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Heartland Financial USA (HTLF) Institutional Ownership

Heartland Financial USA logo
$64.67 -1.43 (-2.16%)
Closing price 01/31/2025
Extended Trading
$64.67 0.00 (0.00%)
As of 01/31/2025 07:48 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Heartland Financial USA (NASDAQ:HTLF)

Current
Institutional Ownership
Percentage
71.55%
Number of
Institutional Buyers
(last 12 months)
106
Total
Institutional Inflows
(last 12 months)
$354.10M
Number of
Institutional Sellers
(last 12 months)
86
Total
Institutional Outflows
(last 12 months)
$252.59M
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HTLF Institutional Buying and Selling by Quarter

Heartland Financial USA Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/18/2025 MidWestOne Financial Group Inc.102,046$6.26M0.9%-2.3%0.238%
2/18/2025 Focus Partners Advisor Solutions LLC39,025$2.39M0.0%+50.1%0.091%
2/18/2025 CSS LLC IL34,715$2.13M0.1%-26.0%0.081%
2/18/2025 Continuum Advisory LLC4,383$269K0.0%N/A0.010%
2/17/2025 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC90,877$5.57M0.0%-15.1%0.212%
2/17/2025 Voloridge Investment Management LLC54,966$3.37M0.0%-32.4%0.128%
2/17/2025 Squarepoint Ops LLC314,348$19.27M0.0%+99.4%0.733%
2/17/2025 Two Sigma Advisers LP14,000$858K0.0%-36.9%0.033%
2/17/2025 Two Sigma Investments LP24,948$1.53M0.0%-37.0%0.058%
2/17/2025 Sagefield Capital LP47,742$2.93M0.3%+14.4%0.111%
2/17/2025 Rafferty Asset Management LLC37,745$2.31M0.0%-19.6%0.088%
2/17/2025 ProShare Advisors LLC18,243$1.12M0.0%+32.8%0.043%
2/17/2025 Nuveen Asset Management LLC379,278$23.25M0.0%-8.0%0.885%
2/17/2025 OMERS ADMINISTRATION Corp416,271$25.52M0.2%+15.4%0.971%
2/17/2025 Millennium Management LLC280,976$17.23M0.0%-60.9%0.655%
2/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.24,134$1.48M0.0%+4.0%0.056%
2/17/2025 LMR Partners LLP80,723$4.95M0.0%-9.2%0.188%
2/17/2025 Janus Henderson Group PLC99,451$6.10M0.0%+3.3%0.232%
2/17/2025 Clarity Asset Management Inc.1,164$71K0.0%-15.1%0.003%
2/17/2025 D. E. Shaw & Co. Inc.4,001$245K0.0%-90.7%0.009%
2/17/2025 Deutsche Bank AG158,514$9.72M0.0%+87.6%0.370%
2/17/2025 EP Wealth Advisors LLC3,362$206K0.0%N/A0.008%
2/17/2025 Bridgeway Capital Management LLC201,579$12.36M0.3%-11.1%0.470%
2/17/2025 Captrust Financial Advisors12,121$743K0.0%-16.8%0.028%
2/17/2025 Balyasny Asset Management L.P.534,503$32.77M0.0%-35.7%1.247%
2/17/2025 Bank of America Corp DE461,222$28.28M0.0%+1.2%1.076%
2/17/2025 BNP Paribas Financial Markets5,583$342K0.0%-64.9%0.013%
2/17/2025 Algert Global LLC22,679$1.39M0.0%+31.4%0.053%
2/14/2025 AQR Arbitrage LLC610,427$37.42M0.8%-3.9%1.424%
2/14/2025 Jane Street Group LLC36,685$2.25M0.0%-35.2%0.086%
2/14/2025 AQR Capital Management LLC76,467$4.69M0.0%+2.6%0.178%
2/14/2025 Northern Trust Corp419,883$25.74M0.0%+6.2%0.979%
2/14/2025 The Manufacturers Life Insurance Company 16,874$1.03M0.0%-4.1%0.039%
2/14/2025 Earnest Partners LLC2,597,882$159.26M0.7%+0.2%6.058%
