Vault-13

HOMETRUST BANCSHARES INC HTB

COM · Common Stock · CUSIP 437872104

Asheville, North Carolina-based bank holding company

138 institutional holders +6 vs Q4 2025
10,308,91910.3m shares reported held*
60.9% of all shares outstanding*
$439.9mreported value*
17 new 35 added 47 reduced 13 sold out net sold ≈ $1.7m (-39.6k shares)

* 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

050100150Q3 22: 95Q4 22: 101Q1 23: 99Q2 23: 91Q3 23: 90Q4 23: 95Q1 24: 99Q2 24: 97Q3 24: 110Q4 24: 107Q1 25: 115Q2 25: 125Q3 25: 132Q4 25: 132Q1 26: 138138Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 202295
Q4 2022101
Q1 202399
Q2 202391
Q3 202390
Q4 202395
Q1 202499
Q2 202497
Q3 2024110
Q4 2024107
Q1 2025115
Q2 2025125
Q3 2025132
Q4 2025132
Q1 2026138

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q2 24: 39 bought or addedQ2 24: 51 cut or sold outQ3 24: 53 bought or addedQ3 24: 41 cut or sold outQ3 24Q4 24: 44 bought or addedQ4 24: 53 cut or sold outQ1 25: 51 bought or addedQ1 25: 51 cut or sold outQ1 25Q2 25: 61 bought or addedQ2 25: 46 cut or sold outQ3 25: 66 bought or addedQ3 25: 53 cut or sold outQ3 25Q4 25: 50 bought or addedQ4 25: 64 cut or sold outQ1 26: 52 bought or addedQ1 26: 60 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20243951
Q3 20245341
Q4 20244453
Q1 20255151
Q2 20256146
Q3 20256653
Q4 20255064
Q1 20265260

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$2k$4k$6kQ2 25 calls: $0Q2 25 puts: $0Q2 25P/C —Q3 25 calls: $4.1kQ3 25 puts: $0Q3 25P/C 0.00Q4 25 calls: $0Q4 25 puts: $0Q4 25P/C —Q1 26 calls: $0Q1 26 puts: $0Q1 26P/C —
Numbers
QuarterCallsPutsP/C
Q2 2025$0$0—
Q3 2025$4.1k$00.00
Q4 2025$0$0—
Q1 2026$0$0—

Biggest buyers

STATE STREET CORP Added +96,680+96.7k
Empowered Funds, LLC New +76,325+76.3k
Rosenthal | Henry Capital Advisors, Inc. New +50,047+50.0k
AMERICAN CENTURY COMPANIES INC Added +41,173+41.2k
LAZARD ASSET MANAGEMENT LLC New +35,229+35.2k
Russell Investments Group, Ltd. Added +34,489+34.5k
FRANKLIN RESOURCES INC Added +34,057+34.1k
Flywheel Private Wealth LLC New +22,000+22.0k
DIMENSIONAL FUND ADVISORS LP Added +21,078+21.1k
Trexquant Investment LP New +12,259+12.3k

Biggest sellers

FJ Capital Management LLC Reduced -139,128-139.1k
WELLINGTON MANAGEMENT GROUP LLP Reduced -84,296-84.3k
PANAGORA ASSET MANAGEMENT INC Reduced -58,365-58.4k
BlackRock, Inc. Reduced -43,351-43.4k
RENAISSANCE TECHNOLOGIES LLC Reduced -39,022-39.0k
JPMORGAN CHASE & CO Reduced -18,993-19.0k
HSBC HOLDINGS PLC Sold out -18,174-18.2k
Elizabeth Park Capital Advisors, Ltd. Reduced -18,000-18.0k
BARCLAYS PLC Reduced -17,799-17.8k
LOS ANGELES CAPITAL MANAGEMENT LLC Reduced -12,398-12.4k

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.

HolderStakeChangeShares Last filed
BlackRock, Inc. 13G · institution filed 2025-04-24 6.7% 1.2m≈ $58.8m 2025-04-24
DIMENSIONAL FUND ADVISORS LP 13G · institution new · filed 2026-07-14 5.1% new 856.6k≈ $42.7m 2026-07-14

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)

BuyingSelling
101Q2 24: 1 buyingQ2 24: 0 sellingQ3 24: 1 buyingQ3 24: 0 sellingQ3 24Q4 24: 0 buyingQ4 24: 0 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25Q2 25: 0 buyingQ2 25: 0 sellingQ3 25: 0 buyingQ3 25: 1 sellingQ3 25Q4 25: 0 buyingQ4 25: 0 sellingQ1 26: 0 buyingQ1 26: 1 sellingQ1 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q2 20241$15.0k0——
Q3 20241$20.8k0——
Q4 20240—0——
Q1 20250—0——
Q2 20250—0——
Q3 20250—1$82.4k—
Q4 20250—0——
Q1 20260—1$90.0k—
DateInsiderTradeSharesPrice ValueTheir holding
2026-02-06 Sprink John Francis II EVP Sold 2,000 $45.00 $90.0k2.0k shares -13%

