Heartland Financial USAHTLF
13F holders, Q4 2024 (December 31)237holders +17
25new positions
15sold out
7famous investors
$61.31avg. 13F price*
At the end of Q4 2024, 237 institutions reported holding Heartland Financial USA Inc. (HTLF) in their 13F filings, up 17 from Q3 2024. 25 opened new positions and 15 sold out. The largest holders were BlackRock, Inc. ($225.1M), Vanguard Group Inc. ($193.4M) and Earnest Partners LLC ($159.3M). 7 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Heartland Financial USA Inc.
- CUSIP
- 42234Q102
- Latest filing quarter
- Q1 2025
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $11.4M |
| Exits | 15 | $5.7M |
All 13F filers, Q3 2024 → Q4 2024: 3,110,491 shares bought and 2,428,983 shares sold, net +681,508 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 237 holders
| BlackRock, Inc. | 0.00% | Add +2.1% | 3,671,562 | $225.1M |
| Vanguard Group Inc. | 0.00% | Add +1.5% | 3,154,888 | $193.4M |
| Earnest Partners LLC | 0.71% | Add +0.1% | 2,597,882 | $159.3M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -1.3% | 2,485,919 | $152.4M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +10.0% | 1,601,683 | $98.2M |
| State Street Corp. | 0.00% | Add +7.9% | 1,333,036 | $81.7M |
| First Trust Capital Management L.P. | 5.53% | Add +3394.0% | 1,181,560 | $72.4M |
| Magnetar Financial LLC | 1.76% | Reduce -4.2% | 1,052,698 | $64.5M |
| HTLF Bank | 7.20% | Reduce -11.0% | 1,039,077 | $63.7M |
| Geode Capital Management, LLC | 0.00% | Reduce -0.3% | 1,020,612 | $62.6M |
| Westchester Capital Management, LLC | 3.68% | Add +72.7% | 1,006,891 | $61.7M |
| Norges Bank | 0.01% | No change | 866,680 | $53.1M |
| Alliancebernstein L.P. | 0.01% | Reduce -0.8% | 719,380 | $44.1M |
| AQR Arbitrage LLC | 1.58% | Reduce -3.9% | 610,427 | $37.4M |
| Balyasny Asset Management L.P. | 0.08% | Reduce -35.7% | 534,503 | $32.8M |
| Bank of America Corp. | 0.00% | Add +1.2% | 461,222 | $28.3M |
| Northern Trust Corp. | 0.00% | Add +6.2% | 419,883 | $25.7M |
| OMERS ADMINISTRATION Corp | 0.22% | Add +15.4% | 416,271 | $25.5M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -8.0% | 379,278 | $23.3M |
| American Century Companies Inc. | 0.01% | Reduce -17.0% | 345,313 | $21.2M |
| Stieven Capital Advisors, L.P. | 3.75% | Add +6.1% | 343,364 | $21.0M |
| New York State Common Retirement Fund | 0.03% | Reduce -0.3% | 327,297 | $20.1M |
| Squarepoint Ops LLC | 0.05% | Add +99.4% | 314,348 | $19.3M |
| Gardner Lewis Asset Management L P | 4.63% | Reduce -1.6% | 297,825 | $18.3M |
| FMR LLC | 0.00% | Reduce -40.8% | 297,420 | $18.2M |
| Morgan Stanley | 0.00% | Reduce -39.9% | 283,416 | $17.4M |
| Millennium Management | 0.02% | Reduce -60.9% | 280,976 | $17.2M |
| Citigroup Inc. | 0.02% | Add +7.9% | 266,804 | $16.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +17.4% | 257,076 | $15.8M |
| Chicago Capital Management, LLC | 32.22% | Add +6.3% | 224,902 | $13.8M |
| Wells Fargo & Company | 0.00% | Add +1.5% | 211,571 | $13.0M |
| Wellington Management Group LLP | 0.00% | No change | 208,100 | $12.8M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -0.1% | 207,792 | $12.7M |
| Susquehanna International Group, LLP | 0.02% | Add +512.0% | 206,765 | $12.7M |
| UBS Group AG | 0.00% | Add +28.2% | 203,320 | $12.5M |
| Bridgeway Capital Management, LLC | 0.28% | Reduce -11.1% | 201,579 | $12.4M |
