XHC

Heritage Commerce Corp
UnclassifiedGRCUSIP 426927109◍ Confluence graph
Tracked 13F Holders
147
+2 QoQ
13F Value (tracked)
$603.4M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)23 adding · 17 trimming
Insider net (180d)$0

Top institutional holders

147 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1BlackRock, Inc.
$102.3M
8.2M
−1.7%
Reduced · −142K sh
Q1 2026
2DIMENSIONAL FUND ADVISORS LP
$42.4M
3.4M
+3.7%
Added · +122K sh
Q1 2026
3VANGUARD CAPITAL MANAGEMENT LLC
$33.0M
2.6M
New
+2.6M sh
Q1 2026
4STATE STREET CORP
$30.5M
2.4M
+23%
Added · +450K sh
Q1 2026
5BALYASNY ASSET MANAGEMENT L.P.
$21.3M
1.7M
+31%
Added · +407K sh
Q1 2026
6HoldCo Asset Management, LP
$20.3M
1.6M
Held
Q1 2026
7First Trust Capital Management L.P.
$20.2M
1.6M
+4.6%
Added · +71K sh
Q1 2026
8GEODE CAPITAL MANAGEMENT, LLC
$19.6M
1.6M
+2.5%
Added · +38K sh
Q1 2026
9Boston Partners
$18.9M
1.5M
−3.8%
Reduced · −60K sh
Q1 2026
10JPMORGAN CHASE & CO
$17.7M
1.4M
−13%
Reduced · −212K sh
Q1 2026
11MANUFACTURERS LIFE INSURANCE COMPANY, THE
$15.2M
1.2M
−1.4%
Reduced · −17K sh
Q1 2026
12CITIGROUP INC
$15.1M
1.2M
+410%
Added · +972K sh
Q1 2026
13GOLDMAN SACHS GROUP INC
$13.9M
1.1M
−28%
Reduced · −429K sh
Q1 2026
14AMERICAN CENTURY COMPANIES INC
$13.0M
1.0M
−1.4%
Reduced · −15K sh
Q1 2026
15ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
$12.6M
1.0M
+135%
Added · +579K sh
Q1 2026
16KENNEDY CAPITAL MANAGEMENT LLC
$12.3M
988K
−1.6%
Reduced · −16K sh
Q1 2026
17HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC
$10.3M
824K
−15%
Reduced · −146K sh
Q1 2026
18MILLENNIUM MANAGEMENT LLC
$10.2M
819K
10×
Added · +741K sh
Q1 2026
19AQR CAPITAL MANAGEMENT LLC
$9.1M
729K
−13%
Reduced · −107K sh
Q1 2026
20Qube Research & Technologies Ltd
$8.9M
709K
+1.0%
Added · +7K sh
Q1 2026
21AQR Arbitrage LLC
$8.5M
678K
+66%
Added · +269K sh
Q1 2026
22AlTi Global, Inc.
$7.1M
562K
−8.2%
Reduced · −50K sh
Q1 2026
23NORTHERN TRUST CORP
$6.8M
542K
+4.2%
Added · +22K sh
Q1 2026
24CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$6.3M
508K
+0.6%
Added · +3K sh
Q1 2026
25ALLIANCEBERNSTEIN L.P.
$5.8M
479K
−37%
Reduced · −284K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
8
funds
Added
15
funds
Reduced
17
funds
Exited
0
funds

Funds that own XHC also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT63 funds$26.0B
ALPHABET INC-CL AGOOGL62 funds$17.0B
BROADCOM INCAVGO62 funds$13.8B
META PLATFORMS INC-CLASS AMETA62 funds$10.8B
CHEVRON CORPCVX62 funds$3.6B
PEPSICO INCPEP62 funds$2.3B
AMAZON.COM INCAMZN61 funds$18.4B
ELI LILLY & COLLY61 funds$6.4B
VISA INC-CLASS A SHARESV61 funds$5.6B
COSTCO WHOLESALE CORPCOST61 funds$4.7B
UNITEDHEALTH GROUP INCUNH61 funds$3.1B
WELLS FARGO & COWFC61 funds$2.5B

Ranked by how many of XHC's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.

Institutional ownership over time

159 funds+42 since Q3 2024
080159Q3 2024Q1 2025Q3 2025Q1 2026
funds holding aggregate valuelatest $605.5M

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for XHC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.