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Who owns SBSIWhat SBSI owns — n/a

Who owns Southside Bancshares, Inc.?

Institutional ownership of SBSI from SEC Form 13F filings across 139 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

139

13F holders

$451.2M

value, 2026 filers

43.6%

of shares outstanding (13.0M sh)

21

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of SBSI's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1BlackRock, Inc.4.3M$150.3M0.0%14.4%+1.7%
2VANGUARD CAPITAL MANAGEMENT LLC1.2M$43.9M0.0%4.2%-49.6%
3GEODE CAPITAL MANAGEMENT, LLC737,957$26.0M0.0%2.5%+2.3%
4VANGUARD PORTFOLIO MANAGEMENT LLC630,384$22.2M0.0%2.1%+7.0%
5Sixth Street Partners Management Company, L.P.NEW360,385$12.7M2.2%1.2%new
6CHARLES SCHWAB INVESTMENT MANAGEMENT INC360,385$12.7M0.0%1.2%-7.6%
7TWO SIGMA INVESTMENTS, LP348,461$12.3M0.0%1.2%-11.7%
8NORTHERN TRUST CORP342,761$12.1M0.0%1.2%+7.4%
9AMERICAN CENTURY COMPANIES INC338,886$11.9M0.0%1.1%-1.3%
10Bank of New York Mellon Corp261,818$9.2M0.0%0.9%+4.0%
11ROYAL BANK OF CANADA257,180$9.1M0.0%0.9%-1.4%
12Invesco Ltd.256,437$9.0M0.0%0.9%+1.0%
13GOLDMAN SACHS GROUP INC255,209$9.0M0.0%0.9%-28.2%
14MORGAN STANLEY229,982$8.1M0.0%0.8%-19.3%
15Public Sector Pension Investment Board191,652$6.7M0.0%0.6%+91.8%
16VANGUARD FIDUCIARY TRUST CO188,255$6.6M0.0%0.6%+5.3%
17JPMORGAN CHASE & CO162,584$5.7M0.0%0.5%-8.3%
18MACKENZIE FINANCIAL CORP147,700$5.2M0.0%0.5%+103.1%
19PRINCIPAL FINANCIAL GROUP INC135,423$4.8M0.0%0.5%-0.3%
20BANK OF AMERICA CORP /DE/129,163$4.5M0.0%0.4%+3.1%
21ARROWSTREET CAPITAL, LIMITED PARTNERSHIP120,629$4.2M0.0%0.4%+4.8%
22State of New Jersey Common Pension Fund D92,388$3.3M0.0%0.3%0.0%
23Nuveen, LLC86,335$3.0M0.0%0.3%+40.0%
24CITADEL ADVISORS LLC84,790$3.0M0.0%0.3%-10.8%
25UBS Group AG77,958$2.7M0.0%0.3%-14.7%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.