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Heartland Express Inc (HTLD)

CUSIP: 422347104 | NYSE | Industrials · Trucking | Small Cap | 767 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AJanssen Angela K
with Durr Julie J, Ann S. Gerdin Revocable Trust, Gerdin Ann S
21,911,57428.3%New 5%+ stakeJun 30, 2026No 13F filer matched
13G/AJanssen Angela K21,911,574
28.3% of class · Jun 30, 2026New 5%+ stake
with Durr Julie J, Ann S. Gerdin Revocable Trust, Gerdin Ann S
No 13F filer matched

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP4,156,817
0.0% of portfolio›$48.3M
Lesa Sroufe & Co237,475
6.7% of portfolio›$2.8M
Principal Financial Group Inc217,713
0.0% of portfolio›$2.5M
Pullen Investment Management, LLC163,250
0.9% of portfolio›$1.9M
Exchange Traded Concepts, LLC160,496
0.0% of portfolio›$1.9M
Tweedy, Browne Co LLC160,496
0.2% of portfolio›$1.9M
Strs Ohio74,900
0.0% of portfolio›$869.6K
Creative Planning71,773
0.0% of portfolio›$833.3K
Inspire Investing, LLC61,685
0.0% of portfolio›$716.2K
Penn Capital Management Company, LLC58,282
0.0% of portfolio›$676.7K
Citigroup Inc55,888
0.0% of portfolio›$648.9K
New York State Teachers Retirement System44,113
0.0% of portfolio›$512.0K
Enhancing Capital LLC33,950
0.3% of portfolio›$394.2K
Neville Rodie & Shaw Inc31,696
0.0% of portfolio›$368
Virginia Retirement Systems ET Al23,150
0.0% of portfolio›$268.8K
Louisiana State Employees Retirement System19,400
0.0% of portfolio›$225.2K
LexAurum Advisors, LLC19,000
0.0% of portfolio›$220.6K
Autumn Glory Partners, LLC17,660
0.1% of portfolio›$205.0K
Farmers & Merchants Investments Inc16,194
0.0% of portfolio›$188.0K
Wealth Enhancement Advisory Services, LLC15,783
0.0% of portfolio›$179.1K
Arizona State Retirement System12,008
0.0% of portfolio›$139.4K
Yousif Capital Management, LLC11,781
0.0% of portfolio›$136.8K
Amalgamated Bank11,645
0.0% of portfolio›$135.0K
Nisa Investment Advisors, LLC11,429
0.0% of portfolio›$132.9K
State of Alaska, Department of Revenue11,072
0.0% of portfolio›$127
Commonwealth of Pennsylvania Public School Empls Retrmt SYS10,750
0.0% of portfolio›$124.8K
Oregon Public Employees Retirement Fund10,226
0.0% of portfolio›$118.7K
State of Wyoming9,035
0.0% of portfolio›$104.9K
Gamma Investing LLC6,382
0.0% of portfolio›$74.1K
Fortitude Family Office, LLC3,303
0.0% of portfolio›$38.3K
Versant Capital Management, Inc2,449
0.0% of portfolio›$28.4K
Salomon & Ludwin, LLC2,277
0.0% of portfolio›$26.4K
Farther Finance Advisors, LLC1,854
0.0% of portfolio›$21.5K
Parallel Advisors, LLC1,527
0.0% of portfolio›$17.7K
Signaturefd, LLC1,366
0.0% of portfolio›$15.9K
Pinnacle Wealth Planning Services, Inc.1,300
0.0% of portfolio›$15.1K
EverSource Wealth Advisors, LLC1,123
0.0% of portfolio›$13.0K
Summit Securities Group LLC921
0.0% of portfolio›$10.7K
