Heartland Financial USA Ownership | Who Owns Heartland Financial USA?

Overview Forecast RevenueFinancials Chart

Heartland Financial USA Ownership Summary

Heartland Financial USA is owned by 48.79% institutional investors, 1.73% insiders, and 49.49% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 8.24% of HTLF shares. iShares Russell 2000 ETF is the top mutual fund, with 2.75% of its assets in Heartland Financial USA shares.

HTLF Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Heartland Financial USA	48.79%	1.73%	49.49%
Sector	Financial Services Stocks	40.29%	14.61%	45.11%
Industry	Regional Banks Stocks	42.21%	12.07%	45.72%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	3.67M	8.24%	$225.09M
Blackrock	3.41M	7.97%	$151.53M
Vanguard group	3.15M	7.08%	$193.41M
Earnest partners	2.60M	5.83%	$159.26M
Dimensional fund advisors lp	2.49M	5.58%	$152.40M
Charles schwab investment management	1.60M	3.60%	$98.19M
State street	1.31M	3.06%	$58.14M
First trust capital management	1.18M	2.65%	$72.44M
Magnetar financial	1.05M	2.36%	$64.54M
Htlf bank	1.04M	2.33%	$63.70M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Chicago capital management	224.90K	8.51%	$13.79M
Htlf bank	1.04M	7.20%	$63.70M
First trust capital management	1.18M	5.53%	$72.44M
Gardner lewis asset management l p	297.82K	4.43%	$18.26M
Slotnik capital	135.43K	3.76%	$8.30M
Stieven capital advisors	343.36K	3.75%	$21.05M
Olympiad research lp	45.33K	2.90%	$2.78M
Yakira capital management	111.49K	2.48%	$6.83M
Petiole usa	43.86K	1.69%	$2.69M
Magnetar financial	1.05M	1.48%	$64.54M

Top Buyers

Holder	Shares	% Assets	Change
First trust capital management	1.18M	5.53%	1.15M
Norges bank	866.68K	0.01%	866.68K
Susquehanna group, llp	206.76K	0.00%	172.98K
Westchester capital management	161.88K	0.27%	161.88K
Squarepoint ops	314.35K	0.02%	156.70K

Top Sellers

Holder	Shares	% Assets	Change
Blackrock	3.41M	0.00%	-2.34M
Millennium management	280.98K	0.01%	-437.05K
Balyasny asset management	534.50K	0.05%	-297.11K
First trust advisors lp	-	-	-218.56K
Slotnik capital	135.43K	3.76%	-218.10K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	866.68K	0.01%	866.68K	$53.13M
Westchester capital management	161.88K	0.27%	161.88K	$7.20M
Prelude capital management	96.03K	0.30%	96.03K	$4.27M
Petiole usa	43.86K	1.69%	43.86K	$2.69M
Raymond james financial	33.05K	0.00%	33.05K	$2.03M

Sold Out

Holder	Change
Global financial private client	-2.00
Tfo-tdc	-2.00
Claris advisors, llc / mo /	-2.00
Nelson, van denburg & campbell wealth management group	-8.00
Geneos wealth management	-21.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	152	-29.95%	21,734,609	-32.76%	48	0.86%	70	-33.33%	45	-29.69%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Russell 2000 ETF	1.18M	2.75%	-
Vanguard Total Stock Mkt Idx Inv	1.15M	2.69%	53.95K
Schwab US Dividend Equity ETF™	1.11M	2.58%	-
First Trust Merger Arbitrage Cl I	989.04K	2.31%	989.04K
The Merger Fund A	853.40K	1.99%	400.84K
Harbor Small Cap Value Instl	757.46K	1.77%	-11.62K
Vanguard Institutional Extnd Mkt Idx Tr	649.68K	1.51%	649.68K
Vanguard Small Cap Index	464.96K	1.08%	828.00
DFA US Small Cap Value I	462.63K	1.08%	462.63K
Fidelity Small Cap Index	426.36K	0.99%	-4.00K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Dec 09, 2024	Hopkins Jennifer K	-	Sell	$392.59K
Nov 22, 2024	Frank Mark A	EVP, Chief Operations Officer	Sell	$29.05K
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

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	5
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 48.79%, followed by 1.73% insiders and 49.48% retail investors. The average institutional ownership in Heartland Financial USA's industry, Regional Banks Stocks, is 42.21%, which Heartland Financial USA exceeds.

Who owns the most shares of Heartland Financial USA?

Heartland Financial USA’s largest shareholders are Blackrock funding, inc. /de (3.67M shares, 8.24%), Blackrock (3.41M shares, 7.97%), and Vanguard group (3.15M shares, 7.08%). Together, they hold 23.29% 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?

Chicago capital management is Heartland Financial USA’s biggest shareholder by percentage of total assets invested, with 8.51% of its assets in 224.9K Heartland Financial USA shares, valued at 13.79M$.

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 2.75% of its total shares outstanding invested in 1.18M Heartland Financial USA shares.

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