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 ($4.2m this quarter). Holder counts are more reliable. Shares outstanding: 16.7m as of 2026-07-30, 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 ≈ $49.55. Options: 1 managers hold calls ($39.9k notional), 0 hold puts (—).
Trends to Q2 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 |
| Q2 2026 | 173 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q2 2026 | 100 | 41 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $4.1k | $0 | 0.00 |
| Q4 2025 | $0 | $0 | — |
| Q1 2026 | $0 | $0 | — |
| Q2 2026 | $39.9k | $0 | 0.00 |
Biggest buyers
| Nuveen, LLC | Added | +246.6k |
| BlackRock, Inc. | Added | +82.5k |
| Qube Research & Technologies Ltd | Added | +68.4k |
| TWO SIGMA INVESTMENTS, LP | Added | +60.5k |
| AMERICAN CENTURY COMPANIES INC | Added | +54.1k |
| CITADEL ADVISORS LLC | Added | +43.5k |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Added | +28.0k |
| MILLENNIUM MANAGEMENT LLC | New | +25.5k |
| MORGAN STANLEY | Added | +23.3k |
| Sanctuary Advisors, LLC | New | +20.5k |
Biggest sellers
| FJ Capital Management LLC | Reduced | -715.3k |
| ALLIANCEBERNSTEIN L.P. | Reduced | -73.2k |
| MENDON CAPITAL ADVISORS CORP | Sold out | -46.8k |
| Curi Capital, LLC | Sold out | -46.8k |
| EJF Capital LP | Reduced | -42.3k |
| VANGUARD CAPITAL MANAGEMENT LLC | Reduced | -38.6k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -29.4k |
| GOLDMAN SACHS GROUP INC | Reduced | -22.1k |
| GLOBEFLEX CAPITAL L P | Sold out | -17.9k |
| PANAGORA ASSET MANAGEMENT INC | Reduced | -10.6k |
Biggest calls
| SIMPLEX TRADING, LLC | New | $39.9k800 shares |
Biggest puts
| None |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
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 since 1 Apr 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 |
|---|---|---|---|---|---|
| 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 | — |
| Q2 2026 | 0 | — | 2 | $2.8m | — |
| Q3 2026 | 0 | — | 1 | $511.3k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-07-30 | KENDALL LAURA C Director | Sold | $511.3k10.0k shares |
| 2026-05-27 | POWELL KRISTIN Y. EVP, Consumer & BB Group Exec | Sold | $46.8k1.0k shares |
| 2026-05-07 | Westbrook Hunter President, CEO, director | Sold | $180.2k3.9k shares |
| 2026-05-06 | Westbrook Hunter President, CEO, director | Sold | $233.4k5.1k shares |
| 2026-05-05 | Westbrook Hunter President, CEO, director | Sold | $1.4m31.0k shares |
| 2026-05-01 | Westbrook Hunter President, CEO, director | Sold | $913.0k20.0k 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, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 1.7m $83.7m | Added +82.5k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 856.6k $42.7m | Added +20.3k |
| FJ Capital Management LLC 5.43% of their portfolio | 839.1k $41.9m | Reduced -715.3k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 644.3k $32.1m | Reduced -38.6k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 556.4k $27.8m | Added +54.1k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 479.6k $20.5m | Reduced -73.2k |
| STATE STREET CORP 0.00% of their portfolio | 462.9k $23.1m | Added +9.0k |
| RENAISSANCE TECHNOLOGIES LLC 0.03% of their portfolio | 436.8k $21.8m | Reduced -29.4k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 366.7k $18.3m | Added +13.9k |
| Nuveen, LLC 0.00% of their portfolio | 276.7k $13.8m | Added +246.6k |
| Private Capital Management, LLC 1.12% of their portfolio | 248.3k $12.4m | Added +4.2k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 150.8k $7.5m | Added +28.0k |
