DaveManuel.com · Institutional Ownership · Who Owns It
SOUTHSIDE BANCSHARES INC (SBSI)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
198
Reporting holders
$613.1M
Reported value
57.2%
Of shares outstanding
0.0%
Calls
2.1%
Puts
+15
Holder change
Institutions report 17,060,913 shares against 29,807,980 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $150.3M | 4,271,247 | 0.00% | 8q | +1.7%+$2.5M |
| DIMENSIONAL FUND ADVISORS LP | $49.5M | 1,406,812 | 0.01% | 31q | +1.6%+$776.5K |
| STATE STREET CORP | $46.7M | 1,328,182 | 0.00% | 31q | +2.7%+$1.2M |
| VANGUARD CAPITAL MANAGEMENT LLC | $43.9M | 1,248,193 | 0.00% | 2q | +0.9%+$389.6K |
| GEODE CAPITAL MANAGEMENT, LLC | $26.0M | 737,957 | 0.00% | 31q | +2.3%+$582.2K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $22.2M | 630,384 | 0.00% | 2q | +7.0%+$1.5M |
| RENAISSANCE TECHNOLOGIES LLC | $14.7M | 419,146 | 0.02% | 31q | -4.8%-$739.0K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $12.7M | 360,385 | 0.00% | 31q | -7.6%-$1.0M |
| TWO SIGMA INVESTMENTS, LP | $12.3M | 348,461 | 0.01% | 17q | -11.7%-$1.6M |
| NORTHERN TRUST CORP | $12.1M | 342,761 | 0.00% | 31q | +7.4%+$828.2K |
| AMERICAN CENTURY COMPANIES INC | $11.9M | 338,886 | 0.01% | 21q | -1.3%-$156.2K |
| JANE STREET GROUP, LLC | $11.6M PUT | options only | 0.00% | 2q | OPTIONS |
| Bank of New York Mellon Corp | $9.2M | 261,818 | 0.00% | 31q | +4.0%+$353.8K |
| ROYAL BANK OF CANADA | $9.1M | 257,180 | 0.00% | 31q | -1.4%-$131.9K |
| Invesco Ltd. | $9.0M | 256,437 | 0.00% | 31q | +1.0%+$88.7K |
| GOLDMAN SACHS GROUP INC | $9.0M | 255,209 | 0.00% | 31q | -28.2%-$3.5M |
| MORGAN STANLEY | $8.1M | 229,982 | 0.00% | 35q | -19.3%-$1.9M |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $7.3M | 206,150 | 0.02% | 2q | +0.7%+$49.3K |
| AQR CAPITAL MANAGEMENT LLC | $6.6M | 188,629 | 0.00% | 12q | +23.1%+$1.2M |
| VANGUARD FIDUCIARY TRUST CO | $6.6M | 188,255 | 0.00% | 2q | +5.3%+$334.1K |
| JPMORGAN CHASE & CO | $5.7M | 162,584 | 0.00% | 31q | -8.3%-$512.1K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $5.3M | 151,664 | 0.09% | 12q | +5.3%+$266.2K |
| MACKENZIE FINANCIAL CORP | $5.2M | 147,700 | 0.01% | 4q | +103.1%+$2.6M |
| PRINCIPAL FINANCIAL GROUP INC | $4.8M | 135,423 | 0.00% | 31q | HELD |
| BANK OF AMERICA CORP /DE/ | $4.5M | 129,163 | 0.00% | 31q | +3.1%+$134.6K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $4.2M | 120,629 | 0.00% | 12q | +4.8%+$193.4K |
| CITADEL ADVISORS LLC | $4.2M incl. $1.2M options PUT | 84,790 | 0.00% | 17q | -10.8%-$512.9K |
| THIRD AVENUE MANAGEMENT LLC | $4.1M | 116,879 | 0.66% | 31q | HELD |
