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 5.5 million shares. Combined, the top 20 mutual fund holders of BXS own 24.84% of the company with a total of 47.8 million shares.

In the latest ownership report on January 31st 2022, the top 20 fund holders increased their combined ownership of BXS by 72 thousand shares. 3 funds bought 106,058 total additional shares and increased their ownership by an average of 0.97%. However 5 funds sold 178,107 total shares and decreased their ownership by an average of 1.4%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding BancorpSouth Bank decreased by a net total of -72,049 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	2.870%	0.955%	5,526,268	52,271	2022-01-31
iShares Core S&P Mid-Cap ETF	2.821%	-0.371%	5,431,050	-20,213	2022-01-31
Vanguard Small Cap Index	2.517%	-0.283%	4,846,096	-13,754	2022-01-31
iShares Russell 2000 ETF	2.021%	0.000%	3,892,143	0	2022-01-31
Vanguard Small Cap Value Index Inv	1.621%	1.506%	3,121,068	46,311	2022-01-31
SPDR® S&P Regional Banking ETF	1.618%	-1.970%	3,115,907	-62,621	2022-01-31
Vanguard Extended Market Index Investor	1.323%	-0.595%	2,547,315	-15,248	2022-01-31
SPDR® S&P MIDCAP 400 ETF Trust	0.873%	-3.791%	1,681,703	-66,271	2022-01-31
SPDR® S&P Bank ETF	0.855%	0.456%	1,645,418	7,476	2022-01-31
iShares Russell 2000 Value ETF	0.828%	0.000%	1,593,707	0	2022-01-31
iShares S&P Mid-Cap 400 Value ETF	0.739%	0.000%	1,423,658	0	2022-01-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	2.870%	0.955%	5,526,268	52,271	2022-01-31
iShares Core S&P Mid-Cap ETF	2.821%	-0.371%	5,431,050	-20,213	2022-01-31
Vanguard Small Cap Index	2.517%	-0.283%	4,846,096	-13,754	2022-01-31
iShares Russell 2000 ETF	2.021%	0.000%	3,892,143	0	2022-01-31
Vanguard Small Cap Value Index Inv	1.621%	1.506%	3,121,068	46,311	2022-01-31
SPDR® S&P Regional Banking ETF	1.618%	-1.970%	3,115,907	-62,621	2022-01-31
Vanguard Extended Market Index Investor	1.323%	-0.595%	2,547,315	-15,248	2022-01-31
Shapiro Capital Mgt Enh Small Cap Value	1.032%	-0.620%	1,986,591	-12,401	2021-12-31
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 MIDCAP 400 ETF Trust	0.873%	-3.791%	1,681,703	-66,271	2022-01-31
SPDR® S&P Bank ETF	0.855%	0.456%	1,645,418	7,476	2022-01-31
iShares Russell 2000 Value ETF	0.828%	0.000%	1,593,707	0	2022-01-31
Janus Henderson Small Cap Value L	0.799%	135.208%	1,537,817	884,004	2021-12-31
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
DFA US Targeted Value I	0.559%	-2.485%	1,076,022	-27,416	2021-12-31
DFA US Small Cap Value I	0.538%	-33.419%	1,035,252	-519,614	2021-12-31