HTBNYSESavings Institution, Federally CharteredFiscal year ends December 31
HomeTrust Bancshares, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$46.62−0.46 (-0.98%)
Close on Oct 19, 2026
- Market cap
- $765.66M
- P/E (TTM)
- 12.2
- Dividend yield
- 1.05%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
62.0%
10M of 17M shares
Institutional holders
173
42 new, 5 sold out
Net institutional buying
-0M
In Q2 2026
Insider trades, 12 months
0 buys · 7 sales
Net sold $3.40M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Delaware Charter Guarantee & Trust Company dba Principal Trust Company as Directed Trustee for the HomeTrust Bank KSOP Plan | 920,145 | 5.29% | 13G (passive) amendment | Dec 31, 2023 |
| Dimensional Fund Advisors LP | 856,611 | 5.10% | 13G (passive) | Jun 30, 2026 |
| Martin Friedman | 1,680,469 | 9.60% | 13G (passive) amendment | Sep 30, 2025 |
| BlackRock, Inc. | 1,178,621 | 6.70% | 13G (passive) amendment | Mar 31, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of HTB | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,677,983 | 10.05% | $83.71M | +82,450 | 0.00% |
| Dimensional Fund Advisors LP | 856,611 | 5.13% | $42.74M | +20,349 | 0.01% |
| FJ Capital Management LLC | 839,115 | 5.03% | $41.86M | −715,310 | 5.43% |
| Vanguard Capital Management LLC | 644,313 | 3.86% | $32.14M | −38,599 | 0.00% |
| American Century Companies Inc | 556,442 | 3.33% | $27.76M | +54,127 | 0.01% |
| Alliancebernstein L.P. | 479,582 | 2.87% | $20.45M | −73,219 | 0.01% |
| State Street Corp | 462,911 | 2.77% | $23.09M | +9,033 | 0.00% |
| Renaissance Technologies LLC | 436,815 | 2.62% | $21.79M | −29,400 | 0.03% |
| Geode Capital Management, LLC | 366,680 | 2.20% | $18.30M | +13,919 | 0.00% |
| Nuveen, LLC | 276,695 | 1.66% | $13.80M | +246,555 | 0.00% |
| Private Capital Management, LLC | 248,335 | 1.49% | $12.39M | +4,250 | 1.09% |
| Vanguard Portfolio Management LLC | 150,841 | 0.90% | $7.53M | +27,983 | 0.00% |
| Royce & Associates LP | 145,431 | 0.87% | $7.26M | – | 0.06% |
| Qube Research & Technologies Ltd | 137,278 | 0.82% | $6.85M | +68,400 | 0.01% |
| Northern Trust Corp | 131,762 | 0.79% | $6.57M | +5,486 | 0.00% |
| Bridgeway Capital Management, LLC | 124,651 | 0.75% | $6.22M | +5,826 | 0.11% |
| Acadian Asset Management LLC | 119,181 | 0.71% | $5.94K | −9,688 | 0.01% |
| CSM Advisors, LLC | 117,890 | 0.71% | $5.88K | +19,695 | 0.13% |
| Goldman Sachs Group Inc | 116,145 | 0.70% | $5.79M | −22,051 | 0.00% |
| Charles Schwab Investment Management Inc | 114,126 | 0.68% | $5.69M | −1,257 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 173 | 10M | 62.0% | 42 / 59 | 36 / 5 | 1M | 1M |
| Q1 2026 | 138 | 10M | 62.2% | 22 / 35 | 47 / 14 | 1M | 1M |
| Q4 2025 | 132 | 10M | 62.4% | 18 / 36 | 51 / 13 | 1M | 1M |
| Q3 2025 | 132 | 11M | 63.2% | 18 / 48 | 44 / 10 | 1M | 1M |
| Q2 2025 | 124 | 10M | 62.5% | 18 / 44 | 39 / 7 | 1M | 0M |
| Q1 2025 | 114 | 10M | 60.9% | 18 / 34 | 43 / 9 | 1M | 1M |
| Q4 2024 | 106 | 10M | 60.0% | 10 / 35 | 40 / 13 | 0M | 1M |
| Q3 2024 | 109 | 10M | 60.9% | 21 / 34 | 35 / 6 | 2M | 0M |
| Q2 2024 | 96 | 10M | 59.3% | 10 / 31 | 39 / 12 | 1M | 1M |
| Q1 2024 | 98 | 10M | 59.3% | 12 / 24 | 45 / 8 | 0M | 0M |
| Q4 2023 | 94 | 10M | 59.2% | 10 / 39 | 27 / 5 | 1M | 0M |
