Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in SBSI held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 4.2M | $130.6M | -1.7% | 14.126% | 0.00% |
| 2 | DIMENSIONAL FUND ADVISORS LP | 1.4M | $43.1M | +0.5% | 4.656% | 0.01% |
| 3 | STATE STREET CORP | 1.3M | $40.2M | -1.1% | 4.349% | 0.00% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 1.2M | $38.5M | — | 4.159% | 0.00% |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 721K | $22.4M | +5.1% | 2.425% | 0.00% |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | 589K | $18.3M | — | 1.980% | 0.00% |
| 7 | RENAISSANCE TECHNOLOGIES LLC | 440K | $13.7M | -4.4% | 1.480% | 0.02% |
| 8 | TWO SIGMA INVESTMENTS, LP | 395K | $12.3M | +140.2% | 1.327% | 0.01% |
| 9 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 390K | $12.1M | -3.9% | 1.311% | 0.00% |
| 10 | GOLDMAN SACHS GROUP INC | 355K | $11.0M | +1.1% | 1.195% | 0.00% |
| 11 | AMERICAN CENTURY COMPANIES INC | 343K | $10.7M | -1.5% | 1.154% | 0.01% |
| 12 | NORTHERN TRUST CORP | 319K | $9.9M | +2.7% | 1.073% | 0.00% |
| 13 | MORGAN STANLEY | 285K | $8.9M | +8.2% | 0.958% | 0.00% |
| 14 | ROYAL BANK OF CANADA | 261K | $8.1M | -2.1% | 0.877% | 0.00% |
| 15 | Invesco Ltd. | 254K | $7.9M | -2.3% | 0.854% | 0.00% |
| 16 | Bank of New York Mellon Corp | 252K | $7.8M | -0.6% | 0.846% | 0.00% |
| 17 | ProShare Advisors LLC | 207K | $6.4M | +3.9% | 0.697% | 0.01% |
| 18 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 205K | $6.4M | — | 0.688% | 0.02% |
| 19 | VANGUARD FIDUCIARY TRUST CO | 179K | $5.6M | — | 0.601% | 0.00% |
| 20 | AQR CAPITAL MANAGEMENT LLC | 153K | $4.8M | +8.0% | 0.515% | 0.00% |
| 21 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 144K | $4.5M | +134.8% | 0.485% | 0.09% |
| 22 | PRINCIPAL FINANCIAL GROUP INC | 136K | $4.2M | +0.8% | 0.457% | 0.00% |
| 23 | BANK OF AMERICA CORP /DE/ | 125K | $3.9M | +6.2% | 0.421% | 0.00% |
| 24 | THIRD AVENUE MANAGEMENT LLC | 117K | $3.6M | 0.0% | 0.393% | 0.59% |
| 25 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 115K | $3.6M | -14.1% | 0.387% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in SBSI — a direct measure of their conviction.
Filings activity in SBSI during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 178 | +1.1% | 50.57% | +0.56 pp | $518M | +1.1% |
| Q4 2025 | 176 | +2.9% | 50.01% | +3.05 pp | $512M | +6.5% |
| Q3 2025 | 171 | 0.6% | 46.96% | 1.54 pp | $481M | 3.2% |
| Q2 2025 | 172 | +3.0% | 48.50% | +0.54 pp | $497M | +1.1% |
| Q1 2025 | 167 | +7.1% | 47.96% | 4.50 pp | $491M | 8.6% |
| Q4 2024 | 156 | 4.3% | 52.46% | 1.19 pp | $537M | 2.2% |
| Q3 2024 | 163 | +10% | 53.65% | +10.12 pp | $549M | +23% |
| Q2 2024 | 148 | — | 43.53% | — | $446M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying SBSI stock.
Based on Q1 2026 13F filings, institutional ownership of Southside Bancshares, Inc. stands at 50.6%, held across 178 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of SBSI, with approximately 4,201,496 shares worth $0.13B as of Q1 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of SBSI, including RENAISSANCE TECHNOLOGIES LLC, TWO SIGMA INVESTMENTS, LP.
Our composite Smart Money Score for SBSI is 62 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
23 institutions opened new positions in SBSI during Q1 2026, while 21 fully exited. 105 added to existing positions and 46 trimmed.
SBSI institutional ownership rose by 0.56 percentage points quarter-over-quarter, with a net change of +2 holders.
The top 10 institutions account for 66.1% of all reported 13F value in SBSI, and the top 25 account for 84.7%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Southside Bancshares, Inc. (SBSI) Institutional Ownership