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Heartland Financial USA, Inc. 2024-2025 Proxy Voting Records

Compiled from SEC Form N-PX filings. Page generated 02 October 2026.

  • 7Reported items
  • 224Asset managers
  • 917Fund votes
  • 2024-08-06Meeting date

Proxy season: 2023-2024 2024-2025

Explore Heartland Financial USA, Inc. in the interactive database Compare manager voting policies

How asset managers voted at the Heartland Financial USA, Inc. 2024-2025 meeting

Each item below shows how the 224 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.

1. HTLF compensation proposal: Proposal to approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to HTLF's named executive officers that is based on or otherwise relates to the mergers; and

SECTION 14A SAY-ON-PAY VOTES

Combines 7 wordings of this item as funds reported it.

98% fund support · no official result

FOR 98%

The 216 asset managers below cast 98% of the shares they voted on this item FOR (28,680,096 for, 617,236 against).

FOR: 28,680,096 (97.8%)AGAINST: 617,236 (2.1%)ABSTAIN: 39,294 (0.1%)
Largest asset managers voting on “HTLF compensation proposal: Proposal to approve, on a non-binding, advisory basis, the compensation that may b” at Heartland Financial USA, Inc., 2024-2025
Asset managerForAgainst AbstainWithheldVote
BlackRock3,075,7900 00For
Vanguard3,070,7390 00For
Charles Schwab2,800,7280 00For
Dimensional2,334,4410 00For
Fidelity1,993,5390 00For
EARNEST PARTNERS LLC1,929,6210 00For
State Street1,496,3830 00For
American Century1,053,8200 00For
GEODE CAPITAL MANAGEMENT, LLC960,8500 00For
AQR847,1490 00For
HARBOR FUNDS824,7980 00For
Magnetar Financial LLC715,6510 00For
Thrivent683,0570 00For
Nuveen629,2010 00For
AllianceBernstein412,8080 00For
Northern Trust390,6010 00For
NEW YORK STATE COMMON RETIREMENT FUND0355,827 00Against
Slotnik Capital, LLC308,5340 00For
Stieven Capital Advisors, L.P.267,6280 00For
TIAA266,1740 00For
Invesco231,1540 00For
First Trust216,8290 00For
MELLON INVESTMENTS Corp186,8660 00For
BALYASNY ASSET MANAGEMENT L.P.180,9150 00For
WisdomTree145,0670 00For

Showing the 25 largest of 216 asset managers. See all 216 in the interactive database.

2. HTLF ADJOURNMENT PROPOSAL: PROPOSAL TO ADJOURN OR POSTPONE THE HTLF SPECIAL MEETING, IF NECESSARY OR APPROPRIATE, TO SOLICIT ADDITIONAL PROXIES IF, IMMEDIATELY PRIOR TO SUCH ADJOURNMENT OR POSTPONEMENT, THERE ARE NOT SUFFICIENT VOTES TO APPROVE THE HTLF MERGER PROPOSAL OR TO ENSURE THAT ANY SUPPLEMENT OR AMENDMENT TO THE ACCOMPANYING JOINT PROXY STATEMENT/PROSPECTUS IS TIMELY PROVIDED TO HOLDERS O

CORPORATE GOVERNANCE

93% fund support · no official result

FOR 93%

The 71 asset managers below cast 93% of the shares they voted on this item FOR (13,101,890 for, 928,454 against).

