Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in HTB held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 1.6M | $68.0M | -2.6% | 9.487% | 0.00% |
| 2 | FJ Capital Management LLC | 1.6M | $66.3M | -8.2% | 9.243% | 7.46% |
| 3 | DIMENSIONAL FUND ADVISORS LP | 836K | $35.7M | +2.6% | 4.972% | 0.01% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 683K | $29.1M | — | 4.061% | 0.00% |
| 5 | ALLIANCEBERNSTEIN L.P. | 553K | $23.7M | -1.9% | 3.287% | 0.01% |
| 6 | AMERICAN CENTURY COMPANIES INC | 502K | $21.4M | +8.9% | 2.987% | 0.01% |
| 7 | RENAISSANCE TECHNOLOGIES LLC | 466K | $19.9M | -7.7% | 2.772% | 0.03% |
| 8 | STATE STREET CORP | 454K | $19.4M | +27.1% | 2.699% | 0.00% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 353K | $15.0M | +1.6% | 2.098% | 0.00% |
| 10 | Private Capital Management, LLC | 244K | $10.4M | -1.8% | 1.451% | 1.04% |
| 11 | ROYCE & ASSOCIATES LP | 145K | $6.2M | 0.0% | 0.865% | 0.06% |
| 12 | GOLDMAN SACHS GROUP INC | 138K | $5.9M | -4.1% | 0.822% | 0.00% |
| 13 | NORTHERN TRUST CORP | 126K | $5.4M | +3.6% | 0.751% | 0.00% |
| 14 | VANGUARD PORTFOLIO MANAGEMENT LLC | 123K | $5.2M | — | 0.731% | 0.00% |
| 15 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 119K | $5.1M | +5.2% | 0.707% | 0.10% |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 115K | $4.9M | -3.9% | 0.686% | 0.00% |
| 17 | Polaris Capital Management, LLC | 105K | $4.5M | 0.0% | 0.624% | 0.37% |
| 18 | VANGUARD FIDUCIARY TRUST CO | 90K | $3.9M | — | 0.538% | 0.00% |
| 19 | MORGAN STANLEY | 83K | $3.5M | -9.3% | 0.492% | 0.00% |
| 20 | WELLINGTON MANAGEMENT GROUP LLP | 79K | $3.4M | -51.6% | 0.471% | 0.00% |
| 21 | SALZHAUER MICHAEL | 79K | $3.4M | +0.3% | 0.468% | 1.58% |
| 22 | Empowered Funds, LLC | 76K | $3.3M | +8.3% | 0.454% | 0.02% |
| 23 | Qube Research & Technologies Ltd | 69K | $2.9M | -2.6% | 0.409% | 0.00% |
| 24 | Bank of New York Mellon Corp | 69K | $2.9M | +5.1% | 0.408% | 0.00% |
| 25 | EJF Capital LLC | 60K | $2.5M | -3.7% | 0.354% | 1.79% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in HTB — a direct measure of their conviction.
Filings activity in HTB during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 136 | +3.8% | 53.17% | 0.94 pp | $429M | 1.7% |
| Q4 2025 | 131 | +1.6% | 54.11% | +2.71 pp | $436M | +5.3% |
| Q3 2025 | 129 | +4.9% | 51.40% | +4.88 pp | $414M | +10% |
| Q2 2025 | 123 | +6.0% | 46.52% | +4.65 pp | $375M | +11% |
| Q1 2025 | 116 | +10% | 41.87% | +1.52 pp | $337M | +3.8% |
| Q4 2024 | 105 | 3.7% | 40.35% | 0.61 pp | $325M | 1.5% |
| Q3 2024 | 109 | +11% | 40.96% | +5.64 pp | $330M | +16% |
| Q2 2024 | 98 | — | 35.32% | — | $285M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying HTB stock.
Based on Q1 2026 13F filings, institutional ownership of HomeTrust Bancshares, Inc. stands at 53.2%, held across 136 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of HTB, with approximately 1,595,533 shares worth $0.07B as of Q1 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of HTB, including RENAISSANCE TECHNOLOGIES LLC.
Our composite Smart Money Score for HTB is 46 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
21 institutions opened new positions in HTB during Q1 2026, while 16 fully exited. 36 added to existing positions and 77 trimmed.
HTB institutional ownership fell by 0.94 percentage points quarter-over-quarter, with a net change of +5 holders.
The top 10 institutions account for 72.1% of all reported 13F value in HTB, and the top 25 account for 86.8%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
HomeTrust Bancshares, Inc. (HTB) Institutional Ownership