New Positions
85 managers initiated
Top five by reported value
Prosperity Bancshares, Inc NEW YORK STOCK EXCHANGE, INC.:PB
Institutional holders, quarter-over-quarter share deltas, and new and closed positions disclosed in Form 13F. Period 2025-12-31 · prior 2025-09-30.
85 new136 added195 reduced64 exited
Total Institutional Holders
415
as of 2025-12-31
Top Holder
VANGUARD GROUP INC
$708.9M
Largest QoQ Increase
BARROW HANLEY MEWHINNEY & STRAUSS LLC
+1,181,295 sh
Largest QoQ Decrease
Qube Research & Technologies Ltd
-578,745 sh
New Positions(85)
Added To(136)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| AQR CAPITAL MANAGEMENT LLC | 4,600,715 | +1,179,307 | $318.0M | +$91.4M | 34.5% |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 1,311,051 | +1,181,295 | $90.6M | +$82.0M | 910.4% |
| VANGUARD GROUP INC | 10,256,927 | +140,035 | $708.9M | +$37.6M | 1.4% |
| FIRST TRUST ADVISORS LP | 900,247 | +489,798 | $62.2M | +$35.0M | 119.3% |
| Algebris (UK) Ltd | 892,489 | +360,758 | $61.7M | +$26.5M | 67.8% |
| UBS Group AG | 643,964 | +288,862 | $44.5M | +$20.9M | 81.3% |
| GOLDMAN SACHS GROUP INC | 639,423 | +206,379 | $44.2M | +$15.5M | 47.6% |
| MORGAN STANLEY | 3,679,871 | +15,192 | $254.3M | +$11.2M | 0.4% |
| LOOMIS SAYLES & CO L P | 545,243 | +118,115 | $37.7M | +$9.3M | 27.6% |
| IEQ CAPITAL, LLC | 237,864 | +104,171 | $16.4M | +$7.6M | 77.9% |
| CITADEL ADVISORS LLC | 268,715 | +98,368 | $18.6M | +$7.3M | 57.7% |
| NORTHERN TRUST CORP | 948,052 | +66,417 | $65.5M | +$7.0M | 7.5% |
| Cerity Partners LLC | 153,335 | +95,450 | $10.6M | +$6.8M | 164.9% |
| Creative Planning | 130,489 | +88,868 | $9.0M | +$6.3M | 213.5% |
| GEODE CAPITAL MANAGEMENT, LLC | 1,876,428 | +7,602 | $129.7M | +$5.7M | 0.4% |
| Bank of New York Mellon Corp | 789,521 | +38,338 | $54.6M | +$4.7M | 5.1% |
| Stieven Capital Advisors, L.P. | 178,658 | +59,700 | $12.3M | +$4.5M | 50.2% |
| Boston Partners | 735,833 | +33,838 | $50.9M | +$4.3M | 4.8% |
| VICTORY CAPITAL MANAGEMENT INC | 919,768 | +22,652 | $63.6M | +$4.0M | 2.5% |
| Mariner, LLC | 115,722 | +52,834 | $8.0M | +$3.8M | 84.0% |
| Russell Investments Group, Ltd. | 262,259 | +43,350 | $18.1M | +$3.6M | 19.8% |
| Ceredex Value Advisors LLC | 230,750 | +42,304 | $15.9M | +$3.4M | 22.4% |
| WELLS FARGO & COMPANY/MN | 143,602 | +45,766 | $9.9M | +$3.4M | 46.8% |
| ALLIANCEBERNSTEIN L.P. | 225,819 | +35,020 | $15.6M | +$2.9M | 18.4% |
| Quantinno Capital Management LP | 125,380 | +33,564 | $8.7M | +$2.6M | 36.5% |
| XTX Topco Ltd | 52,964 | +32,407 | $3.7M | +$2.3M | 157.6% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 59,752 | +26,774 | $4.2M | +$2.1M | 81.2% |
| NEW YORK STATE COMMON RETIREMENT FUND | 223,403 | +20,537 | $15.4M | +$2.0M | 10.1% |
| ProShare Advisors LLC | 523,703 | +7,322 | $36.2M | +$1.9M | 1.4% |
| RAYMOND JAMES FINANCIAL INC | 143,426 | +22,232 | $9.9M | +$1.9M | 18.3% |
| PRIVATE MANAGEMENT GROUP INC | 466,615 | +4,762 | $32.2M | +$1.6M | 1.0% |
| PALISADE CAPITAL MANAGEMENT LLC/NJ | 505,575 | +1,952 | $34.9M | +$1.5M | 0.4% |
| SEI INVESTMENTS CO | 129,525 | +13,928 | $9.0M | +$1.3M | 12.0% |
| NORTH STAR ASSET MANAGEMENT INC | 229,378 | +5,435 | $15.9M | +$993.7K | 2.4% |
| COMMONWEALTH EQUITY SERVICES, LLC | 14,324 | +145 | $989.9K | +$989.0K | 1.0% |
| MERCER GLOBAL ADVISORS INC /ADV | 43,736 | +12,756 | $3.0M | +$967.1K | 41.2% |
