HTLD Institutional Ownership
Heartland Express, Inc.
1W: -4.8%
1M: -11.3%
3M: -24.9%
YTD: +10.1%
1Y: +25.1%
3Y: -30.0%
5Y: -37.8%
$10.37
+0.35 (+3.49%)
After Hours: $11.09 (+0.72, +6.94%)
Weekly Expected Move ±3.8%
$9
$10
$10
$11
$11
Credit Risk of going bust: lower than 59% of companies Debt: 12.8% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.21 (down 98%), Heartland Express, Inc. would be worth roughly what it owes.
Total debt $114.2M against a stock market value of $774.9M.
Distance to default 6.14 (Merton model): prices to 2026-10-26, balance sheet 2026-09-30, debt counted $103.2M (short-term plus half of long-term), stock volatility 38.9%; Altman Z'' 4.44. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $0.21 (down 98%), Heartland Express, Inc. would be worth roughly what it owes.
Total debt $114.2M against a stock market value of $774.9M.
Distance to default 6.14 (Merton model): prices to 2026-10-26, balance sheet 2026-09-30, debt counted $103.2M (short-term plus half of long-term), stock volatility 38.9%; Altman Z'' 4.44. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — HTLD
220
Institutional Holders
+22 vs prior quarter
0.0%
Ownership
+0.00pp
$587M
Total Invested
43
New Positions
52
Increased
81
Reduced
21
Closed
2.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (235 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 6,867,465 | $69M | +76,125 | +1.1% | 8Q | SEC ↗ |
| 2 | DIMENSIONAL FUND ADVISORS LP | 4,003,566 | $40M | +129,913 | +3.4% | 102Q | SEC ↗ |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 2,067,376 | $21M | -175,056 | -7.8% | 2Q | SEC ↗ |
| 4 | STATE STREET CORP | 1,979,911 | $20M | -85,955 | -4.2% | 46Q | SEC ↗ |
| 5 | AMERICAN CENTURY COMPANIES INC | 1,735,169 | $17M | -95,174 | -5.2% | 15Q | SEC ↗ |
| 6 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 1,374,534 | $14M | +785,724 | +133.4% | 8Q | SEC ↗ |
| 7 | TWO SIGMA INVESTMENTS, LP | 1,371,702 | $14M | -68,432 | -4.8% | 13Q | SEC ↗ |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 1,174,602 | $12M | -9,356 | -0.8% | 92Q | SEC ↗ |
| 9 | AMERIPRISE FINANCIAL INC | 1,096,054 | $11M | +112,563 | +11.4% | 16Q | SEC ↗ |
| 10 | Sixth Street Partners Management Compa NEW | 973,500 | $10M | — | +0.0% | 1Q | SEC ↗ |
| 11 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 973,500 | $10M | -116,050 | -10.7% | 15Q | SEC ↗ |
| 12 | Wallace Capital Management Inc. | 965,007 | $10M | -6,060 | -0.6% | 4Q | SEC ↗ |
| 13 | VANGUARD PORTFOLIO MANAGEMENT LLC | 819,448 | $8M | +7,804 | +1.0% | 2Q | SEC ↗ |
| 14 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 533,534 | $5M | +25,740 | +5.1% | 11Q | SEC ↗ |
| 15 | MORGAN STANLEY | 493,746 | $5M | +23,029 | +4.9% | 60Q | SEC ↗ |
| 16 | GOLDMAN SACHS GROUP INC | 491,186 | $5M | -139,495 | -22.1% | 15Q | SEC ↗ |
| 17 | CITADEL ADVISORS LLC | 485,506 | $5M | +436,333 | +887.3% | 40Q | SEC ↗ |
| 18 | EVR Research LP | 480,000 | $5M | +150,000 | +45.5% | 2Q | SEC ↗ |
| 19 | FRONTIER CAPITAL MANAGEMENT CO LLC NEW | 468,578 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 20 | DEAN INVESTMENT ASSOCIATES, LLC | 458,623 | $5M | +110,092 | +31.6% | 33Q | SEC ↗ |
| 21 | NORTHERN TRUST CORP | 444,818 | $4M | -4,467 | -1.0% | 110Q | SEC ↗ |
| 22 | Nuveen, LLC | 432,034 | $4M | +310,247 | +254.7% | 6Q | SEC ↗ |
| 23 | AQR CAPITAL MANAGEMENT LLC | 380,401 | $4M | -21,862 | -5.4% | 9Q | SEC ↗ |
