HomeTrust Bancshares Ownership | Who Owns HomeTrust Bancshares?
HomeTrust Bancshares Ownership Summary
HomeTrust Bancshares is owned by 41.92% institutional investors, 16.37% insiders, and 41.72% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 10.27% of HTBI shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 2.76% of its assets in HomeTrust Bancshares shares.
HTBI Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | HomeTrust Bancshares | 41.92% | 16.37% | 41.72% |
Sector | Financial Services Stocks | 40.29% | 14.61% | 45.11% |
Industry | Regional Banks Stocks | 42.21% | 12.07% | 45.72% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Blackrock funding, inc. /de | 1.74M | 10.27% | $58.77M |
Blackrock | 1.68M | 9.97% | $50.50M |
Fj capital management | 1.63M | 9.58% | $54.82M |
Vanguard group | 742.96K | 4.37% | $25.02M |
Dimensional fund advisors lp | 725.25K | 4.27% | $24.43M |
Renaissance | 560.62K | 3.30% | $18.88M |
Wellington management group llp | 372.73K | 2.19% | $12.55M |
State street | 364.02K | 2.16% | $10.93M |
American century companies | 329.25K | 1.94% | $11.09M |
Geode capital management | 323.42K | 1.90% | $10.90M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Fj capital management | 1.63M | 6.36% | $54.82M |
Ejf capital | 100.67K | 2.33% | $3.39M |
John w. rosenthal capital management | 52.83K | 1.65% | $1.78M |
Petiole usa | 77.50K | 1.64% | $2.61M |
Oppenheimer & close | 53.41K | 1.41% | $1.60M |
Salzhauer michael | 40.95K | 0.71% | $1.38M |
Round hill asset management | 26.07K | 0.62% | $877.90K |
Greenwich investment management | 15.15K | 0.42% | $455.11K |
Polaris capital management | 120.80K | 0.20% | $4.07M |
Foundry partners | 105.76K | 0.18% | $3.56M |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Polaris capital management | 120.80K | 0.20% | 120.80K |
American century companies | 329.25K | 0.01% | 38.65K |
Millennium management | 47.92K | 0.00% | 32.80K |
Qube research | 35.52K | 0.00% | 27.20K |
Dimensional fund advisors lp | 725.25K | 0.01% | 27.12K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Fj capital management | 1.63M | 6.36% | -83.95K |
Vanguard group | 742.96K | 0.00% | -59.09K |
Bridgeway capital management | 10.52K | 0.01% | -48.23K |
Amg national trust bank | 16.32K | 0.02% | -46.68K |
Kennedy capital management | 208.53K | 0.16% | -40.96K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Polaris capital management | 120.80K | 0.20% | 120.80K | $4.07M |
Susquehanna group, llp | 8.59K | - | 8.59K | $289.24K |
Engineers gate manager lp | 8.30K | 0.00% | 8.30K | $279.51K |
Dynamic technology lab private | 6.91K | 0.04% | 6.91K | $233.00K |
Rothschild investment | 30.00 | 0.00% | 30.00 | $1.01K |
Sold Out
Holder | Change |
---|---|
Nelson, van denburg & campbell wealth management group | -2.00 |
Srs capital advisors | -5.00 |
Us bancorp \de\ | -19.00 |
Quadrant capital group | -73.00 |
Capital performance advisors llp | -76.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Dec 31, 2024 | 71 | -36.04% | 7,119,559 | -29.28% | 41 | 1.19% | 31 | -43.64% | 24 | -31.43% |
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% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
Vanguard US Total Market Shares ETF | 484.11K | 2.76% | -56.43K |
iShares Russell 2000 ETF | 450.99K | 2.57% | -3.90K |
Vanguard Total Stock Mkt Idx Inv | 419.60K | 2.39% | 506.00 |
Avantis US Small Cap Value ETF | 302.52K | 1.72% | 280.00 |
Vanguard Institutional Extnd Mkt Idx Tr | 220.24K | 1.26% | 536.00 |
DFA US Small Cap Value I | 219.18K | 1.25% | -9.14K |
Kennedy Extended Small Cap | 174.66K | 1.00% | -40.96K |
Foundry Partners Micro Cap Value | 156.55K | 0.89% | - |
Fidelity Small Cap Index | 141.16K | 0.80% | -2.64K |
iShares Russell 2000 Value ETF | 138.41K | 0.79% | - |
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 |
---|---|---|
2025 Q1 | - | - |
2024 Q3 | 1 | - |
2024 Q2 | 1 | - |
2024 Q1 | - | - |
2023 Q4 | 1 | - |
HTBI Ownership FAQ
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