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Heritage Commerce Ownership | Who Owns Heritage Commerce?

OverviewForecastRevenueFinancialsChart

Heritage Commerce Ownership Summary

Heritage Commerce is owned by 78.22% institutional investors, 4.02% insiders, and 17.76% retail investors. Blackrock is the largest institutional shareholder, holding 13.53% of HTBK shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.01% of its assets in Heritage Commerce shares.

HTBK Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockHeritage Commerce78.22%4.02%17.76%
SectorFinancial Services Stocks 43.20%12.55%44.25%
IndustryRegional Banks Stocks49.46%11.62%38.92%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv1.84M3.01%3.63K
iShares Russell 2000 ETF1.82M2.98%-4.10K
Vanguard Institutional Extnd Mkt Idx Tr999.74K1.63%16.77K
Avantis US Small Cap Value ETF935.54K1.53%-
DFA US Small Cap Value I755.12K1.23%96.44K
BlackRock Advantage Small Cap Core Instl697.99K1.14%30.60K
JHancock Regional Bank A683.68K1.12%-9.05K
Fidelity Small Cap Index617.52K1.01%-9.91K
Kennedy Small Cap Value585.17K0.95%-111.74K
iShares Russell 2000 Value ETF574.61K0.94%-

Recent Insider Transactions

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

Insider Transactions Trends

DateBuySell
2024 Q2--
2024 Q1-1
2023 Q4--
2023 Q3--
2023 Q22-

HTBK Ownership FAQ

Who Owns Heritage Commerce?

Heritage Commerce shareholders are primarily institutional investors at 78.22%, followed by 4.02% insiders and 17.76% retail investors. The average institutional ownership in Heritage Commerce's industry, Regional Banks Stocks, is 49.46%, 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?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Heritage Commerce shares, with 3.01% of its total shares outstanding invested in 1.84M Heritage Commerce shares.

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