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Get Institutions for : 
Heartland Financial USA Inc (HTLF)  
$44.47 0.74 (1.64%) as of 4:30 Wed 5/22


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 216    9
Total shares held : 
 30,503,370  
% of shares held : 
 82.69%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -1  
Amount of shares held : 
 733,727  
% of shares held change : 
   1.99%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $29.09  
Last Quarter's Ending Price : 
 $37.61  
Last Quarter's Average Price : 
 $31.60  
Change from last quarter's     
avg. price to the last closing  : 
12.87 (40.73%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
25
 742,564
 2.43%
 
Increased Positions :
67
 1,411,673
 4.63%
 
Unchanged Positions :
47
 2,018,428
 6.62%
 
Decreased Positions :
77
-1,072,370
-3.52%
 
Closed Positions :
16
-348,140
-1.14%
 
Guru Positions :
2
256
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   VANGUARD GROUP INC 1797 - 2024-03-31 3,244,151 $114,032,000 11,207
   DIMENSIONAL FUND ADVISORS INC 1147 - 2024-03-31 2,202,452 $77,416,000 158,907
   THRIVENT FINANCIAL FOR LUTHERANS 238 - 2024-03-31 1,580,737 $55,563,000 53,345
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 1057 - 2024-03-31 1,398,857 $49,170,000 919,930
   STATE STREET CORP 1792 - 2024-03-31 1,224,321 $43,035,000 46,416
   GEODE CAPITAL MANAGEMENT LLC 1635 - 2024-03-31 921,162 $32,384,000 15,500
   FMR LLC 1585 - 2024-03-31 629,189 $22,116,000 93,220
   AMERICAN CENTURY COMPANIES INC 949 - 2024-03-31 537,484 $18,893,000 77,827
   STIEVEN CAPITAL ADVISORS LP 13 - 2024-03-31 394,095 $13,852,000 329,095
   BANK OF AMERICA CORP /DE/ 2339 - 2024-03-31 338,399 $11,895,000 16,940
   BRIDGEWAY CAPITAL MANAGEMENT INC 168 - 2024-03-31 246,962 $8,681,000 9,615
   WELLS FARGO & CO/MN 1744 - 2024-03-31 207,083 $7,279,000 11,571
   FRANKLIN RESOURCES INC 1125 - 2024-03-31 200,682 $7,054,000 177,909
   Qube Research & Technologies Ltd 972 - 2024-03-31 166,513 $5,853,000 60,528
   SEI INVESTMENTS CO 1174 - 2024-03-31 153,572 $5,398,000 5,262
   HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 383 - 2024-03-31 153,130 $5,383,000 66,820
   SANDLER ONEILL ASSET MANAGEMENT LLC 32 - 2024-03-31 151,400 $5,322,000 106,400
   ENVESTNET ASSET MANAGEMENT INC 1992 - 2024-03-31 137,380 $4,829,000 2,921
   INVESCO LTD 2236 - 2024-03-31 127,985 $4,499,000 42,834
   Empowered Funds LLC 341 - 2024-03-31 127,262 $4,473,000 9,615
   VOLORIDGE INVESTMENT MANAGEMENT LLC 707 - 2024-03-31 110,147 $3,872,000 69,171
   PHOCAS FINANCIAL CORP 98 - 2023-12-31 91,960 $3,459,000 879
   AMERIPRISE FINANCIAL INC 2532 - 2024-03-31 95,896 $3,371,000 6,732
   DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 90 - 2024-03-31 75,830 $2,665,000 2,070
   JANE STREET GROUP LLC 2135 - 2024-03-31 62,744 $2,205,000 31,976
   RAFFERTY ASSET MANAGEMENT LLC 726 - 2024-03-31 47,755 $1,679,000 10,645
   CITIGROUP INC 1976 - 2024-03-31 43,308 $1,522,000 1,373
   LEGAL & GENERAL GROUP PLC 2069 - 2024-03-31 38,935 $1,369,000 448
   Atom Investors LP 195 - 2024-03-31 35,314 $1,241,000 24,119
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 1440 - 2024-03-31 31,827 $1,189,000 12,795
   BALYASNY ASSET MANAGEMENT LLC 1212 - 2024-03-31 29,642 $1,042,000 29,642
   Trexquant Investment LP 927 - 2024-03-31 27,182 $955,000 17,569
   Sippican Capital Adivsors 54 - 2024-03-31 25,748 $905,000 11,346
   QUANTBOT TECHNOLOGIES LLC 565 - 2024-03-31 24,940 $877,000 17,221
   PRINCIPAL FINANCIAL GROUP INC 1894 - 2024-03-31 23,256 $817,000 5,869
   RAYMOND JAMES & ASSOCIATES 2776 - 2024-03-31 20,913 $735,000 190
   CREATIVE PLANNING 1644 - 2024-03-31 18,591 $653,000 5,508
   Summit Global Investments - 2024-03-31 17,724 $623,000 4,975
   Engineers Gate Manager LP 1088 - 2024-03-31 17,627 $620,000 8,820
   Unison Advisors LLC 140 - 2024-03-31 16,509 $580,000 129
   EPIQ Capital Group LLC 34 - 2024-03-31 12,611 $443,000 112
   Americana Partners LLC 237 - 2024-03-31 12,554 $441,000 114
   WAYNE HUMMER ASSET MANAGEMENT CO 631 - 2024-03-31 11,099 $390,000 59
   NEW YORK LIFE INVESTMENT MANAGEMENT LLC 887 - 2024-03-31 10,673 $375,000 1,600
   VERITION FUND MANAGEGMENT LLC 1491 - 2024-03-31 10,170 $357,000 1,576
   CONNABLE OFFICE INC 176 - 2024-03-31 9,269 $326,000 83
   RSM US WEALTH MANAGEMENT LLC 512 - 2024-03-31 9,211 $324,000 728
   MARINER WEALTH ADVISORS, LLC 2482 - 2024-03-31 8,058 $283,000 270
   PROSHARE ADVISORS LLC 1501 - 2024-03-31 7,600 $267,000 598
   VIRGINIA RETIREMENT SYSTEMS ET AL 846 - 2023-09-30 8,300 $244,000 600
   Prossimo Advisors LLC 58 - 2024-03-31 6,476 $228,000 21
   SG AMERICAS SECURITIES LLC 1803 - 2024-03-31 4,757 $167,000 4,757
   MEEDER ASSET MANAGEMENT INC 329 - 2024-03-31 2,807 $99,000 2,454
   CWM LLC 2167 - 2024-03-31 1,672 $59,000 497
   QUADRANT CAPITAL GROUP LLC 1397 - 2024-03-31 1,449 $51,000 238
   Clarity Asset Management Inc. 84 - 2024-03-31 1,355 $48,000 12
   PRINCIPAL SECURITIES INC. 1708 - 2024-03-31 1,013 $36,000 315
   SIGNATUREFD, LLC 1821 - 2024-03-31 792 $28,000 42
   Parallel Advisors LLC 1811 - 2024-03-31 762 $27,000 475
   PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 1733 - 2024-03-31 752 $26,000 76
   Winch Advisory Services LLC 229 - 2024-03-31 416 $15,000 4
   COMERICA BANK 3174 - 2024-03-31 241 $8,000 38
   HUNTINGTON NATIONAL BANK 1444 - 2024-03-31 183 $6,000 40
   HANSON MCCLAIN, INC. 3329 - 2024-03-31 4 $0 4
   Steward Financial Group LLC 1558 - 2023-09-30 27 $0 27
  65 Records found
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