HTLD · Heartland Express Inc · Holdings

$11.35 +0.07 (+0.62%) At close · Oct 8

S&P 600 member Russell 2000 member Rebalance outlook locked

Customer concentration — top 5 customers 32% of revenue

5 customers — 32% of revenue (the year ended December 31, 2025)

“Our five largest customers accounted for approximately 32%, 26%, and 22% of operating revenues for the years ended December 31, 2025, 2024, and 2023, respectively.”

One customer — 10% of revenue (the year ended December 31, 2025)

“There was one customer that exceeded 10% of operating revenues for the year ended December 31, 2025.”

5 customers — 26% of revenue (the year ended December 31, 2024)

“Our five largest customers accounted for approximately 32%, 26%, and 22% of operating revenues for the years ended December 31, 2025, 2024, and 2023, respectively.”

5 customers — 29% of receivables (as of December 31, 2025)

“Our five largest customers accounted for approximately 29% of gross accounts receivable as of December 31, 2025 and 2024.”

One customer — 10% of receivables (as of December 31, 2025)

“This customer had accounts receivable of $8.9 million as of December 31, 2025 and was the only customer that exceeded 10% of gross accounts receivable.”

5 customers — 29% of receivables (as of December 31, 2024)

“Our five largest customers accounted for approximately 29% of gross accounts receivable as of December 31, 2025 and 2024.”

View the 10-K filed Mar 3, 2026

Market Cap

$877.73M

77.33M

Volume · Oct 8 908.82K Avg daily vol (3M) 731.43K

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Some SEC filings for this period have not finished importing. Holder totals and changes may be incomplete; these filings remain queued for recovery.

The Sep 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out. Each fund's Change is measured against its own previous reported quarter, shown in the Reported column. Pick a completed quarter in the Quarter selector below to put every fund on one quarter and see the stock-wide activity breakdown.

Quarter:

Holders: 198

Total Value: $577,911,735

Total Shares: 37,981,028

Showing 1–100 of 199 holdings by value · page 1 of 2

Institutional Ownership Trend

27 quarters

Superinvestors Holding HTLD

All superinvestors →

Tweedy Browne $2,102,171 Joel Greenblatt $311,112

Holder Concentration

Across 199 13F filers

Top Holder

18.1%

of institutional value

Top 5

43.8%

of institutional value

Top 10

59.6%

of institutional value

HHI

604

Broadly held

Showing 100 of 199

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

BlackRock, Inc.

$104,522,812

18.09%

6,867,465

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BLACKROCK FINANCIAL MANAGEMENT INC/DE	86,543	$1,317,184	1.3%	Sole
BlackRock Investment Management (Australia) Ltd	18	$273	0.0%	Sole
BlackRock Asset Management Canada Ltd	399	$6,072	0.0%	Sole
BlackRock Investment Management, LLC	137,996	$2,100,299	2.0%	Sole
BLACKROCK ADVISORS LLC	83,923	$1,277,308	1.2%	Sole
BlackRock Fund Advisors	4,836,610	$73,613,204	70.4%	Sole
BlackRock Institutional Trust Company, N.A.	1,383,343	$21,054,480	20.1%	Sole
BlackRock Fund Managers Ltd.	10,100	$153,722	0.1%	Sole
BlackRock Investment Management (UK) Ltd.	5,913	$89,995	0.1%	Sole
BlackRock Asset Management Ireland Ltd	128,780	$1,960,031	1.9%	Sole
BlackRock Asset Management Schweiz AG	9,869	$150,206	0.1%	Sole
Aperio Group, LLC	183,971	$2,800,038	2.7%	Sole

DIMENSIONAL FUND ADVISORS LP

$60,934,273

10.54%

4,003,566

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Dimensional Fund Advisors Ltd.	11,081	$168,652	0.3%	Defined
DFA Australia Ltd.	28,956	$440,710	0.7%	Defined
Dimensional Ireland Ltd	151,964	$2,312,892	3.8%	Defined
Held directly	3,811,565	$58,012,019	95.2%	Sole

VANGUARD CAPITAL MANAGEMENT LLC

$31,465,462

5.44%

2,067,376

STATE STREET CORP

$30,134,245

5.21%

1,979,911

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STATE STREET GLOBAL ADVISORS EUROPE LIMITED joint	1,979,911	$30,134,245	100.0%	Defined

AMERICAN CENTURY COMPANIES INC

$26,409,272

4.57%

1,735,169

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
AMERICAN CENTURY INVESTMENT MANAGEMENT INC	1,735,169	$26,409,272	100.0%	Defined

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

$20,920,407

3.62%

1,374,534

TWO SIGMA INVESTMENTS, LP

$20,877,304

3.61%

1,371,702

GEODE CAPITAL MANAGEMENT, LLC

$17,877,442

3.09%

1,174,602

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	163,382	$2,486,674	13.9%	Defined
Held directly	1,011,220	$15,390,768	86.1%	Defined

AMERIPRISE FINANCIAL INC

$16,681,941

2.89%

1,096,054

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Columbia Management Investment Advisers, LLC	1,096,054	$16,681,941	100.0%	Defined

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$14,816,670

2.56%

973,500

Wallace Capital Management Inc.

