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SBSI · Southside Bancshares Inc

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$32.35 -0.38 (-1.16%)
Market Cap
$975.62M
Shares
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.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 188
Total Value: $524,021,052
Total Shares: 16,810,841
Showing 1–100 of 189 holdings by value · page 1 of 2

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 183 13F filers
Top Holder
25.0%
Jun 2023 → Mar 2026 · range 23.8% – 26.5%
of institutional value
Top 5
52.7%
Jun 2023 → Mar 2026 · range 52.7% – 58.2%
of institutional value
Top 10
64.3%
Jun 2023 → Mar 2026 · range 64.3% – 69.4%
of institutional value
HHI
886
Jun 2023 → Mar 2026 · range 886 – 1,041
Broadly held
Showing 100 of 189
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mega BlackRock, Inc. $130,624,504 24.93% 4,201,496
Mega DIMENSIONAL FUND ADVISORS LP $43,051,719 8.22% 1,384,745
Mega STATE STREET CORP $40,218,583 7.67% 1,293,618
Mega VANGUARD CAPITAL MANAGEMENT LLC $38,462,091 7.34% 1,237,121
Mega GEODE CAPITAL MANAGEMENT, LLC $22,428,760 4.28% 721,414
Large RENAISSANCE TECHNOLOGIES LLC $13,684,139 2.61% 440,146
Mega TWO SIGMA INVESTMENTS, LP $12,274,953 2.34% 394,820
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $12,120,965 2.31% 389,867
Mega GOLDMAN SACHS GROUP INC $11,049,510 2.11% 355,404
Mega AMERICAN CENTURY COMPANIES INC $10,674,005 2.04% 343,326
Mega JANE STREET GROUP, LLC $9,967,454 1.90% 320,600
Mega NORTHERN TRUST CORP Bank $9,924,733 1.89% 319,226
Mega MORGAN STANLEY $8,857,256 1.69% 284,891
Mega ROYAL BANK OF CANADA Bank $8,112,250 1.55% 260,928
Mega Invesco Ltd. $7,894,246 1.51% 253,916
Mega Bank of New York Mellon Corp Bank $7,827,340 1.49% 251,764
Large ProShare Advisors LLC $6,446,946 1.23% 207,364
Large HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $6,365,677 1.21% 204,750
Mega VANGUARD FIDUCIARY TRUST CO Bank $5,557,710 1.06% 178,762
Mega JPMORGAN CHASE & CO $5,510,950 1.05% 177,258
Mega AQR CAPITAL MANAGEMENT LLC $4,762,456 0.91% 153,183
Mid BRIDGEWAY CAPITAL MANAGEMENT, LLC $4,480,006 0.85% 144,098
Mega PRINCIPAL FINANCIAL GROUP INC $4,223,327 0.81% 135,842
Mega BANK OF AMERICA CORP /DE/ Bank $3,896,789 0.74% 125,339
Small THIRD AVENUE MANAGEMENT LLC $3,633,768 0.69% 116,879
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $3,579,453 0.68% 115,132
Large Empowered Funds, LLC $3,118,264 0.60% 100,298
Large Public Sector Pension Investment Board Pension $3,106,232 0.59% 99,911
Mega CITADEL ADVISORS LLC $2,955,507 0.56% 95,063
Large State of New Jersey Common Pension Fund D Pension $2,872,342 0.55% 92,388
Mega UBS Group AG $2,841,252 0.54% 91,388
Small Parkway Wealth Management Group, LLC $2,607,895 0.50% 74,109
Mega RHUMBLINE ADVISERS $2,504,983 0.48% 80,572
Mid Polaris Capital Management, LLC $2,468,860 0.47% 70,158
Large MACKENZIE FINANCIAL CORP $2,261,144 0.43% 72,729
Mega AMERIPRISE FINANCIAL INC $2,206,115 0.42% 70,959
Small KESTREL INVESTMENT MANAGEMENT CORP $2,145,210 0.41% 69,000
Mega Legal & General Group Plc $2,046,342 0.39% 65,820
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $2,001,851 0.38% 64,389
Large Creative Planning $1,985,345 0.38% 63,858
Small Pingora Partners LLC $1,919,652 0.37% 61,745
Mega Nuveen, LLC $1,917,164 0.37% 61,665
Mega MILLENNIUM MANAGEMENT LLC $1,804,556 0.34% 58,043
Mega PRICE T ROWE ASSOCIATES INC /MD/ $1,786,773 0.34% 57,471
