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Southside Bancshares (SBSI) Institutional Ownership

Southside Bancshares logo
$32.81 +0.37 (+1.14%)
As of 09/4/2026 03:58 PM Eastern
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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)
$241.13M
Number of
Institutional Sellers
(last 12 months)
54
Total
Institutional Outflows
(last 12 months)
$26.62M
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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
8/26/2026 HighTower Advisors LLC15,762$555K0.0%-3.0%0.053%
8/24/2026 California State Teachers Retirement System939,080$33.05M0.0%+3,466.7%3.150%
8/23/2026 Ameritas Advisory Services LLC9,186$323K0.0%N/A0.031%
8/20/2026 Susquehanna Fundamental Investments LLC10,777$379K0.0%+38.0%0.036%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC63,442$2.23M0.0%-1.5%0.213%
8/18/2026 Empowered Funds LLC113,411$3.99M0.0%N/A0.380%
8/18/2026 Public Employees Retirement System of Ohio1,765$62K0.0%N/A0.006%
8/17/2026 Pingora Partners LLC58,375$2.05M1.2%N/A0.196%
8/17/2026 Bank of America Corp DE129,163$4.55M0.0%N/A0.433%
8/15/2026 Odyssean LLC9,226$325K0.1%N/A0.031%
8/15/2026 Jupiter Topco LLC13,532$476K0.0%N/A0.045%
8/14/2026 Legal & General Group Plc60,698$2.13M0.0%N/A0.204%
8/14/2026 The Manufacturers Life Insurance Company 8,822$310K0.0%N/A0.030%
8/13/2026 Sanctuary Advisors LLC5,976$210K0.0%N/A0.020%
8/12/2026 Quantbot Technologies LP9,895$348K0.0%N/A0.033%
8/12/2026 Ieq Capital LLC20,043$705K0.0%N/A0.067%
8/7/2026 BlackRock Inc.4,271,247$150.31M0.0%N/A14.328%
8/7/2026 Deutsche Bank AG31,443$1.11M0.0%N/A0.105%
8/6/2026 Bank of New York Mellon Corp261,818$9.21M0.0%N/A0.878%
7/10/2026 Wedge Capital Management L L P NC25,157$885K0.0%-11.1%0.085%
7/7/2026 Bill Few Associates Inc.10,444$368K0.1%+11.5%0.035%
7/7/2026 GAMMA Investing LLC3,379$119K0.0%+37.2%0.011%
5/19/2026 Bank of America Corp DE125,339$3.90M0.0%+6.2%0.421%
5/18/2026 Royal Bank of Canada260,928$8.11M0.0%-2.1%0.877%
5/18/2026 Empowered Funds LLC100,298$3.12M0.0%+224.9%0.337%
5/16/2026 The Manufacturers Life Insurance Company8,098$252K0.0%-10.7%0.027%
5/16/2026 Quantinno Capital Management LP37,875$1.18M0.0%+75.6%0.127%
5/14/2026 Renaissance Technologies LLC440,146$13.68M0.0%-4.4%1.479%
5/14/2026 Arrowstreet Capital Limited Partnership115,132$3.58M0.0%-14.1%0.387%
5/14/2026 Sei Investments Co.20,598$640K0.0%N/A0.069%
5/7/2026 Dimensional Fund Advisors LP1,384,745$43.05M0.0%+0.5%4.655%
5/5/2026 Kestrel Investment Management Corp69,000$2.15M1.3%-0.7%0.232%
5/5/2026 Bank of New York Mellon Corp251,764$7.83M0.0%-0.6%0.847%
5/5/2026 Illinois Municipal Retirement Fund15,479$481K0.0%+6.5%0.052%
5/4/2026 Principal Financial Group Inc.135,842$4.22M0.0%+0.8%0.457%
5/1/2026 Fifth Third Bancorp16,536$514K0.0%+35,847.8%0.056%
4/27/2026 New York State Teachers Retirement System2,487$77K0.0%-71.1%0.008%
4/27/2026 Jamison Private Wealth Management Inc.9,074$282K0.0%-3.6%0.031%
4/23/2026 Inspire Investing LLC16,537$514K0.0%+7.8%0.056%
4/22/2026 Sterling Capital Management LLC958$30K0.0%-42.7%0.003%
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4/21/2026 Pinnacle Wealth Management Advisory Group LLC13,629$424K0.0%-11.0%0.046%
4/21/2026 Louisiana State Employees Retirement System12,400$386K0.0%N/A0.042%
4/21/2026 Parkway Wealth Management Group LLC74,105$2.46M0.3%-20.1%0.249%
4/16/2026 SG Americas Securities LLC7,225$225K0.0%-43.7%0.024%
3/6/2026 Redwood Family Wealth LLC12,606$383K0.4%N/A0.042%
2/19/2026 Invesco Ltd.259,897$7.90M0.0%-5.3%0.864%
2/18/2026 State of Tennessee Department of Treasury11,319$364K0.0%+53.6%0.038%
2/18/2026 Mackenzie Financial Corp64,678$1.99M0.0%+36.5%0.215%
2/18/2026 Empowered Funds LLC30,867$938K0.0%+25.5%0.103%
2/18/2026 Odyssean LLC13,523$411K0.3%N/A0.045%
2/18/2026 Millennium Management LLC146,796$4.46M0.0%-41.6%0.488%
2/18/2026 Inspire Investing LLC15,337$466K0.0%-4.9%0.051%
2/18/2026 Bridgeway Capital Management LLC61,367$1.87M0.0%+39.1%0.204%
2/17/2026 AQR Capital Management LLC141,785$4.31M0.0%-0.2%0.472%
