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Disclosery

HTBK HERITAGE COMM CORP

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Common Stock (common)

185 managers (195 13F filers) reported a position in HTBK shares at 2026-03-31, 51,555,410 shares in all. 28 filers opened a position and 36 filers sold out during the quarter.

Managers
185
13F filers
195
New
28
Added
74
Reduced
54
Sold out
36
Shares held by filers
51,555,410

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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.8,201,121$102M<0.01%-142,23713F-HRTimelineGroup
VANGUARD GROUP INCgroup of 6 filers holding3,562,855$44.5MnewTimeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP3,395,041$42.4M0.01%+121,89913F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP2,419,810$30.5M<0.01%+450,10713F-HRTimelineGroup
Balyasny Asset Management L.P.in group Balyasny Asset Management1,707,998$21.3M0.04%+406,83013F-HRTimelineGroup
HoldCo Asset Management, LP1,623,446$20.3M1.51%013F-HRTimeline
FIRST TRUST ADVISORS LPgroup of 2 filers holding1,621,114$20.2M+46,082Timeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC1,571,964$19.6M<0.01%+38,01513F-HRTimelineGroup
Boston Partnersin group Boston Trust Walden Corp1,507,562$18.9M0.02%-59,87013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,440,695$17.7M<0.01%-212,21713F-HR/ATimelineGroup
AQR CAPITAL MANAGEMENT LLCgroup of 2 filers holding1,407,189$17.6M+161,674Timeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …1,217,843$15.2M0.01%-17,16413F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC1,209,015$15.1M0.01%+972,05913F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,109,835$13.9M<0.01%-428,96613F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC1,044,866$13M0.01%-14,52313F-HRTimelineGroup
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …1,009,756$12.6M0.01%+579,33413F-HRTimelineGroup
KENNEDY CAPITAL MANAGEMENT LLC987,547$12.3M0.26%-15,70113F-HRTimeline
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC823,974$10.3M0.03%-145,50013F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC819,240$10.2M0.01%+741,16113F-HRTimelineGroup
GARDNER LEWIS ASSET MANAGEMENT L P816,828$10.2M2.21%+788,51313F-HRTimeline
Qube Research & Technologies Ltd709,312$8.85M0.01%+6,95113F-HRTimeline
SummitTX Capital, L.P.580,179$7.24M0.23%+75,97313F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.561,671$7.08M0.15%-50,00013F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP542,460$6.77M<0.01%+22,11013F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding508,865$6.35M+125,561Timeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co508,183$6.34M<0.01%+2,98313F-HRTimelineGroup
ABC ARBITRAGE SAin group ABC ARBITRAGE SA466,416$5.82M0.77%-114,33613F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.479,102$5.75M<0.01%-284,14413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY435,893$5.44M<0.01%+9,33413F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPgroup of 3 filers holding421,017$5.25M+276,239Timeline
RENAISSANCE TECHNOLOGIES LLC390,000$4.87M0.01%-74,70013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp387,771$4.84M<0.01%+8,60713F-HRTimelineGroup
PRELUDE CAPITAL MANAGEMENT, LLC363,251$4.53M0.35%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC331,855$4.14M<0.01%+105,76113F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP319,709$3.99M<0.01%-8,54613F-HRTimelineGroup
Allianz Asset Management GmbHin group Allianz SE300,100$3.75M<0.01%013F-HRTimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC280,224$3.5M0.01%new13F-HRTimelineGroup
JACOBS ASSET MANAGEMENT, LLC262,500$3.28M1.96%+62,50013F-HRTimeline
Creative Planningin group Creative Planning230,942$2.88M<0.01%+4,54113F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC215,507$2.69M<0.01%-106,95513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/211,015$2.63M<0.01%+100,41113F-HRTimelineGroup
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…210,631$2.63M0.01%013F-HRTimelineGroup
GLAZER CAPITAL, LLCin group GLAZER CAPITAL, LLC193,851$2.42M0.05%new13F-HRTimelineGroup
Rosenthal | Henry Capital Advisors, Inc.190,055$2.37M2.32%+27013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC172,684$2.16M<0.01%-5,88013F-HRTimelineGroup
Nuveen, LLCin group TIAA171,719$2.14M<0.01%-494,68013F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC141,613$1.77M<0.01%-68,12213F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCin group PRINCIPAL FINANCIAL GROUP INC128,044$1.6M<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC126,882$1.58M<0.01%+31,62513F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.120,614$1.51M<0.01%+3,05213F-HRTimelineGroup
