Heartland Financial USA Ownership 2024 | Who Owns Heartland Financial USA Now?
Institutional Ownership
19.09%
Insider Ownership
8.47%
Retail Ownership
72.44%
Institutional Holders
93.00
Heartland Financial USA Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | 7.97% | 0.00% | 3,409,051 | -2,340,476 | -40.71% | 151,532,331 | Jun 30, 2024 |
| VANGUARD GROUP INC | 7.12% | 0.00% | 3,044,191 | -199,960 | -6.16% | 135,314,290 | Jun 30, 2024 |
| EARNEST PARTNERS LLC | 6.21% | 0.55% | 2,657,168 | 54,030 | 2.08% | 118,111,118 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 5.57% | 0.03% | 2,384,697 | 182,245 | 8.27% | 105,998,646 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3.28% | 0.01% | 1,402,673 | 3,816 | 0.27% | 62,348,815 | Jun 30, 2024 |
| HTLF BANK | 3.21% | 6.94% | 1,372,988 | -104,877 | -7.10% | 61,029,299 | Jun 30, 2024 |
| STATE STREET CORP | 3.06% | 0.00% | 1,307,972 | 83,651 | 6.83% | 58,139,355,000 | Jun 30, 2024 |
| MAGNETAR FINANCIAL LLC | 2.45% | 0.97% | 1,048,965 | 1,048,965 | 100.00% | 46,626,494 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.28% | 0.00% | 975,890 | 54,728 | 5.94% | 43,386,375 | Jun 30, 2024 |
| ALLIANCEBERNSTEIN L.P. | 1.71% | 0.01% | 732,693 | 687,638 | 1526.22% | 32,568,204 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 1.66% | 0.01% | 710,923 | 681,412 | 2309.01% | 31,600,527 | Jun 30, 2024 |
| AQR ARBITRAGE LLC | 1.61% | 0.79% | 688,083 | 688,083 | 100.00% | 30,585,289 | Jun 30, 2024 |
| NORGES BANK | 1.38% | 0.00% | 592,225 | 592,225 | 100.00% | 26,324,401 | Jun 30, 2024 |
| FMR LLC | 1.28% | 0.00% | 548,168 | -81,021 | -12.88% | 24,366,070 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 1.21% | 0.01% | 519,283 | -18,201 | -3.39% | 23,082,129 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 1.20% | 0.01% | 512,154 | -37,520 | -6.83% | 22,765,246 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 1.07% | 0.00% | 456,000 | 117,601 | 34.75% | 20,269,200 | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | 1.05% | 0.03% | 447,943 | 418,301 | 1411.18% | 19,911,066 | Jun 30, 2024 |
| MORGAN STANLEY | 0.97% | 0.00% | 415,989 | 52,225 | 14.36% | 18,490,759 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.91% | 0.00% | 388,015 | -18,407 | -4.53% | 17,247,267,000 | Jun 30, 2024 |
Heartland Financial USA's largest institutional shareholder is BLACKROCK INC., holding 7.97% of the company's total share outstanding, currently valued at $151.53M. The top 10 institutional shareholders own together 42.86% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| HTLF BANK | 3.21% | 6.94% | 1,372,988 | -104,877 | -7.10% | 61,029,299 | Jun 30, 2024 |
| SLOTNIK CAPITAL, LLC | 0.72% | 6.65% | 308,534 | 308,534 | 100.00% | 13,714,336 | Jun 30, 2024 |
| CHICAGO CAPITAL MANAGEMENT, LLC | 0.29% | 4.29% | 124,789 | 124,789 | 100.00% | 5,546,871 | Jun 30, 2024 |
| STIEVEN CAPITAL ADVISORS, L.P. | 0.63% | 2.63% | 267,628 | -126,467 | -32.09% | 11,896,065 | Jun 30, 2024 |
| OLYMPIAD RESEARCH LP | 0.11% | 1.48% | 45,329 | 45,329 | 100.00% | 2,014,874 | Jun 30, 2024 |
| GATE CITY CAPITAL MANAGEMENT, LLC | 0.32% | 1.25% | 138,093 | 138,093 | 100.00% | 1,702,687 | Jun 30, 2024 |
| YAKIRA CAPITAL MANAGEMENT, INC. | 0.14% | 0.98% | 60,294 | 60,294 | 100.00% | 2,680,068 | Jun 30, 2024 |
| MAGNETAR FINANCIAL LLC | 2.45% | 0.97% | 1,048,965 | 1,048,965 | 100.00% | 46,626,494 | Jun 30, 2024 |
| MIDWESTONE FINANCIAL GROUP, INC. | 0.27% | 0.92% | 114,446 | -2,708 | -2.31% | 5,087,125 | Jun 30, 2024 |
| AQR ARBITRAGE LLC | 1.61% | 0.79% | 688,083 | 688,083 | 100.00% | 30,585,289 | Jun 30, 2024 |
| DENALI ADVISORS LLC | 0.15% | 0.76% | 62,300 | -77,796 | -55.53% | 2,769,235 | Jun 30, 2024 |
| VERSOR INVESTMENTS LP | 0.17% | 0.60% | 73,507 | 65,168 | 781.48% | 3,267,386 | Jun 30, 2024 |
| EARNEST PARTNERS LLC | 6.21% | 0.55% | 2,657,168 | 54,030 | 2.08% | 118,111,118 | Jun 30, 2024 |
| FORTRESS WEALTH MANAGEMENT, INC. | 0.05% | 0.53% | 23,246 | - | - | 1,033,285 | Jun 30, 2024 |
| DIAMETRIC CAPITAL, LP | 0.04% | 0.43% | 18,000 | 18,000 | 100.00% | 800,100 | Jun 30, 2024 |
| CLEARALPHA TECHNOLOGIES LP | 0.06% | 0.36% | 24,575 | 24,575 | 100.00% | 1,092,359 | Jun 30, 2024 |
| SAGEFIELD CAPITAL LP | 0.17% | 0.34% | 73,218 | 73,218 | 100.00% | 3,254,540 | Jun 30, 2024 |
| PRELUDE CAPITAL MANAGEMENT, LLC | 0.22% | 0.30% | 96,027 | 96,027 | 100.00% | 4,268,400 | Jun 30, 2024 |
| FIRST COMMUNITY TRUST NA | 0.02% | 0.28% | 7,282 | - | - | 323,685 | Jun 30, 2024 |
| WESTCHESTER CAPITAL MANAGEMENT, LLC | 0.38% | 0.27% | 161,880 | 161,880 | 100.00% | 7,195,566 | Jun 30, 2024 |
The largest Heartland Financial USA shareholder by % of total assets is HTLF BANK. The company owns 1.37M shares of Heartland Financial USA (HTLF), representing 6.94% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MAGNETAR FINANCIAL LLC | 2.45% | 0.97% | 1,048,965 | 1,048,965 | 100.00% | 46,626,494 | Jun 30, 2024 |
| AQR ARBITRAGE LLC | 1.61% | 0.79% | 688,083 | 688,083 | 100.00% | 30,585,289 | Jun 30, 2024 |
| ALLIANCEBERNSTEIN L.P. | 1.71% | 0.01% | 732,693 | 687,638 | 1526.22% | 32,568,204 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 1.66% | 0.01% | 710,923 | 681,412 | 2309.01% | 31,600,527 | Jun 30, 2024 |
| NORGES BANK | 1.38% | 0.00% | 592,225 | 592,225 | 100.00% | 26,324,401 | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | 1.05% | 0.03% | 447,943 | 418,301 | 1411.18% | 19,911,066 | Jun 30, 2024 |
| SLOTNIK CAPITAL, LLC | 0.72% | 6.65% | 308,534 | 308,534 | 100.00% | 13,714,336 | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | 0.56% | 0.02% | 238,485 | 238,485 | 100.00% | 10,600,658 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 5.57% | 0.03% | 2,384,697 | 182,245 | 8.27% | 105,998,646 | Jun 30, 2024 |
| WESTCHESTER CAPITAL MANAGEMENT, LLC | 0.38% | 0.27% | 161,880 | 161,880 | 100.00% | 7,195,566 | Jun 30, 2024 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 0.58% | 0.04% | 249,695 | 139,548 | 126.69% | 11,098,943 | Jun 30, 2024 |
| GATE CITY CAPITAL MANAGEMENT, LLC | 0.32% | 1.25% | 138,093 | 138,093 | 100.00% | 1,702,687 | Jun 30, 2024 |
| CHICAGO CAPITAL MANAGEMENT, LLC | 0.29% | 4.29% | 124,789 | 124,789 | 100.00% | 5,546,871 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 1.07% | 0.00% | 456,000 | 117,601 | 34.75% | 20,269,200 | Jun 30, 2024 |
| PRELUDE CAPITAL MANAGEMENT, LLC | 0.22% | 0.30% | 96,027 | 96,027 | 100.00% | 4,268,400 | Jun 30, 2024 |
