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Southside Bancshares (SBSI) Institutional Ownership

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$28.64 -0.73 (-2.47%)
Closing price 05/21/2025 03:59 PM Eastern
Extended Trading
$28.65 +0.00 (+0.02%)
As of 05/21/2025 04:35 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Southside Bancshares (NASDAQ:SBSI)

Current
Institutional Ownership
Percentage
55.70%
Number of
Institutional Buyers
(last 12 months)
78
Total
Institutional Inflows
(last 12 months)
$49.85M
Number of
Institutional Sellers
(last 12 months)
62
Total
Institutional Outflows
(last 12 months)
$24.97M
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SBSI Institutional Buying and Selling by Quarter

Southside Bancshares Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2025 Jane Street Group LLC52,486$1.52M0.0%N/A0.174%
5/19/2025 UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC70,377$2.04M0.0%+10.1%0.233%
5/16/2025 Empowered Funds LLC82,211$2.38M0.0%+5.4%0.272%
5/16/2025 Goldman Sachs Group Inc.309,943$8.98M0.0%-9.3%1.026%
5/16/2025 Dynamic Technology Lab Private Ltd18,533$537K0.1%N/A0.061%
5/16/2025 Pingora Partners LLC41,675$1.21M0.9%N/A0.138%
5/16/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.17,049$494K0.0%+4.3%0.056%
5/16/2025 Bridgeway Capital Management LLC111,711$3.24M0.1%+3.9%0.370%
5/16/2025 AQR Capital Management LLC156,850$4.54M0.0%-25.0%0.519%
5/16/2025 Amundi11,413$311K0.0%-17.0%0.038%
5/15/2025 Cubist Systematic Strategies LLC13,330$386K0.0%N/A0.044%
5/15/2025 Royal Bank of Canada260,480$7.54M0.0%-1.3%0.862%
5/15/2025 Trexquant Investment LP24,096$698K0.0%+64.2%0.080%
5/14/2025 Ieq Capital LLC8,084$234K0.0%N/A0.027%
5/14/2025 Rafferty Asset Management LLC17,034$493K0.0%-22.7%0.056%
5/14/2025 AlphaQuest LLC2,235$65K0.0%+223,400.0%0.007%
5/14/2025 Quantbot Technologies LP8,802$255K0.0%+126.3%0.029%
5/13/2025 American Century Companies Inc.307,188$8.90M0.0%+8.8%1.017%
5/12/2025 Public Sector Pension Investment Board90,308$2.62M0.0%+26.7%0.299%
5/12/2025 Nuveen LLC75,534$2.19M0.0%N/A0.250%
5/12/2025 Invesco Ltd.248,156$7.19M0.0%-15.2%0.821%
5/12/2025 Connor Clark & Lunn Investment Management Ltd.62,126$1.80M0.0%+14.0%0.206%
5/12/2025 Townsquare Capital LLC101,380$2.94M0.0%-4.6%0.336%
5/12/2025 Swiss National Bank55,818$1.62M0.0%-1.4%0.185%
5/12/2025 Maryland State Retirement & Pension System8,304$240K0.0%-13.6%0.027%
5/9/2025 Deutsche Bank AG24,393$706K0.0%-9.8%0.081%
5/9/2025 Charles Schwab Investment Management Inc.286,451$8.30M0.0%-2.1%0.948%
5/9/2025 Vanguard Group Inc.1,968,622$57.01M0.0%-0.1%6.516%
5/7/2025 Meeder Asset Management Inc.1,003$29K0.0%N/A0.003%
5/7/2025 Zurcher Kantonalbank Zurich Cantonalbank 5,635$163K0.0%-38.9%0.019%
5/6/2025 Royce & Associates LP14,641$424K0.0%N/A0.048%
5/6/2025 Universal Beteiligungs und Servicegesellschaft mbH7,045$204K0.0%N/A0.023%
5/5/2025 Allianz Asset Management GmbH9,700$281K0.0%+21.3%0.032%
5/2/2025 Victory Capital Management Inc.10,742$311K0.0%-3.3%0.035%
5/1/2025 Louisiana State Employees Retirement System13,400$388K0.0%-2.9%0.044%
4/30/2025 Alps Advisors Inc.12,260$355K0.0%N/A0.040%
4/29/2025 Bank of New York Mellon Corp287,347$8.32M0.0%-4.4%0.946%
4/28/2025 Principal Financial Group Inc.141,885$4.11M0.0%+2.7%0.467%
4/25/2025 New York State Teachers Retirement System9,182$266K0.0%+15.7%0.030%
4/14/2025 Wedge Capital Management L L P NC26,556$769K0.0%+25.3%0.087%
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4/10/2025 Naples Global Advisors LLC10,924$316K0.0%+3.8%0.036%
4/10/2025 Hennion & Walsh Asset Management Inc.19,283$558K0.0%+19.8%0.063%
4/8/2025 Rhumbline Advisers82,794$2.40M0.0%-5.2%0.272%
4/7/2025 GAMMA Investing LLC35,881$1.04M0.0%+2,583.7%0.118%
