Heritage Insurance Holdings Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 02/12/2026 | 2.21 M | $64.77 M | 15.04% | 7.17% |
| VANGUARD GROUP INC | 01/29/2026 | 1.88 M | $55.04 M | 14.23% | 6.09% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 1.21 M | $35.41 M | -4.10% | 3.92% |
| AMERICAN CENTURY COMPANIES INC | 02/13/2026 | 926.78 K | $27.12 M | 4.31% | 3.00% |
| PRUDENTIAL FINANCIAL INC | 02/13/2026 | 834.92 K | $24.43 M | 20.67% | 2.70% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 665.90 K | $19.49 M | 5.55% | 2.16% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 02/10/2026 | 580.32 K | $16.98 M | -7.33% | 1.88% |
| MARSHALL WACE, LLP | 02/13/2026 | 527.48 K | $15.43 M | -48.51% | 1.71% |
| STATE STREET CORP | 02/13/2026 | 507.58 K | $14.85 M | 11.42% | 1.64% |
| ACADIAN ASSET MANAGEMENT LLC | 02/10/2026 | 469.29 K | $13.73 M | 2.59% | 1.52% |
| ASSENAGON ASSET MANAGEMENT S.A. | 01/09/2026 | 462.48 K | $13.53 M | 0.09% | 1.50% |
| AQR CAPITAL MANAGEMENT LLC | 02/17/2026 | 417.43 K | $12.21 M | 4.36% | 1.35% |
| PACIFIC RIDGE CAPITAL PARTNERS, LLC | 02/04/2026 | 371.95 K | $10.88 M | -18.95% | 1.20% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 02/13/2026 | 343.74 K | $10.06 M | -18.93% | 1.11% |
| UBS GROUP AG | 01/29/2026 | 302.41 K | $8.85 M | 4.34% | 0.98% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 02/17/2026 | 292.18 K | $8.55 M | 54.17% | 0.95% |
| MORGAN STANLEY | 02/13/2026 | 272.45 K | $7.97 M | -24.99% | 0.88% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 255.17 K | $7.47 M | 25.18% | 0.83% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 02/17/2026 | 248.80 K | $7.28 M | 3.12% | 0.81% |
| NORTHERN TRUST CORP | 02/17/2026 | 232.30 K | $6.80 M | 6.67% | 0.75% |
| EAM INVESTORS, LLC | 02/12/2026 | 188.96 K | $5.53 M | 34.66% | 0.61% |
| QUARTZ PARTNERS, LLC | 02/13/2026 | 187.36 K | $5.48 M | 8.47% | 0.61% |
| TUDOR INVESTMENT CORP ET AL | 02/17/2026 | 185.47 K | $5.43 M | -0.49% | 0.60% |
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 181.68 K | $5.32 M | -33.29% | 0.59% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 173.52 K | $5.08 M | 39.20% | 0.56% |
| SEGALL BRYANT & HAMILL, LLC | 02/13/2026 | 172.94 K | $5.06 M | -0.93% | 0.56% |
| HRT FINANCIAL LP | 02/12/2026 | 171.41 K | $5.02 M | 37.12% | 0.55% |
| NUVEEN, LLC | 02/12/2026 | 169.45 K | $4.96 M | 181.73% | 0.55% |
| PEAK6 LLC | 03/12/2026 | 159.10 K | $4.66 M | 2.32% | 0.52% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 154.48 K | $4.52 M | 0.31% | 0.50% |
| TREXQUANT INVESTMENT LP | 02/17/2026 | 154.44 K | $4.52 M | 1.29% | 0.50% |
| EMPOWERED FUNDS, LLC | 02/18/2026 | 152.25 K | $4.45 M | 6.35% | 0.49% |
| CITADEL ADVISORS LLC | 02/17/2026 | 149.83 K | $4.38 M | -38.84% | 0.49% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 02/13/2026 | 143.32 K | $4.19 M | -41.00% | 0.46% |
| ARKADIOS WEALTH ADVISORS | 02/13/2026 | 137.27 K | $4.02 M | 7.00% | 0.44% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 112.50 K | $3.29 M | 81.74% | 0.36% |
| FMR LLC | 02/17/2026 | 110.42 K | $3.23 M | 21.20% | 0.36% |
| CITADEL ADVISORS LLC | 02/17/2026 | 109.90 K | $3.22 M | 18.05% | 0.36% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 107.96 K | $3.16 M | -7.75% | 0.35% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 102.78 K | $3.01 M | -1.57% | 0.33% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 101.14 K | $2.96 M | -30.90% | 0.33% |
| PRINCIPAL FINANCIAL GROUP INC | 02/02/2026 | 101.14 K | $2.96 M | 56.83% | 0.33% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 95.27 K | $2.79 M | 109.05% | 0.31% |
| FRANKLIN RESOURCES INC | 02/11/2026 | 90.94 K | $2.66 M | 11.84% | 0.29% |
| JANE STREET GROUP, LLC | 02/12/2026 | 87.20 K | $2.55 M | 60.29% | 0.28% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 02/13/2026 | 86.35 K | $2.53 M | 100.00% | 0.28% |
| DENALI ADVISORS LLC | 02/03/2026 | 85.12 K | $2.49 M | 100.00% | 0.28% |
| JPMORGAN CHASE & CO | 02/11/2026 | 84.73 K | $2.48 M | 29.62% | 0.27% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 83.33 K | $2.44 M | 3.81% | 0.27% |
| FIRST TRUST ADVISORS LP | 02/13/2026 | 82.25 K | $2.41 M | 14.07% | 0.27% |
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Heritage Insurance Holdings Inc. institutional Ownership - FAQ's
During the previous two years, 264 institutional investors and hedge funds held shares of Heritage Insurance Holdings Inc.. The most heavily invested institutionals were:
Assenagon Asset Management S.A.: 461,844
UBS Group AG: 203,005
Quartz Partners, LLC: 181,933
Nuveen, LLC: 169,898
Bank of New York Mellon Corp: 102,075
Y-Intercept (Hong Kong) Ltd: 84,250
61.59% of Heritage Insurance Holdings Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 25.08 M shares in the last 24 months. This purchase volume represents approximately $679.08 M in transactions.