HeartCore Enterprises, Inc.
HeartCore Enterprises, Inc. (HTCR) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · HTCR · as of Mar 31, 2025
Ownership Breakdown
13
Institutional Holders
▲ 1 vs Q4
$458,547
Total Inst. Value
▼ $653,883 vs Q4
63,550
Shares Outstanding
freeFloat 27.57%
611,441
13F Shares Held
▼ 1,740 vs Q4
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
HTCR largest shareholders · institutional ownership
Q1 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
CREATIVEONE WEALTH, LLC services-computer processing & data preparation | 184.7K | 83.77% | 83.77% | $138.56M | May 14, 2025 | ▲ 141.8K |
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. services-computer processing & data preparation | 157.2K | 71.27% | 71.27% | $118.00M | Apr 22, 2025 | NEW |
RENAISSANCE TECHNOLOGIES LLC services-computer processing & data preparation | 76.4K | 34.64% | 34.64% | $57.30M | May 14, 2025 | ▼ 25.4K |
CITADEL ADVISORS LLC services-computer processing & data preparation | 63.1K | 28.63% | 28.63% | $47.35M | May 15, 2025 | ▲ 17.2K |
PROSPERITY FINANCIAL GROUP, INC. services-computer processing & data preparation | 46.5K | 21.08% | 21.08% | $34.88M | May 15, 2025 | ▼ 42.5K |
CORSAIR CAPITAL MANAGEMENT, L.P. services-computer processing & data preparation | 29.2K | 13.23% | 13.23% | $21.89M | Apr 21, 2026 | ▼ 234.6K |
XTX TOPCO LTD services-computer processing & data preparation | 25.2K | 11.42% | 11.42% | $18.89M | May 8, 2025 | NEW |
GEODE CAPITAL MANAGEMENT, LLC services-computer processing & data preparation | 12.2K | 5.51% | 5.51% | $9.12M | May 13, 2025 | — held |
HERON BAY CAPITAL MANAGEMENT services-computer processing & data preparation | 12.0K | 5.46% | 5.46% | $9.04M | May 13, 2025 | ▼ 713 |
LAZARD ASSET MANAGEMENT LLC services-computer processing & data preparation | 2.9K | 1.30% | 1.30% | $2.00M | May 15, 2025 | ▲ 2.0K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q1 2025 vs prior quarter
Q1 2025
5
Increased
+161.7K shares3
New Positions
first time holders4
Decreased
−303.2K shares2
Sold Out
fully exitedNet shares change (top 50)
141.5K
+161.7K / −303.2K
Net new holders
+2
3 new / 2 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
HTCR insider trading · insider activity
Source: SEC Form 4
Insiders have been primarily selling shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
0
Buy transactions
1
Sell transactions
0.00
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
Yasui Daishin 10 percent owner | May 29, 2025 | Sale | 50,000 | $0.67 | $33.4K | 2.26M | Form 4 ↗ |
Yasui Daishin 10 percent owner | May 30, 2025 | Sale | 60,000 | $0.70 | $42.0K | 2.20M | Form 4 ↗ |
Yasui Daishin 10 percent owner | May 20, 2025 | Sale | 10,000 | $0.56 | $5.6K | 2.31M | Form 4 ↗ |
Yasui Daishin 10 percent owner | May 21, 2025 | Sale | 869 | $0.61 | $530.09 | 2.31M | Form 4 ↗ |
Yasui Daishin 10 percent owner | Mar 21, 2025 | Sale | 2,500 | $1.05 | $2.6K | 2.32M | Form 4 ↗ |
Yasui Daishin 10 percent owner | Mar 19, 2025 | Sale | 300 | $0.95 | $285 | 2.33M | Form 4 ↗ |
Kuno Keisuke CX Division Vice President | Nov 19, 2024 | Sale | 10,000 | $1.26 | $12.6K | 91.8K | Form 4 ↗ |
Kuno Keisuke CX Division Vice President | Nov 19, 2024 | Sale | 10,000 | $1.27 | $12.7K | 81.8K | Form 4 ↗ |
Kuno Keisuke CX Division Vice President | Nov 19, 2024 | Sale | 6,000 | $1.28 | $7.7K | 75.8K | Form 4 ↗ |
Yamamoto Sumitaka Chairman, CEO & President | Jun 15, 2023 | Sale | 7,110 | $1.47 | $10.4K | 10.68M | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
HeartCore Enterprises, Inc. (HTCR) is primarily owned by institutional investors, who hold approximately 100.0% of total shares outstanding. Company insiders own approximately 72.43%, while retail and public investors account for the remaining 0.00%.
The largest institutional shareholder of HeartCore Enterprises, Inc. is CREATIVEONE WEALTH, LLC, holding approximately 184,743 shares — equal to 83.77% of outstanding shares — as of March 31, 2025.
A total of 13 institutional investors currently hold HTCR stock, with a combined institutional value of approximately $458,547 as of the most recent 13F filing period.
Frequently asked questions
HTCR ownershipHeartCore Enterprises, Inc. (HTCR) is primarily owned by institutional investors, who hold approximately 100.0% of shares. The largest shareholder is CREATIVEONE WEALTH, LLC with a 83.77% stake. Company insiders hold 72.43%. Data sourced from SEC Form 13F as of March 31, 2025.