Skip to main content

Heartland Financial USA Inc

HTLFDelisted Jan 31, 2025
Industry
State Commercial Banks
SEC CIK
0000920112

Heartland Financial USA Inc was delisted on Jan 31, 2025; its insiders filed their last Form 4 on Feb 4, 2025; 237 institutions reported holding it in 13F filings for Q4 2024, worth $2.09B in total; no superinvestor held it.

13F holders, Q1 2021

Institutional positions in Heartland Financial USA Inc as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
175
No complete 13F data for Q4 2020
Shares held
24.7M
No complete 13F data for Q4 2020
Total value
$1.24B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting HTLF on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 175 institutions
Q1 2021: 175 institutionsQ2 2021: 173 institutionsQ3 2021: 179 institutionsQ4 2021: 186 institutionsQ1 2022: 190 institutionsQ2 2022: 181 institutionsQ3 2022: 182 institutionsQ4 2022: 179 institutionsQ1 2023: 193 institutionsQ2 2023: 179 institutionsQ3 2023: 192 institutionsQ4 2023: 217 institutionsQ1 2024: 208 institutionsQ2 2024: 217 institutionsQ3 2024: 220 institutionsQ4 2024: 237 institutionsQ1 2025: 1 institutionQ2 2025: 0 institutionsQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ1 2021: $1.24B
Q1 2021: $1.24BQ2 2021: $1.19BQ3 2021: $1.23BQ4 2021: $1.32BQ1 2022: $1.28BQ2 2022: $1.12BQ3 2022: $1.16BQ4 2022: $1.29BQ1 2023: $1.14BQ2 2023: $830.3MQ3 2023: $888.3MQ4 2023: $1.15BQ1 2024: $1.10BQ2 2024: $1.42BQ3 2024: $1.88BQ4 2024: $2.09BQ1 2025: $48.2KQ2 2025: $0Q3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding HTLF and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20250$0
Q2 20250$0
Q1 20251$48.2K
Q4 2024237$2.09B
Q3 2024220$1.88B
Q2 2024217$1.42B
Q1 2024208$1.10B
Q4 2023217$1.15B
Q3 2023192$888.3M
Q2 2023179$830.3M
Q1 2023193$1.14B
Q4 2022179$1.29B
Q3 2022182$1.16B
Q2 2022181$1.12B
Q1 2022190$1.28B
Q4 2021186$1.32B
Q3 2021179$1.23B
Q2 2021173$1.19B
Q1 2021175$1.24B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Heartland Financial USA Inc.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding HTLF in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
First Horizon Advisors, Inc.34$1.00K0.00%––
Lindbrook Capital, LLC18$1.00K0.00%––
Parallel Advisors, LLC48$2.00K0.00%––
Carolinas Wealth Consulting LLC45$2.00K0.00%––
Sowell Financial Services LLC124$6.00K0.00%––
Proequities, Inc.140$7.00K0.00%––
Signaturefd, LLC161$8.00K0.00%––
Captrust Financial Advisors245$12.0K0.00%––
Rockefeller Capital Management L.P.331$16.0K0.00%––
Quantbot Technologies LP374$18.0K0.00%––
Winch Advisory Services, LLC385$19.0K0.01%––
Johnson Financial Group, Inc.500$25.0K0.00%––
Bessemer Group Inc516$26.0K0.00%––
Newbridge Financial Services Group, Inc.633$32.0K0.02%––
Gradient Investments LLC653$33.0K0.00%––
The PNC Financial Services Group, Inc.700$35.0K0.00%––
Macquarie Group Ltd835$42.0K0.00%––
Nisa Investment Advisors, LLC990$50.0K0.00%––
Lazard Asset Management LLC1,020$51.0K0.00%––
Creative Financial Designs Inc1,039$52.0K0.01%––
AdvisorNet Financial, Inc1,101$55.0K0.00%––
Larson Financial Group LLC1,087$55.0K0.02%––
First Bank & Trust1,367$69.0K0.03%––
Marquette Asset Management, LLC1,479$74.0K0.02%––
CWM, LLC1,924$90.0K0.00%––
Great West Life Assurance Co2,185$109.0K0.00%––
Barrow Hanley Mewhinney & Strauss LLC2,234$112.0K0.00%––
Ameritas Investment Partners, Inc.2,826$142.0K0.01%––
