Heritage Commerce Ownership 2024 | Who Owns Heritage Commerce Now?
Institutional Ownership
16.15%
Insider Ownership
4.02%
Retail Ownership
79.83%
Institutional Holders
57.00
Heritage Commerce Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | 13.53% | 0.00% | 8,278,426 | 120,761 | 1.48% | 72,022,303 | Jun 30, 2024 |
| FJ CAPITAL MANAGEMENT LLC | 9.79% | 5.45% | 5,989,729 | 1,759,280 | 41.59% | 52,110,642 | Jun 30, 2024 |
| VANGUARD GROUP INC | 5.45% | 0.00% | 3,333,492 | 24,351 | 0.74% | 29,001,380 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 4.99% | 0.01% | 3,051,126 | -102,317 | -3.24% | 26,543,547 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 3.83% | 0.00% | 2,345,058 | 683,242 | 41.11% | 20,402,005 | Jun 30, 2024 |
| STATE STREET CORP | 3.11% | 0.00% | 1,904,013 | 11,277 | 0.60% | 16,564,913,000 | Jun 30, 2024 |
| BOSTON PARTNERS | 2.87% | 0.02% | 1,754,719 | -86,659 | -4.71% | 15,373,858 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.32% | 0.00% | 1,419,478 | 41,835 | 3.04% | 12,351,738 | Jun 30, 2024 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2.22% | 0.01% | 1,355,747 | -53,586 | -3.80% | 11,794,999 | Jun 30, 2024 |
| ASSENAGON ASSET MANAGEMENT S.A. | 1.67% | 0.02% | 1,024,377 | 914,249 | 830.17% | 8,912,080 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 1.63% | 0.00% | 998,603 | 403,186 | 67.71% | 8,687,846 | Jun 30, 2024 |
| KENNEDY CAPITAL MANAGEMENT LLC | 1.52% | 0.17% | 932,694 | 123,812 | 15.31% | 8,114,438 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 1.51% | 0.00% | 921,389 | 160,977 | 21.17% | 8,016,084 | Jun 30, 2024 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 1.23% | 0.02% | 751,680 | 93,310 | 14.17% | 6,539,616 | Jun 30, 2024 |
| ENDEAVOUR CAPITAL ADVISORS INC | 1.06% | 1.97% | 651,405 | 476 | 0.07% | 5,667,224 | Jun 30, 2024 |
| CARTESIAN GROWTH CORP | 1.06% | 0.15% | 648,286 | 6,747 | 1.05% | 5,640,088 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.97% | 0.00% | 595,113 | -16,126 | -2.64% | 5,177,483,000 | Jun 30, 2024 |
| AQR CAPITAL MANAGEMENT LLC | 0.89% | 0.01% | 544,471 | 133,514 | 32.49% | 4,736,898 | Jun 30, 2024 |
| MORGAN STANLEY | 0.85% | 0.00% | 521,049 | -150,128 | -22.37% | 4,533,142 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.83% | 0.00% | 507,656 | 3,736 | 0.74% | 4,416,607 | Jun 30, 2024 |
Heritage Commerce's largest institutional shareholder is BLACKROCK INC., holding 13.53% of the company's total share outstanding, currently valued at $72.02M. The top 10 institutional shareholders own together 49.78% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| FJ CAPITAL MANAGEMENT LLC | 9.79% | 5.45% | 5,989,729 | 1,759,280 | 41.59% | 52,110,642 | Jun 30, 2024 |
| HOLDCO ASSET MANAGEMENT, LP | 0.15% | 5.03% | 94,439 | - | - | 821,619 | Jun 30, 2024 |
| JOHN W. ROSENTHAL CAPITAL MANAGEMENT, INC. | 0.33% | 2.46% | 199,587 | -7,000 | -3.39% | 1,736,406 | Jun 30, 2024 |
| ENDEAVOUR CAPITAL ADVISORS INC | 1.06% | 1.97% | 651,405 | 476 | 0.07% | 5,667,224 | Jun 30, 2024 |
| EJF CAPITAL LLC | 0.34% | 1.36% | 211,048 | 57,033 | 37.03% | 1,836,118 | Jun 30, 2024 |
| SIENA CAPITAL PARTNERS GP, LLC | 0.65% | 1.15% | 400,009 | - | - | 3,480,078 | Jun 30, 2024 |
| BLACK MAPLE CAPITAL MANAGEMENT LP | 0.24% | 0.82% | 144,781 | 32,600 | 29.06% | 1,259,595 | Jun 30, 2024 |
| BANC FUNDS CO LLC | 0.70% | 0.44% | 428,639 | -145,000 | -25.28% | 3,729,159 | Jun 30, 2024 |
| ATOM INVESTORS LP | 0.47% | 0.25% | 287,210 | 192,439 | 203.06% | 2,498,727 | Jun 30, 2024 |
| PACIFIC RIDGE CAPITAL PARTNERS, LLC | 0.16% | 0.21% | 99,432 | 131 | 0.13% | 865,058 | Jun 30, 2024 |
| KENNEDY CAPITAL MANAGEMENT LLC | 1.52% | 0.17% | 932,694 | 123,812 | 15.31% | 8,114,438 | Jun 30, 2024 |
| CARTESIAN GROWTH CORP | 1.06% | 0.15% | 648,286 | 6,747 | 1.05% | 5,640,088 | Jun 30, 2024 |
| CLARIVEST ASSET MANAGEMENT LLC | 0.27% | 0.15% | 165,108 | 4,613 | 2.87% | 1,436,440 | Jun 30, 2024 |
| QUEST PARTNERS LLC | 0.10% | 0.07% | 58,569 | 3,795 | 6.93% | 509,550 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.45% | 0.06% | 275,559 | 10,260 | 3.87% | 2,397,363 | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | 0.14% | 0.05% | 85,361 | -178,746 | -67.68% | 743,000 | Jun 30, 2024 |
| NUMERAI GP LLC | 0.03% | 0.05% | 15,602 | -67,798 | -81.29% | 135,737 | Jun 30, 2024 |
| PRINCETON CAPITAL MANAGEMENT LLC | 0.02% | 0.04% | 15,041 | 15,041 | 100.00% | 130,857 | Jun 30, 2024 |
| PFS PARTNERS, LLC | 0.01% | 0.03% | 4,823 | - | - | 41,963 | Jun 30, 2024 |
| AIGEN INVESTMENT MANAGEMENT, LP | 0.02% | 0.03% | 15,259 | 15,259 | 100.00% | 132,753 | Jun 30, 2024 |
The largest Heritage Commerce shareholder by % of total assets is FJ CAPITAL MANAGEMENT LLC. The company owns 5.99M shares of Heritage Commerce (HTBK), representing 5.45% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| FJ CAPITAL MANAGEMENT LLC | 9.79% | 5.45% | 5,989,729 | 1,759,280 | 41.59% | 52,110,642 | Jun 30, 2024 |
| ASSENAGON ASSET MANAGEMENT S.A. | 1.67% | 0.02% | 1,024,377 | 914,249 | 830.17% | 8,912,080 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 3.83% | 0.00% | 2,345,058 | 683,242 | 41.11% | 20,402,005 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 1.63% | 0.00% | 998,603 | 403,186 | 67.71% | 8,687,846 | Jun 30, 2024 |
| ATOM INVESTORS LP | 0.47% | 0.25% | 287,210 | 192,439 | 203.06% | 2,498,727 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 1.51% | 0.00% | 921,389 | 160,977 | 21.17% | 8,016,084 | Jun 30, 2024 |
| AQR CAPITAL MANAGEMENT LLC | 0.89% | 0.01% | 544,471 | 133,514 | 32.49% | 4,736,898 | Jun 30, 2024 |
| KENNEDY CAPITAL MANAGEMENT LLC | 1.52% | 0.17% | 932,694 | 123,812 | 15.31% | 8,114,438 | Jun 30, 2024 |
| BLACKROCK INC. | 13.53% | 0.00% | 8,278,426 | 120,761 | 1.48% | 72,022,303 | Jun 30, 2024 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 1.23% | 0.02% | 751,680 | 93,310 | 14.17% | 6,539,616 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.20% | 0.00% | 121,383 | 78,929 | 185.92% | 1,056,032 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.25% | 0.00% | 155,549 | 70,146 | 82.14% | 1,353,276 | Jun 30, 2024 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 0.18% | 0.00% | 108,876 | 59,750 | 121.63% | 947,221 | Jun 30, 2024 |
| EJF CAPITAL LLC | 0.34% | 1.36% | 211,048 | 57,033 | 37.03% | 1,836,118 | Jun 30, 2024 |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 0.08% | 0.00% | 46,898 | 46,898 | 100.00% | 408,000 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.32% | 0.00% | 1,419,478 | 41,835 | 3.04% | 12,351,738 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.45% | 0.00% | 276,600 | 37,100 | 15.49% | 2,406,420 | Jun 30, 2024 |
| BLACK MAPLE CAPITAL MANAGEMENT LP | 0.24% | 0.82% | 144,781 | 32,600 | 29.06% | 1,259,595 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.05% | 0.00% | 32,064 | 32,064 | 100.00% | 278,957 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.05% | 0.00% | 29,286 | 29,286 | 100.00% | 254,788 | Jun 30, 2024 |