| Q3 2023 | 89 | 9M | 56.8% | 7 / 29 | 35 / 6 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of HTB | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 480,117 | 2.88% | $23.95M | 0.00% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 450,585 | 2.70% | $20.94M | 0.08% | May 31, 2026 |
| iShares Russell 2000 ETF | 409,138 | 2.45% | $20.41M | 0.02% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 202,535 | 1.21% | $10.37M | 0.05% | Jul 31, 2026 |
| Fidelity Small Cap Index Fund | 166,426 | 1.00% | $8.52M | 0.03% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 153,656 | 0.92% | $7.67M | 0.05% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 148,413 | 0.89% | $7.40M | 0.01% | Jun 30, 2026 |
| BlackRock Advantage Small Cap Core Fund | 116,971 | 0.70% | $5.44M | 0.10% | May 29, 2026 |
| State Street(R) SPDR(R) S&P(R) Regional Banking ETF | 101,464 | 0.61% | $5.06M | 0.11% | Jun 30, 2026 |
| U.S. Targeted Value Portfolio | 98,556 | 0.59% | $5.05M | 0.03% | Jul 31, 2026 |
| EA Bridgeway Omni Small-Cap Value ETF | 82,151 | 0.49% | $4.10M | 0.17% | Jun 30, 2026 |
| Dimensional U.S. Targeted Value ETF | 81,616 | 0.49% | $4.18M | 0.03% | Jul 31, 2026 |
| Vanguard Russell 2000 Index Fund | 80,930 | 0.48% | $3.76M | 0.02% | May 31, 2026 |
| U.S. Small Cap Portfolio | 76,604 | 0.46% | $3.92M | 0.02% | Jul 31, 2026 |
| Dimensional US Small Cap Value ETF | 72,277 | 0.43% | $3.70M | 0.05% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Hunter Westbrook | President, CEO, Director | 126,508 | 0.76% | May 8, 2026 |
| Kristin Y. Powell | EVP, Consumer & BB Group Exec | 25,697 | 0.15% | May 28, 2026 |
| Charles F. Sivley Jr. | EVP, Chief Technology Officer | 5,498 | 0.03% | Feb 13, 2026 |
| Lora Jex | EVP and Chief Risk Officer | 7,070 | 0.04% | Feb 13, 2026 |
| Kevin M. Nunley | EVP and Chief Credit Officer | 6,794 | 0.04% | Feb 13, 2026 |
| Tony J. VunCannon | EVP, CFO and Treasurer | 97,356 | 0.58% | Feb 13, 2026 |
| John Francis Sprink II | EVP, Comm Banking Group Exec | 19,644 | 0.12% | Feb 13, 2026 |
| Megan Pelletier | EVP, Chief Ops & Ppl Officer | 14,930 | 0.09% | Feb 13, 2026 |
| Laura C. Kendall | Director | 24,229 | 0.15% | Aug 3, 2026 |
| Rebekah M. Lowe | Director | 5,455 | 0.03% | Jun 3, 2026 |
| Bonnie V. Hancock | Director | 3,601 | 0.02% | Jun 3, 2026 |
| Richard Tyrone Williams | Director | 26,229 | 0.16% | Jun 3, 2026 |
| Dwight L. Jacobs | Director | 3,746 | 0.02% | Jun 3, 2026 |
| John Switzer | Director | 9,750 | 0.06% | Jun 3, 2026 |
| Narasimhulu Neelagaru | Director | 1,378,253 | 8.26% | Jun 3, 2026 |
| Jesse Cureton | Director | 3,201 | 0.02% | Jun 3, 2026 |
| Robert E. James | Director | 20,437 | 0.12% | Jun 3, 2025 |
| Charles Fred Bowman | – | – | – | Jul 10, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Laura C. Kendall Director | Jul 30, 2026 | Sale | −10,000 | $51.13 | $511.30K | 24,229 |
| Laura C. Kendall Director | Jul 30, 2026 | Option exercise | +10,000 | $24.95 | $249.50K | 34,229 |
| Rebekah M. Lowe Director | Jun 2, 2026 | Tax withholding | −297 | $46.83 | $13.91K | 5,455 |
| Narasimhulu Neelagaru Director | Jun 1, 2026 | Award | +867 | – | – | 224,941 |
| Jesse Cureton Director | Jun 1, 2026 | Award | +867 | – | – | 3,201 |
