SAN JOSE, CA
HERITAGE COMMERCE CORPHTBK— Latest position per institution from SEC 13F filings
15
Institutional holders
48.97M
Total shares held
562.32M
Estimated value
2.45M
Avg. position size
BLACKROCK FINANCE, INC.
CIK 1364742
Shares
8.28M
Value
72.02M
Filed
Jun 30, 2024
BLACKROCK, INC.
CIK 2012383
Shares
8.20M
Value
102.35M
Filed
Mar 31, 2026
VANGUARD GROUP INC
CIK 102909
Shares
3.44M
Value
41.36M
Filed
Dec 31, 2025
DIMENSIONAL FUND ADVISORS LP
CIK 354204
Shares
3.40M
Value
42.37M
Filed
Mar 31, 2026
VANGUARD CAPITAL MANAGEMENT LLC
CIK 2100119
Shares
2.64M
Value
32.99M
Filed
Mar 31, 2026
STATE STREET CORP
CIK 93751
Shares
2.42M
Value
30.52M
Filed
Mar 31, 2026
FJ CAPITAL MANAGEMENT LLC
CIK 1599170
Shares
2.34M
Value
23.28M
Filed
Jun 30, 2025
WELLINGTON MANAGEMENT GROUP LLP
CIK 902219
Shares
1.74M
Value
17.24M
Filed
Sep 30, 2025
BALYASNY ASSET MANAGEMENT L.P.
CIK 1218710
Shares
1.71M
Value
21.32M
Filed
Mar 31, 2026
JPMORGAN CHASE & CO
CIK 19617
Shares
1.65M
Value
19.85M
Filed
Dec 31, 2025
HOLDCO ASSET MANAGEMENT, LP
CIK 1724246
Shares
1.62M
Value
20.26M
Filed
Mar 31, 2026
FIRST TRUST CAPITAL MANAGEMENT L.P.
CIK 1604488
Shares
1.62M
Value
20.23M
Filed
Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC
CIK 1214717
Shares
1.57M
Value
19.62M
Filed
Mar 31, 2026
BOSTON PARTNERS
CIK 1386060
Shares
1.51M
Value
18.90M
Filed
Mar 31, 2026
GRANITE INVESTMENT PARTNERS, LLC
CIK 1542266
Shares
1.23M
Value
10.22M
Filed
Mar 31, 2023
MANUFACTURERS LIFE INSURANCE COMPANY, THE
CIK 928047
Shares
1.22M
Value
15.20M
Filed
Mar 31, 2026
CITIGROUP INC
CIK 831001
Shares
1.21M
Value
15.09M
Filed
Mar 31, 2026
GOLDMAN SACHS GROUP INC
CIK 886982
Shares
1.11M
Value
13.85M
Filed
Mar 31, 2026
AMERICAN CENTURY COMPANIES INC
CIK 748054
Shares
1.04M
Value
13.04M
Filed
Mar 31, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
CIK 1164508
Shares
1.01M
Value
12.60M
Filed
Mar 31, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | BLACKROCK FINANCE, INC. | 1364742 | 8.28M | 72.02M | Jun 30, 2024 |
| 2 | BLACKROCK, INC. | 2012383 | 8.20M | 102.35M | Mar 31, 2026 |
| 3 | VANGUARD GROUP INC | 102909 | 3.44M | 41.36M | Dec 31, 2025 |
| 4 | DIMENSIONAL FUND ADVISORS LP | 354204 | 3.40M | 42.37M | Mar 31, 2026 |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 2100119 | 2.64M | 32.99M | Mar 31, 2026 |
| 6 | STATE STREET CORP | 93751 | 2.42M | 30.52M | Mar 31, 2026 |
| 7 | FJ CAPITAL MANAGEMENT LLC | 1599170 | 2.34M | 23.28M | Jun 30, 2025 |
| 8 | WELLINGTON MANAGEMENT GROUP LLP | 902219 | 1.74M | 17.24M | Sep 30, 2025 |
| 9 | BALYASNY ASSET MANAGEMENT L.P. | 1218710 | 1.71M | 21.32M | Mar 31, 2026 |
| 10 | JPMORGAN CHASE & CO | 19617 | 1.65M | 19.85M | Dec 31, 2025 |
| 11 | HOLDCO ASSET MANAGEMENT, LP | 1724246 | 1.62M | 20.26M | Mar 31, 2026 |
| 12 | FIRST TRUST CAPITAL MANAGEMENT L.P. | 1604488 | 1.62M | 20.23M | Mar 31, 2026 |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | 1214717 | 1.57M | 19.62M | Mar 31, 2026 |
| 14 | BOSTON PARTNERS | 1386060 | 1.51M | 18.90M | Mar 31, 2026 |
| 15 | GRANITE INVESTMENT PARTNERS, LLC | 1542266 | 1.23M | 10.22M | Mar 31, 2023 |
| 16 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 928047 | 1.22M | 15.20M | Mar 31, 2026 |
| 17 | CITIGROUP INC | 831001 | 1.21M | 15.09M | Mar 31, 2026 |
| 18 | GOLDMAN SACHS GROUP INC | 886982 | 1.11M | 13.85M | Mar 31, 2026 |
| 19 | AMERICAN CENTURY COMPANIES INC | 748054 | 1.04M | 13.04M | Mar 31, 2026 |
| 20 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1164508 | 1.01M | 12.60M | Mar 31, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.