SOUTHSIDE BANCSHARES INC (SBSI) — Institutional Holders, Q2 2026
197 institutional investment managers reported a SBSI position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $599.3M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
SBSI in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- MACKENZIE FINANCIALAdded · +74,971 sh+$2.6M
- BlackRockAdded · +69,751 sh+$2.5M
- VANGUARD PORTFOLIO MANAGEMENTAdded · +41,333 sh+$1.5M
- AQR CAPITAL MANAGEMENTAdded · +35,446 sh+$1.2M
- STATE STREETAdded · +34,564 sh+$1.2M
Biggest sellers
- ProShare AdvisorsSold out · -207,364 sh-$7.3M
- GOLDMAN SACHS GROUPTrimmed · -100,195 sh-$3.5M
- MORGAN STANLEYTrimmed · -54,909 sh-$1.9M
- JANE STREET GROUPSold out · -47,297 sh-$1.7M
- TWO SIGMA INVESTMENTSTrimmed · -46,359 sh-$1.6M
SBSI 13F holders ranked 1–100 of 197
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | BlackRock#1 · 4,271,247 sh | 4,271,247 | $150.3M | <0.01% | +1.7% |
| 2 | DIMENSIONAL FUND ADVISORS#2 · 1,406,812 sh | 1,406,812 | $49.5M | <0.01% | +1.6% |
| 3 | STATE STREET#3 · 1,328,182 sh | 1,328,182 | $46.7M | <0.01% | +2.7% |
| 4 | VANGUARD CAPITAL MANAGEMENT#4 · 1,248,193 sh | 1,248,193 | $43.9M | <0.01% | +0.9% |
| 5 | GEODE CAPITAL MANAGEMENT#5 · 737,957 sh | 737,957 | $26.0M | <0.01% | +2.3% |
| 6 | VANGUARD PORTFOLIO MANAGEMENT#6 · 630,384 sh | 630,384 | $22.2M | <0.01% | +7.0% |
| 7 | RENAISSANCE TECHNOLOGIES#7 · 419,146 sh | 419,146 | $14.7M | 0.02% | -4.8% |
| 8 | CHARLES SCHWAB INVESTMENT MANAGEMENT#8 · 360,385 sh | 360,385 | $12.7M | <0.01% | -7.6% |
| 9 | TWO SIGMA INVESTMENTS#9 · 348,461 sh | 348,461 | $12.3M | <0.01% | -11.7% |
| 10 | NORTHERN#10 · 342,761 sh | 342,761 | $12.1M | <0.01% | +7.4% |
| 11 | AMERICAN CENTURY COMPANIES#11 · 338,886 sh | 338,886 | $11.9M | <0.01% | -1.3% |
| 12 | Bank of New York Mellon#12 · 261,818 sh | 261,818 | $9.2M | <0.01% | +4.0% |
| 13 | ROYAL BANK OF CANADA#13 · 257,180 sh | 257,180 | $9.1M | <0.01% | -1.4% |
| 14 | Invesco Ltd.#14 · 256,437 sh | 256,437 | $9.0M | <0.01% | +1.0% |
| 15 | GOLDMAN SACHS GROUP#15 · 255,209 sh | 255,209 | $9.0M | <0.01% | -28.2% |
| 16 | MORGAN STANLEY#16 · 229,982 sh | 229,982 | $8.1M | <0.01% | -19.3% |
| 17 | HOTCHKIS & WILEY CAPITAL MANAGEMENT#17 · 206,150 sh | 206,150 | $7.3M | 0.02% | +0.7% |
| 18 | AQR CAPITAL MANAGEMENT#18 · 188,629 sh | 188,629 | $6.6M | <0.01% | +23.1% |
| 19 | VANGUARD FIDUCIARY#19 · 188,255 sh | 188,255 | $6.6M | <0.01% | +5.3% |
