Latest Period
Q2 2026
Security Snapshot
SOUTHSIDE BANCSHARES INC - Common Stock (SBSI) Institutional Ownership
CUSIP: 84470P109
13F Institutional Holders and Ownership History from Q1 2014 to Q2 2026
Institutions Reporting
193
Shares (Excl. Options)
17,062,899
Price
$35.19
Save this security page for your next review
Keep this CUSIP in your watchlists so you can revisit quarter changes from one place. If you create an account from here, we will bring you back after verification.
- Security type / class
- Equity / Common Stock
- Symbol
- SBSI on NYSE
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 17,062,899
- Total 13F value
- $600,246,718
- Portfolio coverage rank
- 0%
- Share change
- +20,134
- Value change
- +$1,884,035
- Number of holders
- 193
- Shares outstanding
- 30,172,187
- SEC-reported price per share
- $32.66
- Insider filing price
- $32.66
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- SBSI - SOUTHSIDE BANCSHARES INC - Common Stock is tracked under CUSIP 84470P109.
- 193 institutions reported positions in Q2 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 182 to 193 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $530,160,549 to $600,246,718.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 193 institutions filings for Q2 2026.
Security key
84470P109
Latest holder period
Q2 2026
13F holders
193
13D/G owners
1
CIK / CUSIP context first
Open Q2 2026 holders
SBSI full holder history
SOUTHSIDE BANCSHARES INC SEC filings
SOUTHSIDE BANCSHARES INC company facts
SOUTHSIDE BANCSHARES INC insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 84470P109:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
SBSI
| 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 Jun 2026, 193 institutional investors reported holding 17,062,899 shares of SOUTHSIDE BANCSHARES INC - Common Stock (SBSI). This represents 57% of the company’s total 30,172,187 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
47%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 14% | 4,271,247 | +1.7% | 0% | $150,305,171 |
| DIMENSIONAL FUND ADVISORS LP | 4.7% | 1,406,812 | +1.6% | 0.01% | $49,505,065 |
| STATE STREET CORP | 4.4% | 1,328,182 | +2.7% | 0% | $46,738,725 |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.1% | 1,248,193 | +0.89% | 0% | $43,923,912 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.4% | 737,957 | +2.3% | 0% | $25,972,541 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2.1% | 630,384 | +7% | 0% | $22,183,213 |
| RENAISSANCE TECHNOLOGIES LLC | 1.4% | 419,146 | -4.8% | 0.02% | $14,749,748 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.2% | 360,385 | -7.6% | 0% | $12,681,948 |
| TWO SIGMA INVESTMENTS, LP | 1.2% | 348,461 | -12% | 0.01% | $12,262,343 |
| NORTHERN TRUST CORP | 1.1% | 342,761 | +7.4% | 0% | $12,061,760 |
| AMERICAN CENTURY COMPANIES INC | 1.1% | 338,886 | -1.3% | 0.01% | $11,925,398 |
| Bank of New York Mellon Corp | 0.87% | 261,818 | +4% | 0% | $9,213,367 |
| ROYAL BANK OF CANADA | 0.85% | 257,180 | -1.4% | 0% | $9,050,000 |
| Invesco Ltd. | 0.85% | 256,437 | +0.99% | 0% | $9,024,019 |
| GOLDMAN SACHS GROUP INC | 0.85% | 255,209 | -28% | 0% | $8,980,805 |
| MORGAN STANLEY | 0.76% | 229,982 | -19% | 0% | $8,093,107 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 0.68% | 206,150 | +0.68% | 0.02% | $7,254,419 |
| AQR CAPITAL MANAGEMENT LLC | 0.63% | 188,629 | +23% | 0% | $6,637,861 |
| VANGUARD FIDUCIARY TRUST CO | 0.62% | 188,255 | +5.3% | 0% | $6,624,693 |
| JPMORGAN CHASE & CO | 0.54% | 162,584 | -8.3% | 0% | $5,674,182 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.5% | 151,664 | +5.3% | 0.09% | $5,337,056 |
| MACKENZIE FINANCIAL CORP | 0.49% | 147,700 | +103% | 0.01% | $5,197,563 |
| PRINCIPAL FINANCIAL GROUP INC | 0.45% | 135,423 | -0.31% | 0% | $4,765,535 |
| BANK OF AMERICA CORP /DE/ | 0.43% | 129,163 | +3.1% | 0% | $4,545,246 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.4% | 120,629 | +4.8% | 0% | $4,244,935 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
50
Latest
Q2 2026
Rows shown
1-25 of 50
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 17,062,899 | $600,246,718 | +$1,884,035 | $35.19 | 193 |
| 2026 Q1 | 17,050,481 | $530,160,549 | -$1,878,495 | $31.09 | 182 |
| 2025 Q4 | 17,130,550 | $520,683,188 | -$7,606,758 | $30.39 | 180 |
| 2025 Q3 | 17,299,454 | $488,762,947 | +$2,369,397 | $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 |