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
- +930.8K (+2.8%) vs. Q3 2024
- Total value
- $2.09B
- +$209.9M (+11.2%) 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 |
|---|---|---|---|---|---|
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,172 | $501.0K | 0.00% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 8,397 | $514.8K | 0.03% | −317−3.6% | Reduced |
| Integrated Investment Consultants, LLC | 8,702 | $533.5K | 0.11% | +170+2.0% | Added |
| Connable Office Inc | 8,820 | $540.7K | 0.06% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 8,900 | $545.6K | 0.00% | +8,900 | New |
| Congress Asset Management Co | 8,963 | $549.5K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 9,042 | $554.3K | 0.01% | +9,042 | New |
| Whelan Financial | 9,043 | $554.4K | 0.22% | +30.0% | Added |
| Financial Counselors Inc | 9,177 | $562.6K | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 9,287 | $569.3K | 0.08% | +9,287 | New |
| Tudor Investment Corp Et Al | 10,000 | $613.0K | 0.01% | 00.0% | Unchanged |
| Steele Capital Management, Inc. | 10,496 | $643.5K | 0.03% | +250+2.4% | Added |
| Virtu Financial LLC | 10,802 | $662.0K | 0.04% | −19,933−64.9% | Reduced |
| RSM US Wealth Management LLC | 10,955 | $671.7K | 0.01% | −551−4.8% | Reduced |
| Guggenheim Capital LLC | 11,151 | $683.6K | 0.01% | −232−2.0% | Reduced |
| Great Lakes Advisors, LLC | 11,245 | $689.4K | 0.01% | −30.0% | Reduced |
| HRT Financial LP | 11,398 | $698.0K | 0.00% | +11,398 | New |
| State Board of Administration of Florida Retirement System | 12,016 | $736.6K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 12,121 | $743.1K | 0.00% | −2,455−16.8% | Reduced |
| Marshall Wace, LLP | 12,300 | $754.0K | 0.00% | +600+5.1% | Added |
| Atria Investments LLC | 12,361 | $757.8K | 0.01% | −533−4.1% | Reduced |
| Arizona State Retirement System | 12,418 | $761.3K | 0.00% | +87+0.7% | Added |
| Atwood & Palmer Inc | 12,639 | $774.8K | 0.05% | −1,470−10.4% | Reduced |
| EPIQ Capital Group, LLC | 12,820 | $785.9K | 0.21% | +55+0.4% | Added |
| Voya Investment Management LLC | 12,840 | $787.2K | 0.00% | −1,087−7.8% | Reduced |
| LPL Financial LLC | 13,978 | $856.9K | 0.00% | +10,029+254.0% | Added |
| Two Sigma Advisers, LP | 14,000 | $858.3K | 0.00% | −8,200−36.9% | Reduced |
| IHT Wealth Management, LLC | 14,266 | $874.6K | 0.03% | +14,266 | New |
| Oxford Asset Management LLP | 16,772 | $1.03M | 0.46% | +4,280+34.3% | Added |
| Manufacturers Life Insurance Company, The | 16,874 | $1.03M | 0.00% | −721−4.1% | Reduced |
| Mariner, LLC | 16,946 | $1.04M | 0.00% | −383−2.2% | Reduced |
| ProShare Advisors LLC | 18,243 | $1.12M | 0.00% | +4,503+32.8% | Added |
| Accredited Investors Inc. | 19,860 | $1.22M | 0.07% | +376+1.9% | Added |
| CWM, LLC | 19,872 | $1.22M | 0.01% | +18,143+1,049.3% | Added |
| Corebridge Financial, Inc. | 21,084 | $1.29M | 0.01% | −1,591−7.0% | Reduced |
| Intech Investment Management LLC | 21,398 | $1.31M | 0.01% | +13,884+184.8% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 22,000 | $1.35M | 0.00% | +1,000+4.8% | Added |
| Algert Global LLC | 22,679 | $1.39M | 0.03% | +5,413+31.4% | Added |
| Fortress Wealth Management, Inc. | 23,238 | $1.42M | 0.69% | 00.0% | Unchanged |
| HBK Investments L P | 23,558 | $1.44M | 0.03% | +7,074+42.9% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 24,134 | $1.48M | 0.00% | +930+4.0% | Added |
| Renaissance Technologies LLC | 24,200 | $1.48M | 0.00% | +24,200 | New |
| Two Sigma Investments, LP | 24,948 | $1.53M | 0.00% | −14,652−37.0% | Reduced |
| Oppenheimer & Co Inc | 25,115 | $1.54M | 0.02% | 00.0% | Unchanged |
| MetLife Investment Management | 25,747 | $1.58M | 0.01% | +1,404+5.8% | Added |
| Franklin Resources Inc | 26,229 | $1.61M | 0.00% | +26,229 | New |
| Trexquant Investment LP | 27,045 | $1.66M | 0.02% | +15,532+134.9% | Added |
| Water Island Capital LLC | 27,940 | $1.71M | 0.21% | +7,061+33.8% | Added |
| Stifel Financial Corp | 28,401 | $1.74M | 0.00% | +402+1.4% | Added |