| Bank of New York Mellon Corp | 0.00% | Reduce -27.9% | 193,896 | $11.9M |
| Prelude Capital Management, LLC | 0.93% | Reduce -6.6% | 180,721 | $11.1M |
| Deutsche Bank AG | 0.00% | Add +87.6% | 158,514 | $9.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.4% | 148,317 | $9.1M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -37.1% | 148,054 | $9.1M |
| Sei Investments Co. | 0.01% | Reduce -0.9% | 143,352 | $8.8M |
| Oddo BHF Asset Management Sas | 0.42% | Add +2449.5% | 136,091 | $8.3M |
| Slotnik Capital, LLC | 3.79% | Reduce -61.7% | 135,430 | $8.3M |
| Invesco Ltd. | 0.00% | Add +1.8% | 126,592 | $7.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -31.6% | 121,244 | $7.4M |
| Assenagon Asset Management S.A. | 0.01% | Reduce -43.7% | 113,200 | $6.9M |
| Empowered Funds, LLC | 0.10% | Add +5.0% | 112,479 | $6.9M |
| Yakira Capital Management, Inc. | 2.72% | No change | 111,489 | $6.8M |
| MIdWestOne Financial Group, Inc. | 0.88% | Reduce -2.3% | 102,046 | $6.3M |
| Janus Henderson Group PLC | 0.00% | Add +3.3% | 99,451 | $6.1M |
| Barclays PLC | 0.00% | Add +14.8% | 97,312 | $6.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -15.1% | 90,877 | $5.6M |
| ExodusPoint Capital Management, LP | 0.06% | Reduce -3.1% | 88,596 | $5.4M |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 0.90% | Add +55.8% | 85,587 | $5.2M |
| Swiss National Bank | 0.00% | Add +1.0% | 84,400 | $5.2M |
| Phocas Financial Corp. | 0.67% | Reduce -0.9% | 81,977 | $5.0M |
| LMR Partners LLP | 0.11% | Reduce -9.2% | 80,723 | $4.9M |
| Credit Industriel Et Commercial | 1.75% | — | 80,000 | $4.9M |
| Osaic Holdings, Inc. | 0.01% | Add +9.6% | 79,755 | $4.9M |
| AQR Capital Management | 0.01% | Add +2.6% | 76,467 | $4.7M |
| Abc Arbitrage SA | 0.65% | — | 73,497 | $4.5M |
| Rhumbline Advisers | 0.00% | Add +2.7% | 72,009 | $4.4M |
| Oppenheimer Asset Management Inc. | 0.05% | Add +1.6% | 63,497 | $3.9M |
| Canada Pension Plan Investment Board | 0.00% | No change | 57,200 | $3.5M |
| Versor Investments LP | 0.59% | Reduce -32.8% | 56,119 | $3.4M |
| Voloridge Investment Management, LLC | 0.01% | Reduce -32.4% | 54,966 | $3.4M |
| New York Life Investment Management LLC | 0.03% | Add +19.0% | 48,121 | $3.0M |
| Sagefield Capital LP | 0.32% | Add +14.4% | 47,742 | $2.9M |
| Legal & General Group Plc | 0.00% | Reduce -1.0% | 45,674 | $2.8M |
| Olympiad Research LP | 2.90% | No change | 45,329 | $2.8M |
| Petiole USA ltd | 1.69% | New | 43,859 | $2.7M |
| Wolverine Asset Management LLC | 0.19% | Add +0.7% | 41,342 | $2.5M |
| PrairieView Partners, LLC | 0.26% | No change | 40,551 | $2.5M |
| California State Teachers Retirement System | 0.00% | Reduce -1.1% | 40,059 | $2.5M |
| UMB Bank, n.a. | 0.04% | No change | 39,673 | $2.4M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Add +50.1% | 39,025 | $2.4M |
| T. Rowe Price Associates Inc. | 0.00% | Add +56.0% | 38,810 | $2.4M |
| Friday Financial | 1.64% | — | 38,749 | $2.4M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -19.6% | 37,745 | $2.3M |
| Jane Street Group, LLC | 0.00% | Reduce -35.2% | 36,685 | $2.2M |
| Old National Bancorp | 0.05% | Reduce -30.0% | 35,000 | $2.1M |
| CSS LLC | 0.40% | Reduce -26.0% | 34,715 | $2.1M |
| Raymond James Financial Inc. | 0.00% | — | 33,052 | $2.0M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +5.2% | 32,576 | $2.0M |
