Heritage Insurance Holdings Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/13/2026 | 2.19 M | $57.50 M | -1.06% | 7.09% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 1.25 M | $32.73 M | 3.05% | 4.04% |
| 05/15/2026 | 1.00 M | $26.28 M | 100.00% | 3.24% | |
| AMERICAN CENTURY COMPANIES INC | 05/15/2026 | 988.95 K | $25.96 M | 6.71% | 3.20% |
| 05/08/2026 | 846.69 K | $22.23 M | 100.00% | 2.74% | |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 738.89 K | $19.40 M | 10.96% | 2.39% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 05/11/2026 | 550.87 K | $14.46 M | -5.08% | 1.78% |
| STATE STREET CORP | 05/15/2026 | 525.10 K | $13.78 M | 3.45% | 1.70% |
| PRUDENTIAL FINANCIAL INC | 05/13/2026 | 492.09 K | $12.92 M | -41.06% | 1.59% |
| ASSENAGON ASSET MANAGEMENT S.A. | 04/20/2026 | 461.84 K | $12.12 M | -0.14% | 1.50% |
| PACIFIC RIDGE CAPITAL PARTNERS, LLC | 05/11/2026 | 405.86 K | $10.65 M | 9.12% | 1.31% |
| ACADIAN ASSET MANAGEMENT LLC | 05/13/2026 | 386.62 K | $10.15 M | -17.62% | 1.25% |
| MARSHALL WACE, LLP | 05/15/2026 | 374.91 K | $9.84 M | -28.92% | 1.21% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 05/15/2026 | 358.68 K | $9.42 M | 4.35% | 1.16% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 349.25 K | $9.17 M | -16.33% | 1.13% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 333.28 K | $8.75 M | 92.07% | 1.08% |
| MORGAN STANLEY | 05/15/2026 | 285.08 K | $7.48 M | 4.64% | 0.92% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 274.54 K | $7.21 M | 229.47% | 0.89% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 05/15/2026 | 259.97 K | $6.82 M | 4.49% | 0.84% |
| NORTHERN TRUST CORP | 05/14/2026 | 241.42 K | $6.34 M | 3.92% | 0.78% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 234.64 K | $6.16 M | -8.05% | 0.76% |
| INVESCO LTD. | 05/12/2026 | 228.72 K | $6.00 M | 195.42% | 0.74% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 05/15/2026 | 222.39 K | $5.84 M | -23.89% | 0.72% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 05/14/2026 | 218.66 K | $5.74 M | 52.57% | 0.71% |
| JANE STREET GROUP, LLC | 05/12/2026 | 208.16 K | $5.46 M | 436.02% | 0.67% |
| UBS GROUP AG | 05/05/2026 | 203.01 K | $5.33 M | -32.87% | 0.66% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 194.69 K | $5.11 M | 92.49% | 0.63% |
| CITADEL ADVISORS LLC | 05/15/2026 | 183.63 K | $4.82 M | 22.56% | 0.59% |
| QUARTZ PARTNERS, LLC | 05/05/2026 | 181.93 K | $4.78 M | -2.89% | 0.59% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 172.53 K | $4.53 M | -5.04% | 0.56% |
| NUVEEN, LLC | 04/30/2026 | 169.90 K | $4.46 M | 0.26% | 0.55% |
| SEGALL BRYANT & HAMILL, LLC | 05/22/2026 | 165.23 K | $4.34 M | -4.46% | 0.53% |
| EMPOWERED FUNDS, LLC | 06/16/2026 | 162.18 K | $4.26 M | 6.52% | 0.53% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 156.34 K | $4.10 M | 100.00% | 0.51% |
| FRANKLIN RESOURCES INC | 05/13/2026 | 156.32 K | $4.10 M | 71.89% | 0.51% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 140.46 K | $3.69 M | -9.08% | 0.45% |
| TREXQUANT INVESTMENT LP | 05/15/2026 | 136.62 K | $3.59 M | -11.54% | 0.44% |
| ARKADIOS WEALTH ADVISORS | 05/18/2026 | 134.75 K | $3.54 M | -1.83% | 0.44% |
| ANNIS GARDNER WHITING CAPITAL ADVISORS, LLC | 05/06/2026 | 126.87 K | $3.33 M | 65.04% | 0.41% |
| FMR LLC | 05/15/2026 | 125.13 K | $3.28 M | 13.32% | 0.41% |
| PEAK6 LLC | 05/14/2026 | 119.20 K | $3.13 M | -25.08% | 0.39% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 114.30 K | $3.00 M | 1.60% | 0.37% |
| CITIGROUP INC | 05/11/2026 | 109.40 K | $2.87 M | 124.20% | 0.35% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 102.96 K | $2.70 M | 0.18% | 0.33% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 102.08 K | $2.68 M | -5.45% | 0.33% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 90.52 K | $2.38 M | 90.00% | 0.29% |
| FIRST TRUST ADVISORS LP | 05/13/2026 | 86.82 K | $2.28 M | 5.56% | 0.28% |
| Y-INTERCEPT (HONG KONG) LTD | 04/27/2026 | 84.25 K | $2.21 M | 100.00% | 0.27% |
| ALLIANCEBERNSTEIN L.P. | 05/15/2026 | 81.81 K | $2.39 M | 19.42% | 0.26% |
| JPMORGAN CHASE & CO | 05/13/2026 | 80.89 K | $2.12 M | -4.53% | 0.26% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
Heritage Insurance Holdings Inc. institutional Ownership - FAQ's
During the previous two years, 261 institutional investors and hedge funds held shares of Heritage Insurance Holdings Inc.. The most heavily invested institutionals were:
BlackRock, Inc.: 2.19 M
DIMENSIONAL FUND ADVISORS LP: 1.25 M
AMERICAN CENTURY COMPANIES INC: 988,951
GEODE CAPITAL MANAGEMENT, LLC: 738,890
Connor, Clark & Lunn Investment Management Ltd.: 550,867
STATE STREET CORP: 525,099
61.01% of Heritage Insurance Holdings Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 24.67 M shares in the last 24 months. This purchase volume represents approximately $668.06 M in transactions.