| Richard Tyrone Williams Director | Jun 1, 2026 | Award | +867 | – | – | 26,229 |
| John Switzer Director | Jun 1, 2026 | Award | +867 | – | – | 9,750 |
| Bonnie V. Hancock Director | Jun 1, 2026 | Award | +867 | – | – | 3,601 |
| Rebekah M. Lowe Director | Jun 1, 2026 | Award | +867 | – | – | 5,752 |
| Dwight L. Jacobs Director | Jun 1, 2026 | Award | +867 | – | – | 3,746 |
| Laura C. Kendall Director | Jun 1, 2026 | Award | +867 | – | – | 24,229 |
| Kristin Y. Powell EVP, Consumer & BB Group Exec | May 27, 2026 | Sale | −1,000 | $46.78 | $46.78K | 21,595 |
| Kristin Y. Powell EVP, Consumer & BB Group Exec | May 27, 2026 | Option exercise | +1,000 | $24.95 | $24.95K | 22,595 |
| Hunter Westbrook President, CEO, Director | May 7, 2026 | Option exercise | +3,904 | $26.00 | $101.50K | 109,732 |
| Hunter Westbrook President, CEO, Director | May 7, 2026 | Sale | −3,904 | $46.17 | $180.25K | 105,828 |
| Hunter Westbrook President, CEO, Director | May 6, 2026 | Sale | −5,074 | $46.00 | $233.40K | 105,828 |
| Hunter Westbrook President, CEO, Director | May 6, 2026 | Option exercise | +5,074 | $26.00 | $131.92K | 110,902 |
| Hunter Westbrook President, CEO, Director | May 5, 2026 | Sale | −31,022 | $45.81 | $1.42M | 105,828 |
| Hunter Westbrook President, CEO, Director | May 5, 2026 | Option exercise | +31,022 | $26.00 | $806.57K | 136,850 |
| Hunter Westbrook President, CEO, Director | May 1, 2026 | Option exercise | +20,000 | $24.95 | $499.00K | 125,828 |
| Hunter Westbrook President, CEO, Director | May 1, 2026 | Sale | −20,000 | $45.65 | $913.00K | 105,828 |
| Kevin M. Nunley EVP and Chief Credit Officer | Feb 11, 2026 | Award | +963 | – | – | 5,780 |
| Kevin M. Nunley EVP and Chief Credit Officer | Feb 11, 2026 | Tax withholding | −232 | $44.04 | $10.22K | 6,992 |
| Kevin M. Nunley EVP and Chief Credit Officer | Feb 11, 2026 | Award | +1,444 | – | – | 7,224 |
| Megan Pelletier EVP, Chief Ops & Ppl Officer | Feb 11, 2026 | Tax withholding | −439 | $44.04 | $19.33K | 13,965 |
| Megan Pelletier EVP, Chief Ops & Ppl Officer | Feb 11, 2026 | Award | +2,959 | – | – | 14,404 |
| Megan Pelletier EVP, Chief Ops & Ppl Officer | Feb 11, 2026 | Award | +1,974 | – | – | 11,445 |
| Lora Jex EVP and Chief Risk Officer | Feb 11, 2026 | Award | +963 | – | – | 6,678 |
| Lora Jex EVP and Chief Risk Officer | Feb 11, 2026 | Tax withholding | −254 | $44.04 | $11.19K | 7,868 |
| Lora Jex EVP and Chief Risk Officer | Feb 11, 2026 | Award | +1,444 | – | – | 8,122 |
| Charles F. Sivley Jr. EVP, Chief Technology Officer | Feb 11, 2026 | Award | +1,396 | – | – | 5,349 |
| Charles F. Sivley Jr. EVP, Chief Technology Officer | Feb 11, 2026 | Tax withholding | −141 | $44.04 | $6.21K | 5,208 |
| Charles F. Sivley Jr. EVP, Chief Technology Officer | Feb 11, 2026 | Award | +933 | – | – | 3,953 |
| Tony J. VunCannon EVP, CFO and Treasurer | Feb 11, 2026 | Award | +1,581 | – | – | 67,736 |
| Tony J. VunCannon EVP, CFO and Treasurer | Feb 11, 2026 | Tax withholding | −492 | $44.04 | $21.67K | 69,614 |
| Tony J. VunCannon EVP, CFO and Treasurer | Feb 11, 2026 | Award | +2,370 | – | – | 70,106 |
| Kristin Y. Powell EVP, Consumer & BB Group Exec | Feb 11, 2026 | Award | +1,392 | – | – | 20,242 |
