HomeTrust Bancshares, Inc.
HTB- Exchange
- NYSE
- Industry
- Savings Institution, Federally Chartered
- SEC CIK
- 0001538263
No open-market purchases or sales by HomeTrust Bancshares, Inc. insiders were filed in the last 90 days; 172 institutions reported holding it in 13F filings for Q2 2026, worth $512.9M in total; no superinvestor holds it.
13F holders, Q3 2026
Institutional positions in HomeTrust Bancshares, Inc. as of Sep 30, 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
Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.
- Institutional holders
- 94
- +1 vs. Q2 2026
- Shares held
- 4.88M
- +479.8K (+10.9%) vs. Q2 2026
- Total value
- $223.2M
- +$3.55M (+1.6%) vs. Q2 2026
- New holders
- 17
- 33 more added
- Sold out
- 16
- 24 more reduced
79 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2026: 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, Q3 2026
Shares, value and share of portfolio for each institution holding HomeTrust Bancshares, Inc.; share changes are against Q2 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | 897,897 | $41.1M | 0.01% | +41,286+4.8% | Added |
| American Century Companies Inc | 601,160 | $27.5M | 0.01% | +44,718+8.0% | Added |
| State Street Corp | 547,796 | $25.1M | 0.00% | +84,885+18.3% | Added |
| Renaissance Technologies LLC | 441,915 | $20.2M | 0.03% | +5,100+1.2% | Added |
| Geode Capital Management, LLC | 417,851 | $19.1M | 0.00% | +51,171+14.0% | Added |
| Boston Partners | 379,411 | $17.4M | 0.02% | +374,602+7,789.6% | Added |
| Royce & Associates LP | 145,431 | $6.66M | 0.06% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 119,181 | $5.45M | 0.01% | 00.0% | Unchanged |
| Polaris Capital Management, LLC | 103,200 | $4.72M | 0.50% | −4,500−4.2% | Reduced |
| Barclays PLC | 101,668 | $4.65M | 0.00% | +54,856+117.2% | Added |
| John W. Rosenthal Capital Management, Inc. | 92,547 | $3.79M | 3.48% | +42,500+84.9% | Added |
| Salzhauer Michael | 74,412 | $3.41M | 1.44% | −4,313−5.5% | Reduced |
| Bank of New York Mellon Corp | 73,126 | $3.35M | 0.00% | +160.0% | Added |
| First Trust Advisors LP | 67,294 | $3.08M | 0.00% | +24,099+55.8% | Added |
| Federated Hermes, Inc. | 63,777 | $2.92M | 0.00% | +7,427+13.2% | Added |
| UBS Group AG | 59,806 | $2.74M | 0.00% | +26,773+81.0% | Added |
| Russell Investments Group, Ltd. | 54,996 | $2.52M | 0.00% | +15,211+38.2% | Added |
| Nuveen, LLC | 51,301 | $2.35M | 0.00% | −225,394−81.5% | Reduced |
| JPMorgan Chase & Co | 46,726 | $2.14M | 0.00% | −6,833−12.8% | Reduced |
| Oppenheimer & Close, LLC | 42,708 | $1.95M | 1.20% | −10,000−19.0% | Reduced |
| Franklin Resources Inc | 40,576 | $1.94M | 0.00% | −2,098−4.9% | Reduced |
| FMR LLC | 41,089 | $1.88M | 0.00% | +36,081+720.5% | Added |
| Los Angeles Capital Management LLC | 39,786 | $1.82M | 0.01% | +22,694+132.8% | Added |
| Y-Intercept (Hong Kong) Ltd | 26,434 | $1.21M | 0.03% | +20,809+369.9% | Added |
| BNP Paribas Arbitrage, SA | 23,247 | $1.06M | 0.00% | +6,862+41.9% | Added |
| Creative Planning | 23,131 | $1.06M | 0.00% | +2,551+12.4% | Added |
| Flywheel Private Wealth LLC | 22,000 | $1.01M | 0.50% | 00.0% | Unchanged |
| Rhumbline Advisers | 20,486 | $937.6K | 0.00% | +221+1.1% | Added |
| Invesco Ltd. | 19,423 | $889.0K | 0.00% | +1,263+7.0% | Added |
| SummerHaven Investment Management, LLC | 18,733 | $857.4K | 0.48% | +18,733 | New |
| Citigroup Inc | 18,607 | $851.6K | 0.00% | +4,293+30.0% | Added |
| Concurrent Investment Advisors, LLC | 16,431 | $752.0K | 0.01% | +921+5.9% | Added |
| Huber Capital Management LLC | 15,742 | $720.5K | 0.11% | −2,000−11.3% | Reduced |
| Equitable Trust Co | 15,385 | $704.2K | 0.03% | +3,410+28.5% | Added |
| Captrust Financial Advisors | 13,568 | $621.0K | 0.00% | +73+0.5% | Added |
| Deutsche Bank AG | 13,271 | $607.4K | 0.00% | −1,850−12.2% | Reduced |
| ELCO Management Co., LLC | 11,653 | $533.4K | 0.25% | +11,653 | New |
| Gamco Investors, Inc. Et Al | 10,750 | $492.0K | 0.00% | 00.0% | Unchanged |
| Axq Capital, LP | 10,014 | $458.3K | 0.06% | +10,014 | New |
| STRS Ohio | 9,700 | $444.0K | 0.00% | −5,900−37.8% | Reduced |
| Squarepoint Ops LLC | 7,836 | $358.7K | 0.00% | −191−2.4% | Reduced |