MassMutual Private Wealth & Trust, FSB799
0.0% of portfolio›$9.3K
Sterling Capital Management LLC766
0.0% of portfolio›$8.9K
Essential Partners LLC505
0.0% of portfolio›$5.9K
City State Bank500
0.0% of portfolio›$5.8K
SJS Investment Consulting Inc.347
0.0% of portfolio›$4.0K
Bare Financial Services, Inc314
0.0% of portfolio›$3.6K
Country Trust Bank100
0.0% of portfolio›$1.2K
Ascentis Wealth Management, LLC91
0.0% of portfolio›$1.1K
Clark Wealth Partners66
0.0% of portfolio›$768
IFP Advisors, Inc57
0.0% of portfolio›$662
UMB Private Wealth Management, LLC41
0.0% of portfolio›$476
Gilpin Wealth Management, LLC33
0.0% of portfolio›$384
Root Financial Partners, LLC33
0.0% of portfolio›$383
Valley National Advisers Inc26
0.0% of portfolio›$302
Hughes Financial Services, LLC26
0.0% of portfolio›$270
True Wealth Design, LLC24
0.0% of portfolio›$279
Provenance Wealth Advisors, LLC17
0.0% of portfolio›$197
TD Private Client Wealth LLC17
0.0% of portfolio›$197
First Horizon Corp16
0.0% of portfolio›$186
Covestor Ltd16
0.0% of portfolio›$0
CoreCap Advisors, LLC10
0.0% of portfolio›$116
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
4,156,817$48.3M0.0%IndexLowAustin, TX2026-11-04
Lesa Sroufe & Co
237,475$2.8M6.7%Deep ValueLowSeattle, WA2026-10-29
Principal Financial Group Inc
217,713$2.5M0.0%CoreLowDes Moines, IA2026-11-02
Pullen Investment Management, LLC
163,250$1.9M0.9%Deep ValueMediumBradenton, FL2026-10-23
Exchange Traded Concepts, LLC
160,496$1.9M0.0%GrowthMediumOklahoma City, OK2026-10-28
Tweedy, Browne Co LLC
160,496$1.9M0.2%Deep ValueLowStamford, CT2026-11-04
Strs Ohio
74,900$869.6K0.0%CoreMediumColumbus, OH2026-10-30
Creative Planning
71,773$833.3K0.0%IndexVery LowOverland Park, KS2026-11-02
Inspire Investing, LLC
61,685$716.2K0.0%GARPHighMeridian, ID2026-10-22
Penn Capital Management Company, LLC
58,282$676.7K0.0%ValueHighPhiladelphia, PA2026-11-04
Citigroup Inc
55,888$648.9K0.0%CoreMediumNew York, NY2026-11-04
New York State Teachers Retirement System
44,113$512.0K0.0%CoreVery LowAlbany, NY2026-10-22
Enhancing Capital LLC
33,950$394.2K0.3%CoreVery LowHarrisburg, PA2026-10-26
Neville Rodie & Shaw Inc
31,696$3680.0%GrowthLowNew York, NY2026-10-05
Virginia Retirement Systems ET Al
23,150$268.8K0.0%CoreMediumRichmond, VA2026-10-28
Louisiana State Employees Retirement System
19,400$225.2K0.0%IndexLowBaton Rouge, LA2026-10-20
LexAurum Advisors, LLC
19,000$220.6K0.0%ETFLowOverland Park, KS2026-10-19
Autumn Glory Partners, LLC
17,660$205.0K0.1%CoreMediumDallas, TX2026-10-26
Farmers & Merchants Investments Inc
16,194$188.0K0.0%CoreVery LowLincoln, NE2026-10-22
Wealth Enhancement Advisory Services, LLC
15,783$179.1K0.0%CoreLowPlymouth, MN2026-10-13
Arizona State Retirement System
12,008$139.4K0.0%IndexVery LowPhoenix, AZ2026-11-03
Yousif Capital Management, LLC