| 20 | JPMORGAN CHASE#20 · 162,584 sh | 162,584 | $5.7M | <0.01% | -8.3% |
| 21 | BRIDGEWAY CAPITAL MANAGEMENT#21 · 151,664 sh | 151,664 | $5.3M | 0.09% | +5.3% |
| 22 | MACKENZIE FINANCIAL#22 · 147,700 sh | 147,700 | $5.2M | <0.01% | +103.1% |
| 23 | PRINCIPAL FINANCIAL GROUP#23 · 135,423 sh | 135,423 | $4.8M | <0.01% | -0.3% |
| 24 | BANK OF AMERICA#24 · 129,163 sh | 129,163 | $4.5M | <0.01% | +3.1% |
| 25 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#25 · 120,629 sh | 120,629 | $4.2M | <0.01% | +4.8% |
| 26 | THIRD AVENUE MANAGEMENT#26 · 116,879 sh | 116,879 | $4.1M | 0.66% | 0.0% |
| 27 | Empowered Funds#27 · 113,411 sh | 113,411 | $4.0M | 0.02% | +13.1% |
| 28 | PUBLIC SECTOR PENSION INVESTMENT BOARD#28 · 95,826 sh | 95,826 | $3.4M | <0.01% | -4.1% |
| 29 | State of New Jersey Common Pension Fund D#29 · 92,388 sh | 92,388 | $3.3M | 0.01% | 0.0% |
| 30 | Nuveen#30 · 86,335 sh | 86,335 | $3.0M | <0.01% | +40.0% |
| 31 | CITADEL ADVISORS#31 · 84,790 sh | 84,790 | $3.0M | <0.01% | -10.8% |
| 32 | UBS Group AG#32 · 77,958 sh | 77,958 | $2.7M | <0.01% | -14.7% |
| 33 | PRICE T ROWE ASSOCIATES#33 · 74,486 sh | 74,486 | $2.6M | <0.01% | +29.6% |
| 34 | Parkway Wealth Management Group#34 · 74,109 sh | 74,109 | $2.6M | — | 0.0% |
| 35 | AMERIPRISE FINANCIAL#35 · 72,308 sh | 72,308 | $2.5M | <0.01% | +1.9% |
| 36 | RHUMBLINE ADVISERS#36 · 70,585 sh | 70,585 | $2.5M | <0.01% | -12.4% |
| 37 | Polaris Capital Management#37 · 70,158 sh | 70,158 | $2.5M | — | +11.5% |
| 38 | KESTREL INVESTMENT MANAGEMENT#38 · 69,000 sh | 69,000 | $2.4M | 1.32% | 0.0% |
| 39 | MILLENNIUM MANAGEMENT#39 · 68,270 sh | 68,270 | $2.4M | <0.01% | +17.6% |
| 40 | Creative Planning#40 · 63,689 sh | 63,689 | $2.2M | <0.01% | -0.3% |
| 41 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#41 · 63,442 sh | 63,442 | $2.2M | <0.01% | -1.5% |
| 42 | Legal & General Group Plc#42 · 60,698 sh | 60,698 | $2.1M | <0.01% | -7.8% |
| 43 | WELLS FARGO & COMPANY#43 · 58,621 sh | 58,621 | $2.1M | <0.01% | +37.2% |
| 44 | Pingora Partners#44 · 58,375 sh | 58,375 | $2.1M | 1.20% | -5.5% |
| 45 | Swiss National Bank#45 · 56,718 sh | 56,718 | $2.0M | <0.01% | +1.6% |
| 46 | Fisher Asset Management#46 · 53,630 sh | 53,630 | $1.9M | <0.01% | 0.0% |
| 47 | Quantinno Capital Management#47 · 47,845 sh | 47,845 | $1.7M | <0.01% | +26.3% |
| 48 | ROYCE & ASSOCIATES#48 · 43,468 sh | 43,468 | $1.5M | 0.01% | -7.9% |
| 49 | PRUDENTIAL FINANCIAL#49 · 41,738 sh | 41,738 | $1.5M | <0.01% | +0.9% |
