HBT FINL INC. (HBT)
Institutional ownership reported to the SEC as of Q2 2026, across 28 quarters.
Institutions report 9,347,667 shares against 36,365,612 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $63.3M | 1,979,411 | 0.00% | 8q | +23.1%+$11.9M |
| VANGUARD CAPITAL MANAGEMENT LLC | $23.2M | 726,752 | 0.00% | 2q | +39.7%+$6.6M |
| DIMENSIONAL FUND ADVISORS LP | $18.8M | 588,886 | 0.00% | 23q | +4.9%+$887.0K |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $15.7M | 490,011 | 0.01% | 27q | HELD |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $15.1M | 473,202 | 0.02% | 27q | +6.2%+$877.2K |
| GEODE CAPITAL MANAGEMENT, LLC | $14.4M | 450,008 | 0.00% | 27q | +49.0%+$4.7M |
| STATE STREET CORP | $12.7M | 395,928 | 0.00% | 27q | +35.3%+$3.3M |
| AMERICAN CENTURY COMPANIES INC | $11.2M | 349,781 | 0.00% | 23q | +7.3%+$762.5K |
| LPL Financial LLC | $10.3M | 321,709 | 0.00% | 7q | -0.7%-$74.8K |
| WELLINGTON MANAGEMENT GROUP LLP | $9.6M | 298,605 | 0.00% | new | NEW |
| ROYCE & ASSOCIATES LP | $8.5M | 264,422 | 0.07% | 27q | HELD |
| Allspring Global Investments Holdings, LLC | $8.0M | 249,975 | 0.01% | 2q | +99.4%+$4.0M |
| NORTHERN TRUST CORP | $6.2M | 194,494 | 0.00% | 27q | +29.5%+$1.4M |
| Siena Capital Partners GP, LLC | $5.8M | 182,331 | 1.41% | 14q | HELD |
| Heartland Bank & Trust Co | $4.8M | 150,575 | 1.00% | 23q | -6.2%-$317.1K |
| ACADIAN ASSET MANAGEMENT LLC | $4.7M | 146,416 | 0.01% | 25q | +22.7%+$863.0K |
| Bank of New York Mellon Corp | $4.5M | 139,809 | 0.00% | 27q | +14.9%+$580.9K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $4.3M | 135,370 | 0.00% | 27q | +43.9%+$1.3M |
| MORGAN STANLEY | $3.9M | 121,661 | 0.00% | 27q | +18.0%+$594.9K |
| TWO SIGMA INVESTMENTS, LP | $3.9M | 121,492 | 0.00% | 12q | +124.8%+$2.2M |
| VANGUARD FIDUCIARY TRUST CO | $3.6M | 113,457 | 0.00% | 2q | +54.5%+$1.3M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $3.5M | 109,524 | 0.00% | 2q | +66.8%+$1.4M |
| CAPTRUST FINANCIAL ADVISORS | $3.0M | 94,743 | 0.00% | 6q | HELD |
| JOHNSON INVESTMENT COUNSEL INC | $2.6M | 82,705 | 0.02% | 6q | HELD |
| GOLDMAN SACHS GROUP INC | $2.6M | 82,650 | 0.00% | 27q | -24.4%-$851.2K |
| Nuveen, LLC | $2.1M | 64,589 | 0.00% | 6q | +11.2%+$208.4K |
| Wall Street Financial Group, Inc. | $1.6M | 50,630 | 0.87% | 2q | +50.1%+$540.5K |
| Quantinno Capital Management LP | $1.6M | 49,821 | 0.00% | 4q | +110.4%+$836.4K |
| BARCLAYS PLC | $1.4M | 44,133 | 0.00% | 18q | +4.9%+$66.2K |
