SEC Form 13F-HR Summary: Hilltop Holdings Inc.
Business Context and Reporting Period
This filing is a Form 13F-HR submitted by Hilltop Holdings Inc., an institutional investment manager based in Dallas, TX. The report covers the calendar quarter ended December 31, 2022, and was signed on February 14, 2023, by Corey G. Prestidge, Executive Vice President, General Counsel, and Secretary.
The report includes holdings for 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 company's own operating financials (revenue, profit, cash flow, or debt). The following portfolio metrics are reported:
- Total Portfolio Value: $780,272,157
- Total Number of Holdings: 843
- Number of Included Managers: 4
Note: The filing text does not provide values for revenue, profit, cash flow, margins, debt, or liquidity for Hilltop Holdings Inc. itself, as this form is designed to disclose investment positions, not operational performance.
Material Changes
The filing text does not provide comparative data for the prior period (e.g., Q3 2022) to calculate material changes in portfolio value or holdings count. The document serves as a snapshot of holdings as of the reporting date.
Guidance, Outlook, and Risks
This filing contains no management commentary, forward-looking guidance, risk factors, or contingencies regarding the company's future operations. It is a statutory disclosure of current equity positions.
Key Facts for Investor Verification
- Verify the total reported portfolio value of approximately $780.3 million against the company's latest 10-Q or 10-K for context on asset allocation.
- Confirm the inclusion of the four subsidiary managers (PlainsCapital Corp, PlainsCapital Bank, Hilltop Securities Holdings LLC, HILLTOP SECURITIES INC.) to ensure the full scope of managed assets is understood.
- Note that this document does not reflect the company's own financial health (revenue, earnings, or debt levels); refer to Form 10-K or 10-Q for those metrics.