Heritage Insurance Holdings, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 11/12/2025 | 1.92 M | $48.45 M | 3.04% | 6.24% |
| VANGUARD GROUP INC | 11/07/2025 | 1.65 M | $41.46 M | 8.73% | 5.34% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 1.26 M | $31.77 M | -11.12% | 4.09% |
| MARSHALL WACE, LLP | 11/13/2025 | 1.02 M | $25.79 M | 8.72% | 3.32% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2025 | 888.45 K | $22.37 M | 11.53% | 2.88% |
| PRUDENTIAL FINANCIAL INC | 11/13/2025 | 691.89 K | $17.42 M | 80.38% | 2.24% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 630.91 K | $15.89 M | 21.84% | 2.05% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 11/13/2025 | 626.19 K | $15.77 M | -3.48% | 2.03% |
| ASSENAGON ASSET MANAGEMENT S.A. | 10/07/2025 | 462.08 K | $11.64 M | 223.94% | 1.50% |
| PACIFIC RIDGE CAPITAL PARTNERS, LLC | 11/12/2025 | 458.93 K | $11.56 M | 27.24% | 1.49% |
| ACADIAN ASSET MANAGEMENT LLC | 11/13/2025 | 457.46 K | $11.52 M | -13.15% | 1.48% |
| STATE STREET CORP | 11/14/2025 | 455.54 K | $11.47 M | 0.69% | 1.48% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 11/17/2025 | 424.03 K | $10.68 M | -8.78% | 1.37% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2025 | 400.00 K | $10.07 M | 3.76% | 1.30% |
| MORGAN STANLEY | 11/14/2025 | 363.21 K | $9.15 M | 4.96% | 1.18% |
| UBS GROUP AG | 11/13/2025 | 289.83 K | $7.30 M | 19.41% | 0.94% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 272.33 K | $6.86 M | -26.99% | 0.88% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 252.37 K | $6.35 M | 9.12% | 0.82% |
| CITADEL ADVISORS LLC | 11/14/2025 | 244.98 K | $6.17 M | -45.79% | 0.79% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/13/2025 | 242.92 K | $6.12 M | -53.85% | 0.79% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2025 | 241.26 K | $6.08 M | -13.13% | 0.78% |
| NORTHERN TRUST CORP | 11/14/2025 | 217.77 K | $5.48 M | -0.98% | 0.71% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 203.84 K | $5.13 M | 205.76% | 0.66% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2025 | 189.52 K | $4.77 M | 5.97% | 0.61% |
| TUDOR INVESTMENT CORP ET AL | 11/14/2025 | 186.38 K | $4.69 M | 0.27% | 0.60% |
| SEGALL BRYANT & HAMILL, LLC | 11/12/2025 | 174.56 K | $4.40 M | -5.57% | 0.57% |
| QUARTZ PARTNERS, LLC | 11/13/2025 | 172.73 K | $4.35 M | 20.48% | 0.56% |
| PEAK6 LLC | 11/14/2025 | 155.50 K | $3.92 M | 1,819.75% | 0.50% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 154.00 K | $3.88 M | -35.72% | 0.50% |
| TREXQUANT INVESTMENT LP | 11/14/2025 | 152.48 K | $3.84 M | 54.42% | 0.49% |
| JANE STREET GROUP, LLC | 11/14/2025 | 151.86 K | $3.82 M | 196.27% | 0.49% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 146.37 K | $3.69 M | 74.27% | 0.47% |
| EMPOWERED FUNDS, LLC | 11/13/2025 | 143.16 K | $3.60 M | 9.32% | 0.46% |
| EAM INVESTORS, LLC | 11/14/2025 | 140.32 K | $3.49 M | -20.74% | 0.45% |
| ARKADIOS WEALTH ADVISORS | 10/29/2025 | 128.29 K | $3.23 M | 10.70% | 0.42% |
| HRT FINANCIAL LP | 11/14/2025 | 125.01 K | $3.15 M | 1,118.74% | 0.41% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 124.65 K | $3.14 M | 54.96% | 0.40% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 117.02 K | $2.95 M | -4.43% | 0.38% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 104.41 K | $2.63 M | -7.11% | 0.34% |
| CITADEL ADVISORS LLC | 11/14/2025 | 93.10 K | $2.34 M | 175.44% | 0.30% |
| FMR LLC | 11/13/2025 | 91.10 K | $2.29 M | 4.11% | 0.30% |
| FRANKLIN RESOURCES INC | 11/13/2025 | 81.32 K | $2.05 M | 131.76% | 0.26% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 80.27 K | $2.02 M | -15.98% | 0.26% |
| ANNIS GARDNER WHITING CAPITAL ADVISORS, LLC | 11/03/2025 | 76.80 K | $1.93 M | 514.38% | 0.25% |
| ALLIANCEBERNSTEIN L.P. | 11/14/2025 | 74.37 K | $1.87 M | 0.00% | 0.24% |
| FIRST TRUST ADVISORS LP | 11/12/2025 | 72.11 K | $1.82 M | -3.32% | 0.23% |
| JPMORGAN CHASE & CO | 11/26/2025 | 65.37 K | $1.65 M | -53.60% | 0.21% |
| PRINCIPAL FINANCIAL GROUP INC | 11/04/2025 | 64.49 K | $1.62 M | 201.68% | 0.21% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 61.90 K | $1.56 M | 41.65% | 0.20% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 61.70 K | $1.55 M | 25.92% | 0.20% |
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Heritage Insurance Holdings, Inc. institutional Ownership - FAQ's
During the previous two years, 241 institutional investors and hedge funds held shares of Heritage Insurance Holdings, Inc.. The most heavily invested institutionals were:
BlackRock, Inc.: 1.92 M
VANGUARD GROUP INC: 1.65 M
DIMENSIONAL FUND ADVISORS LP: 1.26 M
MARSHALL WACE, LLP: 1.02 M
AMERICAN CENTURY COMPANIES INC: 888,452
PRUDENTIAL FINANCIAL INC: 691,893
60.26% of Heritage Insurance Holdings, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 24.31 M shares in the last 24 months. This purchase volume represents approximately $688.21 M in transactions.