Who owns South Plains Financial (SPFI)
Which tracked institutional funds hold SPFI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SPFI company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on SPFI is one-sided between 2026-Q1 and 2026-Q2: 42 added or opened and 12 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
SPFI’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes SPFI more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in SPFI divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 151 tracked filers holding SPFI, 93 increased or opened the position and 47 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in SPFI between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 10
- Callahan Advisors, LLC$4M
- Corient Private Wealth LP$3M
- WEDGE CAPITAL MANAGEMENT L L P/NC$2M
- Legacy Wealth Management, LLC / MS$2M
- VICTORY CAPITAL MANAGEMENT INC$961K
- Inscription Capital, LLC$744K
Full exits 4
- ACADIAN ASSET MANAGEMENT LLC$21M
- Trexquant Investment LP$828K
- LOS ANGELES CAPITAL MANAGEMENT LLC$603K
- ZACKS INVESTMENT MANAGEMENT$587K
Largest adds
- BlackRock, Inc.$13M
- BASSWOOD CAPITAL MANAGEMENT, L.L.C.$10M
- STATE STREET CORP$6M
- GEODE CAPITAL MANAGEMENT, LLC$5M
- VANGUARD CAPITAL MANAGEMENT LLC$4M
- AMERICAN CENTURY COMPANIES INC$3M
Largest trims
- TWO SIGMA INVESTMENTS, LP$3M
- RENAISSANCE TECHNOLOGIES LLC$2M
- GOLDMAN SACHS GROUP INC$2M
- Qube Research & Technologies Ltd$1M
- GABELLI FUNDS LLC$870K
- MILLENNIUM MANAGEMENT LLC$832K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 1,430,745 | $62M | 17.6% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 642,137 | $28M | 7.9% | 2026-Q2 |
| STATE STREET CORP added | 529,620 | $23M | 6.5% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 464,902 | $20M | 5.7% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 434,785 | $19M | 5.3% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 400,667 | $17M | 5.0% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 397,740 | $17M | 4.9% | 2026-Q2 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. added | 311,615 | $13M | 3.8% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC added | 172,097 | $7M | 2.1% | 2026-Q2 |
| NORTHERN TRUST CORP added | 143,247 | $6M | 1.8% | 2026-Q2 |
| Boston Partners added | 126,401 | $5M | 1.6% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 126,306 | $5M | 1.5% | 2026-Q2 |
| Polaris Capital Management, LLC added | 126,000 | $5M | 1.5% | 2026-Q2 |
| PANAGORA ASSET MANAGEMENT INC added | 120,253 | $5M | 1.5% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 116,864 | $5M | 1.4% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 108,347 | $5M | 1.3% | 2026-Q2 |
| DEPRINCE RACE & ZOLLO INC trimmed | 101,063 | $4M | 1.2% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 99,122 | $4M | 1.2% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 95,130 | $4M | 1.2% | 2026-Q2 |
| Empowered Funds, LLC added | 92,397 | $4M | 1.1% | 2026-Q2 |
| GABELLI FUNDS LLC trimmed | 92,395 | $4M | 1.1% | 2026-Q2 |
| Callahan Advisors, LLC new | 90,944 | $4M | 1.1% | 2026-Q2 |
| Rosenthal | Henry Capital Advisors, Inc. | 81,373 | $4M | 1.0% | 2026-Q2 |
| Corient Private Wealth LP new | 77,278 | $3M | 0.9% | 2026-Q2 |
| MORGAN STANLEY trimmed | 64,273 | $3M | 0.8% | 2026-Q2 |
| Bank of New York Mellon Corp added | 63,943 | $3M | 0.8% | 2026-Q2 |
| Quantinno Capital Management LP added | 62,028 | $3M | 0.8% | 2026-Q2 |
| MARTINGALE ASSET MANAGEMENT L P added | 61,832 | $3M | 0.8% | 2026-Q2 |
| Venturi Wealth Management, LLC trimmed | 59,374 | $3M | 0.7% | 2026-Q2 |
| WEDGE CAPITAL MANAGEMENT L L P/NC new | 55,944 | $2M | 0.7% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 55,097 | $2M | 0.7% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 54,406 | $2M | 0.7% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP added | 53,855 | $2M | 0.7% | 2026-Q2 |
| SEI INVESTMENTS CO | 45,721 | $2M | 0.6% | 2026-Q2 |
| Fisher Asset Management, LLC added | 43,254 | $2M | 0.5% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 42,786 | $2M | 0.5% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 42,419 | $2M | 0.5% | 2026-Q2 |
| Numerai GP LLC added | 38,848 | $2M | 0.5% | 2026-Q2 |
| Legacy Wealth Management, LLC / MS new | 38,500 | $2M | 0.5% | 2026-Q2 |
