South Plains Financial Ownership 2024 | Who Owns South Plains Financial Now?
Institutional Ownership
33.36%
Insider Ownership
28.05%
Retail Ownership
38.59%
Institutional Holders
84.00
South Plains Financial Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | 7.60% | 0.00% | 1,249,049 | 41,404 | 3.43% | 33,724,323 | Jun 30, 2024 |
| VANGUARD GROUP INC | 3.54% | 0.00% | 582,366 | 40,634 | 7.50% | 15,723,882 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 2.22% | 0.00% | 364,341 | 30,665 | 9.19% | 9,836,679 | Jun 30, 2024 |
| M3F, INC. | 1.71% | 2.81% | 281,667 | -11,846 | -4.04% | 7,605,000 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.62% | 0.00% | 266,282 | 11,208 | 4.39% | 7,190,488 | Jun 30, 2024 |
| STATE STREET CORP | 1.60% | 0.00% | 262,430 | -1,286 | -0.49% | 7,085,610,000 | Jun 30, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | 1.46% | 0.02% | 239,078 | 29,933 | 14.31% | 6,451,000 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 1.20% | 0.12% | 197,074 | 2,202 | 1.13% | 5,320,998 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 1.07% | 0.00% | 175,013 | 22,695 | 14.90% | 4,725,351 | Jun 30, 2024 |
| KEELEY-TETON ADVISORS, LLC | 1.04% | 0.59% | 170,420 | 37,124 | 27.85% | 4,601,340 | Jun 30, 2024 |
| POLARIS CAPITAL MANAGEMENT, LLC | 1.01% | 0.24% | 166,700 | - | - | 4,500,900 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.65% | 0.00% | 107,220 | -589 | -0.55% | 2,894,940,000 | Jun 30, 2024 |
| EMPOWERED FUNDS, LLC | 0.59% | 0.05% | 97,374 | 2,202 | 2.31% | 2,629,098 | Jun 30, 2024 |
| VENTURI WEALTH MANAGEMENT, LLC | 0.51% | 0.13% | 84,368 | -12,573 | -12.97% | 2,277,936 | Jun 30, 2024 |
| JOHN W. ROSENTHAL CAPITAL MANAGEMENT, INC. | 0.50% | 3.17% | 82,700 | - | - | 2,232,900 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.39% | 0.00% | 63,462 | 4,787 | 8.16% | 1,713,474 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.36% | 0.00% | 58,567 | -57,699 | -49.63% | 1,581,309 | Jun 30, 2024 |
| BARCLAYS PLC | 0.25% | 0.00% | 41,167 | -5,608 | -11.99% | 1,112,000 | Jun 30, 2024 |
| FIRST TRUST ADVISORS LP | 0.24% | 0.00% | 38,968 | -2,610 | -6.28% | 1,052,136 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.22% | 0.00% | 36,751 | 10,574 | 40.39% | 992,277 | Jun 30, 2024 |
South Plains Financial's largest institutional shareholder is BLACKROCK INC., holding 7.60% of the company's total share outstanding, currently valued at $33.72M. The top 10 institutional shareholders own together 23.05% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| JOHN W. ROSENTHAL CAPITAL MANAGEMENT, INC. | 0.50% | 3.17% | 82,700 | - | - | 2,232,900 | Jun 30, 2024 |
| M3F, INC. | 1.71% | 2.81% | 281,667 | -11,846 | -4.04% | 7,605,000 | Jun 30, 2024 |
| KEELEY-TETON ADVISORS, LLC | 1.04% | 0.59% | 170,420 | 37,124 | 27.85% | 4,601,340 | Jun 30, 2024 |
| SALZHAUER MICHAEL | 0.11% | 0.39% | 18,708 | 8,708 | 87.08% | 505,116 | Jun 30, 2024 |
| POLARIS CAPITAL MANAGEMENT, LLC | 1.01% | 0.24% | 166,700 | - | - | 4,500,900 | Jun 30, 2024 |
| ENDEAVOUR CAPITAL ADVISORS INC | 0.15% | 0.23% | 24,240 | - | - | 654,480 | Jun 30, 2024 |
| VENTURI WEALTH MANAGEMENT, LLC | 0.51% | 0.13% | 84,368 | -12,573 | -12.97% | 2,277,936 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 1.20% | 0.12% | 197,074 | 2,202 | 1.13% | 5,320,998 | Jun 30, 2024 |
| PROSPECTOR PARTNERS LLC | 0.20% | 0.10% | 33,340 | 2,050 | 6.55% | 900,180 | Jun 30, 2024 |
| ARISTA WEALTH MANAGEMENT, LLC | 0.07% | 0.09% | 12,172 | - | - | 328,644 | Jun 30, 2024 |