As of Jun 30 2024, Heritage Commerce's largest institutional buyer is FJ CAPITAL MANAGEMENT LLC. The company purchased 1.76M stocks of HTBK, valued at $52.11M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | - | - | - | -748,888 | -100.00% | - | Jun 30, 2024 |
| STIEVEN CAPITAL ADVISORS, L.P. | - | - | - | -747,636 | -100.00% | - | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | 0.14% | 0.05% | 85,361 | -178,746 | -67.68% | 743,000 | Jun 30, 2024 |
| MORGAN STANLEY | 0.85% | 0.00% | 521,049 | -150,128 | -22.37% | 4,533,142 | Jun 30, 2024 |
| BANC FUNDS CO LLC | 0.70% | 0.44% | 428,639 | -145,000 | -25.28% | 3,729,159 | Jun 30, 2024 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | - | - | - | -118,401 | -100.00% | - | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 4.99% | 0.01% | 3,051,126 | -102,317 | -3.24% | 26,543,547 | Jun 30, 2024 |
| BOSTON PARTNERS | 2.87% | 0.02% | 1,754,719 | -86,659 | -4.71% | 15,373,858 | Jun 30, 2024 |
| ALGERT GLOBAL LLC | - | - | - | -67,880 | -100.00% | - | Jun 30, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.20% | 0.00% | 120,476 | -67,835 | -36.02% | 1,048,000 | Jun 30, 2024 |
| NUMERAI GP LLC | 0.03% | 0.05% | 15,602 | -67,798 | -81.29% | 135,737 | Jun 30, 2024 |
| STATE OF NEW JERSEY COMMON PENSION FUND D | 0.45% | 0.01% | 276,287 | -64,142 | -18.84% | 2,403,697 | Jun 30, 2024 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2.22% | 0.01% | 1,355,747 | -53,586 | -3.80% | 11,794,999 | Jun 30, 2024 |
| BARCLAYS PLC | 0.33% | 0.00% | 201,973 | -47,914 | -19.17% | 1,757,000 | Jun 30, 2024 |
| TREXQUANT INVESTMENT LP | 0.14% | 0.01% | 83,533 | -45,866 | -35.45% | 726,737 | Jun 30, 2024 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | - | - | - | -43,433 | -100.00% | - | Jun 30, 2024 |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | - | - | - | -41,539 | -100.00% | - | Jun 30, 2024 |
| THRIVENT FINANCIAL FOR LUTHERANS | 0.21% | 0.00% | 130,008 | -39,115 | -23.13% | 1,131,000 | Jun 30, 2024 |
| Y-INTERCEPT (HONG KONG) LTD | 0.03% | 0.01% | 16,127 | -33,730 | -67.65% | 140,305 | Jun 30, 2024 |
| HSBC HOLDINGS PLC | 0.03% | 0.00% | 19,279 | -29,632 | -60.58% | 163,293 | Jun 30, 2024 |
As of Jun 30 2024, Heritage Commerce's biggest institutional seller is T. ROWE PRICE INVESTMENT MANAGEMENT, INC.. The company sold -0.75M shares of HTBK, valued at -.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| COREBRIDGE FINANCIAL, INC. | 0.05% | 0.00% | 32,064 | 32,064 | 100.00% | 278,957 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.05% | 0.00% | 29,286 | 29,286 | 100.00% | 254,788 | Jun 30, 2024 |
| NATIXIS ADVISORS, L.P. | 0.04% | 0.00% | 27,070 | 27,070 | 100.00% | 236,000 | Jun 30, 2024 |
| SAVANT CAPITAL, LLC | 0.04% | 0.00% | 24,186 | 24,186 | 100.00% | 210,419 | Jun 30, 2024 |
| SENTINEL TRUST CO LBA | 0.04% | 0.02% | 22,500 | 22,500 | 100.00% | 196,000 | Jun 30, 2024 |
| PRINCETON CAPITAL MANAGEMENT LLC | 0.02% | 0.04% | 15,041 | 15,041 | 100.00% | 130,857 | Jun 30, 2024 |
| MAGNETAR FINANCIAL LLC | 0.02% | 0.00% | 14,118 | 14,118 | 100.00% | 122,827 | Jun 30, 2024 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 0.02% | 0.00% | 13,118 | 13,118 | 100.00% | 114,127 | Jun 30, 2024 |
| ETHIC INC. | 0.02% | 0.00% | 11,165 | 11,165 | 100.00% | 97,136 | Jun 30, 2024 |
| EQUITABLE HOLDINGS, INC. | 0.02% | 0.00% | 10,273 | 10,273 | 100.00% | 89,375 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | 0.00% | 0.01% | 2,718 | 2,718 | 100.00% | 23,647 | Jun 30, 2024 |
| SRS CAPITAL ADVISORS, INC. | 0.00% | 0.00% | 1,157 | 1,157 | 100.00% | 10,066 | Jun 30, 2024 |
| SMARTLEAF ASSET MANAGEMENT LLC | 0.00% | 0.00% | 666 | 666 | 100.00% | 5,467 | Jun 30, 2024 |
| COVESTOR LTD | 0.00% | 0.00% | 150 | 150 | 100.00% | 1,000 | Jun 30, 2024 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 0.00% | 0.00% | 74 | 74 | 100.00% | 643 | Jun 30, 2024 |
Heritage Commerce's largest new institutional shareholder by number of shares is COREBRIDGE FINANCIAL, INC., purchased 32.06K shares, valued at $278.96K, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | - | - | - | -748,888 | -100.00% | - | Jun 30, 2024 |
| STIEVEN CAPITAL ADVISORS, L.P. | - | - | - | -747,636 | -100.00% | - | Jun 30, 2024 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | - | - | - | -118,401 | -100.00% | - | Jun 30, 2024 |
| ALGERT GLOBAL LLC | - | - | - | -67,880 | -100.00% | - | Jun 30, 2024 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | - | - | - | -43,433 | -100.00% | - | Jun 30, 2024 |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | - | - | - | -41,539 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -29,210 | -100.00% | - | Jun 30, 2024 |
| JUMP FINANCIAL, LLC | - | - | - | -28,511 | -100.00% | - | Jun 30, 2024 |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | - | - | - | -25,369 | -100.00% | - | Jun 30, 2024 |
| TD ASSET MANAGEMENT INC | - | - | - | -24,790 | -100.00% | - | Jun 30, 2024 |
| AQUATIC CAPITAL MANAGEMENT LLC | - | - | - | -24,100 | -100.00% | - | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | - | - | - | -23,421 | -100.00% | - | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | - | - | - | -16,538 | -100.00% | - | Jun 30, 2024 |
| SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | - | - | - | -16,078 | -100.00% | - | Jun 30, 2024 |
| SHERBROOKE PARK ADVISERS LLC | - | - | - | -14,469 | -100.00% | - | Jun 30, 2024 |
| LINCOLN NATIONAL CORP | - | - | - | -13,300 | -100.00% | - | Jun 30, 2024 |
| NORDEN GROUP LLC | - | - | - | -12,956 | -100.00% | - | Jun 30, 2024 |
| PROSHARE ADVISORS LLC | - | - | - | -10,649 | -100.00% | - | Jun 30, 2024 |
| AMERITAS ADVISORY SERVICES, LLC | - | - | - | -10,116 | -100.00% | - | Jun 30, 2024 |
| ONE WEALTH ADVISORS, LLC | - | - | - | -10,045 | -100.00% | - | Jun 30, 2024 |
| POINT72 ASSET MANAGEMENT, L.P. | - | - | - | -7,400 | -100.00% | - | Jun 30, 2024 |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | - | - | - | -4,856 | -100.00% | - | Jun 30, 2024 |
| POINT72 (DIFC) LTD | - | - | - | -4,027 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -2,424 | -100.00% | - | Jun 30, 2024 |
| POINT72 ASIA (SINGAPORE) PTE. LTD. | - | - | - | -2,287 | -100.00% | - | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | - | - | - | -1,432 | -100.00% | - | Jun 30, 2024 |
| QUARRY LP | - | - | - | -1,040 | -100.00% | - | Jun 30, 2024 |
| PRIVATE WEALTH MANAGEMENT GROUP, LLC | - | - | - | -73 | -100.00% | - | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -14 | -100.00% | - | Jun 30, 2024 |
| ROSENBERG MATTHEW HAMILTON | - | - | - | -12 | -100.00% | - | Jun 30, 2024 |
Heritage Commerce's largest sold out institutional shareholder by shares sold is T. ROWE PRICE INVESTMENT MANAGEMENT, INC., sold -0.75M shares, valued at -, as of undefined.
