SBSI · Southside Bancshares Inc · Holdings

$32.07 -0.02 (-0.06%) At close · Sep 11

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$955.94M

29.81M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 196

Total Value: $613,248,919

Total Shares: 17,426,849

Showing 1–100 of 197 holdings by value · page 1 of 2

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 196 13F filers · Δ vs Mar 31, 2026

Top Holder

24.5%

+0.3 pts

Top 5

51.6%

+0.7 pts

Top 10

63.7%

+0.2 pts

HHI

855

Broadly held+16

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: +12

Institutional value: +13.6%

Shares held: +0.3%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Large MACKENZIE FINANCIAL CORP	+74,971	147,700
Mega BlackRock, Inc.	+69,751	4,271,247
Mega VANGUARD PORTFOLIO MANAGEMENT LLC	+41,333	630,384
Mega AQR CAPITAL MANAGEMENT LLC	+35,446	188,629
Mega STATE STREET CORP	+34,564	1,328,182

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mega GOLDMAN SACHS GROUP INC	−100,195	255,209
Mega MORGAN STANLEY	−54,909	229,982
Mega TWO SIGMA INVESTMENTS, LP	−46,359	348,461
Mega JANE STREET GROUP, LLC	−37,397	330,500
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC	−29,482	360,385

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mid Y-Intercept (Hong Kong) Ltd	21,271	$748,526
Mega Jupiter Topco LLC	13,532	$476,191
Mid Quantbot Technologies LP	9,895	$348,205
Small Odyssean, LLC	9,226	$324,662
Mid Ameritas Advisory Services, LLC	9,186	$323,255

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Large ProShare Advisors LLC	207,364	$6,446,946
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP	15,966	$496,382
Large Tidal Investments LLC	15,267	$474,651
Mega JANUS HENDERSON GROUP PLC	13,532	$420,709
Large CWM, LLC	9,038	$280,991

Filter: New 23 Increased 83 Reduced 53 Sold out 11 Unchanged 37

Showing 100 of 197

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

BlackRock, Inc.

$150,305,175

24.51%

4,271,247

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BLACKROCK FINANCIAL MANAGEMENT INC/DE	22,032	$775,306	0.5%	Sole
BlackRock Investment Management (Australia) Ltd	100	$3,519	0.0%	Sole
BlackRock Asset Management Canada Ltd	193	$6,791	0.0%	Sole
BlackRock Investment Management, LLC	92,110	$3,241,350	2.2%	Sole
BLACKROCK ADVISORS LLC	63,707	$2,241,849	1.5%	Sole
BlackRock Fund Advisors	3,048,322	$107,270,451	71.4%	Sole
BlackRock Institutional Trust Company, N.A.	871,560	$30,670,196	20.4%	Sole
BlackRock Fund Managers Ltd.	3,468	$122,038	0.1%	Sole
BlackRock (Netherlands) B.V.	8,708	$306,434	0.2%	Sole
BlackRock Asset Management Ireland Ltd	66,390	$2,336,264	1.6%	Sole
BlackRock (Luxembourg) S.A.	1,927	$67,811	0.0%	Sole
BlackRock Asset Management Schweiz AG	3,741	$131,645	0.1%	Sole
Aperio Group, LLC	88,863	$3,127,088	2.1%	Sole
SpiderRock Advisors, LLC	126	$4,433	0.0%	Sole

DIMENSIONAL FUND ADVISORS LP

$49,505,711

8.07%

1,406,812

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Dimensional Fund Advisors Ltd.	4,757	$167,398	0.3%	Defined
DFA Australia Ltd.	10,416	$366,539	0.7%	Defined
Dimensional Fund Advisors Pte. Ltd.	483	$16,996	0.0%	Defined
Dimensional Ireland Ltd	58,421	$2,055,834	4.2%	Defined
Held directly	1,332,735	$46,898,944	94.7%	Sole

STATE STREET CORP

$46,738,724

7.62%

1,328,182

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STATE STREET GLOBAL ADVISORS EUROPE LIMITED joint	1,328,182	$46,738,724	100.0%	Defined

VANGUARD CAPITAL MANAGEMENT LLC

$43,923,911

7.16%

1,248,193

GEODE CAPITAL MANAGEMENT, LLC

$25,968,706

4.23%

737,957

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	106,182	$3,736,544	14.4%	Defined
Held directly	631,775	$22,232,162	85.6%	Defined

