Prosperity Bancshares Inc (PB) Ownership

65.08 ↑2.38 (3.80%)

As of April 24, 2024, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Prosperity Bancshares Inc (PB), owning a total of 9.7 million shares. Combined, the top 29 institutional holders of PB own 72.07% of the company with a total of 67.2 million shares.

In the latest ownership report on December 31st 2023, the top 29 institutional holders increased their combined ownership of PB by 2.5 million shares. 12 institutions bought 2,857,785 total additional shares and increased their ownership by an average of 14.28%. However 7 institutions sold 366,001 total shares and decreased their ownership by an average of 3.53%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Prosperity Bancshares increased by a net total of 2,491,784 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	10.364%	0.559%	9,693,076	53,844	2023-12-31
BlackRock Inc	8.876%	-0.560%	8,302,024	-46,713	2023-12-31
Victory Capital Management Inc.	6.339%	2.361%	5,928,697	136,764	2023-12-31
State Street Corporation	6.253%	5.661%	5,848,700	313,368	2023-12-31
Dimensional Fund Advisors, Inc.	3.680%	5.760%	3,441,996	187,472	2023-12-31
Brown Advisory Holdings Inc	2.707%	0.332%	2,531,970	8,373	2023-12-31
Morgan Stanley - Brokerage Accounts	2.583%	-1.164%	2,415,577	-28,437	2023-12-31
Massachusetts Financial Services Company	2.483%	-0.569%	2,322,198	-13,281	2023-12-31
Wellington Management Company LLP	2.349%	-0.758%	2,196,706	-16,766	2023-12-31
Neuberger Berman Group LLC	1.893%	-0.742%	1,770,385	-13,237	2023-12-31
Goldman Sachs Group Inc	1.892%	122.542%	1,769,468	974,351	2023-12-31
Geode Capital Management, LLC	1.624%	2.582%	1,519,258	38,241	2023-12-31
Snyder Capital Management LP	1.279%	13.063%	1,196,069	138,191	2023-12-31
Charles Schwab Investment Management Inc	1.171%	4.281%	1,095,628	44,978	2023-12-31
American Century Companies Inc	1.110%	-3.800%	1,037,868	-40,994	2023-12-31
Millennium Management LLC	1.069%	-17.126%	999,656	-206,573	2023-12-31
Bank of New York Mellon Corp	1.028%	4.049%	961,285	37,408	2023-12-31
NORGES BANK	1.022%	10.152%	955,990	88,106	2023-12-31
T. Rowe Price Investment Management,Inc.	0.893%	0.000%	836,689	836,689	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	10.364%	0.559%	9,693,076	53,844	2023-12-31
BlackRock Inc	8.876%	-0.560%	8,302,024	-46,713	2023-12-31
Victory Capital Management Inc.	6.339%	2.361%	5,928,697	136,764	2023-12-31
State Street Corporation	6.253%	5.661%	5,848,700	313,368	2023-12-31
Dimensional Fund Advisors, Inc.	3.680%	5.760%	3,441,996	187,472	2023-12-31
Champlain Investment Partners, LLC	3.134%	-1.546%	2,842,096	-44,614	2022-12-31
Brown Advisory Holdings Inc	2.707%	0.332%	2,531,970	8,373	2023-12-31
Morgan Stanley - Brokerage Accounts	2.583%	-1.164%	2,415,577	-28,437	2023-12-31
Massachusetts Financial Services Company	2.483%	-0.569%	2,322,198	-13,281	2023-12-31
Atlanta Capital Management Company,LLC	2.546%	-0.215%	2,309,375	-4,967	2022-09-30
Wellington Management Company LLP	2.349%	-0.758%	2,196,706	-16,766	2023-12-31
Citadel Advisors Llc	2.143%	-5.948%	2,004,335	-126,748	2023-09-30
Neuberger Berman Group LLC	1.893%	-0.742%	1,770,385	-13,237	2023-12-31
Goldman Sachs Group Inc	1.892%	122.542%	1,769,468	974,351	2023-12-31
Geode Capital Management, LLC	1.624%	2.582%	1,519,258	38,241	2023-12-31
Snyder Capital Management LP	1.279%	13.063%	1,196,069	138,191	2023-12-31
Charles Schwab Investment Management Inc	1.171%	4.281%	1,095,628	44,978	2023-12-31
American Century Companies Inc	1.110%	-3.800%	1,037,868	-40,994	2023-12-31
Holocene Advisors, LP	1.087%	1,150.200%	1,016,975	935,630	2023-09-30
Millennium Management LLC	1.069%	-17.126%	999,656	-206,573	2023-12-31
Bank of New York Mellon Corp	1.028%	4.049%	961,285	37,408	2023-12-31
NORGES BANK	1.022%	10.152%	955,990	88,106	2023-12-31
T. Rowe Price Investment Management,Inc.	0.893%	0.000%	836,689	836,689	2023-12-31
Scout Investment Advisors Inc	0.892%	137.226%	808,535	467,706	2022-09-30
Northern Trust Corp	0.847%	-17.661%	794,006	-170,306	2023-09-30
Amvescap Plc.	0.719%	8.669%	678,261	54,108	2022-12-31
Handelsbanken Fonder AB	0.723%	-1.492%	660,131	-10,000	2022-09-30
Premier Fund Managers Limited	0.694%	0.000%	650,000	0	2023-09-30
Bank of America Corp	0.672%	-18.744%	629,538	-145,218	2023-06-30

