HERITAGE COMMERCE CORP XHC

GR

Latest 13F among current holders filed 11 days ago (Jun 24, 2026)

Institutional holders
195
-6 QoQ
13F value
$643.2M
+8.3% QoQ
Smart-money holders
8
signal tier ≥ 2
New smart buyers
3
Q1 2026
Options barometer
calls only
$262K calls / — puts

Institutional value by quarter

$436.9M
Q1 2024
$436.9M
Q2 2024
$486.9M
Q3 2024
$439.9M
Q4 2024
$449.4M
Q1 2025
$476.2M
Q2 2025
$496.4M
Q3 2025
$593.8M
Q4 2025
$643.2M
Q1 2026

Number of holders

170
Q1 2024
155
Q2 2024
162
Q3 2024
179
Q4 2024
186
Q1 2025
176
Q2 2025
188
Q3 2025
201
Q4 2025
195
Q1 2026

Who owns XHC?

Q1 2026 filings
FundTypeSharesValue% of fundChange
BlackRock, Inc. Index provider8.2M$102.3M0.0%-1.7%
DIMENSIONAL FUND ADVISORS LP Quant stat arb3.4M$42.4M0.0%+3.7%
VANGUARD CAPITAL MANAGEMENT LLC Diversified mechanical2.6M$33.0M0.0%
STATE STREET CORP Index provider2.4M$30.5M0.0%+22.9%
Balyasny Asset Management L.P. Multistrat pod1.7M$21.3M0.0%+31.3%
HoldCo Asset Management, LP ★3Fundamental concentrated1.6M$20.3M1.5%Held
First Trust Capital Management L.P. Quant stat arb1.6M$20.2M1.1%+4.6%
GEODE CAPITAL MANAGEMENT, LLC Index provider1.6M$19.6M0.0%+2.5%
Boston Partners Other1.5M$18.9M0.0%-3.8%
JPMORGAN CHASE & CO Bank broker1.4M$17.7M0.0%-12.8%
MANUFACTURERS LIFE INSURANCE COMPANY, THE Diversified mechanical1.2M$15.2M0.0%-1.4%
CITIGROUP INC Bank broker1.2M$15.1M0.0%+410.2%
GOLDMAN SACHS GROUP INC Bank broker1.1M$13.9M0.0%-27.9%
AMERICAN CENTURY COMPANIES INC Diversified mechanical1.0M$13.0M0.0%-1.4%
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP Quant stat arb1.0M$12.6M0.0%+134.6%
KENNEDY CAPITAL MANAGEMENT LLC Other987.5K$12.3M0.3%-1.6%
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC Other824.0K$10.3M0.0%-15.0%
MILLENNIUM MANAGEMENT LLC Multistrat pod819.2K$10.2M0.0%+949.2%
GARDNER LEWIS ASSET MANAGEMENT L P ★2Fundamental diversified816.8K$10.2M2.2%+2784.8%
AQR CAPITAL MANAGEMENT LLC Quant stat arb728.8K$9.1M0.0%-12.8%
Qube Research & Technologies Ltd Quant stat arb709.3K$8.9M0.0%+1.0%
AQR Arbitrage LLC Other678.4K$8.5M0.2%+65.7%
SummitTX Capital, L.P. Quant stat arb580.2K$7.2M0.2%+15.1%
AlTi Global, Inc. Wealth advisor561.7K$7.1M0.2%-8.2%
NORTHERN TRUST CORP Index provider542.5K$6.8M0.0%+4.2%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC Index provider508.2K$6.3M0.0%+0.6%
ABC ARBITRAGE SA Quant stat arb466.4K$5.8M0.8%-19.7%
ALLIANCEBERNSTEIN L.P. Long only active479.1K$5.8M0.0%-37.2%
VANGUARD PORTFOLIO MANAGEMENT LLC Diversified mechanical443.4K$5.5M0.0%
MORGAN STANLEY Bank broker435.9K$5.4M0.0%+2.2%
UBS Group AG Bank broker423.6K$5.3M0.0%+42.1%
VANGUARD FIDUCIARY TRUST CO Diversified mechanical398.7K$5.0M0.0%
RENAISSANCE TECHNOLOGIES LLC Quant stat arb390.0K$4.9M0.0%-16.1%
Bank of New York Mellon Corp Diversified mechanical387.8K$4.8M0.0%+2.3%
PRELUDE CAPITAL MANAGEMENT, LLC Diversified mechanical363.3K$4.5M0.3%New
SUSQUEHANNA INTERNATIONAL GROUP, LLP Market maker351.8K$4.4M0.0%+365.2%
JANE STREET GROUP, LLC Market maker331.9K$4.1M0.0%+46.8%
TWO SIGMA INVESTMENTS, LP Quant stat arb319.7K$4.0M0.0%-2.6%
Allianz Asset Management GmbH Diversified mechanical300.1K$3.7M0.0%Held
Squarepoint Ops LLC Quant stat arb280.2K$3.5M0.0%New
JACOBS ASSET MANAGEMENT, LLC ★3Fundamental concentrated262.5K$3.3M2.0%+31.3%
Creative Planning Wealth advisor230.9K$2.9M0.0%+2.0%
CITADEL ADVISORS LLC Multistrat pod215.5K$2.7M0.0%-33.2%
BANK OF AMERICA CORP /DE/ Bank broker211.0K$2.6M0.0%+90.8%
State of New Jersey Common Pension Fund D Diversified mechanical210.6K$2.6M0.0%Held
GLAZER CAPITAL, LLC Quant stat arb193.9K$2.4M0.1%New
Rosenthal | Henry Capital Advisors, Inc. ★2Fundamental diversified190.1K$2.4M2.3%+0.1%
Cerity Partners LLC Diversified mechanical172.7K$2.2M0.0%-3.3%
Nuveen, LLC Diversified mechanical171.7K$2.1M0.0%-74.2%
BARCLAYS PLC Bank broker141.6K$1.8M0.0%-32.5%

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