Arkolith/Funds/Heartland Advisors Inc

Heartland Advisors Inc

CIK 937394
Holdings as of Jun 30, 2026·disclosed Aug 11, 2026·~42-day 13F lag·13F-HR
Active Filer

Heartland Advisors Inc holds a diversified book of 244 stocks worth $2.2B as of Q2 2026 (disclosed Aug 11, 2026, a ~42-day 13F lag). This quarter they opened Parsons Corp and trimmed Silicon Motion Technol-ADR. Their largest long position is Silicon Motion Technol-ADR at 2% of the equity book.

Opened
43
bought for the first time
Added to
64
already held, bought more
Trimmed
113
sold some, still holds it
Sold out
12
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
8%
Top 10 holdings
14%
Top 20 holdings
24%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

100% mapped to company sectors

Industrials
19%
Financials
18%
Information Technology
14%
Consumer Discretionary
11%
Health Care
11%
Materials
7%
Real Estate
6%
Energy
6%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Heartland Advisors Inc

Manager / fundShared namesTheir $ in those
BlackRock, Inc.80 / 80$83.5B
GEODE CAPITAL MANAGEMENT, LLC80 / 80$24.5B
FMR LLC80 / 80$17.0B
MORGAN STANLEY80 / 80$14.1B
JPMORGAN CHASE & CO80 / 80$13.5B
BANK OF AMERICA CORP /DE/80 / 80$9.2B
GOLDMAN SACHS GROUP INC80 / 80$7.8B
Bank of New York Mellon Corp80 / 80$6.2B

Ranked by the share of each fund's own book sitting in the names it shares with Heartland Advisors Inc: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