VANGUARD PORTFOLIO MANAGEMENT LLC

$22,183,212

3.62%

630,384

RENAISSANCE TECHNOLOGIES LLC

$14,749,747

2.41%

419,146

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$12,681,948

2.07%

360,385

TWO SIGMA INVESTMENTS, LP

$12,262,342

2.00%

348,461

NORTHERN TRUST CORP

$12,061,756

1.97%

342,761

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	306,806	$10,796,502	89.5%	Defined
NORTHERN TRUST GLOBAL INVESTMENTS LTD	22,101	$777,733	6.4%	Defined
MASON STREET ADVISORS, LLC joint	9,407	$331,032	2.7%	Other
DWS INVESTMENT MANAGEMENT AMERICAS, INC joint	4,447	$156,489	1.3%	Other

AMERICAN CENTURY COMPANIES INC

$11,925,398

1.94%

338,886

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
AMERICAN CENTURY INVESTMENT MANAGEMENT INC	338,886	$11,925,398	100.0%	Defined

JANE STREET GROUP, LLC

$11,630,295

1.90%

330,500

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	330,500	$11,630,295	100.0%	Defined

Bank of New York Mellon Corp

$9,213,372

1.50%

261,818

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BNY Mellon Trust of Delaware	125	$4,398	0.0%	Defined
Mellon Investments Corporation	184,229	$6,483,018	70.4%	Defined
BNY Mellon Investment Adviser, Inc.	22,430	$789,311	8.6%	Defined
The Bank of New York Mellon	54,363	$1,913,033	20.8%	Defined
BNY Mellon, NA joint	669	$23,542	0.3%	Defined
Held directly	2	$70	0.0%	Defined

ROYAL BANK OF CANADA

$9,050,163

1.48%

257,180

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC CMA LTD.	844	$29,700	0.3%	Defined
RBC Capital Markets, LLC	255,679	$8,997,344	99.4%	Defined
RBC Rochdale, LLC	109	$3,835	0.0%	Defined
Held directly	548	$19,284	0.2%	Sole

Invesco Ltd.

$9,024,016

1.47%

256,437

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Invesco Advisers, Inc. joint	10,744	$378,080	4.2%	Defined
Invesco Trust Co joint	11,432	$402,292	4.5%	Defined
Invesco Capital Management LLC	234,261	$8,243,644	91.4%	Defined

GOLDMAN SACHS GROUP INC

$8,980,803

1.46%

255,209

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	153,636	$5,406,450	60.2%	Defined
GOLDMAN SACHS ASSET MANAGEMENT, L.P.	101,573	$3,574,353	39.8%	Defined

MORGAN STANLEY

$8,093,061

1.32%

229,982

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO INTERNATIONAL PLC	78	$2,744	0.0%	Defined
MORGAN STANLEY & CO. LLC	13,729	$483,123	6.0%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	65,885	$2,318,493	28.6%	Defined
MORGAN STANLEY AIP GP LP	68	$2,392	0.0%	Defined
MORGAN STANLEY INVESTMENT MANAGEMENT INC	178	$6,263	0.1%	Defined
Morgan Stanley Investment Management LTD	2,512	$88,396	1.1%	Defined
MORGAN STANLEY SMITH BARNEY LLC	37,760	$1,328,774	16.4%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	109,772	$3,862,876	47.7%	Defined

HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC

$7,254,418

1.18%

206,150

AQR CAPITAL MANAGEMENT LLC

$6,637,851

1.08%

188,629

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Petros Family Wealth, LLC	34	$1,196	0.0%	Other
RF&L WEALTH MANAGEMENT, LLC	18	$633	0.0%	Other
Compound Planning, Inc.	15	$527	0.0%	Other
Arax Advisory Partners	1,418	$49,899	0.8%	Other
HALBERT HARGROVE GLOBAL ADVISORS, LLC	1,062	$37,371	0.6%	Other
Stokes Family Office, LLC	248	$8,727	0.1%	Other
Held directly	185,834	$6,539,498	98.5%	Defined

VANGUARD FIDUCIARY TRUST CO

$6,624,693

1.08%

188,255

JPMORGAN CHASE & CO

$5,721,330

0.93%

162,584

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
J.P. Morgan Trust Co of Delaware	132	$4,645	0.1%	Other
JPMorgan Chase Bank, N.A.	17,840	$627,789	11.0%	Defined
J.P. Morgan Investment Management Inc.	144,612	$5,088,896	88.9%	Defined

BRIDGEWAY CAPITAL MANAGEMENT, LLC

$5,337,056

0.87%

151,664

MACKENZIE FINANCIAL CORP

$5,197,563

0.85%

147,700

PRINCIPAL FINANCIAL GROUP INC

$4,765,534

0.78%

135,423

BANK OF AMERICA CORP /DE/

$4,545,245

0.74%

129,163

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	95,641	$3,365,606	74.0%	Defined
BOFA SECURITIES, INC.	33,522	$1,179,639	26.0%	Defined

