IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Hometrust Bancshares Inc (HTB)

CUSIP: 437872104 | NYSE | Financial Services · Banks - Regional | Small Cap | 396 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AFJ Capital Management LLC
with Financial Opportunity Fund LLC, Financial Opportunity Long t Fund LLC
839,1155.0%Newly reportedJun 30, 2026No 13F filer matched
13G/AFJ Capital Management LLC839,115
5.0% of class · Jun 30, 2026Newly reported
with Financial Opportunity Fund LLC, Financial Opportunity Long t Fund LLC
No 13F filer matched

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP897,897
0.0% of portfolio›$41.1M
Polaris Capital Management, LLC103,200
0.5% of portfolio›$4.7M
Rosenthal | Henry Capital Advisors, Inc.92,547
3.5% of portfolio›$3.8M
Salzhauer Michael74,412
1.4% of portfolio›$3.4M
Y-Intercept (Hong Kong) Ltd26,434
0.0% of portfolio›$1.2M
Creative Planning23,131
0.0% of portfolio›$1.1M
Flywheel Private Wealth LLC22,000
0.5% of portfolio›$1.0M
SummerHaven Investment Management, LLC18,733
0.5% of portfolio›$857.4K
Citigroup Inc18,607
0.0% of portfolio›$851.6K
Concurrent Investment Advisors, LLC16,431
0.0% of portfolio›$752.0K
Equitable Trust Co15,385
0.0% of portfolio›$704.2K
Elco Management Co., LLC11,653
0.3% of portfolio›$533.4K
Strs Ohio9,700
0.0% of portfolio›$444.0K
Sentinel Trust Co LBA6,269
0.0% of portfolio›$287.0K
Beese Fulmer Investment Management, Inc.5,694
0.0% of portfolio›$260.6K
Princeton Capital Management LLC5,000
0.0% of portfolio›$228.9K
Wealth Enhancement Advisory Services, LLC4,786
0.0% of portfolio›$222.2K
CrossGen Wealth, LLC2,140
0.1% of portfolio›$97.9K
Pinnacle Wealth Planning Services, Inc.1,968
0.0% of portfolio›$90.1K
Daytona Street Capital LLC1,000
0.0% of portfolio›$46.5K
Parkside Financial Bank & Trust978
0.0% of portfolio›$44.8K
Nisa Investment Advisors, LLC884
0.0% of portfolio›$40.5K
Gamma Investing LLC732
0.0% of portfolio›$33.5K
State of Alaska, Department of Revenue698
0.0% of portfolio›$31
Fortitude Family Office, LLC517
0.0% of portfolio›$23.7K
Laurel Wealth Advisors LLC500
0.0% of portfolio›$22.9K
Sterling Capital Management LLC302
0.0% of portfolio›$13.8K
Farther Finance Advisors, LLC302
0.0% of portfolio›$13.8K
Parallel Advisors, LLC263
0.0% of portfolio›$12.0K
KFG LLC225
0.0% of portfolio›$10.3K
EverSource Wealth Advisors, LLC126
0.0% of portfolio›$5.8K
Signaturefd, LLC85
0.0% of portfolio›$3.9K
Essential Partners LLC57
0.0% of portfolio›$2.6K
IFP Advisors, Inc42
0.0% of portfolio›$1.9K
Root Financial Partners, LLC39
0.0% of portfolio›$1.8K
Versant Capital Management, Inc35
0.0% of portfolio›$1.6K
SJS Investment Consulting Inc.20
0.0% of portfolio›$916
TD Private Client Wealth LLC19
0.0% of portfolio›$870
True Wealth Design, LLC17
0.0% of portfolio›$779
Silver Grove Financial Group, Inc.11
0.0% of portfolio›$503
Covestor Ltd9
0.0% of portfolio›$0
GK Wealth Management LLC3
0.0% of portfolio›$134
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
897,897$41.1M0.0%IndexLowAustin, TX2026-11-04
Polaris Capital Management, LLC
103,200$4.7M0.5%Deep ValueLowBoston, MA2026-10-21
Rosenthal | Henry Capital Advisors, Inc.
