BancorpSouth Bank (BXS) Ownership

28.76 ↑0.00 (0.00%)

As of October 28, 2021, 4:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of BancorpSouth Bank (BXS), owning a total of 10 million shares. Combined, the top 20 institutional holders of BXS own 26.16% of the company with a total of 50.4 million shares.

In the latest ownership report on September 30th 2021, the top 20 institutional holders increased their combined ownership of BXS by 9.9 million shares. 17 institutions bought 9,937,574 total additional shares and increased their ownership by an average of 10.70%. However 3 institutions sold 72,039 total shares and decreased their ownership by an average of 2.94%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of BancorpSouth Bank increased by a net total of 9,865,535 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	5.191%	2.832%	9,995,260	275,222	2021-09-30
Shapiro Capital Management Co Inc	3.443%	0.000%	6,630,209	6,630,209	2021-09-30
State Street Corporation	3.087%	0.318%	5,943,941	18,861	2021-09-30
Silvercrest Asset Management Group LLC	2.770%	7.913%	5,332,867	391,033	2021-09-30
Wellington Management Company LLP	2.263%	33.359%	4,357,063	1,089,905	2021-09-30
Goldman Sachs Group Inc	1.146%	1.382%	2,206,361	30,074	2021-09-30
Northern Trust Corp	1.118%	0.909%	2,152,450	19,389	2021-09-30
Fuller & Thaler Asset Management Inc	1.003%	0.150%	1,931,046	2,883	2021-09-30
Cramer Rosenthal McGlynn LLC	0.966%	5.242%	1,860,387	92,670	2021-09-30
Vaughan Nelson Scarbrgh & Mccullough LP	0.965%	5.199%	1,858,580	91,845	2021-09-30
Geode Capital Management, LLC	0.882%	2.345%	1,698,886	38,919	2021-09-30
Charles Schwab Investment Management Inc	0.506%	2.178%	974,398	20,772	2021-09-30
Millennium Management LLC	0.460%	25.101%	885,431	177,659	2021-09-30
Fisher Asset Management, LLC	0.419%	-3.127%	805,970	-26,013	2021-09-30
WEDGE Capital Management, LLP	0.409%	-5.082%	787,147	-42,141	2021-09-30
HHG PLC	0.358%	0.000%	689,739	689,739	2021-09-30
Bank of America Corp	0.328%	71.091%	631,085	262,226	2021-09-30
Cadence Bank	0.326%	-0.615%	628,146	-3,885	2021-09-30
Principal Financial Group Inc	0.261%	8.714%	502,203	40,253	2021-09-30
Loomis, Sayles & Company LP	0.259%	15.223%	498,905	65,915	2021-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	5.191%	2.832%	9,995,260	275,222	2021-09-30
Shapiro Capital Management Co Inc	3.443%	0.000%	6,630,209	6,630,209	2021-09-30
State Street Corporation	3.087%	0.318%	5,943,941	18,861	2021-09-30
Silvercrest Asset Management Group LLC	2.770%	7.913%	5,332,867	391,033	2021-09-30
Wellington Management Company LLP	2.263%	33.359%	4,357,063	1,089,905	2021-09-30
Goldman Sachs Group Inc	1.146%	1.382%	2,206,361	30,074	2021-09-30
Northern Trust Corp	1.118%	0.909%	2,152,450	19,389	2021-09-30
Fuller & Thaler Asset Management Inc	1.003%	0.150%	1,931,046	2,883	2021-09-30
Cramer Rosenthal McGlynn LLC	0.966%	5.242%	1,860,387	92,670	2021-09-30
Vaughan Nelson Scarbrgh & Mccullough LP	0.965%	5.199%	1,858,580	91,845	2021-09-30
Geode Capital Management, LLC	0.882%	2.345%	1,698,886	38,919	2021-09-30
Charles Schwab Investment Management Inc	0.506%	2.178%	974,398	20,772	2021-09-30
Millennium Management LLC	0.460%	25.101%	885,431	177,659	2021-09-30
Fisher Asset Management, LLC	0.419%	-3.127%	805,970	-26,013	2021-09-30
WEDGE Capital Management, LLP	0.409%	-5.082%	787,147	-42,141	2021-09-30
HHG PLC	0.358%	0.000%	689,739	689,739	2021-09-30
Bank of America Corp	0.328%	71.091%	631,085	262,226	2021-09-30
Cadence Bank	0.326%	-0.615%	628,146	-3,885	2021-09-30
Principal Financial Group Inc	0.261%	8.714%	502,203	40,253	2021-09-30
Loomis, Sayles & Company LP	0.259%	15.223%	498,905	65,915	2021-09-30

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of BancorpSouth Bank (BXS), owning a total of 5.8 million shares. Combined, the top 30 mutual fund holders of BXS own 39.85% of the company with a total of 73.7 million shares.