| STATE STREET CORP | 3.06% | 0.00% | 1,307,972 | 83,651 | 6.83% | 58,139,355,000 | Jun 30, 2024 |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 0.19% | 0.02% | 81,239 | 81,239 | 100.00% | 3,611,000 | Jun 30, 2024 |
| JANUS HENDERSON GROUP PLC | 0.23% | 0.00% | 96,251 | 78,026 | 428.13% | 4,277,394 | Jun 30, 2024 |
| SAGEFIELD CAPITAL LP | 0.17% | 0.34% | 73,218 | 73,218 | 100.00% | 3,254,540 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.28% | 0.00% | 120,029 | 72,624 | 153.20% | 5,335,288 | Jun 30, 2024 |
As of Jun 30 2024, Heartland Financial USA's largest institutional buyer is MAGNETAR FINANCIAL LLC. The company purchased 1.05M stocks of HTLF, valued at $46.63M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | 7.97% | 0.00% | 3,409,051 | -2,340,476 | -40.71% | 151,532,331 | Jun 30, 2024 |
| THRIVENT FINANCIAL FOR LUTHERANS | 0.76% | 0.03% | 327,216 | -1,253,521 | -79.30% | 14,545,000 | Jun 30, 2024 |
| AQR CAPITAL MANAGEMENT LLC | 0.17% | 0.00% | 71,545 | -227,935 | -76.11% | 3,180,172 | Jun 30, 2024 |
| FRANKLIN RESOURCES INC | - | - | - | -200,682 | -100.00% | - | Jun 30, 2024 |
| VANGUARD GROUP INC | 7.12% | 0.00% | 3,044,191 | -199,960 | -6.16% | 135,314,290 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.37% | 0.00% | 158,601 | -157,502 | -49.83% | 7,049,815 | Jun 30, 2024 |
| MALTESE CAPITAL MANAGEMENT LLC | - | - | - | -151,400 | -100.00% | - | Jun 30, 2024 |
| STIEVEN CAPITAL ADVISORS, L.P. | 0.63% | 2.63% | 267,628 | -126,467 | -32.09% | 11,896,065 | Jun 30, 2024 |
| ASSENAGON ASSET MANAGEMENT S.A. | - | - | - | -126,229 | -100.00% | - | Jun 30, 2024 |
| PRUDENTIAL FINANCIAL INC | 0.01% | 0.00% | 5,191 | -111,033 | -95.53% | 230,727 | Jun 30, 2024 |
| HTLF BANK | 3.21% | 6.94% | 1,372,988 | -104,877 | -7.10% | 61,029,299 | Jun 30, 2024 |
| FMR LLC | 1.28% | 0.00% | 548,168 | -81,021 | -12.88% | 24,366,070 | Jun 30, 2024 |
| DENALI ADVISORS LLC | 0.15% | 0.76% | 62,300 | -77,796 | -55.53% | 2,769,235 | Jun 30, 2024 |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | - | - | - | -75,830 | -100.00% | - | Jun 30, 2024 |
| AMERIPRISE FINANCIAL INC | 0.05% | 0.00% | 21,016 | -74,880 | -78.08% | 934,170 | Jun 30, 2024 |
| EJF CAPITAL LLC | - | - | - | -65,841 | -100.00% | - | Jun 30, 2024 |
| ELIZABETH PARK CAPITAL ADVISORS, LTD. | - | - | - | -59,087 | -100.00% | - | Jun 30, 2024 |
| PRAIRIEVIEW PARTNERS, LLC | 0.11% | 0.24% | 48,615 | -58,495 | -54.61% | 2,160,000 | Jun 30, 2024 |
| VICTORY CAPITAL MANAGEMENT INC | 0.04% | 0.00% | 15,945 | -49,712 | -75.71% | 708,755 | Jun 30, 2024 |
| ADVISOR GROUP HOLDINGS, INC. | 0.18% | 0.01% | 78,459 | -44,987 | -36.44% | 3,486,933 | Jun 30, 2024 |
As of Jun 30 2024, Heartland Financial USA's biggest institutional seller is BLACKROCK INC.. The company sold -2.34M shares of HTLF, valued at $151.53M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MAGNETAR FINANCIAL LLC | 2.45% | 0.97% | 1,048,965 | 1,048,965 | 100.00% | 46,626,494 | Jun 30, 2024 |
| AQR ARBITRAGE LLC | 1.61% | 0.79% | 688,083 | 688,083 | 100.00% | 30,585,289 | Jun 30, 2024 |
| NORGES BANK | 1.38% | 0.00% | 592,225 | 592,225 | 100.00% | 26,324,401 | Jun 30, 2024 |
| SLOTNIK CAPITAL, LLC | 0.72% | 6.65% | 308,534 | 308,534 | 100.00% | 13,714,336 | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | 0.56% | 0.02% | 238,485 | 238,485 | 100.00% | 10,600,658 | Jun 30, 2024 |
| WESTCHESTER CAPITAL MANAGEMENT, LLC | 0.38% | 0.27% | 161,880 | 161,880 | 100.00% | 7,195,566 | Jun 30, 2024 |
| GATE CITY CAPITAL MANAGEMENT, LLC | 0.32% | 1.25% | 138,093 | 138,093 | 100.00% | 1,702,687 | Jun 30, 2024 |
| CHICAGO CAPITAL MANAGEMENT, LLC | 0.29% | 4.29% | 124,789 | 124,789 | 100.00% | 5,546,871 | Jun 30, 2024 |
| PRELUDE CAPITAL MANAGEMENT, LLC | 0.22% | 0.30% | 96,027 | 96,027 | 100.00% | 4,268,400 | Jun 30, 2024 |
| SAGEFIELD CAPITAL LP | 0.17% | 0.34% | 73,218 | 73,218 | 100.00% | 3,254,540 | Jun 30, 2024 |
| YAKIRA CAPITAL MANAGEMENT, INC. | 0.14% | 0.98% | 60,294 | 60,294 | 100.00% | 2,680,068 | Jun 30, 2024 |
| CANADA PENSION PLAN INVESTMENT BOARD | 0.13% | 0.00% | 57,200 | 57,200 | 100.00% | 2,542,540 | Jun 30, 2024 |
| OMERS ADMINISTRATION CORP | 0.12% | 0.02% | 53,300 | 53,300 | 100.00% | 2,369,185 | Jun 30, 2024 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 0.12% | 0.01% | 50,200 | 50,200 | 100.00% | 2,231,390 | Jun 30, 2024 |
| OLYMPIAD RESEARCH LP | 0.11% | 1.48% | 45,329 | 45,329 | 100.00% | 2,014,874 | Jun 30, 2024 |
| LMR PARTNERS LLP | 0.10% | 0.02% | 43,255 | 43,255 | 100.00% | 1,922,685 | Jun 30, 2024 |
| VIRTU FINANCIAL LLC | 0.08% | 0.11% | 34,464 | 34,464 | 100.00% | 1,532,000 | Jun 30, 2024 |
| WOLVERINE ASSET MANAGEMENT LLC | 0.07% | 0.01% | 29,453 | 29,453 | 100.00% | 1,309,185 | Jun 30, 2024 |
| FIRST TRUST CAPITAL MANAGEMENT L.P. | 0.06% | 0.11% | 26,722 | 26,722 | 100.00% | 1,187,793 | Jun 30, 2024 |
| CLEARALPHA TECHNOLOGIES LP | 0.06% | 0.36% | 24,575 | 24,575 | 100.00% | 1,092,359 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.05% | 0.01% | 22,815 | 22,815 | 100.00% | 1,014,127 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.05% | 0.00% | 21,151 | 21,151 | 100.00% | 940,162 | Jun 30, 2024 |
| STIFEL FINANCIAL CORP | 0.05% | 0.00% | 21,039 | 21,039 | 100.00% | 935,183 | Jun 30, 2024 |
| CSS LLC/IL | 0.05% | 0.05% | 20,478 | 20,478 | 100.00% | 910,247 | Jun 30, 2024 |
| GABELLI & CO INVESTMENT ADVISERS, INC. | 0.04% | 0.14% | 18,378 | 18,378 | 100.00% | 816,902 | Jun 30, 2024 |
| WATER ISLAND CAPITAL LLC | 0.04% | 0.08% | 18,002 | 18,002 | 100.00% | 800,000 | Jun 30, 2024 |
| DIAMETRIC CAPITAL, LP | 0.04% | 0.43% | 18,000 | 18,000 | 100.00% | 800,100 | Jun 30, 2024 |
| BANK OF MONTREAL /CAN/ | 0.04% | 0.00% | 14,974 | 14,974 | 100.00% | 673,082 | Jun 30, 2024 |
| ATRIA INVESTMENTS, INC | 0.03% | 0.01% | 13,058 | 13,058 | 100.00% | 580,427 | Jun 30, 2024 |
| GUGGENHEIM CAPITAL LLC | 0.03% | 0.00% | 11,383 | 11,383 | 100.00% | 505,974 | Jun 30, 2024 |
| TUDOR INVESTMENT CORP ET AL | 0.02% | 0.00% | 10,000 | 10,000 | 100.00% | 444,500 | Jun 30, 2024 |
| PENDERFUND CAPITAL MANAGEMENT LTD. | 0.02% | 0.15% | 9,100 | 9,100 | 100.00% | 553,369 | Jun 30, 2024 |
| TWO SIGMA SECURITIES, LLC | 0.02% | 0.00% | 8,752 | 8,752 | 100.00% | 389,026 | Jun 30, 2024 |
| CAMBRIA INVESTMENT MANAGEMENT, L.P. | 0.02% | 0.02% | 8,607 | 8,607 | 100.00% | 382,581 | Jun 30, 2024 |
| AIGEN INVESTMENT MANAGEMENT, LP | 0.02% | 0.07% | 7,878 | 7,878 | 100.00% | 350,177 | Jun 30, 2024 |
