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Heartland Financial USA (HTLF) Institutional Ownership

Heartland Financial USA logo
$65.78 +1.19 (+1.84%)
As of 01/17/2025 04:00 PM Eastern
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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)
83
Total
Institutional Inflows
(last 12 months)
$289.12M
Number of
Institutional Sellers
(last 12 months)
61
Total
Institutional Outflows
(last 12 months)
$142.91M
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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
1/16/2025Atwood & Palmer Inc.12,639$775K0.1%-10.4%0.029%
1/15/2025 Integrated Investment Consultants LLC8,702$533K0.0%+2.0%0.020%
1/14/2025 Contravisory Investment Management Inc.4,800$294K0.1%N/A0.011%
1/14/2025 USA Financial Formulas2,018$124K0.0%+90.4%0.005%
1/14/2025 First Community Trust NA6,782$416K0.3%-6.9%0.016%
1/14/2025 Assenagon Asset Management S.A.113,200$6.94M0.0%-43.7%0.264%
12/26/2024JPMorgan Chase & Co.177,282$10.05M0.0%-7.7%0.413%
12/19/2024Principal Financial Group Inc.28,679$1.63M0.0%+8.0%0.067%
12/3/2024Oddo BHF Asset Management Sas5,338$303K0.0%N/A0.012%
11/20/2024Virtu Financial LLC30,735$1.74M0.1%-10.8%0.072%
11/16/2024Geode Capital Management LLC1,023,370$58.04M0.0%+4.9%2.387%
11/15/2024MidWestOne Financial Group Inc.104,446$5.92M0.8%-8.7%0.244%
11/15/2024Barclays PLC84,767$4.81M0.0%+65.5%0.198%
11/15/2024XTX Topco Ltd11,541$654K0.0%+128.0%0.027%
11/15/2024Jane Street Group LLC56,625$3.21M0.0%-39.3%0.132%
11/15/2024State Street Corp1,235,379$70.05M0.0%-5.6%2.881%
11/15/2024Stifel Financial Corp27,999$1.59M0.0%+33.1%0.065%
11/15/2024HighTower Advisors LLC3,991$225K0.0%N/A0.009%
11/14/2024Slotnik Capital LLC353,534$20.05M6.7%+14.6%0.824%
11/14/2024Westchester Capital Management LLC582,880$33.05M1.4%+260.1%1.359%
11/14/2024Captrust Financial Advisors14,576$826K0.0%+9.3%0.034%
11/14/2024HBK Investments L P16,484$935K0.0%N/A0.038%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC107,046$6.07M0.0%-10.8%0.250%
11/14/2024MetLife Investment Management LLC24,343$1.38M0.0%-1.9%0.057%
11/14/2024Healthcare of Ontario Pension Plan Trust Fund21,000$1.19M0.0%-58.2%0.049%
11/13/2024BNP Paribas Financial Markets15,890$901K0.0%+18.8%0.037%
11/13/2024FMR LLC502,768$28.51M0.0%-8.3%1.173%
11/13/2024The Manufacturers Life Insurance Company17,595$998K0.0%-20.5%0.041%
11/12/2024Algert Global LLC17,266$979K0.0%+49.5%0.040%
11/12/2024Citigroup Inc.247,249$14.02M0.0%-0.1%0.577%
11/12/2024Charles Schwab Investment Management Inc.1,456,428$82.58M0.0%+3.8%3.397%
11/12/2024 Integrated Investment Consultants LLC8,532$484K0.0%-4.0%0.020%
11/9/2024Intech Investment Management LLC7,514$426K0.0%N/A0.018%
11/8/2024Steele Capital Management Inc.10,246$581K0.0%-69.7%0.024%
11/8/2024Moors & Cabot Inc.15,504$879K0.0%+58.2%0.036%
11/8/2024Phocas Financial Corp.82,693$4.69M0.0%-5.8%0.193%