BRIDGEWAY CAPITAL MANAGEMENT, LLC118,810$1.48M0.03%-249,16913F-HRTimeline
Empowered Funds, LLC118,810$1.48M0.01%new13F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA115,742$1.45M<0.01%+92113F-HRTimelineGroup
Swiss National Bank113,700$1.42M<0.01%013F-HRTimeline
Versor Investments LP112,987$1.41M3.45%-627,10313F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…110,363$1.38M0.01%new13F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\108,624$1.36M<0.01%+61,63813F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO104,973$1.31M<0.01%+18,90813F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources102,123$1.27M<0.01%+5,75813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC96,775$1.21M<0.01%-194,24313F-HRTimelineGroup
Robertson Stephens Wealth Management, L…92,556$1.17M0.03%013F-HRTimeline
IEQ CAPITAL, LLC84,642$1.06M<0.01%-23,93013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC78,895$995K<0.01%-8,07213F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC78,000$973K<0.01%-29,00013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC75,391$941K<0.01%-36,30013F-HR/ATimelineGroup
BANC FUNDS CO LLC75,139$938K0.17%-46,40013F-HRTimeline
RHUMBLINE ADVISERS73,649$919K<0.01%-2,19913F-HRTimeline
Quantinno Capital Management LP72,857$909K<0.01%+21,78913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP72,541$905K<0.01%-4413F-HRTimelineGroup
Rafferty Asset Management, LLC72,037$899K<0.01%+25,70513F-HRTimeline
ALGERT GLOBAL LLC70,009$874K0.01%new13F-HR/ATimeline
SG Americas Securities, LLC69,624$869K<0.01%+33,34513F-HRTimeline
FIRST MANHATTAN CO. LLC.68,645$866K<0.01%-23,40013F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc66,679$832K<0.01%+11,53713F-HRTimelineGroup
Zurcher Kantonalbank (Zurich Cantonalba…65,026$812K<0.01%+24,77813F-HRTimeline
Assenagon Asset Management S.A.61,453$767K<0.01%-355,67613F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC61,298$765K<0.01%-6,38513F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC61,118$763K<0.01%-11,63013F-HRTimelineGroup
Y-Intercept (Hong Kong) Ltd60,055$749K0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC53,876$672K<0.01%-23313F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…53,419$667K<0.01%-44713F-HRTimeline
CSS LLC/IL52,365$654K0.04%new13F-HRTimeline
Quantbot Technologies LP52,163$651K0.03%new13F-HRTimeline
OXFORD ASSET MANAGEMENT LLP51,262$640K0.26%+33,82013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WHITTIER TRUST CO OF NEVADA INC48,591$622K0.01%013F-HRTimeline
Transmarket Holdings LP47,152$588K0.31%new13F-HRTimeline
Odyssean, LLC46,275$578K0.21%+27,94513F-HRTimeline
Abacus Wealth Partners, LLC45,835$572K0.05%+1,06613F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/45,771$572K<0.01%+11,38513F-HRTimeline
STRS OHIO42,200$527K<0.01%-11,30013F-HRTimeline
Hennion & Walsh Asset Management, Inc.42,080$525K0.02%+6,80913F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding40,794$509K+19,311Timeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …38,023$475K<0.01%013F-HRTimelineGroup
WATER ISLAND CAPITAL LLC37,992$474K0.06%+4,06813F-HRTimeline
Cornerstone Capital, Inc.37,500$468K0.05%new13F-HRTimeline
Bleakley Financial Group, LLC36,522$456K0.01%+2,57313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV36,263$453K<0.01%+7,36513F-HRTimeline
Beacon Pointe Advisors, LLC33,753$421K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN31,929$398K<0.01%-64,03613F-HR/ATimelineGroup
Amundiin group Amundi31,842$397K<0.01%new13F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC29,399$371K0.01%013F-HRTimeline
CREDIT INDUSTRIEL ET COMMERCIAL29,617$370K0.06%new13F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…29,398$367K<0.01%-1,84013F-HRTimelineGroup
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…28,109$351K<0.01%+26713F-HRTimelineGroup
JANUS HENDERSON GROUP PLCin group Janus Henderson27,118$338K<0.01%013F-HR/ATimelineGroup
Destination Wealth Management24,700$308K0.01%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC23,695$296K0.01%-28713F-HR/ATimeline
Orion Porfolio Solutions, LLC22,051$275K<0.01%-2,52813F-HRTimeline
DRW Securities, LLC21,748$271K0.01%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…33,370$269K<0.01%+4,67613F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd20,461$255K<0.01%-1,41413F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS19,435$243K<0.01%+3,66813F-HRTimelineGroup
Murchinson Ltd.18,600$232K0.09%new13F-HRTimeline
Police & Firemen's Retirement System of…17,509$219K<0.01%+2,97013F-HRTimeline
STATE BOARD OF ADMINISTRATION OF FLORID…16,910$211K<0.01%-146,85513F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC16,341$204K<0.01%-8,50213F-HRTimeline
