Skip to main content

Morgan Stanley

SEC CIK
0000895421
Latest filing
Aug 13, 2026

HTBK holding history

Heritage Commerce Corp in every 13F filed by Morgan Stanley, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

HTBK overviewAll 13F holders of HTBKFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
21
Since Q1 2021
Holdings of HTBK by Morgan Stanley, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−435,893−100.0%Sold outHolders
Q1 2026435,893$5.44M<0.1%+9,334+2.2%AddedHolders
Q4 2025426,559$5.12M<0.1%−124,125−22.5%ReducedHolders
Q3 2025550,684$5.47M<0.1%+69,261+14.4%AddedHolders
Q2 2025481,423$4.78M<0.1%−55,656−10.4%ReducedHolders
Q1 2025537,079$5.11M<0.1%−184,603−25.6%ReducedHolders
Q4 2024721,682$6.77M<0.1%+153,789+27.1%AddedHolders
Q3 2024567,893$5.61M<0.1%+46,844+9.0%AddedHolders
Q2 2024521,049$4.53M<0.1%−150,128−22.4%ReducedHolders
Q1 2024671,177$5.76M<0.1%+4,553+0.7%AddedHolders
Q4 2023666,624$6.61M<0.1%+339,365+103.7%AddedHolders
Q3 2023327,259$2.77M<0.1%−54,592−14.3%ReducedHolders
Q2 2023381,851$3.16M<0.1%−166,943−30.4%ReducedHolders
Q1 2023548,794$4.57M<0.1%+210,626+62.3%AddedHolders
Q4 2022338,168$4.40M<0.1%+13,498+4.2%AddedHolders
Q3 2022324,670$3.68M<0.1%+9,338+3.0%AddedHolders
Q2 2022315,332$3.37M<0.1%+217,191+221.3%AddedHolders
Q1 202298,141$1.10M<0.1%+2,403+2.5%AddedHolders
Q4 202195,738$1.14M<0.1%−3,139−3.2%ReducedHolders
Q3 202198,877$1.15M<0.1%−103,656−51.2%ReducedHolders
Q2 2021202,533$2.25M<0.1%+51,965+34.5%AddedHolders
Q1 2021150,568$1.84M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.