92,547$3.8M3.5%Deep ValueLowMishawaka, IN2026-10-27
Salzhauer Michael
74,412$3.4M1.4%GARPLowNew York, NY2026-10-28
Y-Intercept (Hong Kong) Ltd
26,434$1.2M0.0%ValueVery HighHong Kong, South Korea2026-10-16
Creative Planning
23,131$1.1M0.0%IndexVery LowOverland Park, KS2026-11-02
Flywheel Private Wealth LLC
22,000$1.0M0.5%ETFVery LowLos Altos, CA2026-11-02
SummerHaven Investment Management, LLC
18,733$857.4K0.5%Deep ValueHighStamford, CT2026-10-19
Citigroup Inc
18,607$851.6K0.0%CoreMediumNew York, NY2026-11-04
Concurrent Investment Advisors, LLC
16,431$752.0K0.0%GrowthMediumTampa, FL2026-10-16
Equitable Trust Co
15,385$704.2K0.0%CoreLowNashville, TN2026-10-13
Elco Management Co., LLC
11,653$533.4K0.3%CoreLowNew York, NY2026-10-14
Strs Ohio
9,700$444.0K0.0%CoreMediumColumbus, OH2026-10-30
Sentinel Trust Co LBA
6,269$287.0K0.0%ETFVery LowHouston, TX2026-11-03
Beese Fulmer Investment Management, Inc.
5,694$260.6K0.0%CoreLowCanton, OH2026-10-23
Princeton Capital Management LLC
5,000$228.9K0.0%Agg GrowthLowRed Bank, NJ2026-10-27
Wealth Enhancement Advisory Services, LLC
4,786$222.2K0.0%CoreLowPlymouth, MN2026-10-13
CrossGen Wealth, LLC
2,140$97.9K0.1%CoreVery LowGreenville, NC2026-10-30
Pinnacle Wealth Planning Services, Inc.
1,968$90.1K0.0%GARPLowMansfield, OH2026-10-27
Daytona Street Capital LLC
1,000$46.5K0.0%Deep ValueMediumSaint Louis, MO2026-10-15
Parkside Financial Bank & Trust
978$44.8K0.0%CoreVery LowSaint Louis, MO2026-10-27
Nisa Investment Advisors, LLC
884$40.5K0.0%IndexVery LowSt. Louis, MO2026-10-20
Gamma Investing LLC
732$33.5K0.0%IndexVery LowFoster City, CA2026-10-08
State of Alaska, Department of Revenue
698$310.0%CoreVery LowJuneau, AK2026-10-15
Fortitude Family Office, LLC
517$23.7K0.0%ETFMediumScottsdale, AZ2026-10-14
Laurel Wealth Advisors LLC
500$22.9K0.0%CoreVery LowCharlotte, NC2026-10-27
Sterling Capital Management LLC
302$13.8K0.0%GARPMediumCharlotte, NC2026-10-22
Farther Finance Advisors, LLC
302$13.8K0.0%IndexLowSan Francisco, CA2026-10-08
Parallel Advisors, LLC
263$12.0K0.0%IndexLowSan Francisco, CA2026-11-03
KFG LLC
225$10.3K0.0%ETFN/ARapid City, SD2026-11-02
EverSource Wealth Advisors, LLC
126$5.8K0.0%CoreMediumBirmingham, AL2026-11-04
Signaturefd, LLC
85$3.9K0.0%IndexLowAtlanta, GA2026-10-23
Essential Partners LLC
57$2.6K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
IFP Advisors, Inc
42$1.9K0.0%GrowthLowTampa, FL2026-10-16
Root Financial Partners, LLC
39$1.8K0.0%ETFMediumEncinitas, CA2026-10-21
Versant Capital Management, Inc
35$1.6K0.0%GARPLowPhoenix, AZ2026-10-02
SJS Investment Consulting Inc.
20$9160.0%ETFVery LowSylvania, OH2026-10-26
TD Private Client Wealth LLC
19$8700.0%ETFLowNew York, NY2026-10-28
True Wealth Design, LLC
17$7790.0%ETFMediumAkron, OH2026-10-13
Silver Grove Financial Group, Inc.
11$5030.0%CoreMediumOrchard Park, NY2026-11-05
Covestor Ltd
9$00.0%ValueHighLondon, United Kingdom2026-10-30
GK Wealth Management LLC
3$1340.0%GARPVery HighReno, NV2026-10-09