Southside Bancshares Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 02/12/2026 | 4.27 M | $129.91 M | 3.72% | 14.31% |
| VANGUARD GROUP INC | 01/29/2026 | 2.03 M | $61.75 M | 1.58% | 6.80% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 1.38 M | $41.86 M | -0.38% | 4.61% |
| STATE STREET CORP | 02/13/2026 | 1.31 M | $39.77 M | 0.59% | 4.38% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 686.10 K | $20.85 M | -0.46% | 2.30% |
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 460.45 K | $13.99 M | -9.16% | 1.54% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 405.88 K | $12.33 M | 10.11% | 1.36% |
| GOLDMAN SACHS GROUP INC | 02/10/2026 | 351.71 K | $10.69 M | 11.64% | 1.18% |
| AMERICAN CENTURY COMPANIES INC | 02/13/2026 | 348.67 K | $10.60 M | -1.42% | 1.17% |
| NORTHERN TRUST CORP | 02/17/2026 | 310.85 K | $9.45 M | -5.01% | 1.04% |
| ROYAL BANK OF CANADA | 02/17/2026 | 266.54 K | $8.10 M | -1.01% | 0.89% |
| MORGAN STANLEY | 02/13/2026 | 263.37 K | $8.00 M | 4.32% | 0.88% |
| INVESCO LTD. | 02/19/2026 | 259.90 K | $7.90 M | -5.30% | 0.87% |
| JPMORGAN CHASE & CO | 02/11/2026 | 258.98 K | $7.87 M | -14.42% | 0.87% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 253.31 K | $7.70 M | -9.87% | 0.84% |
| TWO SIGMA ADVISERS, LP | 02/17/2026 | 244.30 K | $7.42 M | 5.53% | 0.82% |
| PROSHARE ADVISORS LLC | 02/06/2026 | 199.51 K | $6.06 M | -3.18% | 0.67% |
| UBS GROUP AG | 01/29/2026 | 195.37 K | $5.94 M | -49.59% | 0.65% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 164.35 K | $4.99 M | 7.70% | 0.55% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 146.80 K | $4.46 M | -41.62% | 0.49% |
| AQR CAPITAL MANAGEMENT LLC | 02/17/2026 | 141.79 K | $4.31 M | -0.24% | 0.47% |
| PRINCIPAL FINANCIAL GROUP INC | 02/02/2026 | 134.72 K | $4.09 M | -1.35% | 0.45% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 02/13/2026 | 133.97 K | $4.07 M | -3.22% | 0.45% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 118.07 K | $3.59 M | 23.91% | 0.40% |
| CITADEL ADVISORS LLC | 02/17/2026 | 116.42 K | $3.54 M | 31.04% | 0.39% |
| THIRD AVENUE MANAGEMENT LLC | 02/12/2026 | 116.88 K | $3.55 M | -44.19% | 0.39% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 02/13/2026 | 98.04 K | $2.98 M | -11.13% | 0.33% |
| STATE OF NEW JERSEY COMMON PENSION FUND D | 01/30/2026 | 92.39 K | $2.81 M | 0.00% | 0.31% |
| 02/10/2026 | 92.79 K | $2.82 M | 100.00% | 0.31% | |
| BAYVIEW ASSET MANAGEMENT, LLC | 02/13/2026 | 85.46 K | $2.60 M | 48.62% | 0.29% |
| RHUMBLINE ADVISERS | 02/13/2026 | 79.43 K | $2.41 M | -5.36% | 0.27% |
| LEGAL & GENERAL GROUP PLC | 02/09/2026 | 75.26 K | $2.29 M | -4.07% | 0.25% |
| KESTREL INVESTMENT MANAGEMENT CORP | 02/03/2026 | 69.50 K | $2.11 M | -3.34% | 0.23% |
| CREATIVE PLANNING | 02/17/2026 | 66.71 K | $2.03 M | 431.25% | 0.22% |
| MACKENZIE FINANCIAL CORP | 02/18/2026 | 64.68 K | $1.99 M | 36.48% | 0.22% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 63.51 K | $1.93 M | 3.95% | 0.21% |
| UBS ASSET MANAGEMENT AMERICAS INC | 02/13/2026 | 63.09 K | $1.92 M | 7.87% | 0.21% |
| POLARIS CAPITAL MANAGEMENT, LLC | 01/29/2026 | 62.23 K | $1.89 M | 1.18% | 0.21% |
| PINGORA PARTNERS LLC | 02/13/2026 | 61.75 K | $1.88 M | 14.67% | 0.21% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 02/17/2026 | 61.37 K | $1.86 M | 39.14% | 0.21% |
| NUVEEN, LLC | 02/12/2026 | 61.25 K | $1.86 M | -29.33% | 0.21% |
| SWISS NATIONAL BANK | 02/12/2026 | 55.82 K | $1.70 M | 0.00% | 0.19% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 53.87 K | $1.64 M | -1.80% | 0.18% |
| FISHER ASSET MANAGEMENT, LLC | 02/09/2026 | 53.63 K | $1.63 M | 0.00% | 0.18% |
| BARCLAYS PLC | 02/13/2026 | 51.59 K | $1.57 M | 22.26% | 0.17% |
| SQUAREPOINT OPS LLC | 02/13/2026 | 51.16 K | $1.55 M | 35.73% | 0.17% |
| ROYCE & ASSOCIATES LP | 02/09/2026 | 50.66 K | $1.54 M | 39.17% | 0.17% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 02/17/2026 | 49.93 K | $1.52 M | 25.80% | 0.17% |
| CAMPBELL & CO INVESTMENT ADVISER LLC | 02/12/2026 | 47.59 K | $1.45 M | 98.23% | 0.16% |
| PRUDENTIAL FINANCIAL INC | 02/13/2026 | 41.62 K | $1.26 M | -4.75% | 0.14% |
Southside Bancshares Inc institutional Ownership - FAQ's
During the previous two years, 243 institutional investors and hedge funds held shares of Southside Bancshares Inc. The most heavily invested institutionals were:
BlackRock, Inc.: 4.27 M
VANGUARD GROUP INC: 2.03 M
DIMENSIONAL FUND ADVISORS LP: 1.38 M
STATE STREET CORP: 1.31 M
GEODE CAPITAL MANAGEMENT, LLC: 686,101
RENAISSANCE TECHNOLOGIES LLC: 460,446
57.32% of Southside Bancshares Inc stock is owned by institutional investors.
Institutional investors have bought a total of 25.34 M shares in the last 24 months. This purchase volume represents approximately $794.92 M in transactions.