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Disclosery

HTBK HERITAGE COMM CORP

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Common Stock (common)

183 managers (186 13F filers) reported a position in HTBK shares at 2025-03-31, 47,197,975 shares in all. 26 filers opened a position and 19 filers sold out during the quarter.

Managers
183
13F filers
186
New
26
Added
69
Reduced
61
Sold out
19
Shares held by filers
47,197,975

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BlackRock, Inc.in group BlackRock, Inc.8,035,622$76.5M<0.01%-127,09913F-HRTimelineGroup
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…3,796,472$36.1M0.01%+1,493,85713F-HRTimelineGroup
VANGUARD GROUP INCin group VANGUARD GROUP INC3,495,577$33.3M<0.01%+108,50513F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP3,410,761$32.5M0.01%+18,07313F-HRTimelineGroup
FJ Capital Management LLC2,364,824$22.5M2.33%-675,98213F-HRTimeline
STATE STREET CORPin group STATE STREET CORP1,963,577$18.7M<0.01%-158,72813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,946,679$18.5M<0.01%-99,73113F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC1,477,939$14.1M<0.01%+51,12313F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …1,318,446$12.6M0.01%+11,26313F-HRTimelineGroup
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC1,277,630$12.2M0.04%+525,06013F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC1,098,042$10.5M0.01%-31,86813F-HRTimelineGroup
Boston Partnersin group Boston Trust Walden Corp1,080,443$10.2M0.01%-484,29813F-HRTimelineGroup
KENNEDY CAPITAL MANAGEMENT LLC887,890$8.45M0.2%+305,31813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC887,200$8.45M<0.01%-170,59613F-HR/ATimelineGroup
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding873,471$8.32M-3,274Timeline
AlTi Global, Inc.in group AlTi Global, Inc.656,575$6.25M0.16%+2,40013F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP583,801$5.56M<0.01%-6,01313F-HRTimelineGroup
Rhino Investment Partners, Inc548,507$5.22M1.29%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY537,079$5.11M<0.01%-184,60313F-HRTimelineGroup
Nuveen, LLCin group TIAA510,656$4.86M<0.01%13F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co488,456$4.65M<0.01%-12,18113F-HR/ATimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp411,640$3.92M<0.01%-5,56313F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.360,636$3.43M<0.01%+26,53013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC337,658$3.21M<0.01%-18,37213F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC321,500$3.06M<0.01%+54,00013F-HRTimeline
BRIDGEWAY CAPITAL MANAGEMENT, LLC304,330$2.9M0.07%+13,51913F-HRTimeline
PANAGORA ASSET MANAGEMENT INC300,411$2.86M0.01%-2,90313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC274,621$2.61M<0.01%+55,13413F-HRTimelineGroup
EJF Capital LP256,516$2.44M1.55%-23,39313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC253,221$2.41M<0.01%-169,25613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC239,659$2.28M<0.01%+7,10013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC235,489$2.24M<0.01%+140,87313F-HRTimelineGroup
STATE BOARD OF ADMINISTRATION OF FLORID…230,346$2.19M<0.01%+2,37413F-HRTimeline
UBS Group AGgroup of 2 filers holding221,551$2.11M-35,250Timeline
Cubist Systematic Strategies, LLC200,428$1.91M0.03%+137,27413F-HRTimeline
Assenagon Asset Management S.A.198,872$1.89M<0.01%-264,90213F-HRTimeline
Rosenthal | Henry Capital Advisors, Inc.193,917$1.85M1.86%-9,92013F-HRTimeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…192,196$1.83M0.01%-118,71913F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC188,073$1.79M<0.01%-36,04013F-HR/ATimelineGroup
Empowered Funds, LLC171,866$1.64M0.02%+13,51913F-HRTimeline
BANC FUNDS CO LLC169,539$1.61M0.21%-5,00013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.167,338$1.59M<0.01%-20,78813F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPgroup of 2 filers holding150,918$1.44M+57,154Timeline
Cerity Partners LLCin group Cerity Partners LLC148,300$1.41M<0.01%+2,72613F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC144,919$1.38M<0.01%+88,80113F-HR/ATimelineGroup
Atom Investors LP138,898$1.32M0.16%-41613F-HRTimeline
ENDEAVOUR CAPITAL ADVISORS INC135,580$1.29M0.48%-459,96613F-HRTimeline
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …131,283$1.25M<0.01%+111,72813F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC127,000$1.21M<0.01%013F-HRTimeline
Creative Planningin group Creative Planning124,875$1.19M<0.01%+18,43113F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC118,431$1.13M0.01%+3413F-HRTimelineGroup
