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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 2023

Institutional positions in Heritage Commerce Corp as of Mar 31, 2023. 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
167
+14 vs. Q4 2022
Shares held
44.0M
−237.2K (−0.5%) vs. Q4 2022
Total value
$366.9M
−$208.4M (−36.2%) vs. Q4 2022
New holders
28
65 more added
Sold out
14
47 more reduced

1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2022: 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.

Institutional holdersQ1 2023: 167 institutions
Q1 2021: 120 institutionsQ2 2021: 133 institutionsQ3 2021: 122 institutionsQ4 2021: 137 institutionsQ1 2022: 144 institutionsQ2 2022: 145 institutionsQ3 2022: 145 institutionsQ4 2022: 154 institutionsQ1 2023: 167 institutionsQ2 2023: 151 institutionsQ3 2023: 147 institutionsQ4 2023: 166 institutionsQ1 2024: 169 institutionsQ2 2024: 154 institutionsQ3 2024: 161 institutionsQ4 2024: 177 institutionsQ1 2025: 185 institutionsQ2 2025: 175 institutionsQ3 2025: 188 institutionsQ4 2025: 201 institutionsQ1 2026: 195 institutionsQ2 2026: 2 institutions
Value heldQ1 2023: $366.9M
Q1 2021: $521.3MQ2 2021: $476.2MQ3 2021: $496.9MQ4 2021: $515.3MQ1 2022: $492.2MQ2 2022: $471.7MQ3 2022: $503.2MQ4 2022: $580.6MQ1 2023: $366.9MQ2 2023: $368.6MQ3 2023: $375.6MQ4 2023: $443.2MQ1 2024: $390.5MQ2 2024: $416.6MQ3 2024: $464.1MQ4 2024: $439.6MQ1 2025: $449.2MQ2 2025: $475.5MQ3 2025: $477.7MQ4 2025: $593.8MQ1 2026: $643.2MQ2 2026: $152.6K
Institutions holding HTBK and their total value by quarter
QuarterHoldersValue
Q2 20262$152.6K
Q1 2026195$643.2M
Q4 2025201$593.8M
Q3 2025188$477.7M
Q2 2025175$475.5M
Q1 2025185$449.2M
Q4 2024177$439.6M
Q3 2024161$464.1M
Q2 2024154$416.6M
Q1 2024169$390.5M
Q4 2023166$443.2M
Q3 2023147$375.6M
Q2 2023151$368.6M
Q1 2023167$366.9M
Q4 2022154$580.6M
Q3 2022145$503.2M
Q2 2022145$471.7M
Q1 2022144$492.2M
Q4 2021137$515.3M
Q3 2021122$496.9M
Q2 2021133$476.2M
Q1 2021120$521.3M

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding Heritage Commerce Corp; share changes are against Q4 2022.

