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Compiled from SEC Form N-PX filings and HEARTLAND FINANCIAL USA INC.’s Form 8-K, filed 2024-05-28 (Item 5.07 on EDGAR). Page generated 02 October 2026.
Proxy season: 2023-2024 2024-2025
Explore HEARTLAND FINANCIAL USA INC. in the interactive database Compare manager voting policies
These tallies are HEARTLAND FINANCIAL USA INC.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed 2024-05-28 (Item 5.07, “Submission of Matters to a Vote of Security Holders”). They cover every share voted at the meeting, not just the funds that file Form N-PX.
| Ballot item | For | Against | Abstain | Withheld | Broker non-votes | Outcome |
|---|---|---|---|---|---|---|
| Elect Director: Robert B. Engel | 30,550,320 | -- | -- | 526,599 | 5,714,948 | Majority: yes |
| Elect Director: Brad J. Henderson | 30,657,320 | -- | -- | 419,599 | 5,714,948 | Majority: yes |
| Elect Director: Jennifer K. Hopkins | 30,474,271 | -- | -- | 602,648 | 5,714,948 | Majority: yes |
| Elect Director: Christopher S. Hylen | 30,335,917 | -- | -- | 741,002 | 5,714,948 | Majority: yes |
| Elect Director: Margaret Lazo | 30,619,423 | -- | -- | 457,496 | 5,714,948 | Majority: yes |
| Elect Director: Bruce K. Lee | 30,203,709 | -- | -- | 873,210 | 5,714,948 | Majority: yes |
| Elect Director: Susan G Murphy | 30,616,035 | -- | -- | 460,884 | 5,714,948 | Majority: yes |
| Elect Director: Opal G. Perry | 30,534,468 | -- | -- | 542,451 | 5,714,948 | Majority: yes |
| Elect Director: John K. Schmidt | 29,436,410 | -- | -- | 1,640,509 | 5,714,948 | Majority: yes |
| Elect Director: Paul W. Taylor | 30,688,027 | -- | -- | 388,892 | 5,714,948 | Majority: yes |
| Elect Director: Kathryn Graves Unger | 30,329,808 | -- | -- | 747,111 | 5,714,948 | Majority: yes |
| Elect Director: Duane E. White | 29,356,326 | -- | -- | 1,720,593 | 5,714,948 | Majority: yes |
Source: HEARTLAND FINANCIAL USA INC., Form 8-K, filed with the SEC on 2024-05-28 — read the filing on EDGAR.
Each item below shows how the 233 asset managers that disclosed a HEARTLAND FINANCIAL USA INC. vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report. These are reported items, not a count of the ballot: fund filings describe one ballot item in different words. Two descriptions are shown as one item only on evidence — the same text (or one cut short of the other), the same director nominee, or a match to the same row of HEARTLAND FINANCIAL USA INC.’s own Form 8-K tally — never because they merely read alike. A description that could not be joined that way is listed on its own, so one ballot item can appear more than once.
Combines 7 wordings of this item as funds reported it.
94% fund support · no official result
The 231 asset managers below cast 94% of the shares they voted on this item FOR (29,407,331 for, 1,825,776 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 4,985,569 | 0 | 0 | 0 | For |
| Vanguard | 3,242,345 | 0 | 0 | 0 | For |
| Thrivent | 3,136,404 | 0 | 0 | 0 | For |
| Charles Schwab | 2,793,340 | 0 | 0 | 0 | For |
| Dimensional | 2,128,563 | 0 | 0 | 0 | For |
| Fidelity | 2,127,662 | 0 | 0 | 0 | For |
| EARNEST PARTNERS LLC | 1,221,482 | 641,039 | 0 | 0 | For |
| American Century | 0 | 1,065,607 | 0 | 0 | Against |
| GEODE CAPITAL MANAGEMENT, LLC | 920,749 | 0 | 0 | 0 | For |
| HARBOR FUNDS | 740,689 | 0 | 0 | 0 | For |
| Nuveen | 683,446 | 0 | 0 | 0 | For |
| State Street | 616,862 | 47 | 0 | 0 | For |
| Northern Trust | 520,679 | 2,097 | 0 | 0 | For |
| Stieven Capital Advisors, L.P. | 394,095 | 0 | 0 | 0 | For |
| NEW YORK STATE COMMON RETIREMENT FUND | 391,110 | 0 | 0 | 0 | For |
| Putnam | 321,486 | 0 | 0 | 0 | For |
| TIAA | 264,276 | 0 | 0 | 0 | For |
| First Trust | 247,079 | 0 | 0 | 0 | For |
| Invesco | 232,319 | 0 | 0 | 0 | For |
| Goldman Sachs | 187,183 | 0 | 0 | 0 | For |
| AQR | 184,863 | 0 | 0 | 0 | For |
| MELLON INVESTMENTS Corp | 167,565 | 0 | 0 | 0 | For |
| Allianz | 6,537 | 0 | 146,903 | 0 | Abstain |
| Prudential/PGIM | 151,313 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 133,230 | 0 | 0 | 0 | For |
Showing the 25 largest of 231 asset managers. See all 231 in the interactive database.