2/14/2025 Oxford Asset Management LLP8,386$514K0.3%+34.3%0.020%
2/14/2025 HBK Investments L P23,558$1.44M0.0%+42.9%0.055%
2/14/2025 Westchester Capital Management LLC1,006,891$61.73M3.4%+72.7%2.348%
2/14/2025 Credit Industriel ET Commercial80,000$4.90M0.7%N/A0.187%
2/14/2025 Voya Investment Management LLC12,840$787K0.0%-7.8%0.030%
2/14/2025 Price T Rowe Associates Inc. MD38,810$2.38M0.0%+56.1%0.091%
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2/14/2025 Dark Forest Capital Management LP9,287$569K0.1%N/A0.022%
2/14/2025 Hsbc Holdings PLC4,933$304K0.0%-8.1%0.012%
2/14/2025 IHT Wealth Management LLC14,266$875K0.0%N/A0.033%
2/14/2025 Stifel Financial Corp28,401$1.74M0.0%+1.4%0.066%
2/14/2025 Tower Research Capital LLC TRC 989$61K0.0%-83.9%0.002%
2/14/2025 MetLife Investment Management LLC25,747$1.58M0.0%+5.8%0.060%
2/14/2025 Dimensional Fund Advisors LP2,485,919$152.40M0.0%-1.3%5.797%
2/13/2025 Marshall Wace LLP12,300$754K0.0%+5.1%0.029%
2/13/2025 GABELLI & Co INVESTMENT ADVISERS INC.85,587$5.25M0.9%+55.8%0.200%
2/13/2025 Gamco Investors INC. ET AL4,030$247K0.0%N/A0.009%
2/13/2025 Guggenheim Capital LLC11,151$684K0.0%-2.0%0.026%
2/13/2025 Walleye Trading LLC4,000$245K0.0%N/A0.009%
2/13/2025 XTX Topco Ltd3,794$233K0.0%-67.1%0.009%
2/13/2025 Mariner LLC16,946$1.04M0.0%-2.2%0.040%
2/13/2025 Barclays PLC97,312$5.97M0.0%+14.8%0.227%
2/13/2025 Summit Investment Advisors Inc.4,436$272K0.2%+5.5%0.010%
2/13/2025 Water Island Capital LLC27,940$1.71M0.2%+33.8%0.065%
2/13/2025 Sterling Capital Management LLC1,336$82K0.0%+821.4%0.003%
2/13/2025 Accredited Investors Inc.19,860$1.22M0.1%+1.9%0.046%
2/13/2025 Raymond James Financial Inc.33,052$2.03M0.0%N/A0.077%
2/13/2025 Renaissance Technologies LLC24,200$1.48M0.0%N/A0.056%
2/13/2025 Legal & General Group Plc45,674$2.80M0.0%-11.5%0.107%
2/13/2025 Invesco Ltd.126,592$7.76M0.0%+1.8%0.295%
2/13/2025 Envestnet Asset Management Inc.148,317$9.09M0.0%+3.4%0.346%
2/13/2025 Wells Fargo & Company MN211,571$12.97M0.0%+1.5%0.493%
2/12/2025 ExodusPoint Capital Management LP88,596$5.43M0.0%-3.1%0.207%
2/12/2025 Slotnik Capital LLC135,430$8.30M3.8%-61.7%0.316%
2/12/2025 Trexquant Investment LP27,045$1.66M0.0%+134.9%0.063%
2/12/2025 Geode Capital Management LLC1,020,612$62.58M0.0%-0.3%2.380%
2/12/2025 Franklin Resources Inc.26,229$1.61M0.0%N/A0.061%
2/12/2025 Alliancebernstein L.P.719,380$44.10M0.0%-0.8%1.678%
2/12/2025 Gardner Lewis Asset Management L P297,825$18.26M4.4%-1.7%0.695%
2/12/2025 Norges Bank866,680$53.13M0.0%N/A2.021%
2/12/2025 JPMorgan Chase & Co.121,244$7.43M0.0%-31.6%0.283%
2/12/2025 Chicago Capital Management LLC224,902$13.79M8.5%+6.4%0.524%
2/11/2025 Corebridge Financial Inc.21,084$1.29M0.0%-7.0%0.049%
2/11/2025 Vanguard Group Inc.3,154,888$193.41M0.0%+1.5%7.357%
2/11/2025 LPL Financial LLC13,978$857K0.0%+254.0%0.033%
2/11/2025 KLP Kapitalforvaltning AS8,900$546K0.0%N/A0.021%
2/11/2025 Sei Investments Co.143,352$8.79M0.0%-0.9%0.334%
2/11/2025 American Century Companies Inc.345,313$21.17M0.0%-17.0%0.805%
