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, Q2 2026
Institutional positions in Heritage Commerce Corp as of Jun 30, 2026. 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
HTBK is no longer listed, and 13F filings after Q1 2026 list far fewer holders. See Q1 2026
- Institutional holders
- 2
- −190 vs. Q1 2026
- Shares held
- 12.2K
- −51.5M (−100.0%) vs. Q1 2026
- Total value
- $152.6K
- −$642.0M (−100.0%) vs. Q1 2026
- New holders
- 0
- 0 more added
- Sold out
- 190
- 1 more reduced
3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Heritage Commerce Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cornerstone Capital, Inc. | 0 | $0 | 0.00% | −37,500−100.0% | Sold out |
| Bleakley Financial Group, LLC | 0 | $0 | 0.00% | −36,522−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −36,263−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −33,753−100.0% | Sold out |
| Wells Fargo & Company | 0 | $0 | 0.00% | −31,929−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −31,842−100.0% | Sold out |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −29,399−100.0% | Sold out |
| Credit Industriel Et Commercial | 0 | $0 | 0.00% | −29,617−100.0% | Sold out |
| MetLife Investment Management | 0 | $0 | 0.00% | −29,398−100.0% | Sold out |
| Mirae Asset Global ETFs Holdings Ltd. | 0 | $0 | 0.00% | −28,109−100.0% | Sold out |
| Colony Group, LLC | 0 | $0 | 0.00% | −25,144−100.0% | Sold out |
| Destination Wealth Management | 0 | $0 | 0.00% | −24,700−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −23,695−100.0% | Sold out |
| Vanguard Global Advisers, LLC | 0 | $0 | 0.00% | −22,904−100.0% | Sold out |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −22,051−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −21,748−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −33,370−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −20,461−100.0% | Sold out |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −19,435−100.0% | Sold out |
| Murchinson Ltd. | 0 | $0 | 0.00% | −18,600−100.0% | Sold out |
| Police & Firemen's Retirement System of New Jersey | 0 | $0 | 0.00% | −17,509−100.0% | Sold out |
| State Board of Administration of Florida Retirement System | 0 | $0 | 0.00% | −16,910−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −16,341−100.0% | Sold out |
| Arizona State Retirement System | 0 | $0 | 0.00% | −15,960−100.0% | Sold out |
| New York State Common Retirement Fund | 0 | $0 | 0.00% | −15,886−100.0% | Sold out |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −15,650−100.0% | Sold out |
| Savant Capital, LLC | 0 | $0 | 0.00% | −15,531−100.0% | Sold out |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −14,812−100.0% | Sold out |
| Eurizon Capital SGR S.p.A. | 0 | $0 | 0.00% | −14,665−100.0% | Sold out |
| Vanguard Investments Australia, Ltd. | 0 | $0 | 0.00% | −14,402−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −13,822−100.0% | Sold out |
| Merit Financial Group, LLC | 0 | $0 | 0.00% | −13,736−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −12,856−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −12,600−100.0% | Sold out |
| Holcombe Financial, Inc. | 0 | $0 | 0.00% | −12,595−100.0% | Sold out |
| NorthCrest Asset Manangement, LLC | 0 | $0 | 0.00% | −12,216−100.0% | Sold out |
| Great West Life Assurance Co | 0 | $0 | 0.00% | −12,394−100.0% | Sold out |
| Public Employees Retirement Association of Colorado | 0 | $0 | 0.00% | −12,353−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −11,647−100.0% | Sold out |
| Voya Investment Management LLC | 0 | $0 | 0.00% | −11,405−100.0% | Sold out |
| Chicago Capital Management, LLC | 0 | $0 | 0.00% | −14,014−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −10,111−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −10,059−100.0% | Sold out |
| One Wealth Advisors, LLC | 0 | $0 | 0.00% | −10,045−100.0% | Sold out |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −9,574−100.0% | Sold out |
| Nisa Investment Advisors, LLC | 0 | $0 | 0.00% | −7,502−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −7,061−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −6,941−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −6,391−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −5,240−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −5,152−100.0% | Sold out |
| Ameritas Investment Partners, Inc. | 0 | $0 | 0.00% | −5,060−100.0% | Sold out |
| Parkside Financial Bank & Trust | 0 | $0 | 0.00% | −5,009−100.0% | Sold out |
| PFS Partners, LLC | 0 | $0 | 0.00% | −4,823−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −4,739−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −4,520−100.0% | Sold out |
| GAMMA Investing LLC | 0 | $0 | 0.00% | −4,156−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −3,810−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −2,991−100.0% | Sold out |
| Essential Partners LLC | 0 | $0 | 0.00% | −2,801−100.0% | Sold out |
| Advisor Group Holdings, Inc. | 0 | $0 | 0.00% | −2,629−100.0% | Sold out |
| State of Alaska, Department of Revenue | 0 | $0 | 0.00% | −2,429−100.0% | Sold out |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −2,053−100.0% | Sold out |
| Smartleaf Asset Management LLC | 0 | $0 | 0.00% | −2,062−100.0% | Sold out |
| Sterling Capital Management LLC | 0 | $0 | 0.00% | −1,986−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −1,055−100.0% | Sold out |
| Farther Finance Advisors, LLC | 0 | $0 | 0.00% | −1,027−100.0% | Sold out |
| Pinnacle Wealth Planning Services, Inc. | 0 | $0 | 0.00% | −806−100.0% | Sold out |
| Rothschild Investment LLC | 0 | $0 | 0.00% | −556−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −434−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −421−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | −396−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −370−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| True Wealth Design, LLC | 0 | $0 | 0.00% | −242−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −238−100.0% | Sold out |
| UMA Financial Services, Inc. | 0 | $0 | 0.00% | −209−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −198−100.0% | Sold out |
| JPL Wealth Management, LLC | 0 | $0 | 0.00% | −191−100.0% | Sold out |
| Versant Capital Management, Inc | 0 | $0 | 0.00% | −190−100.0% | Sold out |
| Basecamp Wealth Advisors LLC | 0 | $0 | 0.00% | −102−100.0% | Sold out |
| Stone House Investment Management, LLC | 0 | $0 | 0.00% | −74−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| Bruce G. Allen Investments, LLC | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| SBI Securities Co., Ltd. | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Financial Consulate, Inc | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| SJS Investment Consulting Inc. | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Hughes Financial Services, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Covestor Ltd | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| Sunbelt Securities, Inc. | – | – | – | – | Not filed |