Combines 3 wordings of this item as funds reported it.
96% fund support · no official result
The 72 asset managers below cast 96% of the shares they voted on this item FOR (15,428,932 for, 607,586 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,154,524 | 0 | 0 | 0 | For |
| BlackRock | 2,475,134 | 0 | 0 | 0 | For |
| Dimensional | 1,886,532 | 0 | 0 | 0 | For |
| Thrivent | 1,555,667 | 0 | 0 | 0 | For |
| Fidelity | 1,499,450 | 0 | 0 | 0 | For |
| Charles Schwab | 1,396,670 | 0 | 0 | 0 | For |
| HARBOR FUNDS | 740,689 | 0 | 0 | 0 | For |
| American Century | 0 | 531,108 | 0 | 0 | Against |
| State Street | 308,790 | 47 | 0 | 0 | For |
| TIAA | 264,276 | 0 | 0 | 0 | For |
| First Trust | 230,859 | 0 | 0 | 0 | For |
| Putnam | 152,755 | 0 | 0 | 0 | For |
| Nuveen | 141,149 | 0 | 0 | 0 | For |
| Goldman Sachs | 130,055 | 0 | 0 | 0 | For |
| EA Series Trust | 127,046 | 0 | 0 | 0 | For |
| WisdomTree | 126,541 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 119,700 | 0 | 0 | 0 | For |
| Equitable | 107,616 | 0 | 0 | 0 | For |
| Invesco | 106,925 | 0 | 0 | 0 | For |
| Virtus | 102,938 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 74,300 | 0 | 0 | 0 | For |
| JPMorgan | 69,375 | 0 | 0 | 0 | For |
| Lincoln Financial | 66,932 | 0 | 0 | 0 | For |
| Victory Capital | 59,655 | 0 | 0 | 0 | For |
| TARGET PORTFOLIO TRUST | 0 | 42,504 | 0 | 0 | Against |
Showing the 25 largest of 72 asset managers. See all 72 in the interactive database.
Combines 4 wordings of this item as funds reported it.
99% Majority: yes · of votes cast
HEARTLAND FINANCIAL USA INC.’s own tally for this item (“Elect Director: Brad J. Henderson”): 30,657,320 for, 419,599 withheld, per its Form 8-K filed 2024-05-28 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 42,790,564 outstanding shares: 72% for, 1.0% withheld (73% of the company cast a for/withheld vote).
The 72 asset managers below cast 100% of the shares they voted on this item FOR (16,036,518 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,154,524 | 0 | 0 | 0 | For |
| BlackRock | 2,475,134 | 0 | 0 | 0 | For |
| Dimensional | 1,886,532 | 0 | 0 | 0 | For |
| Thrivent | 1,555,667 | 0 | 0 | 0 | For |
| Fidelity | 1,499,450 | 0 | 0 | 0 | For |
| Charles Schwab | 1,396,670 | 0 | 0 | 0 | For |
| HARBOR FUNDS | 740,689 | 0 | 0 | 0 | For |
| American Century | 531,108 | 0 | 0 | 0 | For |
| State Street | 308,837 | 0 | 0 | 0 | For |
| TIAA | 264,276 | 0 | 0 | 0 | For |
| First Trust | 230,859 | 0 | 0 | 0 | For |
| Putnam | 152,755 | 0 | 0 | 0 | For |
| Nuveen | 141,149 | 0 | 0 | 0 | For |
| Goldman Sachs | 130,055 | 0 | 0 | 0 | For |
| EA Series Trust | 127,046 | 0 | 0 | 0 | For |
| WisdomTree | 126,541 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 119,700 | 0 | 0 | 0 | For |
| Equitable | 107,616 | 0 | 0 | 0 | For |
| Invesco | 106,925 | 0 | 0 | 0 | For |
| Virtus | 102,938 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 74,300 | 0 | 0 | 0 | For |
| JPMorgan | 69,375 | 0 | 0 | 0 | For |
| Lincoln Financial | 66,932 | 0 | 0 | 0 | For |
| Victory Capital | 59,655 | 0 | 0 | 0 | For |
| TARGET PORTFOLIO TRUST | 42,504 | 0 | 0 | 0 | For |
Showing the 25 largest of 72 asset managers. See all 72 in the interactive database.
Combines 4 wordings of this item as funds reported it.
97% Majority: yes · of votes cast
HEARTLAND FINANCIAL USA INC.’s own tally for this item (“Elect Director: Bruce K. Lee”): 30,203,709 for, 873,210 withheld, per its Form 8-K filed 2024-05-28 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 42,790,564 outstanding shares: 71% for, 2% withheld (73% of the company cast a for/withheld vote).
