SBSI Southside Bancshares, Inc.
Southside Bancshares, Inc. (SBSI) Institutional Ownership
What the institutions did with SBSI last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| BlackRock, Inc. | 4.3M | 25.0% |
| DIMENSIONAL FUND ADVISORS LP | 1.4M | 8.2% |
| STATE STREET CORP | 1.3M | 7.8% |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.2M | 7.3% |
| GEODE CAPITAL MANAGEMENT, LLC | 738.0K | 4.3% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 630.4K | 3.7% |
| RENAISSANCE TECHNOLOGIES LLC | 419.1K | 2.5% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 360.4K | 2.1% |
| TWO SIGMA INVESTMENTS, LP | 348.5K | 2.0% |
| NORTHERN TRUST CORP | 342.8K | 2.0% |
| AMERICAN CENTURY COMPANIES INC | 338.9K | 2.0% |
| Bank of New York Mellon Corp | 261.8K | 1.5% |
| ROYAL BANK OF CANADA | 257.2K | 1.5% |
| Invesco Ltd. | 256.4K | 1.5% |
| GOLDMAN SACHS GROUP INC | 255.2K | 1.5% |
| MORGAN STANLEY | 230.0K | 1.3% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 206.2K | 1.2% |
| AQR CAPITAL MANAGEMENT LLC | 188.6K | 1.1% |
| VANGUARD FIDUCIARY TRUST CO | 188.3K | 1.1% |
| JPMORGAN CHASE & CO | 162.6K | 1.0% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 151.7K | 0.9% |
| MACKENZIE FINANCIAL CORP | 147.7K | 0.9% |
| PRINCIPAL FINANCIAL GROUP INC | 135.4K | 0.8% |
| BANK OF AMERICA CORP /DE/ | 129.2K | 0.8% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 120.6K | 0.7% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| ProShare Advisors LLC | Sold Out | 207.4K | 0 | -207.4K |
| GOLDMAN SACHS GROUP INC | Reduced | 355.4K | 255.2K | -100.2K |
| MACKENZIE FINANCIAL CORP | Increased | 72.7K | 147.7K | +75.0K |
| BlackRock, Inc. | Increased | 4.2M | 4.3M | +69.8K |
| MORGAN STANLEY | Reduced | 284.9K | 230.0K | -54.9K |
| JANE STREET GROUP, LLC | Sold Out | 47.3K | 0 | -47.3K |
| TWO SIGMA INVESTMENTS, LP | Reduced | 394.8K | 348.5K | -46.4K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Increased | 589.1K | 630.4K | +41.3K |
| AQR CAPITAL MANAGEMENT LLC | Increased | 153.2K | 188.6K | +35.4K |
| STATE STREET CORP | Increased | 1.3M | 1.3M | +34.6K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Reduced | 389.9K | 360.4K | -29.5K |
| Nuveen, LLC | Increased | 61.7K | 86.3K | +24.7K |
| NORTHERN TRUST CORP | Increased | 319.2K | 342.8K | +23.5K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 1.4M | 1.4M | +22.1K |
| Y-Intercept (Hong Kong) Ltd | New | 0 | 21.3K | +21.3K |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | 440.1K | 419.1K | -21.0K |
| PRICE T ROWE ASSOCIATES INC /MD/ | Increased | 57.5K | 74.5K | +17.0K |
| GEODE CAPITAL MANAGEMENT, LLC | Increased | 721.4K | 738.0K | +16.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Sold Out | 16.0K | 0 | -16.0K |
| WELLS FARGO & COMPANY/MN | Increased | 42.7K | 58.6K | +15.9K |
| Tidal Investments LLC | Sold Out | 15.3K | 0 | -15.3K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | Increased | 14.2K | 29.0K | +14.9K |
| JPMORGAN CHASE & CO | Reduced | 177.3K | 162.6K | -14.7K |
| UBS Group AG | Reduced | 91.4K | 78.0K | -13.4K |
| Russell Investments Group, Ltd. | Increased | 2.4K | 15.7K | +13.3K |
| Empowered Funds, LLC | Increased | 100.3K | 113.4K | +13.1K |
| VANGUARD CAPITAL MANAGEMENT LLC | Increased | 1.2M | 1.2M | +11.1K |
| CITADEL ADVISORS LLC | Reduced | 95.1K | 84.8K | -10.3K |
| MILLENNIUM MANAGEMENT LLC | Increased | 58.0K | 68.3K | +10.2K |
| Bank of New York Mellon Corp | Increased | 251.8K | 261.8K | +10.1K |
| RHUMBLINE ADVISERS | Reduced | 80.6K | 70.6K | -10.0K |
| Quantinno Capital Management LP | Increased | 37.9K | 47.8K | +10.0K |
| Quantbot Technologies LP | New | 0 | 9.9K | +9.9K |
| VANGUARD FIDUCIARY TRUST CO | Increased | 178.8K | 188.3K | +9.5K |
| Odyssean, LLC | New | 0 | 9.2K | +9.2K |
| Ameritas Advisory Services, LLC | New | 0 | 9.2K | +9.2K |
| XTX Topco Ltd | New | 0 | 9.1K | +9.1K |
| Steward Partners Investment Advisory, LLC | New | 0 | 8.8K | +8.8K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | Increased | 144.1K | 151.7K | +7.6K |
| BAILARD, INC. | New | 0 | 7.5K | +7.5K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | New | 0 | 7.3K | +7.3K |
| Polaris Capital Management, LLC | Increased | 62.9K | 70.2K | +7.2K |
| NEUBERGER BERMAN GROUP LLC | New | 0 | 7.2K | +7.2K |
| LPL Financial LLC | Increased | 16.0K | 22.7K | +6.7K |
| VOYA INVESTMENT MANAGEMENT LLC | New | 0 | 6.7K | +6.7K |
| Campbell & CO Investment Adviser LLC | Increased | 34.5K | 41.0K | +6.5K |
| ALLIANCEBERNSTEIN L.P. | Increased | 28.1K | 34.6K | +6.5K |
| Sanctuary Advisors, LLC | New | 0 | 6.0K | +6.0K |
| CITIGROUP INC | Increased | 17.6K | 23.4K | +5.9K |
| SEI INVESTMENTS CO | Reduced | 20.6K | 14.8K | -5.8K |
| IEQ CAPITAL, LLC | Increased | 14.4K | 20.0K | +5.6K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Increased | 115.1K | 120.6K | +5.5K |
| Rafferty Asset Management, LLC | Reduced | 13.5K | 8.1K | -5.4K |
| Legal & General Group Plc | Reduced | 65.8K | 60.7K | -5.1K |
| SG Americas Securities, LLC | Increased | 7.2K | 12.2K | +5.0K |
| Pinnacle Wealth Management Advisory Group, LLC | Reduced | 13.6K | 8.7K | -4.9K |
| State of Tennessee, Department of Treasury | Increased | 11.3K | 16.0K | +4.6K |
| Advisory Services Network, LLC | Sold Out | 4.6K | 0 | -4.6K |
| State of Alaska, Department of Revenue | Reduced | 15.0K | 10.4K | -4.6K |
| AMERICAN CENTURY COMPANIES INC | Reduced | 343.3K | 338.9K | -4.4K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.