Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

PROSPERITY BANCSHARES INC (PB)

394 + Investors. Track Smart Money conviction in PB. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +21
Streak
1Q ▲
Buyers last Q
53%

Smart Money Signals — PB

Based on 390 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added PB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
390 hedge funds hold PB right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +12% more funds vs a year ago

fund count last 6Q
+43 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 53% buying

215 buying190 selling
Last quarter: 215 funds bought or added vs 190 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+27 vs last Q)

new funds entering per quarter
Funds opening a new PB position: 65 → 60 → 52 → 79. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 18% medium ■ 21% new
236 out of 390 hedge funds have held PB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~79 new funds/quarter

46 → 65 → 60 → 52 → 79 new funds/Q
New funds entering each quarter: 65 → 60 → 52 → 79. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 65% of holders stayed 2+ years

■ 65% veterans ■ 10% 1-2yr ■ 26% new
Of 394 current holders: 255 (65%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 56% AUM from top-100 funds

56% from top-100 AUM funds
44 of 390 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in PB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: PB

How many hedge funds hold PB — quarterly history vs. share price
Quarterly hedge fund ownership of PB vs. share price

Market Analysis: PB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PB

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

56 top-rated funds 1 high-conviction
Consensus
7.6
/ 10
breadth
×
Elite
1.7
/ 10
conviction
Hedge Fund Positioning: PB
2026 Q1 Stats Unlock in 11 days 394 + Investors

Track Smart Money conviction in PB. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 394 372 5.91%
13F Shares 79M 80M -1.43%
Total Value $5.47B $5.29B 3.48%
New Positions 79 52 +27
Increased Positions 140 155 -15
Closed Positions 58 60 -2
Reduced Positions 138 114 +24
Total Calls 2 2 -
Total Puts 3 1 200.0%
PUT/CALL Ratio 1.5 0.5 Bearish

Statistics: PB

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
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Net Income Avi to Common (ttm) --
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Institutional Holders (2026 Q1)

394 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PB. Verified SEC 13F-HR filings.

Top 25 institutional holders of PB — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 PATRON PARTNERS, LLC 6.89% 232,260 $15.6M
2 Oxbow Advisors, LLC 1.72% 301,825 $20.3M
3 PRIVATE MANAGEMENT GROUP INC 0.99% 513,353 $34.5M
4 New England Research & Management, Inc. 0.71% 25,025 $1.7M
5 NORTH STAR ASSET MANAGEMENT INC 0.68% 233,200 $15.7M
6 AMARILLO NATIONAL BANK 0.66% 56,012 $3.8M
7 Perpetual Ltd 0.59% 574,123 $38.6M
8 KWMG, LLC 0.55% 98,825 $6.6M
9 Copeland Capital Management, LLC 0.54% 360,290 $24.2M
10 AMICA MUTUAL INSURANCE CO 0.53% 92,347 $6K
11 Watershed Asset Management, L.L.C. 0.46% 6,644 $446K
12 VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 0.42% 621,114 $41.7M
13 CULTIVAR CAPITAL, INC. 0.37% 8,603 $578K
14 Aspen Wealth Management LLC 0.27% 20,000 $1.3M
15 SAXON INTERESTS, INC. 0.23% 10,047 $675K
16 HUDSON EDGE INVESTMENT PARTNERS INC. 0.21% 21,674 $1.5M
17 TITLEIST ASSET MANAGEMENT, LLC 0.19% 38,195 $2.6M
18 SHELTON WEALTH MANAGEMENT, LLC 0.19% 6,319 $425K
19 Inscription Capital, LLC 0.18% 26,077 $1.8M
20 Olstein Capital Management, L.P. 0.18% 12,000 —
21 waypoint wealth counsel 0.17% 4,815 $323K
22 Lexington Hill Partners, LLC 0.16% 4,225 $284K
23 1492 Capital Management LLC 0.15% 5,753 $386K
24 Elevated Capital Advisors, LLC 0.10% 5,801 $390K
25 First National Advisers, LLC 0.10% 9,743 $655K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — PROSPERITY BANCSHARES INC (PB)

What does the Smart Money Trend signal show for PB?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added PB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for PB?

Slight buying edge — 53% buying: Last quarter: 215 funds bought or added vs 190 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for PB holders?

Elite ownership — 56% AUM from top-100 funds: 44 of 390 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in PB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held PB?

61% of holders stayed for 2+ years: 236 out of 390 hedge funds have held PB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.