| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FJ Capital Management LLC | 9.6% | -2.6% | $68,798,401 | -$2,145,584 | 1,680,469 | -3% | FJ Capital Management LLC | 30 Sep 2025 |
| BlackRock, Inc. | 6.7% | $40,780,287 | 1,178,621 | BlackRock, Inc. | 31 Mar 2025 |
As of 30 Sep 2025, 129 institutional investors reported holding 10,453,425 shares of HomeTrust Bancshares, Inc. - Common Stock (HTB). This represents 60% of the company’s total 17,504,885 outstanding shares.
The largest institutional shareholders of HomeTrust Bancshares, Inc. - Common Stock (HTB) together control 51% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| FJ Capital Management LLC | 9.6% | 1,680,469 | -3% | 7.4% | $68,798,401 |
| BlackRock, Inc. | 9.5% | 1,654,750 | -1.3% | 0% | $67,745,464 |
| VANGUARD GROUP INC | 4.7% | 828,531 | -1.2% | 0% | $33,920,058 |
| DIMENSIONAL FUND ADVISORS LP | 4.6% | 801,751 | +2.5% | 0.01% | $32,824,229 |
| RENAISSANCE TECHNOLOGIES LLC | 3.1% | 543,715 | -1% | 0.03% | $22,259,692 |
| AMERICAN CENTURY COMPANIES INC | 2.5% | 433,249 | +9.9% | 0.01% | $17,737,214 |
| ALLIANCEBERNSTEIN L.P. | 2.1% | 363,339 | +66% | 0% | $14,875,099 |
| STATE STREET CORP | 2% | 352,678 | +1.3% | 0% | $14,438,637 |
| GEODE CAPITAL MANAGEMENT, LLC | 2% | 351,073 | -0.63% | 0% | $14,375,943 |
| WELLINGTON MANAGEMENT GROUP LLP | 1.7% | 304,079 | -0.86% | 0% | $12,448,994 |
| Private Capital Management, LLC | 0.91% | 159,606 | -0.21% | 0.6% | $6,534,270 |
| ROYCE & ASSOCIATES LP | 0.87% | 153,012 | -29% | 0.06% | $6,264,311 |
| ACADIAN ASSET MANAGEMENT LLC | 0.87% | 152,105 | -1% | 0.01% | $6,225,000 |
| GOLDMAN SACHS GROUP INC | 0.84% | 147,759 | +30% | 0% | $6,049,254 |
| NORTHERN TRUST CORP | 0.76% | 132,593 | -1.5% | 0% | $5,428,357 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.74% | 129,024 | +6.7% | 0% | $5,282,243 |
| Polaris Capital Management, LLC | 0.6% | 105,000 | -7.3% | 0.28% | $4,298,700 |
| CSM Advisors, LLC | 0.56% | 98,655 | -3.2% | 0.11% | $4,037,000 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.54% | 94,598 | +89% | 0.08% | $3,872,842 |
| JPMORGAN CHASE & CO | 0.51% | 89,330 | +5.2% | 0% | $3,657,171 |
| PANAGORA ASSET MANAGEMENT INC | 0.45% | 79,561 | -11% | 0.01% | $3,257,227 |
| MORGAN STANLEY | 0.44% | 76,398 | -10% | 0% | $3,127,761 |
| SALZHAUER MICHAEL | 0.4% | 70,505 | 0% | 1.8% | $2,886,476 |
| Nuveen, LLC | 0.38% | 67,335 | 0% | 0% | $2,756,694 |
| EJF Capital LLC | 0.37% | 65,305 | +3.8% | 1.6% | $2,673,587 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 8,218 | $353,230 | +$8,886 | $42.94 | 4 |
| 2025 Q3 | 10,453,425 | $427,960,240 | +$1,167,017 | $40.94 | 129 |
| 2025 Q2 | 10,415,108 | $389,630,545 | +$13,474,978 | $37.41 | 121 |
| 2025 Q1 | 10,162,692 | $348,383,076 | +$4,206,708 | $34.28 | 113 |
| 2024 Q4 | 10,023,461 | $337,608,024 | -$1,623,482 | $33.68 | 105 |
