South Plains Financial Ownership | Who Owns South Plains Financial?


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South Plains Financial Ownership Summary


South Plains Financial is owned by 36.94% institutional investors, 28.64% insiders, and 34.41% retail investors. Blackrock is the largest institutional shareholder, holding 7.60% of SPFI shares. iShares Russell 2000 ETF is the top mutual fund, with 2.27% of its assets in South Plains Financial shares.

SPFI Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockSouth Plains Financial36.94%28.64%34.41%
SectorFinancial Services Stocks 49.66%13.98%36.36%
IndustryRegional Banks Stocks51.67%12.06%36.27%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock1.25M7.60%$33.72M
Vanguard group582.37K3.54%$15.72M
Dimensional fund advisors lp364.34K2.22%$9.84M
M3f281.67K1.71%$7.61M
Geode capital management266.28K1.62%$7.19M
State street262.43K1.60%$7.09M
Acadian asset management239.08K1.46%$6.45M
Bridgeway capital management197.07K1.20%$5.32M
American century companies175.01K1.07%$4.73M
Keeley-teton advisors170.42K1.04%$4.60M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
John w. rosenthal capital management82.70K3.17%$2.23M
M3f281.67K2.81%$7.61M
Keeley-teton advisors170.42K0.59%$4.60M
Salzhauer michael18.71K0.39%$505.12K
Polaris capital management166.70K0.24%$4.50M
Endeavour capital advisors24.24K0.23%$654.48K
Venturi wealth management84.37K0.13%$2.28M
Bridgeway capital management197.07K0.12%$5.32M
Prospector partners33.34K0.10%$900.18K
Arista wealth management12.17K0.09%$328.64K

Top Buyers

HolderShares% AssetsChange
Blackrock1.25M0.00%41.40K
Vanguard group582.37K0.00%40.63K
Keeley-teton advisors170.42K0.59%37.12K
Dimensional fund advisors lp364.34K0.00%30.66K
Acadian asset management239.08K0.02%29.93K

Top Sellers

HolderShares% AssetsChange
Jpmorgan chase58.57K0.00%-57.70K
Arrowstreet capital, limited partnership26.87K0.00%-27.46K
Truist financial---15.86K
Bnp paribas arbitrage, snc2.61K0.00%-15.47K
Quadrature capital---13.70K

New Positions

HolderShares% AssetsChangeValue
Mirae asset global etfs6.51K0.00%6.51K$175.72K
Corebridge financial6.34K0.00%6.34K$171.07K
Picton mahoney asset management350.000.00%350.00$9.00K
Pnc financial services group342.00-342.00$9.23K
Srs capital advisors22.000.00%22.00$594.00

Sold Out

HolderChange
Nelson, van denburg & campbell wealth management group-2.00
Innealta capital-71.00
Citadel advisors-300.00
Metropolitan life insurance co/ny-668.00
Entrypoint capital-1.68K

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 202410520.69%6,067,91710.38%363.30%569.80%3155.00%
Jun 30, 2024868.86%5,497,3505.35%333.49%5066.67%20-25.93%
Mar 31, 202479-5,218,1592.20%303.21%30-11.76%2728.57%
Dec 31, 202379-5,105,8453.66%313.72%34-21-22.22%
Sep 30, 2023793.95%4,925,5681.32%283.55%34-22.73%2750.00%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
iShares Russell 2000 ETF372.77K2.27%-840.00
Vanguard Total Stock Mkt Idx Inv365.64K2.23%-
Vanguard Institutional Extnd Mkt Idx Tr191.37K1.17%-1.12K
Avantis US Small Cap Value ETF185.23K1.13%-
Keeley Small Cap Dividend Value I145.19K0.89%-5.96K
Fidelity Small Cap Index117.60K0.72%-3.77K
iShares Russell 2000 Value ETF116.23K0.71%-
Bridgeway Omni Small-Cap Value99.70K0.61%-
Bridgeway Omni Small-Cap Value N99.70K0.61%-
EA Bridgeway Omni Small-Cap Value ETF93.48K0.57%-

Recent Insider Transactions


DateNameRoleActivityValue
Nov 05, 2024Griffith Curtis C Chairman and CEOSell$1.68M
Nov 05, 2024Valles Noe G-Buy$1.68M
Aug 15, 2024Valles Noe G-Buy$1.50M
Aug 15, 2024Griffith Curtis C Chairman and CEOSell$1.50M
Aug 06, 2024Griffith Curtis C Chairman and CEOSell$640.20K

Insider Transactions Trends


DateBuySell
2024 Q411
2024 Q316
2024 Q213
2024 Q128
2023 Q4-1

SPFI Ownership FAQ


Who Owns South Plains Financial?

South Plains Financial shareholders are primarily institutional investors at 36.94%, followed by 28.64% insiders and 34.42% retail investors. The average institutional ownership in South Plains Financial's industry, Regional Banks Stocks, is 51.67%, which South Plains Financial falls below.

Who owns the most shares of South Plains Financial?

South Plains Financial’s largest shareholders are Blackrock (1.25M shares, 7.60%), Vanguard group (582.37K shares, 3.54%), and Dimensional fund advisors lp (364.34K shares, 2.22%). Together, they hold 13.36% of South Plains Financial’s total shares outstanding.

Does Blackrock own South Plains Financial?

Yes, BlackRock owns 7.60% of South Plains Financial, totaling 1.25M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 33.72M$. In the last quarter, BlackRock increased its holdings by 41.4K shares, a 3.43% change.

Who is South Plains Financial’s biggest shareholder by percentage of total assets invested?

John w. rosenthal capital management is South Plains Financial’s biggest shareholder by percentage of total assets invested, with 3.17% of its assets in 82.7K South Plains Financial shares, valued at 2.23M$.

Who is the top mutual fund holder of South Plains Financial shares?

iShares Russell 2000 ETF is the top mutual fund holder of South Plains Financial shares, with 2.27% of its total shares outstanding invested in 372.77K South Plains Financial shares.

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