Heartland Financial USA (HTLF)

13F shares	Current	Prev Q	Change
Total value	1.78 tn	1.37 tn	+29.3%
Total shares	32.28 mm	32.08 mm	+0.6%
Total puts	7.90 k	1.60 k	+393.8%
Total calls	22.80 k	21.40 k	+6.5%
Total put/call ratio	0.3	0.1	+363.4%

Largest owners	Shares	Value	Change
BlackRock	3.60 mm	$203.91 bn	NEW
Vanguard	3.11 mm	$176.22 bn	+2.1%
Earnest Partners	2.59 mm	$147.07 bn	-2.4%
Dimensional Fund Advisors	2.52 mm	$142.83 bn	+5.6%
Charles Schwab Investment Management	1.46 mm	$82.58 bn	+3.8%
STT State Street	1.24 mm	$70.05 bn	-5.6%
HTLF Bank	1.17 mm	$66.18 bn	-15.0%
Magnetar Financial	1.10 mm	$62.28 bn	+4.7%
Geode Capital Management	1.02 mm	$58.04 bn	+4.9%
Balyasny Asset Management	831.61 k	$47.15 bn	+85.7%

Largest transactions	Shares	Bought/sold	Change
BlackRock	3.60 mm	+3.60 mm	NEW
BLK BlackRock	0.00	-3.41 mm	EXIT
Norges Bank	0.00	-592.23 k	EXIT
Westchester Capital Management	582.88 k	+421.00 k	+260.1%
Balyasny Asset Management	831.61 k	+383.67 k	+85.7%
OMERS ADMINISTRATION	360.57 k	+307.27 k	+576.5%
Gardner Lewis Asset Management L P	302.83 k	+302.83 k	NEW
First Trust Advisors	0.00	-218.56 k	EXIT
HTLF Bank	1.17 mm	-205.76 k	-15.0%
Assenagon Asset Management	201.13 k	+201.13 k	NEW

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

HTLF insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
11 Dec 24	Jay Kim	Common Stock	Gift	Dispose G	No	No	0	793	0.00	2,367
9 Dec 24	Hopkins Jennifer K	Common Stock	Sell	Dispose S	No	No	67.5596	5,811	392.59 k	6,963
2 Dec 24	Jay Kim	Common Stock	Gift	Dispose G	No	No	0	216	0.00	3,160
22 Nov 24	Mark E Frank	Common Stock	Sell	Dispose S	No	No	67.2382	432	29.05 k	1,060
15 Nov 24	Hopkins Jennifer K	Common Stock	Sell	Dispose S	No	No	66.5501	1,189	79.13 k	12,774

Data from 3, 4 and 5 filings. Values as filed, not updated for current price.

Press releases

From Benzinga Pro

UMB Financial Corporation Receives Regulatory Approval to Acquire Heartland Financial USA, Inc.

10 Jan 25

UMB will have approximately $66 billion in assets, elevating it to the top 4% of publicly traded U.S. banks UMB Financial Corporation (NASDAQ:UMBF) and Heartland Financial USA, Inc. (NASDAQ:HTLF) are pleased to share

Heartland Financial USA, Inc. ("HTLF") Announces Common Stock Dividend

2 Jan 25

DENVER, Jan. 02, 2025 (GLOBE NEWSWIRE) -- Heartland Financial USA, Inc. (NASDAQ:HTLF), operating under the brand name HTLF, announced its Board of Directors approved a quarterly cash dividend on common stock of $0.30