| Principal Financial Group Inc. | 0.00% | Add +13.1% | 32,428 | $2.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +30.7% | 31,035 | $1.9M |
| Creative Planning | 0.00% | Add +4.3% | 28,921 | $1.8M |
| Stifel Financial Corp. | 0.00% | Add +1.4% | 28,401 | $1.7M |
| Water Island Capital LLC | 0.22% | Add +33.8% | 27,940 | $1.7M |
| Trexquant Investment LP | 0.02% | Add +134.9% | 27,045 | $1.7M |
| Franklin Resources Inc. | 0.00% | New | 26,229 | $1.6M |
| MetLife Investment Management, LLC | 0.01% | Add +5.8% | 25,747 | $1.6M |
| Oppenheimer & Co. Inc. | 0.02% | No change | 25,115 | $1.5M |
| Two Sigma Investments, LP | 0.00% | Reduce -37.0% | 24,948 | $1.5M |
| Renaissance Technologies | 0.00% | New | 24,200 | $1.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.0% | 24,134 | $1.5M |
| HBK Investments L P | 0.03% | Add +42.9% | 23,558 | $1.4M |
| Fortress Wealth Management, Inc. | 0.69% | No change | 23,238 | $1.4M |
| Algert Global LLC | 0.03% | Add +31.4% | 22,679 | $1.4M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Add +4.8% | 22,000 | $1.3M |
| Intech Investment Management LLC | 0.01% | Add +184.8% | 21,398 | $1.3M |
| Corebridge Financial, Inc. | 0.01% | Reduce -7.0% | 21,084 | $1.3M |
| Cwm, LLC | 0.01% | Add +1049.3% | 19,872 | $1.2M |
| Accredited Investors Inc. | 0.07% | Add +1.9% | 19,860 | $1.2M |
| ProShare Advisors LLC | 0.00% | Add +32.8% | 18,243 | $1.1M |
| Mariner, LLC | 0.00% | Reduce -2.2% | 16,946 | $1.0M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -4.1% | 16,874 | $1.0M |
| IHT Wealth Management, LLC | 0.03% | New | 14,266 | $875K |
| Two Sigma Advisers, LP | 0.00% | Reduce -36.9% | 14,000 | $858K |
| LPL Financial LLC | 0.00% | Add +254.0% | 13,978 | $857K |
| Voya Investment Management LLC | 0.00% | Reduce -7.8% | 12,840 | $787K |
| EPIQ Capital Group, LLC | 0.20% | Add +0.4% | 12,820 | $786K |
| Atwood & Palmer Inc. | 0.05% | Reduce -10.4% | 12,639 | $775K |
| Arizona State Retirement System | 0.00% | Add +0.7% | 12,418 | $761K |
| Atria Investments, Inc | 0.01% | Reduce -4.1% | 12,361 | $758K |
| Marshall Wace, LLP | 0.00% | Add +5.1% | 12,300 | $754K |
| Captrust Financial Advisors | 0.00% | Reduce -16.8% | 12,121 | $743K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 12,016 | $737K |
| HRT Financial LP | 0.00% | New | 11,398 | $698K |
| Great Lakes Advisors, LLC | 0.01% | Reduce -0.0% | 11,245 | $689K |
| Guggenheim Capital LLC | 0.01% | Reduce -2.0% | 11,151 | $684K |
| Choreo, LLC | 0.01% | Reduce -4.8% | 10,955 | $672K |
| Virtu Financial LLC | 0.04% | Reduce -64.8% | 10,802 | $662K |
| Steele Capital Management, Inc. | 0.03% | Add +2.4% | 10,496 | $643K |
| Tudor Investment Corporation | 0.01% | No change | 10,000 | $613K |
| Dark Forest Capital Management LP | 0.08% | New | 9,287 | $569K |
| Financial Counselors Inc. | 0.01% | No change | 9,177 | $563K |
| Whelan Financial | 0.22% | Add +0.0% | 9,043 | $554K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | — | 9,042 | $554K |
| Congress Asset Management Co. | 0.00% | No change | 8,963 | $549K |
| KLP Kapitalforvaltning As | 0.00% | — | 8,900 | $546K |
| Connable Office Inc. | 0.06% | No change | 8,820 | $541K |
| Integrated Investment Consultants, LLC | 0.11% | Add +2.0% | 8,702 | $533K |