The 72 asset managers below cast 100% of the shares they voted on this item FOR (16,036,446 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,154,524 | 0 | 0 | 0 | For |
| BlackRock | 2,475,134 | 0 | 0 | 0 | For |
| Dimensional | 1,886,532 | 0 | 0 | 0 | For |
| Thrivent | 1,555,667 | 0 | 0 | 0 | For |
| Fidelity | 1,499,450 | 0 | 0 | 0 | For |
| Charles Schwab | 1,396,670 | 0 | 0 | 0 | For |
| HARBOR FUNDS | 740,689 | 0 | 0 | 0 | For |
| American Century | 531,108 | 0 | 0 | 0 | For |
| State Street | 308,765 | 0 | 72 | 0 | For |
| TIAA | 264,276 | 0 | 0 | 0 | For |
| First Trust | 230,859 | 0 | 0 | 0 | For |
| Putnam | 152,755 | 0 | 0 | 0 | For |
| Nuveen | 141,149 | 0 | 0 | 0 | For |
| Goldman Sachs | 130,055 | 0 | 0 | 0 | For |
| EA Series Trust | 127,046 | 0 | 0 | 0 | For |
| WisdomTree | 126,541 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 119,700 | 0 | 0 | 0 | For |
| Equitable | 107,616 | 0 | 0 | 0 | For |
| Invesco | 106,925 | 0 | 0 | 0 | For |
| Virtus | 102,938 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 74,300 | 0 | 0 | 0 | For |
| JPMorgan | 69,375 | 0 | 0 | 0 | For |
| Lincoln Financial | 66,932 | 0 | 0 | 0 | For |
| Victory Capital | 59,655 | 0 | 0 | 0 | For |
| TARGET PORTFOLIO TRUST | 42,504 | 0 | 0 | 0 | For |
Showing the 25 largest of 72 asset managers. See all 72 in the interactive database.
Combines 4 wordings of this item as funds reported it.
98% Majority: yes · of votes cast
HEARTLAND FINANCIAL USA INC.’s own tally for this item (“Elect Director: Christopher S. Hylen”): 30,335,917 for, 741,002 withheld, per its Form 8-K filed 2024-05-28 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 42,790,564 outstanding shares: 71% for, 2% withheld (73% of the company cast a for/withheld vote).
The 72 asset managers below cast 100% of the shares they voted on this item FOR (15,789,502 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,154,524 | 0 | 0 | 0 | For |
| BlackRock | 2,475,134 | 0 | 0 | 0 | For |
| Dimensional | 1,886,532 | 0 | 0 | 0 | For |
| Thrivent | 1,555,667 | 0 | 0 | 0 | For |
| Fidelity | 1,499,450 | 0 | 0 | 0 | For |
| Charles Schwab | 1,396,670 | 0 | 0 | 0 | For |
| HARBOR FUNDS | 740,689 | 0 | 0 | 0 | For |
| American Century | 531,108 | 0 | 0 | 0 | For |
| State Street | 308,720 | 0 | 117 | 0 | For |
| TIAA | 264,276 | 0 | 0 | 0 | For |
| First Trust | 230,859 | 0 | 0 | 0 | For |
| Putnam | 152,755 | 0 | 0 | 0 | For |
| Nuveen | 141,149 | 0 | 0 | 0 | For |
| Goldman Sachs | 130,055 | 0 | 0 | 0 | For |
| EA Series Trust | 0 | 0 | 127,046 | 0 | Abstain |
| WisdomTree | 126,541 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 0 | 0 | 119,700 | 0 | Abstain |
| Equitable | 107,616 | 0 | 0 | 0 | For |
| Invesco | 106,925 | 0 | 0 | 0 | For |
| Virtus | 102,938 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 74,300 | 0 | 0 | 0 | For |
| JPMorgan | 69,375 | 0 | 0 | 0 | For |
| Lincoln Financial | 66,932 | 0 | 0 | 0 | For |
| Victory Capital | 59,655 | 0 | 0 | 0 | For |
| TARGET PORTFOLIO TRUST | 42,504 | 0 | 0 | 0 | For |
Showing the 25 largest of 72 asset managers. See all 72 in the interactive database.
Combines 4 wordings of this item as funds reported it.
94% Majority: yes · of votes cast
HEARTLAND FINANCIAL USA INC.’s own tally for this item (“Elect Director: Duane E. White”): 29,356,326 for, 1,720,593 withheld, per its Form 8-K filed 2024-05-28 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 42,790,564 outstanding shares: 69% for, 4% withheld (73% of the company cast a for/withheld vote).
