HTLDNasdaqTrucking (No Local)Fiscal year ends December 31
HEARTLAND EXPRESS INC
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 10, 2026
$10.53−0.42 (-3.84%)
Close on Oct 19, 2026
- Market cap
- $815.41M
- P/E (TTM)
- –
- Dividend yield
- 0.76%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
49.1%
38M of 77M shares
Institutional holders
200
43 new, 21 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
1 buys · 1 sales
Net sold $460.69K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 6,293,357 | 8.10% | 13G (passive) amendment | Sep 30, 2025 |
| Dimensional Fund Advisors LP | 3,873,653 | 5.00% | 13G (passive) | Mar 31, 2026 |
| Gerdin Michael J | 31,953,890 | 40.70% | 13D (active) amendment | May 5, 2025 |
| Janssen Angela K | 21,911,574 | 28.30% | 13G (passive) amendment | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of HTLD | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 6,867,465 | 8.88% | $104.52M | +76,125 | 0.00% |
| Dimensional Fund Advisors LP | 4,003,566 | 5.18% | $60.94M | +129,913 | 0.01% |
| Vanguard Capital Management LLC | 2,067,376 | 2.67% | $31.47M | −175,056 | 0.00% |
| State Street Corp | 1,979,911 | 2.56% | $30.17M | −85,955 | 0.00% |
| American Century Companies Inc | 1,735,169 | 2.24% | $26.41M | −95,174 | 0.01% |
| Arrowstreet Capital, Limited Partnership | 1,374,534 | 1.78% | $20.92M | +785,724 | 0.01% |
| Two Sigma Investments, LP | 1,371,702 | 1.77% | $20.88M | −68,432 | 0.02% |
| Geode Capital Management, LLC | 1,174,602 | 1.52% | $17.88M | −9,356 | 0.00% |
| Ameriprise Financial Inc | 1,096,054 | 1.42% | $16.68M | +112,563 | 0.00% |
| Charles Schwab Investment Management Inc | 973,500 | 1.26% | $14.82M | −116,050 | 0.00% |
| Wallace Capital Management Inc. | 965,007 | 1.25% | $14.69M | −6,060 | 1.61% |
| Vanguard Portfolio Management LLC | 819,448 | 1.06% | $12.47M | +7,804 | 0.00% |
| Bridgeway Capital Management, LLC | 533,534 | 0.69% | $8.12M | +25,740 | 0.14% |
| Morgan Stanley | 493,746 | 0.64% | $7.51M | +23,029 | 0.00% |
| Goldman Sachs Group Inc | 491,186 | 0.64% | $7.48M | −139,495 | 0.00% |
| Citadel Advisors LLC | 485,506 | 0.63% | $7.39M | +436,333 | 0.00% |
| EVR Research LP | 480,000 | 0.62% | $7.31M | +150,000 | 3.61% |
| Frontier Capital Management Co LLC | 468,578 | 0.61% | $7.13M | New | 0.07% |
| Dean Investment Associates, LLC | 458,623 | 0.59% | $6.98M | +110,092 | 0.92% |
| Northern Trust Corp | 444,818 | 0.58% | $6.77M | −4,467 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 200 | 38M | 49.1% | 43 / 53 | 60 / 21 | 5M | 4M |
| Q1 2026 | 182 | 37M | 47.5% | 29 / 69 | 48 / 18 | 7M | 4M |
| Q4 2025 | 174 | 37M | 47.5% | 21 / 64 | 66 / 23 | 3M | 4M |
| Q3 2025 | 177 | 37M | 48.2% | 30 / 62 | 59 / 29 | 5M | 7M |
| Q2 2025 | 177 | 39M | 49.9% | 23 / 83 | 49 / 33 | 6M | 4M |
| Q1 2025 | 188 | 37M | 48.0% | 38 / 67 | 65 / 24 | 5M | 6M |
| Q4 2024 | 176 | 40M | 51.3% | 30 / 53 | 60 / 16 | 3M | 3M |
| Q3 2024 | 163 | 40M | 51.7% | 25 / 59 | 54 / 14 | 11M | 5M |
| Q2 2024 | 154 | 41M | 52.7% | 27 / 62 | 44 / 39 | 4M | 8M |
