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% |
| VANGUARD GROUP INC | 11/13/2024 | 3.11 M | $176.22 M | 2.09% | 7.23% |
| 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% |
| FMR LLC | 11/13/2024 | 502,768 | $28.51 M | -8.28% | 1.17% |
| 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 | 12/26/2024 | 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% |
Heartland Financial USA, Inc.institutional Ownership - FAQ's
During the previous two years, 260 institutional investors and hedge funds held shares of Heartland Financial USA, Inc.. The most heavily invested institutionals were:
SG Americas Securities, LLC: 0
BlackRock Funding, Inc. /DE: 3.6 M
VANGUARD GROUP INC: 3.11 M
EARNEST PARTNERS LLC: 2.59 M
DIMENSIONAL FUND ADVISORS LP: 2.52 M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 1.46 M
75.18% of Heartland Financial USA, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 39.11 M shares in the last 24 months. This purchase volume represents approximately $2.60 B in transactions.