Heritage Commerce Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| JOHN HANCOCK INVESTMENT TRUST II | 1.86% | 790,260 | -49,128 | -5.85% | Jan 31, 2024 |
| BlackRock Advantage SMID Cap Fund, Inc. | 0.47% | 90,461 | -462 | -0.51% | Mar 28, 2024 |
| NUVEEN INVESTMENT TRUST | 0.46% | 256,902 | - | - | Mar 31, 2024 |
| JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND | 0.38% | 513,678 | - | - | Mar 31, 2024 |
| CORNERCAP GROUP OF FUNDS /VA/ | 0.28% | 20,368 | -3,796 | -15.71% | Sep 30, 2022 |
| T. Rowe Price Financial Services Fund, Inc. | 0.23% | 189,968 | - | - | Mar 31, 2024 |
| STATE STREET INSTITUTIONAL FUNDS | 0.21% | 163,153 | -46,642 | -22.23% | Mar 31, 2024 |
| CRM Mutual Fund Trust | 0.20% | 99,825 | - | - | Mar 31, 2024 |
| SunAmerica Specialty Series | 0.15% | 78,108 | -6,358 | -7.53% | Apr 30, 2021 |
| T. Rowe Price Small-Cap Value Fund, Inc. | 0.12% | 919,642 | - | - | Mar 31, 2024 |
| T. Rowe Price Small-Cap Stock Fund, Inc. | 0.09% | 332,190 | -877,264 | -72.53% | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.07% | 39,071 | - | - | Mar 31, 2024 |
| Vericimetry Funds | 0.07% | 6,040 | - | - | Mar 31, 2024 |
| BRIDGEWAY FUNDS INC | 0.06% | 132,464 | - | - | Mar 28, 2024 |
| Angel Oak Funds Trust | 0.04% | 3,000,000 | - | - | Jan 31, 2024 |
| AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC. | 0.03% | 70,862 | - | - | Mar 31, 2024 |
| ROYCE FUND | 0.03% | 199,035 | - | - | Mar 31, 2024 |
| FORUM FUNDS II | 0.03% | 28,701 | 300 | 1.06% | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.02% | 203,239 | 3,721 | 1.86% | Mar 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.02% | 105,582 | -4,588 | -4.16% | Mar 31, 2024 |
| IndexIQ ETF Trust | 0.02% | 38,756 | -3,031 | -7.25% | Jan 31, 2024 |
| Federated Hermes MDT Series | 0.02% | 39,243 | - | - | Jan 31, 2024 |
| TIMOTHY PLAN | 0.02% | 75,353 | - | - | Mar 31, 2024 |
| ADVISORS' INNER CIRCLE FUND | 0.02% | 370,291 | - | - | Jan 31, 2024 |
| T. Rowe Price Equity Funds, Inc. | 0.01% | 161,847 | -532,847 | -76.70% | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.01% | 8,401 | -821 | -8.90% | Mar 31, 2024 |
| HOTCHKIS & WILEY FUNDS /DE/ | 0.01% | 165,500 | 165,500 | - | Mar 31, 2024 |
| Virtus Investment Trust | 0.01% | 429,650 | - | - | Mar 28, 2024 |
| TRUST FOR PROFESSIONAL MANAGERS | 0.01% | 3,935,000 | - | - | Feb 29, 2024 |
| MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC | 0.01% | 5,319 | -1,330 | -20.00% | Sep 30, 2020 |
| TETON WESTWOOD FUNDS | 0.01% | 5,800 | - | - | Dec 29, 2023 |
| Lattice Strategies Trust | 0.01% | 10,675 | 1,151 | 12.09% | Mar 31, 2024 |
| VANGUARD INDEX FUNDS | 0.01% | 2,651,872 | -909,868 | -25.55% | Mar 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.01% | 1,355 | - | - | Mar 31, 2024 |
| AMERICAN CENTURY ETF TRUST | 0.01% | 674,507 | 220,931 | 48.71% | Feb 29, 2024 |
| Mutual of America Variable Insurance Portfolios, Inc. | 0.01% | 4,170 | - | - | Sep 30, 2023 |
| MUTUAL OF AMERICA INVESTMENT CORP | 0.01% | 218,531 | - | - | Mar 31, 2024 |
| VANGUARD HORIZON FUNDS | 0.01% | 119,569 | 39,769 | 49.84% | Mar 31, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 163,609 | - | - | Jan 31, 2024 |
| BNY Mellon Strategic Funds, Inc. | 0.00% | 8,468 | - | - | Mar 31, 2024 |
| CLEARWATER INVESTMENT TRUST | 0.00% | 33,023 | - | - | Mar 28, 2024 |
| TIAA-CREF LIFE FUNDS | 0.00% | 7,934 | -247 | -3.02% | Mar 31, 2024 |
| ALPS ETF Trust | 0.00% | 36,050 | -2,550 | -6.61% | Feb 29, 2024 |
| JNL VARIABLE FUND LLC | 0.00% | 16,014 | -3,856 | -19.41% | Mar 31, 2020 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 584,499 | 13,750 | 2.41% | Feb 29, 2024 |
| FINANCIAL INVESTORS TRUST | 0.00% | 211,862 | - | - | Jan 31, 2024 |
| T. Rowe Price Spectrum Funds II, Inc. | 0.00% | 34,478 | -56,793 | -62.22% | Feb 29, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 5,845 | - | - | Mar 31, 2024 |
| North Square Investments Trust | 0.00% | 20,450 | - | - | Jan 31, 2024 |
| RBB FUND, INC. | 0.00% | 201,996 | 20,972 | 11.59% | Feb 29, 2024 |
| Legg Mason ETF Investment Trust | 0.00% | 4,081 | - | - | Mar 31, 2024 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 2,108,522 | 481,179 | 29.57% | Jan 31, 2024 |
| Dimensional ETF Trust | 0.00% | 868,339 | 58,403 | 7.21% | Jan 31, 2024 |
| VICTORY PORTFOLIOS | 0.00% | 56,850 | 1,650 | 2.99% | Mar 31, 2024 |
| ETF Series Solutions | 0.00% | 39,026 | -3,523 | -8.28% | Feb 29, 2024 |
| Investment Managers Series Trust II | 0.00% | 22,037 | 3,756 | 20.55% | Mar 31, 2024 |
| MML SERIES INVESTMENT FUND | 0.00% | 15,585 | - | - | Dec 31, 2023 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 6,964 | -1,007 | -12.63% | Mar 31, 2024 |
| JPMORGAN INSURANCE TRUST | 0.00% | 16,173 | -727 | -4.30% | Mar 31, 2023 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 34,558 | -2,809 | -7.52% | Mar 31, 2024 |
| MFS VARIABLE INSURANCE TRUST III | 0.00% | 18,976 | - | - | Mar 31, 2024 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST | 0.00% | 4,644 | - | - | Mar 31, 2024 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 90,122 | 90 | 0.10% | Jan 31, 2024 |
| THRIVENT SERIES FUND INC | 0.00% | 101,600 | 30,026 | 41.95% | Mar 28, 2024 |
| FIDELITY COVINGTON TRUST | 0.00% | 16,848 | -240 | -1.40% | Jan 31, 2024 |
| Meeder Funds | 0.00% | 4,274 | - | - | Mar 31, 2024 |
| BNY MELLON FUNDS TRUST | 0.00% | 65,018 | -26,225 | -28.74% | Aug 31, 2023 |
| NORTHWESTERN MUTUAL SERIES FUND INC | 0.00% | 92,262 | - | - | Mar 31, 2024 |
| Voya PARTNERS INC | 0.00% | 69,100 | - | - | Mar 31, 2024 |
| STONE RIDGE TRUST | 0.00% | 20,092 | - | - | Jan 31, 2024 |
| TARGET PORTFOLIO TRUST | 0.00% | 15,400 | 11,000 | 250.00% | Jan 31, 2024 |
| PUTNAM ASSET ALLOCATION FUNDS | 0.00% | 21,930 | 1,839 | 9.15% | Mar 31, 2024 |
| VIRTUS ASSET TRUST | 0.00% | 17,290 | - | - | Mar 28, 2024 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 20,322 | -5,606 | -21.62% | Mar 31, 2024 |
| Dunham Funds | 0.00% | 41,400 | - | - | Jan 31, 2024 |
| THRIVENT MUTUAL FUNDS | 0.00% | 55,673 | 12,999 | 30.46% | Jan 31, 2024 |
| JPMorgan Trust I | 0.00% | 668,559 | - | - | Jan 31, 2024 |
| Global X Funds | 0.00% | 25,369 | - | - | Jan 31, 2024 |
| SCHWAB STRATEGIC TRUST | 0.00% | 315,471 | 11,233 | 3.69% | Feb 29, 2024 |
| Columbia Funds Variable Series Trust II | 0.00% | 17,128 | - | - | Mar 31, 2024 |
| MASTER INVESTMENT PORTFOLIO | 0.00% | 45,265 | 21,352 | 89.29% | Mar 31, 2024 |
| Virtus Strategy Trust | 0.00% | 10,353 | - | - | Mar 28, 2024 |
| PFM Multi-Manager Series Trust | 0.00% | 400 | - | - | Dec 31, 2023 |
| JOHN HANCOCK INVESTMENT TRUST | 0.00% | 41,010 | - | - | Mar 31, 2024 |
| Voya INVESTORS TRUST | 0.00% | 26,162 | -1,980 | -7.04% | Mar 31, 2024 |
| SEASONS SERIES TRUST | 0.00% | 9,748 | -387 | -3.82% | Mar 31, 2024 |
| VALIC Co I | 0.00% | 114,240 | 7,227 | 6.75% | Feb 29, 2024 |
| VANGUARD WORLD FUND | 0.00% | 94,069 | -4,048 | -4.13% | Feb 29, 2024 |
| VANGUARD QUANTITATIVE FUNDS | 0.00% | 1,700 | - | - | Mar 31, 2024 |
| Forethought Variable Insurance Trust | 0.00% | 1,449 | - | - | Mar 28, 2024 |
| Federated Hermes Global Allocation Fund | 0.00% | 3,144 | -1,400 | -30.81% | Feb 29, 2024 |
| STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 20,166 | 1,000 | 5.22% | Mar 31, 2024 |
| Direxion Shares ETF Trust | 0.00% | 46,575 | 2,768 | 6.32% | Jan 31, 2024 |
| FLEXSHARES TRUST | 0.00% | 22,742 | -548 | -2.35% | Jan 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 3,516 | 232 | 7.06% | Mar 31, 2024 |
| JPMORGAN TRUST II | 0.00% | 272,206 | - | - | Feb 29, 2024 |
| Invesco Exchange-Traded Self-Indexed Fund Trust | 0.00% | 53,398 | 2,175 | 4.25% | Feb 29, 2024 |
| NORTHERN LIGHTS FUND TRUST II | 0.00% | 2,595 | - | - | Mar 31, 2024 |
| SA FUNDS INVESTMENT TRUST | 0.00% | 3,576 | -2,950 | -45.20% | Mar 31, 2024 |
| T. Rowe Price Equity Series, Inc. | 0.00% | 347 | -1,360 | -79.67% | Mar 31, 2024 |
Heritage Commerce's largest mutual fund holder by % of total assets is "JOHN HANCOCK INVESTMENT TRUST II", owning 790.26K shares, compromising 1.86% of its total assets.
