HBT Financial, Inc.
US ˙ NasdaqGS ˙ US4041111067

SecurityHBT / HBT Financial, Inc.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership561,159 shares
Latest Disclosed Value $ 14,995,205
Dimensional Fund Advisors Lp reports 2.81% increase in ownership of HBT / HBT Financial, Inc.

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 561,159 shares of HBT Financial, Inc. (US:HBT) valued at $14,994,168 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 545,809 shares of HBT Financial, Inc.. This represents a change in shares of 2.81% during the quarter. The current value of the position is $15,577,774 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-07 2026-03-31 13F HBT FINL COM 404111106 561,159 15,350 2.81 14,995 6.28 0.0031
2026-02-12 2025-12-31 13F HBT FINL COM 404111106 545,809 22,048 4.21 14,110 6.90 0.0030
2025-11-12 2025-09-30 13F HBT FINL COM 404111106 523,761 12,846 2.51 13,198 2.47 0.0028
2025-08-12 2025-06-30 13F HBT FINL COM 404111106 510,915 26,073 5.38 12,880 18.55 0.0030
2025-05-13 2025-03-31 13F HBT FINL COM 404111106 484,842 23,212 5.03 10,866 7.48 0.0027
2025-02-13 2024-12-31 13F HBT FINL COM 404111106 461,630 29,200 6.75 10,110 6.85 0.0024
2024-11-07 2024-09-30 13F HBT FINL COM 404111106 432,430 25,974 6.39 9,461 14.03 0.0023
2024-08-09 2024-06-30 13F HBT FINL COM 404111106 406,456 26,135 6.87 8,298 14.58 0.0022
2024-05-10 2024-03-31 13F HBT FINL COM 404111106 380,321 22,969 6.43 7,241 -4.00 0.0020
2024-02-07 2023-12-31 13F HBT FINL COM 404111106 357,352 48,614 15.75 7,544 33.95 0.0022
2023-11-09 2023-09-30 13F HBT FINL COM 404111106 308,738 42,690 16.05 5,631 14.78 0.0018
2023-08-09 2023-06-30 13F HBT FINL COM 404111106 266,048 53,138 24.96 4,906 16.87 0.0016
2023-05-12 2023-03-31 13F HBT FINL COM 404111106 212,910 55,306 35.09 4,198 139,833.33 0.0014
2023-02-09 2022-12-31 13F HBT FINL COM 404111106 157,604 15,388 10.82 3 -99.88 0.0009
2022-11-10 2022-09-30 13F HBT FINL COM 404111106 142,216 14,942 11.74 2,581 13.45 0.0010
2022-08-12 2022-06-30 13F HBT FINL COM 404111106 127,274 15,536 13.90 2,275 12.01 0.0008
2022-05-13 2022-03-31 13F HBT FINL COM 404111106 111,738 19,454 21.08 2,031 17.53 0.0006
2022-02-09 2021-12-31 13F HBT FINL COM 404111106 92,284 9,466 11.43 1,728 34.16 0.0005
2021-11-12 2021-09-30 13F HBT FINL COM 404111106 82,818 13,994 20.33 1,288 7.51 0.0004
2021-08-12 2021-06-30 13F HBT FINL COM 404111106 68,824 15,816 29.84 1,198 32.08 0.0004
2021-05-14 2021-03-31 13F HBT FINL COM 404111106 53,008 42,025 382.64 907 446.39 0.0003
2021-03-08 2020-12-31 13F/A-2 HBT FINL COM 404111106 10,983 10,983 166 0.0001
2021-02-11 2020-12-31 13F HBT FINL COM 404111106 10,983 10,983 166 0.0001
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.