11/7/2024LMR Partners LLP88,856$5.04M0.0%+105.4%0.207%
11/7/2024Stieven Capital Advisors L.P.323,577$18.35M3.5%+20.9%0.755%
11/7/2024Thrivent Financial for Lutherans235,568$13.36M0.0%-28.0%0.549%
11/6/2024Empowered Funds LLC107,076$6.07M0.1%+5.3%0.250%
11/6/2024Connable Office Inc.8,820$500K0.1%-4.8%0.021%
11/6/2024Oppenheimer Asset Management Inc.62,514$3.55M0.0%-0.9%0.146%
11/5/2024Victory Capital Management Inc.13,537$768K0.0%-15.1%0.032%
11/4/2024Versor Investments LP83,489$4.73M0.7%+13.6%0.195%
11/4/2024Wolverine Asset Management LLC41,042$2.33M0.0%+39.3%0.096%
10/31/2024Principal Financial Group Inc.28,679$1.63M0.0%+8.0%0.067%
10/31/2024JNBA Financial Advisors3,351$190K0.0%-47.2%0.008%
10/28/2024New York State Common Retirement Fund328,453$18.62M0.0%-7.7%0.767%
10/28/2024Whelan Financial9,040$513K0.2%-2.7%0.021%
10/24/2024 Wealth Enhancement Advisory Services LLC30,978$1.76M0.0%+0.8%0.072%
10/23/2024Mirae Asset Global Investments Co. Ltd.23,744$1.33M0.0%+12.4%0.055%
10/23/2024 Assenagon Asset Management S.A.201,125$11.40M0.0%N/A0.470%
10/19/2024OLD National Bancorp IN50,000$2.84M0.1%-28.6%0.117%
10/18/2024Blue Trust Inc.2,775$157K0.0%+2,193.4%0.006%
10/17/2024AlphaMark Advisors LLC6,352$360K0.1%N/A0.015%
10/15/2024HTLF Bank1,167,225$66.18M7.2%-15.0%2.725%
10/11/2024Creative Planning27,743$1.57M0.0%-21.6%0.065%
10/9/2024 USA Financial Formulas1,060$60K0.0%+28.0%0.002%
10/9/2024High Note Wealth LLC4,204$238K0.1%N/A0.010%
10/3/2024SG Americas Securities LLC2,202$125K0.0%N/A0.005%
9/20/2024Healthcare of Ontario Pension Plan Trust Fund50,200$2.23M0.0%N/A0.117%
8/16/2024Water Island Capital LLC18,002$800K0.1%N/A0.042%
8/16/2024Creative Planning35,399$1.57M0.0%+90.4%0.083%
8/16/2024Algert Global LLC11,546$513K0.0%-77.9%0.027%
8/16/2024MidWestOne Financial Group Inc.114,446$5.09M0.9%-2.3%0.267%
8/15/2024The Manufacturers Life Insurance Company22,119$983K0.0%+4.7%0.052%
8/15/2024Millennium Management LLC710,923$31.60M0.0%+2,309.0%1.660%
8/15/2024Dark Forest Capital Management LP13,513$601K0.1%N/A0.032%
8/15/2024Earnest Partners LLC2,657,168$118.11M0.6%+2.1%6.204%
8/15/2024AQR Capital Management LLC71,545$3.18M0.0%-76.1%0.167%
8/14/2024Squarepoint Ops LLC238,485$10.60M0.0%N/A0.557%
8/14/2024Slotnik Capital LLC308,534$13.71M6.7%N/A0.720%
8/14/2024Sagefield Capital LP73,218$3.26M0.3%N/A0.171%
8/14/2024Bank of Montreal Can14,974$673K0.0%N/A0.035%
8/14/2024Magnetar Financial LLC1,048,965$46.63M1.0%N/A2.449%
8/14/2024ProShare Advisors LLC11,617$516K0.0%+52.9%0.027%
8/13/2024Thrivent Financial for Lutherans327,216$14.55M0.0%-79.3%0.764%
8/13/2024Sei Investments Co.151,443$6.73M0.0%-1.4%0.354%
8/13/2024Canada Pension Plan Investment Board57,200$2.54M0.0%N/A0.134%
8/12/2024XTX Topco Ltd5,062$225K0.0%N/A0.012%
8/12/2024Hsbc Holdings PLC4,779$211K0.0%-41.7%0.011%
8/10/2024Denali Advisors LLC62,300$2.77M0.8%-55.5%0.145%
8/10/2024Virtu Financial LLC34,464$1.53M0.1%N/A0.080%
