Heritage Insurance Holdings Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 08/07/2026 | 2.33 M | $60.84 M | 6.51% | 7.77% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 1.31 M | $34.18 M | 5.11% | 4.37% |
| AMERICAN CENTURY COMPANIES INC | 08/12/2026 | 1.07 M | $27.83 M | 7.89% | 3.55% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 1.01 M | $26.44 M | 1.24% | 3.38% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 949.09 K | $24.75 M | 12.09% | 3.16% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 749.88 K | $19.56 M | 1.49% | 2.50% |
| STATE STREET CORP | 08/07/2026 | 564.01 K | $14.71 M | 7.41% | 1.88% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 08/13/2026 | 553.56 K | $14.44 M | 0.49% | 1.84% |
| PACIFIC RIDGE CAPITAL PARTNERS, LLC | 08/12/2026 | 500.46 K | $13.05 M | 23.31% | 1.67% |
| JANE STREET GROUP, LLC | 08/14/2026 | 477.89 K | $12.46 M | 129.57% | 1.59% |
| MORGAN STANLEY | 08/13/2026 | 384.17 K | $10.02 M | 34.76% | 1.28% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 365.88 K | $9.54 M | 4.76% | 1.22% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 359.98 K | $9.39 M | 31.12% | 1.20% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 08/14/2026 | 337.78 K | $8.81 M | -5.83% | 1.13% |
| NUVEEN, LLC | 08/11/2026 | 304.02 K | $7.93 M | 78.94% | 1.01% |
| ASSENAGON ASSET MANAGEMENT S.A. | 08/21/2026 | 263.32 K | $6.87 M | -42.98% | 0.88% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2026 | 259.97 K | $6.78 M | 0.00% | 0.87% |
| NORTHERN TRUST CORP | 08/13/2026 | 251.22 K | $6.55 M | 4.06% | 0.84% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 247.59 K | $6.46 M | 173.52% | 0.82% |
| PRUDENTIAL FINANCIAL INC | 08/12/2026 | 239.20 K | $6.24 M | -51.39% | 0.80% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 232.74 K | $6.07 M | 19.54% | 0.78% |
| CITADEL ADVISORS LLC | 09/02/2026 | 228.95 K | $5.97 M | 24.68% | 0.76% |
| TREXQUANT INVESTMENT LP | 08/14/2026 | 193.26 K | $5.04 M | 41.45% | 0.64% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 192.19 K | $5.01 M | -18.09% | 0.64% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 192.19 K | $5.01 M | 100.00% | 0.64% |
| QUARTZ PARTNERS, LLC | 08/10/2026 | 188.81 K | $4.92 M | 3.78% | 0.63% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 174.42 K | $4.55 M | -47.67% | 0.58% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/13/2026 | 167.31 K | $4.36 M | -23.48% | 0.56% |
| EMPOWERED FUNDS, LLC | 08/17/2026 | 162.18 K | $4.23 M | 0.00% | 0.54% |
| SEGALL BRYANT & HAMILL, LLC | 08/12/2026 | 153.25 K | $4.00 M | -7.25% | 0.51% |
| D. E. SHAW & CO., INC. | 08/14/2026 | 151.25 K | $3.94 M | 100.00% | 0.50% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 151.07 K | $3.94 M | -3.37% | 0.50% |
| FRANKLIN RESOURCES INC | 08/13/2026 | 146.82 K | $3.83 M | -6.08% | 0.49% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 143.10 K | $3.73 M | 25.20% | 0.48% |
| ANNIS GARDNER WHITING CAPITAL ADVISORS, LLC | 08/10/2026 | 142.98 K | $3.73 M | 12.70% | 0.48% |
| ARKADIOS WEALTH ADVISORS | 08/10/2026 | 140.82 K | $3.67 M | 4.50% | 0.47% |
| FMR LLC | 08/13/2026 | 140.52 K | $3.66 M | 12.30% | 0.47% |
| POINT72 ASSET MANAGEMENT, L.P. | 08/14/2026 | 130.49 K | $3.40 M | 100.00% | 0.43% |
| JANE STREET GROUP, LLC | 08/14/2026 | 129.20 K | $3.37 M | 99.08% | 0.43% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 128.63 K | $3.35 M | -25.44% | 0.43% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2026 | 126.99 K | $3.31 M | -42.90% | 0.42% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 121.60 K | $3.17 M | 286.03% | 0.41% |
| ALLIANCEBERNSTEIN L.P. | 08/14/2026 | 113.85 K | $2.99 M | 39.16% | 0.38% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 110.12 K | $2.87 M | 7.88% | 0.37% |
| CITIGROUP INC | 08/03/2026 | 103.09 K | $2.69 M | -5.77% | 0.34% |
| MARSHALL WACE, LLP | 08/13/2026 | 103.08 K | $2.69 M | -72.50% | 0.34% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 96.28 K | $2.51 M | 10.90% | 0.32% |
| BALYASNY ASSET MANAGEMENT L.P. | 08/14/2026 | 95.99 K | $2.50 M | 100.00% | 0.32% |
| Y-INTERCEPT (HONG KONG) LTD | 07/14/2026 | 88.47 K | $2.31 M | 5.01% | 0.29% |
| UBS GROUP AG | 08/13/2026 | 83.29 K | $2.17 M | -58.97% | 0.28% |
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Heritage Insurance Holdings Inc. institutional Ownership - FAQ's
During the previous two years, 273 institutional investors and hedge funds held shares of Heritage Insurance Holdings Inc.. The most heavily invested institutionals were:
BlackRock, Inc.: 2.33 M
DIMENSIONAL FUND ADVISORS LP: 1.31 M
AMERICAN CENTURY COMPANIES INC: 1.07 M
VANGUARD CAPITAL MANAGEMENT LLC: 1.01 M
VANGUARD PORTFOLIO MANAGEMENT LLC: 949,090
GEODE CAPITAL MANAGEMENT, LLC: 749,878
63.00% of Heritage Insurance Holdings Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 26.64 M shares in the last 24 months. This purchase volume represents approximately $721.35 M in transactions.