Southside Bancshares Inc (SBSI) Ownership

34.45 ↓1.51 (-4.20%)
As of December 5, 2022, 1:20pm EST.

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Southside Bancshares Inc (SBSI), owning a total of 2.3 million shares. Combined, the top 20 institutional holders of SBSI own 29.62% of the company with a total of 9.5 million shares.

In the latest ownership report on September 30th 2022, the top 20 institutional holders decreased their combined ownership of SBSI by 121 thousand shares. 2 institutions bought 3,208 total additional shares and increased their ownership by an average of 0.47%. However 6 institutions sold 124,700 total shares and decreased their ownership by an average of 2.85%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Southside Bancshares decreased by a net total of -121,492 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc7.121%-1.212%2,286,175-28,0562022-09-30
Dimensional Fund Advisors, Inc.3.959%-0.168%1,270,949-2,1422022-09-30
State Street Corporation3.714%-5.424%1,192,524-68,3922022-09-30
Bank of New York Mellon Corp1.202%0.601%385,7262,3032022-09-30
Charles Schwab Investment Management Inc0.929%-0.338%298,215-1,0112022-09-30
Victory Capital Management Inc.0.920%-4.789%295,203-14,8482022-09-30
Royal Bank of Canada0.830%0.341%266,4979052022-09-30
Robeco Institutional Asset Management BV0.698%0.000%224,11502022-09-30
Principal Financial Group Inc0.586%-5.165%188,226-10,2512022-09-30
Third Avenue Management LLC0.489%0.000%157,10902022-09-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc7.121%-1.212%2,286,175-28,0562022-09-30
Dimensional Fund Advisors, Inc.3.959%-0.168%1,270,949-2,1422022-09-30
State Street Corporation3.714%-5.424%1,192,524-68,3922022-09-30
Renaissance Technologies Corp1.875%2.248%602,08513,2392022-06-30
Geode Capital Management, LLC1.749%-0.478%561,661-2,6952022-06-30
Northern Trust Corp1.277%-1.408%409,807-5,8522022-06-30
Bank of New York Mellon Corp1.202%0.601%385,7262,3032022-09-30
Millennium Management LLC0.939%545.940%301,531254,8502022-06-30
Charles Schwab Investment Management Inc0.929%-0.338%298,215-1,0112022-09-30
Victory Capital Management Inc.0.920%-4.789%295,203-14,8482022-09-30
Royal Bank of Canada0.830%0.341%266,4979052022-09-30
Amvescap Plc.0.795%-7.564%255,190-20,8822022-06-30
ProShare Advisors LLC0.700%-12.051%224,585-30,7722022-06-30
Robeco Institutional Asset Management BV0.698%0.000%224,11502022-09-30
Principal Financial Group Inc0.586%-5.165%188,226-10,2512022-09-30
Mesirow Financial Investment Management, Inc.0.583%-2.829%187,189-5,4502022-06-30
Third Avenue Management LLC0.489%0.000%157,10902022-09-30
TOWNSQUARE CAPITAL LLC0.474%-0.011%152,189-162022-06-30
Ameriprise Financial Inc0.452%-1.730%144,957-2,5522022-06-30
Nuveen Asset Management, LLC0.329%-11.086%105,489-13,1522022-06-30

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of Southside Bancshares Inc (SBSI), owning a total of 2.2 million shares. Combined, the top 20 mutual fund holders of SBSI own 25.69% of the company with a total of 8.2 million shares.

In the latest ownership report on October 31st 2022, the top 20 fund holders increased their combined ownership of SBSI by 5 thousand shares. 3 funds bought 5,106 total additional shares and increased their ownership by an average of 0.52%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Southside Bancshares increased by a net total of 5,106 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Small-Cap ETF6.909%0.000%2,218,00302022-10-31
Vanguard Total Stock Mkt Idx Inv2.796%0.000%897,79702022-10-31
iShares Russell 2000 ETF2.121%0.000%680,86302022-10-31
Vanguard Extended Market Index Investor1.281%1.011%411,1494,1162022-10-31
iShares Russell 2000 Value ETF0.989%0.000%317,40702022-10-31
Vanguard Tax-Managed Small Cap Adm0.969%0.000%311,07702022-10-31
iShares S&P Small-Cap 600 Growth ETF0.754%0.000%242,20502022-10-31
Vanguard Dividend Appreciation ETF0.612%0.373%196,5847302022-10-31
State St Russell Sm/Mid Cp® Indx NL Cl C0.529%0.000%169,82502022-10-31
Invesco S&P SmallCap Low Volatility ETF0.519%0.000%166,68202022-10-31
iShares S&P Small-Cap 600 Value ETF0.497%0.000%159,65202022-10-31
SPDR® Portfolio S&P 600 Sm Cap ETF0.477%0.170%152,9812602022-10-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Small-Cap ETF6.909%0.000%2,218,00302022-10-31
Vanguard Total Stock Mkt Idx Inv2.796%0.000%897,79702022-10-31
Vanguard Instl Ttl Stck Mkt Idx Tr2.796%0.031%897,7972822022-09-30
iShares Russell 2000 ETF2.121%0.000%680,86302022-10-31
Vanguard Extended Market Index Investor1.281%1.011%411,1494,1162022-10-31
iShares Russell 2000 Value ETF0.989%0.000%317,40702022-10-31
Vanguard Tax-Managed Small Cap Adm0.969%0.000%311,07702022-10-31
DFA US Micro Cap I0.791%0.000%254,03402022-09-30
iShares S&P Small-Cap 600 Growth ETF0.754%0.000%242,20502022-10-31
DFA US Small Cap I0.752%0.000%241,57302022-09-30
Fidelity® Small Cap Index0.733%2.634%235,3286,0392022-08-31
ProShares Russell 2000 Dividend Growers0.622%-9.367%199,600-20,6292022-07-31
Vanguard Dividend Appreciation ETF0.612%0.373%196,5847302022-10-31
DFA US Targeted Value I0.561%0.000%180,22102022-09-30
State St Russell Sm/Mid Cp® Indx NL Cl C0.529%0.000%169,82502022-10-31
Invesco S&P SmallCap Low Volatility ETF0.519%0.000%166,68202022-10-31
iShares S&P Small-Cap 600 Value ETF0.497%0.000%159,65202022-10-31
Third Avenue Small Cap Value Instl0.489%-4.330%157,109-7,1112022-06-30
Third Avenue Small Cap Value Composite0.489%0.000%157,10902022-09-30
SPDR® Portfolio S&P 600 Sm Cap ETF0.477%0.170%152,9812602022-10-31

Discussions

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wsb_pro

$SBSI This is how I feel everyday holding this gem.

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BretJohns

$SBSI we need those buyers and volume.

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