SOUTHSIDE BANCSHARES INC (SBSI)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
183
Reporting holders
$622.6M
Reported value
58.2%
Of shares outstanding
2.1%
Held as options
+16
Holder change
Institutions report 17,333,571 shares against 29,807,980 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $150.3M | 4,271,247 | 0.00% | 8q | +1.7%+$2.5M |
| DIMENSIONAL FUND ADVISORS LP | $49.5M | 1,406,812 | 0.01% | 31q | +1.6%+$776.5K |
| STATE STREET CORP | $46.7M | 1,328,182 | 0.00% | 31q | +2.7%+$1.2M |
| VANGUARD CAPITAL MANAGEMENT LLC | $43.9M | 1,248,193 | 0.00% | 2q | +0.9%+$389.6K |
| GEODE CAPITAL MANAGEMENT, LLC | $26.0M | 737,957 | 0.00% | 31q | +2.3%+$582.2K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $22.2M | 630,384 | 0.00% | 2q | +7.0%+$1.5M |
| RENAISSANCE TECHNOLOGIES LLC | $14.7M | 419,146 | 0.02% | 31q | -4.8%-$739.0K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $12.7M | 360,385 | 0.00% | 31q | -7.6%-$1.0M |
| Sixth Street Partners Management Company, L.P. | $12.7M | 360,385 | 0.00% | new | NEW |
| TWO SIGMA INVESTMENTS, LP | $12.3M | 348,461 | 0.01% | 17q | -11.7%-$1.6M |
| NORTHERN TRUST CORP | $12.1M | 342,761 | 0.00% | 31q | +7.4%+$828.2K |
| AMERICAN CENTURY COMPANIES INC | $11.9M | 338,886 | 0.01% | 21q | -1.3%-$156.2K |
| JANE STREET GROUP, LLC | $11.6M | options only | 0.00% | 2q | OPTIONS |
| Bank of New York Mellon Corp | $9.2M | 261,818 | 0.00% | 31q | +4.0%+$353.8K |
| ROYAL BANK OF CANADA | $9.1M | 257,180 | 0.00% | 31q | -1.4%-$131.9K |
| Invesco Ltd. | $9.0M | 256,437 | 0.00% | 31q | +1.0%+$88.7K |
| GOLDMAN SACHS GROUP INC | $9.0M | 255,209 | 0.00% | 31q | -28.2%-$3.5M |
| MORGAN STANLEY | $8.1M | 229,982 | 0.00% | 35q | -19.3%-$1.9M |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $7.3M | 206,150 | 0.02% | 2q | +0.7%+$49.3K |
| Public Sector Pension Investment Board | $6.7M | 191,652 | 0.01% | 31q | +91.8%+$3.2M |
| AQR CAPITAL MANAGEMENT LLC | $6.6M | 188,629 | 0.00% | 12q | +23.1%+$1.2M |
| VANGUARD FIDUCIARY TRUST CO | $6.6M | 188,255 | 0.00% | 2q | +5.3%+$334.1K |
| JPMORGAN CHASE & CO | $5.7M | 162,584 | 0.00% | 31q | -8.3%-$512.1K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $5.3M | 151,664 | 0.09% | 12q | +5.3%+$266.2K |
| MACKENZIE FINANCIAL CORP | $5.2M | 147,700 | 0.01% | 4q | +103.1%+$2.6M |
| PRINCIPAL FINANCIAL GROUP INC | $4.8M | 135,423 | 0.00% | 31q | HELD |
| BANK OF AMERICA CORP /DE/ | $4.5M | 129,163 | 0.00% | 31q | +3.1%+$134.6K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $4.2M | 120,629 | 0.00% | 12q | +4.8%+$193.4K |