| Merit Financial Group, LLC | 19,417 | +10,654 | $1.3M | +$760.5K | 121.6% |
| JPMORGAN CHASE & CO | 259,593 | +602 | $17.9M | +$756.4K | 0.2% |
| Swiss National Bank | 187,267 | +2,600 | $12.9M | +$689.4K | 1.4% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 59,484 | +7,865 | $4.1M | +$686.0K | 15.2% |
| DRW Securities, LLC | 12,714 | +9,642 | $878.7K | +$676.2K | 313.9% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 152,155 | +3,184 | $10.5M | +$631.2K | 2.1% |
| WEDGE CAPITAL MANAGEMENT L L P/NC | 106,284 | +4,896 | $7.3M | +$618.2K | 4.8% |
| Sequoia Financial Advisors, LLC | 20,109 | +7,857 | $1.4M | +$576.8K | 64.1% |
| CAPTRUST FINANCIAL ADVISORS | 28,068 | +6,915 | $1.9M | +$536.3K | 32.7% |
| Focus Partners Wealth | 17,632 | +7,026 | $1.2M | +$515.1K | 66.2% |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 167,104 | +630 | $11.5M | +$503.0K | 0.4% |
| KWMG, LLC | 95,927 | +3,291 | $6.6M | +$483.1K | 3.5% |
| New England Research & Management, Inc. | 18,625 | +6,225 | $1.3M | +$464.4K | 50.2% |
| DEAN INVESTMENT ASSOCIATES, LLC | 86,080 | +3,136 | $5.9M | +$445.7K | 3.8% |
| Pallas Capital Advisors LLC | 15,305 | +5,429 | $1.1M | +$402.5K | 55.0% |
| Balyasny Asset Management LLC | 18,714 | +4,752 | $1.3M | +$366.9K | 34.0% |
| NorthCrest Asset Manangement, LLC | 8,681 | +3,714 | $609.7K | +$283.8K | 74.8% |
| HGK ASSET MANAGEMENT INC | 22,696 | +3,325 | $1.6M | +$283.3K | 17.2% |
| Prospera Financial Services Inc | 7,509 | +3,492 | $519.0K | +$252.5K | 86.9% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 8,476 | +3,451 | $585.8K | +$252.4K | 68.7% |
| ROTHSCHILD INVESTMENT LLC | 6,489 | +3,498 | $448.5K | +$250.0K | 117.0% |
| Atria Investments, Inc | 7,478 | +3,421 | $516.8K | +$247.6K | 84.3% |
| Savvy Advisors, Inc. | 68,705 | +806 | $4.7M | +$243.1K | 1.2% |
| Buckingham Strategic Partners | 14,914 | +3,039 | $1.0M | +$238.1K | 25.6% |
| TD Asset Management Inc | 46,374 | +1,540 | $3.2M | +$230.2K | 3.4% |
| HB Wealth Management, LLC | 7,533 | +3,027 | $520.6K | +$221.6K | 67.2% |
| M&T Bank Corp | 19,309 | +2,292 | $1.3M | +$206.2K | 13.5% |
| NewEdge Advisors, LLC | 11,062 | +2,451 | $764.5K | +$193.1K | 28.5% |
| Dean Capital Management | 36,115 | +1,127 | $2.5M | +$174.5K | 3.2% |
| ORG Wealth Partners, LLC | 7,500 | +2,000 | $518.3K | +$153.4K | 36.4% |
| MARTIN & CO INC /TN/ | 30,362 | +927 | $2.1M | +$145.3K | 3.1% |
| AE Wealth Management LLC | 6,636 | +1,886 | $458.6K | +$143.3K | 39.7% |
| Clearstead Advisors, LLC | 3,598 | +1,984 | $248.6K | +$141.5K | 122.9% |
| LPL Financial LLC | 25,219 | +1,069 | $1.7M | +$140.5K | 4.4% |
| HighTower Advisors, LLC | 23,602 | +1,123 | $1.6M | +$139.7K | 5.0% |
| Krilogy Financial LLC | 9,228 | +1,286 | $664.1K | +$134.2K | 16.2% |
| Vanguard Personalized Indexing Management, LLC | 11,695 | +1,375 | $808.2K | +$123.5K | 13.3% |
| Cetera Investment Advisers | 15,875 | +1,141 | $1.1M | +$119.5K | 7.7% |
| QUADRANT CAPITAL GROUP LLC | 6,176 | +1,528 | $426.8K | +$118.4K | 32.9% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 22,096 | +847 | $1.5M | +$117.2K | 4.0% |
| GHP Investment Advisors, Inc. | 19,006 | +808 | $1.3M | +$106.1K | 4.4% |
| Rockefeller Capital Management L.P. | 3,376 | +1,384 | $233.5K | +$101.3K | 69.5% |
| Federation des caisses Desjardins du Quebec | 7,252 | +1,116 | $501.2K | +$94.1K | 18.2% |