| GLOBEFLEX CAPITAL L P | 0.18% | 0.08% | 29,739 | -2,666 | -8.23% | 802,953 | Jun 30, 2024 |
| ENTRYPOINT CAPITAL, LLC | 0.01% | 0.07% | 1,678 | 1,678 | 100.00% | 45,306 | Jun 30, 2024 |
| EMPOWERED FUNDS, LLC | 0.59% | 0.05% | 97,374 | 2,202 | 2.31% | 2,629,098 | Jun 30, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | 1.46% | 0.02% | 239,078 | 29,933 | 14.31% | 6,451,000 | Jun 30, 2024 |
| MARTINGALE ASSET MANAGEMENT L P | 0.20% | 0.02% | 33,539 | 202 | 0.61% | 905,553 | Jun 30, 2024 |
| TREXQUANT INVESTMENT LP | 0.14% | 0.01% | 23,658 | 15,994 | 208.69% | 638,766 | Jun 30, 2024 |
| QUANTINNO CAPITAL MANAGEMENT LP | 0.11% | 0.01% | 18,730 | -537 | -2.79% | 505,710 | Jun 30, 2024 |
| QUADRATURE CAPITAL LTD | 0.08% | 0.01% | 13,696 | 13,696 | 100.00% | 369,107 | Jun 30, 2024 |
| PANAGORA ASSET MANAGEMENT INC | 0.22% | 0.00% | 35,361 | - | - | 954,747 | Jun 30, 2024 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 0.16% | 0.00% | 26,903 | 1,556 | 6.14% | 726,381 | Jun 30, 2024 |
The largest South Plains Financial shareholder by % of total assets is JOHN W. ROSENTHAL CAPITAL MANAGEMENT, INC.. The company owns 82.70K shares of South Plains Financial (SPFI), representing 3.17% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | 7.60% | 0.00% | 1,249,049 | 41,404 | 3.43% | 33,724,323 | Jun 30, 2024 |
| VANGUARD GROUP INC | 3.54% | 0.00% | 582,366 | 40,634 | 7.50% | 15,723,882 | Jun 30, 2024 |
| KEELEY-TETON ADVISORS, LLC | 1.04% | 0.59% | 170,420 | 37,124 | 27.85% | 4,601,340 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 2.22% | 0.00% | 364,341 | 30,665 | 9.19% | 9,836,679 | Jun 30, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | 1.46% | 0.02% | 239,078 | 29,933 | 14.31% | 6,451,000 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 1.07% | 0.00% | 175,013 | 22,695 | 14.90% | 4,725,351 | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | 0.17% | 0.00% | 28,638 | 16,173 | 129.75% | 773,226 | Jun 30, 2024 |
| TREXQUANT INVESTMENT LP | 0.14% | 0.01% | 23,658 | 15,994 | 208.69% | 638,766 | Jun 30, 2024 |
| QUADRATURE CAPITAL LTD | 0.08% | 0.01% | 13,696 | 13,696 | 100.00% | 369,107 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.12% | 0.00% | 19,946 | 11,546 | 137.45% | 538,542 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.62% | 0.00% | 266,282 | 11,208 | 4.39% | 7,190,488 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.11% | 0.00% | 18,506 | 10,683 | 136.56% | 499,662 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.22% | 0.00% | 36,751 | 10,574 | 40.39% | 992,277 | Jun 30, 2024 |
| ALLIANCEBERNSTEIN L.P. | 0.06% | 0.00% | 9,150 | 9,150 | 100.00% | 247,050 | Jun 30, 2024 |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 0.06% | 0.00% | 9,097 | 9,097 | 100.00% | 245,619 | Jun 30, 2024 |
| SALZHAUER MICHAEL | 0.11% | 0.39% | 18,708 | 8,708 | 87.08% | 505,116 | Jun 30, 2024 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 0.05% | 0.00% | 8,412 | 8,412 | 100.00% | 227,000 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.04% | 0.00% | 6,508 | 6,508 | 100.00% | 175,716 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.04% | 0.00% | 6,336 | 6,336 | 100.00% | 171,072 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.09% | 0.00% | 14,057 | 5,981 | 74.06% | 379,539 | Jun 30, 2024 |
As of Jun 30 2024, South Plains Financial's largest institutional buyer is BLACKROCK INC.. The company purchased 41.40K stocks of SPFI, valued at $33.72M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | 0.36% | 0.00% | 58,567 | -57,699 | -49.63% | 1,581,309 | Jun 30, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.16% | 0.00% | 26,872 | -27,460 | -50.54% | 726,000 | Jun 30, 2024 |