| Q1 2024 | 168 | 45M | 58.5% | 32 / 55 | 57 / 22 | 4M | 3M |
| Q4 2023 | 158 | 45M | 57.9% | 19 / 49 | 64 / 18 | 5M | 3M |
| Q3 2023 | 158 | 43M | 55.1% | 13 / 55 | 58 / 18 | 3M | 3M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of HTLD | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 2,755,028 | 3.56% | $41.93M | 0.04% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 1,493,433 | 1.93% | $22.73M | 0.00% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 1,369,702 | 1.77% | $20.53M | 0.08% | May 31, 2026 |
| U.S. Small Cap Value Portfolio | 1,038,860 | 1.34% | $12.71M | 0.07% | Jul 31, 2026 |
| iShares Russell 2000 ETF | 1,006,609 | 1.30% | $15.32M | 0.02% | Jun 30, 2026 |
| Columbia Small Cap Value Discovery Fund | 708,516 | 0.92% | $8.67M | 0.35% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 524,612 | 0.68% | $7.98M | 0.01% | Jun 30, 2026 |
| Dimensional U.S. Targeted Value ETF | 511,976 | 0.66% | $6.26M | 0.04% | Jul 31, 2026 |
| Dean Small Cap Value | 455,819 | 0.59% | $6.94M | 3.58% | Jun 30, 2026 |
| Dimensional US Small Cap Value ETF | 450,603 | 0.58% | $5.51M | 0.07% | Jul 31, 2026 |
| U.S. Targeted Value Portfolio | 446,393 | 0.58% | $5.46M | 0.03% | Jul 31, 2026 |
| Fidelity Small Cap Index Fund | 424,900 | 0.55% | $5.20M | 0.02% | Jul 31, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 417,017 | 0.54% | $6.35M | 0.04% | Jun 30, 2026 |
| iShares S&P Small-Cap 600 Value ETF | 396,233 | 0.51% | $6.03M | 0.08% | Jun 30, 2026 |
| iShares Russell 2000 Value ETF | 369,460 | 0.48% | $5.62M | 0.04% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Michael J. Gerdin | Chief Executive Officer, Director, 10% owner | 23,472,506 | 30.35% | May 21, 2026 |
| Kris Eric Eickman | VP of Information Technology | 8,487 | 0.01% | May 18, 2026 |
| Christopher Alan Strain | Vice President/CFO/Treasurer | 21,500 | 0.03% | May 18, 2026 |
| Kent Daryl Rigdon | Chief Operating Officer | 1,360 | 0.00% | May 18, 2026 |
| Joshua Stefan Helmich | CAO and Secretary | 8,113 | 0.01% | May 18, 2026 |
| Todd Allan Trimble | VP of Safety and Security | 13,287 | 0.02% | Apr 3, 2025 |
| James G. Pratt | Director | 58,429 | 0.08% | Sep 2, 2026 |
| David Paul Millis | Director | 28,387 | 0.04% | Jun 17, 2026 |
| David P. Spalding | Director | 2,000 | 0.00% | Jun 12, 2026 |
| Amanda Hupfeld | Director | 2,000 | 0.00% | May 14, 2025 |
| Julie J. Durr | – | 22,522,813 | 29.12% | May 21, 2026 |
| Angela K. Janssen | – | 12,705,818 | 16.43% | May 21, 2026 |
| S. Gerdin Revocable Trust Ann | 10% owner | 23,152,643 | 29.94% | May 21, 2026 |
| Ann S. Gerdin | 10% owner | 16,907,769 | 21.86% | May 21, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| James G. Pratt Director | Aug 31, 2026 | Award | +5,000 | – | – | 35,000 |
| David Paul Millis Director | Jun 15, 2026 | Sale | −31,402 | $15.67 | $492.07K | 28,387 |
| David P. Spalding Director | Jun 10, 2026 | Buy | +2,000 | $15.69 | $31.38K | 2,000 |
| Michael J. Gerdin Chief Executive Officer, Director, 10% owner | May 19, 2026 | Gift | +4,474,456 | – | – | 8,939,532 |