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

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock, Inc. 0.00% of their portfolio New York, NY 1,595,5331.6m $68.0m $68.0m 0.00% Reduced -43.4k -43,351
2 FJ Capital Management LLC 7.46% of their portfolio MCLEAN, VA 1,554,4251.6m $66.3m $66.3m 7.46% Reduced -139.1k -139,128
3 DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio AUSTIN, TX 836,262836.3k $35.7m $35.7m 0.01% Added +21.1k +21,078
4 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 682,912682.9k $29.1m $29.1m 0.00% First filing
5 ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio NASHVILLE, TN 552,801552.8k $23.7m $23.7m 0.01% Reduced -10.9k -10,943
6 AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio KANSAS CITY, MO 502,315502.3k $21.4m $21.4m 0.01% Added +41.2k +41,173
7 RENAISSANCE TECHNOLOGIES LLC 0.03% of their portfolio NEW YORK, NY 466,215466.2k $19.9m $19.9m 0.03% Reduced -39.0k -39,022
8 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 453,878453.9k $19.4m $19.4m 0.00% Added +96.7k +96,680
9 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 352,761352.8k $15.0m $15.0m 0.00% Added +5.5k +5,464
10 Private Capital Management, LLC 1.06% of their portfolio NAPLES, FL 244,085244.1k $10.4m $10.4m 1.06% Reduced -4.4k -4,400
11 ROYCE & ASSOCIATES LP 0.06% of their portfolio New York, NY 145,431145.4k $6.2m $6.2m 0.06% Unchanged
12 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 138,196138.2k $5.9m $5.9m 0.00% Reduced -5.9k -5,898
13 ACADIAN ASSET MANAGEMENT LLC 0.01% of their portfolio Boston, MA 128,869128.9k $5.5m $5.5m 0.01% Reduced -4.3k -4,345
14 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 126,276126.3k $5.4m $5.4m 0.00% Added +4.4k +4,370
15 VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 122,858122.9k $5.2m $5.2m 0.00% First filing
16 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.10% of their portfolio HOUSTON, TX 118,825118.8k $5.1m $5.1m 0.10% Added +5.8k +5,844
17 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 115,383115.4k $4.9m $4.9m 0.00% Reduced -4.6k -4,617
18 Polaris Capital Management, LLC 0.37% of their portfolio BOSTON, MA 105,000105.0k $4.5m $4.5m 0.37% Unchanged
19 CSM Advisors, LLC 0.10% of their portfolio WARRENDALE, PA 98,19598.2k $4.2m $4.2m 0.10% Reduced -605 -605
20 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 90,40690.4k $3.9m $3.9m 0.00% First filing
21 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 82,67982.7k $3.5m $3.5m 0.00% Reduced -8.5k -8,482
22 WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio Boston, MA 79,20079.2k $3.4m $3.4m 0.00% Reduced -84.3k -84,296
23 SALZHAUER MICHAEL 1.58% of their portfolio NEW YORK, NY 78,72578.7k $3.4m $3.4m 1.58% Added +200 +200
24 Empowered Funds, LLC 0.02% of their portfolio NEWTOWN SQUARE, PA 76,32576.3k $3.3m $3.3m 0.02% New
25 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 68,87868.9k $2.9m $2.9m 0.00% Reduced -1.8k -1,840
26 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 68,59868.6k $2.9m $2.9m 0.00% Added +3.4k +3,357
27 EJF Capital LP 1.79% of their portfolio Arlington, VA 59,50059.5k $2.5m $2.5m 1.79% Reduced -2.3k -2,293
28 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 57,01457.0k $2.4m $2.4m 0.00% Reduced -19.0k -18,993
29 Oppenheimer & Close, LLC 1.42% of their portfolio NEW YORK, NY 52,70852.7k $2.2m $2.2m 1.42% Unchanged
30 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 50,40550.4k $2.1m $2.1m 0.00% Added +34.1k +34,057
31 Rosenthal | Henry Capital Advisors, Inc. 2.09% of their portfolio MISHAWAKA, IN 50,04750.0k $2.1m $2.1m 2.09% New
32 MENDON CAPITAL ADVISORS CORP 0.77% of their portfolio KEY LARGO, FL 46,84746.8k $2.0m $2.0m 0.77% Unchanged