| AQR CAPITAL MANAGEMENT LLC | $1.4M | 42,704 | 0.00% | 8q | +18.5%+$213.6K |
| State of New Jersey Common Pension Fund D | $1.3M | 39,852 | 0.00% | new | NEW |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $1.1M | 35,754 | 0.00% | 26q | -45.4%-$950.9K |
| CITADEL ADVISORS LLC | $1.1M incl. $252.7K options CALL | 27,562 | 0.00% | 4q | -11.7%-$149.7K |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $1.1M | 34,996 | 0.00% | 25q | +76.2%+$484.1K |
| Swiss National Bank | $1.1M | 34,700 | 0.00% | 15q | +21.3%+$195.1K |
| BANK OF AMERICA CORP /DE/ | $1.0M | 32,761 | 0.00% | 27q | +82.3%+$473.2K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $937.7K | 29,313 | 0.01% | 4q | +14.9%+$121.5K |
| WEDGE CAPITAL MANAGEMENT L L P/NC | $925.5K | 28,930 | 0.02% | 2q | -2.5%-$24.1K |
| JPMORGAN CHASE & CO | $826.3K | 25,943 | 0.00% | 27q | +2.7%+$22.0K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $774.2K PUT | options only | 0.00% | new | OPTIONS |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $715.2K | 22,358 | 0.00% | 27q | +113.5%+$380.3K |
| ZACKS INVESTMENT MANAGEMENT | $692.5K | 21,646 | 0.00% | 15q | -1.6%-$11.6K |
| Connor, Clark & Lunn Investment Management Ltd. | $652.7K | 20,403 | 0.00% | 8q | -0.6%-$4.1K |
| Russell Investments Group, Ltd. | $644.6K | 20,149 | 0.00% | 27q | +36.2%+$171.1K |
| Hickory Point Bank & Trust | $639.8K | 20,000 | 0.39% | 7q | HELD |
| RHUMBLINE ADVISERS | $608.4K | 19,019 | 0.00% | 17q | +24.7%+$120.6K |
| First Command Advisory Services, Inc. | $570.5K | 17,834 | 0.00% | 2q | HELD |
| Hennion & Walsh Asset Management, Inc. | $558.4K | 17,454 | 0.02% | 6q | -14.5%-$94.9K |
| DEUTSCHE BANK AG\ | $510.3K | 15,951 | 0.00% | 27q | +112.9%+$270.6K |
| Invesco Ltd. | $506.4K | 15,830 | 0.00% | 15q | +38.9%+$141.7K |
| VANGUARD ASSET MANAGEMENT, Ltd | $464.5K | 14,521 | 0.00% | 2q | +80.4%+$207.1K |
| Sequoia Financial Advisors, LLC | $451.1K | 14,101 | 0.00% | new | NEW |
| ALLIANCEBERNSTEIN L.P. | $436.6K | 16,340 | 0.00% | 9q | -90.2%-$4.0M |
| WELLS FARGO & COMPANY/MN | $436.4K | 13,641 | 0.00% | 15q | -51.2%-$457.4K |
| UBS Group AG | $429.9K | 13,439 | 0.00% | 19q | +208.8%+$290.7K |
| PRICE T ROWE ASSOCIATES INC /MD/ | $428.0K | 13,358 | 0.00% | 2q | +65.7%+$169.7K |
| MERCER GLOBAL ADVISORS INC /ADV | $421.3K | 13,170 | 0.00% | 2q | +43.3%+$127.4K |
| FIRST TRUST ADVISORS LP | $415.0K | 12,974 | 0.00% | 7q | +15.7%+$56.2K |
| STIFEL FINANCIAL CORP | $399.1K | 12,477 | 0.00% | 27q | HELD |
