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Southside Bancshares (SBSI) Institutional Ownership

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$30.09 -0.49 (-1.60%)
Closing price 03:56 PM Eastern
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$30.08 0.00 (-0.02%)
As of 05:14 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)
95
Total
Institutional Inflows
(last 12 months)
$53.58M
Number of
Institutional Sellers
(last 12 months)
70
Total
Institutional Outflows
(last 12 months)
$26.71M
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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
8/15/2025Tidal Investments LLC15,747$463K0.0%N/A0.052%
8/15/2025Rafferty Asset Management LLC18,478$544K0.0%+8.5%0.061%
8/15/2025 Engineers Gate Manager LP15,025$442K0.0%N/A0.050%
8/15/2025 Curi Capital LLC7,440$219K0.0%N/A0.025%
8/15/2025 BNP Paribas Financial Markets8,401$247K0.0%-69.2%0.028%
8/15/2025 Bridgeway Capital Management LLC63,999$1.88M0.0%-42.7%0.213%
8/15/2025 Bank of America Corp DE68,519$2.02M0.0%+21.7%0.228%
8/15/2025 Ameriprise Financial Inc.55,974$1.65M0.0%-2.8%0.186%
8/15/2025 AQR Capital Management LLC115,207$3.39M0.0%-26.5%0.383%
8/14/2025Jane Street Group LLC27,704$815K0.0%-47.2%0.092%
8/14/2025Pingora Partners LLC54,445$1.60M1.2%+30.6%0.181%
8/14/2025The Manufacturers Life Insurance Company 11,014$324K0.0%+6.8%0.037%
8/14/2025NewEdge Advisors LLC12,091$356K0.0%N/A0.040%
8/13/2025 Marshall Wace LLP24,844$731K0.0%+24.4%0.083%
8/13/2025 First Trust Advisors LP6,875$202K0.0%N/A0.023%
8/13/2025 EverSource Wealth Advisors LLC947$28K0.0%+1,083.8%0.003%
8/13/2025 Invesco Ltd.290,213$8.54M0.0%+16.9%0.965%
8/13/2025 Arrowstreet Capital Limited Partnership142,955$4.21M0.0%+30.5%0.475%
8/13/2025 Quantbot Technologies LP6,736$198K0.0%-23.5%0.022%
8/12/2025 XTX Topco Ltd23,913$704K0.0%N/A0.079%
8/12/2025 Prudential Financial Inc.30,493$897K0.0%+5.7%0.101%
8/12/2025 American Century Companies Inc.352,786$10.38M0.0%+14.8%1.173%
8/12/2025 Rhumbline Advisers84,804$2.50M0.0%+2.4%0.282%
8/12/2025 Legal & General Group Plc78,482$2.31M0.0%+0.9%0.261%
8/12/2025 JPMorgan Chase & Co.307,570$9.05M0.0%-22.4%1.023%
8/12/2025 Ensign Peak Advisors Inc19,464$573K0.0%-11.2%0.065%
8/8/2025 Intech Investment Management LLC11,447$337K0.0%-26.6%0.038%
8/8/2025 Commonwealth of Pennsylvania Public School Empls Retrmt SYS7,292$215K0.0%N/A0.024%
8/8/2025 Geode Capital Management LLC689,791$20.30M0.0%+0.9%2.293%
8/7/2025 ProShare Advisors LLC218,001$6.42M0.0%-11.2%0.725%
8/7/2025 Campbell & CO Investment Adviser LLC21,993$647K0.0%+82.6%0.073%
8/7/2025 Connor Clark & Lunn Investment Management Ltd.38,145$1.12M0.0%-38.6%0.127%
8/5/2025 Bank of New York Mellon Corp291,402$8.58M0.0%+1.4%0.969%
8/4/2025 Pinnacle Associates Ltd.26,804$789K0.0%N/A0.089%
8/4/2025 Hantz Financial Services Inc.2,012$59K0.0%+2,858.8%0.007%
7/31/2025 State of New Jersey Common Pension Fund D66,979$1.97M0.0%+4.0%0.222%
7/31/2025 Kestrel Investment Management Corp71,900$2.12M1.3%-4.3%0.238%
7/31/2025 AlphaQuest LLC12,354$364K0.0%+452.8%0.041%
7/25/2025 Bill Few Associates Inc.6,870$202K0.1%N/A0.023%
7/25/2025 Ackerman Capital Advisors LLC7,438$219K0.1%N/A0.025%
The Coin That Could Define Trump’s Crypto Presidency (Ad)

When Trump returned to office, one of his first moves was to tap PayPal’s former COO, David Sacks, as a top advisor on crypto and AI. That alone signaled a shift. But insiders close to D.C. aren’t just talking crypto policy—they’re quietly buying something most retail investors have missed. While the crowd chases Bitcoin to $150,000, Weiss Ratings expert Juan Villaverde believes a different coin—already backed by giants like Google, Visa, and PayPal—could soon become crypto’s “Third Giant.”