11,781$136.8K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Amalgamated Bank
11,645$135.0K0.0%CoreVery LowNew York, NY2026-10-23
Nisa Investment Advisors, LLC
11,429$132.9K0.0%IndexVery LowSt. Louis, MO2026-10-20
State of Alaska, Department of Revenue
11,072$1270.0%CoreVery LowJuneau, AK2026-10-15
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
10,750$124.8K0.0%CoreLowHarrisburg, PA2026-11-03
Oregon Public Employees Retirement Fund
10,226$118.7K0.0%IndexVery LowTigard, OR2026-10-30
State of Wyoming
9,035$104.9K0.0%ValueHighCheyenne, WY2026-10-28
Gamma Investing LLC
6,382$74.1K0.0%IndexVery LowFoster City, CA2026-10-08
Fortitude Family Office, LLC
3,303$38.3K0.0%ETFMediumScottsdale, AZ2026-10-14
Versant Capital Management, Inc
2,449$28.4K0.0%GARPLowPhoenix, AZ2026-10-02
Salomon & Ludwin, LLC
2,277$26.4K0.0%ETFVery LowRichmond, VA2026-10-29
Farther Finance Advisors, LLC
1,854$21.5K0.0%IndexLowSan Francisco, CA2026-10-08
Parallel Advisors, LLC
1,527$17.7K0.0%IndexLowSan Francisco, CA2026-11-03
Signaturefd, LLC
1,366$15.9K0.0%IndexLowAtlanta, GA2026-10-23
Pinnacle Wealth Planning Services, Inc.
1,300$15.1K0.0%GARPLowMansfield, OH2026-10-27
EverSource Wealth Advisors, LLC
1,123$13.0K0.0%CoreMediumBirmingham, AL2026-11-04
Summit Securities Group LLC
921$10.7K0.0%CoreVery HighNew York, NY2026-11-05
MassMutual Private Wealth & Trust, FSB
799$9.3K0.0%CoreLowSpringfield, MA2026-10-05
Sterling Capital Management LLC
766$8.9K0.0%GARPMediumCharlotte, NC2026-10-22
Essential Partners LLC
505$5.9K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
City State Bank
500$5.8K0.0%GrowthVery LowNorwalk, IA2026-10-20
SJS Investment Consulting Inc.
347$4.0K0.0%ETFVery LowSylvania, OH2026-10-26
Bare Financial Services, Inc
314$3.6K0.0%ETFVery LowGap, PA2026-11-04
Country Trust Bank
100$1.2K0.0%GrowthLowBloomington, IL2026-10-30
Ascentis Wealth Management, LLC
91$1.1K0.0%Agg GrowthLowDallas, TX2026-11-03
Clark Wealth Partners
66$7680.0%ETFVery LowO'Fallon, IL2026-10-19
IFP Advisors, Inc
57$6620.0%GrowthLowTampa, FL2026-10-16
UMB Private Wealth Management, LLC
41$4760.0%GrowthN/AKansas City, MO2026-10-19
Gilpin Wealth Management, LLC
33$3840.0%GrowthLowDenver, CO2026-10-09
Root Financial Partners, LLC
33$3830.0%ETFMediumEncinitas, CA2026-10-21
Valley National Advisers Inc
26$3020.0%ETFLowBethlehem, PA2026-10-23
Hughes Financial Services, LLC
26$2700.0%ETFLowHerndon, VA2026-10-30
True Wealth Design, LLC
24$2790.0%ETFMediumAkron, OH2026-10-13
Provenance Wealth Advisors, LLC
17$1970.0%ETFLowFort Lauderdale, FL2026-10-30
TD Private Client Wealth LLC
17$1970.0%ETFLowNew York, NY2026-10-28
First Horizon Corp
16$1860.0%CoreLowMemphis, TN2026-10-26
Covestor Ltd
16$00.0%ValueHighLondon, United Kingdom2026-10-30
CoreCap Advisors, LLC
10$1160.0%ETFMediumSouthfield, MI2026-10-08