Skip to main content Skip to main content
Institutional Ownership · SEC Form 13F

Who owns HomeTrust Bancshares, Inc. (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-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

138
Institutional holders
10M
Shares held (tracked funds)
60.1%
Of shares outstanding

How the tape is positioned

17 tracked funds added or opened HTB while 20 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

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 2025-Q4 and 2026-Q1, across 138 tracked filers holding HTB, 58 increased or opened the position and 63 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.

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 2025-Q4 and 2026-Q1 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 8

  • VANGUARD CAPITAL MANAGEMENT LLC$29M
  • VANGUARD PORTFOLIO MANAGEMENT LLC$5M
  • VANGUARD FIDUCIARY TRUST CO$4M
  • Rosenthal | Henry Capital Advisors, Inc.$2M
  • LAZARD ASSET MANAGEMENT LLC$2M
  • Flywheel Private Wealth LLC$938K

Full exits 3

  • VANGUARD GROUP INC$33M
  • Brandywine Global Investment Management, LLC$2M
  • TWO SIGMA ADVISERS, LP$511K

Largest adds

  • STATE STREET CORP$4M
  • AMERICAN CENTURY COMPANIES INC$2M
  • Russell Investments Group, Ltd.$1M
  • FRANKLIN RESOURCES INC$1M
  • DIMENSIONAL FUND ADVISORS LP$663K
  • UBS Group AG$513K

Largest trims

  • FJ Capital Management LLC$6M
  • WELLINGTON MANAGEMENT GROUP LLP$4M
  • PANAGORA ASSET MANAGEMENT INC$3M
  • BlackRock, Inc.$2M
  • RENAISSANCE TECHNOLOGIES LLC$2M
  • JPMORGAN CHASE & CO$842K

