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.
Q3 2021 vs. Q2 2021
How the institutions holding Heartland Financial USA Inc changed between Q2 2021 and Q3 2021.
All holders in Q3 2021All holders in Q2 2021
| Measure | Q2 2021 | Of which not filed for Q3 2021 | Q3 2021 | Change |
|---|---|---|---|---|
| Holders | 173 | 2 | 179 | +8 |
| Shares | 25.4M | 7.52K | 25.6M | +231.1K (+0.9%) |
| Value | $1.19B | $354.0K | $1.23B | +$38.6M (+3.2%) |
2 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so the changes leave them out.
New holders (22)
Institutions that held Heartland Financial USA Inc at the end of Q3 2021 but not at the end of Q2 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Phocas Financial Corp. | 98,853 | $4.75M | 0.60% |
| M3F, Inc. | 64,364 | $3.10M | 1.01% |
| HRT Financial LP | 15,890 | $763.0K | 0.00% |
| Laffer Tengler Investments | 12,996 | $624.8K | 0.18% |
| Algert Global LLC | 10,722 | $516.0K | 0.07% |
| Gsa Capital Partners LLP | 9,113 | $438.0K | 0.04% |
| Baird Financial Group, Inc. | 8,541 | $411.0K | 0.00% |
| Jane Street Group, LLC | 6,928 | $333.0K | 0.00% |
| Ergoteles LLC | 5,700 | $274.0K | 0.01% |
| Franklin Resources Inc | 5,600 | $269.0K | 0.00% |
| First Affirmative Financial Network | 5,185 | $249.0K | 0.26% |
| Angeles Investment Advisors, LLC | 4,615 | $222.0K | 0.01% |
| Jefferies Group LLC | 4,446 | $213.8K | 0.01% |
| KLCM Advisors, Inc. | 4,216 | $203.0K | 0.04% |
| IMA Wealth, Inc. | 1,962 | $94.0K | 0.02% |
| Group One Trading, L.P. | 1,198 | $58.0K | 0.00% |
| Koshinski Asset Management, Inc. | 1,120 | $53.9K | 0.00% |
| Whittier Trust Co | 512 | $25.0K | 0.00% |
| Berman Capital Advisors, LLC | 209 | $10.0K | 0.00% |
| O'Shaughnessy Asset Management, LLC | 157 | $8.00K | 0.00% |
| Quadrant Capital Group LLC | 99 | $5.00K | 0.00% |
| Bell Investment Advisors, Inc | 11 | $1.00K | 0.00% |
Sold out (14)
Institutions that held Heartland Financial USA Inc at the end of Q2 2021 and filed for Q3 2021 without it.
| Institution | Shares, Q2 2021 | Value, Q2 2021 |
|---|---|---|
| Arrowstreet Capital, Limited Partnership | 53,969 | $2.54M |
| Healthcare of Ontario Pension Plan Trust Fund | 27,700 | $1.30M |
| Qube Research & Technologies Ltd | 15,583 | $732.0K |
| Squarepoint Ops LLC | 14,773 | $694.0K |
| Paloma Partners Management Co | 10,098 | $475.0K |
| First Citizens Financial Corp | 8,000 | $376.0K |
| Ameriprise Financial Inc | 7,767 | $365.0K |
| Jump Financial, LLC | 6,531 | $307.0K |
| GW Henssler & Associates Ltd | 6,511 | $306.0K |
| Virtu Financial LLC | 6,406 | $301.0K |
| Petrus Trust Company, LTA | 6,338 | $298.0K |
| Principal Financial Group Inc | 4,652 | $219.0K |
| Newbridge Financial Services Group, Inc. | 633 | $30.0K |
| Point72 Hong Kong Ltd | 70 | $3.00K |
Not filed for Q3 2021 yet (2)
Institutions that held Heartland Financial USA Inc at the end of Q2 2021 and haven't filed a 13F for Q3 2021. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2021 | Value, Q2 2021 |
|---|---|---|
| QS Investors, LLC | 5,600 | $264.0K |
| CWM, LLC | 1,924 | $90.0K |