HOMETRUST BANCSHARES INC (HTB)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
166
Reporting holders
$503.1M
Reported value
60.8%
Of shares outstanding
0.0%
Held as options
+36
Holder change
Institutions report 10,154,483 shares against 16,693,180 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $83.7M | 1,677,983 | 0.00% | 8q | +5.2%+$4.1M |
| DIMENSIONAL FUND ADVISORS LP | $42.7M | 856,611 | 0.01% | 31q | +2.4%+$1.0M |
| FJ Capital Management LLC | $41.9M | 839,115 | 5.43% | 23q | -46.0%-$35.7M |
| VANGUARD CAPITAL MANAGEMENT LLC | $32.1M | 644,313 | 0.00% | 2q | -5.7%-$1.9M |
| AMERICAN CENTURY COMPANIES INC | $27.8M | 556,442 | 0.01% | 21q | +10.8%+$2.7M |
| STATE STREET CORP | $23.1M | 462,911 | 0.00% | 31q | +2.0%+$450.7K |
| RENAISSANCE TECHNOLOGIES LLC | $21.8M | 436,815 | 0.03% | 31q | -6.3%-$1.5M |
| ALLIANCEBERNSTEIN L.P. | $20.5M | 479,582 | 0.01% | 31q | -13.2%-$3.1M |
| GEODE CAPITAL MANAGEMENT, LLC | $18.3M | 366,680 | 0.00% | 31q | +3.9%+$694.6K |
| Nuveen, LLC | $13.8M | 276,695 | 0.00% | 6q | +818.0%+$12.3M |
| Private Capital Management, LLC | $12.4M | 248,335 | 1.09% | 6q | +1.7%+$212.0K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $7.5M | 150,841 | 0.00% | 2q | +22.8%+$1.4M |
| ROYCE & ASSOCIATES LP | $7.3M | 145,431 | 0.06% | 31q | HELD |
| Qube Research & Technologies Ltd | $6.8M | 137,278 | 0.01% | 9q | +99.3%+$3.4M |
| NORTHERN TRUST CORP | $6.6M | 131,762 | 0.00% | 31q | +4.3%+$273.7K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $6.2M | 124,651 | 0.11% | 6q | +4.9%+$290.7K |
| GOLDMAN SACHS GROUP INC | $5.8M | 116,145 | 0.00% | 31q | -16.0%-$1.1M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $5.7M | 114,126 | 0.00% | 31q | -1.1%-$62.7K |
| Sixth Street Partners Management Company, L.P. | $5.7M | 114,126 | 0.00% | new | NEW |
| Polaris Capital Management, LLC | $5.4M | 107,700 | 0.51% | 7q | +2.6%+$134.7K |
| MORGAN STANLEY | $5.3M | 105,959 | 0.00% | 35q | +28.2%+$1.2M |
| VANGUARD FIDUCIARY TRUST CO | $4.4M | 88,752 | 0.00% | 2q | -1.8%-$82.5K |
| TWO SIGMA INVESTMENTS, LP | $4.1M | 82,825 | 0.00% | 21q | +271.2%+$3.0M |
| Empowered Funds, LLC | $4.1M | 82,151 | 0.02% | 2q | +7.6%+$290.7K |
| WELLINGTON MANAGEMENT GROUP LLP | $4.0M | 79,200 | 0.00% | 10q | HELD |
| SALZHAUER MICHAEL | $3.9M | 78,725 | 1.34% | 31q | HELD |
| Bank of New York Mellon Corp | $3.6M | 73,110 | 0.00% | 31q | +6.6%+$225.1K |
| CITADEL ADVISORS LLC | $3.6M | 72,459 | 0.00% | 8q | +150.3%+$2.2M |
