New Positions
18 managers initiated
Top five by reported value
- Voleon Capital Management LP$439.6K
- CANADA PENSION PLAN INVESTMENT BOARD$384.1K
- JONES FINANCIAL COMPANIES LLLP$341.4K
- LPL Financial LLC$279.9K
- AlphaQuest LLC$237.8K
South Plains Financial Inc NASDAQ NMS - GLOBAL MARKET:SPFI
Institutional holders, quarter-over-quarter share deltas, and new and closed positions disclosed in Form 13F. Period 2025-12-31 · prior 2025-09-30.
18 new38 added68 reduced10 exited
Total Institutional Holders
124
as of 2025-12-31
Top Holder
BlackRock, Inc.
$47.2M
Largest QoQ Increase
JPMORGAN CHASE & CO
+57,008 sh
Largest QoQ Decrease
CITIGROUP INC
-36,467 sh
New Positions(18)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Voleon Capital Management LP | 11,330 | +11,330 | $439.6K | +$439.6K | — |
| CANADA PENSION PLAN INVESTMENT BOARD | 9,900 | +9,900 | $384.1K | +$384.1K | — |
| JONES FINANCIAL COMPANIES LLLP | 8,800 | +8,800 | $341.4K | +$341.4K | — |
| LPL Financial LLC | 7,213 | +7,213 | $279.9K | +$279.9K | — |
| AlphaQuest LLC | 6,130 | +6,130 | $237.8K | +$237.8K | — |
| Point72 Asset Management, L.P. | 5,927 | +5,927 | $230.0K | +$230.0K | — |
| Squarepoint Ops LLC | 5,444 | +5,444 | $211.2K | +$211.2K | — |
| IFP Advisors, Inc | 151 | +151 | $5.9K | +$5.9K | — |
| Allworth Financial LP | 146 | +146 | $5.7K | +$5.7K | — |
| Farther Finance Advisors, LLC | 29 | +29 | $1.1K | +$1.1K | — |
| Thrivent Financial for Lutherans | 21,215 | +21,215 | $823 | +$823 | — |
| ROTHSCHILD INVESTMENT LLC | 8 | +8 | $310 | +$310 | — |
| MAI Capital Management | 7 | +7 | $272 | +$272 | — |
| True Wealth Design, LLC | 7 | +7 | $272 | +$272 | — |
| Rockefeller Capital Management L.P. | 6 | +6 | $233 | +$233 | — |
| HRT FINANCIAL LP | 5,386 | +5,386 | $208 | +$208 | — |
| SJS Investment Consulting Inc. | 5 | +5 | $194 | +$194 | — |
| Clearstead Advisors, LLC | 2 | +2 | $78 | +$78 | — |
Added To(38)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | 437,995 | +57,008 | $17.0M | +$2.3M | 15.0% |
| AMERICAN CENTURY COMPANIES INC | 377,988 | +30,347 | $14.7M | +$1.2M | 8.7% |
| PANAGORA ASSET MANAGEMENT INC | 72,134 | +29,509 | $2.8M | +$1.2M | 69.2% |
| DEPRINCE RACE & ZOLLO INC | 106,782 | +26,767 | $4.1M | +$1.1M | 33.5% |
| GOLDMAN SACHS GROUP INC | 71,323 | +26,042 | $2.8M | +$1.0M | 57.5% |
| MORGAN STANLEY | 62,057 | +24,508 | $2.4M | +$956.5K | 65.3% |
| AQR CAPITAL MANAGEMENT LLC | 52,872 | +23,882 | $2.1M | +$931.0K | 82.4% |
| VANGUARD GROUP INC | 726,222 | +19,894 | $28.2M | +$877.8K | 2.8% |
| Russell Investments Group, Ltd. | 94,946 | +14,878 | $3.7M | +$589.4K | 18.6% |
| TWO SIGMA INVESTMENTS, LP | 90,124 | +13,332 | $3.5M | +$528.8K | 17.4% |
| SALZHAUER MICHAEL | 22,546 | +3,838 | $874.8K | +$498.2K | 20.5% |
| UBS Group AG | 20,728 | +9,377 | $804.2K | +$365.5K | 82.6% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 181,463 | +8,749 | $7.0M | +$365.4K | 5.1% |
| Empowered Funds, LLC | 91,763 | +8,749 | $3.6M | +$351.9K | 10.5% |
