187 institutions reported holding $152,633 of HERITAGE COMM CORP (HTBK) in SEC 13F filings for 2026-06-30. Largest institutional holders: LIBERTY WEALTH MANAGEMENT LLC ($142,357), IFP Advisors, Inc ($10,276), Royal Bank of Canada ($0), VANGUARD GROUP INC ($0), BANC FUNDS CO LLC ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | LIBERTY WEALTH MANAGEMENT LLC | $142,357 | 11,407 | Hold |
| 2 | IFP Advisors, Inc | $10,276 | 764 | Trimmed |
| 3 | Royal Bank of Canada | $0 | 0 | Exited |
| 4 | VANGUARD GROUP INC | $0 | 0 | Exited |
| 5 | BANC FUNDS CO LLC | $0 | 0 | Exited |
| 6 | RENAISSANCE TECHNOLOGIES LLC | $0 | 0 | Exited |
| 7 | VICTORY CAPITAL MANAGEMENT INC | $0 | 0 | Exited |
| 8 | MAI Capital Management | $0 | 0 | Exited |
| 9 | CANADA LIFE ASSURANCE Co | $0 | 0 | Exited |
| 10 | BESSEMER GROUP INC | $0 | 0 | Exited |
| 11 | Ameritas Investment Partners, Inc. | $0 | 0 | Exited |
| 12 | Voya Investment Management LLC | $0 | 0 | Exited |
| 13 | GLAZER CAPITAL, LLC | $0 | 0 | Exited |
| 14 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $0 | 0 | Exited |
| 15 | INTECH INVESTMENT MANAGEMENT LLC | $0 | 0 | Exited |
| 16 | CSS LLC/IL | $0 | 0 | Exited |
| 17 | MassMutual Private Wealth & Trust, FSB | $0 | 0 | Exited |
| 18 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $0 | 0 | Exited |
| 19 | ALLIANCEBERNSTEIN L.P. | $0 | 0 | Exited |
| 20 | RHUMBLINE ADVISERS | $0 | 0 | Exited |
| 21 | PRINCIPAL FINANCIAL GROUP INC | $0 | 0 | Exited |
| 22 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | $0 | 0 | Exited |
| 23 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $0 | 0 | Exited |
| 24 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $0 | 0 | Exited |
| 25 | BNP PARIBAS FINANCIAL MARKETS | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30