SOUTHSIDE BANCSHARES INC (SBSI) Institutional Shareholders
SOUTHSIDE BANCSHARES INC (SBSI) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $524.17M in SBSI holdings during the latest filing period.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of SBSI tracked by InsiderSet, reporting ownership valued at approximately $130.62M in its March 31, 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 $137.89M, representing an estimated gain of +5.56% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 65% of the total disclosed SBSI value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Dimensional Fund Advisors Lp, State Street Corp, 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
184
Total Reported Value
$524.17M
Largest Holder
Blackrock, Inc.
Largest Position
$130.62M
Insider Transactions (90d)
29
Latest Filing Quarter
Q2 2026
New Institutional Positions
138
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% | 4,201,496 | $130,624,526 | $137,893,099 | +$7,268,573 | +5.56% | |
| Dimensional Fund Advisors Lp | 0.01% | 1,384,745 | $43,051,002 | $45,447,331 | +$2,396,329 | +5.57% | |
| State Street Corp | 0.00% | 1,293,618 | $40,218,584 | $42,456,543 | +$2,237,959 | +5.56% | |
| Vanguard Capital Management Llc | 0.00% | 1,237,121 | $38,462,092 | $40,602,311 | +$2,140,219 | +5.56% | |
| Geode Capital Management, Llc | 0.00% | 721,414 | $22,430,215 | $23,676,807 | +$1,246,592 | +5.56% | |
| Vanguard Portfolio Management Llc | 0.00% | 589,051 | $18,313,596 | $19,332,654 | +$1,019,058 | +5.56% | |
| Renaissance Technologies LLC | Jim Simons | 0.02% | 440,146 | $13,684,139 | $14,445,592 | +$761,453 | +5.56% |
| Two Sigma Investments, Lp | 0.01% | 394,820 | $12,274,954 | $12,957,992 | +$683,038 | +5.56% | |
| Charles Schwab Investment Management Inc | 0.00% | 389,867 | $12,120,965 | $12,795,435 | +$674,470 | +5.56% | |
| Goldman Sachs Group Inc | 0.00% | 355,404 | $11,049,510 | $11,664,359 | +$614,849 | +5.56% | |
| American Century Companies Inc | 0.01% | 343,326 | $10,674,005 | $11,267,959 | +$593,954 | +5.56% | |
| Northern Trust Corp | 0.00% | 319,226 | $9,924,736 | $10,476,997 | +$552,261 | +5.56% | |
| Morgan Stanley | 0.00% | 284,891 | $8,857,307 | $9,350,123 | +$492,816 | +5.56% | |
| Royal Bank Of Canada | 0.00% | 260,928 | $8,112,000 | $8,563,657 | +$451,657 | +5.57% | |
| Invesco Ltd. | 0.00% | 253,916 | $7,894,248 | $8,333,523 | +$439,275 | +5.56% | |
| Bank Of New York Mellon Corp | 0.00% | 251,764 | $7,827,330 | $8,262,894 | +$435,564 | +5.56% | |
| Proshare Advisors Llc | 0.01% | 207,364 | $6,446,948 | $6,805,686 | +$358,738 | +5.56% | |
| Hotchkis & Wiley Capital Management Llc | 0.02% | 204,750 | $6,365,678 | $6,719,895 | +$354,217 | +5.56% | |
| Vanguard Fiduciary Trust Co | 0.00% | 178,762 | $5,557,711 | $5,866,969 | +$309,258 | +5.56% | |
| Principal Financial Group Inc | 0.00% | 135,423 | $4,765,535 | $4,444,583 | -$320,952 | -6.73% | |
| Aqr Capital Management Llc | 0.00% | 153,183 | $4,762,462 | $5,027,466 | +$265,004 | +5.56% | |
| Bridgeway Capital Management, Llc | 0.09% | 144,098 | $4,480,007 | $4,729,296 | +$249,289 | +5.56% | |
