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 224 institutions that hold shares in the stock, with a total of 33.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Whelan Financial
|
Oct 28, 2024 Q3 2024 |
9,040
shares
|
$569,520
0.21% of portfolio
|
Q3 2024
Reduced 2.74%
|
|
|
Congress Asset Management CO
|
Oct 28, 2024 Q3 2024 |
8,963
shares
|
$564,669
0.0% of portfolio
|
Q1 2019
Added 84.99%
|
|
|
Connable Office Inc
|
Nov 06, 2024 Q3 2024 |
8,820
shares
|
$555,660
0.05% of portfolio
|
Q3 2024
Reduced 4.84%
|
|
|
Cambria Investment Management, L.P.
|
Nov 14, 2024 Q3 2024 |
8,714
shares
|
$548,982
0.03% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Integrated Investment Consultants, LLC
|
Nov 12, 2024 Q3 2024 |
8,532
shares
|
$537,516
0.01% of portfolio
|
Q3 2024
Reduced 3.96%
|
|
|
Virginia Retirement Systems Et Al
Richmond, VA |
Jan 02, 2024 Q3 2023 |
8,300
shares
|
$522,900
0.0% of portfolio
|
Q3 2023
Added 7.79%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
8,294
shares
|
$522,522
0.01% of portfolio
|
Q3 2024
Reduced 5.23%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 31, 2024 Q3 2024 |
8,252
shares
|
$519,876
0.05% of portfolio
|
Q2 2022
Reduced 10.57%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Nov 14, 2024 Q3 2024 |
8,172
shares
|
$514,836
0.0% of portfolio
|
Q2 2024
Added 40.7%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Nov 08, 2024 Q3 2024 |
7,514
shares
|
$473,382
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
7,349
shares
|
$462,987
0.0% of portfolio
|
Q3 2024
Added 5.42%
|
|
|
First Community Trust Na
|
Oct 02, 2024 Q3 2024 |
7,282
shares
|
$458,766
0.34% of portfolio
|
Q4 2023
Added 4.3%
|
|
|
Klcm Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
7,165
shares
|
$451,395
0.05% of portfolio
|
Q3 2024
Reduced 48.45%
|
|
|
Handelsbanken Fonder Ab
|
Oct 04, 2024 Q3 2024 |
6,537
shares
|
$411,831
0.0% of portfolio
|
Q2 2024
Reduced 31.46%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
6,352
shares
|
$400,176
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
6,141
shares
|
$386,883
0.01% of portfolio
|
Q3 2024
Reduced 68.81%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Nov 12, 2024 Q3 2024 |
5,805
shares
|
$365,715
0.0% of portfolio
|
Q3 2024
Added 14.5%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2024 Q3 2024 |
5,790
shares
|
$364,770
0.01% of portfolio
|
Q3 2024
Reduced 5.52%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
5,539
shares
|
$348,957
0.0% of portfolio
|
Q3 2024
Added 6.7%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
5,365
shares
|
$337,995
0.0% of portfolio
|
Q3 2024
Added 12.26%
|
|
|
Oddo Bhf Asset Management Sas
Paris, I0 |
Dec 03, 2024 Q3 2024 |
5,338
shares
|
$336,294
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
Nov 13, 2024 Q3 2024 |
5,332
shares
|
$335,916
0.0% of portfolio
|
Q3 2024
Added 5.92%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
5,202
shares
|
$327,726
0.01% of portfolio
|
Q3 2024
Reduced 29.97%
|
|
|
Pender Fund Capital Management Ltd.
Vancouver, A1 |
Nov 14, 2024 Q3 2024 |
5,200
shares
|
$327,600
0.22% of portfolio
|
Q3 2024
Reduced 42.86%
|
|
|
First Affirmative Financial Network
|
Oct 10, 2024 Q3 2024 |
4,711
shares
|
$296,793
0.15% of portfolio
|
Q3 2024
Added 0.11%
|