| waypoint wealth counsel | 5,663 | +1,167 | $391.4K | +$93.1K | 25.9% |
| Pictet Asset Management Holding SA | 14,440 | +764 | $997.9K | +$90.5K | 5.6% |
| WESTWOOD HOLDINGS GROUP INC | 5,431 | +1,138 | $375.3K | +$90.3K | 26.5% |
| CFO4Life Group, LLC | 29,202 | +106 | $2.0M | +$87.6K | 0.4% |
| Inscription Capital, LLC | 27,693 | +127 | $1.9M | +$84.9K | 0.5% |
| Parallel Advisors, LLC | 1,858 | +1,121 | $128.4K | +$79.5K | 152.1% |
| Farther Finance Advisors, LLC | 1,273 | +1,083 | $88.0K | +$75.4K | 570.0% |
| Ethic Inc. | 8,549 | +777 | $590.8K | +$75.2K | 10.0% |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 21,252 | +76 | $1.5M | +$63.7K | 0.3% |
| PNC Financial Services Group, Inc. | 3,093 | +810 | $213.8K | +$62.3K | 35.5% |
| TECTONIC ADVISORS LLC | 10,223 | +385 | $706.5K | +$53.8K | 3.9% |
| True Wealth Design, LLC | 945 | +607 | $65.3K | +$42.9K | 179.6% |
| US BANCORP \DE\ | 5,108 | +388 | $353.0K | +$39.8K | 8.2% |
| Brinker Capital Investments, LLC | 4,585 | +409 | $316.9K | +$39.8K | 9.8% |
| EverSource Wealth Advisors, LLC | 3,561 | +391 | $246.1K | +$35.8K | 12.3% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 3,895 | +285 | $269.2K | +$29.6K | 7.9% |
| CHOREO, LLC | 3,386 | +238 | $239.4K | +$28.0K | 7.6% |
| Mutual Advisors, LLC | 3,665 | +77 | $253.3K | +$26.6K | 2.1% |
| NISA INVESTMENT ADVISORS, LLC | 7,072 | +80 | $492.9K | +$25.0K | 1.1% |
| Sepio Capital, LP | 5,701 | +133 | $394.0K | +$24.6K | 2.4% |
| CIBC Private Wealth Group, LLC | 1,592 | +293 | $110.0K | +$23.8K | 22.6% |
| Inspire Investing, LLC | 6,895 | +68 | $476.5K | +$23.5K | 1.0% |
| Quent Capital, LLC | 610 | +256 | $42.2K | +$18.7K | 72.3% |
| Global Retirement Partners, LLC | 253 | +223 | $17.5K | +$15.5K | 743.3% |
| CAPITAL ADVISORS INC/OK | 5,041 | +8 | $348.4K | +$14.4K | 0.1% |
| U.S. Capital Wealth Advisors, LLC | 3,067 | +51 | $212.0K | +$11.8K | 1.7% |
| GAMMA Investing LLC | 933 | +129 | $64.5K | +$11.1K | 16.0% |
| Beacon Pointe Advisors, LLC | 3,910 | +5 | $270.2K | +$11.1K | 0.1% |
| BFSG, LLC | 3,388 | +25 | $234.1K | +$11.0K | 0.7% |
| Parkside Financial Bank & Trust | 382 | +136 | $26.4K | +$10.1K | 55.3% |
| UMB Bank, n.a. | 1,176 | +83 | $81.3K | +$8.8K | 7.6% |
| Bell Investment Advisors, Inc | 110 | +102 | $7.6K | +$7.1K | 1275.0% |
| STRS OHIO | 2,190 | +3 | $151.4K | +$6.2K | 0.1% |
| CI Private Wealth, LLC | 26,870 | +1,628 | $1.7M | -$5.9K | 6.4% |
| SJS Investment Consulting Inc. | 95 | +84 | $6.6K | +$5.8K | 763.6% |
| Sunbelt Securities, Inc. | 1,017 | +36 | $70.3K | +$5.2K | 3.7% |
| Prestige Wealth Management Group LLC | 66 | +55 | $4.6K | +$3.9K | 500.0% |
| MAI Capital Management | 199 | +49 | $13.8K | +$3.8K | 32.7% |
| SAXON INTERESTS, INC. | 10,045 | +45 | $694.2K | +$2.9K | 0.5% |
| Sachetta, LLC | 43 | +34 | $3.0K | +$2.4K | 377.8% |
| Root Financial Partners, LLC | 283 | +17 | $19.6K | +$1.9K | 6.4% |
| ASSETMARK, INC | 59 | +26 | $4.1K | +$1.9K | 78.8% |
| JFS WEALTH ADVISORS, LLC | 43 | +25 | $3.0K | +$1.8K | 138.9% |
| CWM, LLC | 90,165 | +18,180 | $6.2K | +$1.5K | 25.3% |
| Smartleaf Asset Management LLC | 115 | +14 | $8.0K | +$1.4K | 13.9% |
| Ronald Blue Trust, Inc. | 319 | +7 | $22.0K | +$1.3K | 2.2% |
| NATIXIS ADVISORS, L.P. | 263,546 | +3,533 | $18.2K | +$963 | 1.4% |
