Ranked by reported Q2 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. | 4.3M | $150.3M | +1.7% | 14.356% | 0.00% |
| 2 | DIMENSIONAL FUND ADVISORS LP | 1.4M | $49.5M | +1.6% | 4.729% | 0.01% |
| 3 | STATE STREET CORP | 1.3M | $46.7M | +2.7% | 4.464% | 0.00% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 1.2M | $43.9M | +0.9% | 4.195% | 0.00% |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 738K | $26.0M | +2.3% | 2.480% | 0.00% |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | 630K | $22.2M | +7.0% | 2.119% | 0.00% |
| 7 | RENAISSANCE TECHNOLOGIES LLC | 419K | $14.7M | -4.8% | 1.409% | 0.02% |
| 8 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 360K | $12.7M | -7.6% | 1.211% | 0.00% |
| 9 | TWO SIGMA INVESTMENTS, LP | 348K | $12.3M | -11.7% | 1.171% | 0.01% |
| 10 | NORTHERN TRUST CORP | 343K | $12.1M | +7.4% | 1.152% | 0.00% |
| 11 | AMERICAN CENTURY COMPANIES INC | 339K | $11.9M | -1.3% | 1.139% | 0.01% |
| 12 | JANE STREET GROUP, LLC | 331K | $11.6M | -10.2% | 1.111% | 0.00% |
| 13 | Bank of New York Mellon Corp | 262K | $9.2M | +4.0% | 0.880% | 0.00% |
| 14 | ROYAL BANK OF CANADA | 257K | $9.1M | -1.4% | 0.864% | 0.00% |
| 15 | Invesco Ltd. | 256K | $9.0M | +1.0% | 0.862% | 0.00% |
| 16 | GOLDMAN SACHS GROUP INC | 255K | $9.0M | -28.2% | 0.858% | 0.00% |
| 17 | MORGAN STANLEY | 230K | $8.1M | -19.3% | 0.773% | 0.00% |
| 18 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 206K | $7.3M | +0.7% | 0.693% | 0.02% |
| 19 | AQR CAPITAL MANAGEMENT LLC | 189K | $6.6M | +23.1% | 0.634% | 0.00% |
| 20 | VANGUARD FIDUCIARY TRUST CO | 188K | $6.6M | +5.3% | 0.633% | 0.00% |
| 21 | JPMORGAN CHASE & CO | 163K | $5.7M | -8.3% | 0.546% | 0.00% |
| 22 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 152K | $5.3M | +5.3% | 0.510% | 0.09% |
| 23 | MACKENZIE FINANCIAL CORP | 148K | $5.2M | +103.1% | 0.496% | 0.01% |
| 24 | PRINCIPAL FINANCIAL GROUP INC | 135K | $4.8M | -0.3% | 0.455% | 0.00% |
| 25 | BANK OF AMERICA CORP /DE/ | 129K | $4.5M | +3.0% | 0.434% | 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 Q2 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 196 | +7.1% | 58.56% | +0.24 pp | $607M | +13% |
| Q1 2026 | 183 | +4.0% | 58.32% | +0.89 pp | $535M | +4.4% |
| Q4 2025 | 176 | +2.9% | 57.43% | 0.61 pp | $512M | +6.5% |
| Q3 2025 | 171 | 0.6% | 58.04% | +0.41 pp | $481M | 3.2% |
| Q2 2025 | 172 | +3.0% | 57.63% | 0.56 pp | $497M | +1.1% |
| Q1 2025 | 167 | +7.1% | 58.19% | +0.15 pp | $491M | 8.6% |
| Q4 2024 | 156 | 4.3% | 58.04% | +1.41 pp | $537M | 2.2% |
| Q3 2024 | 163 | — | 56.63% | — | $549M | — |
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 Q2 2026 13F filings, institutional ownership of Southside Bancshares, Inc. stands at 58.6%, held across 196 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of SBSI, with approximately 4,271,247 shares worth $0.15B as of Q2 2026.
Yes — 3 widely-followed marquee investors appear among the top 25 institutional holders of SBSI, including RENAISSANCE TECHNOLOGIES LLC, TWO SIGMA INVESTMENTS, LP, JANE STREET GROUP, LLC.
Our composite Smart Money Score for SBSI is 68 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
20 institutions opened new positions in SBSI during Q2 2026, while 7 fully exited. 148 added to existing positions and 21 trimmed.
SBSI institutional ownership rose by 0.24 percentage points quarter-over-quarter, with a net change of +13 holders.
The top 10 institutions account for 64.4% of all reported 13F value in SBSI, and the top 25 account for 83.2%.
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