| BNP PARIBAS ARBITRAGE, SNC | 0.02% | 0.00% | 2,612 | -15,473 | -85.56% | 70,524 | Jun 30, 2024 |
| VENTURI WEALTH MANAGEMENT, LLC | 0.51% | 0.13% | 84,368 | -12,573 | -12.97% | 2,277,936 | Jun 30, 2024 |
| M3F, INC. | 1.71% | 2.81% | 281,667 | -11,846 | -4.04% | 7,605,000 | Jun 30, 2024 |
| WESTWOOD HOLDINGS GROUP INC | 0.07% | 0.00% | 10,735 | -10,735 | -50.00% | 289,845 | Jun 30, 2024 |
| UBS GROUP AG | 0.04% | - | 6,248 | -6,905 | -52.50% | 168,696 | Jun 30, 2024 |
| INVESCO LTD. | 0.19% | 0.00% | 31,508 | -5,710 | -15.34% | 850,716 | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -5,707 | -100.00% | - | Jun 30, 2024 |
| BARCLAYS PLC | 0.25% | 0.00% | 41,167 | -5,608 | -11.99% | 1,112,000 | Jun 30, 2024 |
| SG AMERICAS SECURITIES, LLC | - | - | - | -4,279 | -100.00% | - | Jun 30, 2024 |
| GLOBEFLEX CAPITAL L P | 0.18% | 0.08% | 29,739 | -2,666 | -8.23% | 802,953 | Jun 30, 2024 |
| FIRST TRUST ADVISORS LP | 0.24% | 0.00% | 38,968 | -2,610 | -6.28% | 1,052,136 | Jun 30, 2024 |
| MORGAN STANLEY | 0.20% | 0.00% | 32,693 | -1,581 | -4.61% | 882,714 | Jun 30, 2024 |
| STATE STREET CORP | 1.60% | 0.00% | 262,430 | -1,286 | -0.49% | 7,085,610,000 | Jun 30, 2024 |
| DEUTSCHE BANK AG\ | 0.02% | - | 3,539 | -1,247 | -26.06% | 95,553 | Jun 30, 2024 |
| SWISS NATIONAL BANK | 0.15% | 0.00% | 24,233 | -800 | -3.20% | 654,291,000 | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -668 | -100.00% | - | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.65% | 0.00% | 107,220 | -589 | -0.55% | 2,894,940,000 | Jun 30, 2024 |
| QUANTINNO CAPITAL MANAGEMENT LP | 0.11% | 0.01% | 18,730 | -537 | -2.79% | 505,710 | Jun 30, 2024 |
As of Jun 30 2024, South Plains Financial's biggest institutional seller is JPMORGAN CHASE & CO. The company sold -57.70K shares of SPFI, valued at $1.58M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| QUADRATURE CAPITAL LTD | 0.08% | 0.01% | 13,696 | 13,696 | 100.00% | 369,107 | Jun 30, 2024 |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 0.06% | 0.00% | 9,097 | 9,097 | 100.00% | 245,619 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.04% | 0.00% | 6,508 | 6,508 | 100.00% | 175,716 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.04% | 0.00% | 6,336 | 6,336 | 100.00% | 171,072 | Jun 30, 2024 |
| ENTRYPOINT CAPITAL, LLC | 0.01% | 0.07% | 1,678 | 1,678 | 100.00% | 45,306 | Jun 30, 2024 |
| PICTON MAHONEY ASSET MANAGEMENT | 0.00% | 0.00% | 350 | 350 | 100.00% | 9,000 | Jun 30, 2024 |
| PNC FINANCIAL SERVICES GROUP, INC. | 0.00% | - | 342 | 342 | 100.00% | 9,234 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | 0.00% | 0.00% | 71 | 71 | 100.00% | 1,917 | Jun 30, 2024 |
| SRS CAPITAL ADVISORS, INC. | 0.00% | 0.00% | 22 | 22 | 100.00% | 594 | Jun 30, 2024 |
South Plains Financial's largest new institutional shareholder by number of shares is QUADRATURE CAPITAL LTD, purchased 13.70K shares, valued at $369.11K, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -5,707 | -100.00% | - | Jun 30, 2024 |
| SG AMERICAS SECURITIES, LLC | - | - | - | -4,279 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -668 | -100.00% | - | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -2 | -100.00% | - | Jun 30, 2024 |
South Plains Financial's largest sold out institutional shareholder by shares sold is AMERICAN INTERNATIONAL GROUP, INC., sold -5.71K shares, valued at -, as of undefined.