Heritage Commerce Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 57 | -66.67% |
| 31 Mar, 24 | 171 | 2.40% |
| 31 Dec, 23 | 167 | 12.84% |
| 30 Sep, 23 | 148 | -3.27% |
| 30 Jun, 23 | 153 | -7.83% |
| 31 Mar, 23 | 166 | 7.10% |
| 31 Dec, 22 | 155 | 8.39% |
| 30 Sep, 22 | 143 | - |
| 30 Jun, 22 | 143 | - |
| 31 Mar, 22 | 143 | 5.15% |
| 31 Dec, 21 | 136 | 10.57% |
| 30 Sep, 21 | 123 | -7.52% |
| 30 Jun, 21 | 133 | 7.26% |
| 31 Mar, 21 | 124 | 5.08% |
| 31 Dec, 20 | 118 | 0.85% |
| 30 Sep, 20 | 117 | - |
| 30 Jun, 20 | 117 | 0.86% |
| 31 Mar, 20 | 116 | -11.45% |
| 31 Dec, 19 | 131 | 1.55% |
| 30 Sep, 19 | 129 | 9.32% |
| 30 Jun, 19 | 118 | -2.48% |
| 31 Mar, 19 | 121 | -4.72% |
| 31 Dec, 18 | 127 | 10.43% |
| 30 Sep, 18 | 115 | -4.96% |
| 30 Jun, 18 | 121 | 0.83% |
| 31 Mar, 18 | 120 | 2.56% |
| 31 Dec, 17 | 117 | 13.59% |
| 30 Sep, 17 | 103 | -0.96% |
| 30 Jun, 17 | 104 | - |
| 31 Mar, 17 | 104 | -0.95% |
| 31 Dec, 16 | 105 | 3.96% |
| 30 Sep, 16 | 101 | 1.00% |
| 30 Jun, 16 | 100 | 11.11% |
| 31 Mar, 16 | 90 | - |
| 31 Dec, 15 | 90 | 11.11% |
| 30 Sep, 15 | 81 | 10.96% |
| 30 Jun, 15 | 73 | 15.87% |
| 31 Mar, 15 | 63 | 5.00% |
| 31 Dec, 14 | 60 | 3.45% |
| 30 Sep, 14 | 58 | -7.94% |
| 30 Jun, 14 | 63 | 5.00% |
| 31 Mar, 14 | 60 | 3.45% |
| 31 Dec, 13 | 58 | -7.94% |
| 30 Sep, 13 | 63 | 8.62% |
| 30 Jun, 13 | 58 | 141.67% |
| 31 Mar, 13 | 24 | -14.29% |
| 31 Dec, 12 | 28 | 3.70% |
| 30 Sep, 12 | 27 | 3.85% |
| 30 Jun, 12 | 26 | -3.70% |
| 31 Mar, 12 | 27 | 3.85% |
| 31 Dec, 11 | 26 | 8.33% |
| 30 Sep, 11 | 24 | - |
| 30 Jun, 11 | 24 | 140.00% |
| 31 Mar, 11 | 10 | - |
| 31 Dec, 10 | 10 | 11.11% |
| 30 Sep, 10 | 9 | -30.77% |
| 30 Jun, 10 | 13 | 62.50% |
| 31 Mar, 10 | 8 | 60.00% |
| 31 Dec, 09 | 5 | -37.50% |
| 30 Sep, 09 | 8 | -11.11% |
| 30 Jun, 09 | 9 | 12.50% |
| 31 Mar, 09 | 8 | -27.27% |
| 31 Dec, 08 | 11 | 10.00% |
| 30 Sep, 08 | 10 | 42.86% |
| 30 Jun, 08 | 7 | - |
| 31 Mar, 08 | 7 | -22.22% |
| 31 Dec, 07 | 9 | -35.71% |
| 30 Sep, 07 | 14 | -22.22% |
| 30 Jun, 07 | 18 | 28.57% |
| 31 Mar, 07 | 14 | -17.65% |
| 31 Dec, 06 | 17 | 30.77% |
| 30 Sep, 06 | 13 | 18.18% |
| 30 Jun, 06 | 11 | -21.43% |
| 31 Mar, 06 | 14 | 27.27% |
| 31 Dec, 05 | 11 | 10.00% |
| 30 Sep, 05 | 10 | - |
| 30 Jun, 05 | 10 | 25.00% |
| 31 Mar, 05 | 8 | 33.33% |
| 31 Dec, 04 | 6 | 20.00% |
| 30 Sep, 04 | 5 | 25.00% |
| 30 Jun, 04 | 4 | -33.33% |
| 31 Mar, 04 | 6 | 20.00% |
| 31 Dec, 03 | 5 | 25.00% |
| 30 Sep, 03 | 4 | - |
| 30 Jun, 03 | 4 | 100.00% |
| 31 Mar, 03 | 2 | - |
| 30 Sep, 02 | 1 | - |
| 30 Jun, 02 | 1 | - |
| 31 Mar, 02 | 1 | - |
| 31 Dec, 01 | 1 | - |
| 30 Sep, 01 | 1 | - |
| 30 Jun, 01 | 1 | - |
| 30 Sep, 99 | 1 | - |
| 30 Jun, 99 | 1 | - |
| 31 Mar, 99 | 1 | - |
As of 30 Jun 24, 57 institutions are holding Heritage Commerce's shares, representing a decrease of -66.67% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 9,882,455 | -78.30% |
| 31 Mar, 24 | 45,548,777 | 2.00% |
| 31 Dec, 23 | 44,654,147 | 0.77% |
| 30 Sep, 23 | 44,314,814 | -0.38% |
| 30 Jun, 23 | 44,483,233 | 1.00% |
| 31 Mar, 23 | 44,041,353 | -1.44% |
| 31 Dec, 22 | 44,685,250 | 0.73% |
| 30 Sep, 22 | 44,362,220 | 0.53% |
| 30 Jun, 22 | 44,126,303 | 0.88% |
| 31 Mar, 22 | 43,740,737 | 1.29% |
| 31 Dec, 21 | 43,181,719 | 1.01% |
| 30 Sep, 21 | 42,750,451 | -0.07% |
| 30 Jun, 21 | 42,780,654 | 0.27% |
| 31 Mar, 21 | 42,665,424 | 1.41% |
| 31 Dec, 20 | 42,073,303 | 2.65% |
| 30 Sep, 20 | 40,986,716 | -2.56% |
| 30 Jun, 20 | 42,065,128 | 0.44% |
| 31 Mar, 20 | 41,878,976 | 0.21% |
| 31 Dec, 19 | 41,792,091 | 19.78% |
| 30 Sep, 19 | 34,890,275 | 3.05% |
| 30 Jun, 19 | 33,857,624 | 4.85% |
| 31 Mar, 19 | 32,289,982 | 1.54% |
| 31 Dec, 18 | 31,799,781 | -1.06% |
| 30 Sep, 18 | 32,140,159 | 2.16% |
| 30 Jun, 18 | 31,461,681 | 13.28% |
| 31 Mar, 18 | 27,772,932 | 1.69% |
| 31 Dec, 17 | 27,311,784 | 2.21% |
| 30 Sep, 17 | 26,721,230 | 0.23% |
| 30 Jun, 17 | 26,660,752 | 1.91% |
| 31 Mar, 17 | 26,161,218 | 1.07% |
| 31 Dec, 16 | 25,883,607 | 1.60% |
| 30 Sep, 16 | 25,476,369 | 29.17% |
| 30 Jun, 16 | 19,722,955 | 1.61% |
| 31 Mar, 16 | 19,410,856 | 1.54% |
| 31 Dec, 15 | 19,116,062 | -18.07% |
| 30 Sep, 15 | 23,333,372 | 31.07% |
| 30 Jun, 15 | 17,801,934 | 2.89% |
| 31 Mar, 15 | 17,301,453 | 1.09% |
| 31 Dec, 14 | 17,114,904 | 3.17% |
| 30 Sep, 14 | 16,589,689 | -1.44% |
| 30 Jun, 14 | 16,831,742 | -2.28% |
| 31 Mar, 14 | 17,225,323 | -0.35% |
| 31 Dec, 13 | 17,286,496 | 0.54% |
| 30 Sep, 13 | 17,192,872 | 0.91% |
| 30 Jun, 13 | 17,037,214 | 72.35% |
| 31 Mar, 13 | 9,885,034 | -11.58% |
| 31 Dec, 12 | 11,179,099 | 6.04% |
| 30 Sep, 12 | 10,542,565 | 1.27% |
| 30 Jun, 12 | 10,409,912 | 14.43% |
| 31 Mar, 12 | 9,097,080 | -16.51% |
| 31 Dec, 11 | 10,895,760 | 25.62% |
| 30 Sep, 11 | 8,673,754 | -1.41% |
| 30 Jun, 11 | 8,797,779 | 57.63% |
| 31 Mar, 11 | 5,581,108 | -27.53% |
| 31 Dec, 10 | 7,701,529 | 18.23% |
| 30 Sep, 10 | 6,513,992 | 246.83% |
| 30 Jun, 10 | 1,878,164 | 91.44% |
| 31 Mar, 10 | 981,052 | 65.58% |
| 31 Dec, 09 | 592,486 | -22.94% |
| 30 Sep, 09 | 768,838 | -19.82% |
| 30 Jun, 09 | 958,893 | 4.68% |
| 31 Mar, 09 | 916,013 | -38.91% |
| 31 Dec, 08 | 1,499,398 | 56.52% |
| 30 Sep, 08 | 957,985 | 25.85% |
| 30 Jun, 08 | 761,186 | 281.21% |
| 31 Mar, 08 | 199,676 | -16.07% |
| 31 Dec, 07 | 237,919 | -49.28% |
| 30 Sep, 07 | 469,082 | -44.64% |
| 30 Jun, 07 | 847,258 | 58.28% |
| 31 Mar, 07 | 535,304 | -30.77% |
| 31 Dec, 06 | 773,271 | 11.62% |
| 30 Sep, 06 | 692,751 | 32.96% |
| 30 Jun, 06 | 521,019 | -23.11% |
