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Heritage Commerce Corp (HTBK)

CUSIP: 426927109 | NYSE | Financial Services · Banks - Regional | Small Cap | 540 institutional holders

Quarters

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025
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Beneficial Ownership — 13D / 13G

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5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/ADimensional Fund Advisors LP00.0%No shares heldJun 30, 20263,395,041 sh (Mar 31, 2026)
13G/ADimensional Fund Advisors LP0
0.0% of class · Jun 30, 2026No shares held
3,395,041 sh (Mar 31, 2026)

Institutional Holders — Q2 2026

Liberty Wealth Management LLC11,407
0.0% of portfolio›$142.4K
IFP Advisors, Inc764
0.0% of portfolio›$10.3K
StyleTurnoverLocationFiled
Liberty Wealth Management LLC
11,407$142.4K0.0%ETFVery LowOakland, CA2026-08-06
IFP Advisors, Inc
764$10.3K0.0%GrowthLowTampa, FL2026-07-20