South Plains Financial Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| Keeley Funds, Inc. | 0.48% | 122,235 | -8,781 | -6.70% | Dec 29, 2023 |
| Monteagle Funds | 0.07% | 2,760 | - | - | Feb 29, 2024 |
| BRIDGEWAY FUNDS INC | 0.04% | 99,700 | - | - | Mar 28, 2024 |
| Vericimetry Funds | 0.01% | 1,310 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.01% | 6,236 | - | - | Mar 31, 2024 |
| Pear Tree Funds | 0.01% | 92,300 | - | - | Mar 31, 2024 |
| AMG Funds I | 0.01% | 14,581 | - | - | Jan 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.00% | 41,578 | 438 | 1.06% | Mar 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.00% | 21,387 | - | - | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.00% | 1,839 | - | - | Mar 31, 2024 |
| Legg Mason ETF Investment Trust | 0.00% | 3,662 | 1,514 | 70.48% | Mar 31, 2024 |
| AMERICAN CENTURY ETF TRUST | 0.00% | 145,087 | 23,744 | 19.57% | Feb 29, 2024 |
| VANGUARD INDEX FUNDS | 0.00% | 457,589 | -152,141 | -24.95% | Mar 31, 2024 |
| HOTCHKIS & WILEY FUNDS /DE/ | 0.00% | 13,300 | - | - | Mar 31, 2024 |
| Lattice Strategies Trust | 0.00% | 1,461 | - | - | Mar 31, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 32,691 | -1,399 | -4.10% | Jan 31, 2024 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST | 0.00% | 2,940 | - | - | Mar 31, 2024 |
| KP Funds | 0.00% | 31,709 | - | - | Sep 30, 2020 |
| ETF Series Solutions | 0.00% | 13,733 | - | - | Jan 31, 2024 |
| PRUDENTIAL INVESTMENT PORTFOLIOS 12 | 0.00% | 1,700 | - | - | Jan 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 110,440 | -476 | -0.43% | Feb 29, 2024 |
| STERLING CAPITAL FUNDS | 0.00% | 9,983 | - | - | Mar 28, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 1,206 | - | - | Mar 31, 2024 |
| GPS Funds I | 0.00% | 1,398 | - | - | Mar 31, 2024 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 212,558 | 42,305 | 24.85% | Jan 31, 2024 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 16,773 | 18 | 0.11% | Jan 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 5,830 | -558 | -8.74% | Mar 31, 2024 |
| PFM Multi-Manager Series Trust | 0.00% | 156 | - | - | Dec 31, 2023 |
| FIDELITY COVINGTON TRUST | 0.00% | 3,148 | -48 | -1.50% | Jan 31, 2024 |
| Forethought Variable Insurance Trust | 0.00% | 719 | - | - | Mar 28, 2024 |
| AdvisorShares Trust | 0.00% | 660 | - | - | Mar 28, 2024 |
| SunAmerica Specialty Series | 0.00% | 87 | - | - | Apr 30, 2021 |
| VICTORY PORTFOLIOS | 0.00% | 5,120 | - | - | Mar 31, 2024 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 4,863 | - | - | Mar 31, 2024 |
| Dimensional ETF Trust | 0.00% | 65,369 | 8,149 | 14.24% | Jan 31, 2024 |
| Global X Funds | 0.00% | 5,648 | 864 | 18.06% | Jan 31, 2024 |
| RBB FUND, INC. | 0.00% | 11,800 | - | - | Feb 29, 2024 |
| PUTNAM ASSET ALLOCATION FUNDS | 0.00% | 3,462 | - | - | Mar 31, 2024 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 519 | -144 | -21.72% | Mar 31, 2024 |
| RBC FUNDS TRUST | 0.00% | 11,310 | -1,090 | -8.79% | Mar 28, 2024 |
| Invesco Exchange-Traded Self-Indexed Fund Trust | 0.00% | 18,645 | 13,901 | 293.02% | Feb 29, 2024 |
| NATIONWIDE VARIABLE INSURANCE TRUST | 0.00% | 9,318 | - | - | Mar 31, 2024 |
| STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 4,221 | - | - | Mar 31, 2024 |
| Fidelity Commonwealth Trust II | 0.00% | 428 | - | - | Aug 31, 2023 |
| MAINSTAY VP FUNDS TRUST | 0.00% | 7,700 | - | - | Mar 31, 2024 |
| JPMORGAN INSURANCE TRUST | 0.00% | 700 | - | - | Mar 31, 2023 |
| TIAA-CREF LIFE FUNDS | 0.00% | 138 | - | - | Mar 31, 2024 |
| MASTER INVESTMENT PORTFOLIO | 0.00% | 4,093 | - | - | Mar 31, 2024 |
| THRIVENT SERIES FUND INC | 0.00% | 5,005 | - | - | Mar 28, 2024 |
