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Heartland Financial USA (HTLF) Institutional Ownership

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+0.68 (+1.57%)
(As of 05/3/2024 ET)
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Institutional Ownership Changes (13F Filings) for Heartland Financial USA (NASDAQ:HTLF)

Current
Institutional Ownership
Percentage
71.55%
Number of
Institutional Buyers
(last 12 months)
89
Total
Institutional Inflows
(last 12 months)
$141.63M
Number of
Institutional Sellers
(last 12 months)
58
Total
Institutional Outflows
(last 12 months)
$52.45M
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HTLF Institutional Buying and Selling by Quarter

Heartland Financial USA Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2024Financial Counselors Inc.9,911$348K0.0%-9.2%0.023%
5/2/2024Choreo LLC9,211$324K0.0%+8.6%0.022%
5/2/2024Sippican Capital Advisors25,748$905K0.7%+78.8%0.060%
5/1/2024 BNP Paribas Financial Markets27,348$961K0.0%-31.3%0.064%
5/1/2024 Mirae Asset Global Investments Co. Ltd.31,827$1.19M0.0%+67.2%0.074%
4/29/2024 Principal Financial Group Inc.23,256$817K0.0%+33.8%0.054%
4/26/2024 Deroy & Devereaux Private Investment Counsel Inc.75,830$2.67M0.2%+2.8%0.177%
4/25/2024 HTLF Bank1,477,865$51.95M6.0%-0.1%3.455%
4/24/2024 Assenagon Asset Management S.A.126,229$4.44M0.0%-39.6%0.295%
4/19/2024 Whelan Financial9,295$327K0.1%-32.2%0.022%
4/19/2024 Denali Advisors LLC140,096$4.92M1.4%-2.8%0.327%
4/16/2024 Wealth Enhancement Advisory Services LLC35,517$1.25M0.0%-4.4%0.083%
3/22/2024PNC Financial Services Group Inc.911$34K0.0%-46.6%0.002%
3/11/2024Vanguard Group Inc.3,232,944$121.59M0.0%+2.8%7.573%
2/16/2024Clarity Asset Management Inc.1,343$50K0.0%N/A0.003%
2/14/2024First Financial Bankshares Inc10,685$402K0.0%N/A0.025%
2/13/2024Hudson Edge Investment Partners Inc.7,336$276K0.1%-24.6%0.017%
2/13/2024Rafferty Asset Management LLC37,110$1.40M0.0%+38.7%0.087%
2/12/2024TFO Wealth Partners LLC2,259$85K0.0%+37,550.0%0.005%
2/12/2024 Connable Office Inc.9,186$345K0.0%N/A0.022%
2/9/2024Avantax Planning Partners Inc.30,779$1.16M0.0%-72.7%0.072%
2/9/2024Quest Partners LLC11,476$432K0.1%N/A0.027%
2/9/2024Trexquant Investment LP9,613$362K0.0%-76.1%0.023%
2/9/2024Wells Fargo & Company MN195,512$7.35M0.0%-10.8%0.458%
2/9/2024Norges Bank305,826$11.50M0.0%N/A0.717%
2/8/2024Great Lakes Advisors LLC11,040$415K0.0%-58.0%0.026%
2/8/2024Quotient Wealth Partners LLC14,599$549K0.0%N/A0.034%
2/7/2024 Principal Financial Group Inc.17,387$654K0.0%+14.9%0.041%
2/7/2024Dimensional Fund Advisors LP2,043,545$76.86M0.0%+3.1%4.790%
2/7/2024 BNP Paribas Financial Markets39,826$1.50M0.0%-8.2%0.093%
2/7/2024Teacher Retirement System of Texas32,948$1.24M0.0%+10.9%0.077%
2/7/2024 Access Investment Management LLC5,400$203K0.1%N/A0.013%
2/7/2024Principal Securities Inc.698$26K0.0%N/A0.002%
2/7/2024Prossimo Advisors LLC6,455$243K0.5%N/A0.015%
2/6/2024Charles Schwab Investment Management Inc.478,927$18.01M0.0%+7.2%1.123%
2/6/2024 Amalgamated Bank3,670$138K0.0%-10.2%0.009%
2/6/2024 Summit Global Investments12,749$479K0.0%N/A0.030%
2/6/2024Swiss National Bank79,900$3.01M0.0%-10.1%0.187%
2/5/2024Victory Capital Management Inc.67,854$2.55M0.0%-6.9%0.159%
2/5/2024Jackson Creek Investment Advisors LLC26,988$1.02M0.4%N/A0.063%
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2/5/2024 Steele Capital Management Inc.11,647$438K0.0%N/A0.027%
2/5/2024Russell Investments Group Ltd.16,864$634K0.0%+47.1%0.040%
2/2/2024Truist Financial Corp7,112$267K0.0%-25.9%0.017%
2/1/2024 OLD National Bancorp IN80,000$3.01M0.1%N/A0.188%
1/31/2024 HTLF Bank1,478,945$55.62M6.6%N/A3.467%