| CITADEL ADVISORS LLC | $4.2M | 84,790 | 0.00% | 17q | -10.8%-$512.9K |
| THIRD AVENUE MANAGEMENT LLC | $4.1M | 116,879 | 0.66% | 31q | HELD |
| Empowered Funds, LLC | $4.0M | 113,411 | 0.02% | 12q | +13.1%+$461.4K |
| State of New Jersey Common Pension Fund D | $3.3M | 92,388 | 0.01% | 16q | HELD |
| Nuveen, LLC | $3.0M | 86,335 | 0.00% | 6q | +40.0%+$868.1K |
| UBS Group AG | $2.7M | 77,958 | 0.00% | 31q | -14.7%-$472.6K |
| Parkway Wealth Management Group, LLC | $2.6M | 74,109 | 0.30% | 3q | HELD |
| AMERIPRISE FINANCIAL INC | $2.5M | 72,308 | 0.00% | 31q | -49.0%-$2.4M |
| RHUMBLINE ADVISERS | $2.5M | 70,585 | 0.00% | 31q | -12.4%-$351.4K |
| Polaris Capital Management, LLC | $2.5M | 70,158 | 0.23% | 13q | +11.5%+$253.9K |
| KESTREL INVESTMENT MANAGEMENT CORP | $2.4M | 69,000 | 1.32% | 14q | HELD |
| MILLENNIUM MANAGEMENT LLC | $2.4M | 68,270 | 0.00% | 19q | +17.6%+$359.9K |
| Creative Planning | $2.2M | 63,689 | 0.00% | 13q | HELD |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $2.2M | 63,442 | 0.00% | 31q | -1.5%-$33.3K |
| Legal & General Group Plc | $2.1M | 60,698 | 0.00% | 31q | -7.8%-$180.1K |
| WELLS FARGO & COMPANY/MN | $2.1M | 58,621 | 0.00% | 31q | -31.4%-$944.0K |
| Pingora Partners LLC | $2.1M | 58,375 | 1.20% | 6q | -5.5%-$118.6K |
| Swiss National Bank | $2.0M | 56,718 | 0.00% | 31q | +1.6%+$31.7K |
| Fisher Asset Management, LLC | $1.9M | 53,630 | 0.00% | 31q | HELD |
| Quantinno Capital Management LP | $1.7M | 47,845 | 0.00% | 4q | +26.3%+$350.8K |
| ROYCE & ASSOCIATES LP | $1.5M | 43,468 | 0.01% | 6q | -7.9%-$131.5K |
| PRUDENTIAL FINANCIAL INC | $1.5M | 41,738 | 0.00% | 32q | +0.9%+$12.7K |
| PINNACLE ASSOCIATES LTD | $1.5M | 41,574 | 0.02% | 5q | +2.2%+$31.8K |
| Campbell & CO Investment Adviser LLC | $1.4M | 40,982 | 0.08% | 12q | +18.7%+$227.5K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $1.4M | 39,818 | 0.00% | 3q | +1.5%+$20.9K |
| CAPTRUST FINANCIAL ADVISORS | $1.1M | 31,725 | 0.00% | 27q | +1.9%+$21.0K |
| DEUTSCHE BANK AG\ | $1.1M | 31,443 | 0.00% | 34q | +4.4%+$46.5K |
| ALLIANCEBERNSTEIN L.P. | $1.1M | 34,590 | 0.00% | 31q | +22.9%+$200.5K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $1.0M | 29,020 | 0.00% | 31q | +105.0%+$523.0K |
| WEDGE CAPITAL MANAGEMENT L L P/NC | $885.3K | 25,157 | 0.01% | 7q | -11.1%-$111.0K |
| Solutions 4 Wealth, Ltd | $853.1K | 24,242 | 1.10% | 11q | HELD |
| CITIGROUP INC | $824.9K | 23,442 | 0.00% | 31q | +33.5%+$207.0K |
| Louisiana State Employees Retirement System | $818.4K | 24,700 | 0.01% | 31q | +99.2%+$407.5K |