| Columbia Funds Variable Series Trust II | 0.00% | 1,278 | - | - | Mar 31, 2024 |
| NORTHERN FUNDS | 0.00% | 5,080 | -128 | -2.46% | Mar 28, 2024 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 743 | 66 | 9.75% | Mar 31, 2024 |
| MAINSTAY FUNDS TRUST | 0.00% | 6,700 | - | - | Jan 31, 2024 |
| THRIVENT MUTUAL FUNDS | 0.00% | 2,942 | - | - | Mar 28, 2024 |
| iSHARES TRUST | 0.00% | 508,654 | -29,221 | -5.43% | Mar 31, 2024 |
| VALIC Co I | 0.00% | 7,954 | 135 | 1.73% | Feb 29, 2024 |
| RYDEX SERIES FUNDS | 0.00% | 110 | - | - | Dec 31, 2023 |
| LAZARD FUNDS INC | 0.00% | 1,051 | - | - | Mar 31, 2024 |
| VANGUARD SCOTTSDALE FUNDS | 0.00% | 51,118 | 4,023 | 8.54% | Feb 29, 2024 |
| RUSSELL INVESTMENT CO | 0.00% | 7,492 | - | - | Jan 31, 2024 |
| EQ ADVISORS TRUST | 0.00% | 27,128 | -476 | -1.72% | Mar 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 181 | - | - | Mar 31, 2024 |
| PENN SERIES FUNDS INC | 0.00% | 400 | - | - | Mar 28, 2024 |
| RYDEX DYNAMIC FUNDS | 0.00% | 54 | - | - | Dec 31, 2023 |
| WisdomTree Trust | 0.00% | 27,277 | -410 | -1.48% | Mar 31, 2024 |
| BLACKROCK FUNDS | 0.00% | 78,203 | -2,327 | -2.89% | Feb 29, 2024 |
| PGIM ETF TRUST | 0.00% | 740 | - | - | Feb 29, 2024 |
| NATIONWIDE MUTUAL FUNDS | 0.00% | 1,463 | -20,983 | -93.48% | Jan 31, 2024 |
| GOLDMAN SACHS TRUST | 0.00% | 38,251 | - | - | Mar 31, 2024 |
| Voya INVESTORS TRUST | 0.00% | 585 | -43 | -6.85% | Mar 31, 2024 |
| JPMORGAN TRUST II | 0.00% | 10,296 | - | - | Feb 29, 2024 |
| Guggenheim Active Allocation Fund | 0.00% | 63 | - | - | Feb 29, 2024 |
| SEASONS SERIES TRUST | 0.00% | 195 | -12 | -5.80% | Mar 31, 2024 |
| ALLSPRING MASTER TRUST | 0.00% | 506 | - | - | Feb 29, 2024 |
| HC CAPITAL TRUST | 0.00% | 252 | - | - | Mar 31, 2024 |
| ProFunds | 0.00% | 90 | -9 | -9.09% | Mar 31, 2024 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 18,557 | -46 | -0.25% | Mar 31, 2024 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 389 | 389 | - | Dec 31, 2023 |
| Investment Managers Series Trust | 0.00% | 9,743 | - | - | Mar 31, 2024 |
| PROSHARES TRUST | 0.00% | 1,716 | 162 | 10.42% | Feb 29, 2024 |
| USAA MUTUAL FUNDS TRUST | 0.00% | 1,563 | 243 | 18.41% | Jan 31, 2024 |
| NORTHERN LIGHTS FUND TRUST II | 0.00% | 71 | -14 | -16.47% | Mar 31, 2024 |
| Janus Detroit Street Trust | 0.00% | 924 | - | - | Jan 31, 2024 |
| RYDEX VARIABLE TRUST | 0.00% | 7 | - | - | Dec 31, 2023 |
| TIAA-CREF FUNDS | 0.00% | 16,342 | - | - | Jan 31, 2024 |
| COLLEGE RETIREMENT EQUITIES FUND | 0.00% | 5,202 | - | - | Mar 31, 2024 |
| Brighthouse Funds Trust II | 0.00% | 3,888 | - | - | Mar 31, 2024 |
| MORGAN STANLEY PATHWAY FUNDS | 0.00% | 410 | - | - | Feb 29, 2024 |
| Brinker Capital Destinations Trust | 0.00% | 225 | - | - | Feb 29, 2024 |
| SUNAMERICA SERIES TRUST | 0.00% | 1,327 | -41 | -3.00% | Jan 31, 2024 |
| TRUST FOR PROFESSIONAL MANAGERS | 0.00% | 846 | 846 | - | Feb 29, 2024 |
| JPMorgan Trust I | 0.00% | 2,666 | - | - | Jan 31, 2024 |
| JOHN HANCOCK VARIABLE INSURANCE TRUST | 0.00% | 5,014 | -452 | -8.27% | Mar 31, 2024 |
| FIDELITY SALEM STREET TRUST | 0.00% | 8,500 | -214 | -2.46% | Mar 31, 2024 |
| COLUMBIA FUNDS SERIES TRUST I | 0.00% | 9,520 | 1,270 | 15.39% | Feb 29, 2024 |
| Meeder Funds | 0.00% | 8 | - | - | Mar 31, 2024 |
| Blackstone Alternative Investment Funds | 0.00% | 200 | -100 | -33.33% | Mar 31, 2024 |
| PACIFIC SELECT FUND | 0.00% | 5,278 | 616 | 13.21% | Mar 31, 2024 |
| SEI INSTITUTIONAL MANAGED TRUST | 0.00% | 3,417 | - | - | Dec 31, 2023 |
| Bridge Builder Trust | 0.00% | 5,207 | - | - | Mar 31, 2024 |
South Plains Financial's largest mutual fund holder by % of total assets is "Keeley Funds, Inc.", owning 122.23K shares, compromising 0.48% of its total assets.
