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Disclosery

HTBK HERITAGE COMM CORP

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Common Stock (common)

183 managers (188 13F filers) reported a position in HTBK shares at 2025-09-30, 48,112,338 shares in all. 27 filers opened a position and 15 filers sold out during the quarter.

Managers
183
13F filers
188
New
27
Added
89
Reduced
44
Sold out
15
Shares held by filers
48,112,338

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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.8,210,106$81.5M<0.01%+285,61613F-HRTimelineGroup
VANGUARD GROUP INCin group VANGUARD GROUP INC3,946,682$39.2M<0.01%+390,97813F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP3,386,031$33.6M0.01%-37,57313F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP2,210,769$22M<0.01%+331,10113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,883,705$18.7M<0.01%+44,94813F-HR/ATimelineGroup
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…1,735,894$17.2M<0.01%-1,269,35513F-HRTimelineGroup
Boston Partnersin group Boston Trust Walden Corp1,676,777$16.6M0.02%+574,07013F-HRTimelineGroup
HoldCo Asset Management, LP1,623,446$16.1M1.7%013F-HRTimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC1,576,436$15.7M<0.01%+11,26813F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …1,265,333$12.6M0.01%-25,27913F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding1,151,063$11.4M+241,457Timeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC1,077,802$10.7M0.01%-3,08313F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,065,669$10.6M<0.01%-72,99713F-HRTimelineGroup
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC979,624$9.73M0.03%-376,21613F-HRTimeline
KENNEDY CAPITAL MANAGEMENT LLC836,340$8.3M0.18%-32,59213F-HRTimeline
Rhino Investment Partners, Inc795,180$7.9M2.49%+183,00513F-HRTimeline
Nuveen, LLCin group TIAA747,202$7.42M<0.01%+273,54713F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC684,819$6.8M<0.01%+222,84513F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.678,246$6.73M<0.01%+247,50013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.656,772$6.52M0.15%+16813F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP580,364$5.76M<0.01%-5,27413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY550,684$5.47M<0.01%+69,26113F-HR/ATimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co504,272$5.01M<0.01%-1,45513F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC488,400$4.85M0.01%+46,90013F-HRTimeline
UBS Group AGgroup of 2 filers holding421,853$4.19M+84,549Timeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp414,660$4.12M<0.01%-3,22313F-HRTimelineGroup
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …383,035$3.8M<0.01%+209,17213F-HRTimelineGroup
JACOBS LEVY EQUITY MANAGEMENT, INC360,543$3.58M0.01%+327,13813F-HRTimeline
BRIDGEWAY CAPITAL MANAGEMENT, LLC345,199$3.43M0.07%+24,26813F-HRTimeline
Cubist Systematic Strategies, LLC286,633$2.85M0.04%+263,77613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC283,706$2.82M<0.01%+29,63713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC279,695$2.78M<0.01%-4,53313F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC275,774$2.74M<0.01%-41,49113F-HRTimelineGroup
MALTESE CAPITAL MANAGEMENT LLCin group MALTESE CAPITAL MANAGEMENT LLC251,175$2.49M0.38%+61,17513F-HRTimelineGroup
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…218,384$2.17M0.01%+1,42313F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC217,719$2.16M<0.01%-2,98413F-HRTimelineGroup
Empowered Funds, LLC212,735$2.11M0.02%+24,26813F-HRTimeline
EJF Capital LP204,539$2.03M1.18%+7,75313F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC200,565$1.99M<0.01%-28,50913F-HR/ATimelineGroup
STATE BOARD OF ADMINISTRATION OF FLORID…191,936$1.91M<0.01%-34,38313F-HRTimeline
Creative Planningin group Creative Planning190,640$1.89M<0.01%+17,63513F-HRTimelineGroup
Rosenthal | Henry Capital Advisors, Inc.190,055$1.89M1.81%-63213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/189,439$1.88M<0.01%+97,05613F-HR/ATimelineGroup
Cerity Partners LLCin group Cerity Partners LLC167,742$1.67M<0.01%+14,99813F-HRTimelineGroup
PANAGORA ASSET MANAGEMENT INC151,334$1.5M0.01%+1,71713F-HRTimeline
Invesco Ltd.in group Invesco Ltd.139,326$1.38M<0.01%+1,55013F-HRTimelineGroup
Franklin Resourcesgroup of 2 filers holding126,961$1.26M+21,679Timeline
BANC FUNDS CO LLC121,539$1.21M0.21%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPgroup of 3 filers holding119,842$1.19M-62,941Timeline