| Cambria Investment Management, L.P. | 0.03% | Reduce -3.6% | 8,397 | $515K |
| Oxford Asset Management LLP | 0.24% | Add +34.3% | 8,386 | $514K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 8,172 | $501K |
| US Bancorp \de | 0.00% | Reduce -23.5% | 8,060 | $494K |
| Equitable Holdings, Inc. | 0.00% | New | 7,840 | $481K |
| KLCM Advisors, Inc. | 0.05% | No change | 7,165 | $439K |
| N.E.W. Advisory Services LLC | 0.04% | Reduce -14.8% | 7,027 | $431K |
| Moors & Cabot, Inc. | 0.02% | Reduce -55.7% | 6,869 | $421K |
| Handelsbanken Fonder AB | 0.00% | Add +4.6% | 6,837 | $419K |
| First Community Trust NA | 0.30% | Reduce -6.9% | 6,782 | $416K |
| Avantax Planning Partners, Inc. | 0.01% | Add +29.6% | 6,739 | $413K |
| Verition Fund Management LLC | 0.00% | New | 6,073 | $372K |
| Royal Bank of Canada | 0.00% | Add +38.0% | 6,009 | $368K |
| Pictet Asset Management Holding SA | 0.00% | No change | 5,805 | $356K |
| Shell Asset Management Co. | 0.02% | Reduce -0.2% | 5,780 | $354K |
| PenderFund Capital Management Ltd. | 0.16% | Reduce -23.1% | 4,000 | $353K |
| BNP Paribas Financial Markets | 0.00% | Reduce -64.9% | 5,583 | $342K |
| Citadel Advisors | 0.00% | New | 5,400 | $331K |
| Victory Capital Management Inc. | 0.00% | Reduce -61.5% | 5,208 | $319K |
| HSBC Holdings PLC | 0.00% | Reduce -8.1% | 4,933 | $304K |
| Contravisory Investment Management, Inc. | 0.06% | New | 4,800 | $294K |
| First Affirmative Financial Network | 0.16% | Reduce -2.2% | 4,608 | $283K |
| Evergreen Capital Management LLC | 0.01% | No change | 4,560 | $280K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +5.5% | 4,436 | $272K |
| Continuum Advisory, LLC | 0.03% | New | 4,383 | $269K |
| Savant Capital, LLC | 0.00% | Add +1.9% | 4,291 | $263K |
| High Note Wealth, LLC | 0.07% | No change | 4,204 | $258K |
| Tanager Wealth Management LLP | 0.03% | New | 4,174 | $256K |
| State of Wisconsin Investment Board | 0.00% | New | 4,136 | $254K |
| HighTower Advisors, LLC | 0.00% | Add +2.5% | 4,090 | $251K |
| GAMCO Investors | 0.00% | New | 4,030 | $247K |
| Ameritas Advisory Services, LLC | 0.01% | No change | 4,012 | $246K |
| D. E. Shaw & Co. | 0.00% | Reduce -90.7% | 4,001 | $245K |
| Walleye Trading LLC | 0.00% | New | 4,000 | $245K |
| Cibc World Markets Corp. | 0.00% | New | 3,968 | $243K |
| Clearstead Advisors, LLC | 0.00% | Reduce -9.7% | 3,828 | $235K |
| XTX Topco Ltd | 0.02% | Reduce -67.1% | 3,794 | $233K |
| Vident Advisory, LLC | 0.00% | Add +1.1% | 3,719 | $228K |
| Kintayl Capital LP | 0.19% | — | 3,390 | $208K |
| EP Wealth Advisors, LLC | 0.00% | New | 3,362 | $206K |
| JNBA Financial Advisors | 0.02% | No change | 3,351 | $205K |
| Net Worth Advisory Group | 0.06% | New | 3,267 | $200K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +204.7% | 3,236 | $198K |
| USA Financial Formulas | 0.02% | Add +90.4% | 2,018 | $124K |
| Quadrant Capital Group LLC | 0.01% | No change | 1,529 | $94K |
| Amalgamated Bank | 0.00% | No change | 1,485 | $91K |
| Marquette Asset Management, LLC | 0.01% | No change | 1,479 | $91K |
| STRS Ohio | 0.00% | Reduce -65.8% | 1,400 | $86K |
| Hilltop National Bank | 0.02% | Reduce -8.0% | 1,353 | $83K |
| Sterling Capital Management LLC | 0.00% | Add +821.4% | 1,336 | $82K |
| Clarity Asset Management, Inc. | 0.05% | Reduce -15.1% | 1,164 | $71K |