South Plains Financial Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 84 | 6.33% |
| 31 Mar, 24 | 79 | - |
| 31 Dec, 23 | 79 | - |
| 30 Sep, 23 | 79 | 3.95% |
| 30 Jun, 23 | 76 | 1.33% |
| 31 Mar, 23 | 75 | -11.76% |
| 31 Dec, 22 | 85 | 16.44% |
| 30 Sep, 22 | 73 | 14.06% |
| 30 Jun, 22 | 64 | -7.25% |
| 31 Mar, 22 | 69 | 9.52% |
| 31 Dec, 21 | 63 | 6.78% |
| 30 Sep, 21 | 59 | 3.51% |
| 30 Jun, 21 | 57 | -8.06% |
| 31 Mar, 21 | 62 | 14.81% |
| 31 Dec, 20 | 54 | - |
| 30 Sep, 20 | 54 | 1.89% |
| 30 Jun, 20 | 53 | -5.36% |
| 31 Mar, 20 | 56 | -1.75% |
| 31 Dec, 19 | 57 | 9.62% |
| 30 Sep, 19 | 52 | 4.00% |
| 30 Jun, 19 | 50 | - |
As of 30 Jun 24, 84 institutions are holding South Plains Financial's shares, representing an increase of 6.33% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 5,481,071 | 5.04% |
| 31 Mar, 24 | 5,218,159 | 2.20% |
| 31 Dec, 23 | 5,105,845 | 3.66% |
| 30 Sep, 23 | 4,925,568 | 1.32% |
| 30 Jun, 23 | 4,861,594 | 6.91% |
| 31 Mar, 23 | 4,547,446 | -0.10% |
| 31 Dec, 22 | 4,552,071 | 4.46% |
| 30 Sep, 22 | 4,357,756 | 8.04% |
| 30 Jun, 22 | 4,033,327 | -2.60% |
| 31 Mar, 22 | 4,141,013 | 0.69% |
| 31 Dec, 21 | 4,112,557 | 2.19% |
| 30 Sep, 21 | 4,024,250 | -3.97% |
| 30 Jun, 21 | 4,190,658 | -1.17% |
| 31 Mar, 21 | 4,240,434 | 6.45% |
| 31 Dec, 20 | 3,983,445 | 0.65% |
| 30 Sep, 20 | 3,957,684 | 1.55% |
| 30 Jun, 20 | 3,897,177 | -2.31% |
| 31 Mar, 20 | 3,989,167 | -2.56% |
| 31 Dec, 19 | 4,093,860 | 8.93% |
| 30 Sep, 19 | 3,758,078 | 4.06% |
| 30 Jun, 19 | 3,611,502 | - |
South Plains Financial (SPFI) has 5.48M shares outstanding as of 30 Jun 24, up 5.04% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 33.36% | 3.48% |
| 31 Mar, 24 | 30.98% | 3.21% |
| 31 Dec, 23 | 31.05% | 3.72% |
| 30 Sep, 23 | 28.89% | 3.55% |
| 30 Jun, 23 | 28.52% | 4.01% |
| 31 Mar, 23 | 26.68% | 3.72% |
| 31 Dec, 22 | 26.76% | 4.21% |
| 30 Sep, 22 | 25.21% | 4.74% |
| 30 Jun, 22 | 23.06% | 4.22% |
| 31 Mar, 22 | 23.37% | 4.37% |
| 31 Dec, 21 | 23.13% | 4.59% |
| 30 Sep, 21 | 22.44% | 4.16% |
| 30 Jun, 21 | 23.23% | 4.22% |
| 31 Mar, 21 | 23.47% | 4.82% |
| 31 Dec, 20 | 22.06% | 4.59% |
| 30 Sep, 20 | 21.92% | 4.71% |
| 30 Jun, 20 | 21.58% | 4.41% |
| 31 Mar, 20 | 22.11% | 4.28% |
| 31 Dec, 19 | 22.73% | 5.21% |
| 30 Sep, 19 | 20.90% | 4.34% |
| 30 Jun, 19 | 21.94% | - |
As of 30 Jun 24, South Plains Financial is held by 33.36% institutional shareholders, representing a 3.48% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 49 | 63.33% |
| 31 Mar, 24 | 30 | -11.76% |
| 31 Dec, 23 | 34 | - |
| 30 Sep, 23 | 34 | -22.73% |
| 30 Jun, 23 | 44 | 15.79% |
| 31 Mar, 23 | 38 | -13.64% |
| 31 Dec, 22 | 44 | 7.32% |
| 30 Sep, 22 | 41 | 70.83% |
| 30 Jun, 22 | 24 | -11.11% |
| 31 Mar, 22 | 27 | -12.90% |
| 31 Dec, 21 | 31 | 29.17% |
| 30 Sep, 21 | 24 | 84.62% |
| 30 Jun, 21 | 13 | -61.76% |
| 31 Mar, 21 | 34 | 17.24% |
| 31 Dec, 20 | 29 | 38.10% |
| 30 Sep, 20 | 21 | -30.00% |
| 30 Jun, 20 | 30 | 15.38% |
| 31 Mar, 20 | 26 | -40.91% |
| 31 Dec, 19 | 44 | 51.72% |
| 30 Sep, 19 | 29 | -42.00% |
| 30 Jun, 19 | 50 | - |
49 institutional shareholders have increased their position in SPFI stock as of 30 Jun 24 compared to 30 in the previous quarter (a 63.33% increase).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 20 | -25.93% |
