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 |
|---|---|---|---|---|---|
| Healthcare of Ontario Pension Plan Trust Fund | 22,000 | $1.35M | 0.00% | +1,000+4.8% | Added |
| Intech Investment Management LLC | 21,398 | $1.31M | 0.01% | +13,884+184.8% | Added |
| Corebridge Financial, Inc. | 21,084 | $1.29M | 0.01% | −1,591−7.0% | Reduced |
| CWM, LLC | 19,872 | $1.22M | 0.01% | +18,143+1,049.3% | Added |
| Accredited Investors Inc. | 19,860 | $1.22M | 0.07% | +376+1.9% | Added |
| ProShare Advisors LLC | 18,243 | $1.12M | 0.00% | +4,503+32.8% | Added |
| Mariner, LLC | 16,946 | $1.04M | 0.00% | −383−2.2% | Reduced |
| Manufacturers Life Insurance Company, The | 16,874 | $1.03M | 0.00% | −721−4.1% | Reduced |
| Oxford Asset Management LLP | 16,772 | $1.03M | 0.46% | +4,280+34.3% | Added |
| IHT Wealth Management, LLC | 14,266 | $874.6K | 0.03% | +14,266 | New |
| Two Sigma Advisers, LP | 14,000 | $858.3K | 0.00% | −8,200−36.9% | Reduced |
| LPL Financial LLC | 13,978 | $856.9K | 0.00% | +10,029+254.0% | Added |
| Voya Investment Management LLC | 12,840 | $787.2K | 0.00% | −1,087−7.8% | Reduced |
| EPIQ Capital Group, LLC | 12,820 | $785.9K | 0.21% | +55+0.4% | Added |
| Atwood & Palmer Inc | 12,639 | $774.8K | 0.05% | −1,470−10.4% | Reduced |
| Arizona State Retirement System | 12,418 | $761.3K | 0.00% | +87+0.7% | Added |
| Atria Investments LLC | 12,361 | $757.8K | 0.01% | −533−4.1% | Reduced |
| Marshall Wace, LLP | 12,300 | $754.0K | 0.00% | +600+5.1% | Added |
| Captrust Financial Advisors | 12,121 | $743.1K | 0.00% | −2,455−16.8% | Reduced |
| State Board of Administration of Florida Retirement System | 12,016 | $736.6K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 11,398 | $698.0K | 0.00% | +11,398 | New |
| Great Lakes Advisors, LLC | 11,245 | $689.4K | 0.01% | −30.0% | Reduced |
| Guggenheim Capital LLC | 11,151 | $683.6K | 0.01% | −232−2.0% | Reduced |
| RSM US Wealth Management LLC | 10,955 | $671.7K | 0.01% | −551−4.8% | Reduced |
| Virtu Financial LLC | 10,802 | $662.0K | 0.04% | −19,933−64.9% | Reduced |
| Steele Capital Management, Inc. | 10,496 | $643.5K | 0.03% | +250+2.4% | Added |
| Tudor Investment Corp Et Al | 10,000 | $613.0K | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 9,287 | $569.3K | 0.08% | +9,287 | New |
| Financial Counselors Inc | 9,177 | $562.6K | 0.01% | 00.0% | Unchanged |
| Whelan Financial | 9,043 | $554.4K | 0.22% | +30.0% | Added |
| Police & Firemen's Retirement System of New Jersey | 9,042 | $554.3K | 0.01% | +9,042 | New |
| Congress Asset Management Co | 8,963 | $549.5K | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 8,900 | $545.6K | 0.00% | +8,900 | New |
| Connable Office Inc | 8,820 | $540.7K | 0.06% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 8,702 | $533.5K | 0.11% | +170+2.0% | Added |
| Cambria Investment Management, L.P. | 8,397 | $514.8K | 0.03% | −317−3.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,172 | $501.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 8,060 | $494.2K | 0.00% | −2,470−23.5% | Reduced |
| Equitable Holdings, Inc. | 7,840 | $480.6K | 0.00% | +7,840 | New |
| KLCM Advisors, Inc. | 7,165 | $439.3K | 0.05% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 7,027 | $430.8K | 0.04% | −1,225−14.8% | Reduced |
| Moors & Cabot, Inc. | 6,869 | $421.1K | 0.02% | −8,635−55.7% | Reduced |
| Handelsbanken Fonder AB | 6,837 | $419.0K | 0.00% | +300+4.6% | Added |
| First Community Trust NA | 6,782 | $415.8K | 0.30% | −500−6.9% | Reduced |
| Avantax Planning Partners, Inc. | 6,739 | $413.1K | 0.01% | +1,537+29.5% | Added |
| Verition Fund Management LLC | 6,073 | $372.3K | 0.00% | +6,073 | New |
| Royal Bank of Canada | 6,009 | $368.0K | 0.00% | +1,655+38.0% | Added |
| Pictet Asset Management Holding SA | 5,805 | $355.9K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 5,780 | $354.0K | 0.02% | −10−0.2% | Reduced |
