SEC Filing Summary: Hilltop Holdings Inc. (13F-HR)
Business Context and Reporting Period
This filing is a Form 13F-HR (Holdings Report) submitted by Hilltop Holdings Inc., an institutional investment manager, for the quarter ended March 31, 2024. The report was signed on May 15, 2024, by Corey G. Prestidge, Executive Vice President, General Counsel, and Secretary. The filing covers the investment holdings of Hilltop Holdings Inc. and four other included managers: PlainsCapital Corp, PlainsCapital Bank, Hilltop Securities Holdings LLC, and Hilltop Securities Inc.
Key Financial Metrics
As a Form 13F filing, this document reports equity holdings rather than the operating financial performance (revenue, profit, cash flow) of the reporting entity itself. The key metrics provided relate to the portfolio under management:
- Total Portfolio Value: $968,780,050
- Total Number of Holdings: 992 entries
- Number of Included Managers: 4
The filing text does not provide data on Hilltop Holdings Inc.'s own revenue, profit margins, debt levels, or liquidity positions, as these are not required in a 13F report.
Material Changes
The filing text does not provide comparative data for the prior period (December 31, 2023) or detail specific material changes in holdings, buy/sell activity, or portfolio composition versus the previous quarter.
Guidance, Outlook, and Risks
This document is a statutory disclosure of equity holdings and does not contain management commentary, forward-looking guidance, risk factors, or discussion of contingencies. The filing includes a standard disclaimer that the SEC has not reviewed the information for accuracy or completeness.
Investor Verification Checklist
- Verify the total portfolio value of $968,780,050 against the sum of individual holdings in the full schedule (not provided in this summary).
- Confirm the specific equity positions and voting rights associated with the 992 reported entries.
- Review the separate 13F filings for the four included managers (PlainsCapital Corp, PlainsCapital Bank, Hilltop Securities Holdings LLC, Hilltop Securities Inc.) to understand the full scope of the group's investments.
- Note that this filing does not reflect the operating financial health of Hilltop Holdings Inc.; refer to 10-Q or 10-K filings for that data.