| 24 | Russell Investments Group, Ltd. | 358,005 | $4M | +256,159 | +251.5% | 14Q | SEC ↗ |
| 25 | Empowered Funds, LLC | 356,418 | $4M | +25,740 | +7.8% | 11Q | SEC ↗ |
| 26 | Invesco Ltd. | 350,290 | $4M | -74,594 | -17.6% | 80Q | SEC ↗ |
| 27 | Dean Capital Management | 332,689 | $3M | +88,606 | +36.3% | 33Q | SEC ↗ |
| 28 | PUNCH & ASSOCIATES INVESTMENT MANAGEME | 331,765 | $3M | +1,000 | +0.3% | 3Q | SEC ↗ |
| 29 | GATE CITY CAPITAL MANAGEMENT, LLC | 320,299 | $3M | -1,258,335 | -79.7% | 8Q | SEC ↗ |
| 30 | VANGUARD FIDUCIARY TRUST CO | 299,707 | $3M | -13,416 | -4.3% | 2Q | SEC ↗ |
| 31 | BANK OF AMERICA CORP /DE | 297,158 | $3M | +63,662 | +27.3% | 15Q | SEC ↗ |
| 32 | UBS Group AG | 294,811 | $3M | -244,581 | -45.3% | 47Q | SEC ↗ |
| 33 | PHOENIX ASSET MANAGEMENT PARTNERS Ltd | 272,419 | $3M | — | +0.0% | 5Q | SEC ↗ |
| 34 | Bank of New York Mellon Corp | 247,424 | $2M | -1,001 | -0.4% | 76Q | SEC ↗ |
| 35 | Lesa Sroufe & Co | 237,729 | $2M | +7,881 | +3.4% | 6Q | SEC ↗ |
| 36 | PRINCIPAL FINANCIAL GROUP INC | 220,821 | $2M | -1,228 | -0.6% | 83Q | SEC ↗ |
| 37 | FRANKLIN RESOURCES INC | 204,308 | $2M | +7,409 | +3.8% | 2Q | SEC ↗ |
| 38 | Legato Capital Management LLC | 173,484 | $2M | +46,194 | +36.3% | 15Q | SEC ↗ |
| 39 | Boston Partners NEW | 162,564 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 40 | Public Sector Pension Investment Board | 156,799 | $2M | -6,682 | -4.1% | 68Q | SEC ↗ |
| 41 | Tweedy, Browne Co LLC | 138,119 | $1M | +11,463 | +9.1% | 6Q | SEC ↗ |
| 42 | EXCHANGE TRADED CONCEPTS, LLC | 138,119 | $1M | +11,463 | +9.1% | 7Q | SEC ↗ |
| 43 | CITIGROUP INC | 125,750 | $1M | +26,960 | +27.3% | 57Q | SEC ↗ |
| 44 | Quantinno Capital Management LP | 119,374 | $1M | +16,626 | +16.2% | 5Q | SEC ↗ |
| 45 | Campbell & CO Investment Adviser LLC NEW | 115,112 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 46 | ACADIAN ASSET MANAGEMENT LLC NEW | 108,892 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 47 | Lighthouse Investment Partners, LLC NEW | 108,311 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 48 | RHUMBLINE ADVISERS | 107,479 | $1M | -24,631 | -18.6% | 83Q | SEC ↗ |
| 49 | JPMORGAN CHASE & CO | 107,216 | $1M | -69,887 | -39.5% | 70Q | SEC ↗ |
| 50 | Legal & General Group Plc | 102,481 | $1M | -953 | -0.9% | 27Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 973,500 | $10M |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 468,578 | $5M |
| Boston Partners | 162,564 | $2M |
| Campbell & CO Investment Adviser LL | 115,112 | $1M |
| ACADIAN ASSET MANAGEMENT LLC | 108,892 | $1M |
| Lighthouse Investment Partners, LLC | 108,311 | $1M |
| MILLENNIUM MANAGEMENT LLC | 88,874 | $891K |
| Hudson Bay Capital Management LP | 87,286 | $875K |
| CAXTON ASSOCIATES LLP | 75,514 | $757K |
| Pullen Investment Management, LLC | 69,202 | $693K |
| XTX Topco Ltd | 65,914 | $660K |
| Qube Research & Technologies Ltd | 63,993 | $641K |
| OCCUDO QUANTITATIVE STRATEGIES LP | 58,975 | $591K |
| VARCOV Co. | 55,569 | $557K |
| STRS OHIO | 49,300 | $494K |
| GSA CAPITAL PARTNERS LLP | 34,805 | $349K |
| CIBC WORLD MARKET INC. | 33,850 | $339K |
| Jupiter Topco LLC | 27,027 | $271K |
| MANGROVE PARTNERS IM, LLC | 26,426 | $265K |
| FIRST TRUST ADVISORS LP | 23,889 | $239K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| HOTCHKIS & WILEY CAPITAL MANAGEMENT | 1,149,008 | $12M |