The 72 asset managers below cast 100% of the shares they voted on this item FOR (15,772,952 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,154,524 | 0 | 0 | 0 | For |
| BlackRock | 2,475,134 | 0 | 0 | 0 | For |
| Dimensional | 1,886,532 | 0 | 0 | 0 | For |
| Thrivent | 1,555,667 | 0 | 0 | 0 | For |
| Fidelity | 1,499,450 | 0 | 0 | 0 | For |
| Charles Schwab | 1,396,670 | 0 | 0 | 0 | For |
| HARBOR FUNDS | 740,689 | 0 | 0 | 0 | For |
| American Century | 531,108 | 0 | 0 | 0 | For |
| State Street | 308,673 | 0 | 164 | 0 | For |
| TIAA | 264,276 | 0 | 0 | 0 | For |
| First Trust | 230,859 | 0 | 0 | 0 | For |
| Putnam | 152,755 | 0 | 0 | 0 | For |
| Nuveen | 141,149 | 0 | 0 | 0 | For |
| Goldman Sachs | 130,055 | 0 | 0 | 0 | For |
| EA Series Trust | 0 | 0 | 127,046 | 0 | Abstain |
| WisdomTree | 126,541 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 0 | 0 | 119,700 | 0 | Abstain |
| Equitable | 107,616 | 0 | 0 | 0 | For |
| Invesco | 106,925 | 0 | 0 | 0 | For |
| Virtus | 102,938 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 74,300 | 0 | 0 | 0 | For |
| JPMorgan | 69,375 | 0 | 0 | 0 | For |
| Lincoln Financial | 66,932 | 0 | 0 | 0 | For |
| Victory Capital | 59,655 | 0 | 0 | 0 | For |
| TARGET PORTFOLIO TRUST | 42,504 | 0 | 0 | 0 | For |
Showing the 25 largest of 72 asset managers. See all 72 in the interactive database.
Combines 4 wordings of this item as funds reported it.
98% Majority: yes · of votes cast
HEARTLAND FINANCIAL USA INC.’s own tally for this item (“Elect Director: Jennifer K. Hopkins”): 30,474,271 for, 602,648 withheld, per its Form 8-K filed 2024-05-28 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 42,790,564 outstanding shares: 71% for, 1% withheld (73% of the company cast a for/withheld vote).
The 72 asset managers below cast 100% of the shares they voted on this item FOR (16,036,446 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,154,524 | 0 | 0 | 0 | For |
| BlackRock | 2,475,134 | 0 | 0 | 0 | For |
| Dimensional | 1,886,532 | 0 | 0 | 0 | For |
| Thrivent | 1,555,667 | 0 | 0 | 0 | For |
| Fidelity | 1,499,450 | 0 | 0 | 0 | For |
| Charles Schwab | 1,396,670 | 0 | 0 | 0 | For |
| HARBOR FUNDS | 740,689 | 0 | 0 | 0 | For |
| American Century | 531,108 | 0 | 0 | 0 | For |
| State Street | 308,765 | 0 | 72 | 0 | For |
| TIAA | 264,276 | 0 | 0 | 0 | For |
| First Trust | 230,859 | 0 | 0 | 0 | For |
| Putnam | 152,755 | 0 | 0 | 0 | For |
| Nuveen | 141,149 | 0 | 0 | 0 | For |
| Goldman Sachs | 130,055 | 0 | 0 | 0 | For |
| EA Series Trust | 127,046 | 0 | 0 | 0 | For |
| WisdomTree | 126,541 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 119,700 | 0 | 0 | 0 | For |
| Equitable | 107,616 | 0 | 0 | 0 | For |
| Invesco | 106,925 | 0 | 0 | 0 | For |
| Virtus | 102,938 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 74,300 | 0 | 0 | 0 | For |
| JPMorgan | 69,375 | 0 | 0 | 0 | For |
| Lincoln Financial | 66,932 | 0 | 0 | 0 | For |
| Victory Capital | 59,655 | 0 | 0 | 0 | For |
| TARGET PORTFOLIO TRUST | 42,504 | 0 | 0 | 0 | For |
Showing the 25 largest of 72 asset managers. See all 72 in the interactive database.
Combines 4 wordings of this item as funds reported it.
95% Majority: yes · of votes cast
HEARTLAND FINANCIAL USA INC.’s own tally for this item (“Elect Director: John K. Schmidt”): 29,436,410 for, 1,640,509 withheld, per its Form 8-K filed 2024-05-28 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 42,790,564 outstanding shares: 69% for, 4% withheld (73% of the company cast a for/withheld vote).
The 72 asset managers below cast 100% of the shares they voted on this item FOR (15,777,155 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,154,524 | 0 | 0 | 0 | For |
| BlackRock | 2,475,134 | 0 | 0 | 0 | For |
| Dimensional | 1,886,532 | 0 | 0 | 0 | For |
| Thrivent | 1,555,667 | 0 | 0 | 0 | For |
| Fidelity | 1,499,450 | 0 | 0 | 0 | For |
| Charles Schwab | 1,396,670 | 0 | 0 | 0 | For |
| HARBOR FUNDS | 740,689 | 0 | 0 | 0 | For |
| American Century | 531,108 | 0 | 0 | 0 | For |
| State Street | 308,673 | 0 | 164 | 0 | For |
| TIAA | 264,276 | 0 | 0 | 0 | For |
| First Trust | 230,859 | 0 | 0 | 0 | For |
| Putnam | 152,755 | 0 | 0 | 0 | For |
| Nuveen | 141,149 | 0 | 0 | 0 | For |
| Goldman Sachs | 130,055 | 0 | 0 | 0 | For |
| EA Series Trust | 0 | 0 | 127,046 | 0 | Abstain |
| WisdomTree | 126,541 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 0 | 0 | 119,700 | 0 | Abstain |
| Equitable | 107,616 | 0 | 0 | 0 | For |
| Invesco | 106,925 | 0 | 0 | 0 | For |
| Virtus | 102,938 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 74,300 | 0 | 0 | 0 | For |
| JPMorgan | 69,375 | 0 | 0 | 0 | For |
| Lincoln Financial | 66,932 | 0 | 0 | 0 | For |
| Victory Capital | 59,655 | 0 | 0 | 0 | For |
| TARGET PORTFOLIO TRUST | 42,504 | 0 | 0 | 0 | For |
Showing the 25 largest of 72 asset managers. See all 72 in the interactive database.