33 Curi Capital, LLC 0.04% of their portfolio CHICAGO, IL 46,84746.8k $2.0m $2.0m 0.04% Unchanged
34 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 46,63146.6k $2.0m $2.0m 0.00% Reduced -17.8k -17,799
35 FEDERATED HERMES, INC. 0.00% of their portfolio PITTSBURGH, PA 44,34044.3k $1.9m $1.9m 0.00% Added +4.1k +4,068
36 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 43,58443.6k $1.9m $1.9m 0.00% Reduced -5.4k -5,434
37 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 43,40443.4k $1.9m $1.9m 0.00% Reduced -2.7k -2,709
38 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 42,70542.7k $1.8m $1.8m 0.00% Reduced -118 -118
39 UBS Group AG 0.00% of their portfolio ZURICH, V8 42,69042.7k $1.8m $1.8m 0.00% Added +12.2k +12,237
40 Elizabeth Park Capital Advisors, Ltd. 1.34% of their portfolio PEPPER PIKE, OH 40,76040.8k $1.7m $1.7m 1.34% Reduced -18.0k -18,000
41 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 35,94435.9k $1.5m $1.5m 0.00% Added +34.5k +34,489
42 LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 35,22935.2k $1.5m $1.5m 0.00% New
43 JACOBS LEVY EQUITY MANAGEMENT, INC 0.01% of their portfolio FLORHAM PARK, NJ 31,85531.9k $1.4m $1.4m 0.01% Added +2.5k +2,494
44 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 30,14030.1k $1.3m $1.3m 0.00% Added +2.5k +2,492
45 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 28,95229.0k $1.2m $1.2m 0.00% Added +10.2k +10,183
46 Goepper Burkhardt LLC 0.41% of their portfolio GREENVILLE, SC 28,59928.6k $1.2m $1.2m 0.41% Unchanged
47 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 26,38826.4k $1.1m $1.1m 0.00% Added +10.2k +10,154
48 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 24,95325.0k $1.1m $1.1m 0.00% Reduced -1.5k -1,502
49 Round Hill Asset Management 0.69% of their portfolio PASADENA, CA 24,04424.0k $1.0m $1.0m 0.69% Reduced -1.6k -1,552
50 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 22,31322.3k $951.6k $951.6k 0.00% Added +4.5k +4,477
51 Flywheel Private Wealth LLC 0.53% of their portfolio Los Altos, CA 22,00022.0k $938.3k $938.3k 0.53% New
52 GAMCO INVESTORS, INC. ET AL 0.01% of their portfolio GREENWICH, CT 20,31520.3k $866.4k $866.4k 0.01% Reduced -300 -300
53 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 19,18019.2k $818.0k $818.0k 0.00% Reduced -369 -369
54 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 18,92018.9k $806.9k $806.9k 0.00% Added +222 +222
55 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 18,32918.3k $781.7k $781.7k 0.00% Reduced -1.6k -1,560
56 GLOBEFLEX CAPITAL L P 0.12% of their portfolio SAN DIEGO, CA 17,87017.9k $762.2k $762.2k 0.12% Unchanged
57 Huber Capital Management LLC 0.12% of their portfolio EL SEGUNDO, CA 17,74217.7k $756.7k $756.7k 0.12% Unchanged
58 Daytona Street Capital LLC 0.57% of their portfolio SAINT LOUIS, MO 17,00017.0k $738.6k $738.6k 0.57% Reduced -10.5k -10,500
59 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 16,97717.0k $724.1k $724.1k 0.00% Reduced -641 -641
60 PANAGORA ASSET MANAGEMENT INC 0.00% of their portfolio BOSTON, MA 16,63216.6k $709.4k $709.4k 0.00% Reduced -58.4k -58,365
61 Concurrent Investment Advisors, LLC 0.01% of their portfolio Tampa, FL 15,51015.5k $661.5k $661.5k 0.01% Unchanged
62 STRS OHIO 0.00% of their portfolio COLUMBUS, OH 14,20014.2k $605.6k $605.6k 0.00% Unchanged
63 XTX Topco Ltd 0.01% of their portfolio LONDON, X0 13,06513.1k $557.2k $557.2k 0.01% Added +6.9k +6,855
64 LOS ANGELES CAPITAL MANAGEMENT LLC 0.00% of their portfolio LOS ANGELES, CA 12,88712.9k $549.6k $549.6k 0.00% Reduced -12.4k -12,398
65 SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.02% of their portfolio BALA CYNWYD, PA 12,33612.3k $526.1k $526.1k 0.02% Added +1.3k +1,251
66 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 12,32712.3k $525.7k $525.7k 0.00% Added +2.3k +2,320
