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HomeTrust Bancshares, Inc. hedge fund holdings

HTBNYSE
$46.59+0.50 (+1.08%)as of Oct 2, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

HTB · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (+15.5%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20254332$30M$16M117Aug 14, 2025
Q3 20254635$22.3M$19.5M123Nov 14, 2025
Q4 20253841$23.9M$26.2M126Feb 14, 2026
Q1 20263739$20.3M$25M134May 15, 2026
Q2 20267227$49.9M$53.4M161Aug 14, 2026

Quarterly action breakdown

Q2 2026
161 filers
New position
31
$9.07M+182K sh
Increased
41
$40.8M+818K sh
Reduced
23
-$49.7M-996K sh
Out / sold
4
-$3.68M-73.7K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
FJ Capital Management LLCReduce 46.02%-$35.7M$41.9M5.43%Aug 14, 2026
EJF Capital LPReduce 71.09%-$2.11M$858K0.57%Aug 13, 2026
Curi Capital, LLCSell 100%-$2M$00.00%Aug 14, 2026
CSM Advisors, LLCAdded 20.06%+$983K$5.88M0.13%Aug 14, 2026
Anchyra Partners LLCNew Buy+$693K$693K0.17%Jul 23, 2026
Park Capital Management, LLC / WINew Buy+$600K$600K0.35%Jul 13, 2026
Symmetry Partners, LLCNew Buy+$531K$531K0.03%Jul 23, 2026
Able Wealth Management LLCNew Buy+$457K$457K0.11%Jul 29, 2026
Fifth Third Wealth Advisors LLCNew Buy+$454K$454K0.01%Jul 17, 2026
HUB Investment Partners, LLCNew Buy+$420K$420K0.01%Jul 31, 2026
Empirical Asset Management, LLCNew Buy+$364K$364K0.08%Aug 10, 2026
Integrated Quantitative Investments LLCNew Buy+$351K$351K0.06%Aug 14, 2026
Odyssean, LLCAdded 84.65%+$301K$656K0.11%Aug 14, 2026
Empowered Funds, LLCAdded 7.63%+$291K$4.1M0.02%Aug 17, 2026
Quotient Wealth Partners, LLCNew Buy+$277K$277K0.01%Aug 3, 2026
United Capital Financial Advisors, LLCNew Buy+$263K$263K0.00%Aug 17, 2026
Commonwealth Financial Services, LLCNew Buy+$235K$235K0.03%Jul 15, 2026
VestGen Advisors, LLCNew Buy+$227K$227K0.01%Aug 11, 2026
Equitable Trust CoAdded 55.12%+$212K$597K0.02%Jul 23, 2026
Private Capital Management, LLCAdded 1.74%+$212K$12.4M1.09%Aug 14, 2026
AMG National Trust BankAdded 62.63%+$211K$549K0.01%Aug 7, 2026
Modern Wealth Management, LLCNew Buy+$211K$211K0.00%Aug 14, 2026
Occidental Asset Management, LLCNew Buy+$210K$210K0.02%Aug 7, 2026
Goepper Burkhardt LLCReduce 10.49%-$150K$1.28M0.38%Aug 10, 2026
Quantinno Capital Management LPAdded 25.65%+$140K$686K0.00%Aug 13, 2026
Polaris Capital Management, LLCAdded 2.57%+$135K$5.37M0.51%Jul 27, 2026
Rafferty Asset Management, LLCReduce 29.10%-$118K$287K0.00%Aug 14, 2026
Susquehanna Fundamental Investments, LLCAdded 12.88%+$79.3K$695K0.01%Aug 14, 2026
First Trust Advisors LPAdded 1.15%+$24.4K$2.15M0.00%Aug 11, 2026
Bellevue Asset Management, LLCNew Buy+$10.6K$10.6K0.00%Aug 4, 2026
Alps Advisors IncAdded 1.29%+$7.53K$593K0.00%Jul 29, 2026
Beese Fulmer Investment Management, Inc.Added 1.32%+$3.69K$283K0.02%Jul 29, 2026
Aster Capital Management (DIFC) LtdNew Buy+$3.29K$3.29K0.00%Aug 14, 2026
Investors Portfolio Services LLCNew Buy+$2.59K$2.59K0.00%Aug 14, 2026
Silver Grove Financial Group, Inc.New Buy+$549$5490.00%Aug 13, 2026
Cary Street Partners Financial LLCReduce 0.11%-$499$452K0.01%Jul 17, 2026

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