| 50 | PINNACLE ASSOCIATES LTD#50 · 41,574 sh | 41,574 | $1.5M | — | +2.2% |
| 51 | Campbell & Investment Adviser#51 · 40,982 sh | 40,982 | $1.4M | 0.08% | +18.7% |
| 52 | Universal- Beteiligungs- und Servicegesellschaft mbH#52 · 39,818 sh | 39,818 | $1.4M | <0.01% | +1.5% |
| 53 | CAPTRUST FINANCIAL ADVISORS#53 · 31,725 sh | 31,725 | $1.1M | <0.01% | +1.9% |
| 54 | DEUTSCHE BANK AG\#54 · 31,443 sh | 31,443 | $1.1M | <0.01% | +4.4% |
| 55 | ALLIANCEBERNSTEIN L.P.#55 · 34,590 sh | 34,590 | $1.1M | <0.01% | +22.9% |
| 56 | Zurcher Kantonalbank (Zurich Cantonalbank)#56 · 29,020 sh | 29,020 | $1.0M | <0.01% | +105.0% |
| 57 | WEDGE CAPITAL MANAGEMENT L L P#57 · 25,157 sh | 25,157 | $885.3K | — | -11.1% |
| 58 | GREAT WEST LIFE ASSURANCE#58 · 24,713 sh | 24,713 | $869.0K | <0.01% | +0.6% |
| 59 | Solutions 4 Wealth, Ltd#59 · 24,242 sh | 24,242 | $853.1K | 1.10% | 0.0% |
| 60 | CITIGROUP#60 · 23,442 sh | 23,442 | $824.9K | <0.01% | +33.5% |
| 61 | LPL Financial#61 · 22,727 sh | 22,727 | $799.8K | <0.01% | +41.9% |
| 62 | Vanguard Global Advisers#62 · 21,704 sh | 21,704 | $763.8K | <0.01% | +5.1% |
| 63 | Y-Intercept (Hong Kong) Ltd#63 · 21,271 sh | 21,271 | $748.5K | — | New |
| 64 | Squarepoint Ops#64 · 21,211 sh | 21,211 | $746.4K | <0.01% | -3.4% |
| 65 | IEQ CAPITAL#65 · 20,043 sh | 20,043 | $705.3K | <0.01% | +38.9% |
| 66 | Hennion & Walsh Asset Management#66 · 19,720 sh | 19,720 | $693.9K | — | +0.6% |
| 67 | Inspire Investing#67 · 19,384 sh | 19,384 | $682.1K | — | +17.2% |
| 68 | FRANKLIN RESOURCES#68 · 19,133 sh | 19,133 | $673.3K | <0.01% | +4.2% |
| 69 | THRIVENT FINANCIAL FOR LUTHERANS#69 · 18,365 sh | 18,365 | $646.0K | <0.01% | -1.5% |
| 70 | VANGUARD ASSET MANAGEMENT, Ltd#70 · 18,240 sh | 18,240 | $641.9K | <0.01% | 0.0% |
| 71 | TEACHER RETIREMENT SYSTEM OF TEXAS#71 · 17,563 sh | 17,563 | $618.0K | <0.01% | +26.7% |
| 72 | MetLife Investment Management#72 · 17,018 sh | 17,018 | $598.9K | <0.01% | +0.1% |
| 73 | State of Tennessee, Treasury Department#73 · 15,966 sh | 15,966 | $561.8K | <0.01% | +41.1% |
| 74 | HighTower Advisors#74 · 15,762 sh | 15,762 | $554.7K | <0.01% | -3.0% |
| 75 | Russell Investments Group, Ltd.#75 · 15,740 sh | 15,740 | $553.9K | <0.01% | +549.9% |
| 76 | Mariner#76 · 15,341 sh | 15,341 | $539.8K | <0.01% | +12.7% |
| 77 | FIFTH THIRD BANCORP#77 · 15,140 sh | 15,140 | $532.8K | <0.01% | -8.4% |
| 78 | Illinois Municipal Retirement Fund#78 · 15,105 sh | 15,105 | $531.5K | <0.01% | -2.4% |