Combines 4 wordings of this item as funds reported it.
98% Majority: yes · of votes cast
HEARTLAND FINANCIAL USA INC.’s own tally for this item (“Elect Director: Kathryn Graves Unger”): 30,329,808 for, 747,111 withheld, per its Form 8-K filed 2024-05-28 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 42,790,564 outstanding shares: 71% for, 2% withheld (73% of the company cast a for/withheld vote).
The 72 asset managers below cast 100% of the shares they voted on this item FOR (15,789,502 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,154,524 | 0 | 0 | 0 | For |
| BlackRock | 2,475,134 | 0 | 0 | 0 | For |
| Dimensional | 1,886,532 | 0 | 0 | 0 | For |
| Thrivent | 1,555,667 | 0 | 0 | 0 | For |
| Fidelity | 1,499,450 | 0 | 0 | 0 | For |
| Charles Schwab | 1,396,670 | 0 | 0 | 0 | For |
| HARBOR FUNDS | 740,689 | 0 | 0 | 0 | For |
| American Century | 531,108 | 0 | 0 | 0 | For |
| State Street | 308,720 | 0 | 117 | 0 | For |
| TIAA | 264,276 | 0 | 0 | 0 | For |
| First Trust | 230,859 | 0 | 0 | 0 | For |
| Putnam | 152,755 | 0 | 0 | 0 | For |
| Nuveen | 141,149 | 0 | 0 | 0 | For |
| Goldman Sachs | 130,055 | 0 | 0 | 0 | For |
| EA Series Trust | 0 | 0 | 127,046 | 0 | Abstain |
| WisdomTree | 126,541 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 0 | 0 | 119,700 | 0 | Abstain |
| Equitable | 107,616 | 0 | 0 | 0 | For |
| Invesco | 106,925 | 0 | 0 | 0 | For |
| Virtus | 102,938 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 74,300 | 0 | 0 | 0 | For |
| JPMorgan | 69,375 | 0 | 0 | 0 | For |
| Lincoln Financial | 66,932 | 0 | 0 | 0 | For |
| Victory Capital | 59,655 | 0 | 0 | 0 | For |
| TARGET PORTFOLIO TRUST | 42,504 | 0 | 0 | 0 | For |
Showing the 25 largest of 72 asset managers. See all 72 in the interactive database.
Combines 4 wordings of this item as funds reported it.
99% Majority: yes · of votes cast
HEARTLAND FINANCIAL USA INC.’s own tally for this item (“Elect Director: Margaret Lazo”): 30,619,423 for, 457,496 withheld, per its Form 8-K filed 2024-05-28 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 42,790,564 outstanding shares: 72% for, 1% withheld (73% of the company cast a for/withheld vote).
The 72 asset managers below cast 100% of the shares they voted on this item FOR (16,036,518 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,154,524 | 0 | 0 | 0 | For |
| BlackRock | 2,475,134 | 0 | 0 | 0 | For |
| Dimensional | 1,886,532 | 0 | 0 | 0 | For |
| Thrivent | 1,555,667 | 0 | 0 | 0 | For |
| Fidelity | 1,499,450 | 0 | 0 | 0 | For |
| Charles Schwab | 1,396,670 | 0 | 0 | 0 | For |
| HARBOR FUNDS | 740,689 | 0 | 0 | 0 | For |
| American Century | 531,108 | 0 | 0 | 0 | For |
| State Street | 308,837 | 0 | 0 | 0 | For |
| TIAA | 264,276 | 0 | 0 | 0 | For |
| First Trust | 230,859 | 0 | 0 | 0 | For |
| Putnam | 152,755 | 0 | 0 | 0 | For |
| Nuveen | 141,149 | 0 | 0 | 0 | For |
| Goldman Sachs | 130,055 | 0 | 0 | 0 | For |
| EA Series Trust | 127,046 | 0 | 0 | 0 | For |
| WisdomTree | 126,541 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 119,700 | 0 | 0 | 0 | For |
| Equitable | 107,616 | 0 | 0 | 0 | For |
| Invesco | 106,925 | 0 | 0 | 0 | For |
| Virtus | 102,938 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 74,300 | 0 | 0 | 0 | For |
| JPMorgan | 69,375 | 0 | 0 | 0 | For |
| Lincoln Financial | 66,932 | 0 | 0 | 0 | For |
| Victory Capital | 59,655 | 0 | 0 | 0 | For |
| TARGET PORTFOLIO TRUST | 42,504 | 0 | 0 | 0 | For |
Showing the 25 largest of 72 asset managers. See all 72 in the interactive database.
