Southside Bancshares Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 08/07/2026 | 4.27 M | $150.31 M | 1.66% | 14.35% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 1.41 M | $49.51 M | 1.59% | 4.73% |
| STATE STREET CORP | 08/07/2026 | 1.33 M | $46.74 M | 2.67% | 4.46% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 1.25 M | $43.92 M | 0.90% | 4.19% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 737.96 K | $25.97 M | 2.29% | 2.48% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 630.38 K | $22.18 M | 7.02% | 2.12% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 419.15 K | $14.75 M | -4.77% | 1.41% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 360.39 K | $12.68 M | -7.56% | 1.21% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 360.39 K | $12.68 M | 100.00% | 1.21% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 348.46 K | $12.26 M | -11.74% | 1.17% |
| NORTHERN TRUST CORP | 08/13/2026 | 342.76 K | $12.06 M | 7.37% | 1.15% |
| AMERICAN CENTURY COMPANIES INC | 08/12/2026 | 338.89 K | $11.93 M | -1.29% | 1.14% |
| JANE STREET GROUP, LLC | 08/14/2026 | 330.50 K | $11.63 M | 3.09% | 1.11% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 261.82 K | $9.21 M | 3.99% | 0.88% |
| ROYAL BANK OF CANADA | 08/14/2026 | 257.18 K | $9.05 M | -1.44% | 0.86% |
| INVESCO LTD. | 08/14/2026 | 256.44 K | $9.02 M | 0.99% | 0.86% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 255.21 K | $8.98 M | -28.19% | 0.86% |
| MORGAN STANLEY | 08/13/2026 | 229.98 K | $8.09 M | -19.27% | 0.77% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 08/14/2026 | 206.15 K | $7.25 M | 0.68% | 0.69% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 188.63 K | $6.64 M | 23.14% | 0.63% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 188.26 K | $6.62 M | 5.31% | 0.63% |
| JPMORGAN CHASE & CO | 08/12/2026 | 162.58 K | $5.67 M | -8.28% | 0.55% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2026 | 151.66 K | $5.34 M | 5.25% | 0.51% |
| MACKENZIE FINANCIAL CORP | 08/13/2026 | 147.70 K | $5.20 M | 103.08% | 0.50% |
| PRINCIPAL FINANCIAL GROUP INC | 08/04/2026 | 135.42 K | $4.77 M | -0.31% | 0.45% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 129.16 K | $4.55 M | 3.05% | 0.43% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/13/2026 | 120.63 K | $4.24 M | 4.77% | 0.41% |
| THIRD AVENUE MANAGEMENT LLC | 08/12/2026 | 116.88 K | $4.11 M | 0.00% | 0.39% |
| EMPOWERED FUNDS, LLC | 08/17/2026 | 113.41 K | $3.99 M | 13.07% | 0.38% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 08/13/2026 | 95.83 K | $3.37 M | -4.09% | 0.32% |
| STATE OF NEW JERSEY COMMON PENSION FUND D | 08/04/2026 | 92.39 K | $3.25 M | 0.00% | 0.31% |
| NUVEEN, LLC | 08/11/2026 | 86.34 K | $3.04 M | 40.01% | 0.29% |
| CITADEL ADVISORS LLC | 09/02/2026 | 84.79 K | $2.98 M | -10.81% | 0.28% |
| UBS GROUP AG | 08/13/2026 | 77.96 K | $2.74 M | -14.70% | 0.26% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 08/14/2026 | 74.49 K | $2.62 M | 29.61% | 0.25% |
| PARKWAY WEALTH MANAGEMENT GROUP, LLC | 07/27/2026 | 74.11 K | $2.61 M | 0.01% | 0.25% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 72.31 K | $2.54 M | 1.90% | 0.24% |
| RHUMBLINE ADVISERS | 08/12/2026 | 70.59 K | $2.48 M | -12.40% | 0.24% |
| POLARIS CAPITAL MANAGEMENT, LLC | 07/27/2026 | 70.16 K | $2.47 M | 11.46% | 0.24% |
| KESTREL INVESTMENT MANAGEMENT CORP | 08/04/2026 | 69.00 K | $2.43 M | 0.00% | 0.23% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 68.27 K | $2.40 M | 17.62% | 0.23% |
| CREATIVE PLANNING | 08/13/2026 | 63.69 K | $2.24 M | -0.26% | 0.21% |
| UBS ASSET MANAGEMENT AMERICAS INC | 08/13/2026 | 63.44 K | $2.23 M | -1.47% | 0.21% |
| LEGAL & GENERAL GROUP PLC | 08/14/2026 | 60.70 K | $2.13 M | -7.78% | 0.20% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 58.62 K | $2.06 M | 37.21% | 0.20% |
| PINGORA PARTNERS LLC | 08/14/2026 | 58.38 K | $2.05 M | -5.46% | 0.20% |
| SWISS NATIONAL BANK | 08/11/2026 | 56.72 K | $2.00 M | 1.61% | 0.19% |
| FISHER ASSET MANAGEMENT, LLC | 08/04/2026 | 53.63 K | $1.89 M | 0.00% | 0.18% |
| QUANTINNO CAPITAL MANAGEMENT LP | 08/13/2026 | 47.85 K | $1.68 M | 26.32% | 0.16% |
| ROYCE & ASSOCIATES LP | 08/14/2026 | 43.47 K | $1.53 M | -7.92% | 0.15% |
Southside Bancshares Inc institutional Ownership - FAQ's
During the previous two years, 264 institutional investors and hedge funds held shares of Southside Bancshares Inc. The most heavily invested institutionals were:
BlackRock, Inc.: 4.27 M
DIMENSIONAL FUND ADVISORS LP: 1.41 M
STATE STREET CORP: 1.33 M
VANGUARD CAPITAL MANAGEMENT LLC: 1.25 M
GEODE CAPITAL MANAGEMENT, LLC: 737,957
VANGUARD PORTFOLIO MANAGEMENT LLC: 630,384
58.53% of Southside Bancshares Inc stock is owned by institutional investors.
Institutional investors have bought a total of 28.09 M shares in the last 24 months. This purchase volume represents approximately $853.31 M in transactions.