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| Heartland Advisors Inc
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|---|---|
| CRD # | 29433 |
| SEC # | 801-19074 |
| CIK # | 0000937394 |
| AUM | 1,920.6 M (2026-02-26) |
| Employees | 26 (38% Investors, 69% Brokers) |
| Fees | |
| Minimum | |
| Phone | 414-347-7777 |
| Address | 790 N Water Street Suite 1200 Milwaukee, WI 53202 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0000937394 |
| Sector | Form 13F Holdings | Value ($B) |
|---|---|---|
| Centerra Gold Inc | 0.0 | |
| Texas Capital Bancshares Inc/Tx | 0.0 | |
| Silicon Motion Technology Corp | 0.0 | |
| Encore Capital Group Inc | 0.0 | |
| Century Communities Inc | 0.0 | |
| Teleflex Inc | 0.0 | |
| Teledyne Technologies Inc | 0.0 | |
| Viper Energy Inc | 0.0 | |
| Eldorado Gold Corp /FI | 0.0 | |
| Associated Banc-Corp | 0.0 | |
| National Oilwell Varco Inc | 0.0 | |
| Greatbatch Inc | 0.0 | |
| Capital City Bank Group Inc | 0.0 | |
| Exelon Corp | 0.0 | |
| Public Storage | 0.0 | |
| EOG Resources Inc | 0.0 | |
| Cass Information Systems Inc | 0.0 | |
| TPG Pace Energy Holdings Corp | 0.0 | |
| Hunt J B Transport Services Inc | 0.0 | |
| Seacoast Banking Corp of Florida | 0.0 | |
| Watsco Inc | 0.0 | |
| Academy Sports & Outdoors Inc | 0.0 | |
| Hershey Co | 0.0 | |
| Becton Dickinson & Co | 0.0 | |
| Camden Property Trust | 0.0 | |
| Gates Industrial Corp PLC | 0.0 | |
| EZCORP Inc | 0.0 | |
| Phinia Inc | 0.0 | |
| Glacier Bancorp Inc | 0.0 | |
| Primo Brands Corp | 0.0 | Prev | Page 1 | Next |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 32 | 0.0 |
| (b) Individuals (high net worth individuals) | 48 | 0.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 3 | 1.6 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 93 | 1.9 |
| By Discretionary | ||
| Discretionary | 93 | 1.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 93 | 1.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.9 | |
| Total | 93 | 1.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000937394] | |
| 3 | [0000937394] | |
| 4 | [0000937394] | |
| SC 13D | [0000937394] | |
| SC 13G | [0000937394] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $2.9B |
| Clients | 2 |
| Serves | Institutional, Retail |
| LEI | 549300TUL0268YE0PK56 |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| Heartland Advisors Inc | |
| Perma Fix Environmental Services Inc | |
| Nasgovitz William J | |
| Interpace Biosciences Inc | |
| Lincoln Educational Services Corp | |
| Hudson Highland Group Inc |
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|---|---|---|
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CA | 1,928.1 M |
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|
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CT | 1,923.4 M |
|
Falcon Wealth Planning Inc
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CA | 1,919.8 M |
|
Novare Capital Management
✚
|
NC | 1,917.1 M |
|
Artemis Wealth Advisors LLC
✚
|
NY | 1,914.5 M |