Royal Bank of Canada3,261$163.0K0.00%––
Zurcher Kantonalbank (Zurich Cantonalbank)3,504$176.0K0.00%––
Tower Research Capital LLC (TRC)3,781$190.0K0.00%––
C M Bidwell & Associates Ltd3,914$197.0K0.14%––
Dillon & Associates Inc4,000$200.0K0.04%––
Harbour Investments, Inc.4,081$205.0K0.01%––
KLCM Advisors, Inc.4,216$212.0K0.05%––
Bridgefront Capital, LLC4,354$219.0K0.07%––
Campbell & CO Investment Adviser LLC4,509$227.0K0.14%––
Integrated Investment Consultants, LLC4,575$230.0K0.08%––
Trexquant Investment LP4,598$231.0K0.02%––
Northwestern Mutual Wealth Management Co4,644$233.0K0.00%––
Edge Capital Group, LLC4,761$239.0K0.02%––
PDT Partners, LLC4,827$243.0K0.02%––
STRS Ohio5,000$251.0K0.00%––
QS Investors, LLC5,600$282.0K0.00%––
Connable Office Inc5,829$293.0K0.04%––
JNBA Financial Advisors6,351$319.0K0.05%––
Alps Advisors Inc6,489$326.0K0.00%––
Verition Fund Management LLC6,679$336.0K0.01%––
State Board of Administration of Florida Retirement System6,984$351.0K0.00%––
Hills Bank & Trust Co7,000$352.0K0.06%––
Frontier Wealth Management LLC7,204$362.0K0.03%––
Truist Financial Corp7,400$372.0K0.00%––
HGK Asset Management Inc7,781$391.0K0.13%––
Bailard, Inc.7,825$393.0K0.01%––
IndexIQ Advisors LLC7,913$398.0K0.01%––
First Citizens Financial Corp8,000$402.0K0.33%––
Handelsbanken Fonder AB8,037$404.0K0.00%––
Two Sigma Advisers, LP8,200$412.0K0.00%––
Qube Research & Technologies Ltd8,513$428.0K0.01%––
Congress Asset Management Co8,963$450.0K0.00%––
Geneos Wealth Management Inc.9,227$463.0K0.01%––
N.E.W. Advisory Services LLC9,227$465.0K0.09%––
ProShare Advisors LLC9,285$467.0K0.00%––
Jane Street Group, LLC9,483$477.0K0.00%––
Arizona State Retirement System9,664$486.0K0.00%––
Public Employees Retirement System of Ohio9,688$487.0K0.00%––
Raymond James Financial Services Advisors, Inc.9,715$488.0K0.00%––
Oppenheimer & Co Inc9,879$497.0K0.01%––
Metropolitan Life Insurance Co10,312$518.3K0.01%––
Denali Advisors LLC10,600$533.0K0.16%––
DuPont Capital Management Corp10,717$539.0K0.01%––
Two Sigma Investments, LP11,021$554.0K0.00%––
Stifel Financial Corp11,068$556.0K0.00%––
SG Americas Securities, LLC11,239$565.0K0.00%––
Creative Planning11,556$581.0K0.00%––
EPIQ Capital Group, LLC11,600$583.0K0.07%––
Victory Capital Management Inc11,786$592.0K0.00%––
Atwood & Palmer Inc12,031$605.0K0.06%––
Wakefield Asset Management LLLP12,159$611.0K0.24%––
MetLife Investment Management12,574$632.0K0.01%––
Amarillo National Bank13,147$661.0K0.17%––
Cornercap Investment Counsel Inc14,471$727.0K0.08%––
Dynamic Technology Lab Private Ltd14,570$732.0K0.08%––
United Capital Financial Advisers, LLC14,599$734.0K0.00%––
Man Group plc15,000$754.0K0.00%––
Voya Investment Management LLC15,026$755.0K0.00%––
Laffer Tengler Investments15,115$759.7K0.29%––
BNP Paribas Arbitrage, SA15,318$769.9K0.00%––
Tudor Investment Corp Et Al15,346$771.0K0.02%––
Advisor Group Holdings, Inc.15,523$779.0K0.00%––
Raymond James & Associates16,742$841.0K0.00%––
Holocene Advisors, LP16,816$845.0K0.01%––
Shell Asset Management Co17,880$899.0K0.02%––
ExodusPoint Capital Management, LP18,495$930.0K0.02%––
Manufacturers Life Insurance Company, The19,041$957.0K0.00%––
US Bancorp19,530$982.0K0.00%––
Legal & General Group Plc19,592$985.0K0.00%––
American International Group, Inc.20,247$1.02M0.00%––
Jackson Creek Investment Advisors LLC21,914$1.10M0.38%––
Rafferty Asset Management, LLC23,341$1.17M0.01%––