| READYSTATE ASSET MANAGEMENT LP | 0.02% | 0.01% | 6,643 | 6,643 | 100.00% | 295,281 | Jun 30, 2024 |
| PICTET ASSET MANAGEMENT HOLDING SA | 0.01% | 0.00% | 5,070 | 5,070 | 100.00% | 225,362 | Jun 30, 2024 |
| XTX TOPCO LTD | 0.01% | 0.02% | 5,062 | 5,062 | 100.00% | 225,006 | Jun 30, 2024 |
| FIRST AFFIRMATIVE FINANCIAL NETWORK | 0.01% | 0.15% | 4,706 | 4,706 | 100.00% | 209,177 | Jun 30, 2024 |
| CLEARSTEAD ADVISORS, LLC | 0.01% | 0.00% | 4,237 | 4,237 | 100.00% | 188,335 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | 0.00% | 0.03% | 1,864 | 1,864 | 100.00% | 82,854 | Jun 30, 2024 |
| USA FINANCIAL PORTFORMULAS CORP | 0.00% | 0.01% | 828 | 828 | 100.00% | 36,805 | Jun 30, 2024 |
| SRS CAPITAL ADVISORS, INC. | 0.00% | 0.00% | 427 | 427 | 100.00% | 18,981 | Jun 30, 2024 |
| SMARTLEAF ASSET MANAGEMENT LLC | 0.00% | 0.00% | 255 | 255 | 100.00% | 11,169 | Jun 30, 2024 |
| CORECAP ADVISORS, LLC | 0.00% | 0.00% | 35 | 35 | 100.00% | 1,556 | Jun 30, 2024 |
Heartland Financial USA's largest new institutional shareholder by number of shares is MAGNETAR FINANCIAL LLC, purchased 1.05M shares, valued at $46.63M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| FRANKLIN RESOURCES INC | - | - | - | -200,682 | -100.00% | - | Jun 30, 2024 |
| MALTESE CAPITAL MANAGEMENT LLC | - | - | - | -151,400 | -100.00% | - | Jun 30, 2024 |
| ASSENAGON ASSET MANAGEMENT S.A. | - | - | - | -126,229 | -100.00% | - | Jun 30, 2024 |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | - | - | - | -75,830 | -100.00% | - | Jun 30, 2024 |
| EJF CAPITAL LLC | - | - | - | -65,841 | -100.00% | - | Jun 30, 2024 |
| ELIZABETH PARK CAPITAL ADVISORS, LTD. | - | - | - | -59,087 | -100.00% | - | Jun 30, 2024 |
| FJ CAPITAL MANAGEMENT LLC | - | - | - | -36,010 | -100.00% | - | Jun 30, 2024 |
| ATOM INVESTORS LP | - | - | - | -35,314 | -100.00% | - | Jun 30, 2024 |
| MARTINGALE ASSET MANAGEMENT L P | - | - | - | -31,511 | -100.00% | - | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | - | - | - | -27,485 | -100.00% | - | Jun 30, 2024 |
| TREXQUANT INVESTMENT LP | - | - | - | -27,182 | -100.00% | - | Jun 30, 2024 |
| SIPPICAN CAPITAL ADVISORS | - | - | - | -25,748 | -100.00% | - | Jun 30, 2024 |
| CAMPBELL & CO INVESTMENT ADVISER LLC | - | - | - | -23,208 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -20,848 | -100.00% | - | Jun 30, 2024 |
| BLACK MAPLE CAPITAL MANAGEMENT LP | - | - | - | -19,799 | -100.00% | - | Jun 30, 2024 |
| JUMP FINANCIAL, LLC | - | - | - | -18,482 | -100.00% | - | Jun 30, 2024 |
| SUMMIT GLOBAL INVESTMENTS | - | - | - | -17,724 | -100.00% | - | Jun 30, 2024 |
| ENGINEERS GATE MANAGER LP | - | - | - | -17,627 | -100.00% | - | Jun 30, 2024 |
| QUOTIENT WEALTH PARTNERS, LLC | - | - | - | -14,599 | -100.00% | - | Jun 30, 2024 |
| SCHONFELD STRATEGIC ADVISORS LLC | - | - | - | -14,470 | -100.00% | - | Jun 30, 2024 |
| CAXTON ASSOCIATES LP | - | - | - | -12,153 | -100.00% | - | Jun 30, 2024 |
| OCCUDO QUANTITATIVE STRATEGIES LP | - | - | - | -11,302 | -100.00% | - | Jun 30, 2024 |
| FIRST FINANCIAL BANKSHARES INC | - | - | - | -10,685 | -100.00% | - | Jun 30, 2024 |
| ENTROPY TECHNOLOGIES, LP | - | - | - | -10,605 | -100.00% | - | Jun 30, 2024 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | - | - | - | -9,866 | -100.00% | - | Jun 30, 2024 |
| SAVANT CAPITAL, LLC | - | - | - | -7,923 | -100.00% | - | Jun 30, 2024 |
| PROSSIMO ADVISORS, LLC | - | - | - | -6,476 | -100.00% | - | Jun 30, 2024 |
| PETRUS TRUST COMPANY, LTA | - | - | - | -6,442 | -100.00% | - | Jun 30, 2024 |
| INCEPTIONR LLC | - | - | - | -6,117 | -100.00% | - | Jun 30, 2024 |
| HGK ASSET MANAGEMENT INC | - | - | - | -5,424 | -100.00% | - | Jun 30, 2024 |
| SG AMERICAS SECURITIES, LLC | - | - | - | -4,757 | -100.00% | - | Jun 30, 2024 |
| AQUATIC CAPITAL MANAGEMENT LLC | - | - | - | -3,000 | -100.00% | - | Jun 30, 2024 |
| MEEDER ASSET MANAGEMENT INC | - | - | - | -2,807 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -2,239 | -100.00% | - | Jun 30, 2024 |
| HARBOUR INVESTMENTS, INC. | - | - | - | -2,125 | -100.00% | - | Jun 30, 2024 |
| COVESTOR LTD | - | - | - | -1,078 | -100.00% | - | Jun 30, 2024 |
| ISLAY CAPITAL MANAGEMENT, LLC | - | - | - | -500 | -100.00% | - | Jun 30, 2024 |
| QUARRY LP | - | - | - | -246 | -100.00% | - | Jun 30, 2024 |
| SIMPLEX TRADING, LLC | - | - | - | -164 | -100.00% | - | Jun 30, 2024 |
| GENEOS WEALTH MANAGEMENT INC. | - | - | - | -21 | -100.00% | - | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -8 | -100.00% | - | Jun 30, 2024 |
| TFO-TDC, LLC | - | - | - | -2 | -100.00% | - | Jun 30, 2024 |
Heartland Financial USA's largest sold out institutional shareholder by shares sold is FRANKLIN RESOURCES INC, sold -0.20M shares, valued at -, as of undefined.
Heartland Financial USA Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| Walthausen Funds | 0.54% | 18,600 | - | - | Apr 30, 2023 |
| BlackRock Advantage SMID Cap Fund, Inc. | 0.19% | 37,132 | -10,748 | -22.45% | Mar 28, 2024 |
| CORNERCAP GROUP OF FUNDS /VA/ | 0.15% | 10,782 | - | - | Sep 30, 2022 |
| Monteagle Funds | 0.07% | 2,800 | - | - | Feb 29, 2024 |
| Vericimetry Funds | 0.06% | 5,040 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.05% | 27,004 | - | - | Mar 31, 2024 |
| BRIDGEWAY FUNDS INC | 0.05% | 119,700 | - | - | Mar 28, 2024 |
| HARBOR FUNDS | 0.03% | 745,357 | -65,908 | -8.12% | Jan 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.02% | 91,433 | -33,213 | -26.65% | Jan 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND VI | 0.02% | 99,154 | -3,653 | -3.55% | Mar 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND IV | 0.02% | 40,700 | 4,300 | 11.81% | Mar 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.01% | 74,300 | -2,725 | -3.54% | Mar 31, 2024 |
| FIDELITY CAPITAL TRUST | 0.01% | 118,600 | - | - | Jan 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.01% | 6,179 | -237 | -3.69% | Mar 31, 2024 |
| BNY Mellon Strategic Funds, Inc. | 0.01% | 21,860 | -10,700 | -32.86% | Feb 29, 2024 |
| Federated Hermes MDT Series | 0.01% | 22,838 | - | - | Jan 31, 2024 |
| T. Rowe Price Quantitative Management Funds, Inc. | 0.01% | 29,385 | - | - | Mar 31, 2024 |
| FIDELITY ADVISOR SERIES VII | 0.01% | 75,628 | -14,600 | -16.18% | Jan 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND III | 0.01% | 72,200 | - | - | Mar 31, 2024 |
| Guggenheim Variable Funds Trust | 0.01% | 33,141 | - | - | Dec 31, 2023 |
