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Southside Bancshares (SBSI) Institutional Ownership

Southside Bancshares logo
$30.16 -0.19 (-0.62%)
Closing price 09/30/2026 03:59 PM Eastern
Extended Trading
$29.98 -0.18 (-0.61%)
As of 04:02 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Southside Bancshares (NYSE:SBSI)

Current
Institutional Ownership
Percentage
55.70%
Number of
Institutional Buyers
(last 12 months)
81
Total
Institutional Inflows
(last 12 months)
$209.15M
Number of
Institutional Sellers
(last 12 months)
54
Total
Institutional Outflows
(last 12 months)
$26.73M
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SBSI Institutional Buying and Selling by Quarter

Southside Bancshares Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/9/2026Pinnacle Wealth Management Advisory Group LLC8,718$307K0.0%-36.0%0.029%
9/9/2026Integrated Wealth Concepts LLC2,191$77K0.0%N/A0.007%
9/9/2026Squarepoint Ops LLC21,211$746K0.0%-3.4%0.071%
8/26/2026HighTower Advisors LLC15,762$555K0.0%-3.0%0.053%
8/23/2026Ameritas Advisory Services LLC9,186$323K0.0%N/A0.031%
8/20/2026Susquehanna Fundamental Investments LLC10,777$379K0.0%+38.0%0.036%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC63,442$2.23M0.0%-1.5%0.213%
8/18/2026Empowered Funds LLC113,411$3.99M0.0%N/A0.380%
8/18/2026Public Employees Retirement System of Ohio1,765$62K0.0%N/A0.006%
8/17/2026Pingora Partners LLC58,375$2.05M1.2%N/A0.196%
8/17/2026Bank of America Corp DE129,163$4.55M0.0%N/A0.433%
8/15/2026Odyssean LLC9,226$325K0.1%N/A0.031%
8/15/2026Jupiter Topco LLC13,532$476K0.0%N/A0.045%
8/14/2026Legal & General Group Plc60,698$2.13M0.0%N/A0.204%
8/14/2026The Manufacturers Life Insurance Company8,822$310K0.0%N/A0.030%
8/13/2026Sanctuary Advisors LLC5,976$210K0.0%N/A0.020%
8/12/2026Quantbot Technologies LP9,895$348K0.0%N/A0.033%
8/12/2026Ieq Capital LLC20,043$705K0.0%N/A0.067%
8/7/2026BlackRock Inc.4,271,247$150.31M0.0%N/A14.328%
8/7/2026Deutsche Bank AG31,443$1.11M0.0%N/A0.105%
8/6/2026Bank of New York Mellon Corp261,818$9.21M0.0%N/A0.878%
7/10/2026Wedge Capital Management L L P NC25,157$885K0.0%-11.1%0.085%
7/7/2026Bill Few Associates Inc.10,444$368K0.1%+11.5%0.035%
7/7/2026GAMMA Investing LLC3,379$119K0.0%+37.2%0.011%
5/19/2026Bank of America Corp DE125,339$3.90M0.0%+6.2%0.421%
5/18/2026Royal Bank of Canada260,928$8.11M0.0%-2.1%0.877%
5/18/2026Empowered Funds LLC100,298$3.12M0.0%+224.9%0.337%
5/16/2026The Manufacturers Life Insurance Company8,098$252K0.0%-10.7%0.027%
5/16/2026Quantinno Capital Management LP37,875$1.18M0.0%+75.6%0.127%
5/14/2026Renaissance Technologies LLC440,146$13.68M0.0%-4.4%1.479%
5/14/2026Arrowstreet Capital Limited Partnership115,132$3.58M0.0%-14.1%0.387%
5/14/2026Sei Investments Co.20,598$640K0.0%N/A0.069%
5/7/2026Dimensional Fund Advisors LP1,384,745$43.05M0.0%+0.5%4.655%
5/5/2026Kestrel Investment Management Corp69,000$2.15M1.3%-0.7%0.232%
5/5/2026Bank of New York Mellon Corp251,764$7.83M0.0%-0.6%0.847%
5/5/2026Illinois Municipal Retirement Fund15,479$481K0.0%+6.5%0.052%
5/4/2026Principal Financial Group Inc.135,842$4.22M0.0%+0.8%0.457%
5/1/2026Fifth Third Bancorp16,536$514K0.0%+35,847.8%0.056%
4/27/2026New York State Teachers Retirement System2,487$77K0.0%-71.1%0.008%
4/27/2026Jamison Private Wealth Management Inc.9,074$282K0.0%-3.6%0.031%
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4/23/2026Inspire Investing LLC16,537$514K0.0%+7.8%0.056%
4/22/2026Sterling Capital Management LLC958$30K0.0%-42.7%0.003%
4/21/2026Pinnacle Wealth Management Advisory Group LLC13,629$424K0.0%-11.0%0.046%
4/21/2026Louisiana State Employees Retirement System12,400$386K0.0%N/A0.042%
