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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 1,595,533 | $68M | 14.1% | 2026-Q1 |
| FJ Capital Management LLC trimmed | 1,554,425 | $66M | 13.7% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 836,262 | $36M | 7.4% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 682,912 | $29M | 6.0% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 552,801 | $24M | 4.9% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 502,315 | $21M | 4.4% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 466,215 | $20M | 4.1% | 2026-Q1 |
| STATE STREET CORP added | 453,878 | $19M | 4.0% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 352,761 | $15M | 3.1% | 2026-Q1 |
| Private Capital Management, LLC trimmed | 244,085 | $10M | 2.1% | 2026-Q1 |
| ROYCE & ASSOCIATES LP | 145,431 | $6M | 1.3% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 138,196 | $6M | 1.2% | 2026-Q1 |
| ACADIAN ASSET MANAGEMENT LLC trimmed | 128,869 | $5M | 1.1% | 2026-Q1 |
| NORTHERN TRUST CORP added | 126,276 | $5M | 1.1% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 122,858 | $5M | 1.1% | 2026-Q1 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC added | 118,825 | $5M | 1.0% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 115,383 | $5M | 1.0% | 2026-Q1 |
| Polaris Capital Management, LLC | 105,000 | $4M | 0.9% | 2026-Q1 |
| CSM Advisors, LLC trimmed | 98,195 | $4M | 0.9% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 90,406 | $4M | 0.8% | 2026-Q1 |
| MORGAN STANLEY trimmed | 82,679 | $4M | 0.7% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 79,200 | $3M | 0.7% | 2026-Q1 |
| SALZHAUER MICHAEL added | 78,725 | $3M | 0.7% | 2026-Q1 |
| Empowered Funds, LLC added | 76,325 | $3M | 0.7% | 2026-Q1 |
| Qube Research & Technologies Ltd trimmed | 68,878 | $3M | 0.6% | 2026-Q1 |
| Bank of New York Mellon Corp added | 68,598 | $3M | 0.6% | 2026-Q1 |
| EJF Capital LP trimmed | 59,500 | $3M | 0.5% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 57,014 | $2M | 0.5% | 2026-Q1 |
| Oppenheimer & Close, LLC | 52,708 | $2M | 0.5% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 50,405 | $2M | 0.4% | 2026-Q1 |
| Rosenthal | Henry Capital Advisors, Inc. trimmed | 50,047 | $2M | 0.4% | 2026-Q1 |
| Curi Capital, LLC | 46,847 | $2M | 0.4% | 2026-Q1 |
| MENDON CAPITAL ADVISORS CORP | 46,847 | $2M | 0.4% | 2026-Q1 |
| BARCLAYS PLC trimmed | 46,631 | $2M | 0.4% | 2026-Q1 |
| FEDERATED HERMES, INC. added | 44,340 | $2M | 0.4% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 43,404 | $2M | 0.4% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 42,705 | $2M | 0.4% | 2026-Q1 |
| UBS Group AG added | 42,690 | $2M | 0.4% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 41,883 | $2M | 0.4% | 2026-Q1 |
| Elizabeth Park Capital Advisors, Ltd. trimmed | 40,760 | $2M | 0.4% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 35,944 | $2M | 0.3% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC added | 35,229 | $2M | 0.3% | 2026-Q1 |
| JACOBS LEVY EQUITY MANAGEMENT, INC added | 31,855 | $1M | 0.3% | 2026-Q1 |
| Nuveen, LLC added | 30,140 | $1M | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 28,952 | $1M | 0.3% | 2026-Q1 |
| Goepper Burkhardt LLC | 28,599 | $1M | 0.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 26,388 | $1M | 0.2% | 2026-Q1 |
| Cerity Partners LLC trimmed | 24,953 | $1M | 0.2% | 2026-Q1 |
| Round Hill Asset Management trimmed | 24,044 | $1M | 0.2% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 22,313 | $952K | 0.2% | 2026-Q1 |
| Flywheel Private Wealth LLC new | 22,000 | $938K | 0.2% | 2026-Q1 |