| FEDERATED HERMES, INC. | $2.8M | 56,350 | 0.00% | 21q | +27.1%+$599.2K |
| JPMORGAN CHASE & CO | $2.6M | 53,559 | 0.00% | 31q | -6.1%-$170.7K |
| Oppenheimer & Close, LLC | $2.6M | 52,708 | 1.66% | 31q | HELD |
| Rosenthal | Henry Capital Advisors, Inc. | $2.5M | 50,047 | 2.18% | 2q | HELD |
| BARCLAYS PLC | $2.3M | 46,812 | 0.00% | 31q | HELD |
| AQR CAPITAL MANAGEMENT LLC | $2.2M | 44,746 | 0.00% | 9q | +2.7%+$58.0K |
| FIRST TRUST ADVISORS LP | $2.2M | 43,195 | 0.00% | 4q | +1.1%+$24.4K |
| FRANKLIN RESOURCES INC | $2.1M | 42,674 | 0.00% | 12q | -15.3%-$385.7K |
| Elizabeth Park Capital Advisors, Ltd. | $2.0M | 40,760 | 1.40% | 6q | HELD |
| Russell Investments Group, Ltd. | $2.0M | 39,785 | 0.00% | 31q | +10.7%+$191.6K |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $2.0M | 39,532 | 0.01% | 31q | +24.1%+$383.0K |
| LAZARD ASSET MANAGEMENT LLC | $1.8M | 35,262 | 0.00% | 2q | HELD |
| UBS Group AG | $1.6M | 33,033 | 0.00% | 15q | -22.6%-$481.8K |
| Goepper Burkhardt LLC | $1.3M | 25,599 | 0.38% | 3q | -10.5%-$149.7K |
| MILLENNIUM MANAGEMENT LLC | $1.3M | 25,475 | 0.00% | new | NEW |
| Cerity Partners LLC | $1.2M | 24,614 | 0.00% | 10q | -1.4%-$16.9K |
| Round Hill Asset Management | $1.2M | 24,044 | 0.75% | 31q | HELD |
| D. E. Shaw & Co., Inc. | $1.2M | 23,062 | 0.00% | 31q | +131.4%+$653.4K |
| Flywheel Private Wealth LLC | $1.1M | 22,000 | 0.54% | 2q | HELD |
| Creative Planning | $1.0M | 20,580 | 0.00% | 8q | +8.8%+$82.8K |
| Sanctuary Advisors, LLC | $1.0M | 20,542 | 0.00% | new | NEW |
| RHUMBLINE ADVISERS | $1.0M | 20,265 | 0.00% | 31q | +5.7%+$54.1K |
| Invesco Ltd. | $906.0K | 18,160 | 0.00% | 26q | -0.9%-$8.4K |
| Huber Capital Management LLC | $885.1K | 17,742 | 0.13% | 15q | HELD |
| EJF Capital LP | $858.3K | 17,203 | 0.57% | 11q | -71.1%-$2.1M |
| BANK OF AMERICA CORP /DE/ | $856.5K | 17,167 | 0.00% | 31q | -34.9%-$460.0K |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $852.7K | 17,092 | 0.00% | 26q | +32.6%+$209.8K |
| Daytona Street Capital LLC | $825.1K | 17,000 | 0.60% | 3q | HELD |
| BNP PARIBAS FINANCIAL MARKETS | $817.4K | 16,385 | 0.00% | 31q | +296.6%+$611.4K |
| STRS OHIO | $778.3K | 15,600 | 0.00% | 31q | +9.9%+$69.8K |
| Concurrent Investment Advisors, LLC | $773.8K | 15,510 | 0.01% | 6q | HELD |
| Point72 Asset Management, L.P. | $755.4K | 15,141 | 0.00% | new | NEW |
| DEUTSCHE BANK AG\ | $754.4K | 15,121 | 0.00% | 34q | +25.7%+$154.4K |
| CITIGROUP INC | $714.1K | 14,314 | 0.00% | 31q | +26.1%+$147.6K |