| LPL Financial LLC | $799.8K | 22,727 | 0.00% | 13q | +41.9%+$236.1K |
| Vanguard Global Advisers, LLC | $763.8K | 21,704 | 0.00% | 2q | +5.1%+$37.1K |
| MERCER GLOBAL ADVISORS INC /ADV | $757.1K | 21,514 | 0.00% | 2q | +189.4%+$495.5K |
| Y-Intercept (Hong Kong) Ltd | $748.5K | 21,271 | 0.01% | new | NEW |
| Squarepoint Ops LLC | $746.4K | 21,211 | 0.00% | 7q | -3.4%-$26.0K |
| IEQ CAPITAL, LLC | $705.3K | 20,043 | 0.00% | 6q | +38.9%+$197.6K |
| Hennion & Walsh Asset Management, Inc. | $693.9K | 19,720 | 0.02% | 18q | +0.6%+$4.0K |
| Inspire Investing, LLC | $682.1K | 19,384 | 0.03% | 26q | +17.2%+$100.2K |
| FRANKLIN RESOURCES INC | $673.3K | 19,133 | 0.00% | 2q | +4.2%+$27.4K |
| VANGUARD ASSET MANAGEMENT, Ltd | $641.9K | 18,240 | 0.00% | 2q | HELD |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $618.0K | 17,563 | 0.00% | 2q | +26.7%+$130.1K |
| MetLife Investment Management, LLC | $598.9K | 17,018 | 0.00% | 32q | HELD |
| State of Tennessee, Department of Treasury | $561.8K | 15,966 | 0.00% | 31q | +41.1%+$163.5K |
| HighTower Advisors, LLC | $554.7K | 15,762 | 0.00% | 23q | -3.0%-$17.1K |
| Russell Investments Group, Ltd. | $553.9K | 15,740 | 0.00% | 14q | +549.9%+$468.7K |
| Mariner, LLC | $539.8K | 15,341 | 0.00% | 8q | +12.7%+$60.9K |
| FIFTH THIRD BANCORP | $532.8K | 15,140 | 0.00% | 5q | -8.4%-$49.1K |
| Illinois Municipal Retirement Fund | $531.5K | 15,105 | 0.01% | 12q | -2.4%-$13.2K |
| BAYVIEW ASSET MANAGEMENT, LLC | $527.9K | 15,000 | 0.11% | 4q | HELD |
| SEI INVESTMENTS CO | $519.2K | 14,755 | 0.00% | 2q | -28.4%-$205.6K |
| Jupiter Topco LLC | $476.0K | 13,532 | 0.00% | new | FIRST |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $472.1K | 13,417 | 0.00% | 4q | -1.2%-$5.8K |
| NewEdge Advisors, LLC | $419.4K | 11,918 | 0.00% | 5q | HELD |
| Redwood Family Wealth LLC | $393.5K | 11,182 | 0.35% | 3q | -1.2%-$4.9K |
| Focus Partners Wealth | $381.7K | 10,848 | 0.00% | 3q | -3.7%-$14.9K |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $379.2K | 10,777 | 0.01% | 2q | +38.0%+$104.4K |
| Bill Few Associates, Inc. | $367.5K | 10,444 | 0.08% | 3q | +11.5%+$37.8K |
| NAPLES GLOBAL ADVISORS, LLC | $359.3K | 10,209 | 0.02% | 31q | +2.0%+$7.0K |
| Vanguard Investments Australia, Ltd. | $356.0K | 10,117 | 0.00% | 2q | HELD |
| BARCLAYS PLC | $350.4K | 9,958 | 0.00% | 31q | -16.0%-$66.9K |
| Quantbot Technologies LP | $348.2K | 9,895 | 0.01% | new | NEW |
| Gibson Wealth Advisors LLC | $346.8K | 9,856 | 0.22% | 15q | HELD |
