HomeTrust Bancshares, Inc.
HTB- Exchange
- NYSE
- Industry
- Savings Institution, Federally Chartered
- SEC CIK
- 0001538263
In the last 90 days, HomeTrust Bancshares, Inc. insiders filed 0 open-market purchases and 1 sale; 172 institutions reported holding it in 13F filings for Q2 2026, worth $512.9M in total; no superinvestor holds it.
13F holders, Q1 2026
Institutional positions in HomeTrust Bancshares, Inc. as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 138
- +8 vs. Q4 2025
- Shares held
- 10.4M
- +866.5K (+9.1%) vs. Q4 2025
- Total value
- $443.4M
- +$34.5M (+8.4%) vs. Q4 2025
- New holders
- 22
- 35 more added
- Sold out
- 14
- 47 more reduced
2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting HTB on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 172 | $512.9M |
| Q1 2026 | 138 | $443.4M |
| Q4 2025 | 132 | $447.0M |
| Q3 2025 | 132 | $428.0M |
| Q2 2025 | 124 | $389.6M |
| Q1 2025 | 114 | $348.4M |
| Q4 2024 | 106 | $337.6M |
| Q3 2024 | 109 | $343.1M |
| Q2 2024 | 96 | $294.9M |
| Q1 2024 | 98 | $264.3M |
| Q4 2023 | 94 | $261.3M |
| Q3 2023 | 89 | $205.6M |
| Q2 2023 | 90 | $198.6M |
| Q1 2023 | 98 | $236.6M |
| Q4 2022 | 100 | $222.8M |
| Q3 2022 | 95 | $202.5M |
| Q2 2022 | 93 | $232.4M |
| Q1 2022 | 95 | $283.2M |
| Q4 2021 | 99 | $306.3M |
| Q3 2021 | 88 | $270.9M |
| Q2 2021 | 95 | $275.4M |
| Q1 2021 | 83 | $236.9M |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding HomeTrust Bancshares, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2 | $86 | 0.00% | +2 | New |
| SRS Capital Advisors, Inc. | 7 | $299 | 0.00% | +6+600.0% | Added |
| Parallel Advisors, LLC | 13 | $554 | 0.00% | +13 | New |
| True Wealth Design, LLC | 17 | $726 | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 21 | $896 | 0.00% | +21 | New |
| Rothschild Investment LLC | 30 | $1.28K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 35 | $1.49K | 0.00% | +35 | New |
| IFP Advisors, Inc | 38 | $1.62K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 42 | $1.79K | 0.00% | +42 | New |
| Smartleaf Asset Management LLC | 44 | $1.87K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 79 | $3.37K | 0.00% | −106−57.3% | Reduced |
| Signaturefd, LLC | 85 | $3.63K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 101 | $4.31K | 0.00% | +12+13.5% | Added |
| The PNC Financial Services Group, Inc. | 138 | $5.89K | 0.00% | −275−66.6% | Reduced |
| Hantz Financial Services, Inc. | 150 | $6.00K | 0.00% | +150 | New |
| Allworth Financial LP | 152 | $6.48K | 0.00% | +24+18.8% | Added |
| Larson Financial Group LLC | 165 | $7.04K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 166 | $7.08K | 0.00% | +16+10.7% | Added |
| EverSource Wealth Advisors, LLC | 392 | $16.7K | 0.00% | −34−8.0% | Reduced |
| Advisor Group Holdings, Inc. | 592 | $25.2K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 698 | $29.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 730 | $31.1K | 0.00% | +17+2.4% | Added |
| California State Teachers Retirement System | 867 | $37.0K | 0.00% | −119−12.1% | Reduced |
| Jones Financial Companies LLLP | 1,015 | $42.7K | 0.00% | +9+0.9% | Added |
| Tripletail Wealth Management, LLC | 1,010 | $43.5K | 0.06% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,044 | $44.5K | 0.00% | +583+126.5% | Added |
| Ameritas Investment Partners, Inc. | 1,291 | $55.1K | 0.00% | −202−13.5% | Reduced |
| Legal & General Group Plc | 1,397 | $59.6K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 1,430 | $61.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,569 | $66.9K | 0.00% | −556−26.2% | Reduced |
| Aquatic Capital Management LLC | 1,815 | $77.4K | 0.00% | +1,815 | New |
| Pinnacle Wealth Planning Services, Inc. | 1,955 | $83.4K | 0.01% | 00.0% | Unchanged |
| CrossGen Wealth, LLC | 2,140 | $91.3K | 0.08% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,396 | $102.2K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 2,464 | $105.1K | 0.00% | −7,635−75.6% | Reduced |
| CWM, LLC | 3,186 | $135.9K | 0.00% | −37−1.1% | Reduced |
| Royal Bank of Canada | 3,571 | $153.0K | 0.00% | −166−4.4% | Reduced |
| BNP Paribas Arbitrage, SA | 4,131 | $176.2K | 0.00% | −2,895−41.2% | Reduced |
| Public Employees Retirement System of Ohio | 4,375 | $186.6K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 4,411 | $188.1K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 4,924 | $210.0K | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 5,100 | $217.5K | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 5,204 | $222.0K | 0.00% | −684−11.6% | Reduced |