| Michael J. Gerdin Chief Executive Officer, Director, 10% owner | May 19, 2026 | Gift | −4,474,456 | – | – | 10,000,000 |
| Ann S. Gerdin 10% owner | May 19, 2026 | Gift | +4,474,456 | – | – | 8,939,532 |
| Kris Eric Eickman VP of Information Technology | May 15, 2026 | Award | +500 | – | – | 8,487 |
| Kris Eric Eickman VP of Information Technology | May 15, 2026 | Tax withholding | −167 | $13.30 | $2.22K | 8,320 |
| Angela K. Janssen – | May 15, 2026 | Award | +500 | – | – | 9,313 |
| Joshua Stefan Helmich CAO and Secretary | May 15, 2026 | Award | +500 | – | – | 8,113 |
| Joshua Stefan Helmich CAO and Secretary | May 15, 2026 | Tax withholding | −167 | $13.30 | $2.22K | 7,946 |
| Christopher Alan Strain Vice President/CFO/Treasurer | May 15, 2026 | Award | +500 | – | – | 21,500 |
| Kent Daryl Rigdon Chief Operating Officer | May 15, 2026 | Tax withholding | −167 | $13.30 | $2.22K | 1,360 |
| Kent Daryl Rigdon Chief Operating Officer | May 15, 2026 | Award | +500 | – | – | 1,527 |
| David Paul Millis President of Millis Transfer, Director | Apr 24, 2026 | Award | +2,000 | – | – | 60,534 |
| David Paul Millis President of Millis Transfer, Director | Apr 24, 2026 | Tax withholding | −746 | $13.03 | $9.72K | 59,788 |
| David Paul Millis President of Millis Transfer, Director | Apr 22, 2026 | Award | +2,866 | – | – | 59,603 |
| David Paul Millis President of Millis Transfer, Director | Apr 22, 2026 | Tax withholding | −1,069 | $11.58 | $12.38K | 58,534 |
| Michael J. Gerdin Chief Executive Officer, Director, 10% owner | Dec 1, 2025 | Gift | +10,000,000 | – | – | 14,474,456 |
| Michael J. Gerdin Chief Executive Officer, Director, 10% owner | Dec 1, 2025 | Gift | −10,000,000 | – | – | 4,465,076 |
| Angela K. Janssen – | Dec 1, 2025 | Gift | −10,000,000 | – | – | 4,465,076 |
| David Paul Millis President of Millis Transfer, Director | Oct 22, 2025 | Award | +11,947 | – | – | 60,666 |
| David Paul Millis President of Millis Transfer, Director | Oct 22, 2025 | Tax withholding | −3,929 | $8.37 | $32.89K | 56,737 |
| Joshua Stefan Helmich SVP and CFO of CFI | Oct 1, 2025 | Tax withholding | −70 | $8.33 | $583 | 7,613 |
| Kent Daryl Rigdon Chief Operating Officer | Oct 1, 2025 | Tax withholding | −70 | $8.33 | $583 | 1,027 |
| Michael J. Gerdin Chief Executive Officer, Director, 10% owner | Aug 18, 2025 | Buy | +24,798 | $8.19 | $203.10K | 1,491,868 |
| Michael J. Gerdin Chief Executive Officer, Director, 10% owner | Aug 15, 2025 | Buy | +3,888 | $8.20 | $31.88K | 1,467,070 |
| Michael J. Gerdin Chief Executive Officer, Director, 10% owner | Aug 14, 2025 | Buy | +1,314 | $8.20 | $10.77K | 1,463,182 |
| Kent Daryl Rigdon Chief Operating Officer | Jul 1, 2025 | Tax withholding | −86 | $8.93 | $768 | 1,097 |
| Joshua Stefan Helmich SVP and CFO of CFI | Jul 1, 2025 | Tax withholding | −86 | $8.93 | $768 | 7,683 |
| S. Gerdin Revocable Trust Ann 10% owner | May 14, 2025 | Gift | +5,525,544 | – | – | 14,465,076 |