2/17/2025 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC63,918$2.03M0.0%+7.1%0.211%
2/17/2025 Squarepoint Ops LLC22,891$727K0.0%N/A0.076%
2/17/2025 Two Sigma Advisers LP127,400$4.05M0.0%-1.7%0.420%
2/17/2025 Two Sigma Investments LP95,169$3.02M0.0%-6.4%0.314%
2/17/2025 Rafferty Asset Management LLC22,040$700K0.0%-1.9%0.073%
2/17/2025 ProShare Advisors LLC229,110$7.28M0.0%+5.2%0.756%
2/17/2025 Millennium Management LLC64,003$2.03M0.0%+60.7%0.211%
2/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.16,348$519K0.0%+3.6%0.054%
2/17/2025 Lazard Asset Management LLC3,265$103K0.0%N/A0.011%
2/17/2025 Deutsche Bank AG27,043$859K0.0%+53.9%0.089%
2/17/2025 D. E. Shaw & Co. Inc.41,831$1.33M0.0%+13.8%0.138%
2/17/2025 Bridgeway Capital Management LLC107,513$3.42M0.1%+3.6%0.355%
2/17/2025 Captrust Financial Advisors35,425$1.13M0.0%-7.9%0.117%
2/17/2025 Bank of America Corp DE60,695$1.93M0.0%-5.4%0.200%
2/17/2025 BNP Paribas Financial Markets29,704$943K0.0%-19.6%0.098%
2/17/2025 Ameriprise Financial Inc.63,831$2.03M0.0%-9.3%0.211%
2/14/2025 Comerica Bank18,078$574K0.0%+50.3%0.060%
2/14/2025 AQR Capital Management LLC209,016$6.64M0.0%-11.8%0.690%
2/14/2025 Northern Trust Corp318,699$10.12M0.0%+5.8%1.051%
2/14/2025 Tudor Investment Corp ET AL45,869$1.46M0.0%-9.5%0.151%
2/14/2025 Aquatic Capital Management LLC5,143$163K0.0%+39.0%0.017%
2/14/2025 Voya Investment Management LLC31,840$1.01M0.0%-19.9%0.105%
2/14/2025 Price T Rowe Associates Inc. MD32,140$1.02M0.0%+6.2%0.106%
2/14/2025 State of Tennessee Department of Treasury7,369$234K0.0%-4.2%0.024%
2/14/2025 Tower Research Capital LLC TRC1,271$40K0.0%-61.0%0.004%
2/14/2025 MetLife Investment Management LLC17,279$549K0.0%+6.4%0.057%
2/14/2025 Dimensional Fund Advisors LP1,319,916$41.92M0.0%+3.9%4.355%
2/13/2025 NFJ Investment Group LLC58,739$1.87M0.1%-1.2%0.194%
2/13/2025 Mariner LLC9,190$292K0.0%+25.5%0.030%
2/13/2025 Barclays PLC61,289$1.95M0.0%+3.4%0.202%
2/13/2025 Townsquare Capital LLC106,324$3.38M0.0%-9.2%0.351%
2/13/2025 Sterling Capital Management LLC919$29K0.0%+867.4%0.003%
2/13/2025 Raymond James Financial Inc.10,605$337K0.0%N/A0.035%
2/13/2025 Renaissance Technologies LLC538,985$17.12M0.0%+4.0%1.778%
2/13/2025 Legal & General Group Plc80,176$2.55M0.0%-2.5%0.265%
2/13/2025 Invesco Ltd.292,680$9.30M0.0%+139.9%0.966%
2/13/2025 Rahlfs Capital LLC10,423$331K0.3%N/A0.034%
2/13/2025 Wells Fargo & Company MN51,707$1.64M0.0%+10.1%0.171%
2/12/2025 ExodusPoint Capital Management LP21,594$686K0.0%-4.9%0.071%
2/12/2025 Trexquant Investment LP14,673$466K0.0%-15.8%0.048%
2/12/2025 Geode Capital Management LLC656,388$20.85M0.0%-2.3%2.166%
2/12/2025 Arrowstreet Capital Limited Partnership93,153$2.96M0.0%-37.1%0.307%
2/12/2025 Cornercap Investment Counsel Inc.14,404$457K0.1%+88.7%0.048%
2/12/2025 Brown Brothers Harriman & Co.34,391$1.09M0.0%-28.5%0.113%
2/12/2025 JPMorgan Chase & Co.511,741$16.25M0.0%+32.9%1.688%
2/11/2025 Prudential Financial Inc.35,111$1.12M0.0%-3.0%0.116%
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2/11/2025 Corebridge Financial Inc.15,283$485K0.0%-7.2%0.050%
2/11/2025 Vanguard Group Inc.1,971,133$62.60M0.0%-0.1%6.503%
2/11/2025 LPL Financial LLC28,440$903K0.0%-14.8%0.094%
2/11/2025 KLP Kapitalforvaltning AS5,600$178K0.0%N/A0.018%
2/11/2025 American Century Companies Inc.282,254$8.96M0.0%+4.6%0.931%
2/11/2025 Quantbot Technologies LP3,890$124K0.0%+34.9%0.013%
2/11/2025 Magnetar Financial LLC6,849$218K0.0%N/A0.023%
2/11/2025 Teacher Retirement System of Texas14,850$472K0.0%-32.1%0.049%
2/10/2025 Thrivent Financial for Lutherans31,339$995K0.0%-47.6%0.103%
2/10/2025 Connor Clark & Lunn Investment Management Ltd.54,482$1.73M0.0%+54.2%0.180%
(Data available from 1/1/2016 forward)