Swiss National Bank113,700$1.08M<0.01%013F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC103,304$983K<0.01%-97,21813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/102,825$979K<0.01%-10,33513F-HRTimelineGroup
Verition Fund Management LLC101,405$965K0.01%+41,42513F-HRTimeline
FIRST MANHATTAN CO. LLC.92,045$876K<0.01%013F-HRTimeline
RHUMBLINE ADVISERS91,292$869K<0.01%-4,29913F-HR/ATimeline
SummerHaven Investment Management, LLC90,202$859K0.6%+1,48413F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources88,201$840K<0.01%+41,80013F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO78,401$746K<0.01%+14,83613F-HR/ATimelineGroup
Versor Investments LP74,500$709K0.12%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA74,638$709K<0.01%-3,31613F-HR/ATimelineGroup
ALPS ADVISORS INCin group ALPS ADVISORS INC70,237$669K<0.01%-2,55413F-HRTimelineGroup
AlphaQuest LLC65,244$621K0.07%+2,81813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN63,774$607K<0.01%+6,24113F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc58,488$557K<0.01%013F-HRTimelineGroup
Elizabeth Park Capital Advisors, Ltd.58,267$555K0.5%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS57,968$552K<0.01%-3,60313F-HRTimelineGroup
STRS OHIO57,500$547K<0.01%-2,20013F-HRTimeline
CALIFORNIA STATE TEACHERS RETIREMENT SY…54,493$519K<0.01%013F-HRTimeline
Rafferty Asset Management, LLC53,161$506K<0.01%-19,87613F-HRTimeline
JACOBS LEVY EQUITY MANAGEMENT, INC52,955$504K<0.01%new13F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC51,800$493K0.01%+11,80013F-HR/ATimelineGroup
Graham Capital Management, L.P.49,948$476K0.02%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC48,591$463K0.01%013F-HRTimeline
Hennion & Walsh Asset Management, Inc.47,856$456K0.02%+11,01613F-HRTimeline
GSA CAPITAL PARTNERS LLP47,294$450K0.04%-18,18813F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\46,986$447K<0.01%-13,87313F-HRTimelineGroup
INTECH INVESTMENT MANAGEMENT LLC46,876$446K<0.01%+15,01713F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.45,899$437K<0.01%new13F-HRTimelineGroup
OCCUDO QUANTITATIVE STRATEGIES LP45,770$437K0.06%+15,28513F-HRTimeline
Numerai GP LLC44,252$421K0.08%new13F-HRTimeline
ExodusPoint Capital Management, LP40,048$381K0.01%-95,51513F-HRTimeline
Trexquant Investment LP39,354$375K<0.01%-54,90313F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC38,831$371K<0.01%new13F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC38,821$370K<0.01%+2,14813F-HRTimelineGroup
Y-Intercept (Hong Kong) Ltd38,598$367K0.02%+28,06913F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…37,916$361K<0.01%013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP37,812$360K<0.01%-56713F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth35,541$338K<0.01%+7713F-HR/ATimelineGroup
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…35,402$337K<0.01%+1,48213F-HRTimelineGroup
Allianz Asset Management GmbHin group Allianz SE34,700$330K<0.01%+3,80013F-HRTimelineGroup
Qube Research & Technologies Ltd34,393$327K<0.01%-10,82713F-HRTimeline
Man Group plcin group Man Group plc33,745$321K<0.01%new13F-HRTimelineGroup
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC33,390$316K<0.01%new13F-HRTimelineGroup
Mach-1 Financial Group, LLC32,933$314K0.09%new13F-HRTimeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …31,589$301K<0.01%new13F-HRTimelineGroup
Dynamic Technology Lab Private Ltd31,465$300K0.04%-19,69613F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…31,126$296K<0.01%-7,53013F-HRTimelineGroup
HRT FINANCIAL LP31,116$296K<0.01%-30,60113F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC29,623$282K0.01%+28213F-HRTimeline
Corebridge Financial, Inc.in group Corebridge Financial, Inc.29,199$278K<0.01%-43213F-HRTimelineGroup
Balyasny Asset Management L.P.in group Balyasny Asset Management27,528$262K<0.01%+5,20713F-HRTimelineGroup
LPL Financial LLC27,474$262K<0.01%-3,61113F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson27,118$259K<0.01%013F-HRTimelineGroup
PRICE T ROWE ASSOCIATES INC /MD/26,174$250K<0.01%+3,57413F-HRTimeline
QUADRANT CAPITAL GROUP LLC25,665$244K0.01%+11,83413F-HRTimeline
Semanteon Capital Management, LP24,406$232K0.13%new13F-HRTimeline
SENTINEL TRUST CO LBA22,500$214K0.03%013F-HRTimeline
FMR LLCin group FMR LLC20,659$197K<0.01%+1,27913F-HRTimelineGroup
PRINCETON CAPITAL MANAGEMENT LLC20,041$191K0.07%+3,00013F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC19,324$184K<0.01%-2,17613F-HR/ATimelineGroup