2/11/2025 Virtu Financial LLC10,802$662K0.0%-64.9%0.025%
2/11/2025 Magnetar Financial LLC1,052,698$64.54M1.5%-4.2%2.455%
2/11/2025 Intech Investment Management LLC21,398$1.31M0.0%+184.8%0.050%
2/10/2025 Thrivent Financial for Lutherans148,054$9.08M0.0%-37.2%0.345%
2/10/2025 Cibc World Markets Corp3,968$243K0.0%N/A0.009%
2/10/2025 Swiss National Bank84,400$5.17M0.0%+1.0%0.197%
2/7/2025 Moors & Cabot Inc.6,869$421K0.0%-55.7%0.016%
2/7/2025 Avantax Planning Partners Inc.6,739$413K0.0%+29.5%0.016%
2/7/2025 Net Worth Advisory Group3,267$200K0.1%N/A0.008%
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2/7/2025 PNC Financial Services Group Inc.417$26K0.0%-66.3%0.001%
2/6/2025 Raymond James Financial Inc.33,052$2.03M0.0%N/A0.077%
2/6/2025 Atria Investments Inc12,361$758K0.0%-4.1%0.029%
2/6/2025 Victory Capital Management Inc.5,208$319K0.0%-61.5%0.012%
2/6/2025 Charles Schwab Investment Management Inc.1,601,683$98.19M0.0%+10.0%3.735%
2/6/2025 Steward Partners Investment Advisory LLC3,236$198K0.0%+204.7%0.008%
2/5/2025 Smartleaf Asset Management LLC928$57K0.0%+77.8%0.002%
2/5/2025 US Bancorp DE8,060$494K0.0%-23.5%0.019%
2/5/2025 Versor Investments LP56,119$3.44M0.6%-32.8%0.131%
2/5/2025 Oppenheimer Asset Management Inc.63,497$3.89M0.0%+1.6%0.148%
(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, 217 institutional investors and hedge funds held shares of Heartland Financial USA. The most heavily invested institutionals were Vanguard Group Inc. ($193.41M), Earnest Partners LLC ($159.26M), Dimensional Fund Advisors LP ($152.40M), Charles Schwab Investment Management Inc. ($98.19M), State Street Corp ($70.05M), Magnetar Financial LLC ($64.54M), and HTLF Bank ($63.70M).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 171 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), Norges Bank ($1.17M), Magnetar Financial LLC ($1.05M), Westchester Capital Management LLC ($845.01K), Millennium Management LLC ($681.41K), Assenagon Asset Management S.A. ($440.12K), and Stieven Capital Advisors L.P. ($404.83K).

How much institutional buying is happening at Heartland Financial USA?

Institutional investors have bought a total of 11,009,355 shares in the last 24 months. This purchase volume represents approximately $495.77M in transactions.

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

Of the 122 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 ($1.43M), Earnest Partners LLC ($534.55K), HTLF Bank ($439.87K), Millennium Management LLC ($437.05K), Balyasny Asset Management L.P. ($297.11K), AQR Capital Management LLC ($227.94K), and Slotnik Capital LLC ($218.10K).

How much institutional selling is happening at Heartland Financial USA?

Institutional investors have sold a total of 6,598,682 shares in the last 24 months. This volume of shares sold represents approximately $307.29M in transactions.



This page (NASDAQ:HTLF) was last updated on 2/22/2025 by MarketBeat.com Staff
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