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
+$1,957,975
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 83,891 $2,549,704 +$156,339 $30.39 11
2025 Q3 17,299,454 $488,762,947 +$1,957,975 $28.25 173
2025 Q2 17,207,261 $506,411,229 -$5,250,226 $29.43 172
2025 Q1 17,407,566 $504,120,081 +$1,805,865 $28.96 168
2024 Q4 17,354,554 $551,160,872 +$12,559,191 $31.76 155
2024 Q3 16,933,617 $566,039,050 +$9,704,875 $33.43 163
2024 Q2 16,605,668 $458,481,708 +$788,402 $27.61 149
2024 Q1 16,559,360 $484,168,790 -$10,523,663 $29.23 159
2023 Q4 42,399 $1,327,937 -$24,524 $31.32 1
2023 Q3 17,072,771 $489,986,006 -$12,945,036 $28.70 156
2023 Q2 17,050,110 $446,024,115 +$15,968,447 $26.16 147
2023 Q1 16,761,886 $556,439,406 +$1,450,938 $33.20 143
2022 Q4 16,996,487 $611,426,271 +$6,949,705 $35.99 134
2022 Q3 16,831,575 $595,222,168 +$3,575,154 $35.36 145
2022 Q2 16,785,558 $628,117,704 +$13,321,842 $37.42 137
2022 Q1 16,537,871 $674,787,583 -$2,227,638 $40.83 131
2021 Q4 16,475,250 $688,926,051 +$3,738,698 $41.82 137
2021 Q3 16,364,868 $626,678,782 -$7,730,109 $38.29 121
2021 Q2 16,578,295 $633,669,111 +$50,496 $38.23 129
2021 Q1 16,540,615 $637,150,817 +$20,626,006 $38.51 118
2020 Q4 16,237,087 $503,924,979 +$11,612,432 $31.03 119
2020 Q3 15,898,028 $388,468,278 -$17,241,824 $24.43 113
2020 Q2 16,523,871 $457,983,687 -$36,238,187 $27.72 124
2020 Q1 17,775,468 $540,007,115 -$15,281,486 $30.39 111
2019 Q4 18,335,068 $680,916,173 +$18,194,031 $37.14 116
2019 Q3 17,865,686 $609,422,064 +$2,619,646 $34.11 113
2019 Q2 17,783,031 $575,785,050 -$1,276,379 $32.38 113
2019 Q1 17,986,259 $598,111,739 +$7,355,184 $33.23 118
2018 Q4 17,758,661 $563,879,449 -$9,401,076 $31.75 116
2018 Q3 17,979,262 $625,551,721 +$38,145,922 $34.80 123
2018 Q2 16,525,991 $556,604,708 +$19,245,720 $33.68 121
2018 Q1 16,294,272 $566,062,887 +$35,807,066 $34.74 126
2017 Q4 15,247,694 $513,584,374 +$3,284,538 $33.68 114
2017 Q3 15,082,893 $548,301,394 +$1,507,264 $36.36 117
2017 Q2 15,068,442 $526,483,423 +$8,410,940 $34.94 120
2017 Q1 14,802,685 $496,970,316 +$128,895,923 $33.57 118
2016 Q4 13,969,650 $526,229,342 +$85,769,291 $37.67 131
2016 Q3 11,779,024 $379,090,974 +$12,039,704 $32.18 114
2016 Q2 11,398,169 $352,528,648 +$19,535,961 $30.92 115
2016 Q1 10,835,512 $282,477,129 -$21,501,743 $26.07 109
2015 Q4 11,697,661 $280,927,401 -$11,415,137 $24.02 112
2015 Q3 11,677,535 $321,734,279 +$19,120,014 $27.55 106
2015 Q2 10,703,041 $312,557,579 +$13,836,879 $29.23 103
2015 Q1 10,507,496 $301,300,930 +$39,601,950 $28.69 107
2014 Q4 9,360,946 $270,539,487 +$42,085,830 $28.91 103
2014 Q3 7,855,081 $261,174,987 -$765,023 $33.25 106
2014 Q2 8,018,940 $232,230,888 +$60,301,050 $28.96 106
2014 Q1 5,888,234 $184,708,702 -$2,734,551 $31.38 91