Heartland Financial USA Ownership | Who Owns Heartland Financial USA?
Heartland Financial USA Ownership Summary
Heartland Financial USA is owned by 48.79% institutional investors, 1.73% insiders, and 49.49% 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
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Heartland Financial USA | 48.79% | 1.73% | 49.49% |
| Sector | Financial Services Stocks | 71.97% | 15.39% | 12.64% |
| Industry | Regional Banks Stocks | 38.06% | 12.02% | 49.92% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 3.41M | 7.97% | $151.53M |
| State street | 1.31M | 3.06% | $58.14M |
| Htlf bank | 1.04M | 2.33% | $63.70M |
| Norges bank | 866.68K | 1.95% | $53.13M |
| Bank of america corp /de/ | 456.00K | 1.07% | $20.27M |
| Morgan stanley | 415.99K | 0.97% | $18.49M |
| Nuveen asset management | 379.28K | 0.85% | $23.25M |
| Wells fargo & company/mn | 211.57K | 0.47% | $12.97M |
| Susquehanna group, llp | 206.76K | 0.46% | $12.68M |
| Barclays | 97.31K | 0.22% | $5.97M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Htlf bank | 1.04M | 7.20% | $63.70M |
| Epiq capital group | 12.82K | 0.20% | $785.94K |
| Hilltop national bank | 1.35K | 0.02% | $82.95K |
| Norges bank | 866.68K | 0.01% | $53.13M |
| Nuveen asset management | 379.28K | 0.01% | $23.25M |
| Blackrock | 3.41M | 0.00% | $151.53M |
| Wells fargo & company/mn | 211.57K | 0.00% | $12.97M |
| State street | 1.31M | 0.00% | $58.14M |
| Renaissance | 24.20K | 0.00% | $1.48M |
| Susquehanna group, llp | 206.76K | 0.00% | $12.68M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 866.68K | 0.01% | 866.68K |
| Susquehanna group, llp | 206.76K | 0.00% | 172.98K |
| Bank of america corp /de/ | 456.00K | 0.00% | 117.60K |
| State street | 1.31M | 0.00% | 83.65K |
| Morgan stanley | 415.99K | 0.00% | 52.23K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock funding, inc. /de | - | - | -3.67M |
| Vanguard group | - | - | -3.15M |
| Earnest partners | - | - | -2.60M |
| Dimensional fund advisors lp | - | - | -2.49M |
| Blackrock | 3.41M | 0.00% | -2.34M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 866.68K | 0.01% | 866.68K | $53.13M |
Sold Out
| Holder | Change |
|---|---|
| Ifp advisors | -1.00 |
| Claris advisors, llc / mo / | -2.00 |
| Tfo-tdc | -2.00 |
| Global financial private client | -2.00 |
| Allworth financial lp | -4.00 |
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
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