Institutions holding HTBK in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.5,681,676$47.3M0.00%+704,458+14.2%Added
T. Rowe Price Investment Management, Inc.5,645,464$47.0M0.03%+24,429+0.4%Added
Dimensional Fund Advisors LP3,190,193$26.6M0.01%+178,538+5.9%Added
Vanguard Group Inc3,079,544$25.7M0.00%+103,520+3.5%Added
State Street Corp1,754,347$14.6M0.00%+209,826+13.6%Added
Manufacturers Life Insurance Company, The1,667,657$13.9M0.01%−106,497−6.0%Reduced
Bank of New York Mellon Corp1,590,691$13.3M0.00%+27,184+1.7%Added
JPMorgan Chase & Co1,281,506$10.7M0.00%+51,458+4.2%Added
Granite Investment Partners, LLC1,227,047$10.2M0.43%−353,490−22.4%Reduced
Geode Capital Management, LLC1,188,073$9.90M0.00%+58,885+5.2%Added
FJ Capital Management LLC1,147,269$9.56M1.18%−1,657,147−59.1%Reduced
Northern Trust Corp1,053,247$8.77M0.00%−170,241−13.9%Reduced
Boston Partners934,721$7.75M0.01%+19,912+2.2%Added
Stieven Capital Advisors, L.P.873,478$7.28M1.91%+79,621+10.0%Added
Cramer Rosenthal McGlynn LLC816,462$6.80M0.31%−244,722−23.1%Reduced
Tiedemann Advisors, LLC628,103$5.23M0.24%00.0%Unchanged
Kennedy Capital Management, Inc.619,883$5.16M0.15%+131,209+26.9%Added
Morgan Stanley548,794$4.57M0.00%+210,626+62.3%Added
Endeavour Capital Advisors Inc545,306$4.54M2.08%−315,453−36.6%Reduced
Banc Funds Co LLC514,083$4.28M0.46%−38,638−7.0%Reduced
Nuveen Asset Management, LLC476,451$3.97M0.00%−291,424−38.0%Reduced
Charles Schwab Investment Management Inc446,532$3.72M0.00%+487+0.1%Added
Two Sigma Advisers, LP427,202$3.56M0.01%+243,600+132.7%Added
Millennium Management LLC426,603$3.55M0.00%+209,038+96.1%Added
Two Sigma Investments, LP387,174$3.23M0.01%+212,868+122.1%Added
Wellington Management Group LLP340,000$2.83M0.00%+340,000New
Goldman Sachs Group Inc314,564$2.62M0.00%+3,710+1.2%Added
Alliancebernstein L.P.277,483$2.31M0.00%+21,100+8.2%Added
Cubist Systematic Strategies, LLC198,684$1.66M0.02%+112,963+131.8%Added
D. E. Shaw & Co., Inc.196,703$1.64M0.00%+164,679+514.2%Added
American Century Companies Inc202,015$1.64M0.00%+7,472+3.8%Added
Mount Capital Ltd194,633$1.62M0.64%+68,965+54.9%Added
First Trust Advisors LP192,350$1.60M0.00%−6,528−3.3%Reduced
State of New Jersey Common Pension Fund D189,548$1.58M0.01%+27,452+16.9%Added
Barclays PLC182,526$1.52M0.00%+146,633+408.5%Added
AQR Capital Management LLC181,880$1.52M0.00%+144,973+392.8%Added
Price T Rowe Associates Inc169,416$1.41M0.00%−119,383−41.3%Reduced
TD Asset Management Inc163,434$1.36M0.00%00.0%Unchanged
Deprince Race & Zollo Inc163,267$1.36M0.03%−152,917−48.4%Reduced
Redmond Asset Management, LLC157,003$1.31M0.45%00.0%Unchanged
Citadel Advisors LLC155,130$1.29M0.00%+120,222+344.4%Added
Maltese Capital Management LLC145,000$1.21M0.46%−173,217−54.4%Reduced
Swiss National Bank131,000$1.09M0.00%−15,500−10.6%Reduced
Invesco Ltd.124,511$1.04M0.00%+9,950+8.7%Added
Panagora Asset Management Inc123,432$1.03M0.01%+43,635+54.7%Added
New York State Common Retirement Fund119,413$994.7K0.00%−35,446−22.9%Reduced
Tudor Investment Corp Et Al119,043$992.0K0.02%+99,683+514.9%Added
Graham Capital Management, L.P.115,333$960.7K0.03%+51,683+81.2%Added
Fisher Asset Management, LLC114,230$951.5K0.00%−886−0.8%Reduced
