% | 0.00% |
| 4 | STATE STREET CORP | 2.4M | $30.5M | +22.9% | 3.929% | 0.00% |
| 5 | BALYASNY ASSET MANAGEMENT LLC | 1.7M | $21.3M | +31.3% | 2.773% | 0.07% |
| 6 | HoldCo Asset Management, L.P. | 1.6M | $20.3M | 0.0% | 2.636% | 1.51% |
| 7 | Vivaldi Asset Management, LLC | 1.6M | $20.2M | +4.6% | 2.632% | 1.06% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 1.6M | $19.6M | +2.5% | 2.552% | 0.00% |
| 9 | Boston Partners | 1.5M | $18.9M | -3.8% | 2.448% | 0.02% |
| 10 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1.2M | $15.2M | -1.4% | 1.977% | 0.01% |
| 11 | CITIGROUP INC | 1.2M | $15.1M | +410.2% | 1.963% | 0.01% |
| 12 | GOLDMAN SACHS GROUP INC | 1.1M | $13.9M | -27.9% | 1.802% | 0.00% |
| 13 | AMERICAN CENTURY COMPANIES INC | 1.0M | $13.0M | -1.4% | 1.696% | 0.01% |
| 14 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.0M | $12.6M | +134.6% | 1.639% | 0.01% |
| 15 | KENNEDY CAPITAL MANAGEMENT, INC. | 988K | $12.3M | -1.6% | 1.603% | 0.26% |
| 16 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 824K | $10.3M | -15.0% | 1.338% | 0.03% |
| 17 | MILLENNIUM MANAGEMENT LLC | 819K | $10.2M | +949.2% | 1.330% | 0.01% |
| 18 | GARDNER LEWIS ASSET MANAGEMENT L P | 817K | $10.2M | +2784.8% | 1.326% | 2.21% |
| 19 | AQR CAPITAL MANAGEMENT LLC | 729K | $9.1M | -12.8% | 1.183% | 0.00% |
| 20 | Qube Research & Technologies Ltd | 709K | $8.9M | +1.0% | 1.152% | 0.01% |
| 21 | CNH PARTNERS LLC | 678K | $8.5M | +65.7% | 1.101% | 0.14% |
| 22 | SummitTX Capital, L.P. | 580K | $7.2M | +15.1% | 0.942% | 0.23% |
| 23 | AlTi Global, Inc. | 562K | $7.1M | -8.2% | 0.912% | 0.15% |
| 24 | NORTHERN TRUST CORP | 542K | $6.8M | +4.3% | 0.881% | 0.00% |
| 25 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 508K | $6.3M | +0.6% | 0.825% | 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 Q1 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 |
|---|---|---|---|---|---|---|
| Q1 2026 | 190 | 3.6% | 74.77% | +3.12 pp | $619M | +4.4% |
| Q4 2025 | 197 | +8.2% | 71.65% | +14.22 pp | $594M | +25% |
| Q3 2025 | 182 | +4.6% | 57.43% | +1.14 pp | $476M | +2.0% |
| Q2 2025 | 174 | 7.0% | 56.29% | +2.96 pp | $466M | +5.5% |
| Q1 2025 | 187 | +5.1% | 53.33% | +1.61 pp | $442M | +3.1% |
| Q4 2024 | 178 | +11% | 51.72% | 3.29 pp | $428M | 6.0% |
| Q3 2024 | 160 | +4.6% | 55.01% | +5.75 pp | $456M | +12% |
| Q2 2024 | 153 | — | 49.26% | — | $408M | — |
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 Q1 2026 13F filings, institutional ownership of Heritage Commerce Corp stands at 74.8%, held across 190 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of HTBK, with approximately 8,201,121 shares worth $0.10B as of Q1 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of HTBK, including MILLENNIUM MANAGEMENT LLC.
Our composite Smart Money Score for HTBK is 54 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
34 institutions opened new positions in HTBK during Q1 2026, while 41 fully exited. 113 added to existing positions and 41 trimmed.
HTBK institutional ownership rose by 3.12 percentage points quarter-over-quarter, with a net change of -7 holders.
The top 10 institutions account for 52.3% of all reported 13F value in HTBK, and the top 25 account for 76.7%.
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