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Heartland Financial USA (HTLF) Institutional Ownership

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+0.86 (+1.93%)
(As of 05/17/2024 ET)
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Institutional Ownership Changes (13F Filings) for Heartland Financial USA (NASDAQ:HTLF)

Current
Institutional Ownership
Percentage
71.55%
Number of
Institutional Buyers
(last 12 months)
89
Total
Institutional Inflows
(last 12 months)
$147.30M
Number of
Institutional Sellers
(last 12 months)
61
Total
Institutional Outflows
(last 12 months)
$54.55M
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HTLF Institutional Buying and Selling by Quarter

Heartland Financial USA Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2024 California State Teachers Retirement System40,715$1.43M0.0%-5.5%0.095%
5/16/2024 EJF Capital LLC65,841$2.31M1.6%-13.0%0.154%
5/16/2024 Black Maple Capital Management LP19,799$696K0.4%N/A0.046%
5/15/2024 Earnest Partners LLC2,603,138$91.50M0.4%-1.4%6.084%
5/15/2024 Price T Rowe Associates Inc. MD25,764$907K0.0%-52.0%0.060%
5/14/2024 Stieven Capital Advisors L.P.394,095$13.85M2.9%+506.3%0.921%
5/11/2024 Covestor Ltd1,078$38K0.0%-60.7%0.003%
5/10/2024 Vanguard Group Inc.3,244,151$114.03M0.0%+0.3%7.583%
5/9/2024 State Board of Administration of Florida Retirement System7,106$273K0.0%-41.2%0.017%
5/8/2024 Entropy Technologies LP10,605$373K0.0%-33.9%0.025%
5/8/2024 ProShare Advisors LLC7,600$267K0.0%+8.5%0.018%
5/7/2024 Meeder Asset Management Inc.2,807$99K0.0%+695.2%0.007%
5/7/2024 Sei Investments Co.153,572$5.40M0.0%+3.5%0.359%
5/7/2024 Oppenheimer Asset Management Inc.50,611$1.78M0.0%-8.1%0.118%
5/7/2024 SG Americas Securities LLC4,757$167K0.0%N/A0.011%
5/7/2024 Empowered Funds LLC127,262$4.47M0.1%+8.2%0.297%
5/6/2024 Quantbot Technologies LP24,940$877K0.0%+223.1%0.058%
5/2/2024 Financial Counselors Inc.9,911$348K0.0%-9.2%0.023%
5/2/2024 Choreo LLC9,211$324K0.0%+8.6%0.022%
5/2/2024 Sippican Capital Advisors25,748$905K0.7%+78.8%0.060%
5/1/2024 BNP Paribas Financial Markets27,348$961K0.0%-31.3%0.064%
5/1/2024 Mirae Asset Global Investments Co. Ltd.31,827$1.19M0.0%+67.2%0.074%
4/29/2024 Principal Financial Group Inc.23,256$817K0.0%+33.8%0.054%
4/26/2024 Deroy & Devereaux Private Investment Counsel Inc.75,830$2.67M0.2%+2.8%0.177%
4/25/2024 HTLF Bank1,477,865$51.95M6.0%-0.1%3.455%
4/24/2024 Assenagon Asset Management S.A.126,229$4.44M0.0%-39.6%0.295%
4/19/2024 Whelan Financial9,295$327K0.1%-32.2%0.022%
4/19/2024 Denali Advisors LLC140,096$4.92M1.4%-2.8%0.327%
4/16/2024 Wealth Enhancement Advisory Services LLC35,517$1.25M0.0%-4.4%0.083%
3/22/2024 PNC Financial Services Group Inc.911$34K0.0%-46.6%0.002%
3/11/2024 Vanguard Group Inc.3,232,944$121.59M0.0%+2.8%7.573%
2/16/2024 Clarity Asset Management Inc.1,343$50K0.0%N/A0.003%
2/14/2024 First Financial Bankshares Inc10,685$402K0.0%N/A0.025%
2/13/2024 Hudson Edge Investment Partners Inc.7,336$276K0.1%-24.6%0.017%
2/13/2024 Rafferty Asset Management LLC37,110$1.40M0.0%+38.7%0.087%
2/12/2024 TFO Wealth Partners LLC2,259$85K0.0%+37,550.0%0.005%
2/12/2024 Connable Office Inc.9,186$345K0.0%N/A0.022%
2/9/2024 Avantax Planning Partners Inc.30,779$1.16M0.0%-72.7%0.072%
2/9/2024 Quest Partners LLC11,476$432K0.1%N/A0.027%
2/9/2024 Trexquant Investment LP9,613$362K0.0%-76.1%0.023%
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2/9/2024 Wells Fargo & Company MN195,512$7.35M0.0%-10.8%0.458%
2/9/2024 Norges Bank305,826$11.50M0.0%N/A0.717%
2/8/2024 Great Lakes Advisors LLC11,040$415K0.0%-58.0%0.026%
2/8/2024 Quotient Wealth Partners LLC14,599$549K0.0%N/A0.034%
