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Disclosery

HTBK HERITAGE COMM CORP

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Common Stock (common)

171 managers (176 13F filers) reported a position in HTBK shares at 2025-06-30, 47,896,577 shares in all. 21 filers opened a position and 31 filers sold out during the quarter.

Managers
171
13F filers
176
New
21
Added
64
Reduced
63
Sold out
31
Shares held by filers
47,896,577

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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.7,924,490$78.7M<0.01%-111,13213F-HRTimelineGroup
VANGUARD GROUP INCin group VANGUARD GROUP INC3,555,704$35.3M<0.01%+60,12713F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP3,423,604$34M0.01%+12,84313F-HRTimelineGroup
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…3,005,249$29.8M0.01%-791,22313F-HRTimelineGroup
FJ Capital Management LLC2,344,722$23.3M2.47%-20,10213F-HRTimeline
STATE STREET CORPin group STATE STREET CORP1,879,668$18.7M<0.01%-83,90913F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,838,757$18.3M<0.01%-107,92213F-HRTimelineGroup
HoldCo Asset Management, LP1,623,446$16.1M2.52%13F-HRTimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC1,565,168$15.5M<0.01%+87,22913F-HRTimelineGroup
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC1,355,840$13.5M0.04%+78,21013F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …1,290,612$12.8M0.01%-27,83413F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,138,666$11.3M<0.01%+251,46613F-HRTimelineGroup
Boston Partnersin group Boston Trust Walden Corp1,102,707$10.8M0.01%+22,26413F-HR/ATimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC1,080,885$10.7M0.01%-17,15713F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding909,606$9.03M+36,135Timeline
KENNEDY CAPITAL MANAGEMENT LLC868,932$8.63M0.21%-18,95813F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.656,604$6.52M0.16%+2913F-HRTimelineGroup
Rhino Investment Partners, Inc612,175$6.08M1.66%+63,66813F-HR/ATimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP585,638$5.82M<0.01%+1,83713F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co505,727$5.02M<0.01%+17,27113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY481,423$4.78M<0.01%-55,65613F-HRTimelineGroup
Nuveen, LLCin group TIAA473,655$4.7M<0.01%-37,00113F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC461,974$4.59M<0.01%+124,31613F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC441,500$4.38M0.01%+120,00013F-HRTimeline
ALLIANCEBERNSTEIN L.P.430,746$4.28M<0.01%+70,11013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp417,883$4.15M<0.01%+6,24313F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding337,304$3.35M+115,753Timeline
BRIDGEWAY CAPITAL MANAGEMENT, LLC320,931$3.19M0.08%+16,60113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC317,265$3.15M<0.01%+64,04413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC284,228$2.82M<0.01%+44,56913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC254,069$2.52M<0.01%+18,58013F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC229,074$2.27M<0.01%+41,00113F-HR/ATimelineGroup
STATE BOARD OF ADMINISTRATION OF FLORID…226,319$2.25M<0.01%-4,02713F-HRTimeline
CITIGROUP INCin group CITIGROUP INC220,703$2.19M<0.01%-53,91813F-HRTimelineGroup
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…216,961$2.15M0.01%+24,76513F-HRTimelineGroup
EJF Capital LP196,786$1.95M1.55%-59,73013F-HRTimeline
Rosenthal | Henry Capital Advisors, Inc.190,687$1.89M1.91%-3,23013F-HRTimeline
MALTESE CAPITAL MANAGEMENT LLCin group MALTESE CAPITAL MANAGEMENT LLC190,000$1.89M0.26%new13F-HRTimelineGroup
Empowered Funds, LLC188,467$1.87M0.02%+16,60113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPgroup of 3 filers holding182,783$1.82M+31,865Timeline
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …173,863$1.73M<0.01%+42,58013F-HRTimelineGroup
Creative Planningin group Creative Planning173,005$1.72M<0.01%+48,13013F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC152,744$1.52M<0.01%+4,44413F-HRTimelineGroup
PANAGORA ASSET MANAGEMENT INC149,617$1.49M0.01%-150,79413F-HRTimeline
Invesco Ltd.in group Invesco Ltd.137,776$1.37M<0.01%-29,56213F-HRTimelineGroup
BANC FUNDS CO LLC121,539$1.21M0.18%-48,00013F-HRTimeline