| Bank Of America Corp | 0.00% | 125,339 | $3,896,789 | $4,113,626 | +$216,837 | +5.56% | |
| Third Avenue Management | Marty Whitman | 0.59% | 116,879 | $3,633,768 | $3,835,969 | +$202,201 | +5.56% |
| Arrowstreet Capital, Limited Partnership | 0.00% | 115,132 | $3,579,454 | $3,778,632 | +$199,178 | +5.56% | |
| State Of New Jersey Common Pension Fund D | 0.01% | 92,388 | $3,251,134 | $3,032,174 | -$218,960 | -6.73% | |
| Empowered Funds, Llc | 0.02% | 100,298 | $3,118,265 | $3,291,780 | +$173,515 | +5.56% | |
| Public Sector Pension Investment Board | 0.01% | 99,911 | $3,106,233 | $3,279,079 | +$172,846 | +5.56% | |
| Citadel Advisors Llc | 0.00% | 95,063 | $2,955,509 | $3,119,968 | +$164,459 | +5.56% | |
| Ubs Group Ag | 0.00% | 91,388 | $2,841,253 | $2,999,354 | +$158,101 | +5.56% | |
| Parkway Wealth Management Group, Llc | 0.30% | 74,109 | $2,607,904 | $2,432,257 | -$175,647 | -6.74% | |
| Rhumbline Advisers | 0.00% | 80,572 | $2,504,968 | $2,644,373 | +$139,405 | +5.57% | |
| Polaris Capital Management, Llc | 0.23% | 70,158 | $2,468,860 | $2,302,586 | -$166,274 | -6.73% | |
| Kestrel Investment Management Corp | 1.32% | 69,000 | $2,428,110 | $2,264,580 | -$163,530 | -6.73% | |
| Mackenzie Financial Corp | 0.00% | 72,729 | $2,261,145 | $2,386,966 | +$125,821 | +5.56% | |
| Ameriprise Financial Inc | 0.00% | 70,959 | $2,206,116 | $2,328,874 | +$122,758 | +5.56% | |
| Legal & General Group Plc | 0.00% | 65,820 | $2,043,781 | $2,160,212 | +$116,431 | +5.70% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 64,389 | $2,001,855 | $2,113,247 | +$111,392 | +5.56% | |
| Creative Planning | 0.00% | 63,858 | $1,985,345 | $2,095,820 | +$110,475 | +5.56% | |
| Pingora Partners Llc | 1.14% | 61,745 | $1,919,652 | $2,026,471 | +$106,819 | +5.56% | |
| Nuveen, Llc | 0.00% | 61,665 | $1,917,164 | $2,023,845 | +$106,681 | +5.56% | |
| Fisher Asset Management, Llc | 0.00% | 53,630 | $1,887,239 | $1,760,137 | -$127,102 | -6.73% | |
| Millennium Management Llc | 0.00% | 58,043 | $1,804,557 | $1,904,971 | +$100,414 | +5.56% | |
| Swiss National Bank | 0.00% | 55,818 | $1,735,382 | $1,831,947 | +$96,565 | +5.56% | |
| Jane Street Group, Llc | 0.00% | 47,297 | $1,470,463 | $1,552,288 | +$81,825 | +5.56% | |
| Royce & Associates Lp | 0.01% | 47,206 | $1,467,635 | $1,549,301 | +$81,666 | +5.56% | |
| Pinnacle Associates Ltd | 0.02% | 41,574 | $1,462,989 | $1,364,459 | -$98,530 | -6.73% | |
| Campbell & Co Investment Adviser Llc | 0.08% | 40,982 | $1,442,157 | $1,345,029 | -$97,128 | -6.73% | |
| Wells Fargo & Company/Mn | 0.00% | 42,724 | $1,328,286 | $1,402,202 | +$73,916 | +5.56% | |
| Prudential Financial Inc | 0.00% | 41,378 | $1,286,442 | $1,358,026 | +$71,584 | +5.56% |
Frequently asked questions about SBSI
Who owns the most SBSI stock?
The largest holders of SBSI are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SOUTHSIDE BANCSHARES INC (SBSI).
Is SBSI widely held by superinvestors?
Many widely followed stocks like SBSI appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SBSI is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.