4/21/2026Parkway Wealth Management Group LLC74,105$2.46M0.3%-20.1%0.249%
4/16/2026SG Americas Securities LLC7,225$225K0.0%-43.7%0.024%
3/6/2026Redwood Family Wealth LLC12,606$383K0.4%N/A0.042%
2/19/2026Invesco Ltd.259,897$7.90M0.0%-5.3%0.864%
2/18/2026State of Tennessee Department of Treasury11,319$364K0.0%+53.6%0.038%
2/18/2026Mackenzie Financial Corp64,678$1.99M0.0%+36.5%0.215%
2/18/2026Empowered Funds LLC30,867$938K0.0%+25.5%0.103%
2/18/2026Odyssean LLC13,523$411K0.3%N/A0.045%
2/18/2026Millennium Management LLC146,796$4.46M0.0%-41.6%0.488%
2/18/2026Inspire Investing LLC15,337$466K0.0%-4.9%0.051%
2/18/2026Bridgeway Capital Management LLC61,367$1.87M0.0%+39.1%0.204%
2/17/2026AQR Capital Management LLC141,785$4.31M0.0%-0.2%0.472%
2/17/2026Price T Rowe Associates Inc. MD49,926$1.52M0.0%+25.8%0.166%
2/17/2026Captrust Financial Advisors36,404$1.11M0.0%+1.8%0.121%
2/17/2026Royal Bank of Canada266,540$8.10M0.0%-1.0%0.887%
2/16/2026Squarepoint Ops LLC51,157$1.56M0.0%+35.7%0.170%
2/16/2026Pingora Partners LLC61,745$1.88M1.1%+14.7%0.205%
2/16/2026Barclays PLC51,590$1.57M0.0%+22.3%0.172%
2/16/2026Bayview Asset Management LLC85,457$2.60M0.6%+48.6%0.284%
2/16/2026Aigen Investment Management LP6,864$209K0.0%N/A0.023%
2/13/2026Kestra Advisory Services LLC1,494$45K0.0%N/A0.005%
2/13/2026The Manufacturers Life Insurance Company 9,064$275K0.0%-11.7%0.030%
2/13/2026Stifel Financial Corp7,556$230K0.0%N/A0.025%
2/13/2026Public Sector Pension Investment Board98,042$2.98M0.0%-11.1%0.326%
2/13/2026Rafferty Asset Management LLC18,471$561K0.0%-10.1%0.061%
2/13/2026Charles Schwab Investment Management Inc.405,877$12.34M0.0%+10.1%1.350%
2/13/2026State Street Corp1,308,609$39.77M0.0%+0.6%4.352%
2/13/2026Ieq Capital LLC16,265$494K0.0%+10.3%0.054%
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC63,094$1.92M0.0%+7.9%0.210%
2/13/2026Wells Fargo & Company MN63,506$1.93M0.0%+3.9%0.211%
2/13/2026Quadrant Capital Group LLC2,738$83K0.0%+4,703.5%0.009%
2/12/2026Third Avenue Management LLC116,879$3.55M0.6%-44.2%0.389%
2/12/2026Renaissance Technologies LLC460,446$13.99M0.0%-9.2%1.531%
2/12/2026Dimensional Fund Advisors LP1,377,249$41.86M0.0%-0.4%4.581%
2/12/2026Ensign Peak Advisors Inc2,214$67K0.0%-77.6%0.007%
2/12/2026Campbell & CO Investment Adviser LLC47,590$1.45M0.1%+98.2%0.158%
2/12/2026Nuveen LLC61,246$1.86M0.0%-29.3%0.204%
2/11/2026Empowered Funds LLC30,867$938K0.0%+25.5%0.103%
2/11/2026Illinois Municipal Retirement Fund14,535$442K0.0%-6.0%0.048%
2/11/2026Deutsche Bank AG25,984$790K0.0%+6.7%0.086%
2/11/2026LPL Financial LLC17,247$524K0.0%-21.1%0.057%
2/11/2026Brandywine Global Investment Management LLC18,017$548K0.0%N/A0.060%
2/11/2026JPMorgan Chase & Co.258,978$7.87M0.0%-14.4%0.861%
2/10/2026Goldman Sachs Group Inc.351,713$10.69M0.0%+11.6%1.170%
2/10/2026Intech Investment Management LLC10,268$312K0.0%-34.0%0.034%
2/9/2026Geode Capital Management LLC686,101$20.85M0.0%-0.5%2.282%
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2/9/2026Integrity Alliance LLC.10,611$322K0.0%N/A0.035%
2/9/2026Royce & Associates LP50,658$1.54M0.0%+39.2%0.168%
2/9/2026Hantz Financial Services Inc.1,895$58K0.0%-33.6%0.006%
2/6/2026Larson Financial Group LLC5,078$154K0.0%+6,762.2%0.017%
2/6/2026ProShare Advisors LLC199,506$6.06M0.0%-3.2%0.664%
2/5/2026Pinnacle Associates Ltd.35,106$1.07M0.0%+55.4%0.117%
2/4/2026Naples Global Advisors LLC8,292$252K0.0%-11.7%0.028%
2/3/2026Kestrel Investment Management Corp69,500$2.11M1.2%-3.3%0.231%
2/2/2026Pinnacle Wealth Management Advisory Group LLC15,309$465K0.0%N/A0.051%
1/30/2026New York State Teachers Retirement System8,597$261K0.0%-5.3%0.029%