| XTX Topco Ltd | $711.2K | 14,256 | 0.01% | 3q | +9.1%+$59.4K |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $694.7K | 13,925 | 0.01% | 3q | +12.9%+$79.3K |
| ANCHYRA PARTNERS LLC | $692.6K | 13,882 | 0.17% | new | NEW |
| Quantinno Capital Management LP | $685.8K | 13,745 | 0.00% | 3q | +25.7%+$140.0K |
| CAPTRUST FINANCIAL ADVISORS | $673.3K | 13,495 | 0.00% | 5q | -20.5%-$173.7K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $658.6K | 13,202 | 0.00% | new | NEW |
| Odyssean, LLC | $655.6K | 13,140 | 0.11% | 2q | +84.7%+$300.5K |
| WELLS FARGO & COMPANY/MN | $648.1K | 12,990 | 0.00% | 31q | +9.0%+$53.3K |
| Park Capital Management, LLC / WI | $599.9K | 12,025 | 0.35% | new | NEW |
| EQUITABLE TRUST CO | $597.4K | 11,975 | 0.02% | 3q | +55.1%+$212.3K |
| ALPS ADVISORS INC | $593.2K | 11,891 | 0.00% | 2q | +1.3%+$7.5K |
| AMERIPRISE FINANCIAL INC | $564.0K | 11,304 | 0.00% | 14q | -29.7%-$238.1K |
| Trexquant Investment LP | $549.0K | 11,005 | 0.00% | 2q | -10.2%-$62.6K |
| AMG National Trust Bank | $548.8K | 11,000 | 0.01% | 15q | +62.6%+$211.3K |
| GAMCO INVESTORS, INC. ET AL | $536.3K | 10,750 | 0.00% | 8q | -47.1%-$477.2K |
| Symmetry Partners, LLC | $531.4K | 10,652 | 0.03% | new | NEW |
| Aquatic Capital Management LLC | $466.4K | 9,348 | 0.02% | 2q | +415.0%+$375.8K |
| MetLife Investment Management, LLC | $461.4K | 9,248 | 0.00% | 32q | +1.5%+$6.7K |
| Able Wealth Management LLC | $457.5K | 9,170 | 0.10% | new | NEW |
| Fifth Third Wealth Advisors LLC | $453.8K | 9,097 | 0.01% | new | NEW |
| CARY STREET PARTNERS FINANCIAL LLC | $452.2K | 9,064 | 0.01% | 5q | HELD |
| ExodusPoint Capital Management, LP | $430.9K | 8,636 | 0.00% | new | NEW |
| HUB Investment Partners, LLC | $419.6K | 8,410 | 0.01% | new | NEW |
| Squarepoint Ops LLC | $400.5K | 8,027 | 0.00% | new | NEW |
| Engineers Gate Manager LP | $370.0K | 7,417 | 0.00% | new | NEW |
| Empirical Asset Management, LLC | $364.1K | 7,299 | 0.08% | new | NEW |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $356.3K | 7,141 | 0.00% | 9q | -3.4%-$12.5K |
| ZACKS INVESTMENT MANAGEMENT | $356.2K | 7,139 | 0.00% | 3q | HELD |
| Integrated Quantitative Investments LLC | $350.6K | 7,027 | 0.06% | new | NEW |
| NEW YORK STATE COMMON RETIREMENT FUND | $350.4K | 7,024 | 0.00% | 31q | +42.6%+$104.8K |
| Harbor Advisors LLC | $349.0K | 6,995 | 0.04% | 9q | HELD |
| TUDOR INVESTMENT CORP ET AL | $346.3K | 6,941 | 0.00% | new | NEW |
| Cetera Investment Advisers | $336.8K | 6,750 | 0.00% | 3q | HELD |