DIVERSIFIED TRUST CO18,913$180K<0.01%+16113F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.18,418$175K<0.01%-8,59913F-HR/ATimelineGroup
Centiva Capital, LP18,157$173K0.01%new13F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC16,758$160K<0.01%-43013F-HRTimelineGroup
ARIZONA STATE RETIREMENT SYSTEM16,690$159K<0.01%-19413F-HRTimeline
SG Americas Securities, LLC16,601$158K<0.01%-29,16213F-HRTimeline
Quantinno Capital Management LP16,394$156K<0.01%+5,29513F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND15,886$151K<0.01%-2,70013F-HR/ATimeline
Zurcher Kantonalbank (Zurich Cantonalba…15,442$147K<0.01%-15,36413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…14,905$142K<0.01%-9,83113F-HRTimeline
Police & Firemen's Retirement System of…14,668$140K<0.01%013F-HRTimeline
Caprock Group, LLC14,542$138K<0.01%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP14,101$134K<0.01%+16913F-HRTimelineGroup
KLP KAPITALFORVALTNING AS13,700$130K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC13,391$127K<0.01%+22213F-HRTimelineGroup
CIBC WORLD MARKETS CORP13,225$126K<0.01%new13F-HRTimeline
Quantbot Technologies LP13,120$125K<0.01%+2,99713F-HRTimeline
TWO SIGMA SECURITIES, LLC12,935$123K0.02%+2,58013F-HRTimeline
ProShare Advisors LLC12,901$123K<0.01%-3,88413F-HRTimeline
Aigen Investment Management, LP12,684$121K0.02%-3,18213F-HRTimeline
Holcombe Financial, Inc.12,595$120K0.1%013F-HRTimeline
SHERBROOKE PARK ADVISERS LLC12,462$119K0.06%new13F-HRTimeline
Aquatic Capital Management LLC11,762$112K<0.01%-11,76313F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC11,404$109K0.02%+113F-HR/ATimeline
Point72 (DIFC) Ltd10,955$104K0.01%+2,74213F-HRTimeline
MARTINGALE ASSET MANAGEMENT L P10,800$103K<0.01%new13F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC10,602$101K0.01%013F-HRTimeline
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co10,575$100K<0.01%+46713F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co10,220$97.3K<0.01%new13F-HRTimelineGroup
One Wealth Advisors, LLC10,045$95.6K0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.9,421$89.7K<0.01%+8,56713F-HRTimelineGroup
NISA INVESTMENT ADVISORS, LLC9,062$86.3K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…7,145$68K<0.01%-7,32613F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…5,845$55.6K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\5,789$55.1K<0.01%+2,31613F-HRTimelineGroup
SIGNATUREFD, LLC5,771$54.9K<0.01%+56413F-HRTimeline
PFS Partners, LLC4,823$45.9K0.02%013F-HRTimeline
Parallel Advisors, LLC3,293$31.3K<0.01%+4213F-HRTimeline
Parkside Financial Bank & Trust3,285$31.3K<0.01%+9213F-HRTimeline
Quarry LP3,014$28.7K0.01%-13913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,851$27.1K<0.01%+1,68013F-HRTimelineGroup
GAMMA Investing LLC2,480$23.6K<0.01%-22813F-HR/ATimeline
Smartleaf Asset Management LLC2,439$23.3K<0.01%-7713F-HRTimeline
Riverview Trust Co2,203$21K0.02%013F-HRTimeline
AMALGAMATED BANK2,012$19K<0.01%013F-HRTimeline
Allworth Financial LP1,534$14K<0.01%+1,10813F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,465$13.9K<0.01%+2913F-HRTimelineGroup
Lindbrook Capital, LLC1,413$13.5K<0.01%+4913F-HRTimeline
SUMMIT SECURITIES GROUP LLC1,067$10.2K0.01%new13F-HRTimeline
Sterling Capital Management LLC1,028$9.79K<0.01%-88213F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC533$5.08K<0.01%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK444$4.23K<0.01%-2413F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB421$4.01K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC453$4K<0.01%new13F-HRTimeline
NewSquare Capital LLC295$2.81K<0.01%013F-HRTimeline
Versant Capital Management, Inc190$1.81K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC155$1.48K<0.01%+9513F-HRTimeline
Covestor Ltd126$1K<0.01%+2613F-HRTimeline
Physician Wealth Advisors, Inc.95$905<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…84$799<0.01%+1013F-HRTimeline
Farther Finance Advisors, LLC65$615<0.01%013F-HRTimeline
SBI Securities Co., Ltd.50$476<0.01%013F-HRTimeline
Stephens Consulting, LLC40$381<0.01%new13F-HRTimeline
True Wealth Design, LLC38$362<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…33$314<0.01%+213F-HRTimelineGroup
Bruce G. Allen Investments, LLC33$314<0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA25$238<0.01%new13F-HRTimeline
Private Wealth Asset Management, LLC24$228<0.01%13F-HRTimeline
Caitong International Asset Management …13$124<0.01%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC46$00%new13F-HRTimelineGroupValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.