SOUTHSIDE BANCSHARES INC - Common Stock (SBSI) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
SBSI on NYSE
Shares outstanding
30,172,187
Price per share
$30.39
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
17,299,454
Total reported value
$488,762,947
% of total 13F portfolios
0%
Share change
+78,399
Value change
+$1,957,970
Number of holders
173
Price from insider filings
$30.39
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of SOUTHSIDE BANCSHARES INC - Common Stock (SBSI) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock, Inc. 13% $114,216,812 4,043,073 BlackRock, Inc. 30 Sep 2025

As of 30 Sep 2025, 173 institutional investors reported holding 17,299,454 shares of SOUTHSIDE BANCSHARES INC - Common Stock (SBSI). This represents 57% of the company’s total 30,172,187 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of SOUTHSIDE BANCSHARES INC - Common Stock (SBSI) together control 49% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 14% 4,121,346 -3.7% 0% $116,428,027
VANGUARD GROUP INC 6.6% 2,000,369 +0.22% 0% $56,510,425
DIMENSIONAL FUND ADVISORS LP 4.6% 1,382,523 +0.38% 0.01% $39,056,289
STATE STREET CORP 4.3% 1,300,903 +2.8% 0% $36,750,510
GEODE CAPITAL MANAGEMENT, LLC 2.3% 689,288 -0.07% 0% $19,473,370
RENAISSANCE TECHNOLOGIES LLC 1.7% 506,885 -12% 0.02% $14,319,501
UBS Group AG 1.3% 387,525 -3.3% 0% $10,947,581
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.2% 368,624 +12% 0% $10,413,628
AMERICAN CENTURY COMPANIES INC 1.2% 353,691 +0.26% 0.01% $9,991,771
NORTHERN TRUST CORP 1.1% 327,237 -1.5% 0% $9,244,445
GOLDMAN SACHS GROUP INC 1% 315,038 +7.2% 0% $8,899,824
JPMORGAN CHASE & CO 1% 302,627 -1.6% 0% $8,549,213
Bank of New York Mellon Corp 0.93% 281,041 -3.6% 0% $7,939,422
Invesco Ltd. 0.91% 274,456 -5.4% 0% $7,753,384
ROYAL BANK OF CANADA 0.89% 269,262 -3% 0% $7,607,000
MORGAN STANLEY 0.84% 252,452 -3.1% 0% $7,131,781
MILLENNIUM MANAGEMENT LLC 0.83% 251,429 +388% 0.01% $7,102,869
TWO SIGMA ADVISERS, LP 0.77% 231,500 +24% 0.01% $6,539,875
THIRD AVENUE MANAGEMENT LLC 0.69% 209,426 0% 1.1% $5,826,231
ProShare Advisors LLC 0.68% 206,065 -5.5% 0.01% $5,821,337
TWO SIGMA INVESTMENTS, LP 0.51% 152,603 +14% 0.01% $4,311,035
AQR CAPITAL MANAGEMENT LLC 0.47% 142,129 +23% 0% $4,015,148
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.46% 138,427 -3.2% 0% $3,910,563
PRINCIPAL FINANCIAL GROUP INC 0.45% 136,571 -3% 0% $3,858,131
PUBLIC SECTOR PENSION INVESTMENT BOARD 0.37% 110,316 +14% 0.01% $3,116,427

Institutional Holders of SOUTHSIDE BANCSHARES INC - Common Stock (SBSI) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 107,247 $3,259,121 +$155,979 $30.39 16
2025 Q3 17,299,454 $488,762,947 +$1,957,970 $28.25 173
2025 Q2 17,207,261 $506,411,229 -$5,250,225 $29.43 172
2025 Q1 17,407,566 $504,120,290 +$1,805,870 $28.96 168
2024 Q4 17,363,118 $551,432,027 +$12,560,235 $31.76 156
2024 Q3 16,933,617 $566,039,429 +$9,789,533 $33.43 163
2024 Q2 16,603,132 $458,411,992 +$718,413 $27.61 149
2024 Q1 16,559,359 $484,168,983 -$9,513,924 $29.23 159
2023 Q4 16,820,404 $526,814,058 -$8,086,102 $31.32 148
2023 Q3 17,072,771 $489,985,804 -$12,507,744 $28.70 156
2023 Q2 17,455,763 $456,636,140 +$15,442,640 $26.16 148
2023 Q1 16,761,886 $556,439,290 +$1,785,273 $33.20 143
2022 Q4 17,312,098 $622,784,366 +$7,395,545 $35.99 136
2022 Q3 17,105,949 $604,924,007 +$2,517,611 $35.36 149
2022 Q2 16,785,696 $628,122,704 +$12,937,437 $37.42 138
2022 Q1 16,538,112 $674,797,583 -$2,217,223 $40.83 132
2021 Q4 16,579,201 $693,274,051 +$6,340,890 $41.82 140
2021 Q3 16,394,239 $627,803,782 -$7,792,851 $38.29 121
2021 Q2 16,578,476 $633,677,111 +$165,733 $38.23 131
2021 Q1 16,564,187 $638,057,817 +$15,171,639 $38.51 118
2020 Q4 16,243,088 $504,111,979 +$11,360,985 $31.03 122
2020 Q3 15,933,606 $389,338,278 -$16,738,065 $24.43 115
2020 Q2 16,534,908 $458,289,687 -$36,652,484 $27.72 125
2020 Q1 17,852,799 $542,357,115 -$15,232,108 $30.39 112
2019 Q4 18,338,443 $681,041,173 +$18,038,078 $37.14 117
2019 Q3 17,888,890 $610,214,064 +$2,623,875 $34.11 115
2019 Q2 17,805,912 $576,526,050 -$1,371,003 $32.38 114
2019 Q1 17,986,259 $598,111,739 +$7,355,163 $33.23 118
2018 Q4 17,758,718 $563,880,449 -$9,396,449 $31.75 117
2018 Q3 17,979,299 $625,552,721 +$38,691,739 $34.80 124
2018 Q2 16,525,991 $556,604,708 +$19,248,980 $33.68 121
2018 Q1 16,295,782 $566,112,887 +$35,804,712 $34.74 127
2017 Q4 15,249,274 $513,636,730 +$3,281,161 $33.68 116
2017 Q3 15,105,828 $549,133,938 +$1,352,798 $36.36 120
2017 Q2 15,100,412 $527,597,690 +$8,763,612 $34.94 123
2017 Q1 14,857,803 $498,819,204 +$129,426,740 $33.57 123
2016 Q4 13,980,942 $526,655,342 +$85,973,754 $37.67 133
2016 Q3 11,781,639 $379,174,974 +$12,025,246 $32.18 115
2016 Q2 11,404,976 $352,738,648 +$19,503,475 $30.92 117
2016 Q1 10,835,512 $282,477,129 -$21,504,092 $26.07 109
2015 Q4 11,697,661 $280,927,401 -$12,791,939 $24.02 112
2015 Q3 11,700,892 $322,378,279 +$18,988,183 $27.55 106
2015 Q2 10,993,050 $321,034,579 +$14,246,769 $29.23 105
2015 Q1 10,507,547 $301,301,930 +$39,604,482 $28.69 107
2014 Q4 9,365,598 $270,673,487 +$42,081,276 $28.91 104
2014 Q3 7,883,456 $262,116,987 -$996,564 $33.25 103
2014 Q2 8,018,940 $232,230,888 +$60,302,477 $28.96 105
2014 Q1 5,921,087 $185,739,702 -$2,821,823 $31.38 91