$HTLD

$10.38 +$0.19 (1.82%) Live

$HTLD Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 77.3M shares outstanding

Who owns HTLD?

By type of holder

Institutions 49.1% Insiders 51.0% Everyone else 0.0%

Concentration Top 10 holders own 69.3%

Gerdin Michael J 41.3% · BlackRock, Inc. 8.9%

Institutional ownership

49.1%

+1.5 pts vs last qtr

Institutional holders

198

+16 vs last qtr

Net shares bought

+1.2M

by institutions in Q2 2026

New / sold out

42 / 26

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Arrowstreet Capital, Limited Partnership +785.7K
Frontier Capital Management Co LLC NEW +468.6K

Biggest sellers in Q2 2026

Gate City Capital Management, LLC −1.3M
Brandes Investment Partners, LP SOLD OUT −276.4K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Heartland Express Inc in the last 12 months.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

−6.5%

−0.75% a year

Each share's claim on the business

+7.0%

grew without buying or selling a share

Spent on buybacks vs paid in stock

$115M vs $13.8M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years71% 3–5 years6% 1–3 years11% Under 1 year12%

Quarterly turnover

11.5%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting HTLD on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	6.9M	8.88%	+76.1K (+1.1%)	≤2021	0.0%
Shares held by quarter Peak holding7.0M (Q4'24) Change over 8 quarters−35.6K Share of the company8.880% BlackRock, Inc.'s full portfolio →
DF Dimensional Fund Advisors LP	4.0M	5.18%	+129.9K (+3.4%)	≤2021	0.0%
Shares held by quarter Peak holding4.0M (Q2'26) Change over 8 quarters+620.8K Share of the company5.180% Dimensional Fund Advisors LP's full portfolio →

BlackRock, Inc.

6.9M

% of company

8.88%

Change vs last qtr

+76.1K (+1.1%)

Held since

≤2021

Dimensional Fund Advisors LP

4.0M

% of company

5.18%

Change vs last qtr

+129.9K (+3.4%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Heartland Express Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting HTLD on Form N-PORT; together they hold 27.4% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IC iShares Core S&P Small-Cap ETF iShares Trust	$41.9M	2.8M	3.56%	0.04%	June 30, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$22.7M	1.5M	1.93%	0.00%	June 30, 2026

iShares Core S&P Small-Cap ETF

iShares Trust

Position value

$41.9M

% of company

3.56%

% of the fund

0.04%

As of

June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$22.7M

% of company

1.93%

% of the fund

0.00%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Heartland Express Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
GM Gerdin Michael J 5%+ holder 13D · 40.7%	32.0M	41.32%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company41.320% Disclosed stake13D · 40.7% View the 13D/G filing →
PJ Pratt James G Insider	58.4K	0.08%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.080% Pratt James G's insider activity →

Gerdin Michael J

5%+ holder13D · 40.7%

32.0M

% of company

41.32%

Change vs last qtr

—

Held since

—

Pratt James G

Insider

58.4K

% of company

0.08%

Change vs last qtr

—

Held since

—

8 more holders behind a free account

See every insider and 5%+ holder of Heartland Express Inc.

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