| Empowered Funds, LLC | $4.0M | 113,411 | 0.02% | 12q | +13.1%+$461.4K |
| Public Sector Pension Investment Board | $3.4M | 95,826 | 0.01% | 31q | -4.1%-$143.8K |
| State of New Jersey Common Pension Fund D | $3.3M | 92,388 | 0.01% | 16q | HELD |
| Nuveen, LLC | $3.0M | 86,335 | 0.00% | 6q | +40.0%+$868.1K |
| UBS Group AG | $2.7M | 77,958 | 0.00% | 31q | -14.7%-$472.6K |
| PRICE T ROWE ASSOCIATES INC /MD/ | $2.6M | 74,486 | 0.00% | 31q | +29.6%+$598.9K |
| Parkway Wealth Management Group, LLC | $2.6M | 74,109 | 0.30% | 3q | HELD |
| AMERIPRISE FINANCIAL INC | $2.5M | 72,308 | 0.00% | 31q | +1.9%+$47.5K |
| RHUMBLINE ADVISERS | $2.5M | 70,585 | 0.00% | 31q | -12.4%-$351.4K |
| Polaris Capital Management, LLC | $2.5M | 70,158 | 0.23% | 13q | +11.5%+$253.9K |
| KESTREL INVESTMENT MANAGEMENT CORP | $2.4M | 69,000 | 1.32% | 14q | HELD |
| MILLENNIUM MANAGEMENT LLC | $2.4M | 68,270 | 0.00% | 19q | +17.6%+$359.9K |
| Creative Planning | $2.2M | 63,689 | 0.00% | 13q | HELD |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $2.2M | 63,442 | 0.00% | 31q | -1.5%-$33.3K |
| Legal & General Group Plc | $2.1M | 60,698 | 0.00% | 31q | -7.8%-$180.1K |
| WELLS FARGO & COMPANY/MN | $2.1M | 58,621 | 0.00% | 31q | +37.2%+$559.4K |
| Pingora Partners LLC | $2.1M | 58,375 | 1.20% | 6q | -5.5%-$118.6K |
| Swiss National Bank | $2.0M | 56,718 | 0.00% | 31q | +1.6%+$31.7K |
| Fisher Asset Management, LLC | $1.9M | 53,630 | 0.00% | 31q | HELD |
| Quantinno Capital Management LP | $1.7M | 47,845 | 0.00% | 4q | +26.3%+$350.8K |
| ROYCE & ASSOCIATES LP | $1.5M | 43,468 | 0.01% | 6q | -7.9%-$131.5K |
| PRUDENTIAL FINANCIAL INC | $1.5M | 41,738 | 0.00% | 32q | +0.9%+$12.7K |
| PINNACLE ASSOCIATES LTD | $1.5M | 41,574 | 0.02% | 5q | +2.2%+$31.8K |
| Campbell & CO Investment Adviser LLC | $1.4M | 40,982 | 0.08% | 12q | +18.7%+$227.5K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $1.4M | 39,818 | 0.00% | 3q | +1.5%+$20.9K |
| CAPTRUST FINANCIAL ADVISORS | $1.1M | 31,725 | 0.00% | 27q | +1.9%+$21.0K |
| DEUTSCHE BANK AG\ | $1.1M | 31,443 | 0.00% | 34q | +4.4%+$46.5K |
| ALLIANCEBERNSTEIN L.P. | $1.1M | 34,590 | 0.00% | 31q | +22.9%+$200.5K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $1.0M | 29,020 | 0.00% | 31q | +105.0%+$523.0K |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $939.1K | 26,686 | 0.00% | 31q | +1.4%+$12.6K |
| WEDGE CAPITAL MANAGEMENT L L P/NC | $885.3K | 25,157 | 0.01% | 7q | -11.1%-$111.0K |
| CANADA LIFE ASSURANCE Co | $869.0K | 24,713 | 0.00% | 27q | +0.6%+$4.9K |
| Solutions 4 Wealth, Ltd | $853.1K | 24,242 | 1.10% | 11q | HELD |
