Heartland Financial USA, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 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% |
| STATE STREET CORP | 02/14/2025 | 1.33 M | $81.72 M | 7.91% | 2.99% |
| FIRST TRUST CAPITAL MANAGEMENT L.P. | 07/25/2025 | 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 | 866.68 K | $53.13 M | 0.00% | 1.95% |
| ALLIANCEBERNSTEIN L.P. | 02/12/2025 | 719.38 K | $44.10 M | -0.82% | 1.61% |
| AQR ARBITRAGE LLC | 02/14/2025 | 610.43 K | $37.42 M | -3.90% | 1.37% |
| BALYASNY ASSET MANAGEMENT L.P. | 02/14/2025 | 534.50 K | $32.77 M | -35.73% | 1.20% |
| BANK OF AMERICA CORP /DE/ | 02/14/2025 | 461.22 K | $28.28 M | 1.24% | 1.04% |
| NORTHERN TRUST CORP | 02/14/2025 | 419.88 K | $25.74 M | 6.24% | 0.94% |
| OMERS ADMINISTRATION CORP | 02/14/2025 | 416.27 K | $25.52 M | 15.45% | 0.93% |
| NUVEEN ASSET MANAGEMENT, LLC | 02/14/2025 | 379.28 K | $23.25 M | -8.00% | 0.85% |
| AMERICAN CENTURY COMPANIES INC | 02/11/2025 | 345.31 K | $21.17 M | -16.97% | 0.78% |
| STIEVEN CAPITAL ADVISORS, L.P. | 01/30/2025 | 343.36 K | $21.05 M | 6.12% | 0.77% |
| NEW YORK STATE COMMON RETIREMENT FUND | 10/08/2025 | 327.30 K | $20.06 M | -0.35% | 0.73% |
| SQUAREPOINT OPS LLC | 02/14/2025 | 314.35 K | $19.27 M | 99.40% | 0.71% |
| GARDNER LEWIS ASSET MANAGEMENT L P | 02/12/2025 | 297.83 K | $18.26 M | -1.65% | 0.67% |
| FMR LLC | 02/13/2025 | 297.42 K | $18.23 M | -40.84% | 0.67% |
| MORGAN STANLEY | 05/15/2025 | 283.42 K | $17.37 M | -39.93% | 0.64% |
| MILLENNIUM MANAGEMENT LLC | 02/14/2025 | 280.98 K | $17.23 M | -60.87% | 0.63% |
| CITIGROUP INC | 02/12/2025 | 266.80 K | $16.36 M | 7.91% | 0.60% |
| GOLDMAN SACHS GROUP INC | 02/11/2025 | 257.08 K | $15.76 M | 17.42% | 0.58% |
| CHICAGO CAPITAL MANAGEMENT, LLC | 02/12/2025 | 224.90 K | $13.79 M | 6.35% | 0.50% |
| WELLS FARGO & COMPANY/MN | 02/13/2025 | 211.57 K | $12.97 M | 1.54% | 0.47% |
| WELLINGTON MANAGEMENT GROUP LLP | 02/12/2025 | 208.10 K | $12.76 M | 0.00% | 0.47% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 02/14/2025 | 207.79 K | $12.74 M | -0.10% | 0.47% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2025 | 206.77 K | $12.68 M | 512.04% | 0.46% |
| UBS GROUP AG | 02/14/2025 | 203.32 K | $12.46 M | 28.22% | 0.46% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 02/14/2025 | 201.58 K | $12.36 M | -11.11% | 0.45% |
| BANK OF NEW YORK MELLON CORP | 02/04/2025 | 193.90 K | $11.89 M | -27.90% | 0.44% |
| PRELUDE CAPITAL MANAGEMENT, LLC | 02/14/2025 | 180.72 K | $11.08 M | -6.63% | 0.41% |
| DEUTSCHE BANK AG\ | 06/30/2025 | 158.51 K | $9.72 M | 87.58% | 0.36% |
| ENVESTNET ASSET MANAGEMENT INC | 02/13/2025 | 148.32 K | $9.09 M | 3.41% | 0.33% |
| THRIVENT FINANCIAL FOR LUTHERANS | 02/10/2025 | 148.05 K | $9.08 M | -37.15% | 0.33% |
| SEI INVESTMENTS CO | 02/11/2025 | 143.35 K | $8.79 M | -0.92% | 0.32% |
| ODDO BHF ASSET MANAGEMENT SAS | 02/12/2025 | 136.09 K | $8.34 M | 2,449.48% | 0.31% |
| SLOTNIK CAPITAL, LLC | 02/12/2025 | 135.43 K | $8.30 M | -61.69% | 0.30% |
| INVESCO LTD. | 02/13/2025 | 126.59 K | $7.76 M | 1.84% | 0.28% |
| JPMORGAN CHASE & CO | 02/12/2025 | 121.24 K | $7.43 M | -31.61% | 0.27% |
| ASSENAGON ASSET MANAGEMENT S.A. | 01/14/2025 | 113.20 K | $6.94 M | -43.72% | 0.25% |
| EMPOWERED FUNDS, LLC | 01/28/2025 | 112.48 K | $6.90 M | 5.05% | 0.25% |
| YAKIRA CAPITAL MANAGEMENT, INC. | 02/13/2025 | 111.49 K | $6.83 M | 0.00% | 0.25% |
| MIDWESTONE FINANCIAL GROUP, INC. | 02/18/2025 | 102.05 K | $6.26 M | -2.30% | 0.23% |
Heartland Financial USA, Inc. institutional Ownership - FAQ's
During the previous two years, 56 institutional investors and hedge funds held shares of Heartland Financial USA, Inc.. The most heavily invested institutionals were:
Lindbrook Capital, LLC: 0
CAROLINAS WEALTH CONSULTING LLC: 0
HTLF Bank: 1.04 M
Nuveen Asset Management, LLC: 379,278
EPIQ Capital Group, LLC: 12,820
AlphaMark Advisors, LLC: 0
76.53% of Heartland Financial USA, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 8.84 M shares in the last 24 months. This purchase volume represents approximately $571.70 M in transactions.