| BRANDES INVESTMENT PARTNERS, LP | 276,427 | $3M |
| JANE STREET GROUP, LLC | 204,629 | $2M |
| Tidal Investments LLC | 181,007 | $2M |
| Trexquant Investment LP | 85,333 | $855K |
| HRT FINANCIAL LP | 57,837 | $580K |
| Larson Financial Group LLC | 50,000 | $501K |
| INTECH INVESTMENT MANAGEMENT LLC | 49,290 | $494K |
| PharVision Advisers, LLC | 40,960 | $410K |
| Balyasny Asset Management L.P. | 38,204 | $383K |
| Universal- Beteiligungs- und Servic | 33,717 | $338K |
| Quantbot Technologies LP | 24,970 | $250K |
| Inspire Advisors, LLC | 23,835 | $239K |
| Brevan Howard Capital Management LP | 22,258 | $223K |
| INCEPTIONR LLC | 21,900 | $219K |
| Numerai GP LLC | 20,520 | $206K |
| HSBC HOLDINGS PLC | 20,447 | $205K |
| Aquatic Capital Management LLC | 15,818 | $158K |
| Verition Fund Management LLC | 15,741 | $158K |
| Jump Financial, LLC | 12,252 | $123K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ARROWSTREET CAPITAL, LIMITED PARTNE | +785,724 | +133.4% | 1,374,534 |
| CITADEL ADVISORS LLC | +436,333 | +887.3% | 485,506 |
| Nuveen, LLC | +310,247 | +254.7% | 432,034 |
| Russell Investments Group, Ltd. | +256,159 | +251.5% | 358,005 |
| EVR Research LP | +150,000 | +45.5% | 480,000 |
| DIMENSIONAL FUND ADVISORS LP | +129,913 | +3.4% | 4,003,566 |
| AMERIPRISE FINANCIAL INC | +112,563 | +11.4% | 1,096,054 |
| DEAN INVESTMENT ASSOCIATES, LLC | +110,092 | +31.6% | 458,623 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | +101,965 | +29989.7% | 102,305 |
| Dean Capital Management | +88,606 | +36.3% | 332,689 |
| BlackRock, Inc. | +76,125 | +1.1% | 6,867,465 |
| BANK OF AMERICA CORP /DE | +63,662 | +27.3% | 297,158 |
| Legato Capital Management LLC | +46,194 | +36.3% | 173,484 |
| CITIGROUP INC | +26,960 | +27.3% | 125,750 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | +25,740 | +5.1% | 533,534 |
| Empowered Funds, LLC | +25,740 | +7.8% | 356,418 |
| MORGAN STANLEY | +23,029 | +4.9% | 493,746 |
| BARCLAYS PLC | +18,041 | +166.1% | 28,905 |
| PRUDENTIAL FINANCIAL INC | +17,020 | +36.2% | 64,031 |
| Quantinno Capital Management LP | +16,626 | +16.2% | 119,374 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| GATE CITY CAPITAL MANAGEMENT, LLC | -1,258,335 | -79.7% | 320,299 |
| UBS Group AG | -244,581 | -45.3% | 294,811 |
| VANGUARD CAPITAL MANAGEMENT LLC | -175,056 | -7.8% | 2,067,376 |
| GOLDMAN SACHS GROUP INC | -139,495 | -22.1% | 491,186 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | -116,050 | -10.7% | 973,500 |
| AMERICAN CENTURY COMPANIES INC | -95,174 | -5.2% | 1,735,169 |
| STATE STREET CORP | -85,955 | -4.2% | 1,979,911 |
| Invesco Ltd. | -74,594 | -17.6% | 350,290 |
| JPMORGAN CHASE & CO | -69,887 | -39.5% | 107,216 |
| TWO SIGMA INVESTMENTS, LP | -68,432 | -4.8% | 1,371,702 |
| SEI INVESTMENTS CO | -51,037 | -48.0% | 55,327 |
| D. E. Shaw & Co., Inc. | -28,884 | -73.9% | 10,225 |
| RHUMBLINE ADVISERS | -24,631 | -18.6% | 107,479 |
| MERCER GLOBAL ADVISORS INC /ADV | -24,081 | -54.8% | 19,881 |
| AQR CAPITAL MANAGEMENT LLC | -21,862 | -5.4% | 380,401 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -19,635 | -41.7% | 27,476 |
| IEQ CAPITAL, LLC | -14,715 | -47.3% | 16,422 |
| VANGUARD FIDUCIARY TRUST CO | -13,416 | -4.3% | 299,707 |
| Amundi | -11,292 | -30.1% | 26,281 |
| Engineers Gate Manager LP | -11,151 | -18.4% | 49,328 |