Combines 4 wordings of this item as funds reported it.
98% Majority: yes · of votes cast
HEARTLAND FINANCIAL USA INC.’s own tally for this item (“Elect Director: Opal G. Perry”): 30,534,468 for, 542,451 withheld, per its Form 8-K filed 2024-05-28 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 42,790,564 outstanding shares: 71% for, 1% withheld (73% of the company cast a for/withheld vote).
The 72 asset managers below cast 100% of the shares they voted on this item FOR (16,036,518 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,154,524 | 0 | 0 | 0 | For |
| BlackRock | 2,475,134 | 0 | 0 | 0 | For |
| Dimensional | 1,886,532 | 0 | 0 | 0 | For |
| Thrivent | 1,555,667 | 0 | 0 | 0 | For |
| Fidelity | 1,499,450 | 0 | 0 | 0 | For |
| Charles Schwab | 1,396,670 | 0 | 0 | 0 | For |
| HARBOR FUNDS | 740,689 | 0 | 0 | 0 | For |
| American Century | 531,108 | 0 | 0 | 0 | For |
| State Street | 308,837 | 0 | 0 | 0 | For |
| TIAA | 264,276 | 0 | 0 | 0 | For |
| First Trust | 230,859 | 0 | 0 | 0 | For |
| Putnam | 152,755 | 0 | 0 | 0 | For |
| Nuveen | 141,149 | 0 | 0 | 0 | For |
| Goldman Sachs | 130,055 | 0 | 0 | 0 | For |
| EA Series Trust | 127,046 | 0 | 0 | 0 | For |
| WisdomTree | 126,541 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 119,700 | 0 | 0 | 0 | For |
| Equitable | 107,616 | 0 | 0 | 0 | For |
| Invesco | 106,925 | 0 | 0 | 0 | For |
| Virtus | 102,938 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 74,300 | 0 | 0 | 0 | For |
| JPMorgan | 69,375 | 0 | 0 | 0 | For |
| Lincoln Financial | 66,932 | 0 | 0 | 0 | For |
| Victory Capital | 59,655 | 0 | 0 | 0 | For |
| TARGET PORTFOLIO TRUST | 42,504 | 0 | 0 | 0 | For |
Showing the 25 largest of 72 asset managers. See all 72 in the interactive database.
Combines 4 wordings of this item as funds reported it.
99% Majority: yes · of votes cast
HEARTLAND FINANCIAL USA INC.’s own tally for this item (“Elect Director: Paul W. Taylor”): 30,688,027 for, 388,892 withheld, per its Form 8-K filed 2024-05-28 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 42,790,564 outstanding shares: 72% for, 1.0% withheld (73% of the company cast a for/withheld vote).
The 72 asset managers below cast 100% of the shares they voted on this item FOR (16,036,518 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,154,524 | 0 | 0 | 0 | For |
| BlackRock | 2,475,134 | 0 | 0 | 0 | For |
| Dimensional | 1,886,532 | 0 | 0 | 0 | For |
| Thrivent | 1,555,667 | 0 | 0 | 0 | For |
| Fidelity | 1,499,450 | 0 | 0 | 0 | For |
| Charles Schwab | 1,396,670 | 0 | 0 | 0 | For |
| HARBOR FUNDS | 740,689 | 0 | 0 | 0 | For |
| American Century | 531,108 | 0 | 0 | 0 | For |
| State Street | 308,837 | 0 | 0 | 0 | For |
| TIAA | 264,276 | 0 | 0 | 0 | For |
| First Trust | 230,859 | 0 | 0 | 0 | For |
| Putnam | 152,755 | 0 | 0 | 0 | For |
| Nuveen | 141,149 | 0 | 0 | 0 | For |
| Goldman Sachs | 130,055 | 0 | 0 | 0 | For |
| EA Series Trust | 127,046 | 0 | 0 | 0 | For |
| WisdomTree | 126,541 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 119,700 | 0 | 0 | 0 | For |
| Equitable | 107,616 | 0 | 0 | 0 | For |
| Invesco | 106,925 | 0 | 0 | 0 | For |
| Virtus | 102,938 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 74,300 | 0 | 0 | 0 | For |
| JPMorgan | 69,375 | 0 | 0 | 0 | For |
| Lincoln Financial | 66,932 | 0 | 0 | 0 | For |
| Victory Capital | 59,655 | 0 | 0 | 0 | For |
| TARGET PORTFOLIO TRUST | 42,504 | 0 | 0 | 0 | For |
Showing the 25 largest of 72 asset managers. See all 72 in the interactive database.
Combines 4 wordings of this item as funds reported it.