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
BlackRock, Inc. trimmed1,595,533$68M14.1%2026-Q1
FJ Capital Management LLC trimmed1,554,425$66M13.7%2026-Q1
DIMENSIONAL FUND ADVISORS LP added836,262$36M7.4%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new682,912$29M6.0%2026-Q1
ALLIANCEBERNSTEIN L.P. trimmed552,801$24M4.9%2026-Q1
AMERICAN CENTURY COMPANIES INC added502,315$21M4.4%2026-Q1
RENAISSANCE TECHNOLOGIES LLC trimmed466,215$20M4.1%2026-Q1
STATE STREET CORP added453,878$19M4.0%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added352,761$15M3.1%2026-Q1
Private Capital Management, LLC trimmed244,085$10M2.1%2026-Q1
ROYCE & ASSOCIATES LP145,431$6M1.3%2026-Q1
GOLDMAN SACHS GROUP INC trimmed138,196$6M1.2%2026-Q1
ACADIAN ASSET MANAGEMENT LLC trimmed128,869$5M1.1%2026-Q1
NORTHERN TRUST CORP added126,276$5M1.1%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new122,858$5M1.1%2026-Q1
BRIDGEWAY CAPITAL MANAGEMENT, LLC added118,825$5M1.0%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed115,383$5M1.0%2026-Q1
Polaris Capital Management, LLC105,000$4M0.9%2026-Q1
CSM Advisors, LLC trimmed98,195$4M0.9%2026-Q1
VANGUARD FIDUCIARY TRUST CO new90,406$4M0.8%2026-Q1
MORGAN STANLEY trimmed82,679$4M0.7%2026-Q1
WELLINGTON MANAGEMENT GROUP LLP trimmed79,200$3M0.7%2026-Q1
SALZHAUER MICHAEL added78,725$3M0.7%2026-Q1
Empowered Funds, LLC added76,325$3M0.7%2026-Q1
Qube Research & Technologies Ltd trimmed68,878$3M0.6%2026-Q1
Bank of New York Mellon Corp added68,598$3M0.6%2026-Q1
EJF Capital LP trimmed59,500$3M0.5%2026-Q1
JPMORGAN CHASE & CO trimmed57,014$2M0.5%2026-Q1
Oppenheimer & Close, LLC52,708$2M0.5%2026-Q1
FRANKLIN RESOURCES INC added50,405$2M0.4%2026-Q1
Rosenthal | Henry Capital Advisors, Inc. trimmed50,047$2M0.4%2026-Q1
Curi Capital, LLC46,847$2M0.4%2026-Q1
MENDON CAPITAL ADVISORS CORP46,847$2M0.4%2026-Q1
BARCLAYS PLC trimmed46,631$2M0.4%2026-Q1
FEDERATED HERMES, INC. added44,340$2M0.4%2026-Q1
Thrivent Financial for Lutherans trimmed43,404$2M0.4%2026-Q1
FIRST TRUST ADVISORS LP trimmed42,705$2M0.4%2026-Q1
UBS Group AG added42,690$2M0.4%2026-Q1
AQR CAPITAL MANAGEMENT LLC trimmed41,883$2M0.4%2026-Q1
Elizabeth Park Capital Advisors, Ltd. trimmed40,760$2M0.4%2026-Q1
Russell Investments Group, Ltd. added35,944$2M0.3%2026-Q1
LAZARD ASSET MANAGEMENT LLC added35,229$2M0.3%2026-Q1
JACOBS LEVY EQUITY MANAGEMENT, INC added31,855$1M0.3%2026-Q1
Nuveen, LLC added30,140$1M0.3%2026-Q1
CITADEL ADVISORS LLC added28,952$1M0.3%2026-Q1
Goepper Burkhardt LLC28,599$1M0.3%2026-Q1
BANK OF AMERICA CORP /DE/ added26,388$1M0.2%2026-Q1
Cerity Partners LLC trimmed24,953$1M0.2%2026-Q1
Round Hill Asset Management trimmed24,044$1M0.2%2026-Q1
TWO SIGMA INVESTMENTS, LP added22,313$952K0.2%2026-Q1
Flywheel Private Wealth LLC new22,000$938K0.2%2026-Q1
GAMCO INVESTORS, INC. ET AL trimmed20,315$866K0.2%2026-Q1
RHUMBLINE ADVISERS trimmed19,180$818K0.2%2026-Q1
Creative Planning added18,920$807K0.2%2026-Q1
Invesco Ltd. trimmed18,329$782K0.2%2026-Q1
GLOBEFLEX CAPITAL L P17,870$762K0.2%2026-Q1
Huber Capital Management LLC17,742$757K0.2%2026-Q1
Daytona Street Capital LLC trimmed17,000$739K0.2%2026-Q1
CAPTRUST FINANCIAL ADVISORS trimmed16,977$724K0.1%2026-Q1
PANAGORA ASSET MANAGEMENT INC trimmed16,632$709K0.1%2026-Q1
Concurrent Investment Advisors, LLC15,510$662K0.1%2026-Q1
STRS OHIO14,200$606K0.1%2026-Q1
XTX Topco Ltd added13,065$557K0.1%2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLC trimmed12,887$550K0.1%2026-Q1
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC added12,336$526K0.1%2026-Q1
JANE STREET GROUP, LLC added12,327$526K0.1%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ added12,244$523K0.1%2026-Q1
Trexquant Investment LP added12,259$523K0.1%2026-Q1
DEUTSCHE BANK AG\ added12,026$513K0.1%2026-Q1
ALPS ADVISORS INC new11,740$501K0.1%2026-Q1
CITIGROUP INC added11,355$484K0.1%2026-Q1
Quantinno Capital Management LP added10,939$467K0.1%2026-Q1
D. E. Shaw & Co., Inc. added9,965$425K0.1%2026-Q1
MetLife Investment Management, LLC trimmed9,114$389K0.1%2026-Q1
CARY STREET PARTNERS FINANCIAL LLC9,074$387K0.1%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed9,004$384K0.1%2026-Q1
Rafferty Asset Management, LLC new8,117$346K0.1%2026-Q1
AMERIPRISE FINANCIAL INC trimmed8,038$343K0.1%2026-Q1
EQUITABLE TRUST CO added7,720$329K0.1%2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed7,391$315K0.1%2026-Q1
ZACKS INVESTMENT MANAGEMENT7,139$304K0.1%2026-Q1
Odyssean, LLC new7,116$303K0.1%2026-Q1
Harbor Advisors LLC6,995$298K0.1%2026-Q1
VANGUARD GROUP INC trimmed758,250$33M6.7%2025-Q4 stale
Foundry Partners, LLC trimmed105,125$4M0.7%2025-Q1 stale
Brandywine Global Investment Management, LLC trimmed36,338$2M0.3%2025-Q4 stale
Beacon Pointe Advisors, LLC trimmed38,731$1M0.3%2025-Q2 stale
SEIZERT CAPITAL PARTNERS, LLC trimmed25,466$1M0.2%2025-Q3 stale
KENNEDY CAPITAL MANAGEMENT LLC24,007$983K0.2%2025-Q3 stale
Verition Fund Management LLC added22,345$836K0.2%2025-Q2 stale
MARSHALL WACE, LLP trimmed15,066$617K0.1%2025-Q3 stale
Petiole USA ltd trimmed15,741$589K0.1%2025-Q2 stale
TWO SIGMA ADVISERS, LP trimmed11,900$511K0.1%2025-Q4 stale
MILLENNIUM MANAGEMENT LLC trimmed10,177$437K0.1%2025-Q4 stale
Engineers Gate Manager LP added9,929$406K0.1%2025-Q3 stale
HSBC HOLDINGS PLC trimmed9,087$389K0.1%2025-Q4 stale
MARTINGALE ASSET MANAGEMENT L P trimmed9,200$377K0.1%2025-Q3 stale
Mariner, LLC added7,637$328K0.1%2025-Q4 stale
AlphaQuest LLC added7,204$309K0.1%2025-Q4 stale
COBBLESTONE CAPITAL ADVISORS LLC /NY/ added7,255$297K0.1%2025-Q3 stale

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.

HoldersTotal shares

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.

Learn how to read institutional ownership