Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in HTLD held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 6.8M | $70.6M | -1.4% | 8.768% | 0.00% |
| 2 | DIMENSIONAL FUND ADVISORS LP | 3.9M | $40.3M | +5.5% | 5.001% | 0.01% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 2.2M | $23.3M | β | 2.895% | 0.00% |
| 4 | STATE STREET CORP | 2.1M | $21.5M | +5.3% | 2.667% | 0.00% |
| 5 | AMERICAN CENTURY COMPANIES INC | 1.8M | $19.0M | +11.5% | 2.363% | 0.01% |
| 6 | GATE CITY CAPITAL MANAGEMENT, LLC | 1.6M | $16.4M | -28.0% | 2.038% | 6.39% |
| 7 | TWO SIGMA INVESTMENTS, LP | 1.4M | $15.0M | +70.3% | 1.859% | 0.01% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 1.2M | $12.3M | +1.5% | 1.529% | 0.00% |
| 9 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.1M | $11.3M | -0.1% | 1.407% | 0.00% |
| 10 | AMERIPRISE FINANCIAL INC | 983K | $10.2M | -2.5% | 1.270% | 0.00% |
| 11 | Wallace Capital Management Inc. | 971K | $10.1M | +2.6% | 1.254% | 1.16% |
| 12 | VANGUARD PORTFOLIO MANAGEMENT LLC | 812K | $8.4M | β | 1.048% | 0.00% |
| 13 | GOLDMAN SACHS GROUP INC | 631K | $6.6M | +149.8% | 0.814% | 0.00% |
| 14 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 589K | $6.1M | +34.7% | 0.760% | 0.00% |
| 15 | UBS Group AG | 539K | $5.6M | +1.9% | 0.696% | 0.00% |
| 16 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 508K | $5.3M | -8.0% | 0.656% | 0.11% |
| 17 | MORGAN STANLEY | 471K | $4.9M | +2.7% | 0.608% | 0.00% |
| 18 | NORTHERN TRUST CORP | 449K | $4.7M | +3.8% | 0.580% | 0.00% |
| 19 | Invesco Ltd. | 425K | $4.4M | +4.9% | 0.549% | 0.00% |
| 20 | AQR CAPITAL MANAGEMENT LLC | 402K | $4.2M | +10.5% | 0.519% | 0.00% |
| 21 | DEAN INVESTMENT ASSOCIATES, LLC | 349K | $3.6M | +73.1% | 0.450% | 0.51% |
| 22 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 331K | $3.4M | +14.1% | 0.427% | 0.20% |
| 23 | Empowered Funds, LLC | 331K | $3.4M | -11.8% | 0.427% | 0.02% |
| 24 | EVR Research LP | 330K | $3.4M | β | 0.426% | 1.95% |
| 25 | VANGUARD FIDUCIARY TRUST CO | 313K | $3.3M | β | 0.404% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in HTLD β a direct measure of their conviction.
Filings activity in HTLD during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 176 | +2.3% | 29.64% | +3.63 pp | $370M | +14% |
| Q4 2025 | 172 | 0.6% | 26.01% | +1.60 pp | $325M | +6.6% |
| Q3 2025 | 173 | 0.6% | 24.41% | 52.39 pp | $305M | 68% |
| Q2 2025 | 174 | 5.4% | 76.80% | +50.07 pp | $958M | +187% |
| Q1 2025 | 184 | +5.1% | 26.73% | 8.12 pp | $334M | 23% |
| Q4 2024 | 175 | +8.0% | 34.85% | 3.57 pp | $435M | 9.3% |
| Q3 2024 | 162 | +5.2% | 38.42% | 0.67 pp | $479M | 1.7% |
| Q2 2024 | 154 | β | 39.09% | β | $488M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying HTLD stock.
Based on Q1 2026 13F filings, institutional ownership of Heartland Express, Inc. stands at 29.6%, held across 176 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of HTLD, with approximately 6,791,340 shares worth $0.07B as of Q1 2026.
Yes β 1 widely-followed marquee investor appear among the top 25 institutional holders of HTLD, including TWO SIGMA INVESTMENTS, LP.
Our composite Smart Money Score for HTLD is 60 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
27 institutions opened new positions in HTLD during Q1 2026, while 23 fully exited. 122 added to existing positions and 24 trimmed.
HTLD institutional ownership rose by 3.63 percentage points quarter-over-quarter, with a net change of +4 holders.
The top 10 institutions account for 64.9% of all reported 13F value in HTLD, and the top 25 account for 85.9%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Heartland Express, Inc. (HTLD) Institutional Ownership