# HERITAGE COMM CORP (HTBK)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/HTBK/

- Reporting holders: 2
- Reported value: $152.6K
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [LIBERTY WEALTH MANAGEMENT LLC](https://holderbook.com/funds/1769302-liberty-wealth-management-llc/) | $142.4K | 11,407 | 0.0% | 28 |
| [IFP Advisors, Inc](https://holderbook.com/funds/1641866-ifp-advisors-inc/) | $10.3K | 764 | 0.0% | 5 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 2 | $152.6K |
| Q1 2026 | 192 | $645.4M |
| Q4 2025 | 199 | $594.1M |
| Q3 2025 | 187 | $498.4M |
| Q2 2025 | 175 | $477.0M |
| Q1 2025 | 185 | $449.9M |
| Q4 2024 | 179 | $439.9M |
| Q3 2024 | 161 | $486.9M |
| Q2 2024 | 154 | $437.0M |
| Q1 2024 | 167 | $418.3M |
| Q4 2023 | 166 | $467.8M |
| Q3 2023 | 147 | $377.5M |