2/7/2024 Principal Financial Group Inc.17,387$654K0.0%+14.9%0.041%
2/7/2024 Dimensional Fund Advisors LP2,043,545$76.86M0.0%+3.1%4.790%
2/7/2024 BNP Paribas Financial Markets39,826$1.50M0.0%-8.2%0.093%
2/7/2024 Teacher Retirement System of Texas32,948$1.24M0.0%+10.9%0.077%
2/7/2024 Access Investment Management LLC5,400$203K0.1%N/A0.013%
2/7/2024 Principal Securities Inc.698$26K0.0%N/A0.002%
2/7/2024 Prossimo Advisors LLC6,455$243K0.5%N/A0.015%
2/6/2024 Charles Schwab Investment Management Inc.478,927$18.01M0.0%+7.2%1.123%
2/6/2024 Amalgamated Bank3,670$138K0.0%-10.2%0.009%
2/6/2024 Summit Global Investments12,749$479K0.0%N/A0.030%
2/6/2024 Swiss National Bank79,900$3.01M0.0%-10.1%0.187%
2/5/2024 Victory Capital Management Inc.67,854$2.55M0.0%-6.9%0.159%
2/5/2024 Jackson Creek Investment Advisors LLC26,988$1.02M0.4%N/A0.063%
2/5/2024 Steele Capital Management Inc.11,647$438K0.0%N/A0.027%
2/5/2024 Russell Investments Group Ltd.16,864$634K0.0%+47.1%0.040%
2/2/2024 Truist Financial Corp7,112$267K0.0%-25.9%0.017%
2/1/2024 OLD National Bancorp IN80,000$3.01M0.1%N/A0.188%
1/31/2024 HTLF Bank1,478,945$55.62M6.6%N/A3.467%
1/30/2024 Zurcher Kantonalbank Zurich Cantonalbank8,731$328K0.0%-11.8%0.020%
1/30/2024 Sippican Capital Advisors14,402$542K0.4%N/A0.034%
1/30/2024 Cornercap Investment Counsel Inc.12,230$460K0.1%N/A0.029%
1/30/2024 Strs Ohio22,100$831K0.0%-10.5%0.052%
1/30/2024 Phocas Financial Corp.91,960$3.46M0.5%+1.0%0.216%
1/29/2024 Deroy & Devereaux Private Investment Counsel Inc.73,760$2.77M0.2%-3.8%0.173%
1/26/2024 Financial Counselors Inc.10,911$410K0.0%-10.6%0.026%
1/24/2024 Mirae Asset Global Investments Co. Ltd.19,032$716K0.0%+5.5%0.045%
1/17/2024 Assenagon Asset Management S.A.209,120$7.87M0.0%+70.2%0.490%
1/16/2024 Raymond James Financial Services Advisors Inc.7,106$267K0.0%-38.5%0.017%
1/11/2024 Ziegler Capital Management LLC26,998$1.02M0.0%+31.7%0.063%
12/19/2023 Public Employees Retirement System of Ohio5,383$158K0.0%-29.1%0.013%
12/18/2023 Vanguard Group Inc.3,144,058$92.53M0.0%+1.0%7.370%
12/6/2023 Citigroup Inc.21,236$625K0.0%-48.8%0.050%
11/30/2023 American Century Companies Inc.365,513$10.76M0.0%+15.0%0.857%
11/15/2023 GSA Capital Partners LLP96,661$2.85M0.2%+29.5%0.227%
11/15/2023 Earnest Partners LLC2,743,885$80.75M0.5%-0.1%6.432%
11/15/2023 EJF Capital LLC44,141$1.30M0.6%N/A0.103%
11/15/2023 AQR Capital Management LLC272,767$8.03M0.0%+470.7%0.639%
11/14/2023 Qube Research & Technologies Ltd92,747$2.73M0.0%-36.0%0.217%
11/14/2023 Trexquant Investment LP40,197$1.18M0.0%-29.7%0.094%
11/14/2023 Numerai GP LLC126,820$3.73M1.2%+35.6%0.297%
11/13/2023 Covestor Ltd2,969$87K0.1%+79.8%0.007%
11/13/2023 Algert Global LLC65,211$1.92M0.1%+185.6%0.153%
11/13/2023 Federated Hermes Inc.1,546$45K0.0%-93.6%0.004%
11/13/2023 Healthcare of Ontario Pension Plan Trust Fund61,100$1.80M0.0%-70.5%0.143%
11/13/2023 Dark Forest Capital Management LP19,254$567K0.0%-30.1%0.045%
11/13/2023 Hsbc Holdings PLC21,828$648K0.0%-25.9%0.051%
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11/13/2023 FMR LLC435,990$12.83M0.0%+23.3%1.022%
11/13/2023 Envestnet Asset Management Inc.141,996$4.18M0.0%+166.6%0.333%
11/13/2023 Rafferty Asset Management LLC26,750$787K0.0%-36.1%0.063%
11/13/2023 PNC Financial Services Group Inc.1,706$50K0.0%+248.2%0.004%
11/9/2023 Rhumbline Advisers86,874$2.56M0.0%+28.8%0.204%
11/9/2023 Deutsche Bank AG20,508$604K0.0%+15.7%0.048%
11/9/2023 Citigroup Inc.21,236$625K0.0%-48.8%0.050%
11/8/2023 Charles Schwab Investment Management Inc.446,883$13.15M0.0%+8.4%1.048%
11/8/2023 Janney Montgomery Scott LLC14,003$412K0.0%N/A0.033%
11/8/2023 Swiss National Bank88,900$2.62M0.0%+1.1%0.208%
(Data available from 1/1/2016 forward)

