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Disclosery

HTBK HERITAGE COMM CORP

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Common Stock (common)

194 managers (201 13F filers) reported a position in HTBK shares at 2025-12-31, 49,499,392 shares in all. 28 filers opened a position and 18 filers sold out during the quarter.

Managers
194
13F filers
201
New
28
Added
66
Reduced
69
Sold out
18
Shares held by filers
49,499,392

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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.8,343,358$100M<0.01%+133,25213F-HRTimelineGroup
VANGUARD GROUP INCin group VANGUARD GROUP INC3,444,057$41.4M<0.01%-502,62513F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP3,273,142$39.3M0.01%-112,88913F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP1,969,703$23.7M<0.01%-241,06613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,652,912$19.9M<0.01%-230,79313F-HRTimelineGroup
HoldCo Asset Management, LP1,623,446$19.5M1.47%013F-HRTimeline
Boston Partnersin group Boston Trust Walden Corp1,567,432$18.9M0.02%-109,34513F-HRTimelineGroup
FIRST TRUST ADVISORS LPgroup of 2 filers holding1,575,032$18.9M+1,540,294Timeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,538,801$18.5M<0.01%+473,13213F-HR/ATimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC1,533,949$18.4M<0.01%-42,48713F-HRTimelineGroup
Balyasny Asset Management L.P.in group Balyasny Asset Management1,301,168$15.6M0.03%new13F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCgroup of 2 filers holding1,245,515$15M+560,696Timeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …1,235,007$14.8M0.01%-30,32613F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC1,059,389$12.7M0.01%-18,41313F-HRTimelineGroup
KENNEDY CAPITAL MANAGEMENT LLC1,003,248$12M0.26%+166,90813F-HRTimeline
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC969,474$11.6M0.03%-10,15013F-HRTimeline
ALLIANCEBERNSTEIN L.P.763,246$9.17M<0.01%+85,00013F-HRTimeline
Versor Investments LP740,090$8.89M1.39%+666,39013F-HRTimeline
Qube Research & Technologies Ltd702,361$8.44M0.01%+640,65213F-HRTimeline
Nuveen, LLCin group TIAA666,399$8M<0.01%-80,80313F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.611,671$7.35M0.16%-45,10113F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding595,657$7.15M-555,406Timeline
ABC ARBITRAGE SAin group ABC ARBITRAGE SA580,752$6.97M0.65%new13F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP520,350$6.25M<0.01%-60,01413F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co505,200$6.07M<0.01%+92813F-HRTimelineGroup
SummitTX Capital, L.P.504,206$6.06M0.18%new13F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC464,700$5.58M0.01%-23,70013F-HRTimeline
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …430,422$5.17M<0.01%+47,38713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY426,559$5.12M<0.01%-124,12513F-HR/ATimelineGroup
Assenagon Asset Management S.A.417,129$5.01M0.01%new13F-HRTimeline
UBS Group AGgroup of 2 filers holding383,304$4.6M-38,549Timeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp379,164$4.55M<0.01%-35,49613F-HRTimelineGroup
BRIDGEWAY CAPITAL MANAGEMENT, LLC367,979$4.42M0.09%+22,78013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC322,462$3.87M<0.01%+46,68813F-HRTimelineGroup
Allianz Asset Management GmbHin group Allianz SE300,100$3.6M<0.01%new13F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC291,018$3.5M<0.01%+11,32313F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC236,956$2.85M<0.01%+19,23713F-HRTimelineGroup
