Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in SPFI held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 1.2M | $48.3M | -5.3% | 7.050% | 0.00% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 559K | $23.4M | β | 3.418% | 0.00% |
| 3 | DIMENSIONAL FUND ADVISORS LP | 435K | $18.2M | -3.6% | 2.664% | 0.00% |
| 4 | AMERICAN CENTURY COMPANIES INC | 410K | $17.2M | +8.4% | 2.508% | 0.01% |
| 5 | STATE STREET CORP | 390K | $16.3M | +34.4% | 2.384% | 0.00% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 293K | $12.3M | -0.1% | 1.793% | 0.00% |
| 7 | TWO SIGMA INVESTMENTS, LP | 173K | $7.3M | +92.4% | 1.061% | 0.01% |
| 8 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 165K | $6.9M | -8.8% | 1.012% | 0.14% |
| 9 | GABELLI FUNDS LLC | 116K | $4.9M | -11.4% | 0.708% | 0.03% |
| 10 | NORTHERN TRUST CORP | 114K | $4.8M | +1.7% | 0.698% | 0.00% |
| 11 | Polaris Capital Management, LLC | 113K | $4.8M | -6.3% | 0.694% | 0.39% |
| 12 | GOLDMAN SACHS GROUP INC | 109K | $4.6M | +52.3% | 0.665% | 0.00% |
| 13 | Boston Partners | 106K | $4.4M | β | 0.647% | 0.00% |
| 14 | DEPRINCE RACE & ZOLLO INC | 104K | $4.3M | -3.0% | 0.634% | 0.08% |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 99K | $4.2M | -4.8% | 0.606% | 0.00% |
| 16 | Russell Investments Group, Ltd. | 99K | $4.1M | +3.9% | 0.604% | 0.00% |
| 17 | VANGUARD PORTFOLIO MANAGEMENT LLC | 93K | $3.9M | β | 0.569% | 0.00% |
| 18 | Empowered Funds, LLC | 86K | $3.6M | -6.6% | 0.525% | 0.02% |
| 19 | VANGUARD FIDUCIARY TRUST CO | 82K | $3.4M | β | 0.501% | 0.00% |
| 20 | John W. Rosenthal Capital Management, Inc. | 81K | $3.4M | 0.0% | 0.498% | 3.34% |
| 21 | PANAGORA ASSET MANAGEMENT INC | 77K | $3.2M | +7.1% | 0.473% | 0.01% |
| 22 | RENAISSANCE TECHNOLOGIES LLC | 76K | $3.2M | +0.9% | 0.468% | 0.01% |
| 23 | BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 76K | $3.2M | β | 0.466% | 0.15% |
| 24 | MORGAN STANLEY | 65K | $2.7M | +4.8% | 0.398% | 0.00% |
| 25 | Venturi Wealth Management, LLC | 64K | $2.7M | -3.2% | 0.389% | 0.12% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in SPFI β a direct measure of their conviction.
Filings activity in SPFI during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new SPFI position in Q1 2026
Institutions that fully closed their SPFI position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 139 | +12% | 38.77% | +2.83 pp | $268M | +7.9% |
| Q4 2025 | 124 | +6.9% | 35.94% | +1.18 pp | $249M | +3.4% |
| Q3 2025 | 116 | +0.9% | 34.76% | +3.27 pp | $241M | +10% |
| Q2 2025 | 115 | +3.6% | 31.49% | +2.96 pp | $218M | +10% |
| Q1 2025 | 111 | +0.9% | 28.53% | 0.88 pp | $198M | 3.0% |
| Q4 2024 | 110 | +6.8% | 29.41% | +1.91 pp | $204M | +6.9% |
| Q3 2024 | 103 | +20% | 27.50% | +8.68 pp | $190M | +46% |
| Q2 2024 | 86 | β | 18.82% | β | $130M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying SPFI stock.
Based on Q1 2026 13F filings, institutional ownership of South Plains Financial, Inc. stands at 38.8%, held across 139 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of SPFI, with approximately 1,152,128 shares worth $0.05B as of Q1 2026.
Yes β 2 widely-followed marquee investors appear among the top 25 institutional holders of SPFI, including TWO SIGMA INVESTMENTS, LP, RENAISSANCE TECHNOLOGIES LLC.
Our composite Smart Money Score for SPFI is 70 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
29 institutions opened new positions in SPFI during Q1 2026, while 14 fully exited. 95 added to existing positions and 14 trimmed.
SPFI institutional ownership rose by 2.83 percentage points quarter-over-quarter, with a net change of +15 holders.
The top 10 institutions account for 59.4% of all reported 13F value in SPFI, and the top 25 account for 80.2%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
South Plains Financial, Inc. (SPFI) Institutional Ownership