Discover the coin that could define Trump’s crypto presidency.
7/24/2025 Inspire Investing LLC13,204$389K0.0%+10.8%0.044%
7/21/2025 Ameritas Advisory Services LLC4,238$125K0.0%-55.5%0.014%
7/21/2025 Hilltop National Bank2,278$67K0.0%N/A0.008%
7/18/2025 Naples Global Advisors LLC10,425$307K0.0%-4.6%0.035%
7/17/2025 Enclave Advisors LLC21,478$632K0.1%N/A0.071%
7/16/2025 State of Alaska Department of Revenue16,923$497K0.0%+7.2%0.056%
7/11/2025 Wedge Capital Management L L P NC27,445$808K0.0%+3.3%0.091%
6/18/2025Voya Investment Management LLC46,004$1.33M0.0%+44.5%0.152%
6/3/2025 Inspire Investing LLC11,920$345K0.0%-5.7%0.039%
5/29/2025 Rhumbline Advisers82,794$2.40M0.0%-5.2%0.274%
5/19/2025Jane Street Group LLC52,486$1.52M0.0%N/A0.174%
5/19/2025UBS 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%
5/16/2025Pingora Partners LLC41,675$1.21M0.9%N/A0.138%
5/16/2025MIRAE 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%
5/15/2025Royal Bank of Canada260,480$7.54M0.0%-1.3%0.862%
5/15/2025 Trexquant Investment LP24,096$698K0.0%+64.2%0.080%
5/14/2025Ieq Capital LLC8,084$234K0.0%N/A0.027%
5/14/2025Rafferty 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 Cantonalbank5,635$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%
The Coin That Could Define Trump’s Crypto Presidency (Ad)

When Trump returned to office, one of his first moves was to tap PayPal’s former COO, David Sacks, as a top advisor on crypto and AI. That alone signaled a shift. But insiders close to D.C. aren’t just talking crypto policy—they’re quietly buying something most retail investors have missed. While the crowd chases Bitcoin to $150,000, Weiss Ratings expert Juan Villaverde believes a different coin—already backed by giants like Google, Visa, and PayPal—could soon become crypto’s “Third Giant.”

Discover the coin that could define Trump’s crypto presidency.
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%
2/17/2025 ProShare Advisors LLC229,110$7.28M0.0%+5.2%0.756%
(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, 156 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 ($20.30M), Renaissance Technologies LLC ($17.12M), American Century Companies Inc. ($10.38M), and Northern Trust Corp ($10.12M).Learn more on Southside Bancshares' 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 119 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), Invesco Ltd. ($212.74K), Portside Wealth Group LLC ($124.19K), AQR Capital Management LLC ($116.47K), American Century Companies Inc. ($84.86K), Jane Street Group LLC ($81.65K), and Nuveen LLC ($75.53K).

How much institutional buying is happening at Southside Bancshares?

Institutional investors have bought a total of 1,728,563 shares in the last 24 months. This purchase volume represents approximately $53.58M in transactions.

Which of Southside Bancshares' major shareholders have been selling company stock?

Of the 69 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: AQR Capital Management LLC ($121.74K), JPMorgan Chase & Co. ($88.54K), Charles Schwab Investment Management Inc. ($71.07K), Arrowstreet Capital Limited Partnership ($54.96K), Bridgeway Capital Management LLC ($47.71K), Invesco Ltd. ($44.52K), and Goldman Sachs Group Inc. ($31.74K).

How much institutional selling is happening at Southside Bancshares?

Institutional investors have sold a total of 873,299 shares in the last 24 months. This volume of shares sold represents approximately $26.71M in transactions.


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This page (NASDAQ:SBSI) was last updated on 8/15/2025 by MarketBeat.com Staff
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