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Southside Bancshares (SBSI) Institutional Ownership

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$32.09 +0.29 (+0.92%)
As of 01/17/2025 03:59 PM Eastern
This is a fair market value 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)
54
Total
Institutional Inflows
(last 12 months)
$26.10M
Number of
Institutional Sellers
(last 12 months)
43
Total
Institutional Outflows
(last 12 months)
$18.52M
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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
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%
12/19/2024Principal 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%
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%
11/13/2024The Manufacturers Life Insurance Company10,891$364K0.0%-4.2%0.036%
11/12/2024Charles Schwab Investment Management Inc.325,599$10.89M0.0%-8.9%1.074%
11/9/2024Intech Investment Management LLC6,962$233K0.0%N/A0.023%
11/8/2024Connor Clark & Lunn Investment Management Ltd.35,341$1.18M0.0%+179.3%0.117%
11/7/2024Quest Partners LLC12,990$434K0.0%-45.5%0.043%
11/7/2024Thrivent Financial for Lutherans59,801$2.00M0.0%+73.6%0.197%
11/6/2024Empowered Funds LLC74,250$2.48M0.0%+5.3%0.245%
11/6/2024Cornercap Investment Counsel Inc.7,632$255K0.1%N/A0.025%
11/5/2024Victory Capital Management Inc.18,295$612K0.0%-5.3%0.060%
11/4/2024State of New Jersey Common Pension Fund D58,686$1.96M0.0%-18.1%0.194%
10/31/2024Principal Financial Group Inc.134,141$4.48M0.0%-5.5%0.443%
10/25/2024New York State Teachers Retirement System7,938$265K0.0%-7.0%0.026%
10/24/2024State of Alaska Department of Revenue16,236$542K0.0%-3.9%0.054%
10/23/2024Louisiana State Employees Retirement System13,800$461K0.0%-4.8%0.046%
10/23/2024 Hennion & Walsh Asset Management Inc.18,288$611K0.0%-1.8%0.060%
10/16/2024 Bill Few Associates Inc.6,648$222K0.1%N/A0.022%
10/16/2024Jamison Private Wealth Management Inc.10,944$366K0.1%+168.4%0.036%
10/10/2024 Inspire Investing LLC12,355$413K0.0%-3.6%0.041%
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10/8/2024CWM LLC4,673$156K0.0%+50.8%0.015%
10/3/2024 SG Americas Securities LLC8,522$285K0.0%N/A0.028%
9/20/2024Healthcare of Ontario Pension Plan Trust Fund22,100$610K0.0%-4.3%0.073%
9/16/2024Cubist Systematic Strategies LLC10,703$296K0.0%-2.8%0.035%
9/16/2024Point72 Asia Singapore Pte. Ltd.1,165$32K0.0%-68.4%0.004%
8/19/2024Point72 Asset Management L.P.5,043$139K0.0%+48.3%0.017%
8/15/2024The Manufacturers Life Insurance Company11,371$314K0.0%+5.3%0.038%
8/15/2024Millennium Management LLC105,821$2.92M0.0%-55.6%0.349%
8/15/2024AQR Capital Management LLC238,087$6.57M0.0%+95.8%0.786%
8/15/2024Point72 Asia Singapore Pte. Ltd.1,165$32K0.0%-68.4%0.004%
8/14/2024Squarepoint Ops LLC16,380$452K0.0%+103.9%0.054%
8/14/2024Marshall Wace LLP40,168$1.11M0.0%N/A0.133%
8/14/2024Public Sector Pension Investment Board63,273$1.75M0.0%+6.3%0.209%
8/14/2024ProShare Advisors LLC225,105$6.22M0.0%-15.4%0.744%
8/13/2024Thrivent Financial for Lutherans34,451$951K0.0%+38.2%0.114%
8/13/2024King Luther Capital Management Corp10,927$302K0.0%+9.9%0.036%
8/12/2024 Inspire Investing LLC12,815$354K0.0%+4.4%0.042%
8/9/2024Renaissance Technologies LLC603,285$16.66M0.0%+6.8%1.993%
8/9/2024Dimensional Fund Advisors LP1,166,936$32.22M0.0%-2.4%3.855%
8/8/2024American Century Companies Inc.168,450$4.65M0.0%+1.2%0.556%
8/8/2024State of New Jersey Common Pension Fund D71,643$1.98M0.0%-25.6%0.237%
8/7/2024Texas Permanent School Fund Corp27,224$752K0.0%+8.2%0.090%
8/6/2024Quest Partners LLC23,826$658K0.1%+835.1%0.079%
8/5/2024Victory Capital Management Inc.19,310$533K0.0%+4.0%0.064%
8/1/2024Rhumbline Advisers90,893$2.51M0.0%-1.2%0.300%
7/30/2024Maryland State Retirement & Pension System10,031$277K0.0%-3.8%0.033%
7/29/2024Principal Financial Group Inc.141,916$3.92M0.0%-4.9%0.469%
7/26/2024Bank of New York Mellon Corp320,662$8.85M0.0%-3.8%1.059%