| ROYCE & ASSOCIATES LP 0.06% of their portfolio | 145.4k $7.3m | Unchanged |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 137.3k $6.8m | Added +68.4k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 131.8k $6.6m | Added +5.5k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.11% of their portfolio | 124.7k $6.2m | Added +5.8k |
| ACADIAN ASSET MANAGEMENT LLC 0.01% of their portfolio | 119.2k $5.9m | Reduced -9.7k |
| CSM Advisors, LLC 0.13% of their portfolio | 117.9k $5.9m | Added +19.7k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 116.1k $5.8m | Reduced -22.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 114.1k $5.7m | Reduced -1.3k |
| Polaris Capital Management, LLC 0.51% of their portfolio | 107.7k $5.4m | Added +2.7k |
| MORGAN STANLEY 0.00% of their portfolio | 106.0k $5.3m | Added +23.3k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 88.8k $4.4m | Reduced -1.7k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 82.8k $4.1m | Added +60.5k |
| Empowered Funds, LLC 0.02% of their portfolio | 82.2k $4.1m | Added +5.8k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 79.2k $4.0m | Unchanged |
| SALZHAUER MICHAEL 1.44% of their portfolio | 78.7k $3.9m | Unchanged |
| Bank of New York Mellon Corp 0.00% of their portfolio | 73.1k $3.6m | Added +4.5k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 72.5k $3.6m | Added +43.5k |
| FEDERATED HERMES, INC. 0.00% of their portfolio | 56.4k $2.8m | Added +12.0k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 53.6k $2.6m | Reduced -3.5k |
| Oppenheimer & Close, LLC 1.66% of their portfolio | 52.7k $2.6m | Unchanged |
| Rosenthal | Henry Capital Advisors, Inc. 2.18% of their portfolio | 50.0k $2.5m | Unchanged |
| BARCLAYS PLC 0.00% of their portfolio | 46.8k $2.3m | Added +181 |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 44.7k $2.2m | Added +1.2k |
| Thrivent Financial for Lutherans 0.00% of their portfolio | 43.4k $2.2m | Unchanged |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 43.2k $2.2m | Added +490 |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 42.7k $2.1m | Reduced -7.7k |
| Elizabeth Park Capital Advisors, Ltd. 1.40% of their portfolio | 40.8k $2.0m | Unchanged |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 39.8k $2.0m | Added +3.8k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.01% of their portfolio | 39.5k $2.0m | Added +7.7k |
| LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio | 35.3k $1.8m | Added +33 |
| UBS Group AG 0.00% of their portfolio | 33.0k $1.6m | Reduced -9.7k |
| Goepper Burkhardt LLC 0.38% of their portfolio | 25.6k $1.3m | Reduced -3.0k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 25.5k $1.3m | New |
| Cerity Partners LLC 0.00% of their portfolio | 24.6k $1.2m | Reduced -339 |
| Round Hill Asset Management 0.77% of their portfolio | 24.0k $1.2m | Unchanged |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 23.1k $1.2m | Added +13.1k |
| Flywheel Private Wealth LLC 0.54% of their portfolio | 22.0k $1.1m | Unchanged |
| Creative Planning 0.00% of their portfolio | 20.6k $1.0m | Added +1.7k |
| Sanctuary Advisors, LLC 0.00% of their portfolio | 20.5k $1.0m | New |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 20.3k $1.0m | Added +1.1k |
| Invesco Ltd. 0.00% of their portfolio | 18.2k $906.0k | Reduced -169 |
| Huber Capital Management LLC 0.13% of their portfolio | 17.7k $885.1k | Unchanged |
| EJF Capital LP 0.57% of their portfolio | 17.2k $858.3k | Reduced -42.3k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 17.2k $856.5k | Reduced -9.2k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 17.1k $852.7k | Added +4.2k |
