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 $596.62M 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 $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 $134.33M, representing an estimated loss of -10.63% 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
189
Total Reported Value
$596.62M
Largest Holder
Blackrock, Inc.
Largest Position
$150.31M
Insider Transactions (90d)
26
Latest Filing Quarter
Q2 2026
New Institutional Positions
46
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 | $134,330,718 | -$15,974,453 | -10.63% | |
| Dimensional Fund Advisors Lp | 0.01% | 1,406,812 | $49,505,065 | $44,244,237 | -$5,260,828 | -10.63% | |
| State Street Corp | 0.00% | 1,328,182 | $46,738,725 | $41,771,324 | -$4,967,401 | -10.63% | |
| Vanguard Capital Management Llc | 0.00% | 1,248,193 | $43,923,912 | $39,255,670 | -$4,668,242 | -10.63% | |
| Geode Capital Management, Llc | 0.00% | 737,957 | $25,972,541 | $23,208,748 | -$2,763,793 | -10.64% | |
| Vanguard Portfolio Management Llc | 0.00% | 630,384 | $22,183,213 | $19,825,577 | -$2,357,636 | -10.63% | |
| Renaissance Technologies LLC | Jim Simons | 0.02% | 419,146 | $14,749,748 | $13,182,142 | -$1,567,606 | -10.63% |
| Charles Schwab Investment Management Inc | 0.00% | 360,385 | $12,681,948 | $11,334,108 | -$1,347,840 | -10.63% | |
| Two Sigma Investments, Lp | 0.01% | 348,461 | $12,262,343 | $10,959,098 | -$1,303,245 | -10.63% | |
| Northern Trust Corp | 0.00% | 342,761 | $12,061,760 | $10,779,833 | -$1,281,927 | -10.63% | |
| American Century Companies Inc | 0.01% | 338,886 | $11,925,398 | $10,657,965 | -$1,267,433 | -10.63% | |
| Bank Of New York Mellon Corp | 0.00% | 261,818 | $9,213,367 | $8,234,176 | -$979,191 | -10.63% | |
| Royal Bank Of Canada | 0.00% | 257,180 | $9,050,000 | $8,088,311 | -$961,689 | -10.63% | |
| Invesco Ltd. | 0.00% | 256,437 | $9,024,019 | $8,064,944 | -$959,075 | -10.63% | |
| Goldman Sachs Group Inc | 0.00% | 255,209 | $8,980,805 | $8,026,323 | -$954,482 | -10.63% | |
| Morgan Stanley | 0.00% | 229,982 | $8,093,107 | $7,232,934 | -$860,173 | -10.63% | |
| Hotchkis & Wiley Capital Management Llc | 0.02% | 206,150 | $7,254,419 | $6,483,418 | -$771,002 | -10.63% | |
| Aqr Capital Management Llc | 0.00% | 188,629 | $6,637,861 | $5,932,382 | -$705,479 | -10.63% | |
| Vanguard Fiduciary Trust Co | 0.00% | 188,255 | $6,624,693 | $5,920,620 | -$704,073 | -10.63% | |
| Jpmorgan Chase & Co | 0.00% | 162,584 | $5,674,182 | $5,113,267 | -$560,915 | -9.89% | |
| Bridgeway Capital Management, Llc | 0.09% | 151,664 | $5,337,056 | $4,769,833 | -$567,223 | -10.63% | |
| Mackenzie Financial Corp | 0.01% | 147,700 | $5,197,563 | $4,645,165 | -$552,398 | -10.63% | |
| Principal Financial Group Inc | 0.00% | 135,423 | $4,765,535 | $4,259,053 | -$506,482 | -10.63% | |
| Bank Of America Corp | 0.00% | 129,163 | $4,545,246 | $4,062,176 | -$483,070 | -10.63% | |
| Arrowstreet Capital, Limited Partnership | 0.00% | 120,629 | $4,244,935 | $3,793,782 | -$451,153 | -10.63% | |
| Third Avenue Management | Marty Whitman | 0.66% | 116,879 | $4,112,972 | $3,675,845 | -$437,127 | -10.63% |
| Empowered Funds, Llc | 0.02% | 113,411 | $3,990,933 | $3,566,776 | -$424,157 | -10.63% | |
| Public Sector Pension Investment Board | 0.01% | 95,826 | $3,372,117 | $3,013,728 | -$358,389 | -10.63% | |
| State Of New Jersey Common Pension Fund D | 0.01% | 92,388 | $3,251,134 | $2,905,603 | -$345,531 | -10.63% | |
| Nuveen, Llc | 0.00% | 86,335 | $3,038,129 | $2,715,236 | -$322,893 | -10.63% | |
| Citadel Advisors Llc | 0.00% | 84,790 | $2,983,760 | $2,666,646 | -$317,115 | -10.63% | |
| Ubs Group Ag | 0.00% | 77,958 | $2,743,342 | $2,451,779 | -$291,563 | -10.63% | |
| Price T Rowe Associates Inc | 0.00% | 74,486 | $2,622,000 | $2,342,585 | -$279,415 | -10.66% | |
| Parkway Wealth Management Group, Llc | 0.30% | 74,109 | $2,607,904 | $2,330,728 | -$277,176 | -10.63% | |
| Ameriprise Financial Inc | 0.00% | 72,308 | $2,544,519 | $2,274,087 | -$270,432 | -10.63% | |
| Rhumbline Advisers | 0.00% | 70,585 | $2,483,871 | $2,219,898 | -$263,973 | -10.63% | |
| Polaris Capital Management, Llc | 0.23% | 70,158 | $2,468,860 | $2,206,469 | -$262,391 | -10.63% | |
| Kestrel Investment Management Corp | 1.32% | 69,000 | $2,428,110 | $2,170,050 | -$258,060 | -10.63% | |
| Millennium Management Llc | 0.00% | 68,270 | $2,402,421 | $2,147,092 | -$255,330 | -10.63% | |
| Legal & General Group Plc | 0.00% | 60,698 | $2,134,405 | $1,908,952 | -$225,453 | -10.56% | |
| Wells Fargo & Company/Mn | 0.00% | 58,621 | $2,062,879 | $1,843,630 | -$219,249 | -10.63% | |
| Pingora Partners Llc | 1.20% | 58,375 | $2,054,216 | $1,835,894 | -$218,322 | -10.63% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 64,389 | $2,001,855 | $2,025,034 | +$23,179 | +1.16% | |
| Swiss National Bank | 0.00% | 56,718 | $1,995,906 | $1,783,781 | -$212,125 | -10.63% | |
| Fisher Asset Management, Llc | 0.00% | 53,630 | $1,887,239 | $1,686,664 | -$200,576 | -10.63% | |
| Quantinno Capital Management Lp | 0.00% | 47,845 | $1,683,676 | $1,504,725 | -$178,951 | -10.63% | |
| Royce & Associates Lp | 0.01% | 43,468 | $1,529,639 | $1,367,069 | -$162,570 | -10.63% | |
| Prudential Financial Inc | 0.00% | 41,738 | $1,468,760 | $1,312,660 | -$156,100 | -10.63% | |
| Pinnacle Associates Ltd | 0.02% | 41,574 | $1,462,989 | $1,307,502 | -$155,487 | -10.63% | |
| Campbell & Co Investment Adviser Llc | 0.08% | 40,982 | $1,442,157 | $1,288,884 | -$153,273 | -10.63% |
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.