GSA CAPITAL PARTNERS LLP120,873$1.2M0.08%+73,57913F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC120,440$1.2M<0.01%-6,56013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC118,397$1.18M0.01%-3413F-HRTimelineGroup
Swiss National Bank113,700$1.13M<0.01%013F-HRTimeline
RHUMBLINE ADVISERS109,442$1.09M<0.01%+18,15013F-HRTimeline
Franklin Resourcesgroup of 2 filers holding105,282$1.05M+17,081Timeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC101,767$1.01M<0.01%-1,53713F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC95,751$951K<0.01%-49,16813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/92,383$917K<0.01%-10,44213F-HRTimelineGroup
FIRST MANHATTAN CO. LLC.92,045$914K<0.01%013F-HRTimeline
SummerHaven Investment Management, LLC91,792$911K0.6%+1,59013F-HRTimeline
Verition Fund Management LLC79,788$792K<0.01%-21,61713F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO74,844$743K<0.01%-3,55713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA74,579$740K<0.01%-5913F-HR/ATimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP72,969$725K<0.01%new13F-HRTimelineGroup
Jump Financial, LLCin group Jump Financial, LLC70,167$697K0.01%+18,36713F-HR/ATimelineGroup
Man Group plcin group Man Group plc67,872$674K<0.01%+34,12713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN67,787$673K<0.01%+4,01313F-HRTimelineGroup
ALPS ADVISORS INCin group ALPS ADVISORS INC67,683$672K<0.01%-2,55413F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC67,114$666K<0.01%+28,29313F-HRTimelineGroup
Fourthstone LLC61,100$607K0.12%new13F-HRTimeline
STRS OHIO59,600$592K<0.01%+2,10013F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC58,931$589K<0.01%+20,10013F-HRTimelineGroup
Versor Investments LP59,000$586K0.1%-15,50013F-HRTimeline
Hennion & Walsh Asset Management, Inc.58,613$582K0.02%+10,75713F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc58,488$581K<0.01%013F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…50,174$498K<0.01%-4,31913F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC48,591$483K0.01%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\46,986$467K<0.01%013F-HRTimelineGroup
Rafferty Asset Management, LLC46,805$465K<0.01%-6,35613F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.43,170$429K<0.01%-2,72913F-HRTimelineGroup
AlphaQuest LLC41,652$414K0.04%-23,59213F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP40,363$401K<0.01%+2,55113F-HRTimelineGroup
Campbell & CO Investment Adviser LLC39,160$389K0.02%new13F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…38,574$383K<0.01%+7,44813F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…37,916$377K<0.01%013F-HRTimeline
Trexquant Investment LP36,851$366K<0.01%-2,50313F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth36,806$365K<0.01%+1,26513F-HRTimelineGroup
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.33,909$337K<0.01%+15,49113F-HRTimelineGroup
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…33,589$334K<0.01%new13F-HRTimelineGroup
JACOBS LEVY EQUITY MANAGEMENT, INC33,405$332K<0.01%-19,55013F-HRTimeline
Aquatic Capital Management LLC33,256$330K0.01%+21,49413F-HRTimeline
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…32,845$326K<0.01%-2,55713F-HRTimelineGroup
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …31,589$314K<0.01%013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…29,052$311K<0.01%+14,14713F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC30,368$302K0.01%+74513F-HRTimeline
HRT FINANCIAL LP30,289$300K<0.01%-82713F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/29,717$296K<0.01%+3,54313F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC29,373$292K<0.01%-17,50313F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…28,654$285K<0.01%+13,21213F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson27,118$269K<0.01%013F-HRTimelineGroup
Graham Capital Management, L.P.25,827$256K0.01%-24,12113F-HRTimeline
Destination Wealth Management24,700$245K0.01%new13F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC24,385$242K<0.01%-9,00513F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC23,521$234K0.01%-2,14413F-HRTimeline
Quantinno Capital Management LP22,996$228K<0.01%+6,60213F-HRTimeline
Cubist Systematic Strategies, LLC22,857$227K<0.01%-177,57113F-HRTimeline
SENTINEL TRUST CO LBA22,500$223K0.02%013F-HRTimeline
CWM, LLCin group CWM, LLC20,287$201K<0.01%+6,89613F-HRTimelineGroup