| OCCUDO QUANTITATIVE STRATEGIES LP | $320.5K | 6,425 | 0.02% | 4q | HELD |
| JANE STREET GROUP, LLC | $312.8K | 6,270 | 0.00% | 6q | -49.1%-$302.2K |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $302.1K | 6,055 | 0.00% | 31q | +38.4%+$83.8K |
| PANAGORA ASSET MANAGEMENT INC | $298.6K | 5,985 | 0.00% | 31q | -64.0%-$531.2K |
| TWO SIGMA SECURITIES, LLC | $292.7K | 5,866 | 0.03% | new | NEW |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-06 | 13G/A | FJ Capital Management LLCwith 3 co-filers | 5.0% |
| 2026-07-14 | 13G | Dimensional Fund Advisors LP | 5.1% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 166 | $503.1M | 10,154,483 | 44 | 53 | 32 | 0.0% |
| Q1 2026 | 130 | $431.6M | 10,115,033 | 17 | 34 | 40 | 0.0% |
| Q4 2025 | 122 | $434.2M | 10,119,873 | 15 | 32 | 46 | 0.0% |
| Q3 2025 | 121 | $418.0M | 10,210,505 | 16 | 41 | 38 | 0.0% |
| Q2 2025 | 115 | $378.2M | 10,108,621 | 16 | 37 | 34 | 0.0% |
| Q1 2025 | 104 | $339.6M | 9,905,163 | 16 | 32 | 35 | 0.0% |
| Q4 2024 | 97 | $329.2M | 9,763,520 | 9 | 30 | 33 | 0.1% |
| Q3 2024 | 100 | $336.8M | 9,876,938 | 17 | 31 | 28 | 0.0% |
| Q2 2024 | 88 | $288.6M | 9,610,949 | 7 | 28 | 35 | 0.0% |
| Q1 2024 | 88 | $246.4M | 9,012,472 | 9 | 22 | 37 | 0.0% |
| Q4 2023 | 84 | $242.5M | 9,006,137 | 8 | 33 | 22 | 0.0% |
| Q3 2023 | 80 | $186.9M | 8,625,661 | 5 | 27 | 29 | 0.0% |
| Q2 2023 | 82 | $180.3M | 8,630,957 | 3 | 32 | 21 | 0.0% |
| Q1 2023 | 83 | $212.3M | 8,628,727 | 6 | 30 | 30 | 0.0% |
| Q4 2022 | 77 | $162.4M | 6,714,998 | 8 | 36 | 18 | 0.1% |
| Q3 2022 | 95 | $202.5M | 9,160,258 | 15 | 35 | 27 | 0.0% |
| Q2 2022 | 89 | $232.4M | 9,297,301 | 7 | 26 | 37 | 0.0% |
| Q1 2022 | 94 | $283.3M | 9,590,147 | 6 | 24 | 40 | 0.0% |
| Q4 2021 | 97 | $308.0M | 9,941,461 | 15 | 33 | 25 | 0.0% |
| Q3 2021 | 87 | $270.9M | 9,682,457 | 5 | 23 | 42 | 0.0% |
| Q2 2021 | 94 | $275.4M | 9,874,873 | 15 | 23 | 43 | 0.0% |
| Q1 2021 | 82 | $236.9M | 9,731,560 | 2 | 22 | 40 | 0.0% |
| Q4 2020 | 86 | $190.7M | 9,874,472 | 11 | 29 | 34 | 0.0% |
| Q3 2020 | 88 | $139.2M | 10,244,262 | 3 | 27 | 40 | 0.0% |
| Q2 2020 | 95 | $163.7M | 10,235,958 | 15 | 37 | 24 | 0.0% |
| Q1 2020 | 92 | $159.7M | 10,034,530 | 7 | 39 | 27 | 0.0% |
| Q4 2019 | 99 | $292.3M | 10,895,550 | 8 | 38 | 34 | 0.0% |
| Q3 2019 | 94 | $283.7M | 10,880,635 | 4 | 30 | 35 | 0.0% |
| Q2 2019 | 98 | $274.2M | 10,906,296 | 11 | 25 | 37 | 0.0% |
| Q1 2019 | 99 | $285.7M | 11,337,341 | 10 | 42 | 27 | 0.0% |
| Q4 2018 | 98 | $298.2M | 11,390,954 | 2 | 2 | 2 | 0.0% |