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.
Q4 2023 vs. Q3 2023
How the institutions holding Heartland Financial USA Inc changed between Q3 2023 and Q4 2023.
All holders in Q4 2023All holders in Q3 2023
| Measure | Q3 2023 | Of which not filed for Q4 2023 | Q4 2023 | Change |
|---|---|---|---|---|
| Holders | 192 | 3 | 217 | +28 |
| Shares | 30.2M | 1.63M | 30.5M | +1.95M (+6.8%) |
| Value | $888.3M | $47.9M | $1.15B | +$307.2M (+36.5%) |
3 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (44)
Institutions that held Heartland Financial USA Inc at the end of Q4 2023 but not at the end of Q3 2023.
Sold out (16)
Institutions that held Heartland Financial USA Inc at the end of Q3 2023 and filed for Q4 2023 without it.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| Gsa Capital Partners LLP | 96,661 | $2.85M |
| Tudor Investment Corp Et Al | 70,778 | $2.08M |
| Healthcare of Ontario Pension Plan Trust Fund | 61,100 | $1.80M |
| Squarepoint Ops LLC | 42,599 | $1.25M |
| Bailard, Inc. | 23,465 | $690.6K |
| Jacobs Levy Equity Management, Inc | 16,713 | $491.9K |
| Janney Montgomery Scott LLC | 14,003 | $412.0K |
| Balyasny Asset Management LLC | 8,760 | $257.8K |
| SG Americas Securities, LLC | 7,871 | $232.0K |
| New York State Teachers Retirement System | 3,755 | $111.0K |
| IMA Wealth, Inc. | 1,962 | $57.7K |
| SRS Capital Advisors, Inc. | 247 | $7.27K |
| Gladius Capital Management LP | 139 | $4.09K |
| Allworth Financial LP | 40 | $1.18K |
| EverSource Wealth Advisors, LLC | 35 | $1.03K |
| Baker Avenue Asset Management, LP | 12 | $353 |
Not filed for Q4 2023 yet (3)
Institutions that held Heartland Financial USA Inc at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| Mark Stevens | 1,619,694 | $47.7M |
| Virginia Retirement Systems Et Al | 8,300 | $244.3K |
| Steward Financial Group LLC | 27 | $0 |