Heartland Express Ownership | Who Owns Heartland Express?
Heartland Express Ownership Summary
Heartland Express is owned by 27.33% institutional investors, 35.70% insiders, and 36.97% retail investors. Blackrock is the largest institutional shareholder, holding 8.96% of HTLD shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 3.46% of its assets in Heartland Express shares.
HTLD Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Heartland Express | 27.33% | 35.70% | 36.97% |
| Sector | Industrials Stocks | 50.81% | 11.74% | 37.45% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 7.09M | 8.96% | $87.37M |
| Blackrock funding, inc. /de | 6.99M | 8.90% | $78.38M |
| Vanguard group | 4.89M | 6.22% | $54.81M |
| Dimensional fund advisors lp | 3.51M | 4.47% | $39.34M |
| Arrowmark colorado | 2.88M | 3.66% | $32.27M |
| State street | 1.83M | 2.32% | $22.66M |
| American century companies | 1.53M | 1.95% | $17.17M |
| 325 capital | 1.14M | 1.45% | $12.73M |
| Geode capital management | 1.12M | 1.43% | $12.55M |
| Charles schwab investment management | 898.29K | 1.14% | $10.08M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| 325 capital | 1.14M | 4.92% | $12.73M |
| Dean capital management | 178.23K | 2.83% | $2.20M |
| Sib | 245.23K | 1.45% | $2.75M |
| Keeley-teton advisors | 365.42K | 0.48% | $4.10M |
| Summerhaven investment management | 65.20K | 0.45% | $731.57K |
| Arrowmark colorado | 2.88M | 0.43% | $32.27M |
| Dean investment associates | 130.03K | 0.21% | $1.46M |
| Beacon investment advisors | 32.97K | 0.17% | $369.92K |
| Bridgeway capital management | 581.27K | 0.15% | $6.52M |
| Moss adams wealth advisors | 104.32K | 0.12% | $1.17M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Jacobs levy equity management | 563.04K | 0.03% | 522.58K |
| Burgundy asset management | 452.84K | 0.06% | 452.84K |
| Invesco | 591.75K | 0.00% | 285.84K |
| Brandywine global investment management | 240.08K | 0.02% | 240.08K |
| Two sigma advisers, lp | 560.30K | 0.01% | 200.10K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Hotchkis & wiley capital management | - | - | -814.06K |
| American century companies | 1.53M | 0.01% | -702.87K |
| Raymond james & associates | - | - | -605.17K |
| Weiss asset management lp | 108.25K | 0.03% | -431.98K |
| Morgan stanley | 348.18K | 0.00% | -379.59K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Burgundy asset management | 452.84K | 0.06% | 452.84K | $5.58M |
| Brandywine global investment management | 240.08K | 0.02% | 240.08K | $2.69M |
| Cubist systematic strategies | 139.55K | 0.01% | 139.55K | $1.57M |
| Norges bank | 70.07K | 0.00% | 70.07K | $863.93K |
| Dark forest capital management lp | 43.36K | 0.07% | 43.36K | $486.53K |
Sold Out
| Holder | Change |
|---|---|
| Mendota financial group | -4.00 |
| Nelson, van denburg & campbell wealth management group | -12.00 |
| Park place capital | -45.00 |
| Pacer advisors | -60.00 |
| Ashton thomas private wealth | -110.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 93 | -43.64% | 21,451,170 | -46.21% | 27 | 1.06% | 37 | -55.42% | 34 | -38.18% |
| Sep 30, 2024 | 164 | 4.46% | 39,877,264 | -2.19% | 50 | 1.90% | 83 | -7.78% | 55 | 30.95% |
| Jun 30, 2024 | 153 | -10.00% | 40,564,585 | -6.35% | 51 | 1.71% | 88 | 2.33% | 41 | -26.79% |
| Mar 31, 2024 | 170 | 6.92% | 43,315,903 | -1.43% | 54 | 1.77% | 86 | 28.36% | 56 | -13.85% |
| Dec 31, 2023 | 159 | 0.63% | 43,945,881 | 3.82% | 55 | 1.94% | 67 | 1.52% | 65 | 12.07% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 2.72M | 3.46% | 1.88K |
| Vanguard US Total Market Shares ETF | 1.45M | 1.84% | - |
| Vanguard Total Stock Mkt Idx Inv | 1.44M | 1.83% | 2.70K |
| Vanguard Explorer Inv | 1.26M | 1.60% | - |
| iShares Russell 2000 ETF | 1.16M | 1.47% | -10.01K |
| Vanguard Small Cap Index | 1.10M | 1.40% | 903.00 |
| Avantis US Small Cap Value ETF | 1.03M | 1.32% | 1.20K |
| American Century Value Inv | 839.76K | 1.07% | -355.77K |
| American Century U.S. Value | 839.76K | 1.07% | -355.77K |
| DFA US Small Cap Value I | 825.66K | 1.05% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 18, 2024 | Ann S. Gerdin Revocable Trust | Co-Trustee of 10% Owner | Buy | $606.09K |
| Nov 12, 2024 | GERDIN MICHAEL J | Chief Executive Officer | Buy | $20.18K |
| Nov 08, 2024 | GERDIN MICHAEL J | Chief Executive Officer | Buy | $430.58K |
| Nov 07, 2024 | GERDIN MICHAEL J | Chief Executive Officer | Buy | $131.30K |
| Nov 06, 2024 | GERDIN MICHAEL J | Chief Executive Officer | Buy | $59.86K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
| 2024 Q4 | 6 | - |
| 2024 Q3 | 1 | - |
| 2024 Q2 | 11 | - |
HTLD Ownership FAQ
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