Creative Planningin group Creative Planning226,401$2.72M<0.01%+35,76113F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC226,094$2.72M<0.01%+161,00713F-HRTimelineGroup
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…210,631$2.53M0.01%-7,75313F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC209,735$2.52M<0.01%+9,17013F-HRTimelineGroup
JACOBS ASSET MANAGEMENT, LLC200,000$2.4M1.34%new13F-HRTimeline
Rosenthal | Henry Capital Advisors, Inc.189,785$2.28M2.11%-27013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC178,564$2.14M<0.01%+10,82213F-HRTimelineGroup
STATE BOARD OF ADMINISTRATION OF FLORID…163,765$1.97M<0.01%-28,17113F-HRTimeline
PANAGORA ASSET MANAGEMENT INC155,389$1.87M0.01%+4,05513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPgroup of 3 filers holding144,778$1.74M+24,936Timeline
Franklin Resourcesgroup of 2 filers holding133,095$1.6M+6,134Timeline
BANC FUNDS CO LLC121,539$1.46M0.29%013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.117,562$1.41M<0.01%-21,76413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA114,821$1.38M<0.01%-1,71013F-HRTimelineGroup
Swiss National Bank113,700$1.37M<0.01%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC111,691$1.34M<0.01%-172,01513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/110,604$1.33M<0.01%-78,83513F-HRTimelineGroup
IEQ CAPITAL, LLC108,572$1.3M<0.01%+27,92113F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC107,000$1.29M<0.01%-11,91513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN95,965$1.15M<0.01%+20,03113F-HRTimelineGroup
FMR LLCin group FMR LLC95,257$1.14M<0.01%+11,75713F-HRTimelineGroup
Robertson Stephens Wealth Management, L…92,556$1.11M0.03%-22,32413F-HRTimeline
FIRST MANHATTAN CO. LLC.92,045$1.11M<0.01%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC86,967$1.04M<0.01%-31,50213F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO86,065$1.03M<0.01%+20,95013F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC78,079$938K<0.01%-28,47713F-HRTimelineGroup
RHUMBLINE ADVISERS75,848$911K<0.01%-16,57913F-HRTimeline
Mariner, LLCin group Mariner, LLC72,748$874K<0.01%+3,90413F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP72,585$872K<0.01%+57,00613F-HRTimelineGroup
ALPS ADVISORS INCin group ALPS ADVISORS INC67,683$813K<0.01%013F-HRTimelineGroup
EJF Capital LP65,199$783K0.44%-139,34013F-HRTimeline
Trexquant Investment LP64,389$773K0.01%+22,68513F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc55,142$662K<0.01%-3,34613F-HRTimelineGroup
CWM, LLCin group CWM, LLC54,109$650K<0.01%+8,37713F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…53,866$647K<0.01%-4213F-HRTimeline
STRS OHIO53,500$643K<0.01%-6,10013F-HRTimeline
MARTINGALE ASSET MANAGEMENT L P53,136$638K0.02%new13F-HRTimeline
State of Tennessee, Department of Treas…48,960$623K<0.01%new13F-HRTimeline
Quantinno Capital Management LP51,068$613K<0.01%+10,77013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC48,591$604K0.01%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\46,986$564K<0.01%013F-HRTimelineGroup
Rafferty Asset Management, LLC46,332$556K<0.01%-43,68513F-HRTimeline
Abacus Wealth Partners, LLC44,769$538K0.05%new13F-HRTimeline
PRINCETON CAPITAL MANAGEMENT LLC42,041$505K0.13%013F-HRTimeline
AlphaQuest LLC40,463$486K0.03%+27,16313F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…40,248$483K<0.01%013F-HRTimeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …38,023$457K<0.01%+53513F-HRTimelineGroup
SG Americas Securities, LLC36,279$436K<0.01%+10213F-HRTimeline
Hennion & Walsh Asset Management, Inc.35,271$424K0.01%-22,19713F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/34,386$413K<0.01%+2,88513F-HRTimeline