| Creative Planning | $395.9K | 12,376 | 0.00% | new | NEW |
| Squarepoint Ops LLC | $373.6K | 11,680 | 0.00% | new | NEW |
| CITIGROUP INC | $342.3K | 10,699 | 0.00% | 27q | +376.4%+$270.4K |
| SEI INVESTMENTS CO | $339.0K | 10,597 | 0.00% | 7q | HELD |
| GLOBEFLEX CAPITAL L P | $312.0K | 9,753 | 0.04% | 18q | HELD |
| Meredith Wealth Planning | $306.9K | 9,594 | 0.07% | 8q | HELD |
| MetLife Investment Management, LLC | $305.4K | 9,547 | 0.00% | 15q | +24.7%+$60.5K |
| Legal & General Group Plc | $291.9K | 9,125 | 0.00% | 27q | +7.8%+$21.1K |
| FIFTH THIRD BANCORP | $288.3K | 9,011 | 0.00% | 2q | HELD |
| HSBC HOLDINGS PLC | $285.4K | 8,967 | 0.00% | 27q | -64.1%-$509.3K |
| GSA CAPITAL PARTNERS LLP | $282.0K | 8,801 | 0.02% | new | NEW |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $279.4K | 8,735 | 0.00% | 9q | -8.1%-$24.7K |
| Mariner, LLC | $245.1K | 7,662 | 0.00% | 8q | HELD |
| NEW YORK STATE COMMON RETIREMENT FUND | $240.3K | 7,512 | 0.00% | 27q | +74.2%+$102.4K |
| CANADA PENSION PLAN INVESTMENT BOARD | $239.9K | 7,500 | 0.00% | 3q | HELD |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $239.6K | 7,491 | 0.00% | 9q | +37.7%+$65.6K |
| AMERIPRISE FINANCIAL INC | $238.2K | 7,446 | 0.00% | 6q | -51.7%-$255.1K |
| HighTower Advisors, LLC | $234.7K | 7,338 | 0.00% | 2q | -2.3%-$5.5K |
| OCCUDO QUANTITATIVE STRATEGIES LP | $233.1K | 7,288 | 0.01% | new | NEW |
| KLP KAPITALFORVALTNING AS | $214.3K | 6,700 | 0.00% | 7q | HELD |
| SG Americas Securities, LLC | $194.0K | 6,063 | 0.00% | new | NEW |
| Police & Firemen's Retirement System of New Jersey | $161.3K | 5,041 | 0.00% | 7q | +39.4%+$45.6K |
| Vanguard Global Advisers, LLC | $160.6K | 5,020 | 0.00% | 2q | HELD |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $146.8K | 4,588 | 0.00% | 3q | +1082.5%+$134.4K |
| BNP PARIBAS FINANCIAL MARKETS | $117.2K | 3,665 | 0.00% | 7q | -20.6%-$30.5K |
| CANADA LIFE ASSURANCE Co | $97.0K | 3,039 | 0.00% | 23q | -5.1%-$5.2K |
| LSV ASSET MANAGEMENT | $83.0K | 2,600 | 0.00% | 10q | -97.8%-$3.8M |
| Vanguard Investments Australia, Ltd. | $78.4K | 2,451 | 0.00% | 2q | HELD |
| FMR LLC | $59.7K | 1,867 | 0.00% | 18q | -58.7%-$84.8K |
| State of Alaska, Department of Revenue | $57.0K | 1,809 | 0.00% | 4q | HELD |
| Tower Research Capital LLC (TRC) | $53.4K | 1,670 | 0.00% | 9q | -59.2%-$77.4K |
| Mirae Asset Global Investments Co., Ltd. | $53.0K | 1,658 | 0.00% | new | NEW |
| Ameritas Investment Partners, Inc. | $47.2K | 1,476 | 0.00% | 27q | +54.2%+$16.6K |