67 Trexquant Investment LP 0.00% of their portfolio STAMFORD, CT 12,25912.3k $522.8k $522.8k 0.00% New
68 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 12,24412.2k $523.0k $523.0k 0.00% Added +3.1k +3,061
69 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 12,02612.0k $512.9k $512.9k 0.00% Added +1.5k +1,453
70 ALPS ADVISORS INC 0.00% of their portfolio Denver, CO 11,74011.7k $500.7k $500.7k 0.00% New
71 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 11,35511.4k $484.3k $484.3k 0.00% Added +5.5k +5,509
72 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 10,93910.9k $466.6k $466.6k 0.00% Added +5.8k +5,799
73 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 9,96510.0k $425.0k $425.0k 0.00% Added +3.3k +3,311
74 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 9,1149.1k $388.7k $388.7k 0.00% Reduced -133 -133
75 CARY STREET PARTNERS FINANCIAL LLC 0.01% of their portfolio RICHMOND, VA 9,0749.1k $387.0k $387.0k 0.01% Unchanged
76 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 9,0049.0k $384.0k $384.0k 0.00% New
77 Rafferty Asset Management, LLC 0.00% of their portfolio New York, NY 8,1178.1k $346.2k $346.2k 0.00% New
78 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 8,0388.0k $342.8k $342.8k 0.00% Reduced -1.6k -1,612
79 EQUITABLE TRUST CO 0.02% of their portfolio NASHVILLE, TN 7,7207.7k $329.3k $329.3k 0.02% Added +235 +235
80 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 7,3917.4k $315.2k $315.2k 0.00% Reduced -70 -70
81 ZACKS INVESTMENT MANAGEMENT 0.00% of their portfolio Chicago, IL 7,1397.1k $304.5k $304.5k 0.00% Unchanged
82 Odyssean, LLC 0.11% of their portfolio DARIEN, CT 7,1167.1k $303.5k $303.5k 0.11% New
83 Harbor Advisors LLC 0.04% of their portfolio West Palm Beach, FL 6,9957.0k $298.3k $298.3k 0.04% Unchanged
84 AMG National Trust Bank 0.01% of their portfolio GREENWOOD VILLAGE, CO 6,7646.8k $288.5k $288.5k 0.01% Added +1.0k +1,040
85 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 6,7506.8k $287.9k $287.9k 0.00% Unchanged
86 OCCUDO QUANTITATIVE STRATEGIES LP 0.02% of their portfolio FORT LAUDERDALE, FL 6,4096.4k $292.7k $292.7k 0.02% Reduced -12 -12
87 SENTINEL TRUST CO LBA 0.03% of their portfolio HOUSTON, TX 6,2696.3k $267.0k $267.0k 0.03% Reduced -4.3k -4,264
88 Brooklyn Investment Group 0.01% of their portfolio NEW YORK, NY 5,9886.0k $255.4k $255.4k 0.01% New
89 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 5,9616.0k $254.3k $254.3k 0.00% Reduced -12.0k -11,999
90 BEESE FULMER INVESTMENT MANAGEMENT, INC. 0.02% of their portfolio CANTON, OH 5,6025.6k $238.9k $238.9k 0.02% Reduced -84 -84
91 PRINCETON CAPITAL MANAGEMENT LLC 0.06% of their portfolio RED BANK, NJ 5,5005.5k $234.6k $234.6k 0.06% Reduced -1.0k -1,000
92 Boston Partners 0.00% of their portfolio BOSTON, MA 5,4165.4k $231.0k $231.0k 0.00% New
93 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 5,4125.4k $230.8k $230.8k 0.00% First filing
94 EntryPoint Capital, LLC 0.07% of their portfolio NEW YORK, NY 5,3445.3k $227.9k $227.9k 0.07% Unchanged
95 INTECH INVESTMENT MANAGEMENT LLC 0.00% of their portfolio WEST PALM BEACH, FL 5,2045.2k $222.0k $222.0k 0.00% Reduced -684 -684
96 CANADA PENSION PLAN INVESTMENT BOARD 0.00% of their portfolio TORONTO ONTARIO, A6 5,1005.1k $217.5k $217.5k 0.00% Unchanged
97 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 4,9244.9k $210.0k $210.0k 0.00% Unchanged
98 Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio TRENTON, NJ 4,4114.4k $188.1k $188.1k 0.00% Unchanged
99 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio COLUMBUS, OH 4,3754.4k $186.6k $186.6k 0.00% Unchanged
100 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 4,1314.1k $176.2k $176.2k 0.00% Reduced -2.9k -2,895