PRINCETON CAPITAL MANAGEMENT LLC20,041$199K0.06%013F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC19,826$197K<0.01%+3,06813F-HRTimelineGroup
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC19,626$195K<0.01%+30213F-HRTimelineGroup
Centiva Capital, LP19,118$190K0.01%+96113F-HRTimeline
DIVERSIFIED TRUST CO18,752$186K<0.01%-16113F-HRTimeline
ARIZONA STATE RETIREMENT SYSTEM17,073$170K<0.01%+38313F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND15,886$158K<0.01%013F-HR/ATimeline
IEQ CAPITAL, LLC15,117$150K<0.01%new13F-HRTimeline
Police & Firemen's Retirement System of…14,668$146K<0.01%013F-HRTimeline
Holcombe Financial, Inc.12,595$125K0.09%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP12,435$123K<0.01%-1,66613F-HRTimelineGroup
Quantbot Technologies LP12,410$123K<0.01%-71013F-HRTimeline
ProShare Advisors LLC12,296$122K<0.01%-60513F-HRTimeline
Icon Wealth Advisors, LLC12,138$121K0.01%new13F-HRTimeline
INCEPTIONR LLC11,442$114K0.03%new13F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC11,405$113K0.02%+113F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd11,365$113K<0.01%new13F-HRTimelineGroup
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co11,282$112K<0.01%+70713F-HRTimelineGroup
Connor, Clark & Lunn Investment Managem…10,759$107K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…10,749$107K<0.01%+3,60413F-HRTimelineGroup
FMR LLCin group FMR LLC10,694$106K<0.01%-9,96513F-HRTimelineGroup
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC10,602$105K0.01%013F-HRTimeline
KLP KAPITALFORVALTNING AS10,100$100K<0.01%-3,60013F-HRTimeline
One Wealth Advisors, LLC10,045$99.7K0.01%013F-HRTimeline
NISA INVESTMENT ADVISORS, LLC8,380$83.2K<0.01%-68213F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS7,922$78.7K<0.01%-50,04613F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…5,845$58K<0.01%013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…5,403$53.7K<0.01%+5,37013F-HRTimelineGroup
SIGNATUREFD, LLC4,995$49.6K<0.01%-77613F-HRTimeline
PFS Partners, LLC4,823$47.9K0.02%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,719$36.9K<0.01%-2,07013F-HRTimelineGroup
Parkside Financial Bank & Trust3,211$31.9K<0.01%-7413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,816$28K<0.01%-3513F-HRTimelineGroup
GAMMA Investing LLC2,761$27.4K<0.01%+28113F-HRTimeline
Parallel Advisors, LLC2,564$25.5K<0.01%-72913F-HRTimeline
AMALGAMATED BANK2,012$20K<0.01%013F-HRTimeline
Allworth Financial LP1,807$17.9K<0.01%+27313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,620$16.1K<0.01%-7,80113F-HR/ATimelineGroup
Sterling Capital Management LLC1,597$15.9K<0.01%+56913F-HR/ATimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,372$13.6K<0.01%-9313F-HRTimelineGroup
Smartleaf Asset Management LLC1,203$11.8K<0.01%-1,23613F-HRTimeline
Clearstead Advisors, LLC1,046$10.4K<0.01%new13F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …959$10K<0.01%new13F-HRTimelineGroup
Larson Financial Group LLC944$9.37K<0.01%new13F-HRTimeline
MAI Capital Management679$6.74K<0.01%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB421$4.18K<0.01%013F-HRTimeline
Essential Partners LLC404$4.01K<0.01%13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK396$3.93K<0.01%-4813F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.318$3.16K<0.01%new13F-HRTimelineGroup
Brooklyn Investment Group307$3.05K<0.01%new13F-HR/ATimeline
NewSquare Capital LLC295$2.93K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC280$2.78K<0.01%+12513F-HRTimeline
Versant Capital Management, Inc190$1.89K<0.01%013F-HRTimeline
IFP Advisors, Inc168$1.67K<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.160$1.59K<0.01%+6513F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…84$833<0.01%013F-HRTimeline
SBI Securities Co., Ltd.52$516<0.01%+213F-HRTimeline
Farther Finance Advisors, LLC47$467<0.01%-1813F-HRTimeline
Bruce G. Allen Investments, LLC33$328<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC24$238<0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC23$228<0.01%new13F-HRTimeline
Caitong International Asset Management …12$119<0.01%-113F-HRTimeline
True Wealth Design, LLC10$100<0.01%-2813F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC46$00%013F-HRTimelineGroupValue filed as zero, left out of ratios.
Covestor Ltd11$00%-11513F-HRTimelineValue 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.