HomeTrust Bancshares Ownership | Who Owns HomeTrust Bancshares?
HomeTrust Bancshares Ownership Summary
HomeTrust Bancshares is owned by 59.46% institutional investors, 16.32% insiders, and 24.22% retail investors. Fj capital management is the largest institutional shareholder, holding 10.18% of HTBI shares. iShares Russell 2000 ETF is the top mutual fund, with 2.53% of its assets in HomeTrust Bancshares shares.
HTBI Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | HomeTrust Bancshares | 59.46% | 16.32% | 24.22% |
| Sector | Financial Services Stocks | 49.66% | 13.98% | 36.36% |
| Industry | Regional Banks Stocks | 51.67% | 12.06% | 36.27% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Fj capital management | 1.72M | 10.18% | $51.52M |
| Blackrock | 1.68M | 9.97% | $50.50M |
| Vanguard group | 879.12K | 5.21% | $26.40M |
| Dimensional fund advisors lp | 673.37K | 3.99% | $20.22M |
| Renaissance | 552.12K | 3.27% | $16.58M |
| State street | 364.02K | 2.16% | $10.93M |
| Geode capital management | 344.23K | 2.04% | $10.34M |
| Kennedy capital management | 320.15K | 1.90% | $9.61M |
| Wellington management group llp | 248.96K | 1.48% | $7.48M |
| American century companies | 239.72K | 1.42% | $7.20M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Fj capital management | 1.72M | 5.39% | $51.52M |
| Ejf capital | 102.46K | 2.28% | $3.08M |
| Petiole usa | 77.50K | 1.95% | $2.33M |
| Oppenheimer & close | 53.41K | 1.41% | $1.60M |
| Salzhauer michael | 25.37K | 0.59% | $761.98K |
| Round hill asset management | 27.29K | 0.52% | $819.52K |
| Greenwich investment management | 15.15K | 0.42% | $455.11K |
| Kennedy capital management | 320.15K | 0.21% | $9.61M |
| Foundry partners | 89.18K | 0.14% | $2.68M |
| Amg national trust bank | 161.70K | 0.13% | $4.86M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wellington management group llp | 248.96K | 0.00% | 221.56K |
| Fj capital management | 1.72M | 5.39% | 47.11K |
| American century companies | 239.72K | 0.00% | 40.20K |
| Goldman sachs group | 112.14K | 0.00% | 40.03K |
| Dimensional fund advisors lp | 673.37K | 0.01% | 30.89K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Amg national trust bank | 161.70K | 0.13% | -63.19K |
| Bridgeway capital management | 10.52K | 0.01% | -48.23K |
| Kennedy capital management | 320.15K | 0.21% | -36.26K |
| Sierra summit advisors | - | - | -23.69K |
| Cornercap investment counsel | - | - | -22.23K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Mirae asset global etfs | 8.13K | 0.00% | 8.13K | $244.29K |
| Corebridge financial | 7.93K | 0.00% | 7.93K | $238.11K |
| Harbor advisors | 7.00K | 0.04% | 7.00K | $210.06K |
| Aqr capital management | 6.70K | 0.00% | 6.70K | $201.29K |
| Cwm | 384.00 | 0.00% | 384.00 | $12.00K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -2.00 |
| Picton mahoney asset management | -331.00 |
| Citadel advisors | -400.00 |
| Point72 (difc) | -413.00 |
| Corecap advisors | -500.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 111 | 15.63% | 10,067,727 | 2.53% | 59 | 1.76% | 55 | 34.15% | 35 | -10.26% |
| Jun 30, 2024 | 94 | -4.08% | 9,812,235 | 1.49% | 58 | 1.76% | 40 | 21.21% | 38 | -17.39% |
| Mar 31, 2024 | 98 | 4.26% | 9,667,978 | -0.41% | 57 | 1.72% | 33 | -28.26% | 46 | 58.62% |
| Dec 31, 2023 | 94 | 8.05% | 9,707,292 | 2.29% | 57 | 1.81% | 46 | 31.43% | 29 | -14.71% |
| Sep 30, 2023 | 87 | -2.25% | 9,489,932 | -0.20% | 56 | 1.61% | 35 | -18.60% | 34 | 30.77% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Russell 2000 ETF | 442.40K | 2.53% | -994.00 |
| Vanguard Total Stock Mkt Idx Inv | 389.41K | 2.22% | -94.70K |
| Avantis US Small Cap Value ETF | 253.23K | 1.45% | - |
| DFA US Small Cap Value I | 232.22K | 1.33% | 658.00 |
| Kennedy Extended Small Cap | 215.62K | 1.23% | -70.67K |
| Vanguard Institutional Extnd Mkt Idx Tr | 210.14K | 1.20% | -1.22K |
| Foundry Partners Micro Cap Value | 156.55K | 0.89% | 23.88K |
| Fidelity Small Cap Index | 150.16K | 0.86% | -5.86K |
| iShares Russell 2000 Value ETF | 150.01K | 0.86% | - |
| BlackRock Advantage Small Cap Core Instl | 125.61K | 0.72% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jul 30, 2024 | Nunley Kevin M. | EVP and Chief Credit Officer | Buy | $20.83K |
| Jun 04, 2024 | Jacobs Dwight L. | - | Buy | $15.04K |
| Nov 02, 2023 | Williams Richard Tyrone | - | Buy | $21.30K |
| May 19, 2023 | JAMES ROBERT E. | - | Buy | $50.05K |
| May 12, 2023 | KENDALL LAURA C | - | Buy | $18.45K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q3 | 1 | - |
| 2024 Q2 | 1 | - |
| 2024 Q1 | - | - |
| 2023 Q4 | 1 | - |
| 2023 Q3 | - | - |
HTBI Ownership FAQ
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