Heartland Financial USA (HTLF)

13F shares	Current	Prev Q	Change
Total value	2.03 tn	1.78 tn	+14.4%
Total shares	34.00 mm	32.32 mm	+5.2%
Total puts	4.30 k	7.90 k	-45.6%
Total calls	5.30 k	22.80 k	-76.8%
Total put/call ratio	0.8	0.3	+134.2%

Largest owners	Shares	Value	Change
BlackRock	3.67 mm	$225.09 bn	+2.1%
Vanguard	3.15 mm	$193.41 bn	+1.5%
Earnest Partners	2.60 mm	$159.26 bn	+0.2%
Dimensional Fund Advisors	2.49 mm	$152.40 bn	-1.3%
Charles Schwab Investment Management	1.60 mm	$98.19 bn	+10.0%
STT State Street	1.33 mm	$81.72 bn	+7.9%
Vivaldi Asset Management	1.18 mm	$72.44 bn	+3394.0%
Magnetar Financial	1.05 mm	$64.54 bn	-4.2%
HTLF Bank	1.04 mm	$63.70 bn	-11.0%
Geode Capital Management	1.02 mm	$62.58 bn	-0.3%

Largest transactions	Shares	Bought/sold	Change
Vivaldi Asset Management	1.18 mm	+1.15 mm	+3394.0%
Norges Bank	866.68 k	+866.68 k	NEW
Millennium Management	280.98 k	-437.05 k	-60.9%
Westchester Capital Management	1.01 mm	+424.01 k	+72.7%
Balyasny Asset Management	534.50 k	-297.11 k	-35.7%
Slotnik Capital	135.43 k	-218.10 k	-61.7%
FMR	297.42 k	-205.35 k	-40.8%
MS Morgan Stanley	283.42 k	-188.37 k	-39.9%
Susquehanna International	206.77 k	+172.98 k	+512.0%
Squarepoint Ops	314.35 k	+156.70 k	+99.4%

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	#Shares
31 Jan 25	Engel Robert B	Depositary shares	Sale back to company	Dispose D	No	No	11,000
31 Jan 25	Engel Robert B	Common Stock	Sale back to company	Dispose D	No	No	18,548.93
31 Jan 25	Engel Robert B	RSU Common Stock	Sale back to company	Dispose D	No	No	1,671
31 Jan 25	Murphy Susan G	Common Stock	Sale back to company	Dispose D	No	No	20,201
31 Jan 25	Murphy Susan G	RSU Common Stock	Sale back to company	Dispose D	No	No	3,149
31 Jan 25	Kathryn G Unger	Common Stock	Sale back to company	Dispose D	No	No	8,339
31 Jan 25	Kathryn G Unger	RSU Common Stock	Sale back to company	Dispose D	No	No	3,534
31 Jan 25	Christopher Hylen	Depository Shares	Sale back to company	Dispose D	No	No	3,500
31 Jan 25	Christopher Hylen	Common Stock	Sale back to company	Dispose D	No	No	6,554.83
31 Jan 25	Christopher Hylen	RSU Common Stock	Sale back to company	Dispose D	No	No	1,671

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

Press releases

From Benzinga Pro

UMB Financial Corporation Completes Acquisition of Heartland Financial USA, Inc.

31 Jan 25

UMB closes largest acquisition in 111-year history, increasing total assets by more than 30% UMB Financial Corporation (NASDAQ:UMBF) announced that it will close the acquisition of Heartland Financial USA, Inc.

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