Heartland Express Ownership | Who Owns Heartland Express?
Heartland Express Ownership Summary
Heartland Express is owned by 50.81% institutional investors, 35.15% insiders, and 14.05% 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 3.51% of its assets in Heartland Express shares.
HTLD Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Heartland Express | 50.81% | 35.15% | 14.05% |
| Sector | Industrials Stocks | 62.82% | 10.55% | 26.63% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 7.09M | 8.96% | $87.37M |
| Vanguard group | 5.03M | 6.37% | $62.06M |
| Dimensional fund advisors lp | 3.30M | 4.17% | $40.64M |
| Arrowmark colorado | 3.15M | 3.99% | $38.89M |
| American century companies | 3.10M | 3.92% | $38.22M |
| State street | 1.83M | 2.32% | $22.66M |
| Bank of new york mellon | 1.30M | 1.64% | $16.02M |
| Geode capital management | 1.13M | 1.44% | $13.99M |
| 325 capital | 902.43K | 1.14% | $11.13M |
| Charles schwab investment management | 830.11K | 1.05% | $10.24M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| 325 capital | 902.43K | 4.67% | $11.13M |
| Dean capital management | 178.23K | 2.83% | $2.20M |
| Sib | 245.23K | 1.61% | $3.02M |
| Dean investment associates | 483.03K | 0.85% | $5.96M |
| Moss adams wealth advisors | 407.48K | 0.69% | $5.03M |
| Arrowmark colorado | 3.15M | 0.46% | $38.89M |
| Keeley-teton advisors | 188.58K | 0.30% | $2.33M |
| Legato capital management | 178.23K | 0.30% | $2.20M |
| Beacon investment advisors | 33.38K | 0.21% | $411.61K |
| Bridgeway capital management | 511.17K | 0.15% | $6.30M |
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 |
| 325 capital | 902.43K | 4.67% | 379.03K |
| Aqr capital management | 219.11K | 0.00% | 219.11K |
| Fuller & thaler asset management | 196.42K | 0.01% | 196.42K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| American century companies | 3.10M | 0.02% | -3.04M |
| Hotchkis & wiley capital management | - | - | -814.06K |
| Raymond james & associates | - | - | -605.17K |
| Morgan stanley | 348.18K | 0.00% | -379.59K |
| Ellsworth advisors | - | - | -352.56K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Burgundy asset management | 452.84K | 0.06% | 452.84K | $5.58M |
| Aqr capital management | 219.11K | 0.00% | 219.11K | $2.70M |
| Fuller & thaler asset management | 196.42K | 0.01% | 196.42K | $2.42M |
| Norges bank | 70.07K | 0.00% | 70.07K | $863.93K |
| Susquehanna fundamental investments | 55.76K | 0.02% | 55.76K | $687.47K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -12.00 |
| Park place capital | -45.00 |
| Pacer advisors | -60.00 |
| Ashton thomas private wealth | -110.00 |
| Sugarloaf wealth management | -121.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2023 | 158 | -4.24% | 42,327,766 | -0.36% | 53 | 1.85% | 66 | 13.79% | 58 | -20.55% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 2.76M | 3.51% | 2.89K |
| Vanguard Total Stock Mkt Idx Inv | 1.45M | 1.84% | - |
| Vanguard Explorer Inv | 1.26M | 1.60% | - |
| iShares Russell 2000 ETF | 1.17M | 1.49% | -2.63K |
| Vanguard Small Cap Index | 1.08M | 1.38% | 2.10K |
| Avantis US Small Cap Value ETF | 855.19K | 1.09% | - |
| American Century U.S. Value | 839.76K | 1.07% | -355.77K |
| American Century Value Inv | 839.76K | 1.07% | -355.77K |
| Vanguard Small Cap Value Index Inv | 731.54K | 0.93% | -252.00 |
| DFA US Small Cap Value I | 709.75K | 0.90% | 58.94K |
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 |
|---|---|---|
| 2024 Q4 | 6 | - |
| 2024 Q3 | 1 | - |
| 2024 Q2 | 11 | - |
| 2024 Q1 | 1 | - |
| 2023 Q4 | 12 | - |
HTLD Ownership FAQ
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