SOUTHSIDE BANCSHARES INC (SBSI) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $520.38M 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 $139.28M, representing an estimated gain of +6.63% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 66% 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
179
Total Reported Value
$520.38M
Largest Holder
Blackrock, Inc.
Largest Position
$130.62M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
173
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 | $139,279,592 | +$8,655,066 | +6.63% | |
| Dimensional Fund Advisors Lp | 0.01% | 1,384,745 | $43,051,002 | $45,904,297 | +$2,853,295 | +6.63% | |
| State Street Corp | 0.00% | 1,293,618 | $40,218,584 | $42,883,437 | +$2,664,853 | +6.63% | |
| Vanguard Capital Management Llc | 0.00% | 1,237,121 | $38,462,092 | $41,010,561 | +$2,548,469 | +6.63% | |
| Geode Capital Management, Llc | 0.00% | 721,414 | $22,430,215 | $23,914,874 | +$1,484,659 | +6.62% | |
| Vanguard Portfolio Management Llc | 0.00% | 589,051 | $18,313,596 | $19,527,041 | +$1,213,445 | +6.63% | |
| Renaissance Technologies LLC | Jim Simons | 0.02% | 440,146 | $13,684,139 | $14,590,840 | +$906,701 | +6.63% |
| Two Sigma Investments, Lp | 0.01% | 394,820 | $12,274,954 | $13,088,283 | +$813,329 | +6.63% | |
| Charles Schwab Investment Management Inc | 0.00% | 389,867 | $12,120,965 | $12,924,091 | +$803,126 | +6.63% | |
| Goldman Sachs Group Inc | 0.00% | 355,404 | $11,049,510 | $11,781,643 | +$732,133 | +6.63% | |
| American Century Companies Inc | 0.01% | 343,326 | $10,674,005 | $11,381,257 | +$707,252 | +6.63% | |
| Northern Trust Corp | 0.00% | 319,226 | $9,924,736 | $10,582,342 | +$657,606 | +6.63% | |
| Morgan Stanley | 0.00% | 284,891 | $8,857,307 | $9,444,137 | +$586,830 | +6.63% | |
| Royal Bank Of Canada | 0.00% | 260,928 | $8,112,000 | $8,649,763 | +$537,763 | +6.63% | |
| Invesco Ltd. | 0.00% | 253,916 | $7,894,248 | $8,417,315 | +$523,067 | +6.63% | |
| Bank Of New York Mellon Corp | 0.00% | 251,764 | $7,827,330 | $8,345,977 | +$518,647 | +6.63% | |
| Proshare Advisors Llc | 0.01% | 207,364 | $6,446,948 | $6,874,117 | +$427,169 | +6.63% | |
| Hotchkis & Wiley Capital Management Llc | 0.02% | 204,750 | $6,365,678 | $6,787,463 | +$421,785 | +6.63% | |
| Vanguard Fiduciary Trust Co | 0.00% | 178,762 | $5,557,711 | $5,925,960 | +$368,249 | +6.63% | |
| Aqr Capital Management Llc | 0.00% | 153,183 | $4,762,462 | $5,078,016 | +$315,554 | +6.63% | |
| Bridgeway Capital Management, Llc | 0.09% | 144,098 | $4,480,007 | $4,776,849 | +$296,842 | +6.63% | |
| Principal Financial Group Inc | 0.00% | 135,842 | $4,223,328 | $4,503,162 | +$279,834 | +6.63% | |
| Bank Of America Corp | 0.00% | 125,339 | $3,896,789 | $4,154,988 | +$258,199 | +6.63% | |
| Third Avenue Management | Marty Whitman | 0.59% | 116,879 | $3,633,768 | $3,874,539 | +$240,771 | +6.63% |
| Arrowstreet Capital, Limited Partnership | 0.00% | 115,132 | $3,579,454 | $3,816,626 | +$237,172 | +6.63% | |
| Empowered Funds, Llc | 0.02% | 100,298 | $3,118,265 | $3,324,879 | +$206,614 | +6.63% | |
| Public Sector Pension Investment Board | 0.01% | 99,911 | $3,106,233 | $3,312,050 | +$205,817 | +6.63% | |
| Citadel Advisors Llc | 0.00% | 95,063 | $2,955,509 | $3,151,338 | +$195,829 | +6.63% | |
| State Of New Jersey Common Pension Fund D | 0.01% | 92,388 | $2,872,343 | $3,062,662 | +$190,319 | +6.63% | |
| Ubs Group Ag | 0.00% | 91,388 | $2,841,253 | $3,029,512 | +$188,259 | +6.63% | |
| Rhumbline Advisers | 0.00% | 80,572 | $2,504,968 | $2,670,962 | +$165,994 | +6.63% | |
| Parkway Wealth Management Group, Llc | 0.31% | 74,105 | $2,464,001 | $2,456,581 | -$7,420 | -0.30% | |
| Mackenzie Financial Corp | 0.00% | 72,729 | $2,261,145 | $2,410,966 | +$149,821 | +6.63% | |
| Ameriprise Financial Inc | 0.00% | 70,959 | $2,206,116 | $2,352,291 | +$146,175 | +6.63% | |
| Kestrel Investment Management Corp | 1.28% | 69,000 | $2,145,210 | $2,287,350 | +$142,140 | +6.63% | |
| Legal & General Group Plc | 0.00% | 65,820 | $2,043,781 | $2,181,933 | +$138,152 | +6.76% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 64,389 | $2,001,855 | $2,134,495 | +$132,640 | +6.63% | |
| Creative Planning | 0.00% | 63,858 | $1,985,345 | $2,116,893 | +$131,548 | +6.63% | |
| Polaris Capital Management, Llc | 0.16% | 62,944 | $1,956,929 | $2,086,594 | +$129,665 | +6.63% | |
| Pingora Partners Llc | 1.14% | 61,745 | $1,919,652 | $2,046,847 | +$127,195 | +6.63% | |
| Nuveen, Llc | 0.00% | 61,665 | $1,917,164 | $2,044,195 | +$127,031 | +6.63% | |
| Millennium Management Llc | 0.00% | 58,043 | $1,804,557 | $1,924,125 | +$119,568 | +6.63% | |
| Swiss National Bank | 0.00% | 55,818 | $1,735,382 | $1,850,367 | +$114,985 | +6.63% | |
| Fisher Asset Management, Llc | 0.00% | 53,630 | $1,667,356 | $1,777,835 | +$110,479 | +6.63% | |
| Jane Street Group, Llc | 0.00% | 47,297 | $1,470,463 | $1,567,896 | +$97,433 | +6.63% | |
| Royce & Associates Lp | 0.01% | 47,206 | $1,467,635 | $1,564,879 | +$97,244 | +6.63% | |
| Wells Fargo & Company/Mn | 0.00% | 42,724 | $1,328,286 | $1,416,301 | +$88,015 | +6.63% | |
| Prudential Financial Inc | 0.00% | 41,378 | $1,286,442 | $1,371,681 | +$85,239 | +6.63% | |
| Pinnacle Associates Ltd | 0.02% | 40,670 | $1,264,430 | $1,348,211 | +$83,781 | +6.63% | |
| Universal- Beteiligungs- Und Servicegesellschaft Mbh | 0.00% | 39,223 | $1,219,443 | $1,300,242 | +$80,799 | +6.63% |
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.