HERITAGE COMM CORP (HTBK)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
2
Reporting holders
$152.6K
Reported value
0.0%
Held as options
-184
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LIBERTY WEALTH MANAGEMENT LLC | $142.4K | 11,407 | 0.02% | 28q | HELD |
| IFP Advisors, Inc | $10.3K | 764 | 0.00% | 5q | -2.2% |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-14 | 13G/A | Dimensional Fund Advisors LP | 0.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 2 | $152.6K | 12,171 | 0 | 0 | 1 | 0.0% |
| Q1 2026 | 186 | $640.4M | 51,396,200 | 27 | 66 | 49 | 0.0% |
| Q4 2025 | 186 | $591.3M | 49,265,683 | 27 | 59 | 63 | 0.0% |
| Q3 2025 | 175 | $496.3M | 49,851,058 | 25 | 81 | 37 | 0.3% |
| Q2 2025 | 165 | $474.0M | 47,741,046 | 21 | 57 | 59 | 0.0% |
| Q1 2025 | 173 | $447.2M | 46,987,457 | 23 | 62 | 56 | 0.0% |
| Q4 2024 | 167 | $435.9M | 46,472,059 | 24 | 69 | 37 | 0.0% |
| Q3 2024 | 149 | $483.7M | 48,986,548 | 25 | 50 | 44 | 0.0% |
| Q2 2024 | 137 | $431.3M | 49,566,660 | 11 | 69 | 33 | 0.0% |
| Q1 2024 | 150 | $396.6M | 46,278,757 | 25 | 50 | 48 | 0.1% |
| Q4 2023 | 147 | $420.5M | 42,579,737 | 20 | 61 | 33 | 0.1% |
| Q3 2023 | 130 | $316.5M | 37,593,574 | 8 | 50 | 42 | 0.0% |
| Q2 2023 | 135 | $310.6M | 37,710,680 | 16 | 50 | 42 | 0.0% |
| Q1 2023 | 141 | $300.7M | 36,118,789 | 21 | 53 | 37 | 0.0% |
| Q4 2022 | 125 | $393.8M | 30,327,991 | 18 | 36 | 42 | 0.0% |
| Q3 2022 | 145 | $503.4M | 44,384,326 | 13 | 44 | 45 | 0.0% |
| Q2 2022 | 144 | $471.7M | 44,126,261 | 13 | 41 | 53 | 0.0% |
| Q1 2022 | 143 | $492.2M | 43,740,795 | 12 | 48 | 49 | 0.0% |
| Q4 2021 | 135 | $516.7M | 43,299,010 | 21 | 41 | 35 | 0.0% |
| Q3 2021 | 120 | $496.9M | 42,737,971 | 11 | 42 | 35 | 0.0% |
| Q2 2021 | 133 | $477.3M | 42,880,637 | 24 | 34 | 48 | 0.0% |
| Q1 2021 | 123 | $522.7M | 42,665,404 | 13 | 45 | 35 | 0.3% |
| Q4 2020 | 119 | $373.6M | 42,095,278 | 14 | 40 | 32 | 0.0% |
| Q3 2020 | 117 | $272.4M | 40,927,250 | 15 | 40 | 34 | 0.0% |
| Q2 2020 | 117 | $315.2M | 42,065,042 | 14 | 44 | 38 | 0.0% |
| Q1 2020 | 114 | $322.5M | 42,044,065 | 15 | 37 | 40 | 0.0% |
| Q4 2019 | 131 | $547.0M | 42,555,773 | 19 | 62 | 22 | 0.0% |
| Q3 2019 | 129 | $412.4M | 34,890,234 | 20 | 48 | 27 | 0.5% |
| Q2 2019 | 119 | $416.8M | 33,874,486 | 13 | 42 | 35 | 0.4% |
| Q1 2019 | 120 | $402.6M | 33,249,715 | 10 | 39 | 45 | 0.1% |
| Q4 2018 | 124 | $367.0M | 32,235,540 | 4 | 2 | 2 | 0.4% |