| Mariner, LLC | 7,671 | $351.1K | 0.00% | +2,384+45.1% | Added |
| AMG National Trust Bank | 7,000 | $320.4K | 0.01% | −4,000−36.4% | Reduced |
| SEI Investments Co | 6,920 | $316.9K | 0.00% | +6,920 | New |
| Cary Street Partners Financial LLC | 6,564 | $300.4K | 0.01% | −2,500−27.6% | Reduced |
| Sentinel Trust Co Lba | 6,269 | $287.0K | 0.02% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 5,985 | $273.9K | 0.00% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 5,694 | $260.6K | 0.01% | +18+0.3% | Added |
| Princeton Capital Management LLC | 5,000 | $228.8K | 0.05% | −500−9.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 4,786 | $222.2K | 0.00% | +4,786 | New |
| Savant Capital, LLC | 4,682 | $214.3K | 0.00% | +4,682 | New |
| Raymond James Financial Inc | 4,666 | $213.6K | 0.00% | +4,666 | New |
| Police & Firemen's Retirement System of New Jersey | 4,411 | $201.9K | 0.00% | 00.0% | Unchanged |
| CrossGen Wealth, LLC | 2,140 | $97.9K | 0.07% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,968 | $90.1K | 0.01% | +13+0.7% | Added |
| SRS Capital Advisors, Inc. | 1,155 | $52.9K | 0.00% | −38−3.2% | Reduced |
| Daytona Street Capital LLC | 1,000 | $46.5K | 0.03% | −16,000−94.1% | Reduced |
| Parkside Financial Bank & Trust | 978 | $44.8K | 0.00% | +978 | New |
| Nisa Investment Advisors, LLC | 884 | $40.5K | 0.00% | −1,855−67.7% | Reduced |
| Quantbot Technologies LP | 856 | $39.2K | 0.00% | −2,108−71.1% | Reduced |
| GAMMA Investing LLC | 732 | $33.5K | 0.00% | +2+0.3% | Added |
| State of Alaska, Department of Revenue | 698 | $31.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 592 | $27.1K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 517 | $23.7K | 0.00% | +517 | New |
| Laurel Wealth Advisors LLC | 500 | $22.9K | 0.00% | +500 | New |
| Farther Finance Advisors, LLC | 302 | $13.8K | 0.00% | −2,828−90.4% | Reduced |
| Sterling Capital Management LLC | 302 | $13.8K | 0.00% | −11−3.5% | Reduced |
| Parallel Advisors, LLC | 263 | $12.0K | 0.00% | −2,882−91.6% | Reduced |
| KFG LLC | 225 | $10.3K | 0.01% | +225 | New |
| Allworth Financial LP | 157 | $7.83K | 0.00% | +11+7.5% | Added |
| Larson Financial Group LLC | 165 | $7.55K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 150 | $7.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 126 | $5.77K | 0.00% | −680−84.4% | Reduced |
| Aster Capital Management (DIFC) Ltd | 102 | $4.67K | 0.00% | +36+54.5% | Added |
| US Bancorp | 94 | $4.30K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 85 | $3.89K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 59 | $2.70K | 0.00% | +51+637.5% | Added |
| Essential Partners LLC | 57 | $2.61K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 42 | $1.92K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 39 | $1.78K | 0.00% | +39 | New |
| Rothschild Investment LLC | 37 | $1.69K | 0.00% | +3+8.8% | Added |
| Versant Capital Management, Inc | 35 | $1.60K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 28 | $1.28K | 0.00% | −1−3.4% | Reduced |
| Global Retirement Partners, LLC | 21 | $961 | 0.00% | −543−96.3% | Reduced |
| SJS Investment Consulting Inc. | 20 | $916 | 0.00% | +20 | New |
| TD Private Client Wealth LLC | 19 | $870 | 0.00% | +19 | New |
| True Wealth Design, LLC | 17 | $779 | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 17 | $778 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 15 | $686 | 0.00% | +15 | New |
| Smartleaf Asset Management LLC | 11 | $504 | 0.00% | −33−75.0% | Reduced |
| Silver Grove Financial Group, Inc. | 11 | $503 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 3 | $137 | 0.00% | +3 | New |
| GK Wealth Management LLC | 3 | $134 | 0.00% | +3 | New |
| Covestor Ltd | 9 | $0 | 0.00% | +2+28.6% | Added |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −43,404−100.0% | Sold out |
| Anchyra Partners LLC | 0 | $0 | 0.00% | −13,882−100.0% | Sold out |
| Park Capital Management, LLC | 0 | $0 | 0.00% | −12,025−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −11,891−100.0% | Sold out |
| Symmetry Partners, LLC | 0 | $0 | 0.00% | −10,652−100.0% | Sold out |
| Able Wealth Management LLC | 0 | $0 | 0.00% | −9,170−100.0% | Sold out |