ARIZONA STATE RETIREMENT SYSTEM15,960$199K<0.01%-29613F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND15,886$198K<0.01%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC15,531$194K<0.01%+1,98813F-HRTimelineGroup
Caprock Group, LLC14,812$187K<0.01%-60913F-HRTimeline
Eurizon Capital SGR S.p.A.14,665$181K<0.01%+17213F-HRTimeline
Merit Financial Group, LLC13,736$171K<0.01%+1,35313F-HRTimeline
Entropy Technologies, LP12,856$160K0.01%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS12,600$157K<0.01%+313F-HRTimeline
Holcombe Financial, Inc.12,595$157K0.09%013F-HRTimeline
NorthCrest Asset Manangement, LLC12,216$156K<0.01%-59713F-HRTimeline
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co12,394$155K<0.01%+21313F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…12,353$154K<0.01%013F-HRTimeline
Connor, Clark & Lunn Investment Managem…11,647$145K<0.01%-4,01413F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC11,407$142K0.02%+113F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC11,405$142K<0.01%-67713F-HRTimelineGroup
Chicago Capital Management, LLC14,014$132K0.11%new13F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC10,111$126K<0.01%new13F-HRTimelineGroup
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…10,059$126K<0.01%new13F-HRTimelineGroup
One Wealth Advisors, LLC10,045$125K0.02%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…9,574$119K<0.01%+3,17913F-HRTimelineGroup
NISA INVESTMENT ADVISORS, LLC7,502$94.6K<0.01%+6813F-HRTimeline
Larson Financial Group LLC7,061$88.1K<0.01%-30413F-HRTimeline
Parallel Advisors, LLC6,941$86.6K<0.01%+4,37713F-HR/ATimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…6,391$79.8K<0.01%+7213F-HR/ATimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…5,240$65.4K<0.01%+1,40913F-HRTimelineGroup
SIGNATUREFD, LLC5,152$64.3K<0.01%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…5,060$63.1K<0.01%013F-HRTimelineGroup
Parkside Financial Bank & Trust5,009$62.5K<0.01%013F-HRTimeline
PFS Partners, LLC4,823$60.2K0.03%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,739$59.1K<0.01%+1,40513F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…4,520$56.4K<0.01%+78813F-HRTimelineGroup
GAMMA Investing LLC4,156$51.9K<0.01%+65513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,810$47.5K<0.01%+10713F-HRTimelineGroup
Allworth Financial LP2,991$37.3K<0.01%+9513F-HRTimeline
Essential Partners LLC2,801$35K0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,629$32.8K<0.01%+1313F-HRTimelineGroup
State of Alaska, Department of Revenue2,429$30K<0.01%013F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …2,053$25.6K<0.01%+75713F-HRTimelineGroup
Smartleaf Asset Management LLC2,062$25.3K<0.01%-15513F-HRTimeline
Sterling Capital Management LLC1,986$24.8K<0.01%-1,47013F-HRTimeline
GROUP ONE TRADING LLC1,055$13.2K<0.01%-2,64513F-HRTimeline
Farther Finance Advisors, LLC1,027$13K<0.01%+413F-HRTimeline
Pinnacle Wealth Planning Services, Inc.806$10.1K<0.01%013F-HRTimeline
IFP Advisors, Inc781$9.75K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC556$6.94K<0.01%+1513F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…434$5.42K<0.01%new13F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB421$5.25K<0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK396$4.94K<0.01%013F-HRTimelineGroup
MAI Capital Management370$4.62K<0.01%+3113F-HRTimeline
Root Financial Partners, LLC250$3.12K<0.01%+19813F-HRTimeline
True Wealth Design, LLC242$3.02K<0.01%013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.238$2.97K<0.01%-13613F-HR/ATimelineGroup
Physician Wealth Advisors, Inc.209$2.61K<0.01%013F-HRTimeline
Arax Advisory Partners198$2.47K<0.01%+18213F-HRTimeline
JPL Wealth Management, LLC191$2.38K<0.01%new13F-HR/ATimeline
Versant Capital Management, Inc190$2.37K<0.01%013F-HRTimeline
Basecamp Wealth Advisors LLC102$1.27K<0.01%013F-HRTimeline
Stone House Investment Management, LLC74$924<0.01%new13F-HRTimeline
Caitong International Asset Management …56$699<0.01%+4613F-HRTimeline
Bruce G. Allen Investments, LLC52$649<0.01%+113F-HRTimeline
SBI Securities Co., Ltd.48$599<0.01%+113F-HRTimeline
FINANCIAL CONSULATE, INC46$575<0.01%013F-HRTimeline
SJS Investment Consulting Inc.40$500<0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC23$287<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.14$175<0.01%013F-HRTimeline
Freestone Grove Partners LP1$12<0.01%new13F-HRTimeline
Hughes Financial Services, LLC1$12<0.01%new13F-HRTimeline
Covestor Ltd8$00%-83913F-HRTimelineValue filed as zero, left out of ratios.
BESSEMER GROUP INCin group BESSEMER GROUP INC7$00%013F-HRTimelineGroupValue filed as zero, left out of ratios.