Recent Quarter Total Invested
$1.42 B
Recent Quarter Institutional Ownership Percentage
75.01%
Total Invested of Last Quarter
$1.09 B
Ownership Percentage of Last Quarter
72.71%
Heartland Financial USA, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK INC. | 08/13/2024 | 3.41 M | $151.53 M | -40.71% | 7.97% |
| VANGUARD GROUP INC | 08/13/2024 | 3.04 M | $135.31 M | -6.16% | 7.12% |
| EARNEST PARTNERS LLC | 08/14/2024 | 2.66 M | $118.11 M | 2.08% | 6.21% |
| DIMENSIONAL FUND ADVISORS LP | 08/09/2024 | 2.38 M | $106.00 M | 8.27% | 5.57% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/12/2024 | 1.40 M | $62.35 M | 0.27% | 3.28% |
| HTLF BANK | 07/23/2024 | 1.37 M | $61.03 M | -7.10% | 3.21% |
| STATE STREET CORP | 08/14/2024 | 1.31 M | $58.14 M | 6.83% | 3.06% |
| MAGNETAR FINANCIAL LLC | 08/14/2024 | 1.05 M | $46.63 M | 100.00% | 2.45% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/09/2024 | 975,890 | $43.39 M | 5.94% | 2.28% |
| ALLIANCEBERNSTEIN L.P. | 08/14/2024 | 732,693 | $32.57 M | 1,526.22% | 1.71% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2024 | 710,923 | $31.60 M | 2,309.01% | 1.66% |
| AQR ARBITRAGE LLC | 08/14/2024 | 688,083 | $30.59 M | 100.00% | 1.61% |
| NORGES BANK | 08/14/2024 | 592,225 | $26.32 M | 100.00% | 1.38% |
| FMR LLC | 08/13/2024 | 548,168 | $24.37 M | -12.88% | 1.28% |
| AMERICAN CENTURY COMPANIES INC | 08/07/2024 | 519,283 | $23.08 M | -3.39% | 1.21% |
| NUVEEN ASSET MANAGEMENT, LLC | 08/09/2024 | 512,154 | $22.77 M | -6.83% | 1.20% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 456,000 | $20.27 M | 34.75% | 1.07% |
| BALYASNY ASSET MANAGEMENT L.P. | 08/14/2024 | 447,943 | $19.91 M | 1,411.18% | 1.05% |
| MORGAN STANLEY | 08/14/2024 | 415,989 | $18.49 M | 14.36% | 0.97% |
| NORTHERN TRUST CORP | 08/14/2024 | 388,015 | $17.25 M | -4.53% | 0.91% |
| NEW YORK STATE COMMON RETIREMENT FUND | 07/31/2024 | 355,827 | $15.82 M | -9.02% | 0.83% |
| THRIVENT FINANCIAL FOR LUTHERANS | 08/13/2024 | 327,216 | $14.55 M | -79.30% | 0.76% |
| SLOTNIK CAPITAL, LLC | 08/14/2024 | 308,534 | $13.71 M | 100.00% | 0.72% |
| BANK OF NEW YORK MELLON CORP | 07/25/2024 | 302,294 | $13.44 M | 4.34% | 0.71% |
| STIEVEN CAPITAL ADVISORS, L.P. | 08/01/2024 | 267,628 | $11.90 M | -32.09% | 0.63% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 08/14/2024 | 249,695 | $11.10 M | 126.69% | 0.58% |
| CITIGROUP INC | 08/12/2024 | 247,498 | $11.00 M | 471.48% | 0.58% |
| SQUAREPOINT OPS LLC | 08/14/2024 | 238,485 | $10.60 M | 100.00% | 0.56% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2024 | 221,416 | $9.84 M | -10.34% | 0.52% |
| FIRST TRUST ADVISORS LP | 08/13/2024 | 218,564 | $9.72 M | -9.93% | 0.51% |
| WELLS FARGO & COMPANY/MN | 08/13/2024 | 208,441 | $9.27 M | 0.66% | 0.49% |
| WELLINGTON MANAGEMENT GROUP LLP | 08/14/2024 | 208,100 | $9.25 M | 0.00% | 0.49% |
| JPMORGAN CHASE & CO | 08/12/2024 | 192,057 | $8.54 M | 0.57% | 0.45% |
| WESTCHESTER CAPITAL MANAGEMENT, LLC | 08/14/2024 | 161,880 | $7.20 M | 100.00% | 0.38% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2024 | 160,742 | $7.14 M | -3.47% | 0.38% |
| GOLDMAN SACHS GROUP INC | 08/13/2024 | 158,601 | $7.05 M | -49.83% | 0.37% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 08/14/2024 | 156,290 | $6.95 M | 2.06% | 0.37% |
| SEI INVESTMENTS CO | 08/13/2024 | 151,443 | $6.73 M | -1.39% | 0.35% |
| ENVESTNET ASSET MANAGEMENT INC | 08/08/2024 | 144,397 | $6.42 M | 5.11% | 0.34% |
| GATE CITY CAPITAL MANAGEMENT, LLC | 08/14/2024 | 138,093 | $1.70 M | 100.00% | 0.32% |
| CHICAGO CAPITAL MANAGEMENT, LLC | 08/14/2024 | 124,789 | $5.55 M | 100.00% | 0.29% |
| UBS ASSET MANAGEMENT AMERICAS INC | 08/14/2024 | 120,029 | $5.34 M | 153.20% | 0.28% |
| INVESCO LTD. | 08/13/2024 | 114,805 | $5.10 M | -10.30% | 0.27% |
| MIDWESTONE FINANCIAL GROUP, INC. | 08/15/2024 | 114,446 | $5.09 M | -2.31% | 0.27% |
| UBS GROUP AG | 08/14/2024 | 111,516 | $4.96 M | 59.00% | 0.26% |
| EMPOWERED FUNDS, LLC | 07/30/2024 | 101,716 | $4.52 M | -20.07% | 0.24% |
| JANUS HENDERSON GROUP PLC | 08/14/2024 | 96,251 | $4.28 M | 428.13% | 0.23% |
| PRELUDE CAPITAL MANAGEMENT, LLC | 08/14/2024 | 96,027 | $4.27 M | 100.00% | 0.22% |
| NFJ INVESTMENT GROUP, LLC | 08/14/2024 | 94,557 | $4.20 M | -8.14% | 0.22% |
| JANE STREET GROUP, LLC | 08/15/2024 | 93,238 | $4.14 M | 48.60% | 0.22% |
Heartland Financial USA, Inc.institutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of HTLF shares?
During the previous two years, 302 institutional investors and hedge funds held shares of Heartland Financial USA, Inc.. The most heavily invested institutionals were:
BlackRock Inc.: 3.41 M
VANGUARD GROUP INC: 3.04 M
EARNEST PARTNERS LLC: 2.66 M
DIMENSIONAL FUND ADVISORS LP: 2.38 M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 1.4 M
HTLF Bank: 1.37 M
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What percentage of Heartland Financial USA, Inc. stock is owned by institutional investors?
75.01% 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 36.00 M shares in the last 24 months. This purchase volume represents approximately $2.04 B in transactions.