| 31 Mar, 06 | 677,611 | -21.24% |
| 31 Dec, 05 | 860,327 | 123.09% |
| 30 Sep, 05 | 385,633 | 111.02% |
| 30 Jun, 05 | 182,748 | -1.23% |
| 31 Mar, 05 | 185,028 | -6.81% |
| 31 Dec, 04 | 198,539 | 39.04% |
| 30 Sep, 04 | 142,793 | 14.56% |
| 30 Jun, 04 | 124,643 | 2.69% |
| 31 Mar, 04 | 121,378 | 47.83% |
| 31 Dec, 03 | 82,107 | 19.07% |
| 30 Sep, 03 | 68,957 | 23.53% |
| 30 Jun, 03 | 55,823 | 17.79% |
| 31 Mar, 03 | 47,392 | - |
| 30 Sep, 02 | 30,300 | 112.01% |
| 30 Jun, 02 | 14,292 | - |
| 31 Mar, 02 | 14,292 | - |
| 31 Dec, 01 | 14,292 | - |
| 30 Sep, 01 | 14,292 | - |
| 30 Jun, 01 | 14,292 | - |
| 30 Sep, 99 | 1,565 | 14.65% |
| 30 Jun, 99 | 1,365 | - |
| 31 Mar, 99 | 1,365 | - |
Heritage Commerce (HTBK) has 9.88M shares outstanding as of 30 Jun 24, down -78.30% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 16.15% | 0.29% |
| 31 Mar, 24 | 74.44% | 1.39% |
| 31 Dec, 23 | 73.16% | 1.39% |
| 30 Sep, 23 | 72.54% | 1.37% |
| 30 Jun, 23 | 72.88% | 1.39% |
| 31 Mar, 23 | 72.31% | 1.33% |
| 31 Dec, 22 | 73.73% | 1.38% |
| 30 Sep, 22 | 73.10% | 1.38% |
| 30 Jun, 22 | 72.89% | 1.39% |
| 31 Mar, 22 | 72.43% | 1.41% |
| 31 Dec, 21 | 71.61% | 1.42% |
| 30 Sep, 21 | 70.99% | 1.40% |
| 30 Jun, 21 | 71.20% | 1.40% |
| 31 Mar, 21 | 71.20% | 1.42% |
| 31 Dec, 20 | 70.74% | 1.50% |
| 30 Sep, 20 | 68.78% | 1.37% |
| 30 Jun, 20 | 70.79% | 1.42% |
| 31 Mar, 20 | 70.64% | 1.32% |
| 31 Dec, 19 | 73.10% | 1.12% |
| 30 Sep, 19 | 80.65% | 1.31% |
| 30 Jun, 19 | 78.37% | 1.40% |
| 31 Mar, 19 | 74.90% | 1.27% |
| 31 Dec, 18 | 76.68% | 1.39% |
| 30 Sep, 18 | 74.35% | 1.32% |
| 30 Jun, 18 | 75.04% | 1.42% |
| 31 Mar, 18 | 72.63% | 1.42% |
| 31 Dec, 17 | 71.50% | 1.46% |
| 30 Sep, 17 | 70.04% | 1.43% |
| 30 Jun, 17 | 70.03% | 1.47% |
| 31 Mar, 17 | 68.92% | 1.18% |
| 31 Dec, 16 | 76.28% | 1.31% |
| 30 Sep, 16 | 76.28% | 2.04% |
| 30 Jun, 16 | 61.17% | 1.68% |
| 31 Mar, 16 | 60.42% | 1.35% |
| 31 Dec, 15 | 66.92% | 1.04% |
| 30 Sep, 15 | 80.25% | 1.79% |
| 30 Jun, 15 | 66.99% | 1.57% |
| 31 Mar, 15 | 65.26% | 1.55% |
| 31 Dec, 14 | 64.85% | 1.64% |
| 30 Sep, 14 | 62.91% | 1.54% |
| 30 Jun, 14 | 63.83% | 1.49% |
| 31 Mar, 14 | 65.35% | 2.25% |
| 31 Dec, 13 | 53.93% | 1.86% |
| 30 Sep, 13 | 53.83% | 1.79% |
| 30 Jun, 13 | 54.90% | 3.89% |
| 31 Mar, 13 | 37.54% | 2.08% |
| 31 Dec, 12 | 42.47% | 2.65% |
| 30 Sep, 12 | 40.07% | 3.76% |
| 30 Jun, 12 | 32.64% | 3.31% |
| 31 Mar, 12 | 31.41% | 1.83% |
| 31 Dec, 11 | 41.44% | 3.81% |
| 30 Sep, 11 | 32.99% | 4.34% |
| 30 Jun, 11 | 27.58% | 9.55% |
| 31 Mar, 11 | 17.00% | 3.09% |
| 31 Dec, 10 | 23.46% | 3.80% |
| 30 Sep, 10 | 24.83% | 48.44% |
| 30 Jun, 10 | 7.16% | 51.19% |
| 31 Mar, 10 | 3.74% | 73.31% |
| 31 Dec, 09 | 2.26% | 26.29% |
| 30 Sep, 09 | 2.93% | 21.94% |
| 30 Jun, 09 | 3.66% | 29.98% |
| 31 Mar, 09 | 3.49% | 2.83% |
| 31 Dec, 08 | 11.11% | 22.06% |
| 30 Sep, 08 | 7.10% | 22.32% |
| 30 Jun, 08 | 5.64% | 257.73% |
| 31 Mar, 08 | 1.48% | 47.62% |
| 31 Dec, 07 | 1.76% | 14.60% |
| 30 Sep, 07 | 3.47% | 6.75% |
| 30 Jun, 07 | 7.17% | 33.24% |
| 31 Mar, 07 | 4.65% | 10.72% |
| 31 Dec, 06 | 6.58% | 18.98% |
| 30 Sep, 06 | 5.89% | 31.07% |
| 30 Jun, 06 | 4.35% | 13.26% |
| 31 Mar, 06 | 5.73% | 10.51% |
| 31 Dec, 05 | 7.38% | 67.41% |
| 30 Sep, 05 | 3.31% | 141.00% |
| 30 Jun, 05 | 1.53% | 59.54% |
| 31 Mar, 05 | 1.60% | 54.89% |
| 31 Dec, 04 | 1.71% | 118.58% |
| 30 Sep, 04 | 1.20% | 93.28% |
| 30 Jun, 04 | 1.13% | 103.52% |
| 31 Mar, 04 | 1.05% | 193.06% |
| 31 Dec, 03 | 0.74% | 201.67% |
| 30 Sep, 03 | 0.60% | 234.88% |
| 30 Jun, 03 | 0.51% | 290.73% |
| 31 Mar, 03 | 0.42% | - |
| 30 Sep, 02 | 0.27% | 1647.93% |
| 30 Jun, 02 | 0.13% | 733.89% |
| 31 Mar, 02 | 0.13% | 739.57% |
| 31 Dec, 01 | 0.13% | 850.24% |
| 30 Sep, 01 | 0.13% | 756.13% |
| 30 Jun, 01 | 0.13% | - |
| 30 Sep, 99 | 0.02% | 5144.62% |
| 30 Jun, 99 | 0.02% | 4555.07% |
| 31 Mar, 99 | 0.02% | - |
As of 30 Jun 24, Heritage Commerce is held by 16.15% institutional shareholders, representing a 0.29% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 39 | -56.18% |
| 31 Mar, 24 | 89 | -10.10% |
| 31 Dec, 23 | 99 | 43.48% |
| 30 Sep, 23 | 69 | -16.87% |
| 30 Jun, 23 | 83 | -7.78% |
| 31 Mar, 23 | 90 | 18.42% |
| 31 Dec, 22 | 76 | 20.63% |
| 30 Sep, 22 | 63 | 16.67% |
| 30 Jun, 22 | 54 | -14.29% |
| 31 Mar, 22 | 63 | -4.55% |
| 31 Dec, 21 | 66 | 15.79% |
| 30 Sep, 21 | 57 | -5.00% |
| 30 Jun, 21 | 60 | 1.69% |
| 31 Mar, 21 | 59 | -1.67% |
| 31 Dec, 20 | 60 | 3.45% |
| 30 Sep, 20 | 58 | -4.92% |
| 30 Jun, 20 | 61 | 12.96% |
| 31 Mar, 20 | 54 | -36.47% |
| 31 Dec, 19 | 85 | 23.19% |
| 30 Sep, 19 | 69 | 23.21% |
| 30 Jun, 19 | 56 | 9.80% |
| 31 Mar, 19 | 51 | -20.31% |
| 31 Dec, 18 | 64 | 10.34% |
| 30 Sep, 18 | 58 | -23.68% |
| 30 Jun, 18 | 76 | 26.67% |
| 31 Mar, 18 | 60 | -1.64% |
| 31 Dec, 17 | 61 | 32.61% |
| 30 Sep, 17 | 46 | -26.98% |
| 30 Jun, 17 | 63 | 40.00% |
| 31 Mar, 17 | 45 | -26.23% |
| 31 Dec, 16 | 61 | 29.79% |
| 30 Sep, 16 | 47 | -4.08% |
| 30 Jun, 16 | 49 | 28.95% |
| 31 Mar, 16 | 38 | -20.83% |
| 31 Dec, 15 | 48 | 9.09% |
| 30 Sep, 15 | 44 | 7.32% |
| 30 Jun, 15 | 41 | 41.38% |
| 31 Mar, 15 | 29 | 11.54% |
| 31 Dec, 14 | 26 | 13.04% |
| 30 Sep, 14 | 23 | -14.81% |
| 30 Jun, 14 | 27 | -10.00% |
| 31 Mar, 14 | 30 | 15.38% |
| 31 Dec, 13 | 26 | -16.13% |
| 30 Sep, 13 | 31 | -31.11% |
| 30 Jun, 13 | 45 | 309.09% |
| 31 Mar, 13 | 11 | 10.00% |
| 31 Dec, 12 | 10 | -41.18% |
| 30 Sep, 12 | 17 | 6.25% |
| 30 Jun, 12 | 16 | - |
| 31 Mar, 12 | 16 | 6.67% |
| 31 Dec, 11 | 15 | 66.67% |