FOR: 13,101,890 (93.4%)AGAINST: 928,454 (6.6%)
Largest asset managers voting on “HTLF ADJOURNMENT PROPOSAL: PROPOSAL TO ADJOURN OR POSTPONE THE HTLF SPECIAL MEETING, IF NECESSARY OR APPROPRIA” at Heartland Financial USA, Inc., 2024-2025
Asset managerForAgainst AbstainWithheldVote
Vanguard2,963,9090 00For
Dimensional2,092,8310 00For
BlackRock1,531,5910 00For
Fidelity555,474890,287 00Against
Charles Schwab1,400,3640 00For
HARBOR FUNDS824,7980 00For
American Century525,6270 00For
Thrivent339,5160 00For
State Street330,7690 00For
AQR328,6420 00For
TIAA266,1740 00For
First Trust212,2180 00For
WisdomTree145,0670 00For
MERGER FUND124,0850 00For
BRIDGEWAY FUNDS INC119,7000 00For
Virtus118,1790 00For
Nuveen117,0330 00For
Equitable109,8950 00For
Invesco107,3020 00For
EA Series Trust101,5560 00For
QUANTITATIVE MASTER SERIES LLC80,0080 00For
Direxion Shares ETF Trust65,9440 00For
Lincoln Financial11,73632,638 00Against
HOTCHKIS & WILEY FUNDS /DE/42,5000 00For
Principal41,1980 00For

Showing the 25 largest of 71 asset managers. See all 71 in the interactive database.

3. HTLF merger proposal: Proposal to approve and adopt the Agreement and Plan of Merger, dated as of April 28, 2024, by and among UMB Financial Corporation, Heartland Financial USA, Inc. ("HTLF") and Blue Sky Merger Sub Inc. and the transactions contemplated thereby;

EXTRAORDINARY TRANSACTIONS

Combines 3 wordings of this item as funds reported it.

100% fund support · no official result

FOR 100%

The 70 asset managers below cast 100% of the shares they voted on this item FOR (14,048,757 for, 0 against).

FOR: 14,048,757 (100.0%)
Largest asset managers voting on “HTLF merger proposal: Proposal to approve and adopt the Agreement and Plan of Merger, dated as of April 28, 20” at Heartland Financial USA, Inc., 2024-2025
Asset managerForAgainst AbstainWithheldVote
Vanguard2,963,9090 00For
Dimensional2,092,8310 00For
BlackRock1,531,5910 00For
Fidelity1,445,7610 00For
Charles Schwab1,400,3640 00For
HARBOR FUNDS824,7980 00For
American Century525,6270 00For
Thrivent339,5160 00For
State Street330,7690 00For
AQR328,6420 00For
TIAA266,1740 00For
First Trust212,2180 00For
WisdomTree145,0670 00For
MERGER FUND124,0850 00For
BRIDGEWAY FUNDS INC119,7000 00For
Virtus118,1790 00For
Nuveen117,0330 00For
Equitable109,8950 00For
Invesco107,3020 00For
EA Series Trust101,5560 00For
QUANTITATIVE MASTER SERIES LLC80,0080 00For
Direxion Shares ETF Trust65,9440 00For
Lincoln Financial44,3740 00For
HOTCHKIS & WILEY FUNDS /DE/42,5000 00For
Principal41,1980 00For

Showing the 25 largest of 70 asset managers. See all 70 in the interactive database.

4. Advisory Vote on Golden Parachutes

SECTION 14A SAY-ON-PAY VOTES

100% fund support · no official result

FOR 100%

The 4 asset managers below cast 100% of the shares they voted on this item FOR (115,989 for, 0 against).

FOR: 115,989 (100.0%)
Largest asset managers voting on “Advisory Vote on Golden Parachutes” at Heartland Financial USA, Inc., 2024-2025
Asset managerForAgainst AbstainWithheldVote
JPMorgan71,2730 00For
First Trust29,0110 00For
Virtus8,8050 00For
Empower6,9000 00For

5. Adjourn Meeting

CORPORATE GOVERNANCE

100% fund support · no official result

FOR 100%

The 2 asset managers below cast 100% of the shares they voted on this item FOR (35,911 for, 0 against).

