South Plains Financial Ownership | Who Owns South Plains Financial?

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South Plains Financial Ownership Summary

South Plains Financial is owned by 44.92% institutional investors, 18.31% insiders, and 36.78% retail investors. Blackrock is the largest institutional shareholder, holding 7.60% of SPFI shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.41% of its assets in South Plains Financial shares.

SPFI Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	South Plains Financial	44.92%	18.31%	36.78%
Sector	Financial Services Stocks	746.79%	13.83%	-660.62%
Industry	Regional Banks Stocks	38.28%	12.80%	48.93%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	1.25M	7.60%	$33.72M
Blackrock funding, inc. /de	1.15M	7.09%	$48.27M
Vanguard group	726.22K	4.47%	$28.18M
Acadian asset management	491.44K	3.02%	$20.58M
Dimensional fund advisors lp	435.35K	2.68%	$18.24M
American century companies	409.85K	2.52%	$17.17M
State street	389.53K	2.40%	$16.32M
Jpmorgan chase	377.10K	2.32%	$15.71M
Geode capital management	292.95K	1.80%	$12.28M
Two sigma investments, lp	173.38K	1.07%	$7.26M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
John w. rosenthal capital management	81.37K	3.34%	$3.41M
Keeley-teton advisors	157.99K	0.64%	$5.49M
Polaris capital management	126.00K	0.51%	$5.43M
Summerhaven investment management	20.15K	0.47%	$868.08K
Legacy wealth management, llc / ms	38.50K	0.43%	$1.66M
Salzhauer michael	26.43K	0.39%	$1.14M
Basswood capital management	76.09K	0.15%	$3.19M
Globeflex capital l p	23.59K	0.15%	$988.34K
Bridgeway capital management	165.44K	0.14%	$6.93M
Venturi wealth management	59.37K	0.10%	$2.56M

Top Buyers

Holder	Shares	% Assets	Change
Boston partners	105.72K	0.00%	105.72K
Acadian asset management	491.44K	0.03%	102.02K
State street	389.53K	0.00%	99.72K
Two sigma investments, lp	173.38K	0.01%	83.26K
Vanguard fiduciary trust	81.83K	0.00%	81.83K

Top Sellers

Holder	Shares	% Assets	Change
Hotchkis & wiley capital management	-	-	-95.38K
Blackrock funding, inc. /de	1.15M	0.00%	-64.45K
Jpmorgan chase	377.10K	0.00%	-60.90K
M3f	-	-	-39.54K
Elizabeth park capital advisors	-	-	-39.49K

New Positions

Holder	Shares	% Assets	Change	Value
Boston partners	105.72K	0.00%	105.72K	$4.43M
Vanguard fiduciary trust	81.83K	0.00%	81.83K	$3.43M
Basswood capital management	76.09K	0.15%	76.09K	$3.19M
Wedge capital management l l p/nc	55.94K	0.04%	55.94K	$2.41M
Legacy wealth management, llc / ms	38.50K	0.43%	38.50K	$1.66M

Sold Out

Holder	Change
Nelson, van denburg & campbell wealth management group	-2.00
Clearstead advisors	-2.00
First horizon advisors	-28.00
Covestor	-29.00
Lindbrook capital	-39.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Mar 31, 2026	140	12.00%	7,298,299	6.26%	44	2.51%	74	27.59%	35	2.94%
Dec 31, 2025	82	-30.51%	5,386,312	-18.77%	33	1.99%	37	-40.32%	19	-32.14%
Sep 30, 2025	113	5.61%	6,580,470	4.52%	40	2.69%	59	5.36%	27	-18.18%
Jun 30, 2025	114	2.70%	6,439,377	1.22%	39	2.64%	59	55.26%	36	-21.74%
Mar 31, 2025	3	-97.32%	98,615	-98.44%	-	0.04%	1	-98.18%	2	-94.12%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	461.41K	2.41%	50.80K
Vanguard US Total Market Shares ETF	365.64K	2.25%	1.40K
iShares Russell 2000 ETF	415.77K	2.17%	2.48K
Avantis US Small Cap Value ETF	385.52K	2.01%	-
Vanguard Institutional Extnd Mkt Idx Tr	166.65K	0.87%	26.32K
State Street® SPDR® S&PRgnllBkgETF	166.22K	0.87%	3.41K
Keeley Small Cap Dividend Value I	134.30K	0.83%	-4.41K
iShares Russell 2000 Value ETF	156.19K	0.82%	-1.08K
Keeley Gabelli Small Cap Dividend I	115.77K	0.71%	-14.88K
Fidelity Small Cap Index	120.63K	0.63%	1.08K

Recent Insider Transactions

Date	Name	Role	Activity	Value
May 20, 2026	Valles Noe G	-	Buy	-
May 18, 2026	Stein James D.	-	Sell	$540.30K
May 19, 2026	Stein James D.	-	Sell	$62.51K
May 11, 2026	Stein James D.	-	Sell	$197.74K
May 08, 2026	Stein James D.	-	Sell	$403.80K

Insider Transactions Trends

Date	Buy	Sell
2026 Q2	1	4
2026 Q1	-	-
2025 Q4	-	-
2025 Q3	-	2
2025 Q2	-	-

SPFI Ownership FAQ

Who Owns South Plains Financial?

South Plains Financial shareholders are primarily institutional investors at 44.92%, followed by 18.31% insiders and 36.77% retail investors. The average institutional ownership in South Plains Financial's industry, Regional Banks Stocks, is 38.28%, which South Plains Financial exceeds.

Who owns the most shares of South Plains Financial?

South Plains Financial’s largest shareholders are Blackrock (1.25M shares, 7.60%), Blackrock funding, inc. /de (1.15M shares, 7.09%), and Vanguard group (726.22K shares, 4.47%). Together, they hold 19.16% 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 3.34% of its assets in 81.37K South Plains Financial shares, valued at 3.41M$.

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

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of South Plains Financial shares, with 2.41% of its total shares outstanding invested in 461.41K South Plains Financial shares.

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