Southside Bancshares, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 4.40 M | $146.95 M | 100.00% | 14.51% |
| VANGUARD GROUP INC | 11/13/2024 | 1.97 M | $65.93 M | -1.43% | 6.51% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 1.27 M | $42.47 M | 8.86% | 4.19% |
| STATE STREET CORP | 11/14/2024 | 1.26 M | $42.04 M | -1.94% | 4.15% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 671,666 | $22.46 M | 0.46% | 2.22% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 518,185 | $17.32 M | -14.11% | 1.71% |
| JPMORGAN CHASE & CO | 12/26/2024 | 385,154 | $12.88 M | 79.25% | 1.27% |
| MORGAN STANLEY | 11/14/2024 | 373,251 | $12.48 M | 20.80% | 1.23% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 368,397 | $12.32 M | 2.41% | 1.22% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 325,599 | $10.88 M | -8.93% | 1.08% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 302,638 | $10.12 M | -5.62% | 1.00% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2024 | 269,909 | $9.02 M | 60.23% | 0.89% |
| ROYAL BANK OF CANADA | 11/14/2024 | 262,880 | $8.79 M | -0.53% | 0.87% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2024 | 236,946 | $7.92 M | -0.48% | 0.78% |
| THIRD AVENUE MANAGEMENT LLC | 11/14/2024 | 209,426 | $7.00 M | 0.00% | 0.69% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/14/2024 | 148,113 | $4.95 M | 817.17% | 0.49% |
| PRINCIPAL FINANCIAL GROUP INC | 10/31/2024 | 134,141 | $4.48 M | -5.48% | 0.44% |
| TWO SIGMA ADVISERS, LP | 11/14/2024 | 129,600 | $4.33 M | -1.37% | 0.43% |
| INVESCO LTD. | 11/12/2024 | 121,995 | $4.08 M | -10.03% | 0.40% |
| TOWNSQUARE CAPITAL LLC | 11/13/2024 | 117,141 | $3.92 M | -5.77% | 0.39% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2024 | 103,750 | $3.47 M | 3.75% | 0.34% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2024 | 101,730 | $3.40 M | -2.53% | 0.34% |
| RHUMBLINE ADVISERS | 11/12/2024 | 86,063 | $2.88 M | -5.31% | 0.28% |
| LEGAL & GENERAL GROUP PLC | 11/14/2024 | 82,193 | $2.75 M | -1.77% | 0.27% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 75,343 | $2.52 M | 3.17% | 0.25% |
| KESTREL INVESTMENT MANAGEMENT CORP | 11/12/2024 | 75,100 | $2.44 M | 7.90% | 0.25% |
| EMPOWERED FUNDS, LLC | 11/06/2024 | 74,250 | $2.48 M | 5.32% | 0.25% |
| AMERIPRISE FINANCIAL INC | 11/14/2024 | 70,371 | $2.35 M | -7.21% | 0.23% |
| CITADEL ADVISORS LLC | 11/14/2024 | 69,277 | $2.32 M | -41.96% | 0.23% |
| UBS GROUP AG | 11/14/2024 | 68,143 | $2.28 M | 32.08% | 0.23% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 64,136 | $2.14 M | -2.65% | 0.21% |
| POLARIS CAPITAL MANAGEMENT, LLC | 11/13/2024 | 61,500 | $2.06 M | 42.36% | 0.20% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 11/14/2024 | 60,373 | $2.02 M | -4.58% | 0.20% |
| THRIVENT FINANCIAL FOR LUTHERANS | 11/07/2024 | 59,801 | $2.00 M | 73.58% | 0.20% |
| NFJ INVESTMENT GROUP, LLC | 11/14/2024 | 59,460 | $1.99 M | -4.40% | 0.20% |
| BARCLAYS PLC | 11/19/2024 | 59,263 | $1.98 M | 137.56% | 0.20% |
| STATE OF NEW JERSEY COMMON PENSION FUND D | 11/04/2024 | 58,686 | $1.96 M | -18.09% | 0.19% |
| FISHER ASSET MANAGEMENT, LLC | 11/12/2024 | 56,809 | $1.90 M | 0.00% | 0.19% |
| SWISS NATIONAL BANK | 11/07/2024 | 56,618 | $1.89 M | 0.00% | 0.19% |
| JANE STREET GROUP, LLC | 11/15/2024 | 53,571 | $1.79 M | 119.48% | 0.18% |
| TUDOR INVESTMENT CORP ET AL | 11/14/2024 | 50,659 | $1.69 M | 361.00% | 0.17% |
| BROWN BROTHERS HARRIMAN & CO | 11/13/2024 | 48,128 | $1.61 M | 0.00% | 0.16% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 46,976 | $1.57 M | 4.35% | 0.16% |
| HRT FINANCIAL LP | 11/12/2024 | 41,380 | $1.38 M | 100.00% | 0.14% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 39,831 | $1.33 M | -62.36% | 0.13% |
| VOYA INVESTMENT MANAGEMENT LLC | 11/14/2024 | 39,768 | $1.33 M | -0.75% | 0.13% |
| ALLIANCEBERNSTEIN L.P. | 11/14/2024 | 39,247 | $1.31 M | 0.00% | 0.13% |
| CAPTRUST FINANCIAL ADVISORS | 11/14/2024 | 38,443 | $1.29 M | 9.04% | 0.13% |
| D. E. SHAW & CO., INC. | 11/14/2024 | 36,753 | $1.23 M | -54.44% | 0.12% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 11/08/2024 | 35,341 | $1.18 M | 179.29% | 0.12% |
Southside Bancshares, Inc.institutional Ownership - FAQ's
During the previous two years, 209 institutional investors and hedge funds held shares of Southside Bancshares, Inc.. The most heavily invested institutionals were:
BlackRock Funding, Inc. /DE: 4.4 M
VANGUARD GROUP INC: 1.97 M
DIMENSIONAL FUND ADVISORS LP: 1.27 M
STATE STREET CORP: 1.26 M
GEODE CAPITAL MANAGEMENT, LLC: 671,666
RENAISSANCE TECHNOLOGIES LLC: 518,185
55.92% of Southside Bancshares, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 24.44 M shares in the last 24 months. This purchase volume represents approximately $759.45 M in transactions.