Heritage Commerce Corp Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 11/12/2025 | 8.21 M | $81.53 M | 3.60% | 13.35% |
| VANGUARD GROUP INC | 11/07/2025 | 3.95 M | $39.19 M | 11.00% | 6.42% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 3.39 M | $33.62 M | -1.10% | 5.51% |
| STATE STREET CORP | 11/14/2025 | 2.21 M | $21.95 M | 17.61% | 3.60% |
| JPMORGAN CHASE & CO | 11/26/2025 | 1.88 M | $18.71 M | 2.44% | 3.06% |
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2025 | 1.74 M | $17.24 M | -42.24% | 2.82% |
| BOSTON PARTNERS | 11/13/2025 | 1.68 M | $16.64 M | 52.06% | 2.73% |
| HOLDCO ASSET MANAGEMENT, LP | 11/14/2025 | 1.62 M | $16.12 M | 0.00% | 2.64% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 1.58 M | $15.66 M | 0.72% | 2.56% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 11/14/2025 | 1.27 M | $12.56 M | -1.96% | 2.06% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2025 | 1.08 M | $10.70 M | -0.29% | 1.75% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 1.07 M | $10.58 M | -6.41% | 1.73% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 11/14/2025 | 979.62 K | $9.73 M | -27.75% | 1.59% |
| KENNEDY CAPITAL MANAGEMENT LLC | 11/13/2025 | 836.34 K | $8.30 M | -3.75% | 1.36% |
| RHINO INVESTMENT PARTNERS, INC | 11/14/2025 | 795.18 K | $7.90 M | 29.89% | 1.29% |
| NUVEEN, LLC | 11/12/2025 | 747.20 K | $7.42 M | 57.75% | 1.22% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2025 | 684.82 K | $6.80 M | 48.24% | 1.11% |
| ALLIANCEBERNSTEIN L.P. | 11/14/2025 | 678.25 K | $6.73 M | 57.46% | 1.10% |
| CARTESIAN GROWTH CORP | 11/06/2025 | 656.77 K | $6.52 M | 0.03% | 1.07% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 626.06 K | $6.22 M | 53.63% | 1.02% |
| NORTHERN TRUST CORP | 11/14/2025 | 580.36 K | $5.76 M | -0.90% | 0.94% |
| MORGAN STANLEY | 11/14/2025 | 550.68 K | $5.47 M | 14.39% | 0.90% |
| TWO SIGMA ADVISERS, LP | 11/14/2025 | 525.00 K | $5.21 M | 4.56% | 0.85% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 504.27 K | $5.01 M | -0.29% | 0.82% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 488.40 K | $4.85 M | 10.62% | 0.79% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 414.66 K | $4.12 M | -0.77% | 0.67% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/13/2025 | 383.04 K | $3.80 M | 120.31% | 0.62% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 11/17/2025 | 360.54 K | $3.58 M | 979.31% | 0.59% |
| UBS GROUP AG | 11/13/2025 | 345.63 K | $3.43 M | 115.14% | 0.56% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2025 | 345.20 K | $3.43 M | 7.56% | 0.56% |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 11/14/2025 | 286.63 K | $2.85 M | 1,154.03% | 0.47% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 283.71 K | $2.82 M | 11.66% | 0.46% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 279.70 K | $2.78 M | -1.59% | 0.45% |
| CITADEL ADVISORS LLC | 11/14/2025 | 275.77 K | $2.74 M | -13.08% | 0.45% |
| MALTESE CAPITAL MANAGEMENT LLC | 11/14/2025 | 251.18 K | $2.49 M | 32.20% | 0.41% |
| STATE OF NEW JERSEY COMMON PENSION FUND D | 11/07/2025 | 218.38 K | $2.17 M | 0.66% | 0.36% |
| CITIGROUP INC | 11/10/2025 | 217.72 K | $2.16 M | -1.35% | 0.35% |
| EMPOWERED FUNDS, LLC | 11/13/2025 | 212.74 K | $2.11 M | 12.88% | 0.35% |
| EJF CAPITAL LLC | 11/12/2025 | 204.54 K | $2.03 M | 3.94% | 0.33% |
| BARCLAYS PLC | 11/12/2025 | 200.57 K | $1.99 M | -12.45% | 0.33% |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 11/14/2025 | 191.94 K | $1.91 M | -15.19% | 0.31% |
| CREATIVE PLANNING | 11/14/2025 | 190.64 K | $1.89 M | 10.19% | 0.31% |
| JOHN W. ROSENTHAL CAPITAL MANAGEMENT, INC. | 10/27/2025 | 190.06 K | $1.89 M | -0.33% | 0.31% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 189.44 K | $1.88 M | 105.06% | 0.31% |
| CERITY PARTNERS LLC | 10/22/2025 | 167.74 K | $1.67 M | 9.82% | 0.27% |
| PANAGORA ASSET MANAGEMENT INC | 11/13/2025 | 151.33 K | $1.50 M | 1.15% | 0.25% |
| INVESCO LTD. | 11/13/2025 | 139.33 K | $1.38 M | 1.13% | 0.23% |
| BANC FUNDS CO LLC | 11/14/2025 | 121.54 K | $1.21 M | 0.00% | 0.20% |
| VICTORY CAPITAL MANAGEMENT INC | 11/12/2025 | 118.92 K | $1.18 M | -1.27% | 0.19% |
| LIDO ADVISORS, LLC | 11/14/2025 | 118.47 K | $1.18 M | 0.06% | 0.19% |
Heritage Commerce Corp institutional Ownership - FAQ's
During the previous two years, 258 institutional investors and hedge funds held shares of Heritage Commerce Corp. The most heavily invested institutionals were:
BlackRock, Inc.: 8.21 M
VANGUARD GROUP INC: 3.95 M
DIMENSIONAL FUND ADVISORS LP: 3.39 M
STATE STREET CORP: 2.21 M
JPMORGAN CHASE & CO: 1.88 M
WELLINGTON MANAGEMENT GROUP LLP: 1.74 M
78.26% of Heritage Commerce Corp stock is owned by institutional investors.
Institutional investors have bought a total of 64.20 M shares in the last 24 months. This purchase volume represents approximately $633.02 M in transactions.