| CITIGROUP INC | $824.9K | 23,442 | 0.00% | 31q | +33.5%+$207.0K |
| LPL Financial LLC | $799.8K | 22,727 | 0.00% | 13q | +41.9%+$236.1K |
| Vanguard Global Advisers, LLC | $763.8K | 21,704 | 0.00% | 2q | +5.1%+$37.1K |
| Y-Intercept (Hong Kong) Ltd | $748.5K | 21,271 | 0.01% | new | NEW |
| Squarepoint Ops LLC | $746.4K | 21,211 | 0.00% | 7q | -3.4%-$26.0K |
| IEQ CAPITAL, LLC | $705.3K | 20,043 | 0.00% | 6q | +38.9%+$197.6K |
| Hennion & Walsh Asset Management, Inc. | $693.9K | 19,720 | 0.02% | 18q | +0.6%+$4.0K |
| Inspire Investing, LLC | $682.1K | 19,384 | 0.03% | 26q | +17.2%+$100.2K |
| FRANKLIN RESOURCES INC | $673.3K | 19,133 | 0.00% | 2q | +4.2%+$27.4K |
| Thrivent Financial for Lutherans | $646.0K | 18,365 | 0.00% | 31q | -1.5%-$10.0K |
| VANGUARD ASSET MANAGEMENT, Ltd | $641.9K | 18,240 | 0.00% | 2q | HELD |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $618.0K | 17,563 | 0.00% | 2q | +26.7%+$130.1K |
| MetLife Investment Management, LLC | $598.9K | 17,018 | 0.00% | 32q | HELD |
| State of Tennessee, Department of Treasury | $561.8K | 15,966 | 0.00% | 31q | +41.1%+$163.5K |
| HighTower Advisors, LLC | $554.7K | 15,762 | 0.00% | 23q | -3.0%-$17.1K |
| Russell Investments Group, Ltd. | $553.9K | 15,740 | 0.00% | 14q | +549.9%+$468.7K |
| Mariner, LLC | $539.8K | 15,341 | 0.00% | 8q | +12.7%+$60.9K |
| FIFTH THIRD BANCORP | $532.8K | 15,140 | 0.00% | 5q | -8.4%-$49.1K |
| Illinois Municipal Retirement Fund | $531.5K | 15,105 | 0.01% | 12q | -2.4%-$13.2K |
| BAYVIEW ASSET MANAGEMENT, LLC | $527.9K | 15,000 | 0.11% | 4q | HELD |
| HRT FINANCIAL LP | $520.0K | 14,791 | 0.00% | 2q | +30.7%+$122.2K |
| SEI INVESTMENTS CO | $519.2K | 14,755 | 0.00% | 2q | -28.4%-$205.6K |
| Jupiter Topco LLC | $476.0K | 13,532 | 0.00% | new | FIRST |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $472.1K | 13,417 | 0.00% | 4q | -1.2%-$5.8K |
| Louisiana State Employees Retirement System | $432.8K | 12,300 | 0.01% | 31q | -0.8%-$3.5K |
| SG Americas Securities, LLC | $430.0K | 12,206 | 0.00% | 4q | +68.9%+$175.5K |
| NewEdge Advisors, LLC | $419.4K | 11,918 | 0.00% | 5q | HELD |
| Redwood Family Wealth LLC | $393.5K | 11,182 | 0.35% | 3q | -1.2%-$4.9K |
| Focus Partners Wealth | $381.7K | 10,848 | 0.00% | 3q | -3.7%-$14.9K |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $379.2K | 10,777 | 0.01% | 2q | +38.0%+$104.4K |
| MERCER GLOBAL ADVISORS INC /ADV | $378.5K | 10,757 | 0.00% | 2q | +44.7%+$117.0K |
| Bill Few Associates, Inc. | $367.5K | 10,444 | 0.08% | 3q | +11.5%+$37.8K |