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

$4,244,934

0.69%

120,629

THIRD AVENUE MANAGEMENT LLC

$4,112,972

0.67%

116,879

Empowered Funds, LLC

$3,990,932

0.65%

113,411

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Bridgeway Capital Management, LLC	107,864	$3,795,734	95.1%	Other
Sequoia Financial Group, LLC	5,547	$195,198	4.9%	Other

Public Sector Pension Investment Board

$3,372,116

0.55%

95,826

State of New Jersey Common Pension Fund D

$3,251,133

0.53%

92,388

Nuveen, LLC

$3,038,128

0.50%

86,335

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Nuveen Asset Management, LLC joint	25,803	$908,007	29.9%	Defined
TEACHERS ADVISORS, LLC joint	60,532	$2,130,121	70.1%	Defined

CITADEL ADVISORS LLC

$2,983,759

0.49%

84,790

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	68,480	$2,409,811	80.8%	Defined
Held directly	16,310	$573,948	19.2%	Defined

UBS Group AG

$2,743,340

0.45%

77,958

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	15,047	$529,503	19.3%	Defined
UBS AG	32,412	$1,140,578	41.6%	Defined
UBS Europe SE	30,499	$1,073,259	39.1%	Defined

PRICE T ROWE ASSOCIATES INC /MD/

$2,621,162

0.43%

74,486

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
T. Rowe Price International Ltd	74,486	$2,621,162	100.0%	Defined

Parkway Wealth Management Group, LLC

$2,607,895

0.43%

74,109

AMERIPRISE FINANCIAL INC

$2,544,518

0.41%

72,308

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Columbia Management Investment Advisers, LLC	72,308	$2,544,518	100.0%	Defined

RHUMBLINE ADVISERS

$2,483,886

0.41%

70,585

Polaris Capital Management, LLC

$2,468,860

0.40%

70,158

KESTREL INVESTMENT MANAGEMENT CORP

$2,428,110

0.40%

69,000

MILLENNIUM MANAGEMENT LLC

$2,402,421

0.39%

68,270

Creative Planning

$2,241,215

0.37%

63,689

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
CREATIVE PLANNING TRUST Co LLC	311	$10,944	0.5%	Defined
Held directly	63,378	$2,230,271	99.5%	Sole

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

$2,232,521

0.36%

63,442

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Group AG	2,363	$83,153	3.7%	Defined
UBS Asset Management Switzerland AG	51,541	$1,813,727	81.2%	Defined
UBS Asset Management (UK) Ltd.	9,538	$335,641	15.0%	Other

Legal & General Group Plc

$2,135,962

0.35%

60,698

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Legal & General Investment Management America Inc	42,995	$1,512,994	70.8%	Defined
Legal & General Investment Management Ltd joint	17,703	$622,968	29.2%	Defined

WELLS FARGO & COMPANY/MN

$2,062,871

0.34%

58,621

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO BANK N A	24,726	$870,107	42.2%	Defined
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	9,234	$324,944	15.8%	Defined
WELLS FARGO CLEARING SERVICES, LLC	24,661	$867,820	42.1%	Defined

Pingora Partners LLC

$2,054,216

0.33%

58,375

Swiss National Bank

$1,995,906

0.33%

56,718

Fisher Asset Management, LLC

$1,887,239

0.31%

53,630

Quantinno Capital Management LP

$1,683,665

0.27%

47,845

ROYCE & ASSOCIATES LP

$1,529,638

0.25%

43,468

PRUDENTIAL FINANCIAL INC

$1,468,760

0.24%

41,738

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PGIM Quantitative Solutions LLC	41,738	$1,468,760	100.0%	Defined

PINNACLE ASSOCIATES LTD

$1,462,989

0.24%

41,574

Campbell & CO Investment Adviser LLC

$1,442,156

0.24%

40,982

Universal- Beteiligungs- und Servicegesellschaft mbH

$1,401,195

0.23%

39,818

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Universal-Investment-Gesellschaft mbH	39,818	$1,401,195	100.0%	Defined

CITADEL ADVISORS LLC

$1,249,245

0.20%

35,500

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	35,500	$1,249,245	100.0%	Defined

ALLIANCEBERNSTEIN L.P.

