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 | 02/07/2025 | 3.67 M | $225.09 M | 2.10% | 8.24% |
VANGUARD GROUP INC | 02/11/2025 | 3.15 M | $193.41 M | 1.51% | 7.08% |
EARNEST PARTNERS LLC | 02/14/2025 | 2.60 M | $159.26 M | 0.15% | 5.83% |
DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 2.49 M | $152.40 M | -1.32% | 5.58% |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/06/2025 | 1.60 M | $98.19 M | 9.97% | 3.60% |
FIRST TRUST CAPITAL MANAGEMENT L.P. | 02/14/2025 | 1.18 M | $72.44 M | 3,393.98% | 2.65% |
MAGNETAR FINANCIAL LLC | 02/11/2025 | 1.05 M | $64.54 M | -4.16% | 2.36% |
HTLF BANK | 01/28/2025 | 1.04 M | $63.70 M | -10.98% | 2.33% |
GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 1.02 M | $62.58 M | -0.27% | 2.29% |
WESTCHESTER CAPITAL MANAGEMENT, LLC | 02/14/2025 | 1.01 M | $61.73 M | 72.74% | 2.26% |
NORGES BANK | 02/12/2025 | 866,680 | $53.13 M | 100.00% | 1.95% |
ALLIANCEBERNSTEIN L.P. | 02/12/2025 | 719,380 | $44.10 M | -0.82% | 1.61% |
AQR ARBITRAGE LLC | 02/14/2025 | 610,427 | $37.42 M | -3.90% | 1.37% |
BALYASNY ASSET MANAGEMENT L.P. | 02/14/2025 | 534,503 | $32.77 M | -35.73% | 1.20% |
OMERS ADMINISTRATION CORP | 02/14/2025 | 416,271 | $25.52 M | 15.45% | 0.93% |
NUVEEN ASSET MANAGEMENT, LLC | 02/14/2025 | 379,278 | $23.25 M | -8.00% | 0.85% |
AMERICAN CENTURY COMPANIES INC | 02/11/2025 | 345,313 | $21.17 M | -16.97% | 0.78% |
STIEVEN CAPITAL ADVISORS, L.P. | 01/30/2025 | 343,364 | $21.05 M | 6.12% | 0.77% |
NEW YORK STATE COMMON RETIREMENT FUND | 01/31/2025 | 327,297 | $20.07 M | -0.35% | 0.73% |
SQUAREPOINT OPS LLC | 02/14/2025 | 314,348 | $19.27 M | 99.40% | 0.71% |
GARDNER LEWIS ASSET MANAGEMENT L P | 02/12/2025 | 297,825 | $18.26 M | -1.65% | 0.67% |
FMR LLC | 02/13/2025 | 297,420 | $18.23 M | -40.84% | 0.67% |
MILLENNIUM MANAGEMENT LLC | 02/14/2025 | 280,976 | $17.23 M | -60.87% | 0.63% |
CITIGROUP INC | 02/12/2025 | 266,804 | $16.36 M | 7.91% | 0.60% |
GOLDMAN SACHS GROUP INC | 02/11/2025 | 257,076 | $15.76 M | 17.42% | 0.58% |
CHICAGO CAPITAL MANAGEMENT, LLC | 02/12/2025 | 224,902 | $13.79 M | 6.35% | 0.50% |
WELLS FARGO & COMPANY/MN | 02/13/2025 | 211,571 | $12.97 M | 1.54% | 0.47% |
WELLINGTON MANAGEMENT GROUP LLP | 02/12/2025 | 208,100 | $12.76 M | 0.00% | 0.47% |
QUBE RESEARCH & TECHNOLOGIES LTD | 02/14/2025 | 207,792 | $12.74 M | -0.10% | 0.47% |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2025 | 206,765 | $12.68 M | 512.04% | 0.46% |
UBS GROUP AG | 02/14/2025 | 203,320 | $12.46 M | 28.22% | 0.46% |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 02/14/2025 | 201,579 | $12.36 M | -11.11% | 0.45% |
BANK OF NEW YORK MELLON CORP | 02/04/2025 | 193,896 | $11.89 M | -27.90% | 0.44% |
PRELUDE CAPITAL MANAGEMENT, LLC | 02/14/2025 | 180,721 | $11.08 M | -6.63% | 0.41% |
DEUTSCHE BANK AG\ | 02/14/2025 | 158,514 | $9.72 M | 87.58% | 0.36% |
ENVESTNET ASSET MANAGEMENT INC | 02/13/2025 | 148,317 | $9.09 M | 3.41% | 0.33% |
THRIVENT FINANCIAL FOR LUTHERANS | 02/10/2025 | 148,054 | $9.08 M | -37.15% | 0.33% |
SEI INVESTMENTS CO | 02/11/2025 | 143,352 | $8.79 M | -0.92% | 0.32% |
02/12/2025 | 136,091 | $8.34 M | 2,449.48% | 0.31% | |
SLOTNIK CAPITAL, LLC | 02/12/2025 | 135,430 | $8.30 M | -61.69% | 0.30% |
INVESCO LTD. | 02/13/2025 | 126,592 | $7.76 M | 1.84% | 0.28% |
JPMORGAN CHASE & CO | 02/12/2025 | 121,244 | $7.43 M | -31.61% | 0.27% |
ASSENAGON ASSET MANAGEMENT S.A. | 01/14/2025 | 113,200 | $6.94 M | -43.72% | 0.25% |
EMPOWERED FUNDS, LLC | 01/28/2025 | 112,479 | $6.90 M | 5.05% | 0.25% |
YAKIRA CAPITAL MANAGEMENT, INC. | 02/13/2025 | 111,489 | $6.83 M | 0.00% | 0.25% |
MIDWESTONE FINANCIAL GROUP, INC. | 02/18/2025 | 102,046 | $6.26 M | -2.30% | 0.23% |
JANUS HENDERSON GROUP PLC | 02/14/2025 | 99,451 | $6.10 M | 3.32% | 0.22% |
BARCLAYS PLC | 02/13/2025 | 97,312 | $5.97 M | 14.80% | 0.22% |
UBS ASSET MANAGEMENT AMERICAS INC | 02/14/2025 | 90,877 | $5.57 M | -15.10% | 0.20% |
EXODUSPOINT CAPITAL MANAGEMENT, LP | 02/12/2025 | 88,596 | $5.43 M | -3.15% | 0.20% |
Heartland Financial USA, Inc. institutional Ownership - FAQ's
During the previous two years, 286 institutional investors and hedge funds held shares of Heartland Financial USA, Inc.. The most heavily invested institutionals were:
BlackRock Funding, Inc. /DE: 3.67 M
VANGUARD GROUP INC: 3.15 M
EARNEST PARTNERS LLC: 2.6 M
DIMENSIONAL FUND ADVISORS LP: 2.49 M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 1.6 M
First Trust Capital Management L.P.: 1.18 M
76.49% of Heartland Financial USA, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 39.96 M shares in the last 24 months. This purchase volume represents approximately $2.44 B in transactions.