Heartland Financial USA Inc
HTLFDelisted- Industry
- State Commercial Banks
- SEC CIK
- 0000920112
Heartland Financial USA Inc was delisted in 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, Q4 2024
Institutional positions in Heartland Financial USA Inc as of Dec 31, 2024. 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
HTLF is no longer listed, so this page shows Q4 2024. 13F filings for later quarters list far fewer holders.
- Institutional holders
- 237
- +19 vs. Q3 2024
- Shares held
- 34.1M
- +753.5K (+2.3%) vs. Q3 2024
- Total value
- $2.09B
- +$199.9M (+10.6%) vs. Q3 2024
- New holders
- 34
- 81 more added
- Sold out
- 15
- 79 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: 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 | $1.89B |
| Q2 2024 | 217 | $1.43B |
| Q1 2024 | 208 | $1.14B |
| Q4 2023 | 217 | $1.17B |
| Q3 2023 | 192 | $888.3M |
| Q2 2023 | 179 | $830.3M |
| Q1 2023 | 193 | $1.17B |
| Q4 2022 | 179 | $1.29B |
| Q3 2022 | 182 | $1.19B |
| Q2 2022 | 181 | $1.12B |
| Q1 2022 | 190 | $1.28B |
| Q4 2021 | 186 | $1.32B |
| Q3 2021 | 179 | $1.23B |
| Q2 2021 | 173 | $1.20B |
| Q1 2021 | 175 | $1.24B |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding Heartland Financial USA Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 3 | $0 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1 | $61 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 1 | $61 | 0.00% | +1 | New |
| Global Financial Private Client, LLC | 2 | $123 | 0.00% | +2 | New |
| Allworth Financial LP | 4 | $265 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $368 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 8 | $490 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 8 | $491 | 0.00% | −2−20.0% | Reduced |
| Hexagon Capital Partners LLC | 14 | $858 | 0.00% | +14 | New |
| Russell Investments Group, Ltd. | 15 | $920 | 0.00% | +15 | New |
| Hemington Wealth Management | 32 | $1.00K | 0.00% | +5+18.5% | Added |
| JFS Wealth Advisors, LLC | 22 | $1.35K | 0.00% | +4+22.2% | Added |
| Proequities, Inc. | 21 | $1.40K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 31 | $1.87K | 0.00% | +31 | New |
| EverSource Wealth Advisors, LLC | 31 | $1.90K | 0.00% | −12−27.9% | Reduced |
| Massmutual Trust Co FSB | 33 | $2.02K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 33 | $2.02K | 0.00% | +20+153.8% | Added |
| Spire Wealth Management | 40 | $2.45K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 45 | $2.76K | 0.00% | −5−10.0% | Reduced |
| Private Wealth Management Group, LLC | 45 | $2.76K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 51 | $3.13K | 0.00% | −5−8.9% | Reduced |
| GeoWealth Management, LLC | 53 | $3.25K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 65 | $3.98K | 0.00% | −12−15.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 78 | $4.77K | 0.00% | +1+1.3% | Added |
| GAMMA Investing LLC | 88 | $5.39K | 0.00% | +33+60.0% | Added |
| HHM Wealth Advisors, LLC | 103 | $6.32K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 140 | $8.58K | 0.00% | +127+976.9% | Added |
| Huntington National Bank | 143 | $8.77K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 181 | $11.1K | 0.00% | +181 | New |
| Danske Bank A/S | 200 | $12.3K | 0.00% | −1,200−85.7% | Reduced |
| Harbor Capital Advisors, Inc. | 217 | $13.0K | 0.00% | +30+16.0% | Added |
| Central Trust Co | 228 | $14.0K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 237 | $14.5K | 0.00% | −1−0.4% | Reduced |
| Larson Financial Group LLC | 255 | $15.6K | 0.00% | −177−41.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 270 | $16.7K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 350 | $21.5K | 0.00% | +15+4.5% | Added |
| Nisa Investment Advisors, LLC | 371 | $22.7K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 417 | $25.6K | 0.00% | −822−66.3% | Reduced |
| Winch Advisory Services, LLC | 423 | $25.9K | 0.01% | +2+0.5% | Added |
| SRS Capital Advisors, Inc. | 427 | $26.2K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 525 | $32.2K | 0.03% | +525 | New |
| McIlrath & Eck, LLC | 532 | $32.6K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 599 | $36.7K | 0.00% | −75−11.1% | Reduced |
