Southside Bancshares SBSI Institutional Ownership

NYSE SBSI

$30.48 +0.40 (+1.33%)

At close: Oct 1, 2026 · 4:00 PM EDT

Institutions by Trading Activity

195 Institutions

Increased 106 54.4%

Unchanged 38 19.5%

Reduced 51 26.2%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

58.53%

▲+1.17 pp QoQ

Shares Held by Institutions

17.42Mn

of 29.77Mn outstanding

▲+4.09% QoQ

Shares Outstanding

29.77Mn

12.35Mn held outside 13F filers

Institutional Investors

195

filed 13F for Jun 2026

▲+11 vs prior quarter

Net Shares Added (QoQ)

+684.04K

accumulated since last quarter

Value of Holdings

$523.74Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Southside Bancshares Inc (NYSE:SBSI) has 195 institutional investors with active 13F positions as of June 2026.

Their combined ownership stood at 58.5% of outstanding shares in June 2026, up from 57.4% in March 2026.
Their total shares held in SBSI increased 4.09% quarter over quarter, and separately, investors owning Southside Bancshares increased 12.07% from a year ago.
Activity in SBSI broke down as 106 buyers, 51 sellers, and 38 unchanged among 195 total holders.
Altogether, these fund groups held 17.42Mn shares in SBSI by June 2026, up by 684.04K shares quarter on quarter, and up 570.47K shares year over year.
As of June 30, 2026, BlackRock, Inc. held the largest stake in Southside Bancshares with 4.27Mn shares, accounting for 14.35% of total shares outstanding.
The largest buyers of Southside Bancshares for the quarter ending June 2026 were Sixth Street Partners Management Company, L.P. (360.38K), MACKENZIE FINANCIAL CORP (74.97K), BlackRock, Inc. (69.75K), VANGUARD PORTFOLIO MANAGEMENT LLC (41.33K), AQR CAPITAL MANAGEMENT LLC (35.45K).
Leading sellers of Southside Bancshares shares for the quarter ending June 2026 were Goldman Sachs Group Inc (100.2K), Morgan Stanley (54.91K), TWO SIGMA INVESTMENTS, LP (46.36K), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (29.48K), RENAISSANCE TECHNOLOGIES LLC (21.0K).
Per Business Quant data, the top 10 holders of Southside Bancshares for the quarter ending June 2026 are BlackRock, Inc. (4.27Mn), DIMENSIONAL FUND ADVISORS LP (1.41Mn), State Street Corp (1.33Mn), VANGUARD CAPITAL MANAGEMENT LLC (1.25Mn), GEODE CAPITAL MANAGEMENT, LLC (737.96K), VANGUARD PORTFOLIO MANAGEMENT LLC (630.38K), RENAISSANCE TECHNOLOGIES LLC (419.15K), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (360.38K), Sixth Street Partners Management Company, L.P. (360.38K), TWO SIGMA INVESTMENTS, LP (348.46K).

Form 13F Holdings

195 Institutional Holders

Report period 30 Jun, 2026

Total shares held 17.42Mn

Of outstanding 58.53%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	4,271,247	14.35%	▲69,751	+1.66%	$150.31Mn
2	DIMENSIONAL FUND ADVISORS LP	0000354204	1,406,812	4.73%	▲22,067	+1.59%	$49.51Mn
3	State Street Corp	0000093751	1,328,182	4.46%	▲34,564	+2.67%	$46.74Mn
4	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	1,248,193	4.19%	▲11,072	+0.89%	$43.92Mn
5	GEODE CAPITAL MANAGEMENT, LLC	0001214717	737,957	2.48%	▲16,543	+2.29%	$25.97Mn
6	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	630,384	2.12%	▲41,333	+7.02%	$22.18Mn
7	RENAISSANCE TECHNOLOGIES LLC	0001037389	419,146	1.41%	▼21,000	-4.77%	$14.75Mn
8	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	360,385	1.21%	▼29,482	-7.56%	$12.68Mn
8	Sixth Street Partners Management Company, L.P.	0001812095	360,385	1.21%	▲360,385	0.00%	$12.68Mn
9	TWO SIGMA INVESTMENTS, LP	0001179392	348,461	1.17%	▼46,359	-11.74%	$12.26Mn
10	Northern Trust Corp	0000073124	342,761	1.15%	▲23,535	+7.37%	$12.06Mn
11	AMERICAN CENTURY COMPANIES INC	0000748054	338,886	1.14%	▼4,440	-1.29%	$11.93Mn
12	Bank of New York Mellon Corp	0001390777	261,818	0.88%	▲10,054	+3.99%	$9.21Mn
13	Royal Bank Of Canada	0001000275	257,180	0.86%	▼3,748	-1.44%	$9.05Mn
14	Invesco Ltd.	0000914208	256,437	0.86%	▲2,521	+0.99%	$9.02Mn
15	Goldman Sachs Group Inc	0000886982	255,209	0.86%	▼100,195	-28.19%	$8.98Mn
16	Morgan Stanley	0000895421	229,982	0.77%	▼54,909	-19.27%	$8.09Mn
17	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0001164833	206,150	0.69%	▲1,400	+0.68%	$7.25Mn
18	AQR CAPITAL MANAGEMENT LLC	0001167557	188,629	0.63%	▲35,446	+23.14%	$6.64Mn
19	VANGUARD FIDUCIARY TRUST CO	0000933478	188,255	0.63%	▲9,493	+5.31%	$6.62Mn

Showing 1 to 20 of 195 holders