Heritage Commerce Corp. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/13/2026 | 8.20 M | $102.35 M | -1.70% | 13.38% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 3.40 M | $42.37 M | 3.72% | 5.54% |
| 05/15/2026 | 2.64 M | $32.99 M | 100.00% | 4.31% | |
| STATE STREET CORP | 05/15/2026 | 2.42 M | $30.52 M | 22.85% | 3.95% |
| BALYASNY ASSET MANAGEMENT L.P. | 05/15/2026 | 1.71 M | $21.32 M | 31.27% | 2.79% |
| HOLDCO ASSET MANAGEMENT, LP | 05/15/2026 | 1.62 M | $20.26 M | 0.00% | 2.65% |
| FIRST TRUST CAPITAL MANAGEMENT L.P. | 05/14/2026 | 1.62 M | $20.23 M | 4.59% | 2.64% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 1.57 M | $19.62 M | 2.48% | 2.56% |
| BOSTON PARTNERS | 05/11/2026 | 1.51 M | $18.90 M | -3.82% | 2.46% |
| JPMORGAN CHASE & CO | 05/13/2026 | 1.44 M | $17.66 M | -12.84% | 2.35% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 05/15/2026 | 1.22 M | $15.20 M | -1.39% | 1.99% |
| CITIGROUP INC | 05/11/2026 | 1.21 M | $15.09 M | 410.23% | 1.97% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 1.11 M | $13.85 M | -27.88% | 1.81% |
| AMERICAN CENTURY COMPANIES INC | 05/15/2026 | 1.04 M | $13.04 M | -1.37% | 1.70% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 05/14/2026 | 1.01 M | $12.60 M | 134.60% | 1.65% |
| KENNEDY CAPITAL MANAGEMENT LLC | 05/13/2026 | 987.55 K | $12.32 M | -1.57% | 1.61% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 05/15/2026 | 823.97 K | $10.28 M | -15.01% | 1.34% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 819.24 K | $10.22 M | 949.25% | 1.34% |
| GARDNER LEWIS ASSET MANAGEMENT L P | 05/08/2026 | 816.83 K | $10.19 M | 2,784.79% | 1.33% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 728.81 K | $9.10 M | -12.83% | 1.19% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 05/15/2026 | 709.31 K | $8.85 M | 0.99% | 1.16% |
| AQR ARBITRAGE LLC | 05/15/2026 | 678.38 K | $8.47 M | 65.68% | 1.11% |
| SUMMITTX CAPITAL, L.P. | 05/15/2026 | 580.18 K | $7.24 M | 15.07% | 0.95% |
| CARTESIAN GROWTH CORP | 05/07/2026 | 561.67 K | $7.08 M | -8.17% | 0.92% |
| NORTHERN TRUST CORP | 05/14/2026 | 542.46 K | $6.77 M | 4.25% | 0.88% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 508.18 K | $6.34 M | 0.59% | 0.83% |
| ALLIANCEBERNSTEIN L.P. | 05/15/2026 | 479.10 K | $5.75 M | -37.23% | 0.78% |
| ABC ARBITRAGE SA | 05/04/2026 | 466.42 K | $5.82 M | -19.69% | 0.76% |
| 05/08/2026 | 443.36 K | $5.53 M | 100.00% | 0.72% | |
| MORGAN STANLEY | 05/15/2026 | 435.89 K | $5.44 M | 2.19% | 0.71% |
| UBS GROUP AG | 05/05/2026 | 423.64 K | $5.29 M | 42.14% | 0.69% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 398.72 K | $4.98 M | 100.00% | 0.65% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 390.00 K | $4.87 M | -16.07% | 0.64% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 387.77 K | $4.84 M | 2.27% | 0.63% |
| PRELUDE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 363.25 K | $4.53 M | 100.00% | 0.59% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 351.82 K | $4.39 M | 365.24% | 0.57% |
| JANE STREET GROUP, LLC | 05/12/2026 | 331.86 K | $4.14 M | 46.78% | 0.54% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 319.71 K | $3.99 M | -2.60% | 0.52% |
| ALLIANZ ASSET MANAGEMENT GMBH | 05/11/2026 | 300.10 K | $3.75 M | 0.00% | 0.49% |
| SQUAREPOINT OPS LLC | 05/15/2026 | 280.22 K | $3.50 M | 100.00% | 0.46% |
| JACOBS ASSET MANAGEMENT, LLC | 05/15/2026 | 262.50 K | $3.28 M | 31.25% | 0.43% |
| CREATIVE PLANNING | 05/12/2026 | 230.94 K | $2.88 M | 2.01% | 0.38% |
| CITADEL ADVISORS LLC | 05/15/2026 | 215.51 K | $2.69 M | -33.17% | 0.35% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 211.02 K | $2.63 M | 90.78% | 0.34% |
| STATE OF NEW JERSEY COMMON PENSION FUND D | 05/05/2026 | 210.63 K | $2.63 M | 0.00% | 0.34% |
| GLAZER CAPITAL, LLC | 05/14/2026 | 193.85 K | $2.42 M | 100.00% | 0.32% |
| JOHN W. ROSENTHAL CAPITAL MANAGEMENT, INC. | 04/24/2026 | 190.06 K | $2.37 M | 0.14% | 0.31% |
| CERITY PARTNERS LLC | 05/15/2026 | 172.68 K | $2.16 M | -3.29% | 0.28% |
| NUVEEN, LLC | 04/30/2026 | 171.72 K | $2.14 M | -74.23% | 0.28% |
| BARCLAYS PLC | 05/15/2026 | 141.61 K | $1.77 M | -32.48% | 0.23% |
Heritage Commerce Corp. institutional Ownership - FAQ's
During the previous two years, 282 institutional investors and hedge funds held shares of Heritage Commerce Corp.. The most heavily invested institutionals were:
BlackRock, Inc.: 8.2 M
DIMENSIONAL FUND ADVISORS LP: 3.4 M
STATE STREET CORP: 2.42 M
BALYASNY ASSET MANAGEMENT L.P.: 1.71 M
HoldCo Asset Management, LP: 1.62 M
First Trust Capital Management L.P.: 1.62 M
84.09% of Heritage Commerce Corp. stock is owned by institutional investors.
Institutional investors have bought a total of 68.48 M shares in the last 24 months. This purchase volume represents approximately $850.46 M in transactions.