HOMETRUST BANCSHARES INC HTB
COM · Common Stock · CUSIP 437872104
Asheville, North Carolina-based bank holding company
- SectorFinancials
- IndustrySavings Institution, Federally Chartered
- HeadquartersAsheville, NC
- Founded1926
- Websitehometrustbanking.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($3.5m this quarter). Holder counts are more reliable. Shares outstanding: 16.9m as of 2026-03-09, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $42.67.
Trends to Q1 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 95 |
| Q4 2022 | 101 |
| Q1 2023 | 99 |
| Q2 2023 | 91 |
| Q3 2023 | 90 |
| Q4 2023 | 95 |
| Q1 2024 | 99 |
| Q2 2024 | 97 |
| Q3 2024 | 110 |
| Q4 2024 | 107 |
| Q1 2025 | 115 |
| Q2 2025 | 125 |
| Q3 2025 | 132 |
| Q4 2025 | 132 |
| Q1 2026 | 138 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2024 | 39 | 51 |
| Q3 2024 | 53 | 41 |
| Q4 2024 | 44 | 53 |
| Q1 2025 | 51 | 51 |
| Q2 2025 | 61 | 46 |
| Q3 2025 | 66 | 53 |
| Q4 2025 | 50 | 64 |
| Q1 2026 | 52 | 60 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $0 | $0 | — |
| Q3 2025 | $4.1k | $0 | 0.00 |
| Q4 2025 | $0 | $0 | — |
| Q1 2026 | $0 | $0 | — |
Biggest buyers
| STATE STREET CORP | Added | +96.7k |
| Empowered Funds, LLC | New | +76.3k |
| Rosenthal | Henry Capital Advisors, Inc. | New | +50.0k |
| AMERICAN CENTURY COMPANIES INC | Added | +41.2k |
| LAZARD ASSET MANAGEMENT LLC | New | +35.2k |
| Russell Investments Group, Ltd. | Added | +34.5k |
| FRANKLIN RESOURCES INC | Added | +34.1k |
| Flywheel Private Wealth LLC | New | +22.0k |
| DIMENSIONAL FUND ADVISORS LP | Added | +21.1k |
| Trexquant Investment LP | New | +12.3k |
Biggest sellers
| FJ Capital Management LLC | Reduced | -139.1k |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -84.3k |
| PANAGORA ASSET MANAGEMENT INC | Reduced | -58.4k |
| BlackRock, Inc. | Reduced | -43.4k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -39.0k |
| JPMORGAN CHASE & CO | Reduced | -19.0k |
| HSBC HOLDINGS PLC | Sold out | -18.2k |
| Elizabeth Park Capital Advisors, Ltd. | Reduced | -18.0k |
| BARCLAYS PLC | Reduced | -17.8k |
| LOS ANGELES CAPITAL MANAGEMENT LLC | Reduced | -12.4k |
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution filed 2025-04-24 | 6.7% |
| DIMENSIONAL FUND ADVISORS LP 13G · institution new · filed 2026-07-14 | 5.1% |
Fell to 5% or below in the last year: FJ Capital Management LLC (5.0%, 2026-08-06)
Insider purchases and sales in Q1 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q2 2024 | 1 | $15.0k | 0 | — | — |
| Q3 2024 | 1 | $20.8k | 0 | — | — |
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 1 | $82.4k | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 1 | $90.0k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-02-06 | Sprink John Francis II EVP | Sold | $90.0k2.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 1.6m $68.0m | Reduced -43.4k |
| FJ Capital Management LLC 7.46% of their portfolio | 1.6m $66.3m | Reduced -139.1k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 836.3k $35.7m | Added +21.1k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 682.9k $29.1m | First filing |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 552.8k $23.7m | Reduced -10.9k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 502.3k $21.4m | Added +41.2k |
| RENAISSANCE TECHNOLOGIES LLC 0.03% of their portfolio | 466.2k $19.9m | Reduced -39.0k |
| STATE STREET CORP 0.00% of their portfolio | 453.9k $19.4m | Added +96.7k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 352.8k $15.0m | Added +5.5k |
| Private Capital Management, LLC 1.06% of their portfolio | 244.1k $10.4m | Reduced -4.4k |
