HTHNYSEState Commercial BanksFiscal year ends December 31
Hilltop Holdings Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Oct 23, 2026
$36.26−0.59 (-1.60%)
Close on Oct 19, 2026
- Market cap
- $2.10B
- P/E (TTM)
- 13.4
- Dividend yield
- 1.99%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
55.9%
32M of 57M shares
Institutional holders
235
31 new, 21 sold out
Net institutional buying
-1M
In Q2 2026
Insider trades, 12 months
0 buys · 19 sales
Net sold $15.37M
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 |
|---|---|---|---|---|
| BlackRock, Inc. | 6,881,044 | 10.70% | 13G (passive) amendment | Jun 30, 2025 |
| Gerald J. Ford | 15,651,330 | 27.30% | 13D (active) amendment | Oct 16, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of HTH | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 6,605,966 | 11.53% | $256.18M | −6,779 | 0.00% |
| Dimensional Fund Advisors LP | 2,615,508 | 4.57% | $101.43M | −7,668 | 0.02% |
| State Street Corp | 2,546,898 | 4.45% | $98.77M | +24,912 | 0.00% |
| Vanguard Portfolio Management LLC | 2,467,100 | 4.31% | $95.67M | −19,475 | 0.00% |
| Vanguard Capital Management LLC | 1,746,720 | 3.05% | $67.74M | −25,972 | 0.00% |
| Geode Capital Management, LLC | 1,046,610 | 1.83% | $40.60M | −1,204 | 0.00% |
| Ameriprise Financial Inc | 725,914 | 1.27% | $28.15M | +57,920 | 0.01% |
| Invesco Ltd. | 669,379 | 1.17% | $25.96M | +51,879 | 0.00% |
| JPMorgan Chase & Co | 659,665 | 1.15% | $25.83M | +154,775 | 0.00% |
| Charles Schwab Investment Management Inc | 635,320 | 1.11% | $24.64M | −69,293 | 0.00% |
| Jacobs Levy Equity Management, Inc | 622,093 | 1.09% | $24.12M | −48,817 | 0.09% |
| Aqr Capital Management LLC | 566,366 | 0.99% | $21.96M | +39,675 | 0.01% |
| Northern Trust Corp | 512,567 | 0.89% | $19.88M | −1,902 | 0.00% |
| Arrowstreet Capital, Limited Partnership | 487,276 | 0.85% | $18.90M | +21,687 | 0.01% |
| Two Sigma Investments, LP | 471,676 | 0.82% | $18.29M | +25,245 | 0.01% |
| American Century Companies Inc | 461,073 | 0.80% | $17.88M | +4,984 | 0.01% |
| Nuveen, LLC | 452,391 | 0.79% | $17.54M | +27,288 | 0.00% |
| Qube Research & Technologies Ltd | 440,233 | 0.77% | $17.07M | +11,661 | 0.02% |
| Bridgeway Capital Management, LLC | 430,764 | 0.75% | $16.71M | +7,679 | 0.29% |
| Hotchkis & Wiley Capital Management LLC | 365,875 | 0.64% | $14.19M | +9,640 | 0.04% |
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 | 235 | 32M | 55.9% | 31 / 74 | 83 / 21 | 1M | 2M |
| Q1 2026 | 229 | 33M | 58.0% | 40 / 80 | 71 / 20 | 7M | 2M |
| Q4 2025 | 213 | 33M | 58.0% | 31 / 67 | 81 / 23 | 1M | 3M |
| Q3 2025 | 206 | 35M | 61.5% | 25 / 78 | 67 / 32 | 3M | 4M |
| Q2 2025 | 213 | 36M | 62.7% | 27 / 67 | 83 / 27 | 3M | 3M |
| Q1 2025 | 214 | 37M | 64.2% | 30 / 76 | 65 / 29 | 3M | 3M |
| Q4 2024 | 216 | 37M | 64.8% | 38 / 87 | 51 / 18 | 4M | 4M |