JCSD Capital, LLC108,489$903.7K1.49%+108,439+216,878.0%Added
Russell Investments Group, Ltd.102,157$851.0K0.00%−26,011−20.3%Reduced
Aj Wealth Strategies, LLC97,389$811.2K0.04%+1,023+1.1%Added
HoldCo Asset Management, L.P.94,439$786.7K0.43%00.0%Unchanged
Credit Suisse AG92,266$768.6K0.00%+4,026+4.6%Added
Rhumbline Advisers92,018$767.0K0.00%+1,783+2.0%Added
First Manhattan Co92,045$766.7K0.00%00.0%Unchanged
Los Angeles Capital Management LLC87,950$732.6K0.00%−2,165−2.4%Reduced
Victory Capital Management Inc86,200$718.0K0.00%+409+0.5%Added
Renaissance Technologies LLC86,100$717.0K0.00%+20,400+31.1%Added
Brandywine Global Investment Management, LLC84,448$703.5K0.01%+33,772+66.6%Added
Thrivent Financial for Lutherans84,221$701.0K0.00%+84,221New
Elizabeth Park Capital Advisors, Ltd.80,000$666.4K0.43%−130,743−62.0%Reduced
Federated Hermes, Inc.79,112$659.0K0.00%+27,051+52.0%Added
Bank of America Corp78,543$654.3K0.00%−15,566−16.5%Reduced
California State Teachers Retirement System75,187$626.3K0.00%−1,018−1.3%Reduced
Gsa Capital Partners LLP66,776$556.0K0.06%+66,776New
Susquehanna International Group, LLP66,462$553.6K0.00%+47,935+258.7%Added
ClariVest Asset Management LLC65,046$542.0K0.02%−100−0.2%Reduced
Lido Advisors, LLC62,738$522.6K0.01%−62,738−50.0%Reduced
Raymond James Financial Services Advisors, Inc.61,721$514.1K0.00%−1,120−1.8%Reduced
Trexquant Investment LP59,776$497.9K0.01%+59,776New
UBS Group AG59,278$493.8K0.00%−14,263−19.4%Reduced
HSBC Holdings PLC57,987$473.2K0.00%+57,987New
New York Life Investment Management LLC55,448$461.9K0.01%+5,025+10.0%Added
Whittier Trust Co of Nevada Inc52,791$439.7K0.02%+52,791New
Massachusetts Financial Services Co51,208$426.6K0.00%+51,208New
Allspring Global Investments Holdings, LLC51,013$424.9K0.00%+49,884+4,418.4%Added
State Board of Administration of Florida Retirement System49,126$409.2K0.00%+12,980+35.9%Added
BNP Paribas Arbitrage, SA48,249$401.9K0.00%+16,717+53.0%Added
Public Employees Retirement Association of Colorado45,952$383.0K0.00%00.0%Unchanged
Jump Financial, LLC44,000$366.5K0.01%+21,200+93.0%Added
UBS Asset Management Americas Inc43,451$361.9K0.00%00.0%Unchanged
STRS Ohio43,400$361.0K0.00%+43,400New
Guardian Investment Management29,465$360.1K0.28%00.0%Unchanged
Putnam Investments LLC40,357$336.2K0.00%+40,357New
Teacher Retirement System of Texas39,739$331.0K0.00%−655−1.6%Reduced
Deutsche Bank AG35,905$299.1K0.00%+9,654+36.8%Added
Rafferty Asset Management, LLC34,871$290.5K0.00%+34,871New
HRT Financial LP33,893$282.0K0.00%−569−1.7%Reduced
ExodusPoint Capital Management, LP33,467$279.0K0.00%+33,467New
MetLife Investment Management31,323$260.9K0.00%00.0%Unchanged
Quadrature Capital Ltd30,115$250.9K0.01%+10,644+54.7%Added
Boothbay Fund Management, LLC28,555$237.9K0.01%+28,555New
First Republic Investment Management, Inc.28,466$237.1K0.00%+1,702+6.4%Added
American International Group, Inc.28,359$236.2K0.00%+564+2.0%Added
Janus Henderson Group PLC27,494$228.9K0.00%+15,338+126.2%Added
Stifel Financial Corp25,915$215.9K0.00%+13,900+115.7%Added
Voya Investment Management LLC25,608$213.3K0.00%−446−1.7%Reduced
Mirae Asset Global Investments Co., Ltd.25,369$211.3K0.00%00.0%Unchanged
Qube Research & Technologies Ltd24,208$201.7K0.00%+24,208New