| SIMPLEX TRADING, LLC | $44.8K CALL+PUT | options only | 0.00% | 2q | OPTIONS |
| Rockefeller Capital Management L.P. | $33.7K | 1,051 | 0.00% | 4q | +0.8% |
| AdvisorNet Financial, Inc | $25.3K | 790 | 0.00% | 9q | HELD |
| Arax Advisory Partners | $23.4K | 732 | 0.00% | 5q | +876.0%+$21.0K |
| NISA INVESTMENT ADVISORS, LLC | $19.2K | 599 | 0.00% | 13q | +2752.4%+$18.5K |
| JONES FINANCIAL COMPANIES LLLP | $17.0K | 536 | 0.00% | 7q | -16.8%-$3.4K |
| EVOLUTION WEALTH MANAGEMENT INC. | $16.0K | 500 | 0.01% | 5q | HELD |
| ROYAL BANK OF CANADA | $15.0K | 483 | 0.00% | 24q | +6800.0%+$14.8K |
Showing the largest 100 of 130 reported holders.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-08-10 | 2026-08-10 | Material agreement entered | filing |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 25 | $4.7M | 132,208 | 5 | 8 | 4 | 0.0% |
| Q2 2026 | 130 | $300.0M | 9,347,667 | 18 | 54 | 27 | 0.4% |
| Q1 2026 | 131 | $217.3M | 8,126,109 | 17 | 39 | 38 | 0.1% |
| Q4 2025 | 116 | $196.0M | 7,553,008 | 8 | 32 | 40 | 0.0% |
| Q3 2025 | 114 | $189.9M | 7,505,938 | 12 | 36 | 30 | 0.0% |
| Q2 2025 | 108 | $190.5M | 7,556,167 | 8 | 35 | 35 | 0.0% |
| Q1 2025 | 105 | $172.1M | 7,648,054 | 11 | 27 | 39 | 0.1% |
| Q4 2024 | 100 | $162.2M | 7,397,870 | 13 | 31 | 32 | 0.1% |
| Q3 2024 | 90 | $160.8M | 7,331,775 | 14 | 31 | 24 | 0.2% |
| Q2 2024 | 84 | $149.1M | 7,289,270 | 15 | 25 | 24 | 0.2% |
| Q1 2024 | 77 | $148.7M | 7,802,866 | 6 | 24 | 26 | 0.1% |
| Q4 2023 | 77 | $160.7M | 7,601,233 | 7 | 32 | 17 | 0.1% |
| Q3 2023 | 72 | $138.2M | 7,573,256 | 5 | 24 | 24 | 0.0% |
| Q2 2023 | 69 | $142.3M | 7,715,927 | 10 | 26 | 20 | 0.0% |
| Q1 2023 | 65 | $155.2M | 7,870,157 | 6 | 33 | 15 | 0.0% |
| Q4 2022 | 66 | $144.8M | 7,401,045 | 10 | 25 | 17 | 0.0% |
| Q3 2022 | 55 | $117.1M | 6,452,243 | 2 | 15 | 21 | 0.0% |
| Q2 2022 | 59 | $118.4M | 6,627,325 | 2 | 11 | 30 | 0.0% |
| Q1 2022 | 60 | $121.4M | 6,679,271 | 6 | 19 | 23 | 0.0% |
| Q4 2021 | 58 | $142.5M | 7,606,417 | 2 | 16 | 21 | 0.0% |
| Q3 2021 | 62 | $118.1M | 7,596,790 | 4 | 14 | 28 | 0.0% |
| Q2 2021 | 64 | $137.3M | 7,886,137 | 4 | 20 | 27 | 0.0% |
| Q1 2021 | 67 | $137.0M | 8,002,246 | 8 | 26 | 22 | 0.0% |
| Q4 2020 | 63 | $122.9M | 8,109,165 | 6 | 35 | 12 | 0.0% |
| Q3 2020 | 64 | $89.3M | 7,958,581 | 6 | 18 | 25 | 0.0% |
| Q2 2020 | 62 | $112.8M | 8,490,516 | 15 | 24 | 12 | 0.0% |
| Q1 2020 | 51 | $94.3M | 8,951,158 | 5 | 26 | 12 | 0.0% |
| Q4 2019 | 59 | $179.3M | 9,440,654 | 59 | 0 | 0 | 0.0% |