| ROYCE & ASSOCIATES LP 0.06% of their portfolio | 145.4k $6.2m | Unchanged |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 138.2k $5.9m | Reduced -5.9k |
| ACADIAN ASSET MANAGEMENT LLC 0.01% of their portfolio | 128.9k $5.5m | Reduced -4.3k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 126.3k $5.4m | Added +4.4k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 122.9k $5.2m | First filing |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.10% of their portfolio | 118.8k $5.1m | Added +5.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 115.4k $4.9m | Reduced -4.6k |
| Polaris Capital Management, LLC 0.37% of their portfolio | 105.0k $4.5m | Unchanged |
| CSM Advisors, LLC 0.10% of their portfolio | 98.2k $4.2m | Reduced -605 |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 90.4k $3.9m | First filing |
| MORGAN STANLEY 0.00% of their portfolio | 82.7k $3.5m | Reduced -8.5k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 79.2k $3.4m | Reduced -84.3k |
| SALZHAUER MICHAEL 1.58% of their portfolio | 78.7k $3.4m | Added +200 |
| Empowered Funds, LLC 0.02% of their portfolio | 76.3k $3.3m | New |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 68.9k $2.9m | Reduced -1.8k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 68.6k $2.9m | Added +3.4k |
| EJF Capital LP 1.79% of their portfolio | 59.5k $2.5m | Reduced -2.3k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 57.0k $2.4m | Reduced -19.0k |
| Oppenheimer & Close, LLC 1.42% of their portfolio | 52.7k $2.2m | Unchanged |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 50.4k $2.1m | Added +34.1k |
| Rosenthal | Henry Capital Advisors, Inc. 2.09% of their portfolio | 50.0k $2.1m | New |
| MENDON CAPITAL ADVISORS CORP 0.77% of their portfolio | 46.8k $2.0m | Unchanged |
| Curi Capital, LLC 0.04% of their portfolio | 46.8k $2.0m | Unchanged |
| BARCLAYS PLC 0.00% of their portfolio | 46.6k $2.0m | Reduced -17.8k |
| FEDERATED HERMES, INC. 0.00% of their portfolio | 44.3k $1.9m | Added +4.1k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 43.6k $1.9m | Reduced -5.4k |
| Thrivent Financial for Lutherans 0.00% of their portfolio | 43.4k $1.9m | Reduced -2.7k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 42.7k $1.8m | Reduced -118 |
| UBS Group AG 0.00% of their portfolio | 42.7k $1.8m | Added +12.2k |
| Elizabeth Park Capital Advisors, Ltd. 1.34% of their portfolio | 40.8k $1.7m | Reduced -18.0k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 35.9k $1.5m | Added +34.5k |
| LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio | 35.2k $1.5m | New |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.01% of their portfolio | 31.9k $1.4m | Added +2.5k |
| Nuveen, LLC 0.00% of their portfolio | 30.1k $1.3m | Added +2.5k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 29.0k $1.2m | Added +10.2k |
| Goepper Burkhardt LLC 0.41% of their portfolio | 28.6k $1.2m | Unchanged |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 26.4k $1.1m | Added +10.2k |
| Cerity Partners LLC 0.00% of their portfolio | 25.0k $1.1m | Reduced -1.5k |
| Round Hill Asset Management 0.69% of their portfolio | 24.0k $1.0m | Reduced -1.6k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 22.3k $951.6k | Added +4.5k |
| Flywheel Private Wealth LLC 0.53% of their portfolio | 22.0k $938.3k | New |
| GAMCO INVESTORS, INC. ET AL 0.01% of their portfolio | 20.3k $866.4k | Reduced -300 |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 19.2k $818.0k | Reduced -369 |
| Creative Planning 0.00% of their portfolio | 18.9k $806.9k | Added +222 |
| Invesco Ltd. 0.00% of their portfolio | 18.3k $781.7k | Reduced -1.6k |
| GLOBEFLEX CAPITAL L P 0.12% of their portfolio | 17.9k $762.2k | Unchanged |