Mega Swiss National Bank Bank $1,735,381 0.33% 55,818
Mega Fisher Asset Management, LLC $1,667,356 0.32% 53,630
Mega JANE STREET GROUP, LLC $1,470,463 0.28% 47,297
Mid ROYCE & ASSOCIATES LP $1,467,634 0.28% 47,206
Mega WELLS FARGO & COMPANY/MN $1,328,288 0.25% 42,724
Large PRUDENTIAL FINANCIAL INC $1,286,442 0.25% 41,378
Mid PINNACLE ASSOCIATES LTD $1,264,430 0.24% 40,670
Large Universal- Beteiligungs- und Servicegesellschaft mbH $1,219,443 0.23% 39,223
Large Quantinno Capital Management LP $1,177,533 0.22% 37,875
Mid Campbell & CO Investment Adviser LLC $1,073,164 0.20% 34,518
Large CAPTRUST FINANCIAL ADVISORS $967,769 0.18% 31,128
Mega DEUTSCHE BANK AG\ Bank $936,461 0.18% 30,121
Mid WEDGE CAPITAL MANAGEMENT L L P/NC $885,274 0.17% 25,157
Mega ALLIANCEBERNSTEIN L.P. $874,872 0.17% 28,140
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $818,568 0.16% 26,329
Large CANADA LIFE ASSURANCE Co Insurance $763,974 0.15% 24,573
Micro Solutions 4 Wealth, Ltd $753,683 0.14% 24,242
Mid Y-Intercept (Hong Kong) Ltd $748,526 0.14% 21,271
Mid Hennion & Walsh Asset Management, Inc. $693,946 0.13% 19,720
Large Squarepoint Ops LLC $682,425 0.13% 21,950
Mega Vanguard Global Advisers, LLC $642,008 0.12% 20,650
Large SEI INVESTMENTS CO $640,391 0.12% 20,598
Large Thrivent Financial for Lutherans $579,797 0.11% 18,649
Mega FRANKLIN RESOURCES INC $570,624 0.11% 18,354
Mega VANGUARD ASSET MANAGEMENT, Ltd $567,081 0.11% 18,240
Mega CITIGROUP INC $545,907 0.10% 17,559
Large MetLife Investment Management, LLC $528,343 0.10% 16,994
Small Inspire Investing, LLC $514,135 0.10% 16,537
Large FIFTH THIRD BANCORP Bank $514,104 0.10% 16,536
Large HighTower Advisors, LLC $505,181 0.10% 16,249
Mega LPL Financial LLC $498,030 0.10% 16,019
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $496,382 0.09% 15,966
Mid Illinois Municipal Retirement Fund Pension $481,242 0.09% 15,479
Large Tidal Investments LLC $474,651 0.09% 15,267
Small BAYVIEW ASSET MANAGEMENT, LLC $466,350 0.09% 15,000
Large IEQ CAPITAL, LLC $448,566 0.09% 14,428
Large Zurcher Kantonalbank (Zurich Cantonalbank) Bank $440,203 0.08% 14,159
Mid Louisiana State Employees Retirement System Pension $432,837 0.08% 12,300
Large TEACHER RETIREMENT SYSTEM OF TEXAS Pension $431,125 0.08% 13,867
Small Pinnacle Wealth Management Advisory Group, LLC $423,725 0.08% 13,629
Large Mariner, LLC $423,103 0.08% 13,609
Large MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Mutual Fund $422,295 0.08% 13,583
Mega JANUS HENDERSON GROUP PLC $420,709 0.08% 13,532
Large Rafferty Asset Management, LLC $419,715 0.08% 13,500
Large NewEdge Advisors, LLC $368,696 0.07% 11,859
Mega BARCLAYS PLC $368,695 0.07% 11,859
Small Bill Few Associates, Inc. $367,524 0.07% 10,444
Mid State of Alaska, Department of Revenue $366,714 0.07% 10,421
Mid NAPLES GLOBAL ADVISORS, LLC $359,254 0.07% 10,209
Micro Redwood Family Wealth LLC $352,000 0.07% 11,322
Large State of Tennessee, Department of Treasury $351,907 0.07% 11,319
Large HRT FINANCIAL LP $351,814 0.07% 11,316
Large Focus Partners Wealth $350,384 0.07% 11,270
Micro Gibson Wealth Advisors LLC $346,832 0.07% 9,856
Small JAMISON PRIVATE WEALTH MANAGEMENT, INC. $319,630 0.06% 9,083
Large Vanguard Investments Australia, Ltd. $314,537 0.06% 10,117
Key facts CIK 705432 CUSIP 84470P109 13F (30d) 38 filings 38 filers Visit website Investor relations

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