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Southside Bancshares (SBSI) Institutional Ownership

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$28.02 -0.17 (-0.60%)
As of 12:13 PM Eastern
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Institutional Ownership Changes (13F Filings) for Southside Bancshares (NASDAQ:SBSI)

Current
Institutional Ownership
Percentage
55.70%
Number of
Institutional Buyers
(last 12 months)
71
Total
Institutional Inflows
(last 12 months)
$41.97M
Number of
Institutional Sellers
(last 12 months)
58
Total
Institutional Outflows
(last 12 months)
$25.33M
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SBSI Institutional Buying and Selling by Quarter

Southside Bancshares Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/30/2025Alps 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%
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%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC63,918$2.03M0.0%+7.1%0.211%
2/17/2025Squarepoint Ops LLC22,891$727K0.0%N/A0.076%
2/17/2025Two Sigma Advisers LP127,400$4.05M0.0%-1.7%0.420%
2/17/2025Two Sigma Investments LP95,169$3.02M0.0%-6.4%0.314%
2/17/2025Rafferty Asset Management LLC22,040$700K0.0%-1.9%0.073%
2/17/2025ProShare Advisors LLC229,110$7.28M0.0%+5.2%0.756%
2/17/2025Millennium Management LLC64,003$2.03M0.0%+60.7%0.211%
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.16,348$519K0.0%+3.6%0.054%
2/17/2025Lazard Asset Management LLC3,265$103K0.0%N/A0.011%
2/17/2025Deutsche Bank AG27,043$859K0.0%+53.9%0.089%
2/17/2025D. E. Shaw & Co. Inc.41,831$1.33M0.0%+13.8%0.138%
2/17/2025Bridgeway Capital Management LLC107,513$3.42M0.1%+3.6%0.355%
2/17/2025Captrust Financial Advisors35,425$1.13M0.0%-7.9%0.117%
2/17/2025Bank of America Corp DE60,695$1.93M0.0%-5.4%0.200%
2/17/2025BNP Paribas Financial Markets29,704$943K0.0%-19.6%0.098%
2/17/2025Ameriprise Financial Inc.63,831$2.03M0.0%-9.3%0.211%
2/14/2025Comerica Bank18,078$574K0.0%+50.3%0.060%
2/14/2025AQR Capital Management LLC209,016$6.64M0.0%-11.8%0.690%
2/14/2025Northern Trust Corp318,699$10.12M0.0%+5.8%1.051%
2/14/2025Tudor Investment Corp ET AL45,869$1.46M0.0%-9.5%0.151%
2/14/2025Aquatic Capital Management LLC5,143$163K0.0%+39.0%0.017%
2/14/2025Voya Investment Management LLC31,840$1.01M0.0%-19.9%0.105%
2/14/2025Price T Rowe Associates Inc. MD32,140$1.02M0.0%+6.2%0.106%
2/14/2025State of Tennessee Department of Treasury7,369$234K0.0%-4.2%0.024%
2/14/2025Tower Research Capital LLC TRC 1,271$40K0.0%-61.0%0.004%
2/14/2025MetLife Investment Management LLC17,279$549K0.0%+6.4%0.057%
2/14/2025Dimensional Fund Advisors LP1,319,916$41.92M0.0%+3.9%4.355%
2/13/2025NFJ Investment Group LLC58,739$1.87M0.1%-1.2%0.194%
2/13/2025Mariner LLC9,190$292K0.0%+25.5%0.030%
2/13/2025Barclays PLC61,289$1.95M0.0%+3.4%0.202%
2/13/2025Townsquare Capital LLC106,324$3.38M0.0%-9.2%0.351%
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2/13/2025Sterling Capital Management LLC919$29K0.0%+867.4%0.003%
2/13/2025Raymond James Financial Inc.10,605$337K0.0%N/A0.035%
2/13/2025Renaissance Technologies LLC538,985$17.12M0.0%+4.0%1.778%
2/13/2025Legal & General Group Plc80,176$2.55M0.0%-2.5%0.265%
2/13/2025Invesco Ltd.292,680$9.30M0.0%+139.9%0.966%
2/13/2025Rahlfs Capital LLC10,423$331K0.3%N/A0.034%
2/13/2025Wells Fargo & Company MN51,707$1.64M0.0%+10.1%0.171%
2/12/2025ExodusPoint Capital Management LP21,594$686K0.0%-4.9%0.071%
2/12/2025Trexquant Investment LP14,673$466K0.0%-15.8%0.048%
2/12/2025Geode Capital Management LLC656,388$20.85M0.0%-2.3%2.166%
2/12/2025Arrowstreet Capital Limited Partnership93,153$2.96M0.0%-37.1%0.307%
2/12/2025Cornercap Investment Counsel Inc.14,404$457K0.1%+88.7%0.048%
2/12/2025Brown Brothers Harriman & Co.34,391$1.09M0.0%-28.5%0.113%
2/12/2025JPMorgan Chase & Co.511,741$16.25M0.0%+32.9%1.688%
2/11/2025Prudential Financial Inc.35,111$1.12M0.0%-3.0%0.116%
2/11/2025Corebridge Financial Inc.15,283$485K0.0%-7.2%0.050%
2/11/2025Vanguard Group Inc.1,971,133$62.60M0.0%-0.1%6.503%
2/11/2025LPL Financial LLC28,440$903K0.0%-14.8%0.094%
2/11/2025KLP Kapitalforvaltning AS5,600$178K0.0%N/A0.018%
2/11/2025American Century Companies Inc.282,254$8.96M0.0%+4.6%0.931%