| AdvisorNet Financial, Inc | 0.01% | No change | 1,101 | $67K |
| Longfellow Investment Management Co. LLC | 0.02% | New | 1,026 | $63K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -83.9% | 989 | $61K |
| Smartleaf Asset Management LLC | 0.01% | Add +77.8% | 928 | $57K |
| Signaturefd, LLC | 0.00% | Add +1.5% | 888 | $54K |
| Principal Securities, Inc. | 0.00% | Reduce -22.4% | 787 | $48K |
| Blue Trust, Inc. | 0.00% | Reduce -72.1% | 773 | $47K |
| Parallel Advisors, LLC | 0.00% | No change | 762 | $47K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -11.1% | 599 | $37K |
| McIlrath & Eck, LLC | 0.00% | No change | 532 | $33K |
| Caitong International Asset Management Co., Ltd | 0.03% | — | 525 | $32K |
| Arax Advisory Partners | 0.00% | No change | 427 | $26K |
| Winch Advisory Services, LLC | 0.01% | Add +0.5% | 423 | $26K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -66.3% | 417 | $26K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 371 | $23K |
| Rothschild Investment LLC | 0.00% | Add +4.5% | 350 | $21K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 270 | $17K |
| Larson Financial Group LLC | 0.00% | Reduce -41.0% | 255 | $16K |
| Comerica Bank | 0.00% | Reduce -0.4% | 237 | $15K |
| CENTRAL TRUST Co | 0.00% | No change | 228 | $14K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +16.0% | 217 | $13K |
| Danske Bank A/S | 0.00% | Reduce -85.7% | 200 | $12K |
| MAI Capital Management | 0.00% | New | 181 | $11K |
| Huntington National Bank | 0.00% | No change | 143 | $9K |
| AlphaQuest LLC | 0.00% | Add +976.9% | 140 | $9K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 103 | $6K |
| GAMMA Investing LLC | 0.00% | Add +60.0% | 88 | $5K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.3% | 78 | $5K |
| Lindbrook Capital, LLC | 0.00% | Reduce -15.6% | 65 | $4K |
| GeoWealth Management, LLC | 0.00% | No change | 53 | $3K |
| Carolinas Wealth Consulting LLC | 0.00% | Reduce -8.9% | 51 | $3K |
| Private Wealth Management Group, LLC | 0.00% | No change | 45 | $3K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -10.0% | 45 | $3K |
| Spire Wealth Management | 0.00% | No change | 40 | $2K |
| Versant Capital Management, Inc | 0.00% | Add +153.8% | 33 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 33 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -27.9% | 31 | $2K |
| Bokf, NA | 0.00% | New | 31 | $2K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 21 | $1K |
| JFS Wealth Advisors, LLC | 0.00% | Add +22.2% | 22 | $1K |
| Hemington Wealth Management | 0.00% | Add +18.5% | 32 | $1K |
| Russell Investments Group, Ltd. | 0.00% | New | 15 | $920 |
| Hexagon Capital Partners LLC | 0.00% | New | 14 | $858 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -20.0% | 8 | $491 |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 8 | $490 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 6 | $368 |
| Allworth Financial LP | 0.00% | No change | 4 | $265 |
| Global Financial Private Client, LLC | 0.00% | New | 2 | $123 |
| Parkworth Wealth Management, Inc. | 0.00% | — | 1 | $61 |
| IFP Advisors, Inc | 0.00% | New | 1 | $61 |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 4 | $0 |
| Covestor Ltd | 0.00% | No change | 3 | $0 |
"% of holder's portfolio" is HTLF's weight in each manager's 13F, not the share of Heartland Financial USA Inc. the manager owns.