Who owns Heritage Insurance Holdings, Inc.?
Institutional ownership of HRTG from SEC Form 13F filings across 141 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.
141
13F holders
$359.6M
value, 2026 filers
46.1%
of shares outstanding (13.9M sh)
29
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% | 7.7% | +6.5% |
| 2 | AMERICAN CENTURY COMPANIES INC | 1.1M | $27.8M | 0.0% | 3.5% | +7.9% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 1.0M | $26.4M | 0.0% | 3.3% | -49.4% |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 949,090 | $24.8M | 0.0% | 3.1% | +12.1% |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 749,878 | $19.6M | 0.0% | 2.5% | +1.5% |
| 6 | Connor, Clark & Lunn Investment Management Ltd. | 553,556 | $14.4M | 0.0% | 1.8% | +0.5% |
| 7 | JANE STREET GROUP, LLC | 477,890 | $12.5M | 0.0% | 1.6% | +129.6% |
| 8 | MORGAN STANLEY | 384,171 | $10.0M | 0.0% | 1.3% | +34.8% |
| 9 | TWO SIGMA INVESTMENTS, LP | 359,975 | $9.4M | 0.0% | 1.2% | +31.1% |
| 10 | Nuveen, LLC | 304,016 | $7.9M | 0.0% | 1% | +78.9% |
| 11 | Assenagon Asset Management S.A. | 263,321 | $6.9M | 0.0% | 0.9% | -43.0% |
| 12 | NORTHERN TRUST CORP | 251,219 | $6.6M | 0.0% | 0.8% | +4.1% |
| 13 | MILLENNIUM MANAGEMENT LLC | 247,589 | $6.5M | 0.0% | 0.8% | +173.5% |
| 14 | PRUDENTIAL FINANCIAL INC | 239,202 | $6.2M | 0.0% | 0.8% | -51.4% |
| 15 | BANK OF AMERICA CORP /DE/ | 232,737 | $6.1M | 0.0% | 0.8% | +19.5% |
| 16 | CITADEL ADVISORS LLC | 228,953 | $6.0M | 0.0% | 0.8% | +24.7% |
| 17 | Sixth Street Partners Management Company, L.P.NEW | 192,190 | $5.0M | 0.9% | 0.6% | new |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 192,190 | $5.0M | 0.0% | 0.6% | -18.1% |
| 19 | GOLDMAN SACHS GROUP INC | 174,418 | $4.5M | 0.0% | 0.6% | -47.7% |
| 20 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 167,311 | $4.4M | 0.0% | 0.6% | -23.5% |
| 21 | D. E. Shaw & Co., Inc.NEW | 151,249 | $3.9M | 0.0% | 0.5% | new |
| 22 | VANGUARD FIDUCIARY TRUST CO | 151,069 | $3.9M | 0.0% | 0.5% | -3.4% |
| 23 | FRANKLIN RESOURCES INC | 146,818 | $3.8M | 0.0% | 0.5% | -6.1% |
| 24 | Arkadios Wealth Advisors | 140,818 | $3.7M | 0.1% | 0.5% | +4.5% |
| 25 | FMR LLC | 140,517 | $3.7M | 0.0% | 0.5% | +12.3% |
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.