98% Majority: yes · of votes cast
HEARTLAND FINANCIAL USA INC.’s own tally for this item (“Elect Director: Robert B. Engel”): 30,550,320 for, 526,599 withheld, per its Form 8-K filed 2024-05-28 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 42,790,564 outstanding shares: 71% for, 1% withheld (73% of the company cast a for/withheld vote).
The 72 asset managers below cast 100% of the shares they voted on this item FOR (16,036,446 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,154,524 | 0 | 0 | 0 | For |
| BlackRock | 2,475,134 | 0 | 0 | 0 | For |
| Dimensional | 1,886,532 | 0 | 0 | 0 | For |
| Thrivent | 1,555,667 | 0 | 0 | 0 | For |
| Fidelity | 1,499,450 | 0 | 0 | 0 | For |
| Charles Schwab | 1,396,670 | 0 | 0 | 0 | For |
| HARBOR FUNDS | 740,689 | 0 | 0 | 0 | For |
| American Century | 531,108 | 0 | 0 | 0 | For |
| State Street | 308,765 | 0 | 72 | 0 | For |
| TIAA | 264,276 | 0 | 0 | 0 | For |
| First Trust | 230,859 | 0 | 0 | 0 | For |
| Putnam | 152,755 | 0 | 0 | 0 | For |
| Nuveen | 141,149 | 0 | 0 | 0 | For |
| Goldman Sachs | 130,055 | 0 | 0 | 0 | For |
| EA Series Trust | 127,046 | 0 | 0 | 0 | For |
| WisdomTree | 126,541 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 119,700 | 0 | 0 | 0 | For |
| Equitable | 107,616 | 0 | 0 | 0 | For |
| Invesco | 106,925 | 0 | 0 | 0 | For |
| Virtus | 102,938 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 74,300 | 0 | 0 | 0 | For |
| JPMorgan | 69,375 | 0 | 0 | 0 | For |
| Lincoln Financial | 66,932 | 0 | 0 | 0 | For |
| Victory Capital | 59,655 | 0 | 0 | 0 | For |
| TARGET PORTFOLIO TRUST | 42,504 | 0 | 0 | 0 | For |
Showing the 25 largest of 72 asset managers. See all 72 in the interactive database.
Combines 4 wordings of this item as funds reported it.
99% Majority: yes · of votes cast
HEARTLAND FINANCIAL USA INC.’s own tally for this item (“Elect Director: Susan G Murphy”): 30,616,035 for, 460,884 withheld, per its Form 8-K filed 2024-05-28 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 42,790,564 outstanding shares: 72% for, 1% withheld (73% of the company cast a for/withheld vote).
The 72 asset managers below cast 100% of the shares they voted on this item FOR (16,036,446 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,154,524 | 0 | 0 | 0 | For |
| BlackRock | 2,475,134 | 0 | 0 | 0 | For |
| Dimensional | 1,886,532 | 0 | 0 | 0 | For |
| Thrivent | 1,555,667 | 0 | 0 | 0 | For |
| Fidelity | 1,499,450 | 0 | 0 | 0 | For |
| Charles Schwab | 1,396,670 | 0 | 0 | 0 | For |
| HARBOR FUNDS | 740,689 | 0 | 0 | 0 | For |
| American Century | 531,108 | 0 | 0 | 0 | For |
| State Street | 308,765 | 0 | 72 | 0 | For |
| TIAA | 264,276 | 0 | 0 | 0 | For |
| First Trust | 230,859 | 0 | 0 | 0 | For |
| Putnam | 152,755 | 0 | 0 | 0 | For |
| Nuveen | 141,149 | 0 | 0 | 0 | For |
| Goldman Sachs | 130,055 | 0 | 0 | 0 | For |
| EA Series Trust | 127,046 | 0 | 0 | 0 | For |
| WisdomTree | 126,541 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 119,700 | 0 | 0 | 0 | For |
| Equitable | 107,616 | 0 | 0 | 0 | For |
| Invesco | 106,925 | 0 | 0 | 0 | For |
| Virtus | 102,938 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 74,300 | 0 | 0 | 0 | For |
| JPMorgan | 69,375 | 0 | 0 | 0 | For |
| Lincoln Financial | 66,932 | 0 | 0 | 0 | For |
| Victory Capital | 59,655 | 0 | 0 | 0 | For |
| TARGET PORTFOLIO TRUST | 42,504 | 0 | 0 | 0 | For |
Showing the 25 largest of 72 asset managers. See all 72 in the interactive database.
Combines 3 wordings of this item as funds reported it.
