Stock ownership · SEC 13F · Q4 2024

HEARTLAND FINL USA INC

A breakdown of HEARTLAND FINL USA INC's institutional base (CUSIP 42234Q102): the holders, the concentration among them, and what changed last quarter.

$4.9M
Reported value
2
Institutions
100%
Top-5 share

The verdict

$4.9M of HEARTLAND FINL USA INC is reported by 2 institutions as of Q4 2024; ownership is held overwhelmingly by a small core of institutions.

2
institutions hold it
$4.9M
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q4 2024; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 42234Q102 · Q4 2024 $5M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-LIGHT · BOOK-SHORT

  • VALUE-TRACE $4.9M
  • HOLDERS-FOCUS 2 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-LIGHT 2 new
  • BOOK-SHORT 1Q history

Read with: Ownership concentration guide - HEARTLAND FINL USA INC's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Top Institutional Holders

# Institution Shares Value Share of reported
1 CREDIT INDUSTRIEL ET COMMERCIAL 80,000 $4.9M 99.9%
2 CAROLINAS WEALTH CONSULTING LLC 51 $3K 0.1%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among HEARTLAND FINL USA INC's reported holders for Q4 2024, by reported value:

Shared-defined discretion (DFND)
99.9%
Sole discretion (SOLE)
0.1%

Latest Quarter Activity · Q4 2024

New positions (2)

CREDIT INDUSTRIEL ET COMMERCIAL $4.9M
CAROLINAS WEALTH CONSULTING LLC $3K

Frequently Asked Questions

How many institutions hold HEARTLAND FINL USA INC?▼
HEARTLAND FINL USA INC is held by 2 institutional investors per the latest SEC Form 13F filings as of Q4 2024.
What is the total institutional value of HEARTLAND FINL USA INC?▼
Institutions report $4.9M of HEARTLAND FINL USA INC as of Q4 2024.
How concentrated is ownership of HEARTLAND FINL USA INC?▼
The top five institutional holders account for 100% of the reported institutional value in HEARTLAND FINL USA INC, making ownership held overwhelmingly by a small core of institutions.
Who is the largest institutional holder of HEARTLAND FINL USA INC?▼
CREDIT INDUSTRIEL ET COMMERCIAL is the largest reported holder of HEARTLAND FINL USA INC with $4.9M across 80,000 shares as of Q4 2024.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2024 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.