Heritage Commerce Corp
HTBKDelisted Apr 20, 2026- Industry
- State Commercial Banks
- SEC CIK
- 0001053352
Heritage Commerce Corp was delisted on Apr 20, 2026; its insiders filed their last Form 4 on Apr 17, 2026; 195 institutions reported holding it in 13F filings for Q1 2026, worth $643.2M in total; no superinvestor held it.
13F holders, Q1 2022
Institutional positions in Heritage Commerce Corp as of Mar 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 144
- +7 vs. Q4 2021
- Shares held
- 43.7M
- +559.2K (+1.3%) vs. Q4 2021
- Total value
- $492.2M
- −$23.2M (−4.5%) vs. Q4 2021
- New holders
- 13
- 51 more added
- Sold out
- 6
- 53 more reduced
Compare with Q4 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting HTBK on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2 | $152.6K |
| Q1 2026 | 195 | $643.2M |
| Q4 2025 | 201 | $593.8M |
| Q3 2025 | 188 | $477.7M |
| Q2 2025 | 175 | $475.5M |
| Q1 2025 | 185 | $449.2M |
| Q4 2024 | 177 | $439.6M |
| Q3 2024 | 161 | $464.1M |
| Q2 2024 | 154 | $416.6M |
| Q1 2024 | 169 | $390.5M |
| Q4 2023 | 166 | $443.2M |
| Q3 2023 | 147 | $375.6M |
| Q2 2023 | 151 | $368.6M |
| Q1 2023 | 167 | $366.9M |
| Q4 2022 | 154 | $580.6M |
| Q3 2022 | 145 | $503.2M |
| Q2 2022 | 145 | $471.7M |
| Q1 2022 | 144 | $492.2M |
| Q4 2021 | 137 | $515.3M |
| Q3 2021 | 122 | $496.9M |
| Q2 2021 | 133 | $476.2M |
| Q1 2021 | 120 | $521.3M |
Institutions, Q1 2022
Shares, value and share of portfolio for each institution holding Heritage Commerce Corp; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CAPROCK Group, Inc. | 14,360 | $162.0K | 0.02% | 00.0% | Unchanged |
| Royal Bank of Canada | 13,454 | $150.0K | 0.00% | −8,430−38.5% | Reduced |
| Corient Capital Partners, LLC | 13,151 | $148.0K | 0.01% | −95−0.7% | Reduced |
| BNP Paribas Arbitrage, SA | 12,864 | $144.7K | 0.00% | −12,079−48.4% | Reduced |
| Teacher Retirement System of Texas | 12,467 | $140.0K | 0.00% | +877+7.6% | Added |
| Liberty Wealth Management LLC | 12,396 | $139.0K | 0.05% | +10.0% | Added |
| Janus Henderson Group PLC | 12,156 | $137.0K | 0.00% | +20.0% | Added |
| Security National Bank | 12,000 | $135.0K | 0.03% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 11,775 | $134.0K | 0.01% | +711+6.4% | Added |
| Raymond James & Associates | 11,827 | $133.0K | 0.00% | +1,121+10.5% | Added |
| Schonfeld Strategic Advisors LLC | 11,700 | $132.0K | 0.00% | +11,700 | New |
| Nisa Investment Advisors, LLC | 11,350 | $128.0K | 0.00% | −5,520−32.7% | Reduced |
| ProShare Advisors LLC | 10,960 | $124.0K | 0.00% | −1,818−14.2% | Reduced |
| Algert Global LLC | 10,857 | $122.0K | 0.01% | +10,857 | New |
| Osborne Partners Capital Management, LLC | 10,719 | $121.0K | 0.01% | +10,719 | New |
| Exane Derivatives | 10,338 | $116.3K | 0.03% | −167−1.6% | Reduced |
| Eqis Capital Management, Inc. | 10,202 | $115.0K | 0.01% | −7,883−43.6% | Reduced |
| Beacon Pointe Advisors, LLC | 10,247 | $115.0K | 0.00% | −2,189−17.6% | Reduced |
| One Wealth Advisors, LLC | 10,045 | $113.0K | 0.03% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 9,510 | $107.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,476 | $107.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 7,038 | $79.0K | 0.00% | +7,038 | New |
| Amalgamated Financial Corp. | 7,038 | $79.0K | 0.00% | +7,038 | New |
| Great West Life Assurance Co | 6,253 | $73.0K | 0.00% | +1,646+35.7% | Added |
| Citigroup Inc | 6,029 | $68.0K | 0.00% | −11,343−65.3% | Reduced |
| PFS Partners, LLC | 4,823 | $54.3K | 0.05% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,704 | $53.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 4,542 | $51.0K | 0.01% | −47−1.0% | Reduced |
| Tower Research Capital LLC (TRC) | 4,229 | $47.0K | 0.00% | +3,353+382.8% | Added |
| Metropolitan Life Insurance Co | 3,692 | $41.5K | 0.00% | −11,345−75.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,491 | $28.0K | 0.00% | +2,491 | New |
| Signaturefd, LLC | 1,477 | $17.0K | 0.00% | −67−4.3% | Reduced |
| Captrust Financial Advisors | 1,547 | $17.0K | 0.00% | +368+31.2% | Added |
| The PNC Financial Services Group, Inc. | 1,136 | $13.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,123 | $13.0K | 0.00% | +69+6.5% | Added |
| Sittner & Nelson, LLC | 741 | $8.00K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 711 | $8.00K | 0.00% | +516+264.6% | Added |
| Macquarie Group Ltd | 539 | $6.00K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 397 | $4.00K | 0.00% | −100−20.1% | Reduced |
| IFP Advisors, Inc | 240 | $4.00K | 0.00% | +120+100.0% | Added |
| Whittier Trust Co | 356 | $4.00K | 0.00% | +356 | New |
| Lindbrook Capital, LLC | 88 | $1.00K | 0.00% | −115−56.7% | Reduced |
| Glassman Wealth Services | 88 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 28 | $0 | 0.00% | −6−17.6% | Reduced |
| Royce & Associates LP | 0 | $0 | 0.00% | −200,125−100.0% | Sold out |
| Palouse Capital Management, Inc. | 0 | $0 | 0.00% | −20,562−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −13,140−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −11,704−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −10,042−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −28−100.0% | Sold out |