| Humankind Benefit Corp | 0.01% | 151 | -1 | -0.66% | Dec 31, 2023 |
| FIDELITY SECURITIES FUND | 0.01% | 607,717 | - | - | Jan 31, 2024 |
| FIDELITY SELECT PORTFOLIOS | 0.01% | 421,300 | 98,800 | 30.64% | Feb 29, 2024 |
| VANGUARD INDEX FUNDS | 0.01% | 2,467,553 | -564,096 | -18.61% | Mar 31, 2024 |
| NUVEEN INVESTMENT FUNDS INC | 0.00% | 167,946 | -4,916 | -2.84% | Jan 31, 2024 |
| AMERICAN CENTURY ETF TRUST | 0.00% | 523,574 | 110,598 | 26.78% | Feb 29, 2024 |
| FIRST TRUST VARIABLE INSURANCE TRUST | 0.00% | 22,268 | -1,304 | -5.53% | Mar 28, 2024 |
| FIDELITY COMMONWEALTH TRUST | 0.00% | 13,878 | - | - | Feb 29, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 953 | - | - | Mar 31, 2024 |
| IndexIQ ETF Trust | 0.00% | 8,485 | -592 | -6.52% | Jan 31, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 149,673 | 7,660 | 5.39% | Jan 31, 2024 |
| Thrivent Core Funds | 0.00% | 224,608 | 224,608 | - | Jan 31, 2024 |
| THRIVENT SERIES FUND INC | 0.00% | 388,491 | -53,343 | -12.07% | Mar 28, 2024 |
| HOTCHKIS & WILEY FUNDS /DE/ | 0.00% | 42,500 | 19,900 | 88.05% | Mar 31, 2024 |
| Collaborative Investment Series Trust | 0.00% | 498 | - | - | Mar 31, 2024 |
| Virtus Investment Trust | 0.00% | 102,938 | -4,690 | -4.36% | Mar 28, 2024 |
| VANGUARD HORIZON FUNDS | 0.00% | 69,870 | -69,870 | -50.00% | Mar 31, 2024 |
| Columbia Funds Variable Series Trust II | 0.00% | 90,863 | - | - | Mar 31, 2024 |
| AdvisorShares Trust | 0.00% | 10,937 | - | - | Mar 28, 2024 |
| AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC. | 0.00% | 5,463 | -4,867 | -47.12% | Mar 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 26,787 | 5,531 | 26.02% | Mar 31, 2024 |
| FIDELITY COVINGTON TRUST | 0.00% | 39,668 | 32,289 | 437.58% | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.00% | 20,936 | -1,139 | -5.16% | Mar 31, 2024 |
| TARGET PORTFOLIO TRUST | 0.00% | 42,504 | - | - | Jan 31, 2024 |
| VANGUARD WHITEHALL FUNDS | 0.00% | 186,638 | -3,066 | -1.62% | Jan 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 377,979 | 13,405 | 3.68% | Feb 29, 2024 |
| JNL VARIABLE FUND LLC | 0.00% | 9,903 | - | - | Mar 31, 2020 |
| EATON VANCE GROWTH TRUST | 0.00% | 17,157 | - | - | Feb 29, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 4,203 | - | - | Mar 31, 2024 |
| Principal Exchange-Traded Funds | 0.00% | 18,426 | 6,360 | 52.71% | Mar 31, 2024 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 1,511,621 | 378,997 | 33.46% | Jan 31, 2024 |
| Dimensional ETF Trust | 0.00% | 621,244 | 30,494 | 5.16% | Jan 31, 2024 |
| Nushares ETF Trust | 0.00% | 10,130 | - | - | Jan 31, 2024 |
| VANGUARD VARIABLE INSURANCE FUNDS | 0.00% | 71,885 | 5,191 | 7.78% | Mar 31, 2024 |
| Fidelity Commonwealth Trust II | 0.00% | 9,179 | 4,100 | 80.72% | Aug 31, 2023 |
| TIAA-CREF LIFE FUNDS | 0.00% | 3,664 | -117 | -3.09% | Mar 31, 2024 |
| TIMOTHY PLAN | 0.00% | 6,002 | 810 | 15.60% | Mar 31, 2024 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST | 0.00% | 3,737 | 1,242 | 49.78% | Mar 31, 2024 |
| Lattice Strategies Trust | 0.00% | 1,323 | 546 | 70.27% | Mar 31, 2024 |
| PFM Multi-Manager Series Trust | 0.00% | 700 | - | - | Dec 31, 2023 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 61,560 | 60 | 0.10% | Jan 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 21,715 | -1,755 | -7.48% | Mar 31, 2024 |
| LEGG MASON PARTNERS INVESTMENT TRUST | 0.00% | 32,900 | - | - | Mar 28, 2024 |
| ALPS ETF Trust | 0.00% | 7,849 | - | - | Feb 29, 2024 |
| GREEN CENTURY FUNDS | 0.00% | 1,213 | - | - | Jan 31, 2024 |
| SCHWAB STRATEGIC TRUST | 0.00% | 342,265 | 28,733 | 9.16% | Feb 29, 2024 |
| Meeder Funds | 0.00% | 2,807 | 2,454 | 695.18% | Mar 31, 2024 |
| STERLING CAPITAL FUNDS | 0.00% | 11,870 | - | - | Mar 28, 2024 |
| SunAmerica Specialty Series | 0.00% | 286 | - | - | Apr 30, 2021 |
| Forethought Variable Insurance Trust | 0.00% | 2,007 | - | - | Mar 28, 2024 |
| PUTNAM ASSET ALLOCATION FUNDS | 0.00% | 15,321 | 1,398 | 10.04% | Mar 31, 2024 |
| MASTER INVESTMENT PORTFOLIO | 0.00% | 41,029 | 4,943 | 13.70% | Mar 31, 2024 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 14,380 | -3,154 | -17.99% | Mar 31, 2024 |
| Global X Funds | 0.00% | 19,032 | 998 | 5.53% | Jan 31, 2024 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 1,967 | -114 | -5.48% | Mar 31, 2024 |
| Dunham Funds | 0.00% | 25,869 | 560 | 2.21% | Jan 31, 2024 |
| PRUDENTIAL INVESTMENT PORTFOLIOS, INC. | 0.00% | 3,430 | - | - | Mar 28, 2024 |
| FIDELITY PURITAN TRUST | 0.00% | 17,600 | - | - | Jan 31, 2024 |
| SSGA FUNDS | 0.00% | 130 | - | - | Feb 29, 2024 |
| STONE RIDGE TRUST | 0.00% | 7,202 | - | - | Jan 31, 2024 |
| Managed Portfolio Series | 0.00% | 6,336 | - | - | Jan 31, 2024 |
| VANGUARD WORLD FUND | 0.00% | 70,044 | -2,640 | -3.63% | Feb 29, 2024 |
| SA FUNDS INVESTMENT TRUST | 0.00% | 4,558 | - | - | Mar 31, 2024 |
| RBB FUND, INC. | 0.00% | 23,392 | 20,219 | 637.22% | Feb 29, 2024 |
| STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 15,100 | 700 | 4.86% | Mar 31, 2024 |
| NEW COVENANT FUNDS | 0.00% | 1,003 | - | - | Dec 31, 2023 |
| Direxion Shares ETF Trust | 0.00% | 31,775 | 4,523 | 16.60% | Jan 31, 2024 |
| BMO FUNDS, INC. | 0.00% | 8,269 | 1,825 | 28.32% | Nov 30, 2021 |
| JPMORGAN INSURANCE TRUST | 0.00% | 2,600 | - | - | Mar 31, 2023 |
| NORTHERN FUNDS | 0.00% | 24,034 | -274 | -1.13% | Mar 28, 2024 |
| Federated Hermes Global Allocation Fund | 0.00% | 1,360 | - | - | Feb 29, 2024 |
| BLACKROCK FUNDS | 0.00% | 938,745 | 926,210 | 7388.99% | Feb 29, 2024 |
| GPS Funds I | 0.00% | 682 | - | - | Mar 31, 2024 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 6,537 | - | - | Dec 31, 2023 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 2,680 | 242 | 9.93% | Mar 31, 2024 |
| FIDELITY ADVISOR SERIES I | 0.00% | 17,800 | - | - | Feb 29, 2024 |
| iSHARES TRUST | 0.00% | 1,532,296 | -80,275 | -4.98% | Mar 31, 2024 |
| VANGUARD SCOTTSDALE FUNDS | 0.00% | 186,244 | 20,273 | 12.21% | Feb 29, 2024 |
| NORTHERN LIGHTS FUND TRUST II | 0.00% | 1,044 | -170 | -14.00% | Mar 31, 2024 |
| NATIONWIDE VARIABLE INSURANCE TRUST | 0.00% | 12,359 | 2,590 | 26.51% | Mar 31, 2024 |
Heartland Financial USA's largest mutual fund holder by % of total assets is "Walthausen Funds", owning 18.60K shares, compromising 0.54% of its total assets.
Heartland Financial USA Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 93 | -55.50% |
| 31 Mar, 24 | 209 | -4.13% |
| 31 Dec, 23 | 218 | 13.54% |
