SBSI Institutional Ownership & Shareholders
SOUTHSIDE BANCSHARES INC (SBSI) is currently held by 191 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $577.52M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of SBSI tracked by InsiderSet, reporting ownership valued at approximately $150.31M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $148.51M, representing an estimated loss of -1.19% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 67% of the total disclosed SBSI value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., State Street Corp, Dimensional Fund Advisors Lp, and several other long-term asset managers with concentrated positions in SOUTHSIDE BANCSHARES INC (SBSI).
This page ranks the largest institutional SBSI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
191
Total Reported Value
$577.52M
Largest Holder
Blackrock, Inc.
Largest Position
$150.31M
Insider Transactions (90d)
26
Latest Filing Quarter
Q2 2026
New Institutional Positions
40
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.00% | 4,271,247 | $150,305,171 | $148,511,258 | -$1,793,913 | -1.19% | |
| State Street Corp | 0.00% | 1,328,182 | $46,738,725 | $46,180,888 | -$557,837 | -1.19% | |
| Dimensional Fund Advisors Lp | 0.01% | 1,476,585 | $44,416,397 | $51,340,860 | +$6,924,463 | +15.59% | |
| Vanguard Capital Management Llc | 0.00% | 1,248,193 | $43,923,912 | $43,399,671 | -$524,241 | -1.19% | |
| Geode Capital Management, Llc | 0.00% | 737,957 | $25,972,541 | $25,658,765 | -$313,776 | -1.21% | |
| Vanguard Portfolio Management Llc | 0.00% | 630,384 | $22,183,213 | $21,918,452 | -$264,761 | -1.19% | |
| Renaissance Technologies LLC | Jim Simons | 0.02% | 419,146 | $14,749,748 | $14,573,706 | -$176,042 | -1.19% |
| Charles Schwab Investment Management Inc | 0.00% | 360,385 | $12,681,948 | $12,530,586 | -$151,362 | -1.19% | |
| Two Sigma Investments, Lp | 0.01% | 348,461 | $12,262,343 | $12,115,989 | -$146,354 | -1.19% | |
| Northern Trust Corp | 0.00% | 342,761 | $12,061,760 | $11,917,800 | -$143,960 | -1.19% | |
| American Century Companies Inc | 0.01% | 338,886 | $11,925,398 | $11,783,066 | -$142,332 | -1.19% | |
| Bank Of New York Mellon Corp | 0.00% | 261,818 | $9,213,367 | $9,103,412 | -$109,955 | -1.19% | |
| Royal Bank Of Canada | 0.00% | 257,180 | $9,050,000 | $8,942,149 | -$107,851 | -1.19% | |
| Invesco Ltd. | 0.00% | 256,437 | $9,024,019 | $8,916,314 | -$107,705 | -1.19% | |
| Goldman Sachs Group Inc | 0.00% | 255,209 | $8,980,805 | $8,873,617 | -$107,188 | -1.19% | |
| Morgan Stanley | 0.00% | 229,982 | $8,093,107 | $7,996,474 | -$96,633 | -1.19% | |
| Hotchkis & Wiley Capital Management Llc | 0.02% | 206,150 | $7,254,419 | $7,167,836 | -$86,583 | -1.19% | |
| Aqr Capital Management Llc | 0.00% | 188,629 | $6,637,861 | $6,558,630 | -$79,231 | -1.19% | |
| Vanguard Fiduciary Trust Co | 0.00% | 188,255 | $6,624,693 | $6,545,626 | -$79,067 | -1.19% | |
| Jpmorgan Chase & Co | 0.00% | 162,584 | $5,674,182 | $5,653,046 | -$21,136 | -0.37% | |
| Bridgeway Capital Management, Llc | 0.09% | 151,664 | $5,337,056 | $5,273,357 | -$63,699 | -1.19% | |
| Bank Of America Corp | 0.00% | 129,163 | $4,545,246 | $4,490,998 | -$54,248 | -1.19% | |
| Arrowstreet Capital, Limited Partnership | 0.00% | 120,629 | $4,244,935 | $4,194,270 | -$50,665 | -1.19% | |
| Third Avenue Management | Marty Whitman | 0.66% | 116,879 | $4,112,972 | $4,063,883 | -$49,089 | -1.19% |
| Principal Financial Group Inc | 0.00% | 135,650 | $4,080,352 | $4,716,551 | +$636,199 | +15.59% | |
| Empowered Funds, Llc | 0.02% | 113,411 | $3,990,933 | $3,943,300 | -$47,633 | -1.19% | |
| Public Sector Pension Investment Board | 0.01% | 95,826 | $3,372,117 | $3,331,870 | -$40,247 | -1.19% | |
