XHC

Heritage Commerce CORP

+$49.3M

Net Activity

Institutions Holding

195

Popularity Rank

#2951

Avg Weight

0.08%

Total Value

$643.0M

Ownership Trend

195 institutions currently hold XHC, with 102 net buyers and 91 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

91

Net Buying Institutions

102

Key Holders

Key Holders

Top 5 by Value

BI
BlackRock, Inc.
$102.3M
DF
Dimensional Fund Advisors LP
$42.4M
VC
Vanguard Capital Management LLC
$33.0M
SS
State Street CORP
$30.5M
BA
Balyasny Asset Management L.P.
$21.3M

Top 5 by Conviction

R|
Rosenthal | Henry Capital Advisors, Inc.
2.32%
GL
Gardner Lewis Asset Management L P
2.21%
JA
Jacobs Asset Management, LLC
1.96%
HA
HoldCo Asset Management, LP
1.51%
FT
First Trust Capital Management L.P.
1.06%
View all 195 holding institutions

Quarterly Activity

Recent Activity

+$296.9M

Total Buy Value

$323.7M

Total Sell Value

New buy28
Trim55
Add74
Sold out36

102

Net Buyers

91

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding HERITAGE COMMERCE CORP (XHC)?
Major stakeholders currently include BlackRock, Inc. ($102.3M), Dimensional Fund Advisors LP ($42.4M), Vanguard Capital Management LLC ($33.0M). Based on the latest 13F filings, there are a total of 195 tracked investment funds and institutions maintaining positions in XHC.
What is the overall institutional sentiment toward XHC recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $49.3M, driven by 102 managers accumulating shares while 91 reduced their exposure.
Which institutions have been selling or reducing their XHC positions?
In the latest period, 55 funds trimmed their holdings, and 36 managers completely exited their positions. The aggregate reported sell value was $323.7M.
Are there any notable investors adding XHC to their portfolios?
Yes, buying activity remains notable. 28 institutions opened new positions in {ticker}, and 74 existing holders added to their shares. The total reported buy value for the quarter amounted to $296.9M.

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