$14,687,406

2.54%

965,007

VANGUARD PORTFOLIO MANAGEMENT LLC

$12,471,998

2.16%

819,448

BRIDGEWAY CAPITAL MANAGEMENT, LLC

$8,120,387

1.41%

533,534

MORGAN STANLEY

$7,514,811

1.30%

493,746

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO INTERNATIONAL PLC	1,500	$22,830	0.3%	Defined
MORGAN STANLEY & CO. LLC	39,639	$603,305	8.0%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	245,292	$3,733,344	49.7%	Defined
MORGAN STANLEY SMITH BARNEY LLC	518	$7,883	0.1%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	206,797	$3,147,449	41.9%	Defined

GOLDMAN SACHS GROUP INC

$7,475,850

1.29%

491,186

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	99,826	$1,519,351	20.3%	Defined
GOLDMAN SACHS ASSET MANAGEMENT, L.P.	391,360	$5,956,499	79.7%	Defined

CITADEL ADVISORS LLC

$7,389,401

1.28%

485,506

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	23,823	$362,586	4.9%	Defined
Held directly	461,683	$7,026,815	95.1%	Defined

EVR Research LP

$7,305,600

1.26%

480,000

FRONTIER CAPITAL MANAGEMENT CO LLC

$7,131,757

1.23%

468,578

DEAN INVESTMENT ASSOCIATES, LLC

$6,980,242

1.21%

458,623

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Dean Capital Management	458,623	$6,980,242	100.0%	Defined

NORTHERN TRUST CORP

$6,770,128

1.17%

444,818

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	388,949	$5,919,803	87.4%	Defined
NORTHERN TRUST GLOBAL INVESTMENTS LTD	34,649	$527,357	7.8%	Defined
MASON STREET ADVISORS, LLC joint	15,370	$233,931	3.5%	Other
DWS INVESTMENT MANAGEMENT AMERICAS, INC joint	5,850	$89,037	1.3%	Other

Nuveen, LLC

$6,575,555

1.14%

432,034

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Nuveen Asset Management, LLC joint	30,235	$460,175	7.0%	Defined
TEACHERS ADVISORS, LLC joint	401,799	$6,115,380	93.0%	Defined

AQR CAPITAL MANAGEMENT LLC

$5,789,700

1.00%

380,401

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Petros Family Wealth, LLC	111	$1,689	0.0%	Other
RF&L WEALTH MANAGEMENT, LLC	122	$1,856	0.0%	Other
Compound Planning, Inc.	128	$1,948	0.0%	Other
Arax Advisory Partners	2,423	$36,878	0.6%	Other
HALBERT HARGROVE GLOBAL ADVISORS, LLC	3,181	$48,414	0.8%	Other
Stokes Family Office, LLC	1,067	$16,239	0.3%	Other
Held directly	373,369	$5,682,676	98.2%	Defined

Russell Investments Group, Ltd.

$5,448,832

0.94%

358,005

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Russell Investment Management, LLC	57,833	$880,217	16.2%	Defined
Russell Investments Canada Limited	2,533	$38,552	0.7%	Defined
Russell Investments Capital, LLC	93,533	$1,423,572	26.1%	Defined
Russell Investments France SAS	38,935	$592,590	10.9%	Defined
Russell Investments Limited	3,713	$56,511	1.0%	Defined
Russell Investments Trust Company	161,458	$2,457,390	45.1%	Defined

Empowered Funds, LLC

$5,424,681

0.94%

356,418

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Bridgeway Capital Management, LLC	356,418	$5,424,681	100.0%	Other

Invesco Ltd.

$5,331,411

0.92%

350,290

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Invesco Advisers, Inc. joint	16,593	$252,544	4.7%	Defined
Invesco Trust Co joint	15,559	$236,807	4.4%	Defined
Invesco Capital Management LLC	318,138	$4,842,060	90.8%	Defined

Dean Capital Management

$5,063,526

0.88%

332,689

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Legato Capital Management LLC	332,689	$5,063,526	100.0%	Defined

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.