| State of Alaska, Department of Revenue | $366.0K | 10,421 | 0.00% | 31q | -30.5%-$160.9K |
| NAPLES GLOBAL ADVISORS, LLC | $359.3K | 10,209 | 0.02% | 31q | +2.0%+$7.0K |
| Vanguard Investments Australia, Ltd. | $356.0K | 10,117 | 0.00% | 2q | HELD |
| BARCLAYS PLC | $350.4K | 9,958 | 0.00% | 31q | -16.0%-$66.9K |
| Quantbot Technologies LP | $348.2K | 9,895 | 0.01% | new | NEW |
| Gibson Wealth Advisors LLC | $346.8K | 9,856 | 0.22% | 15q | HELD |
| NEW YORK STATE COMMON RETIREMENT FUND | $332.0K | 9,434 | 0.00% | 31q | HELD |
Showing the largest 100 of 198 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 48 | $10.6M | 351,226 | 8 | 17 | 9 | 0.0% |
| Q2 2026 | 198 | $613.1M | 17,060,913 | 23 | 76 | 52 | 2.1% |
| Q1 2026 | 183 | $540.1M | 17,050,546 | 16 | 59 | 61 | 1.8% |
| Q4 2025 | 180 | $520.7M | 17,130,562 | 22 | 59 | 64 | 0.0% |
| Q3 2025 | 175 | $497.6M | 17,613,162 | 24 | 61 | 51 | 0.0% |
| Q2 2025 | 174 | $514.6M | 17,481,566 | 26 | 60 | 50 | 0.0% |
| Q1 2025 | 170 | $505.5M | 17,447,395 | 24 | 50 | 60 | 0.0% |
| Q4 2024 | 156 | $551.2M | 17,354,603 | 9 | 46 | 52 | 0.0% |
| Q3 2024 | 163 | $579.0M | 17,318,771 | 25 | 44 | 57 | 0.0% |
| Q2 2024 | 148 | $463.9M | 16,790,872 | 11 | 56 | 47 | 0.1% |
| Q1 2024 | 159 | $510.9M | 17,462,583 | 21 | 50 | 49 | 0.1% |
| Q4 2023 | 148 | $542.2M | 17,310,156 | 8 | 40 | 60 | 0.0% |
| Q3 2023 | 156 | $490.1M | 17,072,771 | 18 | 35 | 67 | 0.0% |
| Q2 2023 | 151 | $458.7M | 17,513,291 | 23 | 45 | 51 | 0.0% |
| Q1 2023 | 143 | $556.8M | 16,770,629 | 17 | 48 | 51 | 0.0% |
| Q4 2022 | 137 | $621.4M | 17,270,376 | 7 | 54 | 47 | 0.0% |
| Q3 2022 | 145 | $680.4M | 19,241,039 | 22 | 41 | 38 | 0.0% |
| Q2 2022 | 135 | $711.3M | 19,006,685 | 21 | 31 | 48 | 0.0% |
| Q1 2022 | 131 | $765.6M | 18,762,326 | 4 | 42 | 39 | 0.0% |
| Q4 2021 | 138 | $1.1B | 25,302,432 | 19 | 33 | 40 | 0.0% |
| Q3 2021 | 120 | $957.9M | 25,015,375 | 9 | 37 | 46 | 0.0% |
| Q2 2021 | 129 | $1.0B | 26,505,944 | 20 | 32 | 46 | 0.0% |
| Q1 2021 | 118 | $1.0B | 26,038,300 | 15 | 38 | 40 | 0.0% |
| Q4 2020 | 119 | $805.3M | 25,950,029 | 16 | 36 | 36 | 0.0% |
| Q3 2020 | 112 | $625.3M | 25,593,040 | 6 | 37 | 37 | 0.0% |
| Q2 2020 | 123 | $727.4M | 26,244,589 | 24 | 29 | 46 | 0.0% |
| Q1 2020 | 112 | $1.2B | 40,599,368 | 6 | 36 | 47 | 0.0% |
| Q4 2019 | 117 | $1.1B | 29,605,900 | 11 | 42 | 36 | 0.0% |
| Q3 2019 | 113 | $989.4M | 28,986,653 | 2 | 52 | 26 | 0.1% |
| Q2 2019 | 114 | $936.3M | 28,918,411 | 11 | 36 | 29 | 0.0% |
| Q1 2019 | 117 | $967.0M | 29,086,642 | 6 | 27 | 52 | 0.0% |
| Q4 2018 | 115 | $930.8M | 29,314,586 | 2 | 2 | 3 | 0.0% |