Bleakley Financial Group, LLC33,949$408K0.01%+4,31413F-HRTimeline
WATER ISLAND CAPITAL LLC33,924$407K0.05%new13F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…31,238$375K<0.01%-2,63813F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…28,694$358K<0.01%+3,56413F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC29,399$353K0.01%-15313F-HRTimeline
VARCOV Co.29,284$352K0.14%13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV28,898$347K<0.01%+5,99713F-HRTimeline
GARDNER LEWIS ASSET MANAGEMENT L P28,315$340K0.09%new13F-HRTimeline
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…27,842$334K<0.01%-32413F-HRTimelineGroup
JANUS HENDERSON GROUP PLCin group Janus Henderson27,118$326K<0.01%013F-HRTimelineGroup
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC26,333$316K<0.01%+1,94813F-HRTimelineGroup
INTECH INVESTMENT MANAGEMENT LLC24,843$298K<0.01%-4,86113F-HRTimeline
Destination Wealth Management24,700$297K0.01%013F-HRTimeline
Orion Porfolio Solutions, LLC24,579$295K<0.01%+3,63813F-HRTimeline
QUADRANT CAPITAL GROUP LLC23,982$288K0.01%-31713F-HRTimeline
DIVERSIFIED TRUST CO23,361$281K0.01%+2,89213F-HRTimeline
SENTINEL TRUST CO LBA22,500$270K0.03%013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd21,875$263K0.01%-20,27813F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth21,483$258K<0.01%-3,69613F-HRTimelineGroup
Rhino Investment Partners, Inc20,617$248K0.07%-774,56313F-HRTimeline
Icon Wealth Advisors, LLC20,186$242K0.02%+5,15313F-HRTimeline
D.A. DAVIDSON & CO.19,058$229K<0.01%+8,84813F-HRTimeline
GSA CAPITAL PARTNERS LLP18,858$226K0.02%-1,28913F-HRTimeline
Odyssean, LLC18,330$220K0.16%13F-HRTimeline
OXFORD ASSET MANAGEMENT LLP17,442$209K0.07%new13F-HRTimeline
Verition Fund Management LLC16,700$201K<0.01%-15,60513F-HRTimeline
ARIZONA STATE RETIREMENT SYSTEM16,256$195K<0.01%-1,04213F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND15,886$191K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS15,767$189K<0.01%-6,21013F-HRTimelineGroup
Connor, Clark & Lunn Investment Managem…15,661$188K<0.01%-10,01713F-HRTimeline
Caprock Group, LLC15,421$185K<0.01%+44713F-HRTimeline
Eurizon Capital SGR S.p.A.14,493$175K<0.01%13F-HRTimeline
Police & Firemen's Retirement System of…14,539$175K<0.01%-3,40413F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC13,543$163K<0.01%-2,33113F-HRTimelineGroup
Aquatic Capital Management LLC13,343$160K<0.01%-18,91513F-HRTimeline
NorthCrest Asset Manangement, LLC12,813$158K<0.01%+52213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS12,597$151K<0.01%+1,82113F-HRTimeline
Holcombe Financial, Inc.12,595$151K0.09%013F-HRTimeline
KLP KAPITALFORVALTNING AS12,500$150K<0.01%+2,40013F-HRTimeline
Merit Financial Group, LLC12,383$149K<0.01%new13F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…12,353$148K<0.01%013F-HRTimeline
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co12,181$146K<0.01%+91313F-HRTimelineGroup
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC12,082$145K<0.01%-52,89413F-HRTimelineGroup
LIBERTY WEALTH MANAGEMENT LLC11,406$137K0.02%013F-HRTimeline
ZACKS INVESTMENT MANAGEMENT11,321$136K<0.01%new13F-HRTimeline
ProShare Advisors LLC10,954$132K<0.01%+70113F-HRTimeline
a16z Capital Management, L.L.C.in group a16z Capital Management, L.L.…82,740$129K0.01%new13F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC10,204$123K0.02%new13F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC10,145$122K<0.01%new13F-HRTimelineGroup
One Wealth Advisors, LLC10,045$121K0.01%013F-HRTimeline
NISA INVESTMENT ADVISORS, LLC7,434$89.3K<0.01%-95913F-HRTimeline