1/30/2024 Zurcher Kantonalbank Zurich Cantonalbank 8,731$328K0.0%-11.8%0.020%
1/30/2024Sippican Capital Advisors14,402$542K0.4%N/A0.034%
1/30/2024Cornercap Investment Counsel Inc.12,230$460K0.1%N/A0.029%
1/30/2024Strs Ohio22,100$831K0.0%-10.5%0.052%
1/30/2024 Phocas Financial Corp.91,960$3.46M0.5%+1.0%0.216%
1/29/2024 Deroy & Devereaux Private Investment Counsel Inc.73,760$2.77M0.2%-3.8%0.173%
1/26/2024Financial Counselors Inc.10,911$410K0.0%-10.6%0.026%
1/24/2024 Mirae Asset Global Investments Co. Ltd.19,032$716K0.0%+5.5%0.045%
1/17/2024 Assenagon Asset Management S.A.209,120$7.87M0.0%+70.2%0.490%
1/16/2024 Raymond James Financial Services Advisors Inc.7,106$267K0.0%-38.5%0.017%
1/11/2024Ziegler Capital Management LLC26,998$1.02M0.0%+31.7%0.063%
12/19/2023Public Employees Retirement System of Ohio5,383$158K0.0%-29.1%0.013%
12/18/2023Vanguard Group Inc.3,144,058$92.53M0.0%+1.0%7.370%
12/6/2023Citigroup Inc.21,236$625K0.0%-48.8%0.050%
11/30/2023American Century Companies Inc.365,513$10.76M0.0%+15.0%0.857%
11/15/2023GSA Capital Partners LLP96,661$2.85M0.2%+29.5%0.227%
11/15/2023Earnest Partners LLC2,743,885$80.75M0.5%-0.1%6.432%
11/15/2023EJF Capital LLC44,141$1.30M0.6%N/A0.103%
11/15/2023AQR Capital Management LLC272,767$8.03M0.0%+470.7%0.639%
11/14/2023Qube Research & Technologies Ltd92,747$2.73M0.0%-36.0%0.217%
11/14/2023Trexquant Investment LP40,197$1.18M0.0%-29.7%0.094%
11/14/2023Numerai GP LLC126,820$3.73M1.2%+35.6%0.297%
11/13/2023Covestor Ltd2,969$87K0.1%+79.8%0.007%
11/13/2023Algert Global LLC65,211$1.92M0.1%+185.6%0.153%
11/13/2023Federated Hermes Inc.1,546$45K0.0%-93.6%0.004%
11/13/2023Healthcare of Ontario Pension Plan Trust Fund61,100$1.80M0.0%-70.5%0.143%
11/13/2023Dark Forest Capital Management LP19,254$567K0.0%-30.1%0.045%
11/13/2023Hsbc Holdings PLC21,828$648K0.0%-25.9%0.051%
11/13/2023FMR LLC435,990$12.83M0.0%+23.3%1.022%
11/13/2023Envestnet Asset Management Inc.141,996$4.18M0.0%+166.6%0.333%
11/13/2023Rafferty Asset Management LLC26,750$787K0.0%-36.1%0.063%
11/13/2023PNC Financial Services Group Inc.1,706$50K0.0%+248.2%0.004%
11/9/2023Rhumbline Advisers86,874$2.56M0.0%+28.8%0.204%
11/9/2023Deutsche Bank AG20,508$604K0.0%+15.7%0.048%
11/9/2023Citigroup Inc.21,236$625K0.0%-48.8%0.050%
11/8/2023Charles Schwab Investment Management Inc.446,883$13.15M0.0%+8.4%1.048%
11/8/2023 Janney Montgomery Scott LLC14,003$412K0.0%N/A0.033%
11/8/2023Swiss National Bank88,900$2.62M0.0%+1.1%0.208%
11/8/2023New York Life Investment Management LLC9,282$273K0.0%-13.6%0.022%
11/8/2023Moors & Cabot Inc.13,866$408K0.0%+11.6%0.033%
11/8/2023Oppenheimer Asset Management Inc.60,671$1.79M0.0%+0.9%0.142%
11/7/2023Great Lakes Advisors LLC26,298$774K0.0%N/A0.062%
11/7/2023KLCM Advisors Inc.13,900$409K0.1%N/A0.033%
11/7/2023Americana Partners LLC12,322$363K0.0%N/A0.029%
11/7/2023Quantbot Technologies LP10,207$300K0.0%-38.5%0.024%
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11/7/2023New York State Common Retirement Fund394,952$11.62M0.0%+2.5%0.926%
11/7/2023Financial Counselors Inc.12,211$359K0.0%-46.2%0.029%
11/7/2023Barclays PLC94,839$2.79M0.0%-12.0%0.222%
11/6/2023Versor Investments LP8,339$245K0.0%N/A0.020%
11/6/2023 Assenagon Asset Management S.A.122,835$3.62M0.0%-19.6%0.288%
11/6/2023Victory Capital Management Inc.72,892$2.15M0.0%+4.8%0.171%
11/6/2023Avantax Planning Partners Inc.112,623$3.31M0.1%-18.2%0.264%
11/4/2023Signaturefd LLC875$26K0.0%+66.3%0.002%
11/2/2023 Principal Financial Group Inc.15,132$445K0.0%+48.2%0.035%
10/31/2023Teacher Retirement System of Texas29,722$875K0.0%-6.0%0.070%
(Data available from 1/1/2016 forward)

