Heritage Commerce Corp. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 02/12/2026 | 8.34 M | $100.20 M | 1.62% | 13.61% |
| VANGUARD GROUP INC | 01/29/2026 | 3.44 M | $41.36 M | -12.74% | 5.62% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 3.27 M | $39.31 M | -3.33% | 5.34% |
| STATE STREET CORP | 02/13/2026 | 1.97 M | $23.66 M | -10.90% | 3.21% |
| JPMORGAN CHASE & CO | 02/11/2026 | 1.65 M | $19.85 M | -12.25% | 2.70% |
| HOLDCO ASSET MANAGEMENT, LP | 02/12/2026 | 1.62 M | $19.50 M | 0.00% | 2.65% |
| BOSTON PARTNERS | 02/13/2026 | 1.57 M | $18.95 M | -6.52% | 2.56% |
| FIRST TRUST CAPITAL MANAGEMENT L.P. | 02/13/2026 | 1.55 M | $18.62 M | 100.00% | 2.53% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 1.54 M | $18.48 M | 44.40% | 2.51% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 1.53 M | $18.43 M | -2.70% | 2.50% |
| BALYASNY ASSET MANAGEMENT L.P. | 02/17/2026 | 1.30 M | $15.63 M | 100.00% | 2.12% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 02/13/2026 | 1.24 M | $14.83 M | -2.40% | 2.01% |
| AMERICAN CENTURY COMPANIES INC | 02/13/2026 | 1.06 M | $12.72 M | -1.71% | 1.73% |
| KENNEDY CAPITAL MANAGEMENT LLC | 02/13/2026 | 1.00 M | $12.05 M | 19.96% | 1.64% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 02/17/2026 | 969.47 K | $11.64 M | -1.04% | 1.58% |
| AQR CAPITAL MANAGEMENT LLC | 02/17/2026 | 836.05 K | $10.04 M | 22.08% | 1.36% |
| ALLIANCEBERNSTEIN L.P. | 02/17/2026 | 763.25 K | $9.17 M | 12.53% | 1.24% |
| VERSOR INVESTMENTS LP | 02/04/2026 | 740.09 K | $8.89 M | 904.19% | 1.21% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 02/17/2026 | 702.36 K | $8.44 M | 1,038.18% | 1.15% |
| NUVEEN, LLC | 02/12/2026 | 666.40 K | $8.00 M | -10.81% | 1.09% |
| CARTESIAN GROWTH CORP | 02/13/2026 | 611.67 K | $7.35 M | -6.87% | 1.00% |
| ABC ARBITRAGE SA | 02/04/2026 | 580.75 K | $6.97 M | 100.00% | 0.95% |
| NORTHERN TRUST CORP | 02/17/2026 | 520.35 K | $6.25 M | -10.34% | 0.85% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 505.20 K | $6.07 M | 0.18% | 0.82% |
| SUMMITTX CAPITAL, L.P. | 02/17/2026 | 504.21 K | $6.06 M | 100.00% | 0.82% |
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 464.70 K | $5.58 M | -4.85% | 0.76% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 02/13/2026 | 430.42 K | $5.17 M | 12.37% | 0.70% |
| MORGAN STANLEY | 02/13/2026 | 426.56 K | $5.12 M | -22.54% | 0.70% |
| ASSENAGON ASSET MANAGEMENT S.A. | 01/09/2026 | 417.13 K | $5.01 M | 100.00% | 0.68% |
| AQR ARBITRAGE LLC | 02/17/2026 | 409.47 K | $4.92 M | 100.00% | 0.67% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 379.16 K | $4.55 M | -8.56% | 0.62% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 02/17/2026 | 367.98 K | $4.42 M | 6.60% | 0.60% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 328.26 K | $3.94 M | -47.57% | 0.54% |
| CITADEL ADVISORS LLC | 02/17/2026 | 322.46 K | $3.87 M | 16.93% | 0.53% |
| ALLIANZ ASSET MANAGEMENT GMBH | 02/11/2026 | 300.10 K | $3.60 M | 100.00% | 0.49% |
| UBS GROUP AG | 01/29/2026 | 298.04 K | $3.58 M | -13.77% | 0.49% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 291.02 K | $3.50 M | 4.05% | 0.47% |
| TWO SIGMA ADVISERS, LP | 02/17/2026 | 267.40 K | $3.21 M | -49.07% | 0.44% |
| CITIGROUP INC | 02/13/2026 | 236.96 K | $2.85 M | 8.84% | 0.39% |
| EMPOWERED FUNDS, LLC | 02/11/2026 | 235.52 K | $2.83 M | 10.71% | 0.38% |
| CREATIVE PLANNING | 02/17/2026 | 226.40 K | $2.72 M | 18.76% | 0.37% |
| JANE STREET GROUP, LLC | 02/12/2026 | 226.09 K | $2.72 M | 247.37% | 0.37% |
| STATE OF NEW JERSEY COMMON PENSION FUND D | 01/30/2026 | 210.63 K | $2.53 M | -3.55% | 0.34% |
| BARCLAYS PLC | 02/13/2026 | 209.74 K | $2.52 M | 4.57% | 0.34% |
| JACOBS ASSET MANAGEMENT, LLC | 02/13/2026 | 200.00 K | $2.40 M | 100.00% | 0.33% |
| JOHN W. ROSENTHAL CAPITAL MANAGEMENT, INC. | 01/28/2026 | 189.79 K | $2.28 M | -0.14% | 0.31% |
| CERITY PARTNERS LLC | 02/11/2026 | 178.56 K | $2.14 M | 6.45% | 0.29% |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 02/12/2026 | 163.77 K | $1.97 M | -14.68% | 0.27% |
| PANAGORA ASSET MANAGEMENT INC | 02/13/2026 | 155.39 K | $1.87 M | 2.68% | 0.25% |
| BANC FUNDS CO LLC | 02/12/2026 | 121.54 K | $1.46 M | 0.00% | 0.20% |
Heritage Commerce Corp. institutional Ownership - FAQ's
During the previous two years, 277 institutional investors and hedge funds held shares of Heritage Commerce Corp.. The most heavily invested institutionals were:
ABC ARBITRAGE SA: 466,416
UBS Group AG: 423,637
Bank of New York Mellon Corp: 387,771
State of New Jersey Common Pension Fund D: 210,631
John W. Rosenthal Capital Management, Inc.: 190,055
Nuveen, LLC: 171,719
81.09% of Heritage Commerce Corp. stock is owned by institutional investors.
Institutional investors have bought a total of 66.54 M shares in the last 24 months. This purchase volume represents approximately $826.45 M in transactions.