HTLF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HTLF shares?

During the previous two years, 164 institutional investors and hedge funds held shares of Heartland Financial USA. The most heavily invested institutionals were Vanguard Group Inc. ($114.03M), Earnest Partners LLC ($91.50M), Dimensional Fund Advisors LP ($76.86M), HTLF Bank ($51.95M), Dubuque Bank & Trust Co ($47.67M), Dubuque Bank & Trust Co. ($47.19M), and Thrivent Financial for Lutherans ($41.09M).Learn more on HTLF's institutional investors.

What percentage of Heartland Financial USA stock is owned by institutional investors?

71.55% of Heartland Financial USA stock is owned by institutional investors. Learn more on HTLF's institutional investor holdings.

Which institutional investors have been buying Heartland Financial USA stock?

Of the 130 institutional investors that purchased Heartland Financial USA stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: HTLF Bank ($1.48M), Stieven Capital Advisors L.P. ($329.10K), Norges Bank ($305.83K), Earnest Partners LLC ($283.01K), Dimensional Fund Advisors LP ($260.33K), Assenagon Asset Management S.A. ($239.00K), and Mesirow Institutional Investment Management Inc. ($233.91K).

How much institutional buying is happening at Heartland Financial USA?

Institutional investors have bought a total of 6,116,531 shares in the last 24 months. This purchase volume represents approximately $226.44M in transactions.

Which Heartland Financial USA major shareholders have been selling company stock?

Of the 90 institutional investors that sold Heartland Financial USA stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Earnest Partners LLC ($534.55K), Thrivent Financial for Lutherans ($176.69K), Assenagon Asset Management S.A. ($167.42K), Financial Counselors Inc. ($148.55K), Healthcare of Ontario Pension Plan Trust Fund ($146.33K), Dimensional Fund Advisors LP ($136.48K), and Avantax Planning Partners Inc. ($136.12K).

How much institutional selling is happening at Heartland Financial USA?

Institutional investors have sold a total of 2,478,531 shares in the last 24 months. This volume of shares sold represents approximately $83.16M in transactions.


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This page (NASDAQ:HTLF) was last updated on 5/19/2024 by MarketBeat.com Staff

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