2/17/2026 Price T Rowe Associates Inc. MD49,926$1.52M0.0%+25.8%0.166%
2/17/2026 Captrust Financial Advisors36,404$1.11M0.0%+1.8%0.121%
2/17/2026 Royal Bank of Canada266,540$8.10M0.0%-1.0%0.887%
2/16/2026 Squarepoint Ops LLC51,157$1.56M0.0%+35.7%0.170%
2/16/2026 Pingora Partners LLC61,745$1.88M1.1%+14.7%0.205%
2/16/2026 Barclays PLC51,590$1.57M0.0%+22.3%0.172%
2/16/2026 Bayview Asset Management LLC85,457$2.60M0.6%+48.6%0.284%
2/16/2026 Aigen Investment Management LP6,864$209K0.0%N/A0.023%
2/13/2026 Kestra Advisory Services LLC1,494$45K0.0%N/A0.005%
2/13/2026 The Manufacturers Life Insurance Company 9,064$275K0.0%-11.7%0.030%
2/13/2026 Stifel Financial Corp7,556$230K0.0%N/A0.025%
2/13/2026 Public Sector Pension Investment Board98,042$2.98M0.0%-11.1%0.326%
2/13/2026 Rafferty Asset Management LLC18,471$561K0.0%-10.1%0.061%
2/13/2026 Charles Schwab Investment Management Inc.405,877$12.34M0.0%+10.1%1.350%
2/13/2026 State Street Corp1,308,609$39.77M0.0%+0.6%4.352%
2/13/2026 Ieq Capital LLC16,265$494K0.0%+10.3%0.054%
2/13/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC63,094$1.92M0.0%+7.9%0.210%
2/13/2026 Wells Fargo & Company MN63,506$1.93M0.0%+3.9%0.211%
2/13/2026 Quadrant Capital Group LLC2,738$83K0.0%+4,703.5%0.009%
2/12/2026 Third Avenue Management LLC116,879$3.55M0.6%-44.2%0.389%
2/12/2026 Renaissance Technologies LLC460,446$13.99M0.0%-9.2%1.531%
2/12/2026 Dimensional Fund Advisors LP1,377,249$41.86M0.0%-0.4%4.581%
2/12/2026 Ensign Peak Advisors Inc2,214$67K0.0%-77.6%0.007%
2/12/2026 Campbell & CO Investment Adviser LLC47,590$1.45M0.1%+98.2%0.158%
2/12/2026 Nuveen LLC61,246$1.86M0.0%-29.3%0.204%
2/11/2026 Empowered Funds LLC30,867$938K0.0%+25.5%0.103%
2/11/2026 Illinois Municipal Retirement Fund14,535$442K0.0%-6.0%0.048%
2/11/2026 Deutsche Bank AG25,984$790K0.0%+6.7%0.086%
2/11/2026 LPL Financial LLC17,247$524K0.0%-21.1%0.057%
2/11/2026Brandywine Global Investment Management LLC18,017$548K0.0%N/A0.060%
2/11/2026 JPMorgan Chase & Co.258,978$7.87M0.0%-14.4%0.861%
2/10/2026 Goldman Sachs Group Inc.351,713$10.69M0.0%+11.6%1.170%
2/10/2026 Intech Investment Management LLC10,268$312K0.0%-34.0%0.034%
2/9/2026 Geode Capital Management LLC686,101$20.85M0.0%-0.5%2.282%
2/9/2026 Integrity Alliance LLC.10,611$322K0.0%N/A0.035%
2/9/2026 Royce & Associates LP50,658$1.54M0.0%+39.2%0.168%
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2/9/2026 Hantz Financial Services Inc.1,895$58K0.0%-33.6%0.006%
2/6/2026 Larson Financial Group LLC5,078$154K0.0%+6,762.2%0.017%
2/6/2026 ProShare Advisors LLC199,506$6.06M0.0%-3.2%0.664%
2/5/2026 Pinnacle Associates Ltd.35,106$1.07M0.0%+55.4%0.117%
2/4/2026 Naples Global Advisors LLC8,292$252K0.0%-11.7%0.028%
2/3/2026 Kestrel Investment Management Corp69,500$2.11M1.2%-3.3%0.231%
2/2/2026 Pinnacle Wealth Management Advisory Group LLC15,309$465K0.0%N/A0.051%
1/30/2026 New York State Teachers Retirement System8,597$261K0.0%-5.3%0.029%
1/29/2026Comerica Bank16,683$507K0.0%-6.6%0.055%
1/29/2026 UBS Group AG195,369$5.94M0.0%-49.6%0.650%


SBSI Institutional Ownership - Frequently Asked Questions

During the previous two years, 165 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), California State Teachers Retirement System ($33.05M), Geode Capital Management LLC ($20.85M), and Renaissance Technologies LLC ($13.68M).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), California State Teachers Retirement System ($912.75K), JPMorgan Chase & Co. ($296.87K), Bank of New York Mellon Corp ($265.87K), Millennium Management LLC ($224.10K), Invesco Ltd. ($212.74K), and Empowered Funds LLC ($207.08K).

Institutional investors have bought a total of 7,047,783 shares in the last 24 months. This purchase volume represents approximately $241.13M 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 889,564 shares in the last 24 months. This volume of shares sold represents approximately $26.62M 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 8/26/2026. New 13F filings are added each quarter as they're published.
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