Mutual Fund Ownership

Victory Sycamore Established Value R is the biggest individual fund holder of Prosperity Bancshares Inc (PB), owning a total of 3.7 million shares. Combined, the top 31 mutual fund holders of PB own 42.56% of the company with a total of 39.7 million shares.

In the latest ownership report on March 28th 2024, the top 31 fund holders increased their combined ownership of PB by 1 thousand shares. 1 funds bought 4,332 total additional shares and increased their ownership by an average of 0.51%. However 1 funds sold 3,186 total shares and decreased their ownership by an average of 0.11%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Prosperity Bancshares increased by a net total of 1,146 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Mid-Cap ETF	3.116%	-0.109%	2,914,640	-3,186	2024-03-28
SPDR® S&P Dividend ETF	1.400%	0.000%	1,309,115	0	2024-03-28
SPDR® S&P Regional Banking ETF	0.915%	0.509%	856,216	4,332	2024-03-28

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Victory Sycamore Established Value R	3.903%	-4.074%	3,650,000	-155,000	2023-12-31
iShares Core S&P Mid-Cap ETF	3.116%	-0.109%	2,914,640	-3,186	2024-03-28
Vanguard Total Stock Mkt Idx Inv	2.988%	-0.204%	2,794,476	-5,703	2024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr	2.856%	1.392%	2,676,625	36,738	2023-03-31
Vanguard Small Cap Index	2.454%	0.933%	2,294,792	21,221	2024-02-29
Vanguard Explorer Inv	1.868%	1.498%	1,747,490	25,786	2023-12-31
Vanguard Small Cap Value Index Inv	1.675%	0.527%	1,566,291	8,211	2024-02-29
Eaton Vance Atlanta Capital SMID-Cap I	1.569%	0.000%	1,467,639	0	2024-02-29
Vanguard Institutional Extnd Mkt Idx Tr	1.483%	0.533%	1,387,245	7,357	2024-02-29
SPDR® S&P Dividend ETF	1.400%	0.000%	1,309,115	0	2024-03-28
Vanguard Extended Market Index Investor	1.395%	0.585%	1,306,939	7,603	2023-08-31
Neuberger Berman Genesis Inv	1.243%	-0.233%	1,162,774	-2,710	2023-12-31
MFS Mid Cap Value Equity	1.242%	-1.713%	1,161,946	-20,248	2023-12-31
Champlain Mid Cap Fund, LLC	1.258%	-33.596%	1,148,273	-580,948	2023-02-28
MFS Mid Cap Value A	1.228%	-1.186%	1,148,169	-13,777	2024-02-29
DFA US Small Cap Value I	1.005%	9.607%	940,056	82,395	2024-02-29
Champlain Mid Cap Adv	1.031%	-1.579%	935,000	-15,000	2022-12-31
SPDR® S&P Regional Banking ETF	0.915%	0.509%	856,216	4,332	2024-03-28
Carillon Scout Mid Cap I	0.921%	23.539%	840,644	160,176	2022-12-31
Scout Mid Cap Equity	0.921%	23.539%	840,644	160,176	2022-12-31
SPDR® S&P US Dividend Aristocrats ETFDis	0.895%	-7.489%	839,117	-67,932	2023-07-31
Champlain Small Company Fund, LLC	0.900%	-0.720%	822,140	-5,960	2023-01-31
Brown Advisory Small-Cap Growth Inv	0.868%	0.000%	811,549	0	2024-02-29
SPDR® S&P MIDCAP 400 ETF Trust	0.800%	0.377%	748,503	2,814	2024-02-29
MFS New Discovery Value I	0.752%	9.257%	703,265	59,583	2024-02-29
Premier Miton US Opportunities B Acc	0.695%	0.000%	650,000	0	2023-12-31
DFA US Targeted Value I	0.674%	4.581%	630,682	27,626	2024-02-29
ProShares S&P MidCap 400 Dividend Arst	0.669%	9.080%	626,490	52,149	2024-01-31
iShares S&P Mid-Cap 400 Value ETF	0.628%	0.000%	588,842	0	2023-10-31
American Century U.S. Mid Cap Value	0.604%	-2.649%	564,645	-15,365	2023-12-31
American Century Mid Cap Value Inv	0.604%	-2.649%	564,645	-15,365	2023-12-31