| 30 Sep, 23 | 192 | 7.26% |
| 30 Jun, 23 | 179 | -8.67% |
| 31 Mar, 23 | 196 | 8.89% |
| 31 Dec, 22 | 180 | -0.55% |
| 30 Sep, 22 | 181 | 1.12% |
| 30 Jun, 22 | 179 | -4.79% |
| 31 Mar, 22 | 188 | 3.30% |
| 31 Dec, 21 | 182 | 1.11% |
| 30 Sep, 21 | 180 | 4.05% |
| 30 Jun, 21 | 173 | -1.14% |
| 31 Mar, 21 | 175 | 9.38% |
| 31 Dec, 20 | 160 | 10.34% |
| 30 Sep, 20 | 145 | 0.69% |
| 30 Jun, 20 | 144 | 4.35% |
| 31 Mar, 20 | 138 | -6.76% |
| 31 Dec, 19 | 148 | -3.27% |
| 30 Sep, 19 | 153 | 2.00% |
| 30 Jun, 19 | 150 | 2.74% |
| 31 Mar, 19 | 146 | 6.57% |
| 31 Dec, 18 | 137 | -1.44% |
| 30 Sep, 18 | 139 | -0.71% |
| 30 Jun, 18 | 140 | -2.78% |
| 31 Mar, 18 | 144 | -2.70% |
| 31 Dec, 17 | 148 | 12.12% |
| 30 Sep, 17 | 132 | -2.22% |
| 30 Jun, 17 | 135 | -2.17% |
| 31 Mar, 17 | 138 | -3.50% |
| 31 Dec, 16 | 143 | 8.33% |
| 30 Sep, 16 | 132 | -0.75% |
| 30 Jun, 16 | 133 | 15.65% |
| 31 Mar, 16 | 115 | 9.52% |
| 31 Dec, 15 | 105 | -7.08% |
| 30 Sep, 15 | 113 | -1.74% |
| 30 Jun, 15 | 115 | 17.35% |
| 31 Mar, 15 | 98 | 11.36% |
| 31 Dec, 14 | 88 | 12.82% |
| 30 Sep, 14 | 78 | 11.43% |
| 30 Jun, 14 | 70 | -1.41% |
| 31 Mar, 14 | 71 | -1.39% |
| 31 Dec, 13 | 72 | -4.00% |
| 30 Sep, 13 | 75 | 1.35% |
| 30 Jun, 13 | 74 | 252.38% |
| 31 Mar, 13 | 21 | -25.00% |
| 31 Dec, 12 | 28 | -15.15% |
| 30 Sep, 12 | 33 | - |
| 30 Jun, 12 | 33 | 83.33% |
| 31 Mar, 12 | 18 | 5.88% |
| 31 Dec, 11 | 17 | - |
| 30 Sep, 11 | 17 | 13.33% |
| 30 Jun, 11 | 15 | - |
| 31 Mar, 11 | 15 | 25.00% |
| 31 Dec, 10 | 12 | -14.29% |
| 30 Sep, 10 | 14 | - |
| 30 Jun, 10 | 14 | 7.69% |
| 31 Mar, 10 | 13 | 8.33% |
| 31 Dec, 09 | 12 | - |
| 30 Sep, 09 | 12 | - |
| 30 Jun, 09 | 12 | 50.00% |
| 31 Mar, 09 | 8 | -20.00% |
| 31 Dec, 08 | 10 | -28.57% |
| 30 Sep, 08 | 14 | 40.00% |
| 30 Jun, 08 | 10 | 11.11% |
| 31 Mar, 08 | 9 | -10.00% |
| 31 Dec, 07 | 10 | - |
| 30 Sep, 07 | 10 | - |
| 30 Jun, 07 | 10 | 11.11% |
| 31 Mar, 07 | 9 | -30.77% |
| 31 Dec, 06 | 13 | 30.00% |
| 30 Sep, 06 | 10 | - |
| 30 Jun, 06 | 10 | 42.86% |
| 31 Mar, 06 | 7 | -12.50% |
| 31 Dec, 05 | 8 | 60.00% |
| 30 Sep, 05 | 5 | -28.57% |
| 30 Jun, 05 | 7 | - |
| 31 Mar, 05 | 7 | 75.00% |
| 31 Dec, 04 | 4 | - |
| 30 Sep, 04 | 4 | 33.33% |
| 30 Jun, 04 | 3 | -25.00% |
| 31 Mar, 04 | 4 | -20.00% |
| 31 Dec, 03 | 5 | 25.00% |
| 30 Sep, 03 | 4 | 33.33% |
| 30 Jun, 03 | 3 | - |
| 31 Dec, 02 | 1 | - |
As of 30 Jun 24, 93 institutions are holding Heartland Financial USA's shares, representing a decrease of -55.50% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 8,167,219 | -73.74% |
| 31 Mar, 24 | 31,106,589 | 1.95% |
| 31 Dec, 23 | 30,512,329 | 2.20% |
| 30 Sep, 23 | 29,855,126 | 1.66% |
| 30 Jun, 23 | 29,366,709 | -1.31% |
| 31 Mar, 23 | 29,756,217 | 7.80% |
| 31 Dec, 22 | 27,604,368 | 2.86% |
| 30 Sep, 22 | 26,836,787 | 0.03% |
| 30 Jun, 22 | 26,830,069 | 0.63% |
| 31 Mar, 22 | 26,663,045 | 2.39% |
| 31 Dec, 21 | 26,040,396 | 1.62% |
| 30 Sep, 21 | 25,624,538 | 0.88% |
| 30 Jun, 21 | 25,400,985 | 2.77% |
| 31 Mar, 21 | 24,716,098 | 12.31% |
| 31 Dec, 20 | 22,006,213 | 3.39% |
| 30 Sep, 20 | 21,284,926 | 0.78% |
| 30 Jun, 20 | 21,121,139 | 1.14% |
| 31 Mar, 20 | 20,882,664 | 0.78% |
| 31 Dec, 19 | 20,721,637 | 4.04% |
| 30 Sep, 19 | 19,917,087 | 5.50% |
| 30 Jun, 19 | 18,877,973 | 0.89% |
| 31 Mar, 19 | 18,711,973 | -2.79% |
| 31 Dec, 18 | 19,249,300 | 0.36% |
| 30 Sep, 18 | 19,180,678 | 6.48% |
| 30 Jun, 18 | 18,013,448 | 2.90% |
| 31 Mar, 18 | 17,506,346 | 7.34% |
| 31 Dec, 17 | 16,309,663 | 13.72% |
| 30 Sep, 17 | 14,342,079 | 13.08% |
| 30 Jun, 17 | 12,683,599 | 4.74% |
| 31 Mar, 17 | 12,109,284 | -2.53% |
| 31 Dec, 16 | 12,423,615 | 22.74% |
| 30 Sep, 16 | 10,122,003 | 0.11% |
| 30 Jun, 16 | 10,111,112 | 8.95% |
| 31 Mar, 16 | 9,280,781 | 11.40% |
| 31 Dec, 15 | 8,331,196 | -49.97% |
| 30 Sep, 15 | 16,652,049 | 108.14% |
| 30 Jun, 15 | 8,000,396 | 10.83% |
| 31 Mar, 15 | 7,218,778 | 3.85% |
| 31 Dec, 14 | 6,951,074 | 0.61% |
| 30 Sep, 14 | 6,909,269 | -1.37% |
| 30 Jun, 14 | 7,005,522 | -2.87% |
| 31 Mar, 14 | 7,212,385 | 0.03% |
| 31 Dec, 13 | 7,210,052 | 6.09% |
| 30 Sep, 13 | 6,796,123 | -0.31% |
| 30 Jun, 13 | 6,817,043 | 108.84% |
| 31 Mar, 13 | 3,264,263 | -2.51% |
| 31 Dec, 12 | 3,348,205 | 1.02% |
| 30 Sep, 12 | 3,314,263 | 3.76% |
| 30 Jun, 12 | 3,194,174 | 2.94% |
| 31 Mar, 12 | 3,102,981 | 217.00% |
| 31 Dec, 11 | 978,847 | -9.95% |
| 30 Sep, 11 | 1,086,944 | -32.26% |
| 30 Jun, 11 | 1,604,609 | 6.73% |
| 31 Mar, 11 | 1,503,429 | 56.31% |
| 31 Dec, 10 | 961,822 | -15.47% |
| 30 Sep, 10 | 1,137,856 | 4.89% |
| 30 Jun, 10 | 1,084,760 | -2.62% |
| 31 Mar, 10 | 1,113,984 | 16.57% |
| 31 Dec, 09 | 955,626 | 20.87% |
| 30 Sep, 09 | 790,617 | 6.90% |
| 30 Jun, 09 | 739,570 | 9.61% |
| 31 Mar, 09 | 674,725 | -42.70% |
| 31 Dec, 08 | 1,177,597 | 86.45% |
| 30 Sep, 08 | 631,587 | 140.03% |
| 30 Jun, 08 | 263,129 | 30.56% |
| 31 Mar, 08 | 201,543 | 7.02% |
| 31 Dec, 07 | 188,319 | -25.31% |
| 30 Sep, 07 | 252,144 | -4.79% |
| 30 Jun, 07 | 264,824 | -9.17% |
| 31 Mar, 07 | 291,558 | -11.46% |
| 31 Dec, 06 | 329,279 | 12.36% |
| 30 Sep, 06 | 293,062 | -44.77% |
| 30 Jun, 06 | 530,667 | 1.92% |
| 31 Mar, 06 | 520,689 | -13.07% |
| 31 Dec, 05 | 599,003 | 190.62% |
| 30 Sep, 05 | 206,110 | -27.84% |
| 30 Jun, 05 | 285,613 | 71.54% |
| 31 Mar, 05 | 166,495 | 24.20% |
| 31 Dec, 04 | 134,049 | 27.34% |
| 30 Sep, 04 | 105,267 | 44.52% |
| 30 Jun, 04 | 72,839 | -35.27% |
| 31 Mar, 04 | 112,528 | -0.17% |
| 31 Dec, 03 | 112,715 | 56.17% |
| 30 Sep, 03 | 72,174 | 122.09% |
| 30 Jun, 03 | 32,497 | - |
| 31 Dec, 02 | 30,000 | - |
Heartland Financial USA (HTLF) has 8.17M shares outstanding as of 30 Jun 24, down -73.74% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 19.09% | 0.36% |
| 31 Mar, 24 | 72.71% | 1.42% |
| 31 Dec, 23 | 71.46% | 1.47% |
| 30 Sep, 23 | 69.82% | 1.48% |
| 30 Jun, 23 | 68.78% | 1.41% |
| 31 Mar, 23 | 69.83% | 1.66% |
| 31 Dec, 22 | 64.83% | 1.62% |
| 30 Sep, 22 | 63.23% | 1.58% |
| 30 Jun, 22 | 63.17% | 1.59% |
| 31 Mar, 22 | 62.94% | 1.66% |
| 31 Dec, 21 | 61.62% | 1.68% |
| 30 Sep, 21 | 60.57% | 1.68% |
| 30 Jun, 21 | 60.13% | 1.75% |
| 31 Mar, 21 | 58.61% | 1.68% |
| 31 Dec, 20 | 59.05% | 1.78% |
| 30 Sep, 20 | 57.62% | 1.76% |
| 30 Jun, 20 | 57.27% | 1.78% |
| 31 Mar, 20 | 56.71% | 1.78% |
| 31 Dec, 19 | 56.46% | 1.92% |
| 30 Sep, 19 | 54.28% | 1.95% |
| 30 Jun, 19 | 52.81% | 1.80% |
| 31 Mar, 19 | 54.14% | 1.59% |
| 31 Dec, 18 | 58.31% | 1.88% |
| 30 Sep, 18 | 55.67% | 1.83% |