$5,049,463

0.87%

331,765

GATE CITY CAPITAL MANAGEMENT, LLC

$4,874,950

0.84%

320,299

VANGUARD FIDUCIARY TRUST CO

$4,561,540

0.79%

299,707

BANK OF AMERICA CORP /DE/

$4,522,744

0.78%

297,158

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	297,158	$4,522,744	100.0%	Defined

UBS Group AG

$4,487,022

0.78%

294,811

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	343	$5,220	0.1%	Defined
UBS AG	294,468	$4,481,802	99.9%	Defined

PHOENIX ASSET MANAGEMENT PARTNERS Ltd

$4,146,217

0.72%

272,419

Bank of New York Mellon Corp

$3,765,791

0.65%

247,424

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Investments Corporation	128,929	$1,962,299	52.1%	Defined
BNY Mellon Investment Adviser, Inc.	37,852	$576,107	15.3%	Defined
The Bank of New York Mellon	77,847	$1,184,831	31.5%	Defined
BNY Mellon, NA joint	2,795	$42,539	1.1%	Defined
Held directly	1	$15	0.0%	Defined

Lesa Sroufe & Co

$3,618,235

0.63%

237,729

PRINCIPAL FINANCIAL GROUP INC

$3,360,895

0.58%

220,821

FRANKLIN RESOURCES INC

$3,109,566

0.54%

204,308

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Brandywine Global Investment Management, LLC	201,086	$3,060,528	98.4%	Defined
FIDUCIARY TRUST INTERNATIONAL LLC	93	$1,415	0.0%	Defined
FRANKLIN ADVISORY SERVICES LLC	3,129	$47,623	1.5%	Defined

Legato Capital Management LLC

$2,640,426

0.46%

173,484

Boston Partners

$2,474,224

0.43%

162,564

Public Sector Pension Investment Board

$2,386,480

0.41%

156,799

EXCHANGE TRADED CONCEPTS, LLC

$2,102,171

0.36%

138,119

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Tweedy, Browne Co LLC	138,119	$2,102,171	100.0%	Other

Tweedy, Browne Co LLC

$2,102,171

0.36%

138,119

CITIGROUP INC

$1,913,914

0.33%

125,750

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citibank, N.A. joint	3,560	$54,183	2.8%	Defined
Citigroup Financial Products Inc. joint	122,190	$1,859,731	97.2%	Defined

Quantinno Capital Management LP

$1,816,872

0.31%

119,374

Campbell & CO Investment Adviser LLC

$1,752,004

0.30%

115,112

ACADIAN ASSET MANAGEMENT LLC

$1,657,336

0.29%

108,892

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Acadian Inc	108,892	$1,657,336	100.0%	Defined

Lighthouse Investment Partners, LLC

$1,648,493

0.29%

108,311

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
HST Ventures, LLC	108,311	$1,648,493	100.0%	Defined

RHUMBLINE ADVISERS

$1,635,830

0.28%

107,479

JPMORGAN CHASE & CO

$1,631,825

0.28%

107,216

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
JPMorgan Chase Bank, N.A.	16,112	$245,224	15.0%	Defined
J.P. Morgan Investment Management Inc.	1,499	$22,814	1.4%	Defined
J.P. Morgan Securities LLC	89,106	$1,356,193	83.1%	Defined
J.P. Morgan Securities plc	499	$7,594	0.5%	Defined

Legal & General Group Plc

$1,559,759

0.27%

102,481

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Legal & General Investment Management America Inc	69,306	$1,054,837	67.6%	Defined
Legal & General Investment Management Ltd joint	33,175	$504,922	32.4%	Defined

LOS ANGELES CAPITAL MANAGEMENT LLC

$1,557,082

0.27%

102,305

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

$1,446,371

0.25%

95,031

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Group AG	787	$11,978	0.8%	Defined
UBS Asset Management Switzerland AG	94,244	$1,434,393	99.2%	Sole

MILLENNIUM MANAGEMENT LLC

$1,352,662

0.23%

88,874

Hudson Bay Capital Management LP

$1,328,492

0.23%

87,286

Swiss National Bank

$1,301,310

0.23%

85,500

Hills Bank & Trust Co

$1,211,496

0.21%

79,599

SummerHaven Investment Management, LLC

$1,205,941

0.21%

79,234

CAXTON ASSOCIATES LLP

$1,149,323

0.20%

75,514

Pullen Investment Management, LLC

$1,053,254

0.18%

69,202

XTX Topco Ltd

$1,003,211

0.17%

65,914

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
XTX EXECUTION SERVICES LLC joint	65,914	$1,003,211	100.0%	Defined