| Huber Capital Management LLC 0.12% of their portfolio | 17.7k $756.7k | Unchanged |
| Daytona Street Capital LLC 0.57% of their portfolio | 17.0k $738.6k | Reduced -10.5k |
| CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio | 17.0k $724.1k | Reduced -641 |
| PANAGORA ASSET MANAGEMENT INC 0.00% of their portfolio | 16.6k $709.4k | Reduced -58.4k |
| Concurrent Investment Advisors, LLC 0.01% of their portfolio | 15.5k $661.5k | Unchanged |
| STRS OHIO 0.00% of their portfolio | 14.2k $605.6k | Unchanged |
| XTX Topco Ltd 0.01% of their portfolio | 13.1k $557.2k | Added +6.9k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 12.9k $549.6k | Reduced -12.4k |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.02% of their portfolio | 12.3k $526.1k | Added +1.3k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 12.3k $525.7k | Added +2.3k |
| Trexquant Investment LP 0.00% of their portfolio | 12.3k $522.8k | New |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 12.2k $523.0k | Added +3.1k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 12.0k $512.9k | Added +1.5k |
| ALPS ADVISORS INC 0.00% of their portfolio | 11.7k $500.7k | New |
| CITIGROUP INC 0.00% of their portfolio | 11.4k $484.3k | Added +5.5k |
| Quantinno Capital Management LP 0.00% of their portfolio | 10.9k $466.6k | Added +5.8k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 10.0k $425.0k | Added +3.3k |
| MetLife Investment Management, LLC 0.00% of their portfolio | 9.1k $388.7k | Reduced -133 |
| CARY STREET PARTNERS FINANCIAL LLC 0.01% of their portfolio | 9.1k $387.0k | Unchanged |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 9.0k $384.0k | New |
| Rafferty Asset Management, LLC 0.00% of their portfolio | 8.1k $346.2k | New |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 8.0k $342.8k | Reduced -1.6k |
| EQUITABLE TRUST CO 0.02% of their portfolio | 7.7k $329.3k | Added +235 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 7.4k $315.2k | Reduced -70 |
| ZACKS INVESTMENT MANAGEMENT 0.00% of their portfolio | 7.1k $304.5k | Unchanged |
| Odyssean, LLC 0.11% of their portfolio | 7.1k $303.5k | New |
| Harbor Advisors LLC 0.04% of their portfolio | 7.0k $298.3k | Unchanged |
| AMG National Trust Bank 0.01% of their portfolio | 6.8k $288.5k | Added +1.0k |
| Cetera Investment Advisers 0.00% of their portfolio | 6.8k $287.9k | Unchanged |
| OCCUDO QUANTITATIVE STRATEGIES LP 0.02% of their portfolio | 6.4k $292.7k | Reduced -12 |
| SENTINEL TRUST CO LBA 0.03% of their portfolio | 6.3k $267.0k | Reduced -4.3k |
| Brooklyn Investment Group 0.01% of their portfolio | 6.0k $255.4k | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 6.0k $254.3k | Reduced -12.0k |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. 0.02% of their portfolio | 5.6k $238.9k | Reduced -84 |
| PRINCETON CAPITAL MANAGEMENT LLC 0.06% of their portfolio | 5.5k $234.6k | Reduced -1.0k |
| Boston Partners 0.00% of their portfolio | 5.4k $231.0k | New |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 5.4k $230.8k | First filing |
| EntryPoint Capital, LLC 0.07% of their portfolio | 5.3k $227.9k | Unchanged |
| INTECH INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 5.2k $222.0k | Reduced -684 |
| CANADA PENSION PLAN INVESTMENT BOARD 0.00% of their portfolio | 5.1k $217.5k | Unchanged |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 4.9k $210.0k | Unchanged |
| Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio | 4.4k $188.1k | Unchanged |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio | 4.4k $186.6k | Unchanged |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 4.1k $176.2k | Reduced -2.9k |