| 30 Sep, 11 | 9 | -57.14% |
| 30 Jun, 11 | 21 | 950.00% |
| 31 Mar, 11 | 2 | -50.00% |
| 31 Dec, 10 | 4 | -20.00% |
| 30 Sep, 10 | 5 | -37.50% |
| 30 Jun, 10 | 8 | 60.00% |
| 31 Mar, 10 | 5 | 66.67% |
| 31 Dec, 09 | 3 | -40.00% |
| 30 Sep, 09 | 5 | -16.67% |
| 30 Jun, 09 | 6 | 100.00% |
| 31 Mar, 09 | 3 | -40.00% |
| 31 Dec, 08 | 5 | 25.00% |
| 30 Sep, 08 | 4 | -20.00% |
| 30 Jun, 08 | 5 | 66.67% |
| 31 Mar, 08 | 3 | -40.00% |
| 31 Dec, 07 | 5 | -16.67% |
| 30 Sep, 07 | 6 | -14.29% |
| 30 Jun, 07 | 7 | 16.67% |
| 31 Mar, 07 | 6 | -25.00% |
| 31 Dec, 06 | 8 | 60.00% |
| 30 Sep, 06 | 5 | -16.67% |
| 30 Jun, 06 | 6 | -25.00% |
| 31 Mar, 06 | 8 | -11.11% |
| 31 Dec, 05 | 9 | 50.00% |
| 30 Sep, 05 | 6 | -14.29% |
| 30 Jun, 05 | 7 | 40.00% |
| 31 Mar, 05 | 5 | 25.00% |
| 31 Dec, 04 | 4 | 100.00% |
| 30 Sep, 04 | 2 | -33.33% |
| 30 Jun, 04 | 3 | -25.00% |
| 31 Mar, 04 | 4 | 33.33% |
| 31 Dec, 03 | 3 | - |
| 30 Sep, 03 | 3 | -25.00% |
| 30 Jun, 03 | 4 | 100.00% |
| 31 Mar, 03 | 2 | - |
| 30 Sep, 02 | 1 | - |
| 30 Jun, 02 | - | - |
| 31 Mar, 02 | - | - |
| 31 Dec, 01 | - | - |
| 30 Sep, 01 | - | -100.00% |
| 30 Jun, 01 | 1 | - |
| 30 Sep, 99 | 1 | - |
| 30 Jun, 99 | - | -100.00% |
| 31 Mar, 99 | 1 | - |
39 institutional shareholders have increased their position in HTBK stock as of 30 Jun 24 compared to 89 in the previous quarter (a -56.18% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 11 | -80.70% |
| 31 Mar, 24 | 57 | 29.55% |
| 31 Dec, 23 | 44 | -8.33% |
| 30 Sep, 23 | 48 | 4.35% |
| 30 Jun, 23 | 46 | - |
| 31 Mar, 23 | 46 | -8.00% |
| 31 Dec, 22 | 50 | 8.70% |
| 30 Sep, 22 | 46 | -16.36% |
| 30 Jun, 22 | 55 | 5.77% |
| 31 Mar, 22 | 52 | 36.84% |
| 31 Dec, 21 | 38 | 8.57% |
| 30 Sep, 21 | 35 | -27.08% |
| 30 Jun, 21 | 48 | 29.73% |
| 31 Mar, 21 | 37 | 12.12% |
| 31 Dec, 20 | 33 | -8.33% |
| 30 Sep, 20 | 36 | -5.26% |
| 30 Jun, 20 | 38 | -7.32% |
| 31 Mar, 20 | 41 | 70.83% |
| 31 Dec, 19 | 24 | -14.29% |
| 30 Sep, 19 | 28 | -22.22% |
| 30 Jun, 19 | 36 | -23.40% |
| 31 Mar, 19 | 47 | 14.63% |
| 31 Dec, 18 | 41 | 20.59% |
| 30 Sep, 18 | 34 | 30.77% |
| 30 Jun, 18 | 26 | -29.73% |
| 31 Mar, 18 | 37 | 2.78% |
| 31 Dec, 17 | 36 | 16.13% |
| 30 Sep, 17 | 31 | 14.81% |
| 30 Jun, 17 | 27 | -30.77% |
| 31 Mar, 17 | 39 | 39.29% |
| 31 Dec, 16 | 28 | 12.00% |
| 30 Sep, 16 | 25 | -7.41% |
| 30 Jun, 16 | 27 | 3.85% |
| 31 Mar, 16 | 26 | 23.81% |
| 31 Dec, 15 | 21 | -4.55% |
| 30 Sep, 15 | 22 | 10.00% |
| 30 Jun, 15 | 20 | 11.11% |
| 31 Mar, 15 | 18 | -14.29% |
| 31 Dec, 14 | 21 | 16.67% |
| 30 Sep, 14 | 18 | -25.00% |
| 30 Jun, 14 | 24 | 118.18% |
| 31 Mar, 14 | 11 | -47.62% |
| 31 Dec, 13 | 21 | -12.50% |
| 30 Sep, 13 | 24 | 242.86% |
| 30 Jun, 13 | 7 | 40.00% |
| 31 Mar, 13 | 5 | -54.55% |
| 31 Dec, 12 | 11 | 120.00% |
| 30 Sep, 12 | 5 | -16.67% |
| 30 Jun, 12 | 6 | 50.00% |
| 31 Mar, 12 | 4 | -20.00% |
| 31 Dec, 11 | 5 | -44.44% |
| 30 Sep, 11 | 9 | 800.00% |
| 30 Jun, 11 | 1 | -66.67% |
| 31 Mar, 11 | 3 | 50.00% |
| 31 Dec, 10 | 2 | - |
| 30 Sep, 10 | 2 | 100.00% |
| 30 Jun, 10 | 1 | -50.00% |
| 31 Mar, 10 | 2 | - |
| 31 Dec, 09 | - | -100.00% |
| 30 Sep, 09 | 1 | -50.00% |
| 30 Jun, 09 | 2 | - |
| 31 Mar, 09 | 2 | - |
| 31 Dec, 08 | 2 | 100.00% |
| 30 Sep, 08 | 1 | - |
| 30 Jun, 08 | - | -100.00% |
| 31 Mar, 08 | 1 | - |
| 31 Dec, 07 | 1 | -80.00% |
| 30 Sep, 07 | 5 | 25.00% |
| 30 Jun, 07 | 4 | 300.00% |
| 31 Mar, 07 | 1 | -80.00% |
| 31 Dec, 06 | 5 | 66.67% |
| 30 Sep, 06 | 3 | 50.00% |
| 30 Jun, 06 | 2 | -33.33% |
| 31 Mar, 06 | 3 | 200.00% |
| 31 Dec, 05 | 1 | - |
| 30 Sep, 05 | - | -100.00% |
| 30 Jun, 05 | 3 | 200.00% |
| 31 Mar, 05 | 1 | - |
| 31 Dec, 04 | 1 | -50.00% |
| 30 Sep, 04 | 2 | - |
| 30 Jun, 04 | - | - |
| 31 Mar, 04 | - | -100.00% |
| 31 Dec, 03 | 1 | - |
| 30 Sep, 03 | - | - |
| 30 Jun, 03 | - | - |
| 31 Mar, 03 | - | - |
| 30 Sep, 02 | - | - |
| 30 Jun, 02 | - | - |
| 31 Mar, 02 | - | - |
| 31 Dec, 01 | - | - |
| 30 Sep, 01 | - | - |
| 30 Jun, 01 | - | - |
| 30 Sep, 99 | - | - |
| 30 Jun, 99 | - | - |
| 31 Mar, 99 | - | - |
11 institutional shareholders have reduced their position in HTBK stock as of 30 Jun 24 compared to 57 in the previous quarter (a -80.70% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 57 | -66.67% | 9,882,455 | -78.30% | 16.15% | 0.29% | 39 | -56.18% | 11 | -80.70% |
| 31 Mar, 24 | 171 | 2.40% | 45,548,777 | 2.00% | 74.44% | 1.39% | 89 | -10.10% | 57 | 29.55% |
| 31 Dec, 23 | 167 | 12.84% | 44,654,147 | 0.77% | 73.16% | 1.39% | 99 | 43.48% | 44 | -8.33% |
| 30 Sep, 23 | 148 | -3.27% | 44,314,814 | -0.38% | 72.54% | 1.37% | 69 | -16.87% | 48 | 4.35% |
| 30 Jun, 23 | 153 | -7.83% | 44,483,233 | 1.00% | 72.88% | 1.39% | 83 | -7.78% | 46 | - |
| 31 Mar, 23 | 166 | 7.10% | 44,041,353 | -1.44% | 72.31% | 1.33% | 90 | 18.42% | 46 | -8.00% |
| 31 Dec, 22 | 155 | 8.39% | 44,685,250 | 0.73% | 73.73% | 1.38% | 76 | 20.63% | 50 | 8.70% |
| 30 Sep, 22 | 143 | - | 44,362,220 | 0.53% | 73.10% | 1.38% | 63 | 16.67% | 46 | -16.36% |
| 30 Jun, 22 | 143 | - | 44,126,303 | 0.88% | 72.89% | 1.39% | 54 | -14.29% | 55 | 5.77% |
| 31 Mar, 22 | 143 | 5.15% | 43,740,737 | 1.29% | 72.43% | 1.41% | 63 | -4.55% | 52 | 36.84% |
| 31 Dec, 21 | 136 | 10.57% | 43,181,719 | 1.01% | 71.61% | 1.42% | 66 | 15.79% | 38 | 8.57% |
| 30 Sep, 21 | 123 | -7.52% | 42,750,451 | -0.07% | 70.99% | 1.40% | 57 | -5.00% | 35 | -27.08% |
| 30 Jun, 21 | 133 | 7.26% | 42,780,654 | 0.27% | 71.20% | 1.40% | 60 | 1.69% | 48 | 29.73% |
| 31 Mar, 21 | 124 | 5.08% | 42,665,424 | 1.41% | 71.20% | 1.42% | 59 | -1.67% | 37 | 12.12% |