| James G. Pratt Director | May 14, 2025 | Buy | +6,571 | $8.96 | $58.88K | 30,000 |
| Michael J. Gerdin Chief Executive Officer, Director, 10% owner | May 14, 2025 | Gift | −5,525,544 | – | – | 4,474,456 |
| Michael J. Gerdin Chief Executive Officer, Director, 10% owner | May 14, 2025 | Gift | +5,525,544 | – | – | 14,465,076 |
| Angela K. Janssen – | May 12, 2025 | Buy | +167,644 | $8.95 | $1.50M | 1,214,500 |
| Amanda Hupfeld Director | May 12, 2025 | Buy | +2,000 | $8.76 | $17.52K | 2,000 |
| Michael J. Gerdin Chief Executive Officer, Director, 10% owner | May 9, 2025 | Buy | +148,272 | $8.50 | $1.26M | 438,282 |
| Angela K. Janssen – | May 8, 2025 | Buy | +100,149 | $8.23 | $824.23K | 1,700,249 |
| Angela K. Janssen – | May 7, 2025 | Buy | +148,272 | $7.70 | $1.14M | 1,046,856 |
| Angela K. Janssen – | May 6, 2025 | Buy | +148,272 | $7.60 | $1.13M | 1,600,100 |
| Michael J. Gerdin Chief Executive Officer, Director, 10% owner | May 5, 2025 | Buy | +148,272 | $7.85 | $1.16M | 1,461,868 |
| Joshua Stefan Helmich SVP and CFO of CFI | Apr 1, 2025 | Tax withholding | −83 | $9.30 | $772 | 7,769 |
| Todd Allan Trimble VP of Safety and Security | Apr 1, 2025 | Tax withholding | −83 | $9.30 | $772 | 13,287 |
| Kent Daryl Rigdon Chief Operating Officer | Apr 1, 2025 | Tax withholding | −78 | $9.30 | $725 | 2,316 |
| Julie J. Durr – | Jan 1, 2025 | Award | +1,000 | – | – | 8,813 |
| Joshua Stefan Helmich SVP and CFO of CFI | Jan 1, 2025 | Award | +1,000 | – | – | 7,852 |
| Todd Allan Trimble VP of Safety and Security | Jan 1, 2025 | Award | +1,000 | – | – | 13,453 |
| Todd Allan Trimble VP of Safety and Security | Jan 1, 2025 | Tax withholding | −83 | $10.96 | $910 | 13,370 |
| Christopher Alan Strain Vice President/CFO/Treasurer | Jan 1, 2025 | Award | +1,000 | – | – | 21,000 |
| Kris Eric Eickman VP of Information Technology | Jan 1, 2025 | Award | +1,000 | – | – | 7,987 |
| Kent Daryl Rigdon Chief Operating Officer | Jan 1, 2025 | Tax withholding | −83 | $10.96 | $910 | 2,394 |
| Kent Daryl Rigdon Chief Operating Officer | Jan 1, 2025 | Award | +1,000 | – | – | 2,477 |
| David Paul Millis President of Millis Transfer, Director | Dec 19, 2024 | Award | +8,489 | $11.57 | $98.22K | 48,719 |
| Ann S. Gerdin 10% owner | Dec 2, 2024 | Gift | +429,094 | – | – | 8,939,532 |
| Michael J. Gerdin Chief Executive Officer, Director, 10% owner | Dec 2, 2024 | Gift | +429,094 | – | – | 8,939,532 |
| Michael J. Gerdin Chief Executive Officer, Director, 10% owner | Dec 2, 2024 | Gift | −429,094 | – | – | 10,000,000 |
| Angela K. Janssen – | Nov 18, 2024 | Buy | +49,506 | $12.24 | $605.95K | 898,584 |
| Michael J. Gerdin Chief Executive Officer, Director, 10% owner | Nov 12, 2024 | Buy | +1,683 | $11.99 | $20.18K | 1,313,596 |
| Michael J. Gerdin Chief Executive Officer, Director, 10% owner | Nov 8, 2024 | Buy | +35,960 | $11.97 | $430.44K | 1,311,913 |
| Michael J. Gerdin Chief Executive Officer, Director, 10% owner | Nov 7, 2024 | Buy | +10,951 | $11.99 | $131.30K | 1,275,953 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.