$1,217,222

0.20%

34,590

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Equitable Holdings, Inc.	34,590	$1,217,222	100.0%	Defined

CAPTRUST FINANCIAL ADVISORS

$1,116,402

0.18%

31,725

DEUTSCHE BANK AG\

$1,106,478

0.18%

31,443

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
DWS INVESTMENT MANAGEMENT AMERICAS, INC	96	$3,378	0.3%	Defined
DWS Investments UK Ltd	31,347	$1,103,100	99.7%	Defined

Zurcher Kantonalbank (Zurich Cantonalbank)

$1,021,213

0.17%

29,020

CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM

$939,080

0.15%

26,686

WEDGE CAPITAL MANAGEMENT L L P/NC

$885,274

0.14%

25,157

CANADA LIFE ASSURANCE Co

$869,650

0.14%

24,713

Solutions 4 Wealth, Ltd

$853,075

0.14%

24,242

CITIGROUP INC

$824,922

0.13%

23,442

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citibank, N.A. joint	2,221	$78,156	9.5%	Defined
Citigroup Financial Products Inc. joint	21,221	$746,766	90.5%	Defined

LPL Financial LLC

$799,763

0.13%

22,727

Vanguard Global Advisers, LLC

$763,763

0.12%

21,704

Y-Intercept (Hong Kong) Ltd

$748,526

0.12%

21,271

Squarepoint Ops LLC

$746,415

0.12%

21,211

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Squarepoint Capital LLP	21,211	$746,415	100.0%	Defined

IEQ CAPITAL, LLC

$705,313

0.12%

20,043

Hennion & Walsh Asset Management, Inc.

$693,946

0.11%

19,720

Inspire Investing, LLC

$682,122

0.11%

19,384

FRANKLIN RESOURCES INC

$673,289

0.11%

19,133

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Brandywine Global Investment Management, LLC	18,717	$658,651	97.8%	Defined
FIDUCIARY TRUST CO INTERNATIONAL	29	$1,020	0.2%	Defined
FIDUCIARY TRUST INTERNATIONAL LLC	387	$13,618	2.0%	Defined

Thrivent Financial for Lutherans

$646,264

0.11%

18,365

VANGUARD ASSET MANAGEMENT, Ltd

$641,865

0.10%

18,240

TEACHER RETIREMENT SYSTEM OF TEXAS

$618,041

0.10%

17,563

MetLife Investment Management, LLC

$598,863

0.10%

17,018

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
METLIFE INC	17,018	$598,863	100.0%	Defined

State of Tennessee, Department of Treasury

$561,843

0.09%

15,966

HighTower Advisors, LLC

$554,664

0.09%

15,762

Russell Investments Group, Ltd.

$553,890

0.09%

15,740

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Russell Investment Management, LLC	15,740	$553,890	100.0%	Defined

Mariner, LLC

$539,849

0.09%

15,341

FIFTH THIRD BANCORP

$532,776

0.09%

15,140

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fifth Third Bank, National Association	15,140	$532,776	100.0%	Defined

Illinois Municipal Retirement Fund

$531,544

0.09%

15,105

BAYVIEW ASSET MANAGEMENT, LLC

$527,850

0.09%

15,000

HRT FINANCIAL LP

$520,495

0.08%

14,791

SEI INVESTMENTS CO

$519,228

0.08%

14,755

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SEI INVESTMENTS MANAGEMENT CORP	4,817	$169,510	32.6%	Sole
SEI TRUST CO	9,938	$349,718	67.4%	Sole

Jupiter Topco LLC

$476,191

0.08%

13,532

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
JANUS HENDERSON INVESTORS UK Ltd	13,532	$476,191	100.0%	Defined

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

$472,144

0.08%

13,417

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Global X Management CO LLC joint	13,417	$472,144	100.0%	Defined

Louisiana State Employees Retirement System

$432,837

0.07%

12,300

SG Americas Securities, LLC

$429,529

0.07%

12,206

NewEdge Advisors, LLC

$419,394

0.07%

11,918

Redwood Family Wealth LLC

$393,494

0.06%

11,182

Focus Partners Wealth

$381,741

0.06%

10,848

SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC

$379,242

0.06%

10,777

MERCER GLOBAL ADVISORS INC /ADV

$378,538

0.06%

10,757

Bill Few Associates, Inc.

$367,524

0.06%

10,444

State of Alaska, Department of Revenue

$366,714

0.06%

10,421

NAPLES GLOBAL ADVISORS, LLC

$359,254

0.06%

10,209

Vanguard Investments Australia, Ltd.

$356,017

0.06%

10,117

BARCLAYS PLC

$350,421

0.06%

9,958

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS BANK PLC	9,423	$331,595	94.6%	Defined
BARCLAYS CAPITAL INC.	535	$18,826	5.4%	Defined

Quantbot Technologies LP

$348,205

0.06%

9,895

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Manager 1	9,895	$348,205	100.0%	Sole

Gibson Wealth Advisors LLC

$346,832

0.06%

9,856

Key facts CIK 705432 CUSIP 84470P109 13F (30d) 50 filings 50 filers Visit website Investor relations