| 30 Jun, 18 | 55.22% | 1.67% |
| 31 Mar, 18 | 57.51% | 1.94% |
| 31 Dec, 17 | 54.45% | 2.37% |
| 30 Sep, 17 | 47.89% | 2.12% |
| 30 Jun, 17 | 47.50% | 2.27% |
| 31 Mar, 17 | 45.76% | 1.83% |
| 31 Dec, 16 | 49.94% | 2.97% |
| 30 Sep, 16 | 41.01% | 2.42% |
| 30 Jun, 16 | 41.20% | 2.80% |
| 31 Mar, 16 | 38.36% | 2.55% |
| 31 Dec, 15 | 38.76% | 0.60% |
| 30 Sep, 15 | 80.69% | 5.36% |
| 30 Jun, 15 | 38.81% | 3.10% |
| 31 Mar, 15 | 35.38% | 2.51% |
| 31 Dec, 14 | 37.55% | 2.69% |
| 30 Sep, 14 | 37.39% | 2.60% |
| 30 Jun, 14 | 37.93% | 2.48% |
| 31 Mar, 14 | 39.08% | 2.22% |
| 31 Dec, 13 | 41.92% | 2.60% |
| 30 Sep, 13 | 40.13% | 2.47% |
| 30 Jun, 13 | 40.34% | 10.75% |
| 31 Mar, 13 | 19.37% | 4.71% |
| 31 Dec, 12 | 20.27% | 5.01% |
| 30 Sep, 12 | 20.12% | 5.35% |
| 30 Jun, 12 | 19.39% | 5.48% |
| 31 Mar, 12 | 18.82% | 53.23% |
| 31 Dec, 11 | 5.95% | 13.61% |
| 30 Sep, 11 | 6.61% | 6.93% |
| 30 Jun, 11 | 9.77% | 11.64% |
| 31 Mar, 11 | 9.16% | 26.63% |
| 31 Dec, 10 | 5.87% | 12.15% |
| 30 Sep, 10 | 6.95% | 15.81% |
| 30 Jun, 10 | 6.63% | 14.28% |
| 31 Mar, 10 | 6.81% | 19.81% |
| 31 Dec, 09 | 5.86% | 24.89% |
| 30 Sep, 09 | 4.85% | 23.51% |
| 30 Jun, 09 | 4.54% | 26.44% |
| 31 Mar, 09 | 4.15% | 7.90% |
| 31 Dec, 08 | 7.25% | 48.05% |
| 30 Sep, 08 | 3.88% | 149.33% |
| 30 Jun, 08 | 1.61% | 106.49% |
| 31 Mar, 08 | 1.23% | 94.33% |
| 31 Dec, 07 | 1.14% | 48.84% |
| 30 Sep, 07 | 1.53% | 57.77% |
| 30 Jun, 07 | 1.63% | 52.04% |
| 31 Mar, 07 | 1.77% | 44.48% |
| 31 Dec, 06 | 1.99% | 62.19% |
| 30 Sep, 06 | 1.79% | 17.05% |
| 30 Jun, 06 | 3.24% | 32.81% |
| 31 Mar, 06 | 3.14% | 23.76% |
| 31 Dec, 05 | 3.64% | 229.70% |
| 30 Sep, 05 | 1.26% | 41.40% |
| 30 Jun, 05 | 1.74% | 170.20% |
| 31 Mar, 05 | 1.01% | 141.01% |
| 31 Dec, 04 | 0.85% | 214.28% |
| 30 Sep, 04 | 0.63% | 294.95% |
| 30 Jun, 04 | 0.46% | 85.93% |
| 31 Mar, 04 | 0.73% | 135.97% |
| 31 Dec, 03 | 0.73% | 324.99% |
| 30 Sep, 03 | 0.48% | 969.51% |
| 30 Jun, 03 | 0.22% | - |
| 31 Dec, 02 | 0.20% | - |
As of 30 Jun 24, Heartland Financial USA is held by 19.09% institutional shareholders, representing a 0.36% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 42 | -49.40% |
| 31 Mar, 24 | 83 | -22.43% |
| 31 Dec, 23 | 107 | 11.46% |
| 30 Sep, 23 | 96 | 4.35% |
| 30 Jun, 23 | 92 | -26.40% |
| 31 Mar, 23 | 125 | 47.06% |
| 31 Dec, 22 | 85 | 3.66% |
| 30 Sep, 22 | 82 | 2.50% |
| 30 Jun, 22 | 80 | -2.44% |
| 31 Mar, 22 | 82 | -8.89% |
| 31 Dec, 21 | 90 | 7.14% |
| 30 Sep, 21 | 84 | -8.70% |
| 30 Jun, 21 | 92 | -8.00% |
| 31 Mar, 21 | 100 | 40.85% |
| 31 Dec, 20 | 71 | 18.33% |
| 30 Sep, 20 | 60 | -15.49% |
| 30 Jun, 20 | 71 | - |
| 31 Mar, 20 | 71 | 4.41% |
| 31 Dec, 19 | 68 | -17.07% |
| 30 Sep, 19 | 82 | -6.82% |
| 30 Jun, 19 | 88 | 7.32% |
| 31 Mar, 19 | 82 | 41.38% |
| 31 Dec, 18 | 58 | -7.94% |
| 30 Sep, 18 | 63 | -19.23% |
| 30 Jun, 18 | 78 | 18.18% |
| 31 Mar, 18 | 66 | -16.46% |
| 31 Dec, 17 | 79 | 25.40% |
| 30 Sep, 17 | 63 | - |
| 30 Jun, 17 | 63 | -10.00% |
| 31 Mar, 17 | 70 | -20.45% |
| 31 Dec, 16 | 88 | 37.50% |
| 30 Sep, 16 | 64 | -22.89% |
| 30 Jun, 16 | 83 | 13.70% |
| 31 Mar, 16 | 73 | 30.36% |
| 31 Dec, 15 | 56 | -1.75% |
| 30 Sep, 15 | 57 | -21.92% |
| 30 Jun, 15 | 73 | 37.74% |
| 31 Mar, 15 | 53 | 12.77% |
| 31 Dec, 14 | 47 | 20.51% |
| 30 Sep, 14 | 39 | 77.27% |
| 30 Jun, 14 | 22 | -29.03% |
| 31 Mar, 14 | 31 | 10.71% |
| 31 Dec, 13 | 28 | -17.65% |
| 30 Sep, 13 | 34 | -44.26% |
| 30 Jun, 13 | 61 | 454.55% |
| 31 Mar, 13 | 11 | -26.67% |
| 31 Dec, 12 | 15 | -34.78% |
| 30 Sep, 12 | 23 | -8.00% |
| 30 Jun, 12 | 25 | 150.00% |
| 31 Mar, 12 | 10 | -16.67% |
| 31 Dec, 11 | 12 | 9.09% |
| 30 Sep, 11 | 11 | 22.22% |
| 30 Jun, 11 | 9 | - |
| 31 Mar, 11 | 9 | 80.00% |
| 31 Dec, 10 | 5 | 150.00% |
| 30 Sep, 10 | 2 | -75.00% |
| 30 Jun, 10 | 8 | -11.11% |
| 31 Mar, 10 | 9 | 28.57% |
| 31 Dec, 09 | 7 | 16.67% |
| 30 Sep, 09 | 6 | -40.00% |
| 30 Jun, 09 | 10 | 400.00% |
| 31 Mar, 09 | 2 | -60.00% |
| 31 Dec, 08 | 5 | -44.44% |
| 30 Sep, 08 | 9 | 50.00% |
| 30 Jun, 08 | 6 | 50.00% |
| 31 Mar, 08 | 4 | -33.33% |
| 31 Dec, 07 | 6 | 200.00% |
| 30 Sep, 07 | 2 | -33.33% |
| 30 Jun, 07 | 3 | -25.00% |
| 31 Mar, 07 | 4 | -20.00% |
| 31 Dec, 06 | 5 | - |
| 30 Sep, 06 | 5 | - |
| 30 Jun, 06 | 5 | 150.00% |
| 31 Mar, 06 | 2 | -71.43% |
| 31 Dec, 05 | 7 | 600.00% |
| 30 Sep, 05 | 1 | -75.00% |
| 30 Jun, 05 | 4 | -33.33% |
| 31 Mar, 05 | 6 | 100.00% |
| 31 Dec, 04 | 3 | 50.00% |
| 30 Sep, 04 | 2 | - |
| 30 Jun, 04 | 2 | - |
| 31 Mar, 04 | 2 | -60.00% |
| 31 Dec, 03 | 5 | 150.00% |
| 30 Sep, 03 | 2 | -33.33% |
| 30 Jun, 03 | 3 | - |
| 31 Dec, 02 | 1 | - |
42 institutional shareholders have increased their position in HTLF stock as of 30 Jun 24 compared to 83 in the previous quarter (a -49.40% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 28 | -64.10% |
| 31 Mar, 24 | 78 | 1.30% |
| 31 Dec, 23 | 77 | 24.19% |
| 30 Sep, 23 | 62 | 8.77% |
| 30 Jun, 23 | 57 | 50.00% |
| 31 Mar, 23 | 38 | -35.59% |
| 31 Dec, 22 | 59 | 1.72% |
| 30 Sep, 22 | 58 | -9.38% |
| 30 Jun, 22 | 64 | -1.54% |
| 31 Mar, 22 | 65 | 32.65% |
| 31 Dec, 21 | 49 | 4.26% |
| 30 Sep, 21 | 47 | 11.90% |
| 30 Jun, 21 | 42 | -8.70% |
| 31 Mar, 21 | 46 | -17.86% |
| 31 Dec, 20 | 56 | 19.15% |
| 30 Sep, 20 | 47 | 4.44% |
| 30 Jun, 20 | 45 | 2.27% |
| 31 Mar, 20 | 44 | -2.22% |
| 31 Dec, 19 | 45 | 25.00% |
| 30 Sep, 19 | 36 | -7.69% |
| 30 Jun, 19 | 39 | -4.88% |
| 31 Mar, 19 | 41 | -22.64% |
| 31 Dec, 18 | 53 | 32.50% |
| 30 Sep, 18 | 40 | 17.65% |
| 30 Jun, 18 | 34 | -22.73% |
| 31 Mar, 18 | 44 | 10.00% |
| 31 Dec, 17 | 40 | - |
| 30 Sep, 17 | 40 | -6.98% |
| 30 Jun, 17 | 43 | -2.27% |
| 31 Mar, 17 | 44 | 46.67% |
| 31 Dec, 16 | 30 | -26.83% |
| 30 Sep, 16 | 41 | 78.26% |
| 30 Jun, 16 | 23 | -8.00% |
| 31 Mar, 16 | 25 | -13.79% |
| 31 Dec, 15 | 29 | 16.00% |
| 30 Sep, 15 | 25 | 38.89% |
| 30 Jun, 15 | 18 | -28.00% |
| 31 Mar, 15 | 25 | 31.58% |
| 31 Dec, 14 | 19 | -13.64% |
| 30 Sep, 14 | 22 | -26.67% |
| 30 Jun, 14 | 30 | 20.00% |
| 31 Mar, 14 | 25 | -21.88% |
| 31 Dec, 13 | 32 | 23.08% |
| 30 Sep, 13 | 26 | 225.00% |
| 30 Jun, 13 | 8 | 33.33% |
| 31 Mar, 13 | 6 | -33.33% |
| 31 Dec, 12 | 9 | - |
| 30 Sep, 12 | 9 | 28.57% |
| 30 Jun, 12 | 7 | 40.00% |
| 31 Mar, 12 | 5 | 66.67% |
| 31 Dec, 11 | 3 | -25.00% |
| 30 Sep, 11 | 4 | -20.00% |
| 30 Jun, 11 | 5 | 150.00% |
| 31 Mar, 11 | 2 | -50.00% |
| 31 Dec, 10 | 4 | -50.00% |
| 30 Sep, 10 | 8 | 60.00% |
| 30 Jun, 10 | 5 | 150.00% |
| 31 Mar, 10 | 2 | - |