| 31 Mar, 24 | 27 | 28.57% |
| 31 Dec, 23 | 21 | -22.22% |
| 30 Sep, 23 | 27 | 50.00% |
| 30 Jun, 23 | 18 | -18.18% |
| 31 Mar, 23 | 22 | -8.33% |
| 31 Dec, 22 | 24 | 33.33% |
| 30 Sep, 22 | 18 | -28.00% |
| 30 Jun, 22 | 25 | -7.41% |
| 31 Mar, 22 | 27 | 80.00% |
| 31 Dec, 21 | 15 | -21.05% |
| 30 Sep, 21 | 19 | -40.63% |
| 30 Jun, 21 | 32 | 88.24% |
| 31 Mar, 21 | 17 | 30.77% |
| 31 Dec, 20 | 13 | -35.00% |
| 30 Sep, 20 | 20 | 42.86% |
| 30 Jun, 20 | 14 | -30.00% |
| 31 Mar, 20 | 20 | 185.71% |
| 31 Dec, 19 | 7 | -41.67% |
| 30 Sep, 19 | 12 | - |
| 30 Jun, 19 | - | - |
20 institutional shareholders have reduced their position in SPFI stock as of 30 Jun 24 compared to 27 in the previous quarter (a -25.93% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 84 | 6.33% | 5,481,071 | 5.04% | 33.36% | 3.48% | 49 | 63.33% | 20 | -25.93% |
| 31 Mar, 24 | 79 | - | 5,218,159 | 2.20% | 30.98% | 3.21% | 30 | -11.76% | 27 | 28.57% |
| 31 Dec, 23 | 79 | - | 5,105,845 | 3.66% | 31.05% | 3.72% | 34 | - | 21 | -22.22% |
| 30 Sep, 23 | 79 | 3.95% | 4,925,568 | 1.32% | 28.89% | 3.55% | 34 | -22.73% | 27 | 50.00% |
| 30 Jun, 23 | 76 | 1.33% | 4,861,594 | 6.91% | 28.52% | 4.01% | 44 | 15.79% | 18 | -18.18% |
| 31 Mar, 23 | 75 | -11.76% | 4,547,446 | -0.10% | 26.68% | 3.72% | 38 | -13.64% | 22 | -8.33% |
| 31 Dec, 22 | 85 | 16.44% | 4,552,071 | 4.46% | 26.76% | 4.21% | 44 | 7.32% | 24 | 33.33% |
| 30 Sep, 22 | 73 | 14.06% | 4,357,756 | 8.04% | 25.21% | 4.74% | 41 | 70.83% | 18 | -28.00% |
| 30 Jun, 22 | 64 | -7.25% | 4,033,327 | -2.60% | 23.06% | 4.22% | 24 | -11.11% | 25 | -7.41% |
| 31 Mar, 22 | 69 | 9.52% | 4,141,013 | 0.69% | 23.37% | 4.37% | 27 | -12.90% | 27 | 80.00% |
| 31 Dec, 21 | 63 | 6.78% | 4,112,557 | 2.19% | 23.13% | 4.59% | 31 | 29.17% | 15 | -21.05% |
| 30 Sep, 21 | 59 | 3.51% | 4,024,250 | -3.97% | 22.44% | 4.16% | 24 | 84.62% | 19 | -40.63% |
| 30 Jun, 21 | 57 | -8.06% | 4,190,658 | -1.17% | 23.23% | 4.22% | 13 | -61.76% | 32 | 88.24% |
| 31 Mar, 21 | 62 | 14.81% | 4,240,434 | 6.45% | 23.47% | 4.82% | 34 | 17.24% | 17 | 30.77% |
| 31 Dec, 20 | 54 | - | 3,983,445 | 0.65% | 22.06% | 4.59% | 29 | 38.10% | 13 | -35.00% |
| 30 Sep, 20 | 54 | 1.89% | 3,957,684 | 1.55% | 21.92% | 4.71% | 21 | -30.00% | 20 | 42.86% |
| 30 Jun, 20 | 53 | -5.36% | 3,897,177 | -2.31% | 21.58% | 4.41% | 30 | 15.38% | 14 | -30.00% |
| 31 Mar, 20 | 56 | -1.75% | 3,989,167 | -2.56% | 22.11% | 4.28% | 26 | -40.91% | 20 | 185.71% |
| 31 Dec, 19 | 57 | 9.62% | 4,093,860 | 8.93% | 22.73% | 5.21% | 44 | 51.72% | 7 | -41.67% |
| 30 Sep, 19 | 52 | 4.00% | 3,758,078 | 4.06% | 20.90% | 4.34% | 29 | -42.00% | 12 | - |
| 30 Jun, 19 | 50 | - | 3,611,502 | - | 21.94% | - | 50 | - | - | - |
South Plains Financial Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Insider Sells
All Insider Owners Trades
The last insider sell of South Plains Financial's stock was made by Griffith Curtis C on Aug 16 2024, selling 50,000 shares at $30.00 per share (valued at $1.50M). The last insider buy of SPFI was made by Valles Noe G on Aug 16 2024, buying 50,000 shares at $30.00 per share (worth $1.50M).