| PenderFund Capital Management Ltd. | 4,000 | $352.8K | 0.08% | −1,200−23.1% | Reduced |
| BNP Paribas Arbitrage, SA | 5,583 | $342.3K | 0.00% | −10,307−64.9% | Reduced |
| Citadel Advisors LLC | 5,400 | $331.0K | 0.00% | +5,400 | New |
| Victory Capital Management Inc | 5,208 | $319.3K | 0.00% | −8,329−61.5% | Reduced |
| HSBC Holdings PLC | 4,933 | $304.0K | 0.00% | −432−8.1% | Reduced |
| Contravisory Investment Management, Inc. | 4,800 | $294.3K | 0.06% | +4,800 | New |
| First Affirmative Financial Network | 4,608 | $282.5K | 0.16% | −103−2.2% | Reduced |
| Evergreen Capital Management LLC | 4,560 | $279.6K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,436 | $271.9K | 0.01% | +233+5.5% | Added |
| Continuum Advisory, LLC | 4,383 | $268.7K | 0.03% | +4,383 | New |
| Savant Capital, LLC | 4,291 | $263.1K | 0.00% | +81+1.9% | Added |
| High Note Wealth, LLC | 4,204 | $257.7K | 0.07% | 00.0% | Unchanged |
| Tanager Wealth Management LLP | 4,174 | $255.9K | 0.03% | +4,174 | New |
| State of Wisconsin Investment Board | 4,136 | $253.6K | 0.00% | +4,136 | New |
| HighTower Advisors, LLC | 4,090 | $250.7K | 0.00% | +99+2.5% | Added |
| Gamco Investors, Inc. Et Al | 4,030 | $247.1K | 0.00% | +4,030 | New |
| Ameritas Advisory Services, LLC | 4,012 | $246.0K | 0.01% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 4,001 | $245.3K | 0.00% | −38,989−90.7% | Reduced |
| Walleye Trading LLC | 4,000 | $245.2K | 0.00% | +4,000 | New |
| CIBC World Markets Corp | 3,968 | $243.3K | 0.00% | +3,968 | New |
| Clearstead Advisors, LLC | 3,828 | $234.7K | 0.00% | −409−9.7% | Reduced |
| XTX Topco Ltd | 3,794 | $232.6K | 0.02% | −7,747−67.1% | Reduced |
| Vident Advisory, LLC | 3,719 | $228.0K | 0.00% | +41+1.1% | Added |
| Kintayl Capital LP | 3,390 | $207.8K | 0.19% | +3,390 | New |
| EP Wealth Advisors, LLC | 3,362 | $206.1K | 0.00% | +3,362 | New |
| JNBA Financial Advisors | 3,351 | $205.4K | 0.02% | 00.0% | Unchanged |
| Net Worth Advisory Group | 3,267 | $200.3K | 0.06% | +3,267 | New |
| Steward Partners Investment Advisory, LLC | 3,236 | $198.4K | 0.00% | +2,174+204.7% | Added |
| USA Financial Portformulas Corp | 2,018 | $123.7K | 0.02% | +958+90.4% | Added |
| Quadrant Capital Group LLC | 1,529 | $93.7K | 0.01% | 00.0% | Unchanged |
| Amalgamated Bank | 1,485 | $91.0K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 1,479 | $90.7K | 0.01% | 00.0% | Unchanged |
| STRS Ohio | 1,400 | $85.8K | 0.00% | −2,700−65.9% | Reduced |
| Hilltop National Bank | 1,353 | $82.9K | 0.02% | −118−8.0% | Reduced |
| Sterling Capital Management LLC | 1,336 | $81.9K | 0.00% | +1,191+821.4% | Added |
| Clarity Asset Management, Inc. | 1,164 | $71.4K | 0.05% | −207−15.1% | Reduced |
| AdvisorNet Financial, Inc | 1,101 | $67.5K | 0.01% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 1,026 | $62.9K | 0.02% | +1,026 | New |
| Tower Research Capital LLC (TRC) | 989 | $60.6K | 0.00% | −5,152−83.9% | Reduced |
| Smartleaf Asset Management LLC | 928 | $56.9K | 0.01% | +406+77.8% | Added |
| Signaturefd, LLC | 888 | $54.4K | 0.00% | +13+1.5% | Added |
| Principal Securities, Inc. | 787 | $48.2K | 0.00% | −227−22.4% | Reduced |
| Ronald Blue Trust, Inc. | 773 | $47.4K | 0.00% | −2,002−72.1% | Reduced |
| Parallel Advisors, LLC | 762 | $46.7K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 599 | $36.7K | 0.00% | −75−11.1% | Reduced |
| McIlrath & Eck, LLC | 532 | $32.6K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 525 | $32.2K | 0.03% | +525 | New |
| SRS Capital Advisors, Inc. | 427 | $26.2K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 423 | $25.9K | 0.01% | +2+0.5% | Added |
| The PNC Financial Services Group, Inc. | 417 | $25.6K | 0.00% | −822−66.3% | Reduced |
| Nisa Investment Advisors, LLC | 371 | $22.7K | 0.00% | 00.0% | Unchanged |