2/11/2025Quantbot Technologies LP3,890$124K0.0%+34.9%0.013%
2/11/2025Magnetar Financial LLC6,849$218K0.0%N/A0.023%
2/11/2025 Teacher Retirement System of Texas14,850$472K0.0%-32.1%0.049%
2/10/2025Thrivent Financial for Lutherans31,339$995K0.0%-47.6%0.103%
2/10/2025Connor Clark & Lunn Investment Management Ltd.54,482$1.73M0.0%+54.2%0.180%
2/7/2025Amundi13,749$423K0.0%+168.5%0.045%
2/6/2025Raymond James Financial Inc.10,605$337K0.0%N/A0.035%
2/6/2025Victory Capital Management Inc.11,105$353K0.0%-39.3%0.037%
2/6/2025Charles Schwab Investment Management Inc.292,728$9.30M0.0%-10.1%0.966%
2/5/2025Fisher Asset Management LLC53,630$1.70M0.0%-5.6%0.177%
2/4/2025 Illinois Municipal Retirement Fund15,162$482K0.0%-4.6%0.050%
2/4/2025 Bank of New York Mellon Corp300,543$9.55M0.0%-0.7%0.992%
1/31/2025Sanctuary Advisors LLC10,621$334K0.0%-25.2%0.035%
1/31/2025 Principal Financial Group Inc.138,159$4.39M0.0%+3.0%0.456%
1/31/2025State of New Jersey Common Pension Fund D59,618$1.89M0.0%+1.6%0.197%
1/30/2025 Rhumbline Advisers87,307$2.77M0.0%+1.4%0.288%
1/28/2025Empowered Funds LLC78,013$2.48M0.0%+5.1%0.257%
1/21/2025 Jamison Private Wealth Management Inc.9,571$304K0.0%-12.5%0.032%
1/17/2025 SG Americas Securities LLC5,269$167K0.0%-38.2%0.017%
1/15/2025 Wedge Capital Management L L P NC21,192$673K0.0%N/A0.070%
1/15/2025 Hennion & Walsh Asset Management Inc.16,101$511K0.0%-12.0%0.053%
1/3/2025 GAMMA Investing LLC1,337$42K0.0%+61.1%0.004%
12/26/2024JPMorgan Chase & Co.385,154$12.88M0.0%+79.3%1.271%
12/19/2024 Principal Financial Group Inc.134,141$4.48M0.0%-5.5%0.443%
11/25/2024Sanctuary Advisors LLC14,207$511K0.0%N/A0.047%
11/16/2024Geode Capital Management LLC671,666$22.46M0.0%+0.5%2.216%
11/15/2024Barclays PLC59,263$1.98M0.0%+137.6%0.196%
11/15/2024Jane Street Group LLC53,571$1.79M0.0%+119.5%0.177%
11/15/2024Kovitz Investment Group Partners LLC8,531$276K0.0%N/A0.028%
11/15/2024State Street Corp1,257,547$42.04M0.0%-1.9%4.149%
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11/15/2024Point72 DIFC Ltd2,476$83K0.0%N/A0.008%
11/15/2024NFJ Investment Group LLC59,460$1.99M0.1%-4.4%0.196%
11/15/2024Point72 Asia Singapore Pte. Ltd.3,176$106K0.0%+172.6%0.010%
11/14/2024Captrust Financial Advisors38,443$1.29M0.0%+9.0%0.127%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC59,682$2.00M0.0%-7.6%0.197%
11/14/2024Public Sector Pension Investment Board60,373$2.02M0.0%-4.6%0.199%
11/13/2024Townsquare Capital LLC117,141$3.92M0.0%-5.8%0.386%
11/13/2024BNP Paribas Financial Markets36,943$1.24M0.0%+35.6%0.122%
11/13/2024FMR LLC3,432$115K0.0%+226.9%0.011%
11/13/2024Quantbot Technologies LP2,884$96K0.0%+190.1%0.010%
(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, 141 institutional investors and hedge funds held shares of Southside Bancshares. The most heavily invested institutionals were Vanguard Group Inc. ($62.60M), 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 97 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), Kestrel Investment Management Corp ($101.70K), Barclays PLC ($80.81K), and Wedge Capital Management L L P NC ($68.80K).

How much institutional buying is happening at Southside Bancshares?

Institutional investors have bought a total of 2,343,755 shares in the last 24 months. This purchase volume represents approximately $70.25M in transactions.

Which Southside Bancshares major shareholders have been selling company stock?

Of the 87 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: Victory Capital Management Inc. ($274.63K), Vanguard Group Inc. ($165.33K), Millennium Management LLC ($132.43K), TD Asset Management Inc ($75.30K), Charles Schwab Investment Management Inc. ($64.79K), State of New Jersey Common Pension Fund D ($64.10K), and Bank of New York Mellon Corp ($61.54K).

How much institutional selling is happening at Southside Bancshares?

Institutional investors have sold a total of 1,646,472 shares in the last 24 months. This volume of shares sold represents approximately $49.85M in transactions.


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This page (NASDAQ:SBSI) was last updated on 5/1/2025 by MarketBeat.com Staff
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