South Plains Financial Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | 1 | 7 | 14.29% |
| Q2 2024 | 5 | 3 | 166.67% |
| Q1 2024 | 9 | 11 | 81.82% |
| Q4 2023 | 5 | 11 | 45.45% |
| Q3 2023 | 1 | 3 | 33.33% |
| Q2 2023 | 7 | - | - |
| Q1 2023 | 11 | 5 | 220.00% |
| Q4 2022 | 7 | 19 | 36.84% |
| Q3 2022 | 1 | 2 | 50.00% |
| Q1 2022 | 15 | 2 | 750.00% |
| Q4 2021 | 6 | 15 | 40.00% |
| Q1 2021 | 10 | 2 | 500.00% |
| Q4 2020 | 4 | 8 | 50.00% |
| Q2 2020 | 5 | - | - |
| Q1 2020 | 19 | 2 | 950.00% |
| Q4 2019 | 6 | 8 | 75.00% |
| Q3 2019 | 5 | - | - |
| Q2 2019 | 15 | 143 | 10.49% |
1 total buy trades, and 7 total sell trades (buy/sell ratio of 0.14%) were made by South Plains Financial's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | 1 | 6 | 16.67% |
| Q2 2024 | 1 | 3 | 33.33% |
| Q1 2024 | 2 | 8 | 25.00% |
| Q4 2023 | - | 1 | - |
| Q3 2023 | 1 | 1 | 100.00% |
| Q2 2023 | 7 | - | - |
| Q1 2023 | - | - | - |
| Q4 2022 | 1 | 6 | 16.67% |
| Q3 2022 | 1 | 1 | 100.00% |
| Q1 2022 | - | - | - |
| Q4 2021 | - | - | - |
| Q1 2021 | - | - | - |
| Q4 2020 | - | - | - |
| Q2 2020 | 5 | - | - |
| Q1 2020 | 9 | - | - |
| Q4 2019 | - | - | - |
| Q3 2019 | - | - | - |
| Q2 2019 | 10 | 1 | 1000.00% |
As of Q3 2024, Insider owners conducted 1 open market buy trades and 6 open market sell trades of South Plains Financial's stocks.
South Plains Financial Peer Ownership
| Ticker | Company |
|---|---|
| BCAL | Southern California Bancorp |
| OFED | Oconee Federal Financial Corp. |
| SFBC | Sound Financial Bancorp, Inc. |
| MNSB | MainStreet Bancshares, Inc. |
| FNWD | Finward Bancorp |
| OVLY | Oak Valley Bancorp |
| CWBC | Community West Bancshares |
| HMNF | HMN Financial, Inc. |
| HVBC | HV Bancorp, Inc. |
| HFBL | Home Federal Bancorp, Inc. of Louisiana |
| PBHC | Pathfinder Bancorp, Inc. |
| FNWB | First Northwest Bancorp |
| MGYR | Magyar Bancorp, Inc. |
| FRAF | Franklin Financial Services Corporation |
SPFI Ownership FAQ
Who Owns South Plains Financial?
South Plains Financial is owned by institutional shareholders (33.36%), insiders (28.05%), and public (38.59%). The largest institutional shareholder of South Plains Financial is BLACKROCK INC. (7.60% of total shares) and the top mutual fund owner is Keeley Funds, Inc. (0.48% of total shares).
Who are the major institutional shareholders of South Plains Financial?
South Plains Financial's major institutional shareholders are BLACKROCK INC., VANGUARD GROUP INC, DIMENSIONAL FUND ADVISORS LP, M3F, INC., and GEODE CAPITAL MANAGEMENT, LLC. The top five shareholders own together 16.70% of the company's share outstanding.
How many South Plains Financial shareholders are there?
As of Jun 2024, there are 84 institutional shareholders of South Plains Financial.
What percentage of South Plains Financial is owned by BLACKROCK INC?
BLACKROCK INC owns 1.25M shares of South Plains Financial, representing 7.60% of the company's total shares outstanding, valued at $33.72M (as of Jun 2024).
What percentage of South Plains Financial is owned by VANGUARD GROUP INC?
As of Jun 2024, VANGUARD GROUP INC holds 582.37K shares of South Plains Financial (SPFI), compromising 3.54% of the company, valued at $15.72M.
What percentage of South Plains Financial is owned by DIMENSIONAL FUND ADVISORS LP?
DIMENSIONAL FUND ADVISORS LP is the third largest holder of South Plains Financial. The company owns 364.34K of the company's shares outstanding (worth $9.84M).