Recent Quarter Total Invested
$1.83 B
Recent Quarter Institutional Ownership Percentage
75.09%
Total Invested of Last Quarter
$1.42 B
Ownership Percentage of Last Quarter
74.77%
Heartland Financial USA, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 3.60 M | $203.91 M | 100.00% | 8.36% |
| EARNEST PARTNERS LLC | 11/14/2024 | 2.59 M | $147.07 M | -2.38% | 6.03% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 2.52 M | $142.83 M | 5.64% | 5.86% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 1.46 M | $82.58 M | 3.83% | 3.39% |
| STATE STREET CORP | 11/14/2024 | 1.24 M | $70.05 M | -5.55% | 2.87% |
| HTLF BANK | 10/15/2024 | 1.17 M | $66.18 M | -14.99% | 2.71% |
| MAGNETAR FINANCIAL LLC | 11/13/2024 | 1.10 M | $62.28 M | 4.71% | 2.55% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 1.02 M | $58.04 M | 4.87% | 2.38% |
| BALYASNY ASSET MANAGEMENT L.P. | 11/14/2024 | 831,611 | $47.15 M | 85.65% | 1.93% |
| ALLIANCEBERNSTEIN L.P. | 11/14/2024 | 725,336 | $41.13 M | -1.00% | 1.69% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 718,021 | $40.71 M | 1.00% | 1.67% |
| AQR ARBITRAGE LLC | 11/14/2024 | 635,173 | $36.01 M | -7.69% | 1.48% |
| WESTCHESTER CAPITAL MANAGEMENT, LLC | 11/14/2024 | 582,880 | $33.05 M | 260.07% | 1.36% |
| MORGAN STANLEY | 11/14/2024 | 471,788 | $26.75 M | 13.41% | 1.10% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 455,568 | $25.83 M | -0.09% | 1.06% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2024 | 415,887 | $23.58 M | -19.91% | 0.97% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 412,260 | $23.38 M | -19.50% | 0.96% |
| OMERS ADMINISTRATION CORP | 11/13/2024 | 360,571 | $20.44 M | 576.49% | 0.84% |
| SLOTNIK CAPITAL, LLC | 11/14/2024 | 353,534 | $20.05 M | 14.59% | 0.82% |
| NEW YORK STATE COMMON RETIREMENT FUND | 10/28/2024 | 328,453 | $18.62 M | -7.69% | 0.76% |
| STIEVEN CAPITAL ADVISORS, L.P. | 11/07/2024 | 323,577 | $18.35 M | 20.91% | 0.75% |
| GARDNER LEWIS ASSET MANAGEMENT L P | 11/12/2024 | 302,825 | $17.17 M | 100.00% | 0.70% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 268,937 | $15.25 M | -11.03% | 0.63% |
| THRIVENT FINANCIAL FOR LUTHERANS | 11/07/2024 | 235,568 | $13.36 M | -28.01% | 0.55% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2024 | 226,776 | $12.86 M | 2.42% | 0.53% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 218,946 | $12.41 M | 38.05% | 0.51% |
| CHICAGO CAPITAL MANAGEMENT, LLC | 11/08/2024 | 211,471 | $11.99 M | 69.46% | 0.49% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 208,369 | $11.81 M | -0.03% | 0.48% |
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2024 | 208,100 | $11.80 M | 0.00% | 0.48% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2024 | 208,008 | $11.79 M | 29.40% | 0.48% |
| ASSENAGON ASSET MANAGEMENT S.A. | 10/23/2024 | 201,125 | $11.40 M | 100.00% | 0.47% |
| PRELUDE CAPITAL MANAGEMENT, LLC | 11/14/2024 | 193,544 | $10.97 M | 101.55% | 0.45% |
| JPMORGAN CHASE & CO | 11/08/2024 | 177,282 | $10.05 M | -7.69% | 0.41% |
| UBS GROUP AG | 11/14/2024 | 158,576 | $8.99 M | 42.20% | 0.37% |
| SQUAREPOINT OPS LLC | 11/14/2024 | 157,649 | $8.94 M | -33.90% | 0.37% |
| SEI INVESTMENTS CO | 11/12/2024 | 144,689 | $8.20 M | -4.46% | 0.34% |
| ENVESTNET ASSET MANAGEMENT INC | 11/07/2024 | 143,426 | $8.13 M | -0.67% | 0.33% |
| INVESCO LTD. | 11/12/2024 | 124,302 | $7.05 M | 8.27% | 0.29% |
| YAKIRA CAPITAL MANAGEMENT, INC. | 11/13/2024 | 111,489 | $6.32 M | 84.91% | 0.26% |
| EMPOWERED FUNDS, LLC | 11/06/2024 | 107,076 | $6.07 M | 5.27% | 0.25% |
| MIDWESTONE FINANCIAL GROUP, INC. | 11/15/2024 | 104,446 | $5.92 M | -8.74% | 0.24% |
| JANUS HENDERSON GROUP PLC | 11/14/2024 | 96,251 | $5.46 M | 0.00% | 0.22% |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 11/12/2024 | 91,473 | $5.19 M | 12.60% | 0.21% |
| LMR PARTNERS LLP | 11/07/2024 | 88,856 | $5.04 M | 105.42% | 0.21% |
| BARCLAYS PLC | 11/19/2024 | 84,767 | $4.81 M | 65.45% | 0.20% |
| SWISS NATIONAL BANK | 11/07/2024 | 83,600 | $4.74 M | 4.63% | 0.19% |
| VERSOR INVESTMENTS LP | 11/04/2024 | 83,489 | $4.73 M | 13.58% | 0.19% |
| PHOCAS FINANCIAL CORP. | 11/07/2024 | 82,693 | $4.69 M | -5.85% | 0.19% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 11/14/2024 | 81,362 | $4.61 M | -67.42% | 0.19% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2024 | 74,556 | $4.23 M | 4.21% | 0.17% |
Heartland Financial USA, Inc.institutional Ownership - Frequently Asked Questions
-
Who are the largest shareholders of HTLF shares?
During the previous two years, 262 institutional investors and hedge funds held shares of Heartland Financial USA, Inc.. The most heavily invested institutionals were:
BlackRock Funding, Inc. /DE: 3.6 M
EARNEST PARTNERS LLC: 2.59 M
DIMENSIONAL FUND ADVISORS LP: 2.52 M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 1.46 M
STATE STREET CORP: 1.24 M
HTLF Bank: 1.17 M
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What percentage of Heartland Financial USA, Inc. stock is owned by institutional investors?
75.09% of Heartland Financial USA, Inc. stock is owned by institutional investors.
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How much institutional buying is happening at HTLF ?
Institutional investors have bought a total of 35.49 M shares in the last 24 months. This purchase volume represents approximately $2.35 B in transactions.