| 31 Dec, 09 | 2 | 100.00% |
| 30 Sep, 09 | 1 | -50.00% |
| 30 Jun, 09 | 2 | 100.00% |
| 31 Mar, 09 | 1 | - |
| 31 Dec, 08 | 1 | -80.00% |
| 30 Sep, 08 | 5 | - |
| 30 Jun, 08 | - | -100.00% |
| 31 Mar, 08 | 3 | 200.00% |
| 31 Dec, 07 | 1 | -75.00% |
| 30 Sep, 07 | 4 | 33.33% |
| 30 Jun, 07 | 3 | 200.00% |
| 31 Mar, 07 | 1 | -75.00% |
| 31 Dec, 06 | 4 | 300.00% |
| 30 Sep, 06 | 1 | -75.00% |
| 30 Jun, 06 | 4 | 33.33% |
| 31 Mar, 06 | 3 | 200.00% |
| 31 Dec, 05 | 1 | -50.00% |
| 30 Sep, 05 | 2 | 100.00% |
| 30 Jun, 05 | 1 | - |
| 31 Mar, 05 | - | - |
| 31 Dec, 04 | - | - |
| 30 Sep, 04 | - | - |
| 30 Jun, 04 | - | - |
| 31 Mar, 04 | - | - |
| 31 Dec, 03 | - | - |
| 30 Sep, 03 | - | - |
| 30 Jun, 03 | - | - |
| 31 Dec, 02 | - | - |
28 institutional shareholders have reduced their position in HTLF stock as of 30 Jun 24 compared to 78 in the previous quarter (a -64.10% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 93 | -55.50% | 8,167,219 | -73.74% | 19.09% | 0.36% | 42 | -49.40% | 28 | -64.10% |
| 31 Mar, 24 | 209 | -4.13% | 31,106,589 | 1.95% | 72.71% | 1.42% | 83 | -22.43% | 78 | 1.30% |
| 31 Dec, 23 | 218 | 13.54% | 30,512,329 | 2.20% | 71.46% | 1.47% | 107 | 11.46% | 77 | 24.19% |
| 30 Sep, 23 | 192 | 7.26% | 29,855,126 | 1.66% | 69.82% | 1.48% | 96 | 4.35% | 62 | 8.77% |
| 30 Jun, 23 | 179 | -8.67% | 29,366,709 | -1.31% | 68.78% | 1.41% | 92 | -26.40% | 57 | 50.00% |
| 31 Mar, 23 | 196 | 8.89% | 29,756,217 | 7.80% | 69.83% | 1.66% | 125 | 47.06% | 38 | -35.59% |
| 31 Dec, 22 | 180 | -0.55% | 27,604,368 | 2.86% | 64.83% | 1.62% | 85 | 3.66% | 59 | 1.72% |
| 30 Sep, 22 | 181 | 1.12% | 26,836,787 | 0.03% | 63.23% | 1.58% | 82 | 2.50% | 58 | -9.38% |
| 30 Jun, 22 | 179 | -4.79% | 26,830,069 | 0.63% | 63.17% | 1.59% | 80 | -2.44% | 64 | -1.54% |
| 31 Mar, 22 | 188 | 3.30% | 26,663,045 | 2.39% | 62.94% | 1.66% | 82 | -8.89% | 65 | 32.65% |
| 31 Dec, 21 | 182 | 1.11% | 26,040,396 | 1.62% | 61.62% | 1.68% | 90 | 7.14% | 49 | 4.26% |
| 30 Sep, 21 | 180 | 4.05% | 25,624,538 | 0.88% | 60.57% | 1.68% | 84 | -8.70% | 47 | 11.90% |
| 30 Jun, 21 | 173 | -1.14% | 25,400,985 | 2.77% | 60.13% | 1.75% | 92 | -8.00% | 42 | -8.70% |
| 31 Mar, 21 | 175 | 9.38% | 24,716,098 | 12.31% | 58.61% | 1.68% | 100 | 40.85% | 46 | -17.86% |
| 31 Dec, 20 | 160 | 10.34% | 22,006,213 | 3.39% | 59.05% | 1.78% | 71 | 18.33% | 56 | 19.15% |
| 30 Sep, 20 | 145 | 0.69% | 21,284,926 | 0.78% | 57.62% | 1.76% | 60 | -15.49% | 47 | 4.44% |
| 30 Jun, 20 | 144 | 4.35% | 21,121,139 | 1.14% | 57.27% | 1.78% | 71 | - | 45 | 2.27% |
| 31 Mar, 20 | 138 | -6.76% | 20,882,664 | 0.78% | 56.71% | 1.78% | 71 | 4.41% | 44 | -2.22% |
| 31 Dec, 19 | 148 | -3.27% | 20,721,637 | 4.04% | 56.46% | 1.92% | 68 | -17.07% | 45 | 25.00% |
| 30 Sep, 19 | 153 | 2.00% | 19,917,087 | 5.50% | 54.28% | 1.95% | 82 | -6.82% | 36 | -7.69% |
| 30 Jun, 19 | 150 | 2.74% | 18,877,973 | 0.89% | 52.81% | 1.80% | 88 | 7.32% | 39 | -4.88% |
| 31 Mar, 19 | 146 | 6.57% | 18,711,973 | -2.79% | 54.14% | 1.59% | 82 | 41.38% | 41 | -22.64% |
| 31 Dec, 18 | 137 | -1.44% | 19,249,300 | 0.36% | 58.31% | 1.88% | 58 | -7.94% | 53 | 32.50% |
| 30 Sep, 18 | 139 | -0.71% | 19,180,678 | 6.48% | 55.67% | 1.83% | 63 | -19.23% | 40 | 17.65% |
| 30 Jun, 18 | 140 | -2.78% | 18,013,448 | 2.90% | 55.22% | 1.67% | 78 | 18.18% | 34 | -22.73% |
| 31 Mar, 18 | 144 | -2.70% | 17,506,346 | 7.34% | 57.51% | 1.94% | 66 | -16.46% | 44 | 10.00% |
| 31 Dec, 17 | 148 | 12.12% | 16,309,663 | 13.72% | 54.45% | 2.37% | 79 | 25.40% | 40 | - |
| 30 Sep, 17 | 132 | -2.22% | 14,342,079 | 13.08% | 47.89% | 2.12% | 63 | - | 40 | -6.98% |
| 30 Jun, 17 | 135 | -2.17% | 12,683,599 | 4.74% | 47.50% | 2.27% | 63 | -10.00% | 43 | -2.27% |
| 31 Mar, 17 | 138 | -3.50% | 12,109,284 | -2.53% | 45.76% | 1.83% | 70 | -20.45% | 44 | 46.67% |
| 31 Dec, 16 | 143 | 8.33% | 12,423,615 | 22.74% | 49.94% | 2.97% | 88 | 37.50% | 30 | -26.83% |
| 30 Sep, 16 | 132 | -0.75% | 10,122,003 | 0.11% | 41.01% | 2.42% | 64 | -22.89% | 41 | 78.26% |
| 30 Jun, 16 | 133 | 15.65% | 10,111,112 | 8.95% | 41.20% | 2.80% | 83 | 13.70% | 23 | -8.00% |
| 31 Mar, 16 | 115 | 9.52% | 9,280,781 | 11.40% | 38.36% | 2.55% | 73 | 30.36% | 25 | -13.79% |
| 31 Dec, 15 | 105 | -7.08% | 8,331,196 | -49.97% | 38.76% | 0.60% | 56 | -1.75% | 29 | 16.00% |
| 30 Sep, 15 | 113 | -1.74% | 16,652,049 | 108.14% | 80.69% | 5.36% | 57 | -21.92% | 25 | 38.89% |
| 30 Jun, 15 | 115 | 17.35% | 8,000,396 | 10.83% | 38.81% | 3.10% | 73 | 37.74% | 18 | -28.00% |
| 31 Mar, 15 | 98 | 11.36% | 7,218,778 | 3.85% | 35.38% | 2.51% | 53 | 12.77% | 25 | 31.58% |
| 31 Dec, 14 | 88 | 12.82% | 6,951,074 | 0.61% | 37.55% | 2.69% | 47 | 20.51% | 19 | -13.64% |
| 30 Sep, 14 | 78 | 11.43% | 6,909,269 | -1.37% | 37.39% | 2.60% | 39 | 77.27% | 22 | -26.67% |
| 30 Jun, 14 | 70 | -1.41% | 7,005,522 | -2.87% | 37.93% | 2.48% | 22 | -29.03% | 30 | 20.00% |
| 31 Mar, 14 | 71 | -1.39% | 7,212,385 | 0.03% | 39.08% | 2.22% | 31 | 10.71% | 25 | -21.88% |
| 31 Dec, 13 | 72 | -4.00% | 7,210,052 | 6.09% | 41.92% | 2.60% | 28 | -17.65% | 32 | 23.08% |
| 30 Sep, 13 | 75 | 1.35% | 6,796,123 | -0.31% | 40.13% | 2.47% | 34 | -44.26% | 26 | 225.00% |
| 30 Jun, 13 | 74 | 252.38% | 6,817,043 | 108.84% | 40.34% | 10.75% | 61 | 454.55% | 8 | 33.33% |
| 31 Mar, 13 | 21 | -25.00% | 3,264,263 | -2.51% | 19.37% | 4.71% | 11 | -26.67% | 6 | -33.33% |
| 31 Dec, 12 | 28 | -15.15% | 3,348,205 | 1.02% | 20.27% | 5.01% | 15 | -34.78% | 9 | - |
| 30 Sep, 12 | 33 | - | 3,314,263 | 3.76% | 20.12% | 5.35% | 23 | -8.00% | 9 | 28.57% |
| 30 Jun, 12 | 33 | 83.33% | 3,194,174 | 2.94% | 19.39% | 5.48% | 25 | 150.00% | 7 | 40.00% |
| 31 Mar, 12 | 18 | 5.88% | 3,102,981 | 217.00% | 18.82% | 53.23% | 10 | -16.67% | 5 | 66.67% |
| 31 Dec, 11 | 17 | - | 978,847 | -9.95% | 5.95% | 13.61% | 12 | 9.09% | 3 | -25.00% |
| 30 Sep, 11 | 17 | 13.33% | 1,086,944 | -32.26% | 6.61% | 6.93% | 11 | 22.22% | 4 | -20.00% |
| 30 Jun, 11 | 15 | - | 1,604,609 | 6.73% | 9.77% | 11.64% | 9 | - | 5 | 150.00% |
| 31 Mar, 11 | 15 | 25.00% | 1,503,429 | 56.31% | 9.16% | 26.63% | 9 | 80.00% | 2 | -50.00% |
| 31 Dec, 10 | 12 | -14.29% | 961,822 | -15.47% | 5.87% | 12.15% | 5 | 150.00% | 4 | -50.00% |
| 30 Sep, 10 | 14 | - | 1,137,856 | 4.89% | 6.95% | 15.81% | 2 | -75.00% | 8 | 60.00% |
| 30 Jun, 10 | 14 | 7.69% | 1,084,760 | -2.62% | 6.63% | 14.28% | 8 | -11.11% | 5 | 150.00% |
| 31 Mar, 10 | 13 | 8.33% | 1,113,984 | 16.57% | 6.81% | 19.81% | 9 | 28.57% | 2 | - |