| 79 | Bayview Asset Management#79 · 15,000 sh | 15,000 | $527.9K | 0.11% | 0.0% |
| 80 | HRT FINANCIAL#80 · 14,791 sh | 14,791 | $520.0K | <0.01% | +30.7% |
| 81 | SEI INVESTMENTS#81 · 14,755 sh | 14,755 | $519.2K | <0.01% | -28.4% |
| 82 | Jupiter Topco#82 · 13,532 sh | 13,532 | $476.0K | <0.01% | — |
| 83 | MIRAE ASSET GLOBAL ETFS Ltd.#83 · 13,417 sh | 13,417 | $472.1K | <0.01% | -1.2% |
| 84 | Louisiana State Employees Retirement System#84 · 12,300 sh | 12,300 | $432.8K | — | -0.8% |
| 85 | SG Americas Securities#85 · 12,206 sh | 12,206 | $430.0K | <0.01% | +68.9% |
| 86 | NewEdge Advisors#86 · 11,918 sh | 11,918 | $419.4K | <0.01% | +0.5% |
| 87 | Redwood Family Wealth#87 · 11,182 sh | 11,182 | $393.5K | — | -1.2% |
| 88 | Focus Partners Wealth#88 · 10,848 sh | 10,848 | $381.7K | <0.01% | -3.7% |
| 89 | SUSQUEHANNA FUNDAMENTAL INVESTMENTS#89 · 10,777 sh | 10,777 | $379.2K | <0.01% | +38.0% |
| 90 | MERCER GLOBAL ADVISORS#90 · 10,757 sh | 10,757 | $378.5K | <0.01% | +44.7% |
| 91 | Bill Few Associates#91 · 10,444 sh | 10,444 | $367.5K | — | +11.5% |
| 92 | State of Alaska, Department of Revenue#92 · 10,421 sh | 10,421 | $366.0K | — | -30.5% |
| 93 | NAPLES GLOBAL ADVISORS#93 · 10,209 sh | 10,209 | $359.3K | 0.02% | +2.0% |
| 94 | Vanguard Investments Australia, Ltd.#94 · 10,117 sh | 10,117 | $356.0K | <0.01% | 0.0% |
| 95 | BARCLAYS PLC#95 · 9,958 sh | 9,958 | $350.4K | <0.01% | -16.0% |
| 96 | Quantbot Technologies#96 · 9,895 sh | 9,895 | $348.2K | 0.01% | New |
| 97 | Gibson Wealth Advisors#97 · 9,856 sh | 9,856 | $346.8K | — | 0.0% |
| 98 | NEW YORK STATE COMMON RETIREMENT FUND#98 · 9,434 sh | 9,434 | $332.0K | <0.01% | 0.0% |
| 99 | Odyssean#99 · 9,226 sh | 9,226 | $324.7K | 0.05% | New |
| 100 | Ameritas Advisory Services#100 · 9,186 sh | 9,186 | $323.3K | <0.01% | New |
Funds that sold out of SBSI in Q2 2026 (9)
Held SBSI at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| ProShare Advisors207,364 sh | 207,364 | $6.4M |
| JANE STREET GROUP47,297 sh | 47,297 | $1.5M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP15,966 sh | 15,966 | $496.4K |
| Toroso Investments15,267 sh | 15,267 | $474.7K |
| Advisory Services Network4,625 sh | 4,625 | $143.8K |
| QUADRANT CAPITAL GROUP5,476 sh | 5,476 | $134.1K |
| MAI Capital Management70 sh | 70 | $2.2K |
| Root Financial Partners34 sh | 34 | $1.1K |
| TWIN PEAKS WEALTH ADVISORS23 sh | 23 | $715.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.