FOR: 35,911 (100.0%)
Largest asset managers voting on “Adjourn Meeting” at Heartland Financial USA, Inc., 2024-2025
Asset managerForAgainst AbstainWithheldVote
First Trust29,0110 00For
Empower6,9000 00For

6. Approve Merger Agreement

EXTRAORDINARY TRANSACTIONS

100% fund support · no official result

FOR 100%

The 2 asset managers below cast 100% of the shares they voted on this item FOR (35,911 for, 0 against).

FOR: 35,911 (100.0%)
Largest asset managers voting on “Approve Merger Agreement” at Heartland Financial USA, Inc., 2024-2025
Asset managerForAgainst AbstainWithheldVote
First Trust29,0110 00For
Empower6,9000 00For

7. HTLF MERGER PROPOSAL: PROPOSAL TO APPROVE AND ADOPT THE AGREEMENT AND PLAN OF MERGER, DATED AS OF APRIL 28, 2024, BY AND AMONG UMB FINANCIAL CORPORATION, HEARTLAND FINANCIAL USA, INC. (HTLF&QUOT) AND BLUE SKY MERGER SUB INC. AND THE TRANSACTIONS CONTEMPLATED THEREBY. &QUOT

EXTRAORDINARY TRANSACTIONS

100% fund support · no official result

FOR 100%

The 2 asset managers below cast 100% of the shares they voted on this item FOR (7,219 for, 0 against).

FOR: 7,219 (100.0%)
Largest asset managers voting on “HTLF MERGER PROPOSAL: PROPOSAL TO APPROVE AND ADOPT THE AGREEMENT AND PLAN OF MERGER, DATED AS OF APRIL 28, 20” at Heartland Financial USA, Inc., 2024-2025
Asset managerForAgainst AbstainWithheldVote
TIMOTHY PLAN7,0730 00For
Advisors' Inner Circle Fund III1460 00For

Largest Heartland Financial USA, Inc. shareholders voting in 2024-2025

Ranked by the number of Heartland Financial USA, Inc. shares each manager voted on the most widely held ballot item of the 2024-2025 meeting, shown as a share of the 42,790,564 shares outstanding at the time of that meeting.

Top Heartland Financial USA, Inc. shareholders by shares voted, 2024-2025
#Asset manager % of shares outstanding
1BlackRock 7.19%
2Vanguard 7.18%
3Charles Schwab 6.55%
4Dimensional 5.46%
5Fidelity 4.66%
6EARNEST PARTNERS LLC 4.51%
7State Street 3.50%
8American Century 2.46%
9GEODE CAPITAL MANAGEMENT, LLC 2.25%
10AQR 1.98%

Reported Heartland Financial USA, Inc. ownership

Positions disclosed to the SEC on Schedules 13D and 13G, Form 13F and the company’s own proxy statement (DEF 14A).

Heartland Financial USA, Inc. beneficial owners on record for the 2024-2025 proxy season
Holder % outstanding Disclosure
BlackRock, Inc. 13.80% DEF14A
The Vanguard Group 7.56% DEF14A
Earnest Partners, LLC 6.17% DEF14A
Nuveen 0.89% 13F
Martin J. Schmitz 0.65% DEF14A
Norges Bank 0.61% 13F
John K. Schmidt 0.29% DEF14A
Thomas L. Flynn 0.23% DEF14A
Bruce K. Lee 0.17% DEF14A
Bryan R. McKeag 0.10% DEF14A

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 2024-2025 meeting, so the percentages are the ones that were true then, not ones restated against today’s share count.

About this page

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 2024-08-06, in the 2024-2025 proxy season, 224 asset managers reported how they voted in their SEC Form N-PX filings, covering 917 separate fund positions. Their filings are grouped here into 7 reported items; because filers word the same ballot item differently, that can be more than the number of items on the ballot. No official Form 8-K vote tally has been matched to this meeting, so this page states no certified outcome for its most widely held ballot item. On that item — HTLF compensation proposal: Proposal to approve, on a non-binding, advisory basis, the… — the reporting funds cast 98% 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 · 2024-2025 (this page).