99.1% fund support · no official result
The 66 asset managers below cast 99.1% of the shares they voted on this item FOR (14,269,924 for, 127,232 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,154,524 | 0 | 0 | 0 | For |
| BlackRock | 2,475,134 | 0 | 0 | 0 | For |
| Dimensional | 1,886,532 | 0 | 0 | 0 | For |
| Thrivent | 1,555,667 | 0 | 0 | 0 | For |
| Fidelity | 1,499,450 | 0 | 0 | 0 | For |
| HARBOR FUNDS | 740,689 | 0 | 0 | 0 | For |
| American Century | 531,108 | 0 | 0 | 0 | For |
| State Street | 308,790 | 47 | 0 | 0 | For |
| TIAA | 264,276 | 0 | 0 | 0 | For |
| First Trust | 230,859 | 0 | 0 | 0 | For |
| Nuveen | 141,149 | 0 | 0 | 0 | For |
| Goldman Sachs | 130,055 | 0 | 0 | 0 | For |
| EA Series Trust | 0 | 127,046 | 0 | 0 | Against |
| WisdomTree | 126,541 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 119,700 | 0 | 0 | 0 | For |
| Equitable | 107,616 | 0 | 0 | 0 | For |
| Invesco | 106,925 | 0 | 0 | 0 | For |
| Virtus | 102,938 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 74,300 | 0 | 0 | 0 | For |
| JPMorgan | 69,375 | 0 | 0 | 0 | For |
| Lincoln Financial | 66,932 | 0 | 0 | 0 | For |
| Victory Capital | 59,655 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 42,500 | 0 | 0 | 0 | For |
| MASTER INVESTMENT PORTFOLIO | 41,029 | 0 | 0 | 0 | For |
| Principal | 37,030 | 0 | 0 | 0 | For |
Showing the 25 largest of 66 asset managers. See all 66 in the interactive database.
100% fund support · no official result
The 8 asset managers below cast 100% of the shares they voted on this item FOR (1,639,362 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Charles Schwab | 1,396,670 | 0 | 0 | 0 | For |
| Putnam | 152,755 | 0 | 0 | 0 | For |
| TARGET PORTFOLIO TRUST | 42,504 | 0 | 0 | 0 | For |
| Prudential/PGIM | 19,200 | 0 | 0 | 0 | For |
| Global X | 19,032 | 0 | 0 | 0 | For |
| SEI | 7,875 | 0 | 0 | 0 | For |
| NEW COVENANT FUNDS | 1,003 | 0 | 0 | 0 | For |
| Nationwide | 323 | 0 | 0 | 0 | For |
Ranked by the number of HEARTLAND FINANCIAL USA INC. shares each manager voted on the most widely held ballot item of the 2023-2024 meeting, shown as a share of the 42,790,564 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | BlackRock | 11.65% |
| 2 | Vanguard | 7.58% |
| 3 | Thrivent | 7.33% |
| 4 | Charles Schwab | 6.53% |
| 5 | Dimensional | 4.97% |
| 6 | Fidelity | 4.97% |
| 7 | EARNEST PARTNERS LLC | 4.35% |
| 8 | American Century | 2.49% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 2.15% |
| 10 | HARBOR FUNDS | 1.73% |
Positions disclosed to the SEC on Schedules 13D and 13G, Form 13F and the company’s own proxy statement (DEF 14A).
| Holder | % outstanding | Disclosure |
|---|---|---|
| BlackRock, Inc. | 13.80% | DEF14A |
| The Vanguard Group | 7.56% | 13G |
| Earnest Partners, LLC | 6.17% | DEF14A |
| Dimensional Fund Advisors | 5.15% | 13F |
| Charles Schwab | 3.27% | 13F |
| State Street | 2.86% | 13F |
| Geode Capital | 2.15% | 13F |
| Nuveen | 1.28% | 13F |
| Northern Trust | 0.95% | 13F |
| Norges Bank | 0.84% | 13F |
Percentages above are of 42,790,564 shares outstanding, as reported by HEARTLAND FINANCIAL USA INC. on its Form 10-Q dated 2024-05-07 (see the filing on EDGAR). This is the count contemporaneous with the 2023-2024 meeting, so the percentages are the ones that were true then, not ones restated against today’s share count.
Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered investment companies and institutional managers disclose how they voted every proxy, and Form 8-K Item 5.07, in which the company reports its own meeting results. Shares outstanding are taken from HEARTLAND FINANCIAL USA INC.’s 10-Q dated 2024-05-07. This page is a static snapshot rebuilt weekly on 02 October 2026; a live search always shows the current data.
At HEARTLAND FINANCIAL USA INC.'s shareholder meeting held 2024-05-22, in the 2023-2024 proxy season, 233 asset managers reported how they voted in their SEC Form N-PX filings, covering 4,030 separate fund positions. Their filings are grouped here into 16 reported items; because filers word the same ballot item differently, that can be more than the number of items on the ballot. HEARTLAND FINANCIAL USA INC.'s own Form 8-K tally for this meeting is published below, but no row in it could be matched to the most widely held item, so this page states no certified outcome for that item. On that item — Non-binding, advisory vote on executive compensation. — the reporting funds cast 94% of the shares they voted in favour (FOR divided by FOR plus AGAINST, the conventional basis for proxy support; abstentions, broker non-votes and unvoted shares are excluded because none of them took a side). That is the aggregate of those managers' own N-PX disclosures, not the company's certified result, and the funds are a subset of all shareholders.
HEARTLAND FINANCIAL USA INC. proxy season coverage: 2023-2024 (this page) · 2024-2025.