| BlackRock, Inc. | 1,216,582 | +2,937 | $47.2M | +$296.0K | 0.2% |
| CITADEL ADVISORS LLC | 13,442 | +7,186 | $521.5K | +$279.8K | 114.9% |
| BANK OF AMERICA CORP /DE/ | 16,949 | +4,775 | $657.6K | +$187.1K | 39.2% |
| BNP PARIBAS ARBITRAGE, SNC | 11,405 | +4,708 | $442.5K | +$183.7K | 70.3% |
| WELLS FARGO & COMPANY/MN | 15,526 | +4,560 | $602.4K | +$178.6K | 41.6% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 14,385 | +4,610 | $519.9K | +$142.1K | 47.2% |
| GEODE CAPITAL MANAGEMENT, LLC | 293,340 | +2,029 | $11.4M | +$122.3K | 0.7% |
| D. E. Shaw & Co., Inc. | 15,784 | +2,080 | $612.4K | +$82.8K | 15.2% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 12,868 | +1,426 | $499.3K | +$57.0K | 12.5% |
| LAZARD ASSET MANAGEMENT LLC | 23,442 | +868 | $909.5K | +$37.1K | 3.8% |
| Swiss National Bank | 25,633 | +800 | $994.6K | +$34.8K | 3.2% |
| Mariner, LLC | 11,141 | +804 | $432.4K | +$32.9K | 7.8% |
| Creative Planning | 22,432 | +303 | $870.4K | +$15.1K | 1.4% |
| UBS ASSET MANAGEMENT AMERICAS INC | 17,734 | +226 | $688.1K | +$11.4K | 1.3% |
| Connor, Clark & Lunn Investment Management Ltd. | 16,921 | +199 | $656.5K | +$10.2K | 1.2% |
| OCCUDO QUANTITATIVE STRATEGIES LP | 5,842 | +234 | $226.7K | +$9.9K | 4.2% |
| SEI INVESTMENTS CO | 23,935 | +3 | $928.7K | +$3.7K | 0.0% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 5,994 | +56 | $232.6K | +$3.1K | 0.9% |
| Polymer Capital Management (US) LLC | 7,366 | +10 | $285.8K | +$1.5K | 0.1% |
| ACADIAN ASSET MANAGEMENT LLC | 389,424 | +16,583 | $15.1K | +$699 | 4.4% |
| SG Americas Securities, LLC | 5,027 | +1,202 | $195 | +$47 | 31.4% |
| State of Alaska, Department of Revenue | 1,571 | +913 | $60 | +$35 | 138.8% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 7,667 | +844 | $298 | +$34 | 12.4% |
| CWM, LLC | 2,753 | +634 | $107 | +$25 | 29.9% |
Reduced(68)
Sold Out(10)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| PROSPECTOR PARTNERS LLC | 0 | -33,340 | $0 | -$1.3M | — |
| HSBC HOLDINGS PLC | 0 | -17,206 | $0 | -$659.0K | — |
| JANE STREET GROUP, LLC | 0 | -8,474 | $0 | -$327.5K | — |
| Cubist Systematic Strategies, LLC | 0 | -7,490 | $0 | -$289.5K | — |
| SRS Capital Advisors, Inc. | 0 | -656 | $0 | -$25.4K | — |
| Wealthspire Advisors, LLC | 0 | -222 | $0 | -$8.6K | — |
| Hillsdale Investment Management Inc. | 0 | -200 | $0 | -$7.7K | — |
| Smartleaf Asset Management LLC | 0 | -113 | $0 | -$4.3K | — |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | -58 | $0 | -$2.3K | — |
| GSA CAPITAL PARTNERS LLP | 0 | -7,347 | $0 | -$284 | — |
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.
New & Closed Positions this quarter
Closed Positions
10 managers exited
Top five by prior-quarter value
- PROSPECTOR PARTNERS LLC$1.3M
- HSBC HOLDINGS PLC$659.0K
- JANE STREET GROUP, LLC$327.5K
- Cubist Systematic Strategies, LLC$289.5K
- SRS Capital Advisors, Inc.$25.4K
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 SPFI 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.