Heritage Commerce Ownership | Who Owns Heritage Commerce?

Overview Forecast RevenueFinancials Chart

Heritage Commerce Ownership Summary

Heritage Commerce is owned by 76.69% institutional investors, 4.02% insiders, and 19.30% retail investors. Blackrock is the largest institutional shareholder, holding 13.53% of HTBK shares. iShares Russell 2000 ETF is the top mutual fund, with 3.26% of its assets in Heritage Commerce shares.

HTBK Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Heritage Commerce	76.69%	4.02%	19.30%
Sector	Financial Services Stocks	49.66%	13.98%	36.36%
Industry	Regional Banks Stocks	51.67%	12.06%	36.27%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	8.28M	13.53%	$72.02M
Fj capital management	5.99M	9.79%	$52.11M
Vanguard group	3.33M	5.45%	$29.00M
Dimensional fund advisors lp	3.05M	4.99%	$26.54M
Jpmorgan chase	2.35M	3.83%	$20.40M
State street	1.90M	3.11%	$16.56M
Boston partners	1.75M	2.87%	$15.37M
Geode capital management	1.42M	2.32%	$12.35M
Manufacturers life insurance company, the	1.36M	2.22%	$11.79M
Assenagon asset management	1.02M	1.67%	$8.91M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Fj capital management	5.99M	5.45%	$52.11M
Holdco asset management, lp	94.44K	5.03%	$821.62K
John w. rosenthal capital management	199.59K	2.46%	$1.74M
Endeavour capital advisors	651.40K	1.97%	$5.67M
Ejf capital	211.05K	1.36%	$1.84M
Siena capital partners gp	400.01K	1.15%	$3.48M
Black maple capital management lp	144.78K	0.82%	$1.26M
Banc funds	428.64K	0.44%	$3.73M
Atom investors lp	287.21K	0.25%	$2.50M
Kennedy capital management	932.69K	0.17%	$8.11M

Top Buyers

Holder	Shares	% Assets	Change
Fj capital management	5.99M	5.45%	1.76M
Assenagon asset management	1.02M	0.02%	914.25K
Jpmorgan chase	2.35M	0.00%	683.24K
Goldman sachs group	998.60K	0.00%	403.19K
Atom investors lp	287.21K	0.25%	192.44K

Top Sellers

Holder	Shares	% Assets	Change
T. rowe price investment management	-	-	-748.89K
Stieven capital advisors	-	-	-747.64K
Gsa capital partners llp	85.36K	0.05%	-178.75K
Morgan stanley	521.05K	0.00%	-150.13K
Banc funds	428.64K	0.44%	-145.00K

New Positions

Holder	Shares	% Assets	Change	Value
Corebridge financial	32.06K	0.00%	32.06K	$278.96K
Mirae asset global etfs	29.29K	0.00%	29.29K	$254.79K
Savant capital	24.19K	0.00%	24.19K	$210.42K
Sentinel trust co lba	22.50K	0.02%	22.50K	$196.00K
Princeton capital management	15.04K	0.04%	15.04K	$130.86K

Sold Out

Holder	Change
Rosenberg matthew hamilton	-12.00
Nelson, van denburg & campbell wealth management group	-14.00
Private wealth management group	-73.00
Federated hermes	-161.00
Quarry lp	-1.04K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	163	4.49%	47,005,518	-1.82%	76	1.25%	86	-8.51%	48	11.63%
Jun 30, 2024	154	-9.94%	47,862,687	5.08%	78	1.41%	93	4.49%	42	-26.32%
Mar 31, 2024	171	2.40%	45,548,777	2.00%	74	1.39%	89	-10.10%	57	29.55%
Dec 31, 2023	167	12.84%	44,654,147	0.77%	73	1.39%	99	43.48%	44	-8.33%
Sep 30, 2023	148	-3.27%	44,314,814	-0.38%	72	1.37%	69	-16.87%	48	4.35%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Russell 2000 ETF	2.00M	3.26%	-4.17K
Vanguard Total Stock Mkt Idx Inv	1.84M	3.01%	3.63K
Vanguard Institutional Extnd Mkt Idx Tr	996.23K	1.63%	-3.51K
Avantis US Small Cap Value ETF	947.83K	1.55%	-
DFA US Small Cap Value I	755.12K	1.23%	96.44K
BlackRock Advantage Small Cap Core Instl	697.99K	1.14%	-
JHancock Regional Bank A	683.68K	1.12%	-9.05K
SPDR® S&P Regional Banking ETF	668.72K	1.09%	-2.03K
iShares Russell 2000 Value ETF	625.01K	1.02%	806.00
Fidelity Small Cap Index	605.17K	0.99%	-12.35K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Jan 31, 2024	Conner Jack W	-	Sell	$61.94K
May 05, 2023	Conner Jack W	-	Buy	$36.84K
May 02, 2023	Conner Jack W	-	Buy	$76.08K
Mar 06, 2023	DiNapoli Jason Philip	-	Buy	$43.61K
Mar 03, 2023	Moles Robert	-	Sell	$107.22K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	-
2024 Q3	-	-
2024 Q2	-	-
2024 Q1	-	1
2023 Q4	-	-

HTBK Ownership FAQ

Who Owns Heritage Commerce?

Heritage Commerce shareholders are primarily institutional investors at 76.69%, followed by 4.02% insiders and 19.29% retail investors. The average institutional ownership in Heritage Commerce's industry, Regional Banks Stocks, is 51.67%, which Heritage Commerce exceeds.

Who owns the most shares of Heritage Commerce?

Heritage Commerce’s largest shareholders are Blackrock (8.28M shares, 13.53%), Fj capital management (5.99M shares, 9.79%), and Vanguard group (3.33M shares, 5.45%). Together, they hold 28.77% of Heritage Commerce’s total shares outstanding.

Does Blackrock own Heritage Commerce?

Yes, BlackRock owns 13.53% of Heritage Commerce, totaling 8.28M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 72.02M$. In the last quarter, BlackRock increased its holdings by 120.76K shares, a 1.48% change.

Who is Heritage Commerce’s biggest shareholder by percentage of total assets invested?

Fj capital management is Heritage Commerce’s biggest shareholder by percentage of total assets invested, with 5.45% of its assets in 5.99M Heritage Commerce shares, valued at 52.11M$.

Who is the top mutual fund holder of Heritage Commerce shares?

iShares Russell 2000 ETF is the top mutual fund holder of Heritage Commerce shares, with 3.26% of its total shares outstanding invested in 2M Heritage Commerce shares.

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