| 2024 Q3 | 10,067,674 | $343,116,125 | +$7,275,716 | $34.08 | 108 |
| 2024 Q2 | 9,819,069 | $294,860,086 | +$4,480,645 | $30.03 | 96 |
| 2024 Q1 | 9,667,977 | $264,315,752 | -$841,838 | $27.34 | 96 |
| 2023 Q4 | 9,707,236 | $261,320,368 | +$5,905,633 | $26.92 | 92 |
| 2023 Q3 | 9,489,932 | $205,646,802 | -$185,563 | $21.67 | 87 |
| 2023 Q2 | 9,509,101 | $198,641,286 | -$3,173,020 | $20.89 | 89 |
| 2023 Q1 | 9,624,255 | $236,645,881 | +$9,868,195 | $24.59 | 98 |
| 2022 Q4 | 9,235,861 | $223,178,384 | +$2,559,780 | $24.17 | 100 |
| 2022 Q3 | 9,171,547 | $202,709,678 | -$3,638,500 | $22.10 | 95 |
| 2022 Q2 | 9,297,149 | $232,423,850 | -$7,333,234 | $25.00 | 88 |
| 2022 Q1 | 9,589,383 | $283,215,601 | -$8,475,142 | $29.53 | 93 |
| 2021 Q4 | 9,887,520 | $306,286,970 | +$5,068,121 | $30.98 | 97 |
| 2021 Q3 | 9,682,411 | $270,864,510 | -$5,013,612 | $27.98 | 87 |
| 2021 Q2 | 9,872,384 | $275,345,169 | +$4,309,505 | $27.90 | 93 |
| 2021 Q1 | 9,727,708 | $236,891,787 | -$2,664,968 | $24.35 | 81 |
| 2020 Q4 | 9,848,718 | $190,175,305 | -$5,220,851 | $19.31 | 85 |
| 2020 Q3 | 10,244,906 | $139,176,529 | -$437,804 | $13.58 | 88 |
| 2020 Q2 | 10,235,713 | $163,724,912 | +$4,338,287 | $16.00 | 95 |
| 2020 Q1 | 9,968,467 | $158,686,617 | -$23,944,242 | $15.92 | 90 |
| 2019 Q4 | 10,658,159 | $285,957,306 | -$5,021,323 | $26.83 | 99 |
| 2019 Q3 | 10,856,372 | $283,022,992 | -$1,246,678 | $26.07 | 94 |
| 2019 Q2 | 10,906,296 | $274,169,182 | -$2,306,779 | $25.14 | 98 |
| 2019 Q1 | 11,156,191 | $281,136,281 | -$1,818,240 | $25.20 | 99 |
| 2018 Q4 | 11,197,684 | $293,152,847 | -$12,676,677 | $26.18 | 98 |
| 2018 Q3 | 11,673,268 | $340,266,751 | +$2,622,505 | $29.15 | 96 |
| 2018 Q2 | 11,585,768 | $326,148,858 | +$1,482,003 | $28.15 | 98 |
| 2018 Q1 | 11,541,376 | $300,592,744 | +$3,133,004 | $26.05 | 94 |
| 2017 Q4 | 11,478,170 | $295,561,819 | +$853,482 | $25.75 | 103 |
| 2017 Q3 | 11,438,509 | $293,416,501 | +$3,627,962 | $25.65 | 96 |
| 2017 Q2 | 11,331,371 | $276,475,253 | +$17,781,469 | $24.40 | 94 |
| 2017 Q1 | 11,142,120 | $261,838,691 | +$31,876,307 | $23.50 | 96 |
| 2016 Q4 | 10,678,741 | $276,575,487 | +$3,821,572 | $25.90 | 99 |
| 2016 Q3 | 10,588,332 | $195,885,506 | -$1,420,519 | $18.50 | 93 |
| 2016 Q2 | 10,595,210 | $196,007,108 | -$4,646,475 | $18.50 | 91 |
| 2016 Q1 | 11,015,768 | $202,000,440 | -$1,738,430 | $18.33 | 91 |
| 2015 Q4 | 11,104,238 | $224,864,925 | -$404,655 | $20.25 | 89 |
| 2015 Q3 | 11,109,265 | $206,074,613 | +$4,373,163 | $18.55 | 90 |
| 2015 Q2 | 10,891,649 | $182,529,964 | +$1,348,281 | $16.76 | 92 |
| 2015 Q1 | 10,855,139 | $173,340,368 | +$7,076,963 | $15.97 | 89 |
| 2014 Q4 | 10,410,259 | $173,411,479 | +$12,760,472 | $16.66 | 86 |
| 2014 Q3 | 9,656,738 | $141,085,309 | +$5,307,858 | $14.61 | 83 |
| 2014 Q2 | 9,260,761 | $146,011,134 | +$1,279,139 | $15.77 | 83 |
| 2014 Q1 | 9,176,611 | $144,800,461 | +$8,304,332 | $15.78 | 70 |