| GAMCO INVESTORS, INC. ET AL trimmed | 20,315 | $866K | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 19,180 | $818K | 0.2% | 2026-Q1 |
| Creative Planning added | 18,920 | $807K | 0.2% | 2026-Q1 |
| Invesco Ltd. trimmed | 18,329 | $782K | 0.2% | 2026-Q1 |
| GLOBEFLEX CAPITAL L P | 17,870 | $762K | 0.2% | 2026-Q1 |
| Huber Capital Management LLC | 17,742 | $757K | 0.2% | 2026-Q1 |
| Daytona Street Capital LLC trimmed | 17,000 | $739K | 0.2% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 16,977 | $724K | 0.1% | 2026-Q1 |
| PANAGORA ASSET MANAGEMENT INC trimmed | 16,632 | $709K | 0.1% | 2026-Q1 |
| Concurrent Investment Advisors, LLC | 15,510 | $662K | 0.1% | 2026-Q1 |
| STRS OHIO | 14,200 | $606K | 0.1% | 2026-Q1 |
| XTX Topco Ltd added | 13,065 | $557K | 0.1% | 2026-Q1 |
| LOS ANGELES CAPITAL MANAGEMENT LLC trimmed | 12,887 | $550K | 0.1% | 2026-Q1 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC added | 12,336 | $526K | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 12,327 | $526K | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 12,244 | $523K | 0.1% | 2026-Q1 |
| Trexquant Investment LP added | 12,259 | $523K | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 12,026 | $513K | 0.1% | 2026-Q1 |
| ALPS ADVISORS INC new | 11,740 | $501K | 0.1% | 2026-Q1 |
| CITIGROUP INC added | 11,355 | $484K | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP added | 10,939 | $467K | 0.1% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 9,965 | $425K | 0.1% | 2026-Q1 |
| MetLife Investment Management, LLC trimmed | 9,114 | $389K | 0.1% | 2026-Q1 |
| CARY STREET PARTNERS FINANCIAL LLC | 9,074 | $387K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 9,004 | $384K | 0.1% | 2026-Q1 |
| Rafferty Asset Management, LLC new | 8,117 | $346K | 0.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 8,038 | $343K | 0.1% | 2026-Q1 |
| EQUITABLE TRUST CO added | 7,720 | $329K | 0.1% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 7,391 | $315K | 0.1% | 2026-Q1 |
| ZACKS INVESTMENT MANAGEMENT | 7,139 | $304K | 0.1% | 2026-Q1 |
| Odyssean, LLC new | 7,116 | $303K | 0.1% | 2026-Q1 |
| Harbor Advisors LLC | 6,995 | $298K | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 758,250 | $33M | 6.7% | 2025-Q4 stale |
| Foundry Partners, LLC trimmed | 105,125 | $4M | 0.7% | 2025-Q1 stale |
| Brandywine Global Investment Management, LLC trimmed | 36,338 | $2M | 0.3% | 2025-Q4 stale |
| Beacon Pointe Advisors, LLC trimmed | 38,731 | $1M | 0.3% | 2025-Q2 stale |
| SEIZERT CAPITAL PARTNERS, LLC trimmed | 25,466 | $1M | 0.2% | 2025-Q3 stale |
| KENNEDY CAPITAL MANAGEMENT LLC | 24,007 | $983K | 0.2% | 2025-Q3 stale |
| Verition Fund Management LLC added | 22,345 | $836K | 0.2% | 2025-Q2 stale |
| MARSHALL WACE, LLP trimmed | 15,066 | $617K | 0.1% | 2025-Q3 stale |
| Petiole USA ltd trimmed | 15,741 | $589K | 0.1% | 2025-Q2 stale |
| TWO SIGMA ADVISERS, LP trimmed | 11,900 | $511K | 0.1% | 2025-Q4 stale |
| MILLENNIUM MANAGEMENT LLC trimmed | 10,177 | $437K | 0.1% | 2025-Q4 stale |
| Engineers Gate Manager LP added | 9,929 | $406K | 0.1% | 2025-Q3 stale |
| HSBC HOLDINGS PLC trimmed | 9,087 | $389K | 0.1% | 2025-Q4 stale |
| MARTINGALE ASSET MANAGEMENT L P trimmed | 9,200 | $377K | 0.1% | 2025-Q3 stale |
| Mariner, LLC added | 7,637 | $328K | 0.1% | 2025-Q4 stale |
| AlphaQuest LLC added | 7,204 | $309K | 0.1% | 2025-Q4 stale |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ added | 7,255 | $297K | 0.1% | 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.
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.