SBSI Institutional Ownership - Frequently Asked Questions

During the previous two years, 164 institutional investors and hedge funds held shares of Southside Bancshares. The most heavily invested institutionals were BlackRock Inc. ($150.31M), Vanguard Group Inc. ($61.75M), Dimensional Fund Advisors LP ($43.05M), State Street Corp ($39.77M), Geode Capital Management LLC ($20.85M), Renaissance Technologies LLC ($13.68M), and Charles Schwab Investment Management Inc. ($12.34M).Learn more on Southside Bancshares' institutional investors.

55.70% of Southside Bancshares' stock is owned by institutional investors. Learn more on SBSI's institutional investor holdings.

Of the 134 institutional investors that purchased Southside Bancshares' stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: BlackRock Inc. ($4.27M), JPMorgan Chase & Co. ($296.87K), Bank of New York Mellon Corp ($265.87K), Millennium Management LLC ($224.10K), Invesco Ltd. ($212.74K), Empowered Funds LLC ($207.08K), and Bank of America Corp DE ($175.40K).

Institutional investors have bought a total of 6,137,223 shares in the last 24 months. This purchase volume represents approximately $209.15M in transactions.

Of the 54 institutional investors that sold Southside Bancshares' stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: UBS Group AG ($205.54K), Millennium Management LLC ($104.63K), Third Avenue Management LLC ($92.55K), Renaissance Technologies LLC ($66.74K), JPMorgan Chase & Co. ($53.54K), UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($36.37K), and Susquehanna International Group LLP ($34.36K).

Institutional investors have sold a total of 892,399 shares in the last 24 months. This volume of shares sold represents approximately $26.73M in transactions.


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Institutional ownership data for NYSE:SBSI is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
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