Larson Financial Group LLC7,365$88.5K<0.01%+1,74513F-HRTimeline
State of Wyoming6,447$77.4K0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…6,395$76.8K<0.01%-3813F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…6,319$75.9K<0.01%+40813F-HRTimelineGroup
GLOBEFLEX CAPITAL L P5,507$66.1K0.01%new13F-HRTimeline
SIGNATUREFD, LLC5,152$61.9K<0.01%+15713F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…5,060$60.8K<0.01%-78513F-HRTimelineGroup
Parkside Financial Bank & Trust5,009$60.2K<0.01%-1713F-HRTimeline
PFS Partners, LLC4,823$57.9K0.03%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,831$46K<0.01%-98513F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…3,732$44.8K<0.01%+10813F-HR/ATimelineGroup
US BANCORP \DE\in group US BANCORP \DE\3,703$44.5K<0.01%013F-HRTimelineGroup
GROUP ONE TRADING LLC3,700$44.4K<0.01%-1,40013F-HRTimeline
Clearstead Advisors, LLC3,599$43.2K<0.01%+2,03113F-HRTimeline
GAMMA Investing LLC3,501$42K<0.01%+38913F-HRTimeline
Sterling Capital Management LLC3,456$41.5K<0.01%-68113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,334$40K<0.01%+2413F-HRTimelineGroup
Allworth Financial LP2,896$34.8K<0.01%+27113F-HRTimeline
Essential Partners LLC2,801$33.6K0.01%+33513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,616$31.4K<0.01%-45113F-HRTimelineGroup
Parallel Advisors, LLC2,564$30.8K<0.01%013F-HRTimeline
State of Alaska, Department of Revenue2,429$29K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC2,217$26.9K<0.01%+69213F-HRTimeline
AMALGAMATED BANK1,884$23K<0.01%-12813F-HRTimeline
SIMPLEX TRADING, LLC1,533$18.4K<0.01%-86313F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …1,296$16K<0.01%+25913F-HRTimelineGroup
Farther Finance Advisors, LLC1,023$12.3K<0.01%+95213F-HRTimeline
Covestor Ltd847$10K0.01%-2413F-HRTimeline
Pinnacle Wealth Planning Services, Inc.806$9.68K<0.01%new13F-HRTimeline
IFP Advisors, Inc781$9.38K<0.01%+49313F-HRTimeline
ROTHSCHILD INVESTMENT LLC541$6.5K<0.01%+15213F-HRTimeline
COMERICA BANK434$5.21K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB421$5.06K<0.01%013F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC466$4.87K<0.01%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK396$4.76K<0.01%013F-HRTimelineGroup
Optiver Holding B.V.in group Optiver Holding B.V.374$4.49K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…351$4.22K<0.01%new13F-HR/ATimelineGroup
MAI Capital Management339$4.07K<0.01%+5813F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.318$3.82K<0.01%013F-HRTimelineGroup
True Wealth Design, LLC242$2.91K<0.01%+513F-HRTimeline
Physician Wealth Advisors, Inc.209$2.51K<0.01%013F-HRTimeline
Versant Capital Management, Inc190$2.28K<0.01%013F-HRTimeline
Torren Management, LLC163$1.96K<0.01%13F-HRTimeline
Basecamp Wealth Advisors LLC102$1.23K<0.01%13F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.96$1.15K<0.01%new13F-HRTimelineGroup
Root Financial Partners, LLC52$625<0.01%013F-HRTimeline
Bruce G. Allen Investments, LLC51$613<0.01%-113F-HRTimeline
SBI Securities Co., Ltd.47$564<0.01%-813F-HRTimeline
FINANCIAL CONSULATE, INC46$553<0.01%013F-HRTimeline
SJS Investment Consulting Inc.40$481<0.01%new13F-HRTimeline
Private Wealth Asset Management, LLC24$288<0.01%013F-HRTimeline
Arax Advisory Partners16$192<0.01%-34,35613F-HRTimeline
Sunbelt Securities, Inc.14$168<0.01%new13F-HRTimeline
Caitong International Asset Management …10$120<0.01%+713F-HR/ATimeline
American Capital Advisory, LLC7$85<0.01%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC7$00%013F-HRTimelineGroupValue filed as zero, left out of ratios.