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, Q2 2023
Institutional positions in Heartland Financial USA Inc as of Jun 30, 2023. 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
- 179
- −14 vs. Q1 2023
- Shares held
- 29.7M
- −26.7K (−0.1%) vs. Q1 2023
- Total value
- $830.3M
- −$311.2M (−27.3%) vs. Q1 2023
- New holders
- 21
- 72 more added
- Sold out
- 35
- 57 more reduced
Compare with Q1 2023: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 0 | $0 |
| Q1 2026 | 0 | $0 |
| Q4 2025 | 0 | $0 |
| Q3 2025 | 0 | $0 |
| Q2 2025 | 0 | $0 |
| Q1 2025 | 1 | $48.2K |
| Q4 2024 | 237 | $2.09B |
| Q3 2024 | 220 | $1.88B |
| Q2 2024 | 217 | $1.42B |
| Q1 2024 | 208 | $1.10B |
| Q4 2023 | 217 | $1.15B |
| Q3 2023 | 192 | $888.3M |
| Q2 2023 | 179 | $830.3M |
| Q1 2023 | 193 | $1.14B |
| Q4 2022 | 179 | $1.29B |
| Q3 2022 | 182 | $1.16B |
| Q2 2022 | 181 | $1.12B |
| Q1 2022 | 190 | $1.28B |
| Q4 2021 | 186 | $1.32B |
| Q3 2021 | 179 | $1.23B |
| Q2 2021 | 173 | $1.19B |
| Q1 2021 | 175 | $1.24B |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding Heartland Financial USA Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −4,012−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −3,652−100.0% | Sold out |
| Ten Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,950−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,634−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Macroview Investment Management LLC | 0 | $0 | 0.00% | −264−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −133−100.0% | Sold out |
| C M Bidwell & Associates Ltd | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Toth Financial Advisory Corp | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |