Who owns HomeTrust Bancshares (HTB)
Which tracked institutional funds hold HTB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See HTB company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on HTB is one-sided between 2026-Q1 and 2026-Q2: 49 added or opened and 12 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
HTB’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes HTB more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in HTB divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 164 tracked filers holding HTB, 98 increased or opened the position and 48 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in HTB between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 7
- MILLENNIUM MANAGEMENT LLC$1M
- Sanctuary Advisors, LLC$1M
- Point72 Asset Management, L.P.$755K
- ANCHYRA PARTNERS LLC$693K
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$659K
- Park Capital Management, LLC / WI$600K
Full exits 6
- ACADIAN ASSET MANAGEMENT LLC$5M
- CSM Advisors, LLC$4M
- MENDON CAPITAL ADVISORS CORP$2M
- Curi Capital, LLC$2M
- Thrivent Financial for Lutherans$2M
- GLOBEFLEX CAPITAL L P$762K
Largest adds
- BlackRock, Inc.$16M
- Nuveen, LLC$13M
- DIMENSIONAL FUND ADVISORS LP$7M
- AMERICAN CENTURY COMPANIES INC$6M
- Qube Research & Technologies Ltd$4M
- STATE STREET CORP$4M
Largest trims
- FJ Capital Management LLC$24M
- ALLIANCEBERNSTEIN L.P.$3M
- EJF Capital LP$2M
- PANAGORA ASSET MANAGEMENT INC$411K
- GAMCO INVESTORS, INC. ET AL$330K
- BANK OF AMERICA CORP /DE/$269K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 1,677,983 | $84M | 17.1% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 856,611 | $43M | 8.7% | 2026-Q2 |
| FJ Capital Management LLC trimmed | 839,115 | $42M | 8.5% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 644,313 | $32M | 6.6% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 556,442 | $28M | 5.7% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 479,582 | $20M | 4.2% | 2026-Q2 |
| STATE STREET CORP added | 462,911 | $23M | 4.7% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 436,815 | $22M | 4.4% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 366,680 | $18M | 3.7% | 2026-Q2 |
| Nuveen, LLC added | 276,695 | $14M | 2.8% | 2026-Q2 |
| Private Capital Management, LLC added | 248,335 | $12M | 2.5% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 150,841 | $8M | 1.5% | 2026-Q2 |
| ROYCE & ASSOCIATES LP | 145,431 | $7M | 1.5% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 137,278 | $7M | 1.4% | 2026-Q2 |
| NORTHERN TRUST CORP added | 131,762 | $7M | 1.3% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC added | 124,651 | $6M | 1.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 116,145 | $6M | 1.2% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 114,126 | $6M | 1.2% | 2026-Q2 |
| Polaris Capital Management, LLC added | 107,700 | $5M | 1.1% | 2026-Q2 |
| MORGAN STANLEY added | 105,959 | $5M | 1.1% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 88,752 | $4M | 0.9% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 82,825 | $4M | 0.8% | 2026-Q2 |
| Empowered Funds, LLC added | 82,151 | $4M | 0.8% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP | 79,200 | $4M | 0.8% | 2026-Q2 |
| SALZHAUER MICHAEL | 78,725 | $4M | 0.8% | 2026-Q2 |
| Bank of New York Mellon Corp added | 73,110 | $4M | 0.7% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 72,459 | $4M | 0.7% | 2026-Q2 |
| FEDERATED HERMES, INC. added | 56,350 | $3M | 0.6% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 53,559 | $3M | 0.5% | 2026-Q2 |
| Oppenheimer & Close, LLC | 52,708 | $3M | 0.5% | 2026-Q2 |
| Rosenthal | Henry Capital Advisors, Inc. | 50,047 | $2M | 0.5% | 2026-Q2 |
| BARCLAYS PLC added | 46,812 | $2M | 0.5% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 44,746 | $2M | 0.5% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 43,195 | $2M | 0.4% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 42,674 | $2M | 0.4% | 2026-Q2 |
| Elizabeth Park Capital Advisors, Ltd. | 40,760 | $2M | 0.4% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 39,785 | $2M | 0.4% | 2026-Q2 |
| JACOBS LEVY EQUITY MANAGEMENT, INC added | 39,532 | $2M | 0.4% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC added | 35,262 | $2M | 0.4% | 2026-Q2 |
| UBS Group AG trimmed | 33,033 | $2M | 0.3% | 2026-Q2 |
| Goepper Burkhardt LLC trimmed | 25,599 | $1M | 0.3% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 25,475 | $1M | 0.3% | 2026-Q2 |
| Cerity Partners LLC trimmed | 24,614 | $1M | 0.3% | 2026-Q2 |
| Round Hill Asset Management | 24,044 | $1M | 0.2% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 23,062 | $1M | 0.2% | 2026-Q2 |
| Flywheel Private Wealth LLC | 22,000 | $1M | 0.2% | 2026-Q2 |
| Creative Planning added | 20,580 | $1M | 0.2% | 2026-Q2 |
| Sanctuary Advisors, LLC new | 20,542 | $1M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 20,265 | $1M | 0.2% | 2026-Q2 |
| Invesco Ltd. trimmed | 18,160 | $906K | 0.2% | 2026-Q2 |
| Huber Capital Management LLC | 17,742 | $885K | 0.2% | 2026-Q2 |
| EJF Capital LP trimmed | 17,203 | $858K | 0.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 17,167 | $856K | 0.2% | 2026-Q2 |
| LOS ANGELES CAPITAL MANAGEMENT LLC added | 17,092 | $853K | 0.2% | 2026-Q2 |
| Daytona Street Capital LLC | 17,000 | $825K | 0.2% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 16,385 | $817K | 0.2% | 2026-Q2 |
| STRS OHIO added | 15,600 | $778K | 0.2% | 2026-Q2 |
| Concurrent Investment Advisors, LLC | 15,510 | $774K | 0.2% | 2026-Q2 |
| Point72 Asset Management, L.P. new | 15,141 | $755K | 0.2% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 15,121 | $754K | 0.2% | 2026-Q2 |
| CITIGROUP INC added | 14,314 | $714K | 0.1% | 2026-Q2 |
| XTX Topco Ltd added | 14,256 | $711K | 0.1% | 2026-Q2 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC added | 13,925 | $695K | 0.1% | 2026-Q2 |
| ANCHYRA PARTNERS LLC new | 13,882 | $693K | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 13,745 | $686K | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 13,495 | $673K | 0.1% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 13,202 | $659K | 0.1% | 2026-Q2 |
| Odyssean, LLC added | 13,140 | $656K | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 12,990 | $648K | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 12,657 | $632K | 0.1% | 2026-Q2 |
| Park Capital Management, LLC / WI new | 12,025 | $600K | 0.1% | 2026-Q2 |
| EQUITABLE TRUST CO added | 11,975 | $597K | 0.1% | 2026-Q2 |
| ALPS ADVISORS INC added | 11,891 | $593K | 0.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 11,304 | $564K | 0.1% | 2026-Q2 |
| Trexquant Investment LP trimmed | 11,005 | $549K | 0.1% | 2026-Q2 |
| AMG National Trust Bank added | 11,000 | $549K | 0.1% | 2026-Q2 |
| GAMCO INVESTORS, INC. ET AL trimmed | 10,750 | $536K | 0.1% | 2026-Q2 |
| Symmetry Partners, LLC new | 10,652 | $531K | 0.1% | 2026-Q2 |
| Aquatic Capital Management LLC added | 9,348 | $466K | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC added | 9,248 | $461K | 0.1% | 2026-Q2 |
| Able Wealth Management LLC new | 9,170 | $457K | 0.1% | 2026-Q2 |
| Fifth Third Wealth Advisors LLC new | 9,097 | $454K | 0.1% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC trimmed | 9,064 | $452K | 0.1% | 2026-Q2 |
| ExodusPoint Capital Management, LP new | 8,636 | $431K | 0.1% | 2026-Q2 |
| HUB Investment Partners, LLC new | 8,410 | $420K | 0.1% | 2026-Q2 |
| Squarepoint Ops LLC new | 8,027 | $400K | 0.1% | 2026-Q2 |
| Engineers Gate Manager LP trimmed | 7,417 | $370K | 0.1% | 2026-Q2 |
| Empirical Asset Management, LLC new | 7,299 | $364K | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 7,141 | $356K | 0.1% | 2026-Q2 |
| ZACKS INVESTMENT MANAGEMENT | 7,139 | $356K | 0.1% | 2026-Q2 |
| Integrated Quantitative Investments LLC new | 7,027 | $351K | 0.1% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 7,024 | $350K | 0.1% | 2026-Q2 |
| Harbor Advisors LLC | 6,995 | $349K | 0.1% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL trimmed | 6,941 | $346K | 0.1% | 2026-Q2 |
| Cetera Investment Advisers | 6,750 | $337K | 0.1% | 2026-Q2 |
| OCCUDO QUANTITATIVE STRATEGIES LP added | 6,425 | $321K | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 6,270 | $313K | 0.1% | 2026-Q2 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO added | 6,055 | $302K | 0.1% | 2026-Q2 |
| PANAGORA ASSET MANAGEMENT INC trimmed | 5,985 | $299K | 0.1% | 2026-Q2 |
| TWO SIGMA SECURITIES, LLC new | 5,866 | $293K | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.