Heritage Commerce Corp Major Shareholders & Ownership History
Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
BLACKROCK FUNDING, INC. /DE | 02/07/2025 | 8.16 M | $76.57 M | -0.83% | 13.31% |
DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 3.39 M | $31.82 M | 3.99% | 5.53% |
VANGUARD GROUP INC | 02/11/2025 | 3.39 M | $31.77 M | -1.17% | 5.52% |
FJ CAPITAL MANAGEMENT LLC | 02/14/2025 | 3.04 M | $28.52 M | -16.36% | 4.96% |
WELLINGTON MANAGEMENT GROUP LLP | 02/12/2025 | 2.30 M | $21.60 M | 13.22% | 3.76% |
JPMORGAN CHASE & CO | 02/12/2025 | 2.05 M | $19.20 M | -11.53% | 3.34% |
BOSTON PARTNERS | 02/11/2025 | 1.56 M | $14.62 M | 1.72% | 2.55% |
GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 1.43 M | $13.39 M | 0.33% | 2.33% |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 02/14/2025 | 1.31 M | $12.26 M | -0.73% | 2.13% |
AMERICAN CENTURY COMPANIES INC | 02/11/2025 | 1.13 M | $10.60 M | 3.37% | 1.84% |
GOLDMAN SACHS GROUP INC | 02/11/2025 | 1.06 M | $9.92 M | 3.56% | 1.73% |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 02/14/2025 | 752,570 | $7.06 M | 5.82% | 1.23% |
CARTESIAN GROWTH CORP | 02/14/2025 | 654,175 | $6.14 M | 0.91% | 1.07% |
ENDEAVOUR CAPITAL ADVISORS INC | 02/12/2025 | 595,546 | $5.59 M | -4.21% | 0.97% |
KENNEDY CAPITAL MANAGEMENT LLC | 02/13/2025 | 582,572 | $5.46 M | -0.44% | 0.95% |
NUVEEN ASSET MANAGEMENT, LLC | 02/14/2025 | 513,305 | $4.81 M | 0.94% | 0.84% |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/06/2025 | 500,637 | $4.70 M | 0.90% | 0.82% |
ASSENAGON ASSET MANAGEMENT S.A. | 01/14/2025 | 463,774 | $4.35 M | 58.40% | 0.76% |
TWO SIGMA ADVISERS, LP | 02/14/2025 | 456,502 | $4.28 M | -2.42% | 0.74% |
TWO SIGMA INVESTMENTS, LP | 02/14/2025 | 420,243 | $3.94 M | -15.59% | 0.69% |
BANK OF NEW YORK MELLON CORP | 02/04/2025 | 417,203 | $3.91 M | -11.89% | 0.68% |
ATEGRA CAPITAL MANAGEMENT, LLC | 02/14/2025 | 369,321 | $3.46 M | -56.44% | 0.60% |
AQR CAPITAL MANAGEMENT LLC | 02/14/2025 | 356,030 | $3.34 M | -21.86% | 0.58% |
ALLIANCEBERNSTEIN L.P. | 02/12/2025 | 334,106 | $3.13 M | -8.99% | 0.54% |
STATE OF NEW JERSEY COMMON PENSION FUND D | 01/31/2025 | 310,915 | $2.92 M | 16.93% | 0.51% |
PANAGORA ASSET MANAGEMENT INC | 02/13/2025 | 303,314 | $2.85 M | -4.28% | 0.49% |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 02/14/2025 | 290,811 | $2.73 M | 2.69% | 0.47% |
EJF CAPITAL LLC | 02/14/2025 | 279,909 | $2.63 M | -4.95% | 0.46% |
RENAISSANCE TECHNOLOGIES LLC | 02/13/2025 | 267,500 | $2.51 M | 3.92% | 0.44% |
RAYMOND JAMES FINANCIAL INC | 02/13/2025 | 232,559 | $2.18 M | 100.00% | 0.38% |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 02/10/2025 | 227,972 | $2.14 M | 5.44% | 0.37% |
BARCLAYS PLC | 02/13/2025 | 224,113 | $2.10 M | 3.55% | 0.37% |
CITIGROUP INC | 02/12/2025 | 219,487 | $2.06 M | 93.86% | 0.36% |
JOHN W. ROSENTHAL CAPITAL MANAGEMENT, INC. | 01/24/2025 | 203,837 | $1.91 M | 0.00% | 0.33% |
MILLENNIUM MANAGEMENT LLC | 02/14/2025 | 200,522 | $1.88 M | 100.00% | 0.33% |
INVESCO LTD. | 02/13/2025 | 188,126 | $1.76 M | 6.52% | 0.31% |
BANC FUNDS CO LLC | 02/13/2025 | 174,539 | $1.64 M | -36.03% | 0.28% |
EMPOWERED FUNDS, LLC | 01/28/2025 | 158,347 | $1.49 M | 5.05% | 0.26% |
CERITY PARTNERS LLC | 02/13/2025 | 145,574 | $1.37 M | -0.53% | 0.24% |
ATOM INVESTORS LP | 02/14/2025 | 139,314 | $1.31 M | -12.68% | 0.23% |
EXODUSPOINT CAPITAL MANAGEMENT, LP | 02/12/2025 | 135,563 | $1.27 M | 100.00% | 0.22% |
UBS ASSET MANAGEMENT AMERICAS INC | 02/14/2025 | 130,809 | $1.23 M | 18.02% | 0.21% |
VICTORY CAPITAL MANAGEMENT INC | 02/06/2025 | 127,000 | $1.19 M | 12.59% | 0.21% |
UBS GROUP AG | 02/14/2025 | 125,992 | $1.18 M | 48.61% | 0.21% |
LIDO ADVISORS, LLC | 02/14/2025 | 118,397 | $1.11 M | 0.00% | 0.19% |
SWISS NATIONAL BANK | 02/10/2025 | 113,700 | $1.07 M | 0.00% | 0.19% |
CREATIVE PLANNING | 02/14/2025 | 106,444 | $998,445 | 11.74% | 0.17% |
RHUMBLINE ADVISERS | 01/30/2025 | 95,591 | $896,634 | 5.22% | 0.16% |
AMERIPRISE FINANCIAL INC | 02/14/2025 | 94,616 | $887,498 | -0.21% | 0.15% |
TREXQUANT INVESTMENT LP | 02/12/2025 | 94,257 | $884,131 | -27.03% | 0.15% |
Heritage Commerce Corp institutional Ownership - FAQ's
During the previous two years, 235 institutional investors and hedge funds held shares of Heritage Commerce Corp. The most heavily invested institutionals were:
BlackRock Funding, Inc. /DE: 8.16 M
DIMENSIONAL FUND ADVISORS LP: 3.39 M
VANGUARD GROUP INC: 3.39 M
FJ Capital Management LLC: 3.04 M
WELLINGTON MANAGEMENT GROUP LLP: 2.3 M
JPMORGAN CHASE & CO: 2.05 M
76.36% of Heritage Commerce Corp stock is owned by institutional investors.
Institutional investors have bought a total of 59.97 M shares in the last 24 months. This purchase volume represents approximately $550.52 M in transactions.