Heritage CommerceHTBK
13F holders, Q2 2026 (June 30)2holders −193
0new positions
190sold out
$12.54avg. 13F price*
At the end of Q2 2026, 2 institutions reported holding Heritage Commerce Corp. (HTBK) in their 13F filings, down 193 from Q1 2026. 0 opened new positions and 190 sold out. The largest holders were Liberty Wealth Management LLC ($142K) and IFP Advisors, Inc ($10K).
- Company
- Heritage Commerce Corp.
- CUSIP
- 426927109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 190 | $642.0M |
All 13F filers, Q1 2026 → Q2 2026: 51,462,231 shares sold, net −51,462,231 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Liberty Wealth Management LLC | 0.02% | No change | 11,407 | $142K |
| IFP Advisors, Inc | 0.00% | Reduce -2.2% | 764 | $10K |
"% of holder's portfolio" is HTBK's weight in each manager's 13F, not the share of Heritage Commerce Corp. the manager owns.