| Q3 2024 | 198 | 37M | 65.3% | 25 / 72 | 63 / 13 | 10M | 2M |
| Q2 2024 | 187 | 37M | 64.7% | 17 / 64 | 68 / 18 | 3M | 3M |
| Q1 2024 | 189 | 37M | 64.9% | 30 / 54 | 59 / 15 | 2M | 3M |
| Q4 2023 | 175 | 38M | 66.8% | 19 / 54 | 63 / 19 | 4M | 3M |
| Q3 2023 | 175 | 37M | 63.8% | 12 / 43 | 85 / 19 | 4M | 3M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of HTH | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 2,468,920 | 4.31% | $95.74M | 0.09% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 1,214,372 | 2.12% | $47.09M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 1,120,901 | 1.96% | $43.47M | 0.05% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 873,791 | 1.53% | $33.89M | 0.02% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 751,828 | 1.31% | $29.65M | 0.15% | Jul 31, 2026 |
| Vanguard Small-Cap Value Index Fund | 552,707 | 0.96% | $21.43M | 0.03% | Jun 30, 2026 |
| State Street(R) SPDR(R) S&P(R) Regional Banking ETF | 509,261 | 0.89% | $19.75M | 0.42% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 468,861 | 0.82% | $18.18M | 0.02% | Jun 30, 2026 |
| U.S. Targeted Value Portfolio | 445,203 | 0.78% | $17.56M | 0.10% | Jul 31, 2026 |
| Fidelity Small Cap Index Fund | 441,513 | 0.77% | $17.41M | 0.05% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 391,285 | 0.68% | $15.17M | 0.10% | Jun 30, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 376,452 | 0.66% | $14.60M | 0.09% | Jun 30, 2026 |
| Columbia Small Cap Value Discovery Fund | 364,288 | 0.64% | $14.37M | 0.58% | Jul 31, 2026 |
| iShares S&P Small-Cap 600 Value ETF | 352,767 | 0.62% | $13.68M | 0.17% | Jun 30, 2026 |
| State Street(R) SPDR(R) S&P(R) Bank ETF | 317,728 | 0.55% | $12.32M | 0.83% | Jun 30, 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 |
|---|---|---|---|---|
| Jonathan S. Sobel | Hilltop Securities Chairman, Director | 129,917 | 0.23% | Aug 25, 2026 |
| Jeremy B. Ford | President & CEO, Director | 1,644,035 | 2.87% | Apr 2, 2026 |
| Steve B. Thompson | PrimeLending President and CEO | 107,204 | 0.19% | Aug 25, 2026 |
| Corey Prestidge | EVP, General Counsel & Sec. | 188,223 | 0.33% | Aug 25, 2026 |
| Martin Bradley Winges | Hilltop Securities CEO | 85,155 | 0.15% | Aug 25, 2026 |
| William B. Furr | Chief Financial Officer | 197,925 | 0.35% | Jul 2, 2026 |
| Keith E. Bornemann | Chief Accounting Officer | 7,972 | 0.01% | Jul 2, 2026 |
| Darren E. Parmenter | Chief Administrative Officer | 96,164 | 0.17% | Jul 2, 2026 |
| Rhodes R. Bobbitt | Director | 25,641 | 0.04% | Aug 25, 2026 |
| Kenneth D. Russell | Director | 2,137 | 0.00% | Jul 24, 2026 |
| Tom C. Nichols | Director | 18,317 | 0.03% | Jul 24, 2026 |
| Dana L. Bober | Director | 5,244 | 0.01% | Jul 24, 2026 |
| Lee Lewis | Director | 110,088 | 0.19% | Jul 24, 2026 |
