Southside Bancshares Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/13/2026 | 4.20 M | $130.62 M | -1.71% | 14.13% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 1.38 M | $43.05 M | 0.54% | 4.66% |
| STATE STREET CORP | 05/15/2026 | 1.29 M | $40.22 M | -1.15% | 4.35% |
| VANGUARD CAPITAL MANAGEMENT LLC | 05/15/2026 | 1.24 M | $38.46 M | 100.00% | 4.16% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 721.41 K | $22.43 M | 5.15% | 2.43% |
| 05/08/2026 | 589.05 K | $18.31 M | 100.00% | 1.98% | |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 440.15 K | $13.68 M | -4.41% | 1.48% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 394.82 K | $12.27 M | 140.24% | 1.33% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 389.87 K | $12.12 M | -3.94% | 1.31% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 355.40 K | $11.05 M | 1.05% | 1.20% |
| AMERICAN CENTURY COMPANIES INC | 05/15/2026 | 343.33 K | $10.67 M | -1.53% | 1.15% |
| JANE STREET GROUP, LLC | 05/12/2026 | 320.60 K | $9.97 M | 100.00% | 1.08% |
| NORTHERN TRUST CORP | 05/14/2026 | 319.23 K | $9.92 M | 2.69% | 1.07% |
| MORGAN STANLEY | 05/15/2026 | 284.89 K | $8.86 M | 8.17% | 0.96% |
| ROYAL BANK OF CANADA | 05/15/2026 | 260.93 K | $8.11 M | -2.11% | 0.88% |
| INVESCO LTD. | 05/12/2026 | 253.92 K | $7.89 M | -2.30% | 0.85% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 251.76 K | $7.83 M | -0.61% | 0.85% |
| PROSHARE ADVISORS LLC | 04/27/2026 | 207.36 K | $6.45 M | 3.94% | 0.70% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 05/15/2026 | 204.75 K | $6.37 M | 100.00% | 0.69% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 178.76 K | $5.56 M | 100.00% | 0.60% |
| JPMORGAN CHASE & CO | 05/13/2026 | 177.26 K | $5.44 M | -31.55% | 0.60% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 153.18 K | $4.76 M | 8.04% | 0.52% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 05/15/2026 | 144.10 K | $4.48 M | 134.81% | 0.48% |
| PRINCIPAL FINANCIAL GROUP INC | 05/04/2026 | 135.84 K | $4.22 M | 0.83% | 0.46% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 125.34 K | $3.90 M | 6.16% | 0.42% |
| THIRD AVENUE MANAGEMENT LLC | 05/13/2026 | 116.88 K | $3.63 M | 0.00% | 0.39% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 05/14/2026 | 115.13 K | $3.58 M | -14.06% | 0.39% |
| EMPOWERED FUNDS, LLC | 06/16/2026 | 100.30 K | $3.12 M | 224.94% | 0.34% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 05/13/2026 | 99.91 K | $3.11 M | 1.91% | 0.34% |
| CITADEL ADVISORS LLC | 05/15/2026 | 95.06 K | $2.96 M | -18.35% | 0.32% |
| STATE OF NEW JERSEY COMMON PENSION FUND D | 05/05/2026 | 92.39 K | $2.87 M | 0.00% | 0.31% |
| UBS GROUP AG | 05/05/2026 | 91.39 K | $2.84 M | -53.22% | 0.31% |
| RHUMBLINE ADVISERS | 05/12/2026 | 80.57 K | $2.50 M | 1.44% | 0.27% |
| 04/20/2026 | 74.11 K | $2.46 M | -20.14% | 0.25% | |
| MACKENZIE FINANCIAL CORP | 05/13/2026 | 72.73 K | $2.26 M | 12.45% | 0.24% |
| AMERIPRISE FINANCIAL INC | 07/17/2026 | 70.96 K | $2.21 M | 31.72% | 0.24% |
| KESTREL INVESTMENT MANAGEMENT CORP | 05/05/2026 | 69.00 K | $2.15 M | -0.72% | 0.23% |
| LEGAL & GENERAL GROUP PLC | 05/08/2026 | 65.82 K | $2.04 M | -12.54% | 0.22% |
| UBS ASSET MANAGEMENT AMERICAS INC | 05/13/2026 | 64.39 K | $2.00 M | 2.05% | 0.22% |
| CREATIVE PLANNING | 05/12/2026 | 63.86 K | $1.99 M | -4.28% | 0.21% |
| POLARIS CAPITAL MANAGEMENT, LLC | 04/27/2026 | 62.94 K | $1.96 M | 1.15% | 0.21% |
| PINGORA PARTNERS LLC | 05/15/2026 | 61.75 K | $1.92 M | 0.00% | 0.21% |
| NUVEEN, LLC | 04/30/2026 | 61.67 K | $1.92 M | 0.68% | 0.21% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 58.04 K | $1.80 M | -60.46% | 0.20% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 05/15/2026 | 57.47 K | $1.79 M | 15.11% | 0.19% |
| SWISS NATIONAL BANK | 05/07/2026 | 55.82 K | $1.74 M | 0.00% | 0.19% |
| FISHER ASSET MANAGEMENT, LLC | 05/05/2026 | 53.63 K | $1.67 M | 0.00% | 0.18% |
| JANE STREET GROUP, LLC | 05/12/2026 | 47.30 K | $1.47 M | 100.00% | 0.16% |
| ROYCE & ASSOCIATES LP | 05/12/2026 | 47.21 K | $1.47 M | -6.81% | 0.16% |
| WELLS FARGO & COMPANY/MN | 07/08/2026 | 42.72 K | $1.33 M | -32.72% | 0.14% |
Southside Bancshares Inc institutional Ownership - FAQ's
During the previous two years, 253 institutional investors and hedge funds held shares of Southside Bancshares Inc. The most heavily invested institutionals were:
Bank of New York Mellon Corp: 261,818
PRINCIPAL FINANCIAL GROUP INC: 135,423
State of New Jersey Common Pension Fund D: 92,388
Polaris Capital Management, LLC: 70,158
KESTREL INVESTMENT MANAGEMENT CORP: 69,000
Fisher Asset Management, LLC: 53,630
56.58% of Southside Bancshares Inc stock is owned by institutional investors.
Institutional investors have bought a total of 26.14 M shares in the last 24 months. This purchase volume represents approximately $794.09 M in transactions.