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.
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 | $1.88B |
| Q2 2024 | 217 | $1.42B |
| Q1 2024 | 208 | $1.10B |
| Q4 2023 | 217 | $1.15B |
| Q3 2023 | 192 | $888.3M |
| Q2 2023 | 179 | $830.3M |
| Q1 2023 | 193 | $1.14B |
| Q4 2022 | 179 | $1.29B |
| Q3 2022 | 182 | $1.16B |
| Q2 2022 | 181 | $1.12B |
| Q1 2022 | 190 | $1.28B |
| Q4 2021 | 186 | $1.32B |
| Q3 2021 | 179 | $1.23B |
| Q2 2021 | 173 | $1.19B |
| 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 |
|---|---|---|---|---|---|
| Rothschild Investment LLC | 350 | $21.5K | 0.00% | +15+4.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 270 | $16.7K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 255 | $15.6K | 0.00% | −177−41.0% | Reduced |
| Comerica Bank | 237 | $14.5K | 0.00% | −1−0.4% | Reduced |
| Central Trust Co | 228 | $14.0K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 217 | $13.0K | 0.00% | +30+16.0% | Added |
| Danske Bank A/S | 200 | $12.3K | 0.00% | −1,200−85.7% | Reduced |
| MAI Capital Management | 181 | $11.1K | 0.00% | +181 | New |
| Huntington National Bank | 143 | $8.77K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 140 | $8.58K | 0.00% | +127+976.9% | Added |
| HHM Wealth Advisors, LLC | 103 | $6.32K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 88 | $5.39K | 0.00% | +33+60.0% | Added |
| Northwestern Mutual Wealth Management Co | 78 | $4.77K | 0.00% | +1+1.3% | Added |
| Lindbrook Capital, LLC | 65 | $3.98K | 0.00% | −12−15.6% | Reduced |
| GeoWealth Management, LLC | 53 | $3.25K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 51 | $3.13K | 0.00% | −5−8.9% | Reduced |
| 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 |
| Spire Wealth Management | 40 | $2.45K | 0.00% | 00.0% | Unchanged |
| 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 |
| EverSource Wealth Advisors, LLC | 31 | $1.90K | 0.00% | −12−27.9% | Reduced |
| Bokf, NA | 31 | $1.87K | 0.00% | +31 | New |
| Proequities, Inc. | 21 | $1.40K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 22 | $1.35K | 0.00% | +4+22.2% | Added |
| Hemington Wealth Management | 32 | $1.00K | 0.00% | +5+18.5% | Added |
| Russell Investments Group, Ltd. | 15 | $920 | 0.00% | +15 | New |
| Hexagon Capital Partners LLC | 14 | $858 | 0.00% | +14 | New |
| SJS Investment Consulting Inc. | 8 | $491 | 0.00% | −2−20.0% | Reduced |
| Bruce G. Allen Investments, LLC | 8 | $490 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $368 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 4 | $265 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 2 | $123 | 0.00% | +2 | New |
| IFP Advisors, Inc | 1 | $61 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 1 | $61 | 0.00% | +1 | New |
| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Diametric Capital, LP | 0 | $0 | 0.00% | −18,000−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −13,936−100.0% | Sold out |
| Laffer Tengler Investments | 0 | $0 | 0.00% | −12,996−100.0% | Sold out |
| Americana Partners, LLC | 0 | $0 | 0.00% | −12,710−100.0% | Sold out |
| Stockman Wealth Management, Inc. | 0 | $0 | 0.00% | −12,248−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −8,294−100.0% | Sold out |
| AlphaMark Advisors, LLC | 0 | $0 | 0.00% | −6,352−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −5,539−100.0% | Sold out |
| Great West Life Assurance Co | 0 | $0 | 0.00% | −5,332−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −2,400−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −2,202−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −140−100.0% | Sold out |
| Sachetta, LLC | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Claris Advisors, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |