HEARTLAND ADVISORS, INC.
CRD #29433 SEC #801-19074 MILWAUKEE, WI 414-347-7777
SEC Registered Disclosures
Total AUM
$1.9B
Discretionary
$1.9B
Employees
26
Clients
--
Accounts
92
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $1.9B | $1.9B | $0 | 26 | 2 |
| Feb 2025 | $1.9B | $1.9B | $0 | 26 | 2 |
| Feb 2024 | $2B | $2B | $0 | 25 | 2 |
| Mar 2023 | $1.7B | $1.7B | $0 | 27 | 2 |
| Mar 2023 | $1.7B | $1.7B | $0 | 27 | 2 |
| Apr 2022 | $1.9B | $1.9B | $0 | 27 | 1 |
| Mar 2022 | $1.9B | $1.9B | $0 | 27 | 1 |
| Mar 2022 | $1.9B | $1.9B | $0 | 27 | 1 |
| Mar 2021 | $1.5B | $1.5B | $0 | 25 | 0 |
| May 2020 | $1.4B | $1.4B | $0 | 28 | 0 |
| May 2020 | $1.4B | $1.4B | $0 | 28 | 0 |
| Feb 2020 | $1.4B | $1.4B | $0 | 28 | 0 |
| Mar 2019 | $1.3B | $1.3B | $0 | 28 | 0 |
| Aug 2018 | $1.7B | $1.7B | $0 | 34 | 0 |
| Mar 2018 | $1.7B | $1.7B | $0 | 34 | 0 |
| Jun 2017 | $2B | $2B | $0 | 35 | 200 |
| Apr 2017 | $2B | $2B | $0 | 35 | 200 |
| Feb 2017 | $2B | $2B | $0 | 35 | 200 |
| Dec 2016 | $2.7B | $2.7B | $0 | 41 | 300 |
| Sep 2016 | $2.7B | $2.7B | $0 | 41 | 300 |
| May 2016 | $2.7B | $2.7B | $0 | 41 | 300 |
| Mar 2016 | $2.7B | $2.7B | $0 | 41 | 300 |
| Dec 2015 | $5.4B | $5.4B | $0 | 49 | 400 |
| Jul 2015 | $5.4B | $5.4B | $0 | 49 | 400 |
| Mar 2015 | $5.4B | $5.4B | $0 | 49 | 400 |
| Feb 2015 | $6.1B | $6.1B | $0 | 51 | 500 |
| Oct 2014 | $6.1B | $6.1B | $0 | 51 | 500 |
| Mar 2014 | $6.1B | $6.1B | $0 | 51 | 500 |
| Dec 2013 | $5.2B | $5.2B | $0 | 50 | 500 |
| Sep 2013 | $5.2B | $5.2B | $0 | 50 | 500 |
| Apr 2013 | $5.2B | $5.2B | $0 | 50 | 500 |
| Mar 2013 | $5.2B | $5.2B | $0 | 50 | 500 |
| Aug 2012 | $4.9B | $4.9B | $0 | 11 | 500 |
| Mar 2012 | $4.9B | $4.9B | $0 | 11 | 500 |
| Jun 2011 | $4.6B | $4.6B | $0 | -- | -- |
| Mar 2011 | $4.6B | $4.6B | $0 | -- | -- |
| Jun 2010 | $3.2B | $3.2B | $0 | -- | -- |
| Feb 2009 | $2.3B | $2.3B | $0 | -- | -- |
| Mar 2007 | $3.2B | $3.2B | $0 | -- | -- |
| Mar 2006 | $2.5B | $2.5B | $3.1M | -- | -- |
| Nov 2005 | $3B | $3B | $4.6M | -- | -- |
| Feb 2005 | $3.1B | $3.1B | $5.7M | -- | -- |
| Jul 2004 | $3.1B | $3.1B | $5.7M | -- | -- |
| Mar 2004 | $3.1B | $3.1B | $5.7M | -- | -- |
| Jan 2004 | $1.4B | $1.4B | $5.4M | -- | -- |
| May 2002 | $1.8B | $1.8B | $8.2M | -- | -- |
| Mar 2002 | $1.6B | $1.6B | $13M | -- | -- |
| Jul 2001 | $1.7B | $1.7B | $10.5M | 51 | -- |
DateAug 2025
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees26
Clients2
DateFeb 2025
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees26
Clients2
DateFeb 2024
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees25
Clients2
DateMar 2023
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees27
Clients2
DateMar 2023
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees27
Clients2
DateApr 2022
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees27
Clients1
DateMar 2022
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees27
Clients1
DateMar 2022
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees27
Clients1
DateMar 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees25
Clients0
DateMay 2020
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees28
Clients0
DateMay 2020
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees28
Clients0
DateFeb 2020
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees28
Clients0
DateMar 2019
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees28
Clients0
DateAug 2018
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees34
Clients0
DateMar 2018
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees34
Clients0
DateJun 2017
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees35
Clients200
DateApr 2017
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees35
Clients200
DateFeb 2017
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees35
Clients200
DateDec 2016
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees41
Clients300
DateSep 2016
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees41
Clients300
DateMay 2016
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees41
Clients300
DateMar 2016
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees41
Clients300
DateDec 2015
Total AUM$5.4B
Discretionary$5.4B
Non-Disc.$0
Employees49
Clients400
DateJul 2015
Total AUM$5.4B
Discretionary$5.4B
Non-Disc.$0
Employees49
Clients400
DateMar 2015
Total AUM$5.4B
Discretionary$5.4B
Non-Disc.$0
Employees49
Clients400
DateFeb 2015
Total AUM$6.1B
Discretionary$6.1B
Non-Disc.$0
Employees51
Clients500
DateOct 2014
Total AUM$6.1B
Discretionary$6.1B
Non-Disc.$0
Employees51
Clients500
DateMar 2014
Total AUM$6.1B
Discretionary$6.1B
Non-Disc.$0
Employees51
Clients500
DateDec 2013
Total AUM$5.2B
Discretionary$5.2B
Non-Disc.$0
Employees50
Clients500
DateSep 2013
Total AUM$5.2B
Discretionary$5.2B
Non-Disc.$0
Employees50
Clients500
DateApr 2013
Total AUM$5.2B
Discretionary$5.2B
Non-Disc.$0
Employees50
Clients500
DateMar 2013
Total AUM$5.2B
Discretionary$5.2B
Non-Disc.$0
Employees50
Clients500
DateAug 2012
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$0
Employees11
Clients500
DateMar 2012
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$0
Employees11
Clients500
DateJun 2011
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$0
Employees--
Clients--
DateJun 2010
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$0
Employees--
Clients--
DateFeb 2009
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$0
Employees--
Clients--
DateMar 2006
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$3.1M
Employees--
Clients--
DateNov 2005
Total AUM$3B
Discretionary$3B
Non-Disc.$4.6M
Employees--
Clients--
DateFeb 2005
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$5.7M
Employees--
Clients--
DateJul 2004
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$5.7M
Employees--
Clients--
DateMar 2004
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$5.7M
Employees--
Clients--
DateJan 2004
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$5.4M
Employees--
Clients--
DateMay 2002
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$8.2M
Employees--
Clients--
DateMar 2002
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$13M
Employees--
Clients--
DateJul 2001
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$10.5M
Employees51
Clients--