7/20/2024 Nisa Investment Advisors LLC1,099$30K0.0%+54.4%0.004%
7/20/2024 Hennion & Walsh Asset Management Inc.18,621$514K0.0%+33.1%0.061%
7/18/2024Naples Global Advisors LLC10,824$299K0.0%-24.7%0.036%
7/10/2024CWM LLC3,099$86K0.0%+447.5%0.010%
5/17/2024Comerica Bank13,894$406K0.0%-8.0%0.046%
5/16/2024California State Teachers Retirement System28,688$839K0.0%-6.1%0.095%
5/16/2024Jacobs Levy Equity Management Inc.7,984$233K0.0%N/A0.026%
5/15/2024Price T Rowe Associates Inc. MD28,315$828K0.0%+3.9%0.094%
5/14/2024EntryPoint Capital LLC3,293$96K0.1%+57.0%0.011%
5/14/2024Healthcare of Ontario Pension Plan Trust Fund23,100$675K0.0%-8.7%0.076%
5/14/2024CANADA LIFE ASSURANCE Co26,241$763K0.0%+11.1%0.087%
5/10/2024Vanguard Group Inc.1,997,886$58.40M0.0%-7.6%6.597%
5/9/2024State Board of Administration of Florida Retirement System24,028$702K0.0%+185.9%0.079%
5/8/2024ProShare Advisors LLC266,202$7.78M0.0%+0.9%0.879%
5/7/2024Swiss National Bank56,618$1.66M0.0%-1.0%0.187%
5/7/2024 SG Americas Securities LLC5,564$163K0.0%-27.9%0.018%
5/7/2024Empowered Funds LLC65,458$1.91M0.0%+8.1%0.216%
5/6/2024Texas Permanent School Fund Corp25,150$735K0.0%+1.5%0.083%
5/1/2024BNP Paribas Financial Markets19,533$571K0.0%+73.6%0.065%
4/30/2024Naples Global Advisors LLC14,374$420K0.0%-15.8%0.047%
4/26/2024Yousif Capital Management LLC13,002$380K0.0%-8.4%0.043%
4/19/2024Denali Advisors LLC9,100$266K0.1%N/A0.030%
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4/18/2024Chatham Capital Group Inc.49,563$1.45M0.3%+11.9%0.164%
4/17/2024 Hennion & Walsh Asset Management Inc.13,990$409K0.0%+16.1%0.046%
3/5/2024Fisher Asset Management LLC61,316$1.92M0.0%-5.7%0.203%
2/13/2024Campbell & CO Investment Adviser LLC24,512$768K0.1%+34.2%0.081%
2/12/2024TD Asset Management Inc37,400$1.17M0.0%-23.0%0.124%
2/9/2024Commerce Bank6,443$202K0.0%N/A0.021%
2/9/2024King Luther Capital Management Corp9,079$284K0.0%-25.0%0.030%
2/9/2024Aigen Investment Management LP12,341$387K0.1%-16.1%0.041%
2/9/2024Quest Partners LLC14,651$459K0.1%N/A0.049%
2/9/2024PNC Financial Services Group Inc.8,292$260K0.0%-4.0%0.027%
(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, 119 institutional investors and hedge funds held shares of Southside Bancshares. The most heavily invested institutionals were Vanguard Group Inc. ($58.40M), State Street Corp ($42.04M), Dimensional Fund Advisors LP ($32.22M), Geode Capital Management LLC ($22.46M), Gibson Wealth Advisors LLC ($19.66M), Renaissance Technologies LLC ($16.66M), and JPMorgan Chase & Co. ($12.88M).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 86 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: Gibson Wealth Advisors LLC ($544.36K), Portside Wealth Group LLC ($248.38K), JPMorgan Chase & Co. ($170.29K), AQR Capital Management LLC ($116.47K), Kestrel Investment Management Corp ($101.70K), ProShare Advisors LLC ($83.08K), and Barclays PLC ($78.78K).

How much institutional buying is happening at Southside Bancshares?

Institutional investors have bought a total of 2,432,038 shares in the last 24 months. This purchase volume represents approximately $76.23M in transactions.

Which Southside Bancshares major shareholders have been selling company stock?

Of the 71 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. ($321.76K), Robeco Institutional Asset Management B.V. ($204.58K), Vanguard Group Inc. ($164.28K), Millennium Management LLC ($132.43K), TD Asset Management Inc ($75.30K), State of New Jersey Common Pension Fund D ($64.10K), and Principal Financial Group Inc. ($61.52K).

How much institutional selling is happening at Southside Bancshares?

Institutional investors have sold a total of 1,629,639 shares in the last 24 months. This volume of shares sold represents approximately $50.49M in transactions.



This page (NASDAQ:SBSI) was last updated on 1/21/2025 by MarketBeat.com Staff
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