VICTORY CAPITAL MANAGEMENT INC118,915$1.18M<0.01%-1,52513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC118,469$1.18M<0.01%+7213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA116,531$1.16M<0.01%+41,95213F-HRTimelineGroup
Robertson Stephens Wealth Management, L…114,880$1.14M0.03%new13F-HRTimeline
Swiss National Bank113,700$1.13M<0.01%013F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC106,556$1.06M<0.01%+4,78913F-HRTimelineGroup
RHUMBLINE ADVISERS92,427$918K<0.01%-17,01513F-HRTimeline
FIRST MANHATTAN CO. LLC.92,045$914K<0.01%013F-HRTimeline
Rafferty Asset Management, LLC90,017$894K<0.01%+43,21213F-HRTimeline
FMR LLCin group FMR LLC83,500$829K<0.01%+72,80613F-HRTimelineGroup
IEQ CAPITAL, LLC80,651$801K<0.01%+65,53413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN75,934$754K<0.01%+8,14713F-HRTimelineGroup
Versor Investments LP73,700$732K0.13%+14,70013F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…69,611$691K<0.01%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC68,844$684K<0.01%+1,73013F-HRTimelineGroup
Jump Financial, LLCin group Jump Financial, LLC67,830$674K0.01%-2,33713F-HR/ATimelineGroup
ALPS ADVISORS INCin group ALPS ADVISORS INC67,683$672K<0.01%013F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.66,557$661K<0.01%+23,38713F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO65,115$647K<0.01%-9,72913F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC65,087$646K<0.01%-30,66413F-HRTimelineGroup
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC64,976$645K<0.01%+45,35013F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC65,191$641K<0.01%+6,26013F-HRTimelineGroup
Fourthstone LLC62,000$616K0.11%+90013F-HRTimeline
Qube Research & Technologies Ltd61,709$613K<0.01%new13F-HRTimeline
STRS OHIO59,600$592K<0.01%013F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc58,488$581K<0.01%013F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.57,468$571K0.02%-1,14513F-HRTimeline
CALIFORNIA STATE TEACHERS RETIREMENT SY…53,908$535K<0.01%+3,73413F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.50,818$505K<0.01%+16,90913F-HRTimelineGroup
MENDON CAPITAL ADVISORS CORP50,000$496K0.23%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC48,591$479K0.01%013F-HRTimeline
Man Group plcin group Man Group plc48,108$478K<0.01%-19,76413F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\46,986$467K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC45,732$454K<0.01%+25,44513F-HRTimelineGroup
Campbell & CO Investment Adviser LLC43,339$430K0.03%+4,17913F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd42,153$419K0.02%+30,78813F-HRTimelineGroup
PRINCETON CAPITAL MANAGEMENT LLC42,041$417K0.11%+22,00013F-HRTimeline
Trexquant Investment LP41,704$414K<0.01%+4,85313F-HRTimeline
Quantinno Capital Management LP40,298$400K<0.01%+17,30213F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…40,248$400K<0.01%+11,59413F-HRTimeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …37,488$372K<0.01%+5,89913F-HRTimelineGroup
SG Americas Securities, LLC36,177$359K<0.01%new13F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP34,738$345K<0.01%-5,62513F-HRTimelineGroup
Arax Advisory Partners34,372$341K<0.01%new13F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…33,876$336K<0.01%-4,69813F-HRTimelineGroup
Verition Fund Management LLC32,305$321K<0.01%-47,48313F-HRTimeline
Aquatic Capital Management LLC32,258$320K0.01%-99813F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/31,501$313K<0.01%+1,78413F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC29,704$295K<0.01%+33113F-HRTimeline
Bleakley Financial Group, LLC29,635$294K0.01%new13F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC29,552$293K0.01%-81613F-HRTimeline
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…28,166$280K<0.01%-4,67913F-HRTimelineGroup
JANUS HENDERSON GROUP PLCin group Janus Henderson27,118$269K<0.01%013F-HRTimelineGroup
Connor, Clark & Lunn Investment Managem…25,678$255K<0.01%+14,91913F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth25,179$250K<0.01%-11,62713F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…25,130$248K<0.01%-3,92213F-HRTimeline
Destination Wealth Management24,700$245K0.01%013F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC24,385$242K<0.01%013F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC24,299$241K0.01%+77813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV22,901$227K<0.01%new13F-HRTimeline
SENTINEL TRUST CO LBA22,500$223K0.02%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS21,977$218K<0.01%+14,05513F-HRTimelineGroup
Orion Porfolio Solutions, LLC20,941$208K<0.01%new13F-HRTimeline
DIVERSIFIED TRUST CO20,469$203K<0.01%+1,71713F-HRTimeline