| Mackenzie Financial Corp | 0.00% | 109,300 | $3,287,744 | $3,800,361 | +$512,617 | +15.59% | |
| State Of New Jersey Common Pension Fund D | 0.01% | 92,388 | $3,251,134 | $3,212,331 | -$38,803 | -1.19% | |
| Nuveen, Llc | 0.00% | 86,335 | $3,038,129 | $3,001,868 | -$36,261 | -1.19% | |
| Citadel Advisors Llc | 0.00% | 84,790 | $2,983,760 | $2,948,148 | -$35,612 | -1.19% | |
| Ubs Group Ag | 0.00% | 77,958 | $2,743,342 | $2,710,600 | -$32,742 | -1.19% | |
| Price T Rowe Associates Inc | 0.00% | 74,486 | $2,622,000 | $2,589,878 | -$32,122 | -1.23% | |
| Ameriprise Financial Inc | 0.00% | 72,308 | $2,544,519 | $2,514,149 | -$30,370 | -1.19% | |
| Rhumbline Advisers | 0.00% | 70,585 | $2,483,871 | $2,454,240 | -$29,631 | -1.19% | |
| Millennium Management Llc | 0.00% | 68,270 | $2,402,421 | $2,373,748 | -$28,673 | -1.19% | |
| Parkway Wealth Management Group, Llc | 0.25% | 73,339 | $2,206,026 | $2,549,997 | +$343,971 | +15.59% | |
| Legal & General Group Plc | 0.00% | 60,698 | $2,134,405 | $2,110,469 | -$23,936 | -1.12% | |
| Polaris Capital Management, Llc | 0.22% | 70,158 | $2,110,353 | $2,439,394 | +$329,041 | +15.59% | |
| Wells Fargo & Company/Mn | 0.00% | 58,621 | $2,062,879 | $2,038,252 | -$24,627 | -1.19% | |
| Pingora Partners Llc | 1.20% | 58,375 | $2,054,216 | $2,029,699 | -$24,517 | -1.19% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 64,389 | $2,001,855 | $2,238,806 | +$236,951 | +11.84% | |
| Swiss National Bank | 0.00% | 56,718 | $1,995,906 | $1,972,085 | -$23,821 | -1.19% | |
| Creative Planning | 0.00% | 65,270 | $1,963,322 | $2,269,438 | +$306,116 | +15.59% | |
| Kestrel Investment Management Corp | 1.13% | 65,000 | $1,955,200 | $2,260,050 | +$304,850 | +15.59% | |
| Fisher Asset Management, Llc | 0.00% | 53,630 | $1,887,239 | $1,864,715 | -$22,524 | -1.19% | |
| Quantinno Capital Management Lp | 0.00% | 47,845 | $1,683,676 | $1,663,571 | -$20,105 | -1.19% | |
| Royce & Associates Lp | 0.01% | 43,468 | $1,529,639 | $1,511,382 | -$18,257 | -1.19% | |
| Prudential Financial Inc | 0.00% | 41,738 | $1,468,760 | $1,451,230 | -$17,530 | -1.19% | |
| Campbell & Co Investment Adviser Llc | 0.08% | 40,982 | $1,442,157 | $1,424,944 | -$17,213 | -1.19% |
Frequently asked questions about SBSI
Who are the largest institutional holders of SBSI?
The largest institutional holders of SBSI reported in the latest SEC Form 13F filings include Blackrock, Inc., State Street Corp, Dimensional Fund Advisors Lp, Vanguard Capital Management Llc, and Geode Capital Management, Llc. InsiderSet ranks institutional holders by their latest reported SBSI position.
What is SBSI institutional ownership?
This page tracks SBSI positions reported by institutional investment managers through SEC Form 13F. SOUTHSIDE BANCSHARES INC (SBSI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SBSI?
InsiderSet currently tracks 191 institutional managers reporting SBSI holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SBSI shareholders.
How much SBSI stock do institutions own?
Institutional investment managers disclosed approximately $577.52M in SBSI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SBSI institutional ownership last updated?
The latest SBSI institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SBSI holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SBSI position after the reporting date.
Are institutions buying or selling SBSI?
Institutional buying and selling can be analyzed by comparing SBSI positions across consecutive 13F reporting periods. InsiderSet's SBSI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SBSI ownership changes.
How has SBSI institutional ownership changed over time?
InsiderSet tracks SBSI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.