| 31 Dec, 20 | 118 | 0.85% | 42,073,303 | 2.65% | 70.74% | 1.50% | 60 | 3.45% | 33 | -8.33% |
| 30 Sep, 20 | 117 | - | 40,986,716 | -2.56% | 68.78% | 1.37% | 58 | -4.92% | 36 | -5.26% |
| 30 Jun, 20 | 117 | 0.86% | 42,065,128 | 0.44% | 70.79% | 1.42% | 61 | 12.96% | 38 | -7.32% |
| 31 Mar, 20 | 116 | -11.45% | 41,878,976 | 0.21% | 70.64% | 1.32% | 54 | -36.47% | 41 | 70.83% |
| 31 Dec, 19 | 131 | 1.55% | 41,792,091 | 19.78% | 73.10% | 1.12% | 85 | 23.19% | 24 | -14.29% |
| 30 Sep, 19 | 129 | 9.32% | 34,890,275 | 3.05% | 80.65% | 1.31% | 69 | 23.21% | 28 | -22.22% |
| 30 Jun, 19 | 118 | -2.48% | 33,857,624 | 4.85% | 78.37% | 1.40% | 56 | 9.80% | 36 | -23.40% |
| 31 Mar, 19 | 121 | -4.72% | 32,289,982 | 1.54% | 74.90% | 1.27% | 51 | -20.31% | 47 | 14.63% |
| 31 Dec, 18 | 127 | 10.43% | 31,799,781 | -1.06% | 76.68% | 1.39% | 64 | 10.34% | 41 | 20.59% |
| 30 Sep, 18 | 115 | -4.96% | 32,140,159 | 2.16% | 74.35% | 1.32% | 58 | -23.68% | 34 | 30.77% |
| 30 Jun, 18 | 121 | 0.83% | 31,461,681 | 13.28% | 75.04% | 1.42% | 76 | 26.67% | 26 | -29.73% |
| 31 Mar, 18 | 120 | 2.56% | 27,772,932 | 1.69% | 72.63% | 1.42% | 60 | -1.64% | 37 | 2.78% |
| 31 Dec, 17 | 117 | 13.59% | 27,311,784 | 2.21% | 71.50% | 1.46% | 61 | 32.61% | 36 | 16.13% |
| 30 Sep, 17 | 103 | -0.96% | 26,721,230 | 0.23% | 70.04% | 1.43% | 46 | -26.98% | 31 | 14.81% |
| 30 Jun, 17 | 104 | - | 26,660,752 | 1.91% | 70.03% | 1.47% | 63 | 40.00% | 27 | -30.77% |
| 31 Mar, 17 | 104 | -0.95% | 26,161,218 | 1.07% | 68.92% | 1.18% | 45 | -26.23% | 39 | 39.29% |
| 31 Dec, 16 | 105 | 3.96% | 25,883,607 | 1.60% | 76.28% | 1.31% | 61 | 29.79% | 28 | 12.00% |
| 30 Sep, 16 | 101 | 1.00% | 25,476,369 | 29.17% | 76.28% | 2.04% | 47 | -4.08% | 25 | -7.41% |
| 30 Jun, 16 | 100 | 11.11% | 19,722,955 | 1.61% | 61.17% | 1.68% | 49 | 28.95% | 27 | 3.85% |
| 31 Mar, 16 | 90 | - | 19,410,856 | 1.54% | 60.42% | 1.35% | 38 | -20.83% | 26 | 23.81% |
| 31 Dec, 15 | 90 | 11.11% | 19,116,062 | -18.07% | 66.92% | 1.04% | 48 | 9.09% | 21 | -4.55% |
| 30 Sep, 15 | 81 | 10.96% | 23,333,372 | 31.07% | 80.25% | 1.79% | 44 | 7.32% | 22 | 10.00% |
| 30 Jun, 15 | 73 | 15.87% | 17,801,934 | 2.89% | 66.99% | 1.57% | 41 | 41.38% | 20 | 11.11% |
| 31 Mar, 15 | 63 | 5.00% | 17,301,453 | 1.09% | 65.26% | 1.55% | 29 | 11.54% | 18 | -14.29% |
| 31 Dec, 14 | 60 | 3.45% | 17,114,904 | 3.17% | 64.85% | 1.64% | 26 | 13.04% | 21 | 16.67% |
| 30 Sep, 14 | 58 | -7.94% | 16,589,689 | -1.44% | 62.91% | 1.54% | 23 | -14.81% | 18 | -25.00% |
| 30 Jun, 14 | 63 | 5.00% | 16,831,742 | -2.28% | 63.83% | 1.49% | 27 | -10.00% | 24 | 118.18% |
| 31 Mar, 14 | 60 | 3.45% | 17,225,323 | -0.35% | 65.35% | 2.25% | 30 | 15.38% | 11 | -47.62% |
| 31 Dec, 13 | 58 | -7.94% | 17,286,496 | 0.54% | 53.93% | 1.86% | 26 | -16.13% | 21 | -12.50% |
| 30 Sep, 13 | 63 | 8.62% | 17,192,872 | 0.91% | 53.83% | 1.79% | 31 | -31.11% | 24 | 242.86% |
| 30 Jun, 13 | 58 | 141.67% | 17,037,214 | 72.35% | 54.90% | 3.89% | 45 | 309.09% | 7 | 40.00% |
| 31 Mar, 13 | 24 | -14.29% | 9,885,034 | -11.58% | 37.54% | 2.08% | 11 | 10.00% | 5 | -54.55% |
| 31 Dec, 12 | 28 | 3.70% | 11,179,099 | 6.04% | 42.47% | 2.65% | 10 | -41.18% | 11 | 120.00% |
| 30 Sep, 12 | 27 | 3.85% | 10,542,565 | 1.27% | 40.07% | 3.76% | 17 | 6.25% | 5 | -16.67% |
| 30 Jun, 12 | 26 | -3.70% | 10,409,912 | 14.43% | 32.64% | 3.31% | 16 | - | 6 | 50.00% |
| 31 Mar, 12 | 27 | 3.85% | 9,097,080 | -16.51% | 31.41% | 1.83% | 16 | 6.67% | 4 | -20.00% |
| 31 Dec, 11 | 26 | 8.33% | 10,895,760 | 25.62% | 41.44% | 3.81% | 15 | 66.67% | 5 | -44.44% |
| 30 Sep, 11 | 24 | - | 8,673,754 | -1.41% | 32.99% | 4.34% | 9 | -57.14% | 9 | 800.00% |
| 30 Jun, 11 | 24 | 140.00% | 8,797,779 | 57.63% | 27.58% | 9.55% | 21 | 950.00% | 1 | -66.67% |
| 31 Mar, 11 | 10 | - | 5,581,108 | -27.53% | 17.00% | 3.09% | 2 | -50.00% | 3 | 50.00% |
| 31 Dec, 10 | 10 | 11.11% | 7,701,529 | 18.23% | 23.46% | 3.80% | 4 | -20.00% | 2 | - |
| 30 Sep, 10 | 9 | -30.77% | 6,513,992 | 246.83% | 24.83% | 48.44% | 5 | -37.50% | 2 | 100.00% |
| 30 Jun, 10 | 13 | 62.50% | 1,878,164 | 91.44% | 7.16% | 51.19% | 8 | 60.00% | 1 | -50.00% |
| 31 Mar, 10 | 8 | 60.00% | 981,052 | 65.58% | 3.74% | 73.31% | 5 | 66.67% | 2 | - |
| 31 Dec, 09 | 5 | -37.50% | 592,486 | -22.94% | 2.26% | 26.29% | 3 | -40.00% | - | -100.00% |
| 30 Sep, 09 | 8 | -11.11% | 768,838 | -19.82% | 2.93% | 21.94% | 5 | -16.67% | 1 | -50.00% |
| 30 Jun, 09 | 9 | 12.50% | 958,893 | 4.68% | 3.66% | 29.98% | 6 | 100.00% | 2 | - |
| 31 Mar, 09 | 8 | -27.27% | 916,013 | -38.91% | 3.49% | 2.83% | 3 | -40.00% | 2 | - |
| 31 Dec, 08 | 11 | 10.00% | 1,499,398 | 56.52% | 11.11% | 22.06% | 5 | 25.00% | 2 | 100.00% |
| 30 Sep, 08 | 10 | 42.86% | 957,985 | 25.85% | 7.10% | 22.32% | 4 | -20.00% | 1 | - |
| 30 Jun, 08 | 7 | - | 761,186 | 281.21% | 5.64% | 257.73% | 5 | 66.67% | - | -100.00% |
| 31 Mar, 08 | 7 | -22.22% | 199,676 | -16.07% | 1.48% | 47.62% | 3 | -40.00% | 1 | - |
| 31 Dec, 07 | 9 | -35.71% | 237,919 | -49.28% | 1.76% | 14.60% | 5 | -16.67% | 1 | -80.00% |
| 30 Sep, 07 | 14 | -22.22% | 469,082 | -44.64% | 3.47% | 6.75% | 6 | -14.29% | 5 | 25.00% |
| 30 Jun, 07 | 18 | 28.57% | 847,258 | 58.28% | 7.17% | 33.24% | 7 | 16.67% | 4 | 300.00% |
| 31 Mar, 07 | 14 | -17.65% | 535,304 | -30.77% | 4.65% | 10.72% | 6 | -25.00% | 1 | -80.00% |
| 31 Dec, 06 | 17 | 30.77% | 773,271 | 11.62% | 6.58% | 18.98% | 8 | 60.00% | 5 | 66.67% |
| 30 Sep, 06 | 13 | 18.18% | 692,751 | 32.96% | 5.89% | 31.07% | 5 | -16.67% | 3 | 50.00% |