| J. Taylor Crandall | Director | 2,137 | 0.00% | Jul 24, 2026 |
| Carl B. Webb | Director | 132,078 | 0.23% | Jul 24, 2026 |
| W. Robert Nichols III | Director | 16,637 | 0.03% | Jul 24, 2026 |
| Stephen H. Haworth | Director | 5,244 | 0.01% | Jul 24, 2026 |
| Robert Taylor JR | Director | 46,470 | 0.08% | Jul 24, 2026 |
| Hill A. Feinberg | Director | 528,700 | 0.92% | Mar 11, 2026 |
| Tracy Allan Bolt | Director | 55,682 | 0.10% | Jul 28, 2025 |
| A. Haag Sherman | Director | 30,111 | 0.05% | Jul 28, 2025 |
| Diamond HTH Stock Company, LP | 10% owner | 15,997,543 | 27.93% | Aug 25, 2026 |
| Gerald J. Ford | 10% owner | 366,427 | 0.64% | Aug 25, 2026 |
| Diamond HTH Stock Co GP, LLC | 10% owner | 453,721 | 0.79% | Aug 25, 2026 |
| Creek Revocable Trust Turtle | 10% owner | 15,552,541 | 27.15% | Aug 25, 2026 |
| Charlotte Jones Anderson | – | 16,228 | 0.03% | Jul 2, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Rhodes R. Bobbitt Director | Aug 24, 2026 | Sale | −5,000 | $38.80 | $194.00K | 25,641 |
| Jonathan S. Sobel Hilltop Securities Chairman, Director | Aug 21, 2026 | Award | +121.62 | – | – | 129,917 |
| Martin Bradley Winges Hilltop Securities CEO | Aug 21, 2026 | Award | +157.74 | – | – | 85,155 |
| Corey Prestidge EVP, General Counsel & Sec. | Aug 21, 2026 | Award | +698.52 | – | – | 188,223 |
| Steve B. Thompson PrimeLending President and CEO | Aug 21, 2026 | Award | +422.06 | – | – | 107,204 |
| Rhodes R. Bobbitt Director | Aug 21, 2026 | Sale | −5,000 | $38.80 | $194.00K | 30,641 |
| Creek Revocable Trust Turtle 10% owner | Aug 21, 2026 | Award | +0.01 | – | – | 7,867 |
| Rhodes R. Bobbitt Director | Aug 14, 2026 | Sale | −10,000 | $39.80 | $398.00K | 35,641 |
| Rhodes R. Bobbitt Director | Aug 13, 2026 | Sale | −10,000 | $39.50 | $395.00K | 45,641 |
| Rhodes R. Bobbitt Director | Aug 5, 2026 | Sale | −455 | $40.25 | $18.31K | 55,641 |
| Rhodes R. Bobbitt Director | Aug 4, 2026 | Sale | −10,000 | $40.00 | $400.00K | 66,096 |
| Rhodes R. Bobbitt Director | Aug 4, 2026 | Sale | −10,000 | $40.25 | $402.50K | 56,096 |
| Rhodes R. Bobbitt Director | Aug 3, 2026 | Sale | −12,100 | $40.00 | $484.00K | 76,096 |
| Robert Taylor JR Director | Jul 23, 2026 | Award | +1,180 | $38.14 | $45.01K | 46,470 |
| Stephen H. Haworth Director | Jul 23, 2026 | Award | +5,244 | – | – | 5,244 |
| Stephen H. Haworth Director | Jul 23, 2026 | Award | +291 | $38.14 | $11.10K | 5,535 |
| W. Robert Nichols III Director | Jul 23, 2026 | Award | +1,180 | $38.14 | $45.01K | 2,195 |
| Carl B. Webb Director | Jul 23, 2026 | Award | +1,180 | $38.14 | $45.01K | 132,078 |
| J. Taylor Crandall Director | Jul 23, 2026 | Award | +1,180 | $38.14 | $45.01K | 2,137 |
| Jonathan S. Sobel Hilltop Securities Chairman, Director | Jul 23, 2026 | Award | +1,180 | $38.14 | $45.01K | 129,796 |
