Ranked by reported Q2 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. | 6.9M | $104.5M | +1.1% | 8.862% | 0.00% |
| 2 | DIMENSIONAL FUND ADVISORS LP | 4.0M | $60.9M | +3.4% | 5.167% | 0.01% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 2.1M | $31.5M | -7.8% | 2.668% | 0.00% |
| 4 | STATE STREET CORP | 2.0M | $30.2M | -4.2% | 2.555% | 0.00% |
| 5 | AMERICAN CENTURY COMPANIES INC | 1.7M | $26.4M | -5.2% | 2.239% | 0.01% |
| 6 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.4M | $20.9M | +133.4% | 1.774% | 0.01% |
| 7 | TWO SIGMA INVESTMENTS, LP | 1.4M | $20.9M | -4.8% | 1.770% | 0.02% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 1.2M | $17.9M | -0.8% | 1.516% | 0.00% |
| 9 | AMERIPRISE FINANCIAL INC | 1.1M | $16.7M | +11.5% | 1.414% | 0.00% |
| 10 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 974K | $14.8M | -10.7% | 1.256% | 0.00% |
| 11 | Wallace Capital Management Inc. | 965K | $14.7M | -0.6% | 1.245% | 1.61% |
| 12 | VANGUARD PORTFOLIO MANAGEMENT LLC | 819K | $12.5M | +1.0% | 1.057% | 0.00% |
| 13 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 534K | $8.1M | +5.1% | 0.689% | 0.14% |
| 14 | CITADEL ADVISORS LLC | 505K | $7.7M | +594.4% | 0.652% | 0.00% |
| 15 | MORGAN STANLEY | 494K | $7.5M | +4.9% | 0.637% | 0.00% |
| 16 | GOLDMAN SACHS GROUP INC | 491K | $7.5M | -22.1% | 0.634% | 0.00% |
| 17 | EVR Research LP | 480K | $7.3M | +45.5% | 0.619% | 3.61% |
| 18 | FRONTIER CAPITAL MANAGEMENT CO LLC | 469K | $7.1M | — | 0.605% | 0.07% |
| 19 | DEAN INVESTMENT ASSOCIATES, LLC | 459K | $7.0M | +31.6% | 0.592% | 0.46% |
| 20 | NORTHERN TRUST CORP | 445K | $6.8M | -1.0% | 0.574% | 0.00% |
| 21 | Nuveen, LLC | 432K | $6.6M | +254.8% | 0.557% | 0.00% |
| 22 | AQR CAPITAL MANAGEMENT LLC | 380K | $5.8M | -5.4% | 0.491% | 0.00% |
| 23 | Russell Investments Group, Ltd. | 358K | $5.4M | +251.5% | 0.462% | 0.00% |
| 24 | Empowered Funds, LLC | 356K | $5.4M | +7.8% | 0.460% | 0.03% |
| 25 | Invesco Ltd. | 350K | $5.3M | -17.6% | 0.452% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in HTLD — a direct measure of their conviction.
Filings activity in HTLD during Q2 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 201 | +13% | 48.93% | +2.12 pp | $566M | +52% |
| Q1 2026 | 178 | +3.5% | 46.81% | 0.67 pp | $372M | +14% |
| Q4 2025 | 172 | 0.6% | 47.48% | 0.17 pp | $325M | +6.6% |
| Q3 2025 | 173 | 0.6% | 47.65% | 95.29 pp | $305M | 68% |
| Q2 2025 | 174 | 5.4% | 142.94% | +96.20 pp | $958M | +187% |
| Q1 2025 | 184 | +5.1% | 46.74% | 3.37 pp | $334M | 23% |
| Q4 2024 | 175 | +8.0% | 50.11% | 0.53 pp | $435M | 9.3% |
| Q3 2024 | 162 | — | 50.64% | — | $479M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying HTLD stock.
Based on Q2 2026 13F filings, institutional ownership of Heartland Express, Inc. stands at 48.9%, held across 201 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of HTLD, with approximately 6,867,465 shares worth $0.10B as of Q2 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of HTLD, including TWO SIGMA INVESTMENTS, LP, CITADEL ADVISORS LLC.
Our composite Smart Money Score for HTLD is 71 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
41 institutions opened new positions in HTLD during Q2 2026, while 18 fully exited. 142 added to existing positions and 11 trimmed.
HTLD institutional ownership rose by 2.12 percentage points quarter-over-quarter, with a net change of +23 holders.
The top 10 institutions account for 60.9% of all reported 13F value in HTLD, and the top 25 account for 81.2%.
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