13F Insight
DOSSIER · 13F Holders · Q1 2026CyclicalNet sold
HTBK

HERITAGE COMM CORP

203 institutions still hold HERITAGE COMM CORP as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 426927109·203 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 8.2%
vs prior quarter
13F value held
$448M
62.0% inst. owned
of float
Holders
203
+22 QoQ
filers reporting
Activity
+46 / −53
+864 added · −847 reduced
this quarter
Concentration
22.84%
BlackRock, Inc. #1
top holder share
AI Holders Summary · Q1 2026

203 institutions reported HTBK in Q1 2026. BlackRock, Inc. leads at 22.8% of the visible book. +22 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BlackRock, Inc.
CIK 0002012383
$102M8.2M0.00%Q1 202602
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$42M3.4M0.01%Q1 202603
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$33M2.6M0.00%Q1 202604
STATE STREET CORP
CIK 0000093751
$31M2.4M0.00%Q1 202605
BALYASNY ASSET MANAGEMENT L.P.
CIK 0001218710
$21M1.7M0.03%Q1 202606
HoldCo Asset Management, LP
CIK 0001724246
$20M1.6M1.51%Q1 202607
First Trust Capital Management L.P.
CIK 0001604488
$20M1.6M1.06%Q1 202608
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$20M1.6M0.00%Q1 202609
Boston Partners
CIK 0001386060
$19M1.5M0.02%Q1 202610
JPMORGAN CHASE & CO
CIK 0000019617
$18M1.4M0.00%Q1 202611
MANUFACTURERS LIFE INSURANCE COMPANY, THE
CIK 0000928047
$15M1.2M0.01%Q1 202612
CITIGROUP INC
CIK 0000831001
$15M1.2M0.01%Q1 202613
GOLDMAN SACHS GROUP INC
CIK 0000886982
$14M1.1M0.00%Q1 202614
AMERICAN CENTURY COMPANIES INC
CIK 0000748054
$13M1.0M0.01%Q1 202615
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
CIK 0001164508
$13M1.0M0.01%Q1 202616
KENNEDY CAPITAL MANAGEMENT LLC
CIK 0000884589
$12M988K0.26%Q1 202617
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC
CIK 0001164833
$10M824K0.03%Q1 202618
MILLENNIUM MANAGEMENT LLC
CIK 0001273087
$10M819K0.00%Q1 202619
GARDNER LEWIS ASSET MANAGEMENT L P
CIK 0000941560
$10M817K2.21%Q1 202620
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
$9M729K0.00%Q1 2026
Page 1 of 11
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