Institutional Ownership Heartland Financial Usa Inc (HTLF)
This table provides information about the institutional ownership of Heartland Financial Usa Inc (HTLF). We have compiled data on the 16 institutions that hold shares in the stock, with a total of 6.78 Million shares, which have been reported (via 13F filing form) to have a value of $438 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
3,409,051
shares
|
$220 Million
0.0% of portfolio
|
Q2 2024
Reduced 40.71%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
1,619,694
shares
|
$105 Million
6.5% of portfolio
|
Q3 2023
Reduced 4.34%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
1,039,077
shares
|
$67.2 Million
7.2% of portfolio
|
Q4 2024
Reduced 10.98%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
379,278
shares
|
$24.5 Million
0.01% of portfolio
|
Q4 2024
Reduced 8.0%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
111,235
shares
|
$7.19 Million
0.01% of portfolio
|
Q2 2022
Reduced -0.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
78,396
shares
|
$5.07 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
41,621
shares
|
$2.69 Million
0.0% of portfolio
|
Q4 2023
Added 5.02%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
29,000
shares
|
$1.88 Million
0.0% of portfolio
|
Q4 2023
Reduced 3.07%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
22,437
shares
|
$1.45 Million
0.0% of portfolio
|
Q3 2024
Added 5.69%
|
|
|
Walthausen & Co., LLC
Malta, NY |
Nov 14, 2022 Q3 2022 |
21,974
shares
|
$1.42 Million
0.8% of portfolio
|
Q3 2022
Added 58.95%
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
12,820
shares
|
$829,069
0.23% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
7,349
shares
|
$475,259
0.0% of portfolio
|
Q3 2024
Added 5.42%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
4,565
shares
|
$295,218
0.0% of portfolio
|
Q4 2021
Reduced 31.91%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
720
shares
|
$46,562
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
New Century Advisors, LLC
|
Oct 13, 2022 Q3 2022 |
675
shares
|
$43,652
0.04% of portfolio
|
Q3 2022
Added 2.27%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
27
shares
|
$1,746
0.0% of portfolio
|
Q3 2023
New holding
|