| NEW YORK STATE COMMON RETIREMENT FUND | $332.0K | 9,434 | 0.00% | 31q | HELD |
| Odyssean, LLC | $324.7K | 9,226 | 0.05% | new | NEW |
| Ameritas Advisory Services, LLC | $323.3K | 9,186 | 0.01% | new | NEW |
| PNC Financial Services Group, Inc. | $322.6K | 9,167 | 0.00% | 31q | +9.7%+$28.5K |
| XTX Topco Ltd | $319.9K | 9,092 | 0.00% | new | NEW |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | $319.6K | 9,083 | 0.03% | 12q | HELD |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $310.4K | 8,822 | 0.00% | 31q | +8.9%+$25.5K |
Showing the largest 100 of 197 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 183 | $622.6M | 17,333,571 | 24 | 69 | 48 | 2.1% |
| Q1 2026 | 167 | $538.3M | 16,992,577 | 14 | 58 | 53 | 1.9% |
| Q4 2025 | 164 | $513.6M | 16,897,136 | 22 | 53 | 56 | 0.0% |
| Q3 2025 | 158 | $490.9M | 17,376,274 | 21 | 58 | 44 | 0.0% |
| Q2 2025 | 159 | $507.8M | 17,251,020 | 24 | 55 | 45 | 0.0% |
| Q1 2025 | 153 | $497.2M | 17,162,007 | 22 | 44 | 54 | 0.0% |
| Q4 2024 | 139 | $542.3M | 17,073,173 | 7 | 44 | 44 | 0.0% |
| Q3 2024 | 147 | $567.6M | 16,973,642 | 21 | 40 | 52 | 0.0% |
| Q2 2024 | 135 | $456.0M | 16,506,357 | 11 | 49 | 45 | 0.1% |
| Q1 2024 | 141 | $484.9M | 16,574,530 | 20 | 44 | 42 | 0.1% |
| Q4 2023 | 129 | $517.3M | 16,514,197 | 7 | 37 | 49 | 0.0% |
| Q3 2023 | 135 | $461.9M | 16,093,400 | 13 | 32 | 56 | 0.0% |
| Q2 2023 | 131 | $434.1M | 16,572,828 | 19 | 40 | 44 | 0.0% |
| Q1 2023 | 117 | $515.2M | 15,518,250 | 12 | 40 | 42 | 0.0% |
| Q4 2022 | 104 | $484.1M | 13,446,738 | 6 | 43 | 32 | 0.0% |
| Q3 2022 | 151 | $603.6M | 17,069,279 | 23 | 44 | 39 | 0.0% |
| Q2 2022 | 139 | $628.2M | 16,785,754 | 21 | 31 | 51 | 0.0% |
| Q1 2022 | 135 | $674.8M | 16,538,221 | 4 | 44 | 41 | 0.0% |
| Q4 2021 | 141 | $697.1M | 16,663,295 | 19 | 34 | 41 | 0.1% |
| Q3 2021 | 123 | $627.8M | 16,394,333 | 9 | 39 | 46 | 0.0% |
| Q2 2021 | 132 | $633.7M | 16,578,566 | 20 | 33 | 48 | 0.0% |
| Q1 2021 | 121 | $638.3M | 16,564,302 | 15 | 39 | 40 | 0.0% |
| Q4 2020 | 122 | $504.5M | 16,254,191 | 16 | 36 | 37 | 0.0% |
| Q3 2020 | 115 | $388.5M | 15,898,527 | 6 | 38 | 37 | 0.0% |
| Q2 2020 | 126 | $458.5M | 16,543,823 | 24 | 31 | 47 | 0.0% |
| Q1 2020 | 114 | $545.9M | 17,968,280 | 6 | 37 | 48 | 0.0% |
| Q4 2019 | 120 | $697.9M | 18,792,413 | 11 | 43 | 37 | 0.0% |
| Q3 2019 | 116 | $610.8M | 17,888,963 | 2 | 54 | 26 | 0.1% |
| Q2 2019 | 117 | $576.9M | 17,817,126 | 11 | 37 | 30 | 0.0% |
| Q1 2019 | 120 | $598.1M | 17,986,360 | 6 | 29 | 52 | 0.0% |
| Q4 2018 | 118 | $578.0M | 18,202,104 | 2 | 2 | 3 | 0.0% |