244 positions
#SecurityValueShares% PortLast moveHistory
1Silicon Motion Technology Co
SPONSORED ADR
$41.3M123.9K
1.8%
−51%
Reduced · −128K sh
2Century Communities Inc
COM
$37.0M516.4K
1.6%
+14%
Added · +62K sh
3Centerra Gold Inc
COM
$34.1M2.15M
1.5%
−3.0%
Reduced · −67K sh
4Encore Cap Group Inc
COM
$33.8M362.8K
1.5%
−6.6%
Reduced · −26K sh
5Texas Cap Bancshares Inc
COM
$29.0M280.8K
1.3%
−16%
Reduced · −53K sh
6Teledyne Technologies Inc
COM
$27.6M41.4K
1.2%
−0.8%
Reduced · −357 sh
7Teleflex Incorporated
COM
$26.9M211.8K
1.2%
−1.9%
Reduced · −4K sh
8Academy Sports & Outdoors In
COM
$26.6M563.9K
1.2%
+71%
Added · +235K sh
9Quaker Houghton
COM
$26.3M165.3K
1.2%
+27%
Added · +35K sh
10Associated Banc-Corp
COM
$25.7M836.0K
1.1%
−4.5%
Reduced · −40K sh
11Cass Information Sys Inc
COM
$25.3M493.4K
1.1%
+4.9%
Added · +23K sh
12Capital City Bank
COM
$24.7M500.0K
1.1%
Held
13Ezcorp Inc
CL A NON VTG
$24.4M705.9K
1.1%
Held
14Evertec Inc
COM
$23.3M840.4K
1.0%
+236%
Added · +590K sh
15Primo Brands Corporation
CLASS A COM SHS
$22.9M938.3K
1.0%
+7.2%
Added · +63K sh
16Viper Energy Inc
CL A
$22.7M536.4K
1.0%
+1.1%
Added · +6K sh
17Integer Hldgs Corp
COM
$22.4M240.2K
1.0%
−3.1%
Reduced · −8K sh
18Public Storage
COM
$22.1M69.5K
1.0%
−12%
Reduced · −9K sh
19Eldorado Gold Corp New
COM
$22.1M709.5K
1.0%
+1.0%
Added · +7K sh
20Gates Indl Corp PLC
ORD SHS
$21.9M782.6K
1.0%
−2.6%
Reduced · −21K sh
21Hunt J B Trans Svcs Inc
COM
$21.8M75.3K
1.0%
−17%
Reduced · −16K sh
22Allegiant Travel Co
COM
$21.7M184.8K
1.0%
+0.5%
Added · +830 sh
23Eog Res Inc
COM
$21.6M166.3K
1.0%
+13%
Added · +19K sh
24Seacoast BKG Corp Fla
COM NEW
$21.5M646.4K
1.0%
+3.9%
Added · +24K sh
25NWPX Infrastructure Inc
COM
$21.0M140.0K
0.9%
−30%
Reduced · −60K sh
26Chiron Real Estate Inc
COM NEW
$20.9M556.3K
0.9%
+25%
Added · +112K sh
27Camden Ppty TR
SH BEN INT
$20.8M181.8K
0.9%
−2.8%
Reduced · −5K sh
28Phinia Inc
COMMON STOCK
$20.8M252.3K
0.9%
−1.9%
Reduced · −5K sh
29Watsco Inc
COM
$20.8M49.9K
0.9%
−3.4%
Reduced · −2K sh
30I3 Verticals Inc
COM CL A
$20.6M965.3K
0.9%
+59%
Added · +358K sh
31Nov Inc
COM
$20.6M1.11M
0.9%
−7.2%
Reduced · −86K sh
32Exelon Corp
COM
$20.4M437.1K
0.9%
−0.1%
Reduced · −318 sh
33Becton Dickinson & Co
COM
$19.6M129.7K
0.9%
+12%
Added · +13K sh
34LXP Industrial Trust
COM
$19.6M363.4K
0.9%
+57%
Added · +132K sh
35Glacier Bancorp Inc New
COM
$18.7M361.7K
0.8%
−2.8%
Reduced · −10K sh
36Hexcel Corp New
COM
$18.0M179.9K
0.8%
+8.2%
Added · +14K sh
37Barrett Business Svcs Inc
COM
$16.0M450.0K
0.7%
Held
38Arcbest Corp
COM
$15.8M110.0K
0.7%
Held
39Magnolia Oil & Gas Corp
CL A
$15.7M615.5K
0.7%
−2.4%
Reduced · −15K sh
40Hershey Co
COM
$15.6M88.8K
0.7%
−0.1%
Reduced · −47 sh
41Columbia Sportswear Co
COM
$15.5M250.1K
0.7%
+6.4%
Added · +15K sh
42Mohawk Inds Inc
COM
$15.3M126.1K
0.7%
−15%
Reduced · −22K sh
43Forestar Group Inc
COM
$15.0M474.8K
0.7%
−6.0%
Reduced · −30K sh
44Haemonetics Corp Mass
COM
$15.0M200.0K
0.7%
+135%
Added · +115K sh
45Astec Inds Inc
COM
$14.8M241.6K
0.7%
+5.5%
Added · +13K sh
46Cooper Cos Inc
COM
$14.6M203.8K
0.7%
−8.0%
Reduced · −18K sh
47Shoals Technologies Group In
CL A
$14.5M1.47M
0.6%
+39%
Added · +410K sh
48Lyft Inc
CL A COM
$14.5M990.0K
0.6%
+20%
Added · +167K sh
49Sensata Technologies Hldg PL
SHS
$14.1M295.6K
0.6%
+27%
Added · +62K sh
50Keysight Technologies Inc
COM
$13.8M39.4K
0.6%
−3.3%
Reduced · −1K sh
Showing 50 of 244 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 11, 2026244$2.2B13F-HR
Q1 2026Mar 31, 2026May 6, 2026244$2.0B13F-HR
Q4 2025Dec 31, 2025Feb 11, 2026253$1.9B13F-HR
Q3 2025Sep 30, 2025Nov 7, 2025237$1.9B13F-HR
Q2 2025Jun 30, 2025Aug 12, 2025213$1.8B13F-HR
Q1 2025Mar 31, 2025May 7, 2025202$1.7B13F-HR
Q4 2024Dec 31, 2024Feb 12, 2025198$1.8B13F-HR
Q3 2024Sep 30, 2024Nov 12, 2024184$1.9B13F-HR
Q2 2024Jun 30, 2024Aug 8, 2024178$1.8B13F-HR
Q1 2024Mar 31, 2024May 7, 2024175$1.9B13F-HR
Q4 2023Dec 31, 2023Feb 8, 2024183$1.9B13F-HR
Q3 2023Sep 30, 2023Nov 8, 2023178$1.8B13F-HR
Q2 2023Jun 30, 2023Aug 10, 2023174$1.7B13F-HR
Q1 2023Mar 31, 2023May 11, 2023174$1.6B13F-HR
Q4 2022Dec 31, 2022Feb 8, 2023182$1.6B13F-HR
Q3 2022Sep 30, 2022Nov 10, 2022180$1.3B13F-HR
Q2 2022Jun 30, 2022Aug 12, 2022189$1.4B13F-HR
Q1 2022Mar 31, 2022May 12, 2022192$1.6B13F-HR
Q4 2021Dec 31, 2021Feb 9, 2022202$1.7B13F-HR
Q3 2021Sep 30, 2021Nov 9, 2021212$1.7B13F-HR
Q2 2021Jun 30, 2021Aug 11, 2021217$1.7B13F-HR
Q1 2021Mar 31, 2021May 12, 2021222$1.6B13F-HR
Q4 2020Dec 31, 2020Feb 11, 2021215$1.4B13F-HR
Q3 2020Sep 30, 2020Nov 12, 2020210$1.1B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.