BEACON INVESTMENT ADVISORS LLC

$985,510

0.17%

64,751

VIRGINIA RETIREMENT SYSTEMS ET Al

$976,363

0.17%

64,150

PRUDENTIAL FINANCIAL INC

$974,551

0.17%

64,031

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PGIM Quantitative Solutions LLC	64,031	$974,551	100.0%	Defined

Qube Research & Technologies Ltd

$973,973

0.17%

63,993

Prescott General Partners LLC

$913,200

0.16%

60,000

Creative Planning

$903,519

0.16%

59,364

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
CREATIVE PLANNING TRUST Co LLC	147	$2,237	0.2%	Defined
Held directly	59,217	$901,282	99.8%	Sole

OCCUDO QUANTITATIVE STRATEGIES LP

$897,599

0.16%

58,975

Penn Capital Management Company, LLC

$887,052

0.15%

58,282

VARCOV Co.

$845,760

0.15%

55,569

SEI INVESTMENTS CO

$842,076

0.15%

55,327

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SEI INVESTMENTS MANAGEMENT CORP	24	$365	0.0%	Sole
SEI TRUST CO	55,303	$841,711	100.0%	Sole

PRICE T ROWE ASSOCIATES INC /MD/

$834,101

0.14%

54,803

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
T. Rowe Price International Ltd	54,803	$834,101	100.0%	Defined

ALLIANCEBERNSTEIN L.P.

$832,153

0.14%

54,675

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Equitable Holdings, Inc.	54,675	$832,153	100.0%	Defined

Inspire Investing, LLC

$807,512

0.14%

53,056

Engineers Gate Manager LP

$750,772

0.13%

49,328

STRS OHIO

$750,346

0.13%

49,300

NEW YORK STATE TEACHERS RETIREMENT SYSTEM

$674,763

0.12%

44,334

CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM

$665,540

0.12%

43,728

Pacific Ridge Capital Partners, LLC

$616,029

0.11%

40,475

DEUTSCHE BANK AG\

$591,921

0.10%

38,891

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
DWS Investments UK Ltd	38,891	$591,921	100.0%	Defined

CANADA LIFE ASSURANCE Co

$536,231

0.09%

35,232

GSA CAPITAL PARTNERS LLP

$529,732

0.09%

34,805

VANGUARD ASSET MANAGEMENT, Ltd

$521,041

0.09%

34,234

Enhancing Capital LLC

$516,719

0.09%

33,950

CIBC WORLD MARKET INC.

$515,197

0.09%

33,850

WELLS FARGO & COMPANY/MN

$497,038

0.09%

32,657

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO BANK N A	32,548	$495,380	99.7%	Defined
WELLS FARGO CLEARING SERVICES, LLC	109	$1,658	0.3%	Defined

Cherokee Insurance Co

$477,847

0.08%

31,396

Thrivent Financial for Lutherans

$456,934

0.08%

30,022

BARCLAYS PLC

$439,933

0.08%

28,905

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS BANK PLC	28,619	$435,581	99.0%	Defined
BARCLAYS CAPITAL INC.	286	$4,352	1.0%	Defined

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$418,184

0.07%

27,476

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	27,476	$418,184	100.0%	Other

Vanguard Global Advisers, LLC

$413,146

0.07%

27,145

Jupiter Topco LLC

$411,350

0.07%

27,027

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
JANUS HENDERSON INVESTORS UK Ltd	27,027	$411,350	100.0%	Defined

MANGROVE PARTNERS IM, LLC

$402,203

0.07%

26,426

Amundi

$399,996

0.07%

26,281

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Amundi Asset Management	26,281	$399,996	100.0%	Defined

EntryPoint Capital, LLC

$375,340

0.06%

24,661

NEVILLE RODIE & SHAW INC

$367,990

0.06%

31,696

FIRST TRUST ADVISORS LP

$363,590

0.06%

23,889

Illinois Municipal Retirement Fund

$354,443

0.06%

23,288

MetLife Investment Management, LLC

$353,073

0.06%

23,198

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
METLIFE INC	23,198	$353,073	100.0%	Defined

OpenArc Corporate Advisory, LLC

$334,885

0.06%

22,003

LPL Financial LLC

$325,768

0.06%

21,404

Gotham Asset Management, LLC

$311,112

0.05%

20,441

Key facts CIK 799233 CUSIP 422347104 13F (30d) 18 filings 9 filers Visit website Investor relations