| Rhodes R. Bobbitt Director | Jul 23, 2026 | Award | +1,180 | $38.14 | $45.01K | 88,196 |
| Lee Lewis Director | Jul 23, 2026 | Award | +1,180 | $38.14 | $45.01K | 54,919 |
| Dana L. Bober Director | Jul 23, 2026 | Award | +5,244 | – | – | 5,244 |
| Dana L. Bober Director | Jul 23, 2026 | Award | +291 | $38.14 | $11.10K | 5,535 |
| Tom C. Nichols Director | Jul 23, 2026 | Award | +1,180 | $38.14 | $45.01K | 16,317 |
| Kenneth D. Russell Director | Jul 23, 2026 | Award | +1,180 | $38.14 | $45.01K | 2,137 |
| Darren E. Parmenter Chief Administrative Officer | Jul 1, 2026 | Award | +80 | $34.90 | $2.79K | 96,164 |
| Keith E. Bornemann Chief Accounting Officer | Jul 1, 2026 | Award | +60 | $34.90 | $2.09K | 7,972 |
| William B. Furr Chief Financial Officer | Jul 1, 2026 | Award | +50 | $34.90 | $1.75K | 197,925 |
| Corey Prestidge EVP, General Counsel & Sec. | Jul 1, 2026 | Award | +66 | $34.90 | $2.30K | 187,525 |
| Robert Taylor JR Director | Jun 30, 2026 | Award | +203 | $38.62 | $7.84K | 45,290 |
| Jonathan S. Sobel Hilltop Securities Chairman, Director | Jun 30, 2026 | Award | +171 | $38.62 | $6.60K | 128,616 |
| Carl B. Webb Director | Jun 30, 2026 | Award | +343 | $38.62 | $13.25K | 130,898 |
| Rhodes R. Bobbitt Director | Jun 2, 2026 | Sale | −10,000 | $38.00 | $380.00K | 87,016 |
| Rhodes R. Bobbitt Director | May 27, 2026 | Sale | −10,000 | $38.00 | $380.00K | 97,016 |
| Rhodes R. Bobbitt Director | May 26, 2026 | Sale | −10,000 | $37.75 | $377.50K | 107,016 |
| Creek Revocable Trust Turtle 10% owner | May 22, 2026 | Award | +0.01 | – | – | 7,867 |
| Steve B. Thompson PrimeLending President and CEO | May 22, 2026 | Award | +393.83 | – | – | 106,782 |
| Martin Bradley Winges Hilltop Securities CEO | May 22, 2026 | Award | +147.19 | – | – | 84,997 |
| Jonathan S. Sobel Hilltop Securities Chairman, Director | May 22, 2026 | Award | +113.49 | – | – | 128,445 |
| Corey Prestidge EVP, General Counsel & Sec. | May 22, 2026 | Award | +651.45 | – | – | 187,459 |
| Rhodes R. Bobbitt Director | May 13, 2026 | Sale | −10,000 | $37.25 | $372.50K | 117,016 |
| Keith E. Bornemann Chief Accounting Officer | May 5, 2026 | Sale | −2,000 | $38.00 | $76.00K | 7,912 |
| Steve B. Thompson PrimeLending President and CEO | Apr 1, 2026 | Award | +697 | $32.24 | $22.47K | 106,388 |
| Jeremy B. Ford President & CEO, Director | Apr 1, 2026 | Award | +697 | $32.24 | $22.47K | 1,644,035 |
| Keith E. Bornemann Chief Accounting Officer | Apr 1, 2026 | Award | +56 | $32.24 | $1.81K | 9,912 |
| Martin Bradley Winges Hilltop Securities CEO | Apr 1, 2026 | Award | +697 | $32.24 | $22.47K | 84,850 |
| William B. Furr Chief Financial Officer | Apr 1, 2026 | Award | +46 | $32.24 | $1.48K | 197,875 |
| Darren E. Parmenter Chief Administrative Officer | Apr 1, 2026 | Award | +449 | $32.24 | $14.48K | 96,084 |