HTLF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HTLF shares?

During the previous two years, 160 institutional investors and hedge funds held shares of Heartland Financial USA. The most heavily invested institutionals were Vanguard Group Inc. ($121.59M), Earnest Partners LLC ($80.75M), Dimensional Fund Advisors LP ($76.86M), HTLF Bank ($51.95M), Dubuque Bank & Trust Co ($47.67M), Dubuque Bank & Trust Co. ($47.19M), and Thrivent Financial for Lutherans ($41.09M).Learn more on HTLF's institutional investors.

What percentage of Heartland Financial USA stock is owned by institutional investors?

71.55% of Heartland Financial USA stock is owned by institutional investors. Learn more on HTLF's institutional investor holdings.

Which institutional investors have been buying Heartland Financial USA stock?

Of the 128 institutional investors that purchased Heartland Financial USA stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: HTLF Bank ($1.48M), Norges Bank ($305.83K), Earnest Partners LLC ($283.01K), Dimensional Fund Advisors LP ($260.33K), Assenagon Asset Management S.A. ($239.00K), MESIROW FINANCIAL INVESTMENT MANAGEMENT Equity & Fixed Income ($236.56K), and Mesirow Institutional Investment Management Inc. ($233.91K).

How much institutional buying is happening at Heartland Financial USA?

Institutional investors have bought a total of 6,048,190 shares in the last 24 months. This purchase volume represents approximately $228.24M in transactions.

Which Heartland Financial USA major shareholders have been selling company stock?

Of the 88 institutional investors that sold Heartland Financial USA stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Earnest Partners LLC ($574.66K), Thrivent Financial for Lutherans ($176.69K), Assenagon Asset Management S.A. ($167.42K), Financial Counselors Inc. ($148.55K), Healthcare of Ontario Pension Plan Trust Fund ($146.33K), Dimensional Fund Advisors LP ($136.48K), and Avantax Planning Partners Inc. ($136.12K).

How much institutional selling is happening at Heartland Financial USA?

Institutional investors have sold a total of 2,494,653 shares in the last 24 months. This volume of shares sold represents approximately $85.12M in transactions.


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This page (NASDAQ:HTLF) was last updated on 5/5/2024 by MarketBeat.com Staff

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