Heartland Financial USA Inc

HTLFDelisted Jan 31, 2025

Industry: State Commercial Banks
SEC CIK: 0000920112

SEC filings (opens in a new tab)

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 2023 vs. Q2 2023

How the institutions holding Heartland Financial USA Inc changed between Q2 2023 and Q3 2023.

All holders in Q3 2023 All holders in Q2 2023

13F holders of HTLF: Q2 2023 compared with Q3 2023
Measure	Q2 2023	Q3 2023	Change
Holders	179	192	+13
Shares	29.7M	30.2M	+465.3K (+1.6%)
Value	$830.3M	$888.3M	+$58.0M (+7.0%)

New holders (25)

Institutions that held Heartland Financial USA Inc at the end of Q3 2023 but not at the end of Q2 2023.

Institutions new to HTLF in Q3 2023
Institution	Shares	Value	% of portfolio
NFJ Investment Group, LLC	124,435	$3.66M	0.11%
Hotchkis & Wiley Capital Management LLC	89,310	$2.63M	0.01%
Empowered Funds, LLC	78,857	$2.32M	0.07%
Voloridge Investment Management, LLC	60,359	$1.78M	0.01%
EJF Capital LLC	44,141	$1.30M	0.57%
Wealth Enhancement Advisory Services, LLC	39,771	$1.17M	0.00%
Great Lakes Advisors, LLC	26,298	$774.0K	0.01%
Janney Montgomery Scott LLC	14,003	$412.0K	0.00%
KLCM Advisors, Inc.	13,900	$409.1K	0.08%
Captrust Financial Advisors	10,990	$323.4K	0.00%
Balyasny Asset Management LLC	8,760	$257.8K	0.00%
State of Wisconsin Investment Board	8,739	$257.2K	0.00%
Versor Investments LP	8,339	$245.4K	0.05%
SG Americas Securities, LLC	7,871	$232.0K	0.00%
PDT Partners, LLC	7,028	$206.8K	0.03%
Americana Partners, LLC	12,322	$177.2K	0.02%
Point72 Asset Management, L.P.	1,700	$50.0K	0.00%
NBC Securities, Inc.	700	$20.0K	0.00%
Simplex Trading, LLC	639	$18.0K	0.00%
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.	270	$7.95K	0.00%
Comerica Bank	240	$7.06K	0.00%
Central Trust Co	228	$6.71K	0.00%
Allworth Financial LP	40	$1.18K	0.00%
EverSource Wealth Advisors, LLC	35	$1.03K	0.00%
Steward Financial Group LLC	27	$0	0.00%

Sold out (12)

Institutions that held Heartland Financial USA Inc at the end of Q2 2023 and filed for Q3 2023 without it.

Institutions that sold out of HTLF in Q3 2023
Institution	Shares, Q2 2023	Value, Q2 2023
Walleye Capital LLC	44,177	$1.23M
Campbell & CO Investment Adviser LLC	29,698	$827.7K
Edgestream Partners, L.P.	13,623	$379.7K
Jane Street Group, LLC	11,958	$333.3K
Engineers Gate Manager LP	9,408	$262.2K
Connable Office Inc	9,257	$258.0K
V Wealth Advisors LLC	7,450	$207.6K
Graham Capital Management, L.P.	7,356	$205.0K
Quadrature Capital Ltd	7,356	$204.9K
Lazard Asset Management LLC	614	$17.0K
Quarry LP	573	$16.0K
Disciplined Investments, LLC	5	$139