Heritage Commerce Corp Major Shareholders & Ownership History
Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
BLACKROCK, INC. | 08/12/2025 | 7.92 M | $78.69 M | -1.38% | 12.89% |
VANGUARD GROUP INC | 08/11/2025 | 3.56 M | $35.31 M | 1.72% | 5.78% |
DIMENSIONAL FUND ADVISORS LP | 08/12/2025 | 3.42 M | $34.00 M | 0.38% | 5.57% |
WELLINGTON MANAGEMENT GROUP LLP | 08/14/2025 | 3.01 M | $29.84 M | -20.84% | 4.89% |
FJ CAPITAL MANAGEMENT LLC | 08/14/2025 | 2.34 M | $23.28 M | -0.85% | 3.81% |
STATE STREET CORP | 08/14/2025 | 1.88 M | $18.67 M | -4.27% | 3.06% |
JPMORGAN CHASE & CO | 08/12/2025 | 1.84 M | $18.26 M | -5.54% | 2.99% |
HOLDCO ASSET MANAGEMENT, LP | 08/14/2025 | 1.62 M | $16.12 B | 100.00% | 2.64% |
GEODE CAPITAL MANAGEMENT, LLC | 08/08/2025 | 1.57 M | $15.54 M | 5.90% | 2.55% |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 08/14/2025 | 1.36 M | $13.46 M | 6.12% | 2.20% |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 08/14/2025 | 1.29 M | $12.82 M | -2.11% | 2.10% |
GOLDMAN SACHS GROUP INC | 08/14/2025 | 1.14 M | $11.31 M | 28.34% | 1.85% |
BOSTON PARTNERS | 08/12/2025 | 1.10 M | $10.82 M | 2.06% | 1.79% |
AMERICAN CENTURY COMPANIES INC | 08/12/2025 | 1.08 M | $10.73 M | -1.56% | 1.76% |
KENNEDY CAPITAL MANAGEMENT LLC | 08/13/2025 | 868.93 K | $8.63 M | -2.14% | 1.41% |
CARTESIAN GROWTH CORP | 07/31/2025 | 656.60 K | $6.52 M | 0.00% | 1.07% |
RHINO INVESTMENT PARTNERS, INC | 08/11/2025 | 612.18 K | $6.08 M | 11.61% | 1.00% |
NORTHERN TRUST CORP | 08/13/2025 | 585.64 K | $5.82 M | 0.31% | 0.95% |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/12/2025 | 505.73 K | $5.02 M | 3.54% | 0.82% |
TWO SIGMA ADVISERS, LP | 08/14/2025 | 502.10 K | $4.99 M | 7.13% | 0.82% |
MORGAN STANLEY | 08/15/2025 | 481.42 K | $4.78 M | -10.36% | 0.78% |
NUVEEN, LLC | 08/12/2025 | 473.66 K | $4.70 M | -7.25% | 0.77% |
AQR CAPITAL MANAGEMENT LLC | 08/14/2025 | 461.97 K | $4.59 M | 36.82% | 0.75% |
RENAISSANCE TECHNOLOGIES LLC | 08/13/2025 | 441.50 K | $4.38 M | 37.33% | 0.72% |
ALLIANCEBERNSTEIN L.P. | 08/14/2025 | 430.75 K | $4.28 M | 19.44% | 0.70% |
BANK OF NEW YORK MELLON CORP | 08/05/2025 | 417.88 K | $4.15 M | 1.52% | 0.68% |
TWO SIGMA INVESTMENTS, LP | 08/14/2025 | 407.50 K | $4.05 M | 0.68% | 0.66% |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2025 | 320.93 K | $3.19 M | 5.45% | 0.52% |
CITADEL ADVISORS LLC | 08/14/2025 | 317.27 K | $3.15 M | 25.29% | 0.52% |
RAYMOND JAMES FINANCIAL INC | 08/14/2025 | 284.23 K | $2.82 M | 18.60% | 0.46% |
AMERIPRISE FINANCIAL INC | 08/14/2025 | 254.07 K | $2.52 M | 7.89% | 0.41% |
BARCLAYS PLC | 08/14/2025 | 229.07 K | $2.27 M | 21.80% | 0.37% |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 08/13/2025 | 226.32 K | $2.25 M | -1.75% | 0.37% |
CITIGROUP INC | 08/11/2025 | 220.70 K | $2.19 M | -19.63% | 0.36% |
STATE OF NEW JERSEY COMMON PENSION FUND D | 07/31/2025 | 216.96 K | $2.15 M | 12.89% | 0.35% |
EJF CAPITAL LLC | 08/14/2025 | 196.79 K | $1.95 M | -23.29% | 0.32% |
JOHN W. ROSENTHAL CAPITAL MANAGEMENT, INC. | 07/23/2025 | 190.69 K | $1.89 M | -1.67% | 0.31% |
MALTESE CAPITAL MANAGEMENT LLC | 08/14/2025 | 190.00 K | $1.89 M | 100.00% | 0.31% |
EMPOWERED FUNDS, LLC | 08/11/2025 | 188.47 K | $1.87 M | 9.66% | 0.31% |
UBS ASSET MANAGEMENT AMERICAS INC | 08/14/2025 | 176.66 K | $1.75 M | 32.80% | 0.29% |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/13/2025 | 173.86 K | $1.73 M | 32.43% | 0.28% |
CREATIVE PLANNING | 08/08/2025 | 173.01 K | $1.72 M | 38.54% | 0.28% |
UBS GROUP AG | 08/14/2025 | 160.65 K | $1.60 M | 81.46% | 0.26% |
CERITY PARTNERS LLC | 08/13/2025 | 152.74 K | $1.52 M | 3.00% | 0.25% |
PANAGORA ASSET MANAGEMENT INC | 08/13/2025 | 149.62 K | $1.49 M | -50.20% | 0.24% |
INVESCO LTD. | 08/13/2025 | 137.78 K | $1.37 M | -17.67% | 0.22% |
BANC FUNDS CO LLC | 08/14/2025 | 121.54 K | $1.21 M | -28.31% | 0.20% |
GSA CAPITAL PARTNERS LLP | 07/22/2025 | 120.87 K | $1.20 M | 155.58% | 0.20% |
VICTORY CAPITAL MANAGEMENT INC | 08/13/2025 | 120.44 K | $1.20 M | -5.17% | 0.20% |
LIDO ADVISORS, LLC | 08/13/2025 | 118.40 K | $1.18 M | -0.03% | 0.19% |
Heritage Commerce Corp institutional Ownership - FAQ's
During the previous two years, 265 institutional investors and hedge funds held shares of Heritage Commerce Corp. The most heavily invested institutionals were:
BlackRock, Inc.: 7.92 M
VANGUARD GROUP INC: 3.56 M
DIMENSIONAL FUND ADVISORS LP: 3.42 M
WELLINGTON MANAGEMENT GROUP LLP: 3.01 M
FJ Capital Management LLC: 2.34 M
STATE STREET CORP: 1.88 M
77.93% of Heritage Commerce Corp stock is owned by institutional investors.
Institutional investors have bought a total of 64.02 M shares in the last 24 months. This purchase volume represents approximately $649.12 M in transactions.