GSA CAPITAL PARTNERS LLP20,147$200K0.02%-100,72613F-HRTimeline
Police & Firemen's Retirement System of…17,943$178K<0.01%+3,27513F-HRTimeline
ARIZONA STATE RETIREMENT SYSTEM17,298$172K<0.01%+22513F-HRTimeline
Engineers Gate Manager LP16,809$167K<0.01%new13F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND15,886$158K<0.01%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC15,874$158K<0.01%new13F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP15,579$155K<0.01%+3,14413F-HRTimelineGroup
Caprock Group, LLC14,974$155K<0.01%13F-HRTimeline
Icon Wealth Advisors, LLC15,033$149K0.01%+2,89513F-HRTimeline
AlphaQuest LLC13,300$132K0.01%-28,35213F-HRTimeline
Holcombe Financial, Inc.12,595$125K0.09%013F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…12,353$123K<0.01%-25,56313F-HRTimeline
NorthCrest Asset Manangement, LLC12,291$121K<0.01%new13F-HRTimeline
Dynamic Technology Lab Private Ltd11,459$114K0.02%new13F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC11,406$113K0.02%+113F-HRTimeline
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co11,268$112K<0.01%-1413F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS10,776$107K<0.01%new13F-HRTimeline
Aigen Investment Management, LP10,367$103K0.02%new13F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC10,255$102K0.02%new13F-HRTimelineGroup
ProShare Advisors LLC10,253$102K<0.01%-2,04313F-HRTimeline
D.A. DAVIDSON & CO.10,210$101K<0.01%new13F-HRTimeline
KLP KAPITALFORVALTNING AS10,100$100K<0.01%013F-HRTimeline
One Wealth Advisors, LLC10,045$99.7K0.01%013F-HRTimeline
NISA INVESTMENT ADVISORS, LLC8,393$83.3K<0.01%+1313F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…6,433$63.9K<0.01%+5,06113F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…5,911$58.7K<0.01%+50813F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…5,845$58K<0.01%013F-HRTimelineGroup
Larson Financial Group LLC5,620$55.8K<0.01%+4,67613F-HRTimeline
GROUP ONE TRADING LLC5,100$50.6K<0.01%new13F-HRTimeline
Parkside Financial Bank & Trust5,026$49.9K<0.01%+1,81513F-HRTimeline
SIGNATUREFD, LLC4,995$49.6K<0.01%013F-HRTimeline
PFS Partners, LLC4,823$47.9K0.02%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,816$47.8K<0.01%-5,93313F-HRTimelineGroup
Sterling Capital Management LLC4,137$41.1K<0.01%+2,54013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,703$36.8K<0.01%-1613F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…3,624$36K<0.01%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,310$32.9K<0.01%+49413F-HRTimelineGroup
GAMMA Investing LLC3,112$30.9K<0.01%+35113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,067$30.7K<0.01%+1,44713F-HRTimelineGroup
Allworth Financial LP2,625$26.1K<0.01%+81813F-HRTimeline
Parallel Advisors, LLC2,564$25.5K<0.01%013F-HRTimeline
Essential Partners LLC2,466$24.5K0.01%+2,06213F-HRTimeline
State of Alaska, Department of Revenue2,429$24K<0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC2,396$23K<0.01%new13F-HRTimeline
AMALGAMATED BANK2,012$20K<0.01%013F-HRTimeline
Clearstead Advisors, LLC1,568$15.6K<0.01%+52213F-HRTimeline
Smartleaf Asset Management LLC1,525$15.2K<0.01%+32213F-HRTimeline
Point72 (DIFC) Ltd1,296$12.9K<0.01%new13F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …1,037$10K<0.01%+7813F-HRTimelineGroup
Covestor Ltd871$9K<0.01%+86013F-HRTimeline
Wealthspire Advisors, LLC462$4.59K<0.01%new13F-HRTimeline
COMERICA BANK434$4.31K<0.01%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB421$4.18K<0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK396$3.93K<0.01%013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC389$3.86K<0.01%+10913F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.374$3.71K<0.01%new13F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.318$3.16K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc288$2.86K<0.01%+12013F-HR/ATimeline
MAI Capital Management281$2.79K<0.01%-39813F-HRTimeline
True Wealth Design, LLC237$2.35K<0.01%+22713F-HRTimeline
Physician Wealth Advisors, Inc.209$2.08K<0.01%+4913F-HRTimeline
Versant Capital Management, Inc190$1.89K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC71$705<0.01%+2413F-HRTimeline
SBI Securities Co., Ltd.55$546<0.01%+313F-HRTimeline
Root Financial Partners, LLC52$516<0.01%new13F-HRTimeline
Bruce G. Allen Investments, LLC52$516<0.01%+1913F-HRTimeline
FINANCIAL CONSULATE, INC46$457<0.01%new13F-HRTimeline
Private Wealth Asset Management, LLC24$238<0.01%013F-HRTimeline
Caitong International Asset Management …3$30<0.01%-913F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC7$00%-3913F-HRTimelineGroupValue filed as zero, left out of ratios.