| Parallel Advisors, LLC | 762 | $46.7K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 773 | $47.4K | 0.00% | −2,002−72.1% | Reduced |
| Principal Securities, Inc. | 787 | $48.2K | 0.00% | −227−22.4% | Reduced |
| Signaturefd, LLC | 888 | $54.4K | 0.00% | +13+1.5% | Added |
| Smartleaf Asset Management LLC | 928 | $56.9K | 0.01% | +406+77.8% | Added |
| Tower Research Capital LLC (TRC) | 989 | $60.6K | 0.00% | −5,152−83.9% | Reduced |
| Longfellow Investment Management Co LLC | 1,026 | $62.9K | 0.02% | +1,026 | New |
| AdvisorNet Financial, Inc | 1,101 | $67.5K | 0.01% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 1,164 | $71.4K | 0.05% | −207−15.1% | Reduced |
| Sterling Capital Management LLC | 1,336 | $81.9K | 0.00% | +1,191+821.4% | Added |
| Hilltop National Bank | 1,353 | $82.9K | 0.02% | −118−8.0% | Reduced |
| STRS Ohio | 1,400 | $85.8K | 0.00% | −2,700−65.9% | Reduced |
| Marquette Asset Management, LLC | 1,479 | $90.7K | 0.01% | 00.0% | Unchanged |
| Amalgamated Bank | 1,485 | $91.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,529 | $93.7K | 0.01% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 2,018 | $123.7K | 0.02% | +958+90.4% | Added |
| Steward Partners Investment Advisory, LLC | 3,236 | $198.4K | 0.00% | +2,174+204.7% | Added |
| Net Worth Advisory Group | 3,267 | $200.3K | 0.06% | +3,267 | New |
| JNBA Financial Advisors | 3,351 | $205.4K | 0.02% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 3,362 | $206.1K | 0.00% | +3,362 | New |
| Kintayl Capital LP | 3,390 | $207.8K | 0.19% | +3,390 | New |
| Vident Advisory, LLC | 3,719 | $228.0K | 0.00% | +41+1.1% | Added |
| XTX Topco Ltd | 3,794 | $232.6K | 0.02% | −7,747−67.1% | Reduced |
| Clearstead Advisors, LLC | 3,828 | $234.7K | 0.00% | −409−9.7% | Reduced |
| CIBC World Markets Corp | 3,968 | $243.3K | 0.00% | +3,968 | New |
| Walleye Trading LLC | 4,000 | $245.2K | 0.00% | +4,000 | New |
| D. E. Shaw & Co., Inc. | 4,001 | $245.3K | 0.00% | −38,989−90.7% | Reduced |
| Ameritas Advisory Services, LLC | 4,012 | $246.0K | 0.01% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 4,030 | $247.1K | 0.00% | +4,030 | New |
| HighTower Advisors, LLC | 4,090 | $250.7K | 0.00% | +99+2.5% | Added |
| State of Wisconsin Investment Board | 4,136 | $253.6K | 0.00% | +4,136 | New |
| Tanager Wealth Management LLP | 4,174 | $255.9K | 0.03% | +4,174 | New |
| High Note Wealth, LLC | 4,204 | $257.7K | 0.07% | 00.0% | Unchanged |
| Savant Capital, LLC | 4,291 | $263.1K | 0.00% | +81+1.9% | Added |
| Continuum Advisory, LLC | 4,383 | $268.7K | 0.03% | +4,383 | New |
| Ameritas Investment Partners, Inc. | 4,436 | $271.9K | 0.01% | +233+5.5% | Added |
| Evergreen Capital Management LLC | 4,560 | $279.6K | 0.01% | 00.0% | Unchanged |
| First Affirmative Financial Network | 4,608 | $282.5K | 0.16% | −103−2.2% | Reduced |
| Contravisory Investment Management, Inc. | 4,800 | $294.3K | 0.06% | +4,800 | New |
| HSBC Holdings PLC | 4,933 | $304.0K | 0.00% | −432−8.1% | Reduced |
| Victory Capital Management Inc | 5,208 | $319.3K | 0.00% | −8,329−61.5% | Reduced |
| Citadel Advisors LLC | 5,400 | $331.0K | 0.00% | +5,400 | New |
| BNP Paribas Arbitrage, SA | 5,583 | $342.3K | 0.00% | −10,307−64.9% | Reduced |
| PenderFund Capital Management Ltd. | 4,000 | $352.8K | 0.08% | −1,200−23.1% | Reduced |
| Shell Asset Management Co | 5,780 | $354.0K | 0.02% | −10−0.2% | Reduced |
| Pictet Asset Management Holding SA | 5,805 | $355.9K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 6,009 | $368.0K | 0.00% | +1,655+38.0% | Added |
| Verition Fund Management LLC | 6,073 | $372.3K | 0.00% | +6,073 | New |
| Avantax Planning Partners, Inc. | 6,739 | $413.1K | 0.01% | +1,537+29.5% | Added |
| First Community Trust NA | 6,782 | $415.8K | 0.30% | −500−6.9% | Reduced |
| Handelsbanken Fonder AB | 6,837 | $419.0K | 0.00% | +300+4.6% | Added |
| Moors & Cabot, Inc. | 6,869 | $421.1K | 0.02% | −8,635−55.7% | Reduced |
| N.E.W. Advisory Services LLC | 7,027 | $430.8K | 0.04% | −1,225−14.8% | Reduced |
| KLCM Advisors, Inc. | 7,165 | $439.3K | 0.05% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 7,840 | $480.6K | 0.00% | +7,840 | New |
| US Bancorp | 8,060 | $494.2K | 0.00% | −2,470−23.5% | Reduced |