| 30 Jun, 06 | 11 | -21.43% | 521,019 | -23.11% | 4.35% | 13.26% | 6 | -25.00% | 2 | -33.33% |
| 31 Mar, 06 | 14 | 27.27% | 677,611 | -21.24% | 5.73% | 10.51% | 8 | -11.11% | 3 | 200.00% |
| 31 Dec, 05 | 11 | 10.00% | 860,327 | 123.09% | 7.38% | 67.41% | 9 | 50.00% | 1 | - |
| 30 Sep, 05 | 10 | - | 385,633 | 111.02% | 3.31% | 141.00% | 6 | -14.29% | - | -100.00% |
| 30 Jun, 05 | 10 | 25.00% | 182,748 | -1.23% | 1.53% | 59.54% | 7 | 40.00% | 3 | 200.00% |
| 31 Mar, 05 | 8 | 33.33% | 185,028 | -6.81% | 1.60% | 54.89% | 5 | 25.00% | 1 | - |
| 31 Dec, 04 | 6 | 20.00% | 198,539 | 39.04% | 1.71% | 118.58% | 4 | 100.00% | 1 | -50.00% |
| 30 Sep, 04 | 5 | 25.00% | 142,793 | 14.56% | 1.20% | 93.28% | 2 | -33.33% | 2 | - |
| 30 Jun, 04 | 4 | -33.33% | 124,643 | 2.69% | 1.13% | 103.52% | 3 | -25.00% | - | - |
| 31 Mar, 04 | 6 | 20.00% | 121,378 | 47.83% | 1.05% | 193.06% | 4 | 33.33% | - | -100.00% |
| 31 Dec, 03 | 5 | 25.00% | 82,107 | 19.07% | 0.74% | 201.67% | 3 | - | 1 | - |
| 30 Sep, 03 | 4 | - | 68,957 | 23.53% | 0.60% | 234.88% | 3 | -25.00% | - | - |
| 30 Jun, 03 | 4 | 100.00% | 55,823 | 17.79% | 0.51% | 290.73% | 4 | 100.00% | - | - |
| 31 Mar, 03 | 2 | - | 47,392 | - | 0.42% | - | 2 | - | - | - |
| 30 Sep, 02 | 1 | - | 30,300 | 112.01% | 0.27% | 1647.93% | 1 | - | - | - |
| 30 Jun, 02 | 1 | - | 14,292 | - | 0.13% | 733.89% | - | - | - | - |
| 31 Mar, 02 | 1 | - | 14,292 | - | 0.13% | 739.57% | - | - | - | - |
| 31 Dec, 01 | 1 | - | 14,292 | - | 0.13% | 850.24% | - | - | - | - |
| 30 Sep, 01 | 1 | - | 14,292 | - | 0.13% | 756.13% | - | -100.00% | - | - |
| 30 Jun, 01 | 1 | - | 14,292 | - | 0.13% | - | 1 | - | - | - |
| 30 Sep, 99 | 1 | - | 1,565 | 14.65% | 0.02% | 5144.62% | 1 | - | - | - |
| 30 Jun, 99 | 1 | - | 1,365 | - | 0.02% | 4555.07% | - | -100.00% | - | - |
| 31 Mar, 99 | 1 | - | 1,365 | - | 0.02% | - | 1 | - | - | - |
Heritage Commerce Insider Shareholders Trades
Open Market Insider Trades
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Heritage Commerce's stock was made by CABRAL BRUCE H on May 08 2024, selling 2,470 shares at $4.55 per share (valued at $11.24K).
Heritage Commerce Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | 11 | 7 | 157.14% |
| Q1 2024 | 21 | 3 | 700.00% |
| Q4 2023 | 1 | 3 | 33.33% |
| Q3 2023 | - | 1 | - |
| Q2 2023 | 27 | 6 | 450.00% |
| Q1 2023 | 5 | 5 | 100.00% |
| Q4 2022 | 7 | 5 | 140.00% |
| Q3 2022 | 1 | 2 | 50.00% |
| Q2 2022 | 18 | 7 | 257.14% |
| Q1 2022 | 7 | 8 | 87.50% |
| Q4 2021 | 6 | 8 | 75.00% |
| Q3 2021 | 2 | 3 | 66.67% |
| Q2 2021 | 18 | 4 | 450.00% |
| Q1 2021 | 3 | 4 | 75.00% |
| Q4 2020 | 2 | 3 | 66.67% |
| Q3 2020 | 9 | 10 | 90.00% |
| Q2 2020 | 19 | 5 | 380.00% |
| Q1 2020 | 11 | 1 | 1100.00% |
| Q4 2019 | 45 | 1 | 4500.00% |
| Q2 2019 | 23 | 2 | 1150.00% |
11 total buy trades, and 7 total sell trades (buy/sell ratio of 1.57%) were made by Heritage Commerce's insiders, as of Q2 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | - | - | - |
| Q1 2024 | - | 1 | - |
| Q4 2023 | - | - | - |
| Q3 2023 | - | - | - |
| Q2 2023 | 2 | - | - |
| Q1 2023 | 2 | 2 | 100.00% |
| Q4 2022 | 4 | 1 | 400.00% |
| Q3 2022 | - | 1 | - |
| Q2 2022 | - | 1 | - |
| Q1 2022 | 2 | 2 | 100.00% |
| Q4 2021 | 4 | 5 | 80.00% |
| Q3 2021 | - | - | - |
| Q2 2021 | - | 1 | - |
| Q1 2021 | - | 1 | - |
| Q4 2020 | 1 | 1 | 100.00% |
| Q3 2020 | - | 1 | - |
| Q2 2020 | - | 2 | - |
| Q1 2020 | 11 | 1 | 1100.00% |
| Q4 2019 | 3 | - | - |
| Q2 2019 | 9 | 1 | 900.00% |
As of Q2 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Heritage Commerce's stocks.
Heritage Commerce Peer Ownership
| Ticker | Company |
|---|---|
| OFED | Oconee Federal Financial Corp. |
| HBCP | Home Bancorp, Inc. |
| CIVB | Civista Bancshares, Inc. |
| FCAP | First Capital, Inc. |
| CWBC | Community West Bancshares |
| FFNW | First Financial Northwest, Inc. |
| HMNF | HMN Financial, Inc. |
| HVBC | HV Bancorp, Inc. |
| HFBL | Home Federal Bancorp, Inc. of Louisiana |
| FNWB | First Northwest Bancorp |
| CBFV | CB Financial Services, Inc. |
HTBK Ownership FAQ
Who Owns Heritage Commerce?
Heritage Commerce is owned by institutional shareholders (16.15%), insiders (4.02%), and public (79.83%). The largest institutional shareholder of Heritage Commerce is BLACKROCK INC. (13.53% of total shares) and the top mutual fund owner is JOHN HANCOCK INVESTMENT TRUST II (1.86% of total shares).
Who are the major institutional shareholders of Heritage Commerce?
Heritage Commerce's major institutional shareholders are BLACKROCK INC., FJ CAPITAL MANAGEMENT LLC, VANGUARD GROUP INC, DIMENSIONAL FUND ADVISORS LP, and JPMORGAN CHASE & CO. The top five shareholders own together 37.59% of the company's share outstanding.
How many Heritage Commerce shareholders are there?
As of Jun 2024, there are 57 institutional shareholders of Heritage Commerce.
What percentage of Heritage Commerce is owned by BLACKROCK INC?
BLACKROCK INC owns 8.28M shares of Heritage Commerce, representing 13.53% of the company's total shares outstanding, valued at $72.02M (as of Jun 2024).
What percentage of Heritage Commerce is owned by FJ CAPITAL MANAGEMENT LLC?
As of Jun 2024, FJ CAPITAL MANAGEMENT LLC holds 5.99M shares of Heritage Commerce (HTBK), compromising 9.79% of the company, valued at $52.11M.
What percentage of Heritage Commerce is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC is the third largest holder of Heritage Commerce. The company owns 3.33M of the company's shares outstanding (worth $29M).