Heritage Commerce Corp
Heritage Commerce Corp (HTBK) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · HTBK · as of Sep 30, 2025
Ownership Breakdown
191
Institutional Holders
▲ 17 vs Q2
$477.74M
Total Inst. Value
▲ $1.95M vs Q2
61.59M
Shares Outstanding
freeFloat 98.76%
48.11M
13F Shares Held
▲ 187,726 vs Q2
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
HTBK largest shareholders · institutional ownership
Q3 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
BLACKROCK, INC. state commercial banks | 8.21M | 13.35% | 13.35% | $81.53B | Nov 12, 2025 | ▲ 285.6K |
VANGUARD GROUP INC state commercial banks | 3.95M | 6.42% | 6.42% | $39.19B | Nov 7, 2025 | ▲ 391.0K |
DIMENSIONAL FUND ADVISORS LP state commercial banks | 3.39M | 5.51% | 5.51% | $33.62B | Nov 12, 2025 | ▼ 37.6K |
STATE STREET CORP state commercial banks | 2.21M | 3.60% | 3.60% | $21.95B | Nov 14, 2025 | ▲ 331.1K |
JPMORGAN CHASE & CO state commercial banks | 1.88M | 3.06% | 3.06% | $18.71B | Nov 26, 2025 | ▲ 44.9K |
WELLINGTON MANAGEMENT GROUP LLP state commercial banks | 1.74M | 2.82% | 2.82% | $17.24B | Nov 14, 2025 | ▼ 1.27M |
BOSTON PARTNERS state commercial banks | 1.68M | 2.73% | 2.73% | $16.64B | Nov 13, 2025 | ▲ 574.1K |
HOLDCO ASSET MANAGEMENT, LP state commercial banks | 1.62M | 2.64% | 2.64% | $16.12B | Nov 14, 2025 | — held |
GEODE CAPITAL MANAGEMENT, LLC state commercial banks | 1.58M | 2.56% | 2.56% | $15.66B | Nov 12, 2025 | ▲ 11.3K |
MANUFACTURERS LIFE INSURANCE COMPANY, THE state commercial banks | 1.27M | 2.06% | 2.06% | $12.56B | Nov 14, 2025 | ▼ 25.3K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2025 vs prior quarter
Q3 2025
31
Increased
+4.19M shares0
New Positions
first time holders17
Decreased
−1.94M shares0
Sold Out
fully exitedNet shares change (top 50)
+2.25M
+4.19M / −1.94M
Net new holders
+14
0 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
HTBK insider trading · insider activity
Source: SEC Form 4
0
Buy transactions
33
Sell transactions
0.00
Buy/Sell ratio
$2M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
SA THOMAS A EVP/COO | Apr 17, 2026 | D-Return | 37,576 | — | — | 0 | Form 4 ↗ |
SA THOMAS A EVP/COO | Apr 17, 2026 | D-Return | 13,831 | — | — | 0 | Form 4 ↗ |
Sabnani Janisha EVP/General Counsel/Corp Sec | Apr 17, 2026 | D-Return | 4,916 | — | — | 0 | Form 4 ↗ |
Sabnani Janisha EVP/General Counsel/Corp Sec | Apr 17, 2026 | D-Return | 9,290 | — | — | 0 | Form 4 ↗ |
Sutton Marina Park director | Apr 17, 2026 | D-Return | 123,994 | — | — | 0 | Form 4 ↗ |
Sutton Marina Park director | Apr 17, 2026 | D-Return | 2,470 | $5.50 | $13.6K | 0 | Form 4 ↗ |
Sutton Marina Park director | Apr 17, 2026 | D-Return | 2,470 | $7.12 | $17.6K | 0 | Form 4 ↗ |
Sutton Marina Park director | Apr 17, 2026 | D-Return | 2,470 | $10.77 | $26.6K | 0 | Form 4 ↗ |
Sutton Marina Park director | Apr 17, 2026 | D-Return | 2,470 | $10.31 | $25.5K | 0 | Form 4 ↗ |
Tam Jeannie SVP/Chief Accounting Officer | Apr 17, 2026 | D-Return | 6,233 | — | — | 0 | 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
Heritage Commerce Corp (HTBK) is primarily owned by institutional investors, who hold approximately 78.1% of total shares outstanding. Company insiders own approximately 1.24%, while retail and public investors account for the remaining 20.65%.
The largest institutional shareholder of Heritage Commerce Corp is BLACKROCK, INC., holding approximately 8.21 million shares — equal to 13.35% of outstanding shares — as of September 30, 2025.
A total of 191 institutional investors currently hold HTBK stock, with a combined institutional value of approximately $477,736,323 as of the most recent 13F filing period.
Frequently asked questions
HTBK ownershipHeritage Commerce Corp (HTBK) is primarily owned by institutional investors, who hold approximately 78.1% of shares. The largest shareholder is BLACKROCK, INC. with a 13.35% stake. Company insiders hold 1.24%. Data sourced from SEC Form 13F as of September 30, 2025.