| SG Americas Securities, LLC | 22,973 | +6,602 | $1.6K | +$502 | 40.3% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 78,494 | +3,614 | $5.4K | +$456 | 4.8% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 57,308 | +3,575 | $4.0K | +$414 | 6.7% |
| Bay Harbor Wealth Management, LLC | 12 | +5 | $834 | +$367 | 71.4% |
| Bogart Wealth, LLC | 97 | +1 | $6.7K | +$323 | 1.0% |
| Rialto Wealth Management, LLC | 11 | +4 | $761 | +$296 | 57.1% |
| HANTZ FINANCIAL SERVICES, INC. | 1,962 | +746 | $136 | +$55 | 61.3% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,137 | +300 | $79 | +$23 | 35.8% |
| BESSEMER GROUP INC | 887 | +272 | $62 | +$21 | 44.2% |
| Capital Advisors, Ltd. LLC | 52 | +23 | $4 | +$2 | 79.3% |
Reduced(195)
Sold Out(64)
Top Holders by reported value
Ranked by the dollar value reported on the latest Form 13F. Share counts reflect long positions as of 2025-12-31.
| Manager | Shares | $ Value | Δ Shares | QoQ % |
|---|---|---|---|---|
| VANGUARD GROUP INC | 10,256,927 | $708.9M | +140,035 | 1.4% |
| BlackRock, Inc. | 8,902,305 | $615.2M | -526,801 | -5.6% |
| STATE STREET CORP | 5,193,902 | $362.1M | -386,137 | -6.9% |
| DIMENSIONAL FUND ADVISORS LP | 4,724,018 | $326.5M | -60,004 | -1.3% |
| AQR CAPITAL MANAGEMENT LLC | 4,600,715 | $318.0M | +1,179,307 | 34.5% |
| MORGAN STANLEY | 3,679,871 | $254.3M | +15,192 | 0.4% |
| Neuberger Berman Group LLC | 3,146,547 | $217.5M | -172,628 | -5.2% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 2,242,597 | $155.0M | -14,612 | -0.6% |
| AMERICAN CENTURY COMPANIES INC | 2,032,015 | $140.4M | -90,016 | -4.2% |
| BROWN ADVISORY INC | 2,006,168 | $138.6M | -20,079 | -1.0% |
| GEODE CAPITAL MANAGEMENT, LLC | 1,876,428 | $129.7M | +7,602 | 0.4% |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 1,331,989 | $92.1M | -41,985 | -3.0% |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 1,311,051 | $90.6M | +1,181,295 | 910.4% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,168,663 | $80.8M | -893 | -0.1% |
| SNYDER CAPITAL MANAGEMENT L P | 1,103,411 | $76.3M | -36,027 | -3.2% |
| NORTHERN TRUST CORP | 948,052 | $65.5M | +66,417 | 7.5% |
| VICTORY CAPITAL MANAGEMENT INC | 919,768 | $63.6M | +22,652 | 2.5% |
| FIRST TRUST ADVISORS LP | 900,247 | $62.2M | +489,798 | 119.3% |
| Algebris (UK) Ltd | 892,489 | $61.7M | +360,758 | 67.8% |
| Bank of New York Mellon Corp | 789,521 | $54.6M | +38,338 | 5.1% |
New & Closed Positions this quarter
Closed Positions
64 managers exited
Top five by prior-quarter value
Methodology
Form 13F is the SEC's quarterly disclosure for institutional investment managers exercising discretion over $100 million or more in qualifying U.S. equity securities. Managers must file within 45 days of each calendar quarter end, which is why holdings shown here reflect a snapshot at the period date — not real-time positioning.
Quarter-over-quarter deltas compare each manager's most recently reported share count for PB against its prior-quarter count. New positions are entries where the prior count was zero; closed positions are entries where the current count is zero. Amendments (13F-HR/A) replace prior filings for the same period.
Source: SEC EDGAR Form 13F (XML information tables). Dollar values are as reported by the manager and may use mid-quarter pricing conventions. CUSIP-to-ticker resolution is best-effort.