| Kristin Y. Powell EVP, Consumer & BB Group Exec | Feb 11, 2026 | Award | +2,085 | – | – | 22,327 |
| Kristin Y. Powell EVP, Consumer & BB Group Exec | Feb 11, 2026 | Tax withholding | −732 | $44.04 | $32.24K | 21,595 |
| Hunter Westbrook President, CEO, Director | Feb 11, 2026 | Tax withholding | −1,009 | $44.04 | $44.44K | 105,828 |
| Hunter Westbrook President, CEO, Director | Feb 11, 2026 | Award | +12,323 | – | – | 106,837 |
| Hunter Westbrook President, CEO, Director | Feb 11, 2026 | Award | +8,217 | – | – | 94,514 |
| John Francis Sprink II EVP, Comm Banking Group Exec | Feb 11, 2026 | Award | +2,011 | – | – | 16,817 |
| John Francis Sprink II EVP, Comm Banking Group Exec | Feb 11, 2026 | Award | +1,341 | – | – | 14,806 |
| John Francis Sprink II EVP, Comm Banking Group Exec | Feb 11, 2026 | Tax withholding | −503 | $44.04 | $22.15K | 16,314 |
| John Francis Sprink II EVP | Feb 6, 2026 | Sale | −2,000 | $45.00 | $90.00K | 13,465 |
| John Francis Sprink II EVP | Feb 6, 2026 | Option exercise | +2,000 | $17.35 | $34.70K | 15,465 |
| Kristin Y. Powell EVP | Aug 22, 2025 | Sale | −2,000 | $41.18 | $82.36K | 18,850 |
| Kristin Y. Powell EVP | Aug 22, 2025 | Option exercise | +2,000 | $17.35 | $34.70K | 20,850 |
| Kristin Y. Powell EVP | Aug 14, 2025 | Other | −635 | – | – | 19,293 |
| Kristin Y. Powell EVP | Aug 14, 2025 | Tax withholding | −443 | $39.86 | $17.66K | 18,850 |
| Hunter Westbrook President, CEO, Director | Aug 14, 2025 | Other | −2,298 | – | – | 87,902 |
| Hunter Westbrook President, CEO, Director | Aug 14, 2025 | Tax withholding | −1,605 | $39.86 | $63.98K | 86,297 |
| Megan Pelletier EVP | Aug 14, 2025 | Other | −413 | – | – | 9,759 |
| Megan Pelletier EVP | Aug 14, 2025 | Tax withholding | −288 | $39.86 | $11.48K | 9,471 |
| Tony J. VunCannon EVP, CFO and Treasurer | Aug 14, 2025 | Other | −470 | – | – | 66,482 |
| Tony J. VunCannon EVP, CFO and Treasurer | Aug 14, 2025 | Tax withholding | −327 | $39.86 | $13.03K | 66,155 |
| Rebekah M. Lowe Director | Jun 2, 2025 | Award | +1,116 | – | – | 4,885 |
| Jesse Cureton Director | Jun 2, 2025 | Award | +1,116 | – | – | 2,334 |
| John Switzer Director | Jun 2, 2025 | Award | +1,116 | – | – | 8,883 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| C. Kendall Laura Director | Jul 30, 2026 | 10,000 | $517.40K | Jul 30, 2026 | Option Exercise |
| Y. Powell Kristin EVP, Consumer and Business Banking Group Executive | May 27, 2026 | 1,000 | $47.20K | May 27, 2026 | Option Exercise |
| Hunter Westbrook C. President and CEO | May 1, 2026 | 60,000 | $2.78M | Apr 30, 2026 | Stock Option Exercise |
| Sprink John EVP, Commercial Banking Group Executive | Feb 4, 2026 | 2,000 | $88.84K | Feb 4, 2026 | Stock Option Exercise |
| Kristin Y. Powell EVP | Aug 22, 2025 | 2,000 | $82.00K | Aug 22, 2025 | Stock option exercise |
| Kristin Y. Powell EVP | Feb 26, 2025 | 2,000 | $735.00K | Feb 26, 2025 | Stock Option Exercise |
| Marty T. Caywood Officer, Former EVP/Chief Information Officer | Jul 29, 2024 | 10,000 | $355.00K | Jul 29, 2024 | Stock Option Exercise |
| Keith J. Houghton Officer, Former Chief Credit Officer | Jul 29, 2024 | 25,000 | $866.75K | Jul 29, 2024 | Stock Option Exercise |
| Dana L. Stonestreet Officer | May 3, 2023 | 80,000 | $1.64M | May 3, 2023 | IPO |