| EntryPoint Capital, LLC | 5,344 | $227.9K | 0.07% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 5,412 | $230.8K | 0.00% | +5,412 | New |
| Boston Partners | 5,416 | $231.0K | 0.00% | +5,416 | New |
| Princeton Capital Management LLC | 5,500 | $234.6K | 0.06% | −1,000−15.4% | Reduced |
| Beese Fulmer Investment Management, Inc. | 5,602 | $238.9K | 0.02% | −84−1.5% | Reduced |
| Wells Fargo & Company | 5,961 | $254.3K | 0.00% | −11,999−66.8% | Reduced |
| Skopos Labs, Inc. | 5,988 | $255.4K | 0.01% | +5,988 | New |
| Sentinel Trust Co Lba | 6,269 | $267.0K | 0.03% | −4,264−40.5% | Reduced |
| Cetera Investment Advisers | 6,750 | $287.9K | 0.00% | 00.0% | Unchanged |
| AMG National Trust Bank | 6,764 | $288.5K | 0.01% | +1,040+18.2% | Added |
| Occudo Quantitative Strategies LP | 6,409 | $292.7K | 0.02% | −12−0.2% | Reduced |
| Harbor Advisors LLC | 6,995 | $298.3K | 0.04% | 00.0% | Unchanged |
| Odyssean, LLC | 7,116 | $303.5K | 0.11% | +7,116 | New |
| Zacks Investment Management | 7,139 | $304.5K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 7,391 | $315.2K | 0.00% | −70−0.9% | Reduced |
| Equitable Trust Co | 7,720 | $329.3K | 0.02% | +235+3.1% | Added |
| Ameriprise Financial Inc | 8,038 | $342.8K | 0.00% | −1,612−16.7% | Reduced |
| Rafferty Asset Management, LLC | 8,117 | $346.2K | 0.00% | +8,117 | New |
| Susquehanna International Group, LLP | 9,004 | $384.0K | 0.00% | +9,004 | New |
| Cary Street Partners Financial LLC | 9,074 | $387.0K | 0.01% | 00.0% | Unchanged |
| MetLife Investment Management | 9,114 | $388.7K | 0.00% | −133−1.4% | Reduced |
| D. E. Shaw & Co., Inc. | 9,965 | $425.0K | 0.00% | +3,311+49.8% | Added |
| Quantinno Capital Management LP | 10,939 | $466.6K | 0.00% | +5,799+112.8% | Added |
| Citigroup Inc | 11,355 | $484.3K | 0.00% | +5,509+94.2% | Added |
| Alps Advisors Inc | 11,740 | $500.7K | 0.00% | +11,740 | New |
| Deutsche Bank AG | 12,026 | $512.9K | 0.00% | +1,453+13.7% | Added |
| Trexquant Investment LP | 12,259 | $522.8K | 0.00% | +12,259 | New |
| Price T Rowe Associates Inc | 12,244 | $523.0K | 0.00% | +3,061+33.3% | Added |
| Jane Street Group, LLC | 12,327 | $525.7K | 0.00% | +2,320+23.2% | Added |
| Susquehanna Fundamental Investments, LLC | 12,336 | $526.1K | 0.02% | +1,251+11.3% | Added |
| Los Angeles Capital Management LLC | 12,887 | $549.6K | 0.00% | −12,398−49.0% | Reduced |
| XTX Topco Ltd | 13,065 | $557.2K | 0.01% | +6,855+110.4% | Added |
| STRS Ohio | 14,200 | $605.6K | 0.00% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 15,510 | $661.5K | 0.01% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 16,632 | $709.4K | 0.00% | −58,365−77.8% | Reduced |
| Captrust Financial Advisors | 16,977 | $724.1K | 0.00% | −641−3.6% | Reduced |
| Daytona Street Capital LLC | 17,000 | $738.6K | 0.59% | −10,500−38.2% | Reduced |
| Huber Capital Management LLC | 17,742 | $756.7K | 0.12% | 00.0% | Unchanged |
| Globeflex Capital L P | 17,870 | $762.2K | 0.12% | 00.0% | Unchanged |
| Invesco Ltd. | 18,329 | $781.7K | 0.00% | −1,560−7.8% | Reduced |
| Creative Planning | 18,920 | $806.9K | 0.00% | +222+1.2% | Added |
| Rhumbline Advisers | 19,180 | $818.0K | 0.00% | −369−1.9% | Reduced |
| Gamco Investors, Inc. Et Al | 20,315 | $866.4K | 0.01% | −300−1.5% | Reduced |
| Flywheel Private Wealth LLC | 22,000 | $938.3K | 0.53% | +22,000 | New |
| Two Sigma Investments, LP | 22,313 | $951.6K | 0.00% | +4,477+25.1% | Added |
| Round Hill Asset Management | 24,044 | $1.03M | 0.67% | −1,552−6.1% | Reduced |
| Cerity Partners LLC | 24,953 | $1.06M | 0.00% | −1,502−5.7% | Reduced |
| Bank of America Corp | 26,388 | $1.13M | 0.00% | +10,154+62.5% | Added |
| Goepper Burkhardt LLC | 28,599 | $1.22M | 0.41% | 00.0% | Unchanged |
| Citadel Advisors LLC | 28,952 | $1.23M | 0.00% | +10,183+54.3% | Added |
| Nuveen, LLC | 30,140 | $1.29M | 0.00% | +2,492+9.0% | Added |
| Jacobs Levy Equity Management, Inc | 31,855 | $1.36M | 0.01% | +2,494+8.5% | Added |
| Lazard Asset Management LLC | 35,229 | $1.50M | 0.00% | +35,229 | New |
| Russell Investments Group, Ltd. | 35,944 | $1.53M | 0.00% | +34,489+2,370.4% | Added |
| Elizabeth Park Capital Advisors, Ltd. | 40,760 | $1.74M | 1.34% | −18,000−30.6% | Reduced |
| UBS Group AG | 42,690 | $1.82M | 0.00% | +12,237+40.2% | Added |