Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

SOUTHSIDE BANCSHARES INC

CIK 0000705432SBSI· quarter ending 2026-06-30

Shares outstanding

29,807,980

as of 2026-07-21 · 10-Q cover page, filed 2026-07-24

Held by 13F filers

17,060,849

57.2% of shares outstanding

Holders

195

+11 vs 2026-03-31 · 23 new, 12 exited

Value

$600.2M

shares +0.1% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-07-24, as of 2026-07-21)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	SBSI · NYSETX	29,807,980	17,060,849	57.2%	195	84470P109

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine

Count	CUSIP	Class (as filers write it)	Holders	Shares held	Class shares	% of class	Value	Options	Mapped via
	84470P109	COM	195	17,060,849	29,807,980	57.2%	$600.2M	0 call / 2 put	13DG	holders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings. 1 further CUSIPs map to this company (mostly bonds) but no 13F filer held them this quarter.

Top holders (195 of 195 · 84470P109)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	BlackRock, Inc.	4,271,247	14.33%	$150.3M	+69,751 (+1.7%)
2	DIMENSIONAL FUND ADVISORS LP	1,406,812	4.72%	$49.5M	+22,067 (+1.6%)
3	STATE STREET CORP	1,328,182	4.46%	$46.7M	+34,564 (+2.7%)
4	VANGUARD CAPITAL MANAGEMENT LLC	1,248,193	4.19%	$43.9M	+11,072 (+0.9%)
5	GEODE CAPITAL MANAGEMENT, LLC	737,957	2.48%	$26.0M	+16,543 (+2.3%)
6	VANGUARD PORTFOLIO MANAGEMENT LLC	630,384	2.11%	$22.2M	+41,333 (+7.0%)
7	RENAISSANCE TECHNOLOGIES LLC	419,146	1.41%	$14.7M	-21,000 (-4.8%)
8	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	360,385	1.21%	$12.7M	-29,482 (-7.