HomeTrust Bancshares, Inc. (HTB) shareholders
HTBNYSESavings Institution, Federally CharteredFiscal year ends December 31
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Nov 6, 2026Score 15/306% above fair value
$47.28+0.06 (+0.13%)
Close on Nov 13, 2026Market cap $789.25MP/E 11.9Yield 1.04%
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 |
|---|---|---|---|---|
| Martin Friedman Joint filing with FJ Capital Management LLC (9.60%), Financial Opportunity Fund LLC (8.94%) | 1,680,469 | 9.60% | 13G (passive) amendment | Sep 30, 2025 |
| BlackRock, Inc. | 1,178,621 | 6.70% | 13G (passive) amendment | Mar 31, 2025 |
| 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 |
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% | $5.94M | −9,688 | 0.01% |
| CSM Advisors, LLC | 117,890 | 0.71% | $5.88M | +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)
207 funds held HTB in Q2 2026, 48% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| 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.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
10.83%
2M shares short
Days to cover
13.4
At 0M shares a day
Change since last report
+3.0%
From 2M shares
Short volume, 20 days
58.0%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of HomeTrust Bancshares's stock actually held short. Settlement fails (shares not delivered on time) peaked at 3,959 shares on Sep 24, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Laura C. Kendall Director | Jul 30, 2026 | 10,000 | $517.40K | Jul 30, 2026 | Option Exercise |
| Kristin Y. Powell EVP, Consumer and Business Banking Group Executive | May 27, 2026 | 1,000 | $47.20K | May 27, 2026 | Option Exercise |
| Hunter Westbrook President and CEO | May 1, 2026 | 60,000 | $2.78M | Apr 30, 2026 | Stock Option Exercise |
| John Sprink 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 |
| Stonestreet Dana L. Officer | May 3, 2023 | 80,000 | $1.64M | May 3, 2023 | IPO |
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