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.
Q1 2022 vs. Q4 2021
How the institutions holding Heartland Financial USA Inc changed between Q4 2021 and Q1 2022.
All holders in Q1 2022All holders in Q4 2021
| Measure | Q4 2021 | Of which not filed for Q1 2022 | Q1 2022 | Change |
|---|---|---|---|---|
| Holders | 186 | 1 | 190 | +5 |
| Shares | 26.0M | 11 | 26.7M | +622.7K (+2.4%) |
| Value | $1.32B | $1.00K | $1.28B | −$41.2M (−3.1%) |
1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (18)
Institutions that held Heartland Financial USA Inc at the end of Q1 2022 but not at the end of Q4 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income | 236,556 | $11.3M | 1.25% |
| Kennedy Capital Management, Inc. | 87,115 | $4.17M | 0.10% |
| Boothbay Fund Management, LLC | 56,165 | $2.69M | 0.09% |
| Squarepoint Ops LLC | 16,435 | $786.0K | 0.01% |
| Toronto Dominion Bank | 11,833 | $566.0K | 0.00% |
| Citadel Advisors LLC | 10,975 | $525.0K | 0.00% |
| Truist Financial Corp | 5,421 | $259.0K | 0.00% |
| Ergoteles LLC | 5,289 | $253.0K | 0.01% |
| Whelan Financial | 5,189 | $248.0K | 0.15% |
| Jump Financial, LLC | 5,031 | $240.0K | 0.01% |
| Amalgamated Financial Corp. | 4,864 | $233.0K | 0.00% |
| Engineers Gate Manager LP | 4,680 | $224.0K | 0.01% |
| Dark Forest Capital Management LP | 2,371 | $113.0K | 0.03% |
| Ten Capital Wealth Advisors, LLC | 2,111 | $101.0K | 0.04% |
| Point72 Hong Kong Ltd | 551 | $26.0K | 0.00% |
| IFP Advisors, Inc | 58 | $4.00K | 0.00% |
| Disciplined Investments, LLC | 3 | $0 | 0.00% |
| Cordant, Inc. | 10 | $0 | 0.00% |
Sold out (13)
Institutions that held Heartland Financial USA Inc at the end of Q4 2021 and filed for Q1 2022 without it.
| Institution | Shares, Q4 2021 | Value, Q4 2021 |
|---|---|---|
| Richard Bernstein Advisors LLC | 39,953 | $2.02M |
| Cornercap Investment Counsel Inc | 21,648 | $1.10M |
| Man Group plc | 17,313 | $876.0K |
| Alps Advisors Inc | 8,009 | $405.0K |
| Susquehanna International Group, LLP | 6,419 | $325.0K |
| ExodusPoint Capital Management, LP | 5,471 | $277.0K |
| Dillon & Associates Inc | 4,000 | $204.0K |
| JustInvest LLC | 4,012 | $203.0K |
| Ameritas Advisory Services, LLC | 4,012 | $203.0K |
| Russell Investments Group, Ltd. | 3,037 | $153.0K |
| Confluence Wealth Services, Inc. | 560 | $28.0K |
| Tradition Wealth Management, LLC | 50 | $3.00K |
| First Horizon Advisors, Inc. | 19 | $0 |
Not filed for Q1 2022 yet (1)
Institutions that held Heartland Financial USA Inc at the end of Q4 2021 and haven't filed a 13F for Q1 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2021 | Value, Q4 2021 |
|---|---|---|
| Bell Investment Advisors, Inc | 11 | $1.00K |