| Y-Intercept (Hong Kong) Ltd added | 36,328 | $2M | 0.4% | 2026-Q2 |
| BARCLAYS PLC added | 35,646 | $2M | 0.4% | 2026-Q2 |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 35,475 | $2M | 0.4% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 31,901 | $1M | 0.4% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC added | 26,619 | $1M | 0.3% | 2026-Q2 |
| SALZHAUER MICHAEL added | 26,431 | $1M | 0.3% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 26,420 | $1M | 0.3% | 2026-Q2 |
| UBS Group AG added | 26,411 | $1M | 0.3% | 2026-Q2 |
| Swiss National Bank added | 26,233 | $1M | 0.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 25,498 | $1M | 0.3% | 2026-Q2 |
| Creative Planning added | 24,956 | $1M | 0.3% | 2026-Q2 |
| Nuveen, LLC added | 23,959 | $1M | 0.3% | 2026-Q2 |
| GLOBEFLEX CAPITAL L P | 23,588 | $1M | 0.3% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 22,864 | $985K | 0.3% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC new | 22,300 | $961K | 0.3% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 21,357 | $920K | 0.3% | 2026-Q2 |
| SummerHaven Investment Management, LLC | 20,148 | $868K | 0.2% | 2026-Q2 |
| Invesco Ltd. added | 19,330 | $833K | 0.2% | 2026-Q2 |
| Icon Wealth Advisors, LLC | 19,250 | $829K | 0.2% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. added | 18,637 | $803K | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 17,786 | $766K | 0.2% | 2026-Q2 |
| Inscription Capital, LLC new | 17,258 | $744K | 0.2% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 17,257 | $744K | 0.2% | 2026-Q2 |
| STRS OHIO added | 16,800 | $724K | 0.2% | 2026-Q2 |
| CITIGROUP INC added | 16,609 | $716K | 0.2% | 2026-Q2 |
| Quantbot Technologies LP new | 16,010 | $690K | 0.2% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC new | 15,840 | $682K | 0.2% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 15,736 | $678K | 0.2% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 15,327 | $660K | 0.2% | 2026-Q2 |
| GAMCO INVESTORS, INC. ET AL trimmed | 15,251 | $657K | 0.2% | 2026-Q2 |
| Voleon Capital Management LP added | 14,362 | $619K | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 13,152 | $567K | 0.2% | 2026-Q2 |
| Tidal Investments LLC new | 13,035 | $562K | 0.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 12,898 | $556K | 0.2% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 12,816 | $552K | 0.2% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 12,364 | $533K | 0.2% | 2026-Q2 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC added | 12,360 | $533K | 0.2% | 2026-Q2 |
| Arista Wealth Management, LLC | 12,172 | $524K | 0.1% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 11,798 | $508K | 0.1% | 2026-Q2 |
| WHITTIER TRUST CO OF NEVADA INC new | 11,049 | $472K | 0.1% | 2026-Q2 |
| XTX Topco Ltd added | 10,369 | $447K | 0.1% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD | 9,900 | $427K | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP new | 9,892 | $426K | 0.1% | 2026-Q2 |
| Squarepoint Ops LLC added | 9,767 | $421K | 0.1% | 2026-Q2 |
| PRIMORIS WEALTH ADVISORS, LLC new | 9,625 | $415K | 0.1% | 2026-Q2 |
| Texas Capital Bank Wealth Management Services Inc new | 9,624 | $415K | 0.1% | 2026-Q2 |
| Rafferty Asset Management, LLC added | 9,428 | $406K | 0.1% | 2026-Q2 |
| Legal & General Group Plc added | 9,258 | $399K | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC added | 9,195 | $396K | 0.1% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 8,994 | $388K | 0.1% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP | 8,800 | $383K | 0.1% | 2026-Q2 |
| Mariner, LLC trimmed | 8,411 | $362K | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd | 7,761 | $334K | 0.1% | 2026-Q2 |
| ALLSTATE CORP new | 7,751 | $334K | 0.1% | 2026-Q2 |
| Quadrature Capital Ltd new | 7,635 | $329K | 0.1% | 2026-Q2 |
| Magnetar Financial LLC new | 7,554 | $325K | 0.1% | 2026-Q2 |
| WESTWOOD HOLDINGS GROUP INC | 7,507 | $323K | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 7,231 | $312K | 0.1% | 2026-Q2 |
| MIRABELLA FINANCIAL SERVICES LLP new | 7,216 | $311K | 0.1% | 2026-Q2 |
| LPL Financial LLC trimmed | 6,989 | $301K | 0.1% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 6,775 | $292K | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.