SBSI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SBSI shares?

During the previous two years, 149 institutional investors and hedge funds held shares of Southside Bancshares. The most heavily invested institutionals were Vanguard Group Inc. ($57.01M), State Street Corp ($42.04M), Dimensional Fund Advisors LP ($41.92M), Geode Capital Management LLC ($20.85M), Renaissance Technologies LLC ($17.12M), JPMorgan Chase & Co. ($16.25M), and Northern Trust Corp ($10.12M).Learn more on SBSI's institutional investors.

What percentage of Southside Bancshares stock is owned by institutional investors?

55.70% of Southside Bancshares stock is owned by institutional investors. Learn more on SBSI's institutional investor holdings.

Which institutional investors have been buying Southside Bancshares stock?

Of the 104 institutional investors that purchased Southside Bancshares stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($296.87K), Portside Wealth Group LLC ($248.38K), Invesco Ltd. ($170.69K), AQR Capital Management LLC ($116.47K), Jane Street Group LLC ($81.65K), Barclays PLC ($76.32K), and Nuveen LLC ($75.53K).

How much institutional buying is happening at Southside Bancshares?

Institutional investors have bought a total of 2,523,198 shares in the last 24 months. This purchase volume represents approximately $74.85M in transactions.

Which Southside Bancshares major shareholders have been selling company stock?

Of the 90 institutional investors that sold Southside Bancshares stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Vanguard Group Inc. ($167.84K), Millennium Management LLC ($132.43K), AQR Capital Management LLC ($80.10K), TD Asset Management Inc ($75.30K), Charles Schwab Investment Management Inc. ($71.07K), State of New Jersey Common Pension Fund D ($64.10K), and Healthcare of Ontario Pension Plan Trust Fund ($60.30K).

How much institutional selling is happening at Southside Bancshares?

Institutional investors have sold a total of 1,477,645 shares in the last 24 months. This volume of shares sold represents approximately $43.54M in transactions.



This page (NASDAQ:SBSI) was last updated on 5/22/2025 by MarketBeat.com Staff
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