| Corey Prestidge EVP, General Counsel & Sec. | Apr 1, 2026 | Award | +626 | $32.24 | $20.18K | 186,808 |
| Carl B. Webb Director | Mar 31, 2026 | Award | +376 | $35.22 | $13.24K | 130,555 |
| Jonathan S. Sobel Hilltop Securities Chairman, Director | Mar 31, 2026 | Award | +188 | $35.22 | $6.62K | 128,331 |
| Robert Taylor JR Director | Mar 31, 2026 | Award | +223 | $35.22 | $7.85K | 45,087 |
| Hill A. Feinberg Director | Mar 10, 2026 | Gift | −1,500 | – | – | 518,700 |
| Creek Revocable Trust Turtle 10% owner | Mar 5, 2026 | Sale | −259,771 | $37.98 | $9.87M | 7,867 |
| Corey Prestidge EVP, General Counsel & Sec. | Feb 27, 2026 | Award | +633.06 | – | – | 186,182 |
| Steve B. Thompson PrimeLending President and CEO | Feb 27, 2026 | Award | +381.05 | – | – | 105,691 |
| Jonathan S. Sobel Hilltop Securities Chairman, Director | Feb 27, 2026 | Award | +110.86 | – | – | 128,143 |
| Gerald J. Ford 10% owner | Feb 27, 2026 | Award | +1,357 | – | – | 267,638 |
| Martin Bradley Winges Hilltop Securities CEO | Feb 27, 2026 | Award | +140.13 | – | – | 84,153 |
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 |
|---|---|---|---|---|---|
| R. Bobbitt Rhodes Director | Aug 4, 2026 | 50,000 | $1.99M | Aug 4, 2026 | Open Market Purchase |
| R. Bobbitt Rhodes Director | May 12, 2026 | 62,100 | $2.32M | May 12, 2026 | Purchase-IRA |
| Bornemann Keith Officer | May 5, 2026 | 2,000 | $76.00K | May 5, 2026 | Employee Stock Purchase Plan |
| Thompson Steve Officer | Feb 6, 2026 | 9,025 | $359.56K | Feb 6, 2026 | Performance Shares |
| Bradley Winges Martin Officer | Feb 3, 2026 | 26,000 | $999.94K | Feb 3, 2026 | Performance Shares |
| Bornemann Keith Officer | Nov 25, 2025 | 2,200 | $77.00K | Nov 25, 2025 | Employee Stock Purchase Plan |
| Markham Green John Director | Sep 3, 2025 | 20,000 | $701.60K | Sep 3, 2025 | Acquired from issuer in private transaction |
| Markham Green John Director | Aug 26, 2025 | 9,763 | $343.36K | Aug 26, 2025 | Acquired from issuer in private transaction |
| Markham Green John Director | Aug 22, 2025 | 25,000 | $866.50K | Aug 22, 2025 | Acquired from issuer in private transaction |
| Markham Green John Director | Aug 20, 2025 | 10,000 | $330.50K | Aug 20, 2025 | Acquired from issuer in private transaction |
| Markham Green John Director | Aug 14, 2025 | 20,000 | $655.60K | Aug 14, 2025 | Acquired from issuer in private transaction |
| Markham Green John Director | Aug 13, 2025 | 30,000 | $976.20K | Aug 13, 2025 | Acquired from issuer in private transaction |
| Lynn Schaffner Jerry Affiliate | Feb 28, 2025 | 16,500 | $524.04K | Feb 28, 2025 | Compensation |
| E. Bornemann Keith Officer | Nov 22, 2024 | 2,500 | $80.00K | Nov 22, 2024 | Restricted Stock |
| Bradley Winges Martin Officer | Nov 7, 2024 | 30,851 | $1.01M | Nov 7, 2024 | Restricted Stock |