| 31 Dec, 09 | 12 | - | 955,626 | 20.87% | 5.86% | 24.89% | 7 | 16.67% | 2 | 100.00% |
| 30 Sep, 09 | 12 | - | 790,617 | 6.90% | 4.85% | 23.51% | 6 | -40.00% | 1 | -50.00% |
| 30 Jun, 09 | 12 | 50.00% | 739,570 | 9.61% | 4.54% | 26.44% | 10 | 400.00% | 2 | 100.00% |
| 31 Mar, 09 | 8 | -20.00% | 674,725 | -42.70% | 4.15% | 7.90% | 2 | -60.00% | 1 | - |
| 31 Dec, 08 | 10 | -28.57% | 1,177,597 | 86.45% | 7.25% | 48.05% | 5 | -44.44% | 1 | -80.00% |
| 30 Sep, 08 | 14 | 40.00% | 631,587 | 140.03% | 3.88% | 149.33% | 9 | 50.00% | 5 | - |
| 30 Jun, 08 | 10 | 11.11% | 263,129 | 30.56% | 1.61% | 106.49% | 6 | 50.00% | - | -100.00% |
| 31 Mar, 08 | 9 | -10.00% | 201,543 | 7.02% | 1.23% | 94.33% | 4 | -33.33% | 3 | 200.00% |
| 31 Dec, 07 | 10 | - | 188,319 | -25.31% | 1.14% | 48.84% | 6 | 200.00% | 1 | -75.00% |
| 30 Sep, 07 | 10 | - | 252,144 | -4.79% | 1.53% | 57.77% | 2 | -33.33% | 4 | 33.33% |
| 30 Jun, 07 | 10 | 11.11% | 264,824 | -9.17% | 1.63% | 52.04% | 3 | -25.00% | 3 | 200.00% |
| 31 Mar, 07 | 9 | -30.77% | 291,558 | -11.46% | 1.77% | 44.48% | 4 | -20.00% | 1 | -75.00% |
| 31 Dec, 06 | 13 | 30.00% | 329,279 | 12.36% | 1.99% | 62.19% | 5 | - | 4 | 300.00% |
| 30 Sep, 06 | 10 | - | 293,062 | -44.77% | 1.79% | 17.05% | 5 | - | 1 | -75.00% |
| 30 Jun, 06 | 10 | 42.86% | 530,667 | 1.92% | 3.24% | 32.81% | 5 | 150.00% | 4 | 33.33% |
| 31 Mar, 06 | 7 | -12.50% | 520,689 | -13.07% | 3.14% | 23.76% | 2 | -71.43% | 3 | 200.00% |
| 31 Dec, 05 | 8 | 60.00% | 599,003 | 190.62% | 3.64% | 229.70% | 7 | 600.00% | 1 | -50.00% |
| 30 Sep, 05 | 5 | -28.57% | 206,110 | -27.84% | 1.26% | 41.40% | 1 | -75.00% | 2 | 100.00% |
| 30 Jun, 05 | 7 | - | 285,613 | 71.54% | 1.74% | 170.20% | 4 | -33.33% | 1 | - |
| 31 Mar, 05 | 7 | 75.00% | 166,495 | 24.20% | 1.01% | 141.01% | 6 | 100.00% | - | - |
| 31 Dec, 04 | 4 | - | 134,049 | 27.34% | 0.85% | 214.28% | 3 | 50.00% | - | - |
| 30 Sep, 04 | 4 | 33.33% | 105,267 | 44.52% | 0.63% | 294.95% | 2 | - | - | - |
| 30 Jun, 04 | 3 | -25.00% | 72,839 | -35.27% | 0.46% | 85.93% | 2 | - | - | - |
| 31 Mar, 04 | 4 | -20.00% | 112,528 | -0.17% | 0.73% | 135.97% | 2 | -60.00% | - | - |
| 31 Dec, 03 | 5 | 25.00% | 112,715 | 56.17% | 0.73% | 324.99% | 5 | 150.00% | - | - |
| 30 Sep, 03 | 4 | 33.33% | 72,174 | 122.09% | 0.48% | 969.51% | 2 | -33.33% | - | - |
| 30 Jun, 03 | 3 | - | 32,497 | - | 0.22% | - | 3 | - | - | - |
| 31 Dec, 02 | 1 | - | 30,000 | - | 0.20% | - | 1 | - | - | - |
Heartland Financial USA Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Insider Sells
All Insider Owners Trades
The last insider sell of Heartland Financial USA's stock was made by Nestman Lo B. on Aug 12 2024, selling 806 shares at $48.79 per share (valued at $39.32K). The last insider buy of HTLF was made by Nestman Lo B. on Jul 01 2024, buying 268 shares at $39.42 per share (worth $10.56K).
Heartland Financial USA Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | 22 | 14 | 157.14% |
| Q1 2024 | 52 | 86 | 60.47% |
| Q4 2023 | 1 | - | - |
| Q3 2023 | 5 | 4 | 125.00% |
| Q2 2023 | 29 | 13 | 223.08% |
| Q1 2023 | 44 | 51 | 86.27% |
| Q4 2022 | 8 | - | - |
| Q3 2022 | 6 | 7 | 85.71% |
| Q2 2022 | 28 | 12 | 233.33% |
| Q1 2022 | 51 | 47 | 108.51% |
| Q4 2021 | 2 | 6 | 33.33% |
| Q3 2021 | 1 | - | - |
| Q2 2021 | 44 | 21 | 209.52% |
| Q1 2021 | 83 | 59 | 140.68% |
| Q4 2020 | 11 | 4 | 275.00% |
| Q3 2020 | 6 | - | - |
| Q2 2020 | 53 | 21 | 252.38% |
| Q1 2020 | 86 | 79 | 108.86% |
| Q4 2019 | 2 | 12 | 16.67% |
| Q3 2019 | 1 | 3 | 33.33% |
22 total buy trades, and 14 total sell trades (buy/sell ratio of 1.57%) were made by Heartland Financial USA's insiders, as of Q2 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | 2 | 5 | 40.00% |
| Q1 2024 | - | - | - |
| Q4 2023 | 1 | - | - |
| Q3 2023 | 1 | - | - |
| Q2 2023 | 5 | - | - |
| Q1 2023 | 7 | 1 | 700.00% |
| Q4 2022 | - | - | - |
| Q3 2022 | 4 | - | - |
| Q2 2022 | - | - | - |
| Q1 2022 | - | - | - |
| Q4 2021 | - | - | - |
| Q3 2021 | - | - | - |
| Q2 2021 | 1 | 1 | 100.00% |
| Q1 2021 | 6 | 2 | 300.00% |
| Q4 2020 | 7 | - | - |
| Q3 2020 | 5 | - | - |
| Q2 2020 | - | 2 | - |
| Q1 2020 | 4 | 29 | 13.79% |
| Q4 2019 | - | 10 | - |
| Q3 2019 | 1 | - | - |
As of Q2 2024, Insider owners conducted 2 open market buy trades and 5 open market sell trades of Heartland Financial USA's stocks.
Heartland Financial USA Peer Ownership
| Ticker | Company |
|---|---|
| HBCP | Home Bancorp, Inc. |
| NFBK | Northfield Bancorp, Inc. (Staten Island, NY) |
| GSBC | Great Southern Bancorp, Inc. |
| BFST | Business First Bancshares, Inc. |
| FNWD | Finward Bancorp |
| TCBI | Texas Capital Bancshares, Inc. |
| HFWA | Heritage Financial Corporation |
| CWBC | Community West Bancshares |
| FFNW | First Financial Northwest, Inc. |
| HMNF | HMN Financial, Inc. |
| GABC | German American Bancorp, Inc. |
| HTBK | Heritage Commerce Corp |
| FNWB | First Northwest Bancorp |
| BY | Byline Bancorp, Inc. |
| PGC | Peapack-Gladstone Financial Corporation |
HTLF Ownership FAQ
Who Owns Heartland Financial USA?
Heartland Financial USA is owned by institutional shareholders (19.09%), insiders (8.47%), and public (72.44%). The largest institutional shareholder of Heartland Financial USA is BLACKROCK INC. (7.97% of total shares) and the top mutual fund owner is Walthausen Funds (0.54% of total shares).
Who are the major institutional shareholders of Heartland Financial USA?
Heartland Financial USA's major institutional shareholders are BLACKROCK INC., VANGUARD GROUP INC, EARNEST PARTNERS LLC, DIMENSIONAL FUND ADVISORS LP, and CHARLES SCHWAB INVESTMENT MANAGEMENT INC. The top five shareholders own together 30.15% of the company's share outstanding.
How many Heartland Financial USA shareholders are there?
As of Jun 2024, there are 93 institutional shareholders of Heartland Financial USA.
What percentage of Heartland Financial USA is owned by BLACKROCK INC?
BLACKROCK INC owns 3.41M shares of Heartland Financial USA, representing 7.97% of the company's total shares outstanding, valued at $151.53M (as of Jun 2024).
What percentage of Heartland Financial USA is owned by VANGUARD GROUP INC?
As of Jun 2024, VANGUARD GROUP INC holds 3.04M shares of Heartland Financial USA (HTLF), compromising 7.12% of the company, valued at $135.31M.
What percentage of Heartland Financial USA is owned by EARNEST PARTNERS LLC?
EARNEST PARTNERS LLC is the third largest holder of Heartland Financial USA. The company owns 2.66M of the company's shares outstanding (worth $118.11M).