Southside Bancshares SBSI Institutional Ownership

NYSE SBSI

$31.65 +0.85 (+2.78%)

As of: Oct 22, 2026 · 3:59 PM EDT

Institutions by Trading Activity

195 Institutions

Increased 105 53.8%

Unchanged 39 20.0%

Reduced 51 26.2%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

57.24%

▼-0.08 pp QoQ

Shares Held by Institutions

17.06Mn

of 29.81Mn outstanding

▲+0.04% QoQ

Shares Outstanding

29.81Mn

12.75Mn held outside 13F filers

Institutional Investors

195

filed 13F for Jun 2026

▲+10 vs prior quarter

Net Shares Added (QoQ)

+7.58K

accumulated since last quarter

Value of Holdings

$526.05Mn

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

Updated Oct 21, 2026

Southside Bancshares Inc (NYSE:SBSI) appeared in the 13F filings of 195 institutional investors for the quarter ended June 30, 2026.

These investors held 57.24% of outstanding shares in Q2 2026, down from 57.33% the quarter before.
Total shares held in Southside Bancshares rose 0.04% versus Q1 2026, while the number of holders rose 12.72% versus Q2 2025.
Of the 195 holders of SBSI in Q2 2026, 105 added to their positions, 51 reduced their stakes and 39 left their positions unchanged.
In total, institutional investors held 17.06Mn shares of Southside Bancshares at the end of Q2 2026, up 7.58K from the prior quarter and up 210.15K from a year earlier.
As of June 30, 2026, BlackRock, Inc. held the largest stake in Southside Bancshares with 4.27Mn shares, or 14.33% of shares outstanding.
Among holders that already owned Southside Bancshares, the biggest buyers in Q2 2026 were Mackenzie Financial Corp (+74.97K shares), BlackRock, Inc. (+69.75K shares), Vanguard Portfolio Management LLC (+41.33K shares), AQR Capital Management LLC (+35.45K shares) and State Street Corp (+34.56K shares).
Holders that trimmed the most shares of Southside Bancshares in Q2 2026 while keeping a position were Goldman Sachs Group Inc (-100.19K shares), Morgan Stanley (-54.91K shares), Two Sigma Investments, LP (-46.36K shares), Charles Schwab Investment Management Inc (-29.48K shares) and Renaissance Technologies LLC (-21K shares).
Per Business Quant data, the 10 largest holders of Southside Bancshares at the end of Q2 2026 were BlackRock, Inc. (4.27Mn shares), Dimensional Fund Advisors LP (1.41Mn shares), State Street Corp (1.33Mn shares), Vanguard Capital Management LLC (1.25Mn shares), Geode Capital Management, LLC (737.96K shares), Vanguard Portfolio Management LLC (630.38K shares), Renaissance Technologies LLC (419.15K shares), Charles Schwab Investment Management Inc (360.38K shares), Two Sigma Investments, LP (348.46K shares) and Northern Trust Corp (342.76K shares).

Form 13F Holdings

195 Institutional Holders

Report period 30 Jun, 2026

Total shares held 17.06Mn

Of outstanding 57.24%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	4,271,247	14.33%	▲69,751	+1.66%	$150.31Mn
2	DIMENSIONAL FUND ADVISORS LP	0000354204	1,406,812	4.72%	▲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	2.11%	▲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
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
20	Jpmorgan Chase & Co	0000019617	162,584	0.55%	▼14,674	-8.28%	$5.67Mn

Showing 1 to 20 of 195 holders