Heritage Insurance Holdings, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK FUNDING, INC. /DE | 02/07/2025 | 1.93 M | $23.36 M | 0.58% | 6.31% |
| DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 1.57 M | $18.99 M | 14.07% | 5.13% |
| VANGUARD GROUP INC | 02/11/2025 | 1.33 M | $16.07 M | 0.72% | 4.34% |
| INVESCO LTD. | 02/13/2025 | 944,639 | $11.43 M | 23.97% | 3.09% |
| PACIFIC RIDGE CAPITAL PARTNERS, LLC | 02/12/2025 | 813,557 | $9.84 M | 33.73% | 2.66% |
| MARSHALL WACE, LLP | 02/13/2025 | 664,124 | $8.04 M | -30.23% | 2.17% |
| ACADIAN ASSET MANAGEMENT LLC | 02/11/2025 | 628,371 | $7.60 M | 8.94% | 2.06% |
| AMERICAN CENTURY COMPANIES INC | 02/11/2025 | 589,899 | $7.14 M | 14.80% | 1.93% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 499,924 | $6.05 M | -0.40% | 1.64% |
| AQR CAPITAL MANAGEMENT LLC | 02/14/2025 | 468,860 | $5.67 M | 49.56% | 1.53% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 02/10/2025 | 447,868 | $5.42 M | 15.26% | 1.47% |
| AMERIPRISE FINANCIAL INC | 02/14/2025 | 384,948 | $4.66 M | 46.13% | 1.26% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 02/14/2025 | 366,595 | $4.44 M | 0.68% | 1.20% |
| SEGALL BRYANT & HAMILL, LLC | 02/11/2025 | 348,556 | $4.22 M | 176.92% | 1.14% |
| RENAISSANCE TECHNOLOGIES LLC | 02/13/2025 | 345,399 | $4.18 M | -39.10% | 1.13% |
| MILLENNIUM MANAGEMENT LLC | 02/14/2025 | 230,975 | $2.79 M | -37.70% | 0.76% |
| TWO SIGMA ADVISERS, LP | 02/14/2025 | 217,000 | $2.63 M | -13.51% | 0.71% |
| TWO SIGMA INVESTMENTS, LP | 02/14/2025 | 208,045 | $2.52 M | -29.75% | 0.68% |
| GOLDMAN SACHS GROUP INC | 02/11/2025 | 180,566 | $2.18 M | 107.80% | 0.59% |
| ASSENAGON ASSET MANAGEMENT S.A. | 01/14/2025 | 147,780 | $1.79 M | -37.12% | 0.48% |
| TREXQUANT INVESTMENT LP | 02/12/2025 | 146,569 | $1.77 M | 2.97% | 0.48% |
| BANK OF NEW YORK MELLON CORP | 02/04/2025 | 117,236 | $1.42 M | 27.20% | 0.38% |
| EMPOWERED FUNDS, LLC | 01/28/2025 | 115,131 | $1.39 M | 5.09% | 0.38% |
| GSA CAPITAL PARTNERS LLP | 02/07/2025 | 113,516 | $1.37 M | 13.45% | 0.37% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 02/14/2025 | 108,146 | $1.31 M | -34.04% | 0.35% |
| NUVEEN ASSET MANAGEMENT, LLC | 02/14/2025 | 107,270 | $1.30 M | -18.21% | 0.35% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2025 | 105,600 | $1.28 M | -37.81% | 0.35% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 02/12/2025 | 102,137 | $1.24 M | -27.28% | 0.33% |
| FMR LLC | 02/13/2025 | 96,486 | $1.17 M | 10.21% | 0.32% |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 02/14/2025 | 95,379 | $1.15 M | 100.00% | 0.31% |
| PRUDENTIAL FINANCIAL INC | 02/11/2025 | 93,975 | $1.14 M | 323.79% | 0.31% |
| RAYMOND JAMES FINANCIAL INC | 02/13/2025 | 92,849 | $1.12 M | 100.00% | 0.30% |
| VICTORY CAPITAL MANAGEMENT INC | 02/06/2025 | 89,000 | $1.08 M | 7.23% | 0.29% |
| BOSTON PARTNERS | 02/11/2025 | 76,397 | $924,400 | 0.00% | 0.25% |
| STATE OF WISCONSIN INVESTMENT BOARD | 02/14/2025 | 70,423 | $852,118 | 100.00% | 0.23% |
| FIRST TRUST ADVISORS LP | 02/13/2025 | 68,961 | $834,428 | -10.12% | 0.23% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/06/2025 | 66,874 | $809,175 | 4.38% | 0.22% |
| STIFEL FINANCIAL CORP | 02/13/2025 | 56,825 | $687,584 | 2.97% | 0.19% |
| MAN GROUP PLC | 02/14/2025 | 54,693 | $661,785 | 100.00% | 0.18% |
| D L CARLSON INVESTMENT GROUP INC | 02/12/2025 | 52,430 | $634,403 | 100.00% | 0.17% |
| D. E. SHAW & CO., INC. | 02/14/2025 | 50,145 | $606,755 | -59.99% | 0.16% |
| WINTON GROUP LTD | 02/12/2025 | 46,519 | $562,880 | 109.62% | 0.15% |
| BARCLAYS PLC | 02/13/2025 | 45,505 | $551,000 | 10.62% | 0.15% |
| GRAHAM CAPITAL MANAGEMENT, L.P. | 02/14/2025 | 44,674 | $540,555 | 213.72% | 0.15% |
| FRANKLIN RESOURCES INC | 02/12/2025 | 41,121 | $497,564 | 207.75% | 0.13% |
| LSV ASSET MANAGEMENT | 02/13/2025 | 39,800 | $482,000 | 0.00% | 0.13% |
| MARTINGALE ASSET MANAGEMENT L P | 02/13/2025 | 39,145 | $473,655 | 100.00% | 0.13% |
| BALYASNY ASSET MANAGEMENT L.P. | 02/14/2025 | 38,358 | $464,132 | 111.77% | 0.13% |
| RHUMBLINE ADVISERS | 01/30/2025 | 35,956 | $435,062 | 0.56% | 0.12% |
| UBS GROUP AG | 02/14/2025 | 28,856 | $349,158 | 6.51% | 0.09% |
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, 178 institutional investors and hedge funds held shares of Heritage Insurance Holdings, Inc.. The most heavily invested institutionals were:
BlackRock Funding, Inc. /DE: 1.93 M
DIMENSIONAL FUND ADVISORS LP: 1.57 M
VANGUARD GROUP INC: 1.33 M
Invesco Ltd.: 944,639
Pacific Ridge Capital Partners, LLC: 813,557
MARSHALL WACE, LLP: 664,124
55.12% of Heritage Insurance Holdings, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 21.41 M shares in the last 24 months. This purchase volume represents approximately $249.47 M in transactions.