In the latest ownership report on May 31st 2024, the top 30 fund holders increased their combined ownership of BXS by 105 thousand shares. 5 funds bought 106,034 total additional shares and increased their ownership by an average of 1.01%. However 1 funds sold 1,347 total shares and decreased their ownership by an average of 0.04%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding BancorpSouth Bank increased by a net total of 104,687 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	3.167%	0.143%	5,787,230	8,262	2024-05-31
iShares Core S&P Mid-Cap ETF	3.131%	0.000%	5,720,988	0	2024-05-31
Vanguard Small Cap Index	2.554%	0.237%	4,667,216	11,040	2024-05-31
Vanguard Small Cap Value Index Inv	1.709%	-0.043%	3,122,912	-1,347	2024-05-31
Vanguard Institutional Extnd Mkt Idx Tr	1.508%	0.834%	2,755,807	22,787	2024-05-31
SPDR® S&P Regional Banking ETF	0.985%	2.692%	1,800,348	47,190	2024-05-31
SPDR® S&P MIDCAP 400 ETF Trust	0.823%	1.127%	1,503,965	16,755	2024-05-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	3.167%	0.143%	5,787,230	8,262	2024-05-31
iShares Core S&P Mid-Cap ETF	3.131%	0.000%	5,720,988	0	2024-05-31
FullerThaler Behavioral Small-Cap Equity	2.921%	0.000%	5,337,353	0	2024-03-31
Vanguard Small Cap Index	2.554%	0.237%	4,667,216	11,040	2024-05-31
Fidelity Low-Priced Stock	2.258%	-0.304%	4,125,177	-12,586	2024-03-31
iShares Russell 2000 ETF	2.067%	0.000%	3,776,669	0	2024-05-30
Vanguard Small Cap Value Index Inv	1.709%	-0.043%	3,122,912	-1,347	2024-05-31
FullerThaler Behavioral Sm-Cp Eq R6	1.637%	-43.962%	2,990,953	-2,346,400	2024-03-31
Vanguard Institutional Extnd Mkt Idx Tr	1.508%	0.834%	2,755,807	22,787	2024-05-31
Fidelity Small Cap Value Fund	1.401%	-6.227%	2,560,000	-170,000	2024-03-31
Vanguard Extended Market Index Investor	1.323%	-0.595%	2,547,315	-15,248	2022-01-31
DFA US Small Cap Value I	1.218%	0.000%	2,225,918	0	2024-04-30
Shapiro Capital Mgt Enh Small Cap Value	1.032%	-0.620%	1,986,591	-12,401	2021-12-31
Fidelity Small Cap Index	0.996%	-2.304%	1,820,319	-42,921	2024-03-31
Fuller & Thaler Behavioral Small-Cap Eq	0.939%	0.000%	1,807,846	0	2021-12-31
Fuller & Thaler Behavioral Sm-Cp Eq R6	0.939%	0.000%	1,807,846	0	2021-12-31
SPDR® S&P Regional Banking ETF	0.985%	2.692%	1,800,348	47,190	2024-05-31
SPDR® S&P Bank ETF	0.855%	0.456%	1,645,418	7,476	2022-01-31
First Trust SMID Cp Rising Div Achv ETF	0.875%	0.349%	1,598,708	5,562	2024-05-30
iShares Russell 2000 Value ETF	0.872%	0.000%	1,592,456	0	2024-05-30
Janus Henderson Small Cap Value L	0.799%	135.208%	1,537,817	884,004	2021-12-31
SPDR® S&P MIDCAP 400 ETF Trust	0.823%	1.127%	1,503,965	16,755	2024-05-31
Delaware Small Cap Value A	0.801%	-11.949%	1,464,250	-198,700	2024-04-30
DFA US Targeted Value I	0.785%	0.000%	1,433,853	0	2024-04-30
T. Rowe Price US Small-Cap Core Equity	0.783%	4.287%	1,430,300	58,800	2024-03-31
T. Rowe Price Small-Cap Stock	0.783%	4.287%	1,430,300	58,800	2024-03-31
iShares S&P Mid-Cap 400 Value ETF	0.739%	0.000%	1,423,658	0	2022-01-31
Fidelity® Small Cap Index	0.703%	-1.785%	1,354,142	-24,615	2021-11-30
DFA US Small Cap I	0.662%	0.000%	1,274,510	0	2021-12-31
Shapiro Capital Mgt Sm-Cap Val	0.586%	-33.512%	1,127,630	-568,352	2021-12-31