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Heartland Financial USA Ownership | Who Owns Heartland Financial USA?

OverviewRevenueFinancialsChartTranscripts

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 2.75% of its assets in Heartland Financial USA shares.

HTLF Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockHeartland Financial USA75.09%1.75%23.16%
SectorFinancial Services Stocks 86.48%14.02%-0.50%
IndustryRegional Banks Stocks51.80%12.03%36.18%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock3.41M7.97%$151.53M
Vanguard group3.04M7.12%$135.31M
Earnest partners2.66M6.21%$118.11M
Dimensional fund advisors lp2.38M5.57%$106.00M
Charles schwab investment management1.40M3.28%$62.35M
State street1.31M3.06%$58.14M
Magnetar financial1.05M2.45%$46.63M
Htlf bank1.04M2.33%$63.70M
Geode capital management975.89K2.28%$43.39M
Alliancebernstein732.69K1.71%$32.57M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Htlf bank1.04M7.20%$63.70M
Slotnik capital308.53K6.65%$13.71M
Chicago capital management124.79K4.29%$5.55M
Stieven capital advisors343.36K3.75%$21.05M
Olympiad research lp45.33K1.48%$2.01M
Yakira capital management60.29K0.98%$2.68M
Magnetar financial1.05M0.97%$46.63M
Midwestone financial group114.45K0.92%$5.09M
Aqr arbitrage688.08K0.79%$30.59M
Fortress wealth management23.24K0.69%$1.42M

Top Buyers

HolderShares% AssetsChange
Magnetar financial1.05M0.97%1.05M
Aqr arbitrage688.08K0.79%688.08K
Alliancebernstein732.69K0.01%687.64K
Millennium management710.92K0.01%681.41K
Norges bank592.23K0.00%592.23K

Top Sellers

HolderShares% AssetsChange
Blackrock3.41M0.00%-2.34M
Thrivent financial for lutherans327.22K0.03%-1.25M
Aqr capital management71.55K0.00%-227.94K
First trust advisors lp---218.56K
Franklin resources---200.68K

New Positions

HolderShares% AssetsChangeValue
Magnetar financial1.05M0.97%1.05M$46.63M
Aqr arbitrage688.08K0.79%688.08K$30.59M
Norges bank592.23K0.00%592.23K$26.32M
Slotnik capital308.53K6.65%308.53K$13.71M
Squarepoint ops238.49K0.02%238.49K$10.60M

Sold Out

HolderChange
Tfo-tdc-2.00
Nelson, van denburg & campbell wealth management group-8.00
Geneos wealth management-21.00
Corecap advisors-35.00
Sachetta-57.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 2024214-0.93%32,289,2150.62%751.34%105-11.02%62-1.59%
Jun 30, 20242152.87%32,091,5393.17%751.42%11740.96%63-19.23%
Mar 31, 2024209-4.13%31,106,5891.95%721.42%83-22.43%781.30%
Dec 31, 202321813.54%30,512,3292.20%711.47%10711.46%7724.19%
Sep 30, 20231926.67%29,855,1260.44%691.44%964.35%628.77%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
iShares Russell 2000 ETF1.18M2.75%-179.00
Schwab US Dividend Equity ETF™1.11M2.58%770.00
Vanguard Total Stock Mkt Idx Inv1.10M2.56%1.69K
Harbor Small Cap Value Instl757.46K1.77%-11.62K
Vanguard Institutional Extnd Mkt Idx Tr649.52K1.51%24.69K
DFA US Small Cap Value I503.39K1.17%-
Vanguard Small Cap Index464.13K1.08%3.69K
The Merger Fund A452.56K1.06%328.48K
Fidelity Small Cap Index430.37K1.00%-4.26K
iShares Russell 2000 Value ETF388.07K0.90%-

Recent Insider Transactions

DateNameRoleActivityValue
Dec 09, 2024Hopkins Jennifer K-Sell$392.59K
Nov 22, 2024Frank Mark A EVP, Chief Operations OfficerSell$29.05K
Nov 15, 2024Hopkins Jennifer K-Sell$79.13K
Nov 11, 2024SCHMIDT JOHN K-Sell$1.54M
Nov 07, 2024Quick Janet M EVP, Principal Acctg OfficerSell$86.96K

Insider Transactions Trends

DateBuySell
2024 Q4-5
2024 Q3-6
2024 Q225
2024 Q1--
2023 Q41-

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 51.80%, 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 7.20% of its assets in 1.04M Heartland Financial USA shares, valued at 63.7M$.

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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