Heartland Financial USA Ownership | Who Owns Heartland Financial USA?

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Heartland Financial USA Ownership Summary

Heartland Financial USA is owned by 75.09% institutional investors, 1.75% insiders, and 23.16% retail investors. Blackrock is the largest institutional shareholder, holding 7.97% of HTLF shares. iShares Russell 2000 ETF is the top mutual fund, with 2.59% of its assets in Heartland Financial USA shares.

HTLF Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Heartland Financial USA	75.09%	1.75%	23.16%
Sector	Financial Services Stocks	43.66%	12.57%	43.78%
Industry	Regional Banks Stocks	49.60%	11.62%	38.78%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	3.41M	7.97%	$151.53M
Vanguard group	3.04M	7.12%	$135.31M
Earnest partners	2.66M	6.21%	$118.11M
Dimensional fund advisors lp	2.38M	5.57%	$106.00M
Charles schwab investment management	1.40M	3.28%	$62.35M
Htlf bank	1.37M	3.21%	$61.03M
State street	1.31M	3.06%	$58.14M
Magnetar financial	1.05M	2.45%	$46.63M
Geode capital management	975.89K	2.28%	$43.39M
Alliancebernstein	732.69K	1.71%	$32.57M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Htlf bank	1.37M	6.94%	$61.03M
Slotnik capital	308.53K	6.65%	$13.71M
Chicago capital management	124.79K	4.29%	$5.55M
Stieven capital advisors	267.63K	2.63%	$11.90M
Olympiad research lp	45.33K	1.48%	$2.01M
Yakira capital management	60.29K	0.98%	$2.68M
Magnetar financial	1.05M	0.97%	$46.63M
Midwestone financial group	114.45K	0.92%	$5.09M
Aqr arbitrage	688.08K	0.79%	$30.59M
Versor investments lp	73.51K	0.60%	$3.27M

Top Buyers

Holder	Shares	% Assets	Change
Magnetar financial	1.05M	0.97%	1.05M
Aqr arbitrage	688.08K	0.79%	688.08K
Alliancebernstein	732.69K	0.01%	687.64K
Millennium management	710.92K	0.01%	681.41K
Norges bank	592.23K	0.00%	592.23K

Top Sellers

Holder	Shares	% Assets	Change
Blackrock	3.41M	0.00%	-2.34M
Thrivent financial for lutherans	327.22K	0.03%	-1.25M
Aqr capital management	71.55K	0.00%	-227.94K
First trust advisors lp	-	-	-218.56K
Franklin resources	-	-	-200.68K

New Positions

Holder	Shares	% Assets	Change	Value
Magnetar financial	1.05M	0.97%	1.05M	$46.63M
Aqr arbitrage	688.08K	0.79%	688.08K	$30.59M
Norges bank	592.23K	0.00%	592.23K	$26.32M
Slotnik capital	308.53K	6.65%	308.53K	$13.71M
Squarepoint ops	238.49K	0.02%	238.49K	$10.60M

Sold Out

Holder	Change
Tfo-tdc	-2.00
Nelson, van denburg & campbell wealth management group	-8.00
Geneos wealth management	-21.00
Corecap advisors	-35.00
Bok financial private wealth	-110.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	214	-0.93%	32,289,215	0.62%	75	1.34%	105	-11.02%	62	-1.59%
Jun 30, 2024	215	2.87%	32,091,539	3.17%	75	1.42%	117	40.96%	63	-19.23%
Mar 31, 2024	209	-4.13%	31,106,589	1.95%	72	1.42%	83	-22.43%	78	1.30%
Dec 31, 2023	218	13.54%	30,512,329	2.20%	71	1.47%	107	11.46%	77	24.19%
Sep 30, 2023	192	6.67%	29,855,126	0.44%	69	1.44%	96	4.35%	62	8.77%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Russell 2000 ETF	1.11M	2.59%	-2.49K
Vanguard Total Stock Mkt Idx Inv	1.10M	2.57%	-9.83K
Schwab US Dividend Equity ETF™	963.70K	2.25%	840.00
Harbor Small Cap Value Instl	769.08K	1.79%	-55.72K
Vanguard Institutional Extnd Mkt Idx Tr	611.20K	1.43%	8.11K
DFA US Small Cap Value I	485.53K	1.13%	25.30K
Vanguard Small Cap Index	457.75K	1.07%	900.00
Fidelity Small Cap Index	434.12K	1.01%	-11.09K
iShares Russell 2000 Value ETF	407.98K	0.95%	-
DFA US Small Cap I	364.92K	0.85%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Nov 15, 2024	Hopkins Jennifer K	-	Sell	$79.13K
Nov 11, 2024	SCHMIDT JOHN K	-	Sell	$1.54M
Nov 07, 2024	Quick Janet M	EVP, Principal Acctg Officer	Sell	$86.96K
Sep 10, 2024	Hylen Christopher	-	Sell	$217.62K
Aug 30, 2024	Kahn Robert S	EVP, Chief Strategy Officer	Sell	$56.23K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	2
2024 Q3	-	6
2024 Q2	2	5
2024 Q1	-	-
2023 Q4	1	-

HTLF Ownership FAQ

Who Owns Heartland Financial USA?

Heartland Financial USA shareholders are primarily institutional investors at 75.09%, followed by 1.75% insiders and 23.16% retail investors. The average institutional ownership in Heartland Financial USA's industry, Regional Banks Stocks, is 49.60%, which Heartland Financial USA exceeds.

Who owns the most shares of Heartland Financial USA?

Heartland Financial USA’s largest shareholders are Blackrock (3.41M shares, 7.97%), Vanguard group (3.04M shares, 7.12%), and Earnest partners (2.66M shares, 6.21%). Together, they hold 21.29% of Heartland Financial USA’s total shares outstanding.

Does Blackrock own Heartland Financial USA?

Yes, BlackRock owns 7.97% of Heartland Financial USA, totaling 3.41M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 151.53M$. In the last quarter, BlackRock decreased its holdings by -2.34M shares, a -40.71% change.

Who is Heartland Financial USA’s biggest shareholder by percentage of total assets invested?

Htlf bank is Heartland Financial USA’s biggest shareholder by percentage of total assets invested, with 6.94% of its assets in 1.37M Heartland Financial USA shares, valued at 61.03M$.

Who is the top mutual fund holder of Heartland Financial USA shares?

iShares Russell 2000 ETF is the top mutual fund holder of Heartland Financial USA shares, with 2.59% of its total shares outstanding invested in 1.11M Heartland Financial USA shares.

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