| Daytona Street Capital LLC 0.60% of their portfolio | 17.0k $825.1k | Unchanged |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 16.4k $817.4k | Added +12.3k |
| STRS OHIO 0.00% of their portfolio | 15.6k $778.3k | Added +1.4k |
| Concurrent Investment Advisors, LLC 0.01% of their portfolio | 15.5k $773.8k | Unchanged |
| Point72 Asset Management, L.P. 0.00% of their portfolio | 15.1k $755.4k | New |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 15.1k $754.4k | Added +3.1k |
| CITIGROUP INC 0.00% of their portfolio | 14.3k $714.1k | Added +3.0k |
| XTX Topco Ltd 0.01% of their portfolio | 14.3k $711.2k | Added +1.2k |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.01% of their portfolio | 13.9k $694.7k | Added +1.6k |
| ANCHYRA PARTNERS LLC 0.17% of their portfolio | 13.9k $692.6k | New |
| Quantinno Capital Management LP 0.00% of their portfolio | 13.7k $685.8k | Added +2.8k |
| CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio | 13.5k $673.3k | Reduced -3.5k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 13.2k $658.6k | New |
| Odyssean, LLC 0.11% of their portfolio | 13.1k $655.6k | Added +6.0k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 13.0k $648.1k | Added +7.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 12.7k $632.0k | Added +413 |
| Park Capital Management, LLC / WI 0.35% of their portfolio | 12.0k $599.9k | New |
| EQUITABLE TRUST CO 0.02% of their portfolio | 12.0k $597.4k | Added +4.3k |
| ALPS ADVISORS INC 0.00% of their portfolio | 11.9k $593.2k | Added +151 |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 11.3k $564.0k | Added +3.3k |
| Trexquant Investment LP 0.00% of their portfolio | 11.0k $549.0k | Reduced -1.3k |
| AMG National Trust Bank 0.01% of their portfolio | 11.0k $548.8k | Added +4.2k |
| HRT FINANCIAL LP 0.00% of their portfolio | 11.0k $546.0k | New |
| GAMCO INVESTORS, INC. ET AL 0.00% of their portfolio | 10.8k $536.3k | Reduced -9.6k |
| Symmetry Partners, LLC 0.03% of their portfolio | 10.7k $531.4k | New |
| Aquatic Capital Management LLC 0.02% of their portfolio | 9.3k $466.4k | Added +7.5k |
| MetLife Investment Management, LLC 0.00% of their portfolio | 9.2k $461.4k | Added +134 |
| Able Wealth Management LLC 0.10% of their portfolio | 9.2k $457.5k | New |
| Fifth Third Wealth Advisors LLC 0.01% of their portfolio | 9.1k $453.8k | New |
| CARY STREET PARTNERS FINANCIAL LLC 0.01% of their portfolio | 9.1k $452.2k | Reduced -10 |
| ExodusPoint Capital Management, LP 0.00% of their portfolio | 8.6k $430.9k | New |
| HUB Investment Partners, LLC 0.01% of their portfolio | 8.4k $419.6k | New |
| Squarepoint Ops LLC 0.00% of their portfolio | 8.0k $400.5k | New |
| Engineers Gate Manager LP 0.00% of their portfolio | 7.4k $370.0k | New |
| Empirical Asset Management, LLC 0.08% of their portfolio | 7.3k $364.1k | New |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 7.1k $356.3k | Reduced -250 |
| ZACKS INVESTMENT MANAGEMENT 0.00% of their portfolio | 7.1k $356.2k | Unchanged |
| Integrated Quantitative Investments LLC 0.06% of their portfolio | 7.0k $350.6k | New |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 7.0k $350.4k | Added +2.1k |
| Harbor Advisors LLC 0.04% of their portfolio | 7.0k $349.0k | Unchanged |
| TUDOR INVESTMENT CORP ET AL 0.00% of their portfolio | 6.9k $346.3k | New |
| Cetera Investment Advisers 0.00% of their portfolio | 6.8k $336.8k | Unchanged |
| OCCUDO QUANTITATIVE STRATEGIES LP 0.02% of their portfolio | 6.4k $320.5k | Added +16 |