Who owns Heritage Insurance Holdings, Inc.?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of HRTG from SEC Form 13F filings across 188 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 188 institutions disclosed 18.7M shares of Heritage Insurance Holdings, Inc. worth $488.2M — about 62.4% of shares outstanding; the largest disclosed holder is BlackRock, Inc.. Source: SEC Form 13F filings, parsed by EvidInvest.
188
13F holders
$488.2M
value, 2026 filers
62.4%
of shares outstanding (18.7M sh)
35
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of HRTG's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 2.3M | $60.8M | 0.0% | 7.8% | +6.5% |
| 2 | DIMENSIONAL FUND ADVISORS LP | 1.3M | $34.2M | 0.0% | 4.4% | +5.1% |
| 3 | AMERICAN CENTURY COMPANIES INC | 1.1M | $27.8M | 0.0% | 3.6% | +7.9% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 1.0M | $26.4M | 0.0% | 3.4% | +1.2% |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 949,090 | $24.8M | 0.0% | 3.2% | +12.1% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 749,878 | $19.6M | 0.0% | 2.5% | +1.5% |
| 7 | STATE STREET CORP | 564,008 | $14.7M | 0.0% | 1.9% | +7.4% |
| 8 | Connor, Clark & Lunn Investment Management Ltd. | 553,556 | $14.4M | 0.0% | 1.8% | +0.5% |
| 9 | Pacific Ridge Capital Partners, LLC | 500,463 | $13.1M | 2.4% | 1.7% | +23.3% |
| 10 | JANE STREET GROUP, LLC | 477,890 | $12.5M | 0.0% | 1.6% | +129.6% |
| 11 | MORGAN STANLEY | 384,171 | $10.0M | 0.0% | 1.3% | +34.8% |
| 12 | AQR CAPITAL MANAGEMENT LLC | 365,883 | $9.5M | 0.0% | 1.2% | +4.8% |
| 13 | TWO SIGMA INVESTMENTS, LP | 359,975 | $9.4M | 0.0% | 1.2% | +31.1% |
| 14 | JACOBS LEVY EQUITY MANAGEMENT, INC | 337,778 | $8.8M | 0.0% | 1.1% | -5.8% |
| 15 | Nuveen, LLC | 304,016 | $7.9M | 0.0% | 1% | +78.9% |
| 16 | Assenagon Asset Management S.A. | 263,321 | $6.9M | 0.0% | 0.9% | -43.0% |
| 17 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 259,973 | $6.8M | 0.1% | 0.9% | 0.0% |
| 18 | NORTHERN TRUST CORP | 251,219 | $6.6M | 0.0% | 0.8% | +4.1% |
| 19 | MILLENNIUM MANAGEMENT LLC | 247,589 | $6.5M | 0.0% | 0.8% | +173.5% |
| 20 | PRUDENTIAL FINANCIAL INC | 239,202 | $6.2M | 0.0% | 0.8% | -51.4% |
| 21 | BANK OF AMERICA CORP /DE/ | 232,737 | $6.1M | 0.0% | 0.8% | +19.5% |
| 22 | CITADEL ADVISORS LLC | 228,953 | $6.0M | 0.0% | 0.8% | +24.7% |
| 23 | Trexquant Investment LP | 193,259 | $5.0M | 0.0% | 0.6% | +41.5% |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 192,190 | $5.0M | 0.0% | 0.6% | -18.1% |
| 25 | Quartz Partners, LLC | 188,809 | $4.9M | 1.6% | 0.6% | +3.8% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.