8/9/2024Moors & Cabot Inc.9,798$436K0.0%-11.0%0.023%
8/9/2024Renaissance Technologies LLC36,800$1.64M0.0%+62.1%0.086%
8/9/2024Dimensional Fund Advisors LP2,384,697$106.00M0.0%+8.3%5.568%
8/8/2024Envestnet Asset Management Inc.144,397$6.42M0.0%+5.1%0.337%
8/8/2024Oppenheimer Asset Management Inc.63,083$2.80M0.0%+24.6%0.147%
8/8/2024American Century Companies Inc.519,283$23.08M0.0%-3.4%1.212%
8/7/2024Choreo LLC11,141$489K0.0%+21.0%0.026%
8/7/2024Ashton Thomas Private Wealth LLC5,057$225K0.0%-15.0%0.012%
8/6/2024Quest Partners LLC6,387$284K0.0%+49,030.8%0.015%
8/5/2024Arizona State Retirement System11,378$506K0.0%+2.2%0.027%
8/5/2024Victory Capital Management Inc.15,945$709K0.0%-75.7%0.037%
8/2/2024Wolverine Asset Management LLC29,453$1.31M0.0%N/A0.069%
8/1/2024Rhumbline Advisers82,732$3.68M0.0%+2.8%0.193%
8/1/2024Versor Investments LP73,507$3.27M0.6%+781.5%0.172%
8/1/2024PrairieView Partners LLC48,615$2.16M0.2%-54.6%0.114%
8/1/2024Financial Counselors Inc.9,277$412K0.0%-6.4%0.022%
8/1/2024Stieven Capital Advisors L.P.267,628$11.90M2.6%-32.1%0.625%
(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, 175 institutional investors and hedge funds held shares of Heartland Financial USA. The most heavily invested institutionals were Earnest Partners LLC ($118.11M), Vanguard Group Inc. ($114.03M), Dimensional Fund Advisors LP ($106.00M), Charles Schwab Investment Management Inc. ($82.58M), State Street Corp ($70.05M), HTLF Bank ($66.18M), and Geode Capital Management LLC ($58.04M).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 143 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), Magnetar Financial LLC ($1.05M), Millennium Management LLC ($681.41K), Assenagon Asset Management S.A. ($440.12K), Westchester Capital Management LLC ($421K), Stieven Capital Advisors L.P. ($385.04K), and Dimensional Fund Advisors LP ($368.60K).

How much institutional buying is happening at Heartland Financial USA?

Institutional investors have bought a total of 9,349,162 shares in the last 24 months. This purchase volume represents approximately $383.68M in transactions.

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

Of the 98 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: Thrivent Financial for Lutherans ($1.50M), Earnest Partners LLC ($534.55K), HTLF Bank ($311.72K), AQR Capital Management LLC ($227.94K), Assenagon Asset Management S.A. ($200.69K), Healthcare of Ontario Pension Plan Trust Fund ($175.53K), and Financial Counselors Inc. ($149.18K).

How much institutional selling is happening at Heartland Financial USA?

Institutional investors have sold a total of 4,981,360 shares in the last 24 months. This volume of shares sold represents approximately $203.97M in transactions.


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This page (NASDAQ:HTLF) was last updated on 1/18/2025 by MarketBeat.com Staff
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