| Creative Planning | 28,921 | $1.77M | 0.00% | +1,178+4.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 31,035 | $1.92M | 0.01% | +7,291+30.7% | Added |
| Principal Financial Group Inc | 32,428 | $1.99M | 0.00% | +3,749+13.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 32,576 | $2.00M | 0.00% | +1,598+5.2% | Added |
| Raymond James Financial Inc | 33,052 | $2.03M | 0.00% | +33,052 | New |
| CSS LLC | 34,715 | $2.13M | 0.13% | −12,189−26.0% | Reduced |
| Old National Bancorp | 35,000 | $2.15M | 0.05% | −15,000−30.0% | Reduced |
| Jane Street Group, LLC | 36,685 | $2.25M | 0.00% | −19,940−35.2% | Reduced |
| Rafferty Asset Management, LLC | 37,745 | $2.31M | 0.01% | −9,180−19.6% | Reduced |
| Friday Financial | 38,749 | $2.38M | 1.64% | +38,749 | New |
| Price T Rowe Associates Inc | 38,810 | $2.38M | 0.00% | +13,940+56.1% | Added |
| Buckingham Strategic Partners | 39,025 | $2.39M | 0.04% | +13,020+50.1% | Added |
| Umb Bank N A | 39,673 | $2.43M | 0.04% | 00.0% | Unchanged |
| California State Teachers Retirement System | 40,059 | $2.46M | 0.00% | −426−1.1% | Reduced |
| PrairieView Partners, LLC | 40,551 | $2.48M | 0.26% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 41,342 | $2.53M | 0.05% | +300+0.7% | Added |
| Petiole USA ltd | 43,859 | $2.69M | 1.69% | +43,859 | New |
| Keebeck Alpha, LP | 45,329 | $2.78M | 2.90% | 00.0% | Unchanged |
| Legal & General Group Plc | 45,674 | $2.80M | 0.00% | −472−1.0% | Reduced |
| Sagefield Capital LP | 47,742 | $2.93M | 0.32% | +6,020+14.4% | Added |
| New York Life Investment Management LLC | 48,121 | $2.95M | 0.03% | +7,681+19.0% | Added |
| Voloridge Investment Management, LLC | 54,966 | $3.37M | 0.01% | −26,396−32.4% | Reduced |
| Versor Investments LP | 56,119 | $3.44M | 0.59% | −27,370−32.8% | Reduced |
| Canada Pension Plan Investment Board | 57,200 | $3.51M | 0.00% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 63,497 | $3.89M | 0.05% | +983+1.6% | Added |
| Rhumbline Advisers | 72,009 | $4.41M | 0.00% | +1,865+2.7% | Added |
| Abc Arbitrage SA | 73,497 | $4.51M | 0.65% | +73,497 | New |
| AQR Capital Management LLC | 76,467 | $4.69M | 0.01% | +1,911+2.6% | Added |
| Advisor Group Holdings, Inc. | 79,755 | $4.89M | 0.01% | +6,972+9.6% | Added |
| Credit Industriel Et Commercial | 80,000 | $4.90M | 1.29% | +80,000 | New |
| LMR Partners LLP | 80,723 | $4.95M | 0.09% | −8,133−9.2% | Reduced |
| Phocas Financial Corp. | 81,977 | $5.03M | 0.67% | −716−0.9% | Reduced |
| Swiss National Bank | 84,400 | $5.17M | 0.00% | +800+1.0% | Added |
| Gabelli & Co Investment Advisers, Inc. | 85,587 | $5.25M | 0.90% | +30,667+55.8% | Added |
| ExodusPoint Capital Management, LP | 88,596 | $5.43M | 0.06% | −2,877−3.1% | Reduced |
| UBS Asset Management Americas Inc | 90,877 | $5.57M | 0.00% | −16,169−15.1% | Reduced |
| Barclays PLC | 97,312 | $5.97M | 0.00% | +12,545+14.8% | Added |
| Janus Henderson Group PLC | 99,451 | $6.10M | 0.00% | +3,200+3.3% | Added |
| MidWestOne Financial Group, Inc. | 102,046 | $6.26M | 0.88% | −2,400−2.3% | Reduced |
| Yakira Capital Management, Inc. | 111,489 | $6.83M | 2.71% | 00.0% | Unchanged |
| Empowered Funds, LLC | 112,479 | $6.90M | 0.10% | +5,403+5.0% | Added |
| Assenagon Asset Management S.A. | 113,200 | $6.94M | 0.01% | −87,925−43.7% | Reduced |
| JPMorgan Chase & Co | 121,244 | $7.43M | 0.00% | −56,038−31.6% | Reduced |
| Invesco Ltd. | 126,592 | $7.76M | 0.00% | +2,290+1.8% | Added |
| Slotnik Capital, LLC | 135,430 | $8.30M | 3.79% | −218,104−61.7% | Reduced |
| Oddo BHF Asset Management SAS | 136,091 | $8.34M | 0.42% | +130,753+2,449.5% | Added |
| SEI Investments Co | 143,352 | $8.79M | 0.01% | −1,337−0.9% | Reduced |
| Thrivent Financial for Lutherans | 148,054 | $9.08M | 0.02% | −87,514−37.2% | Reduced |
| Envestnet Asset Management Inc | 148,317 | $9.09M | 0.00% | +4,891+3.4% | Added |
| Deutsche Bank AG | 158,514 | $9.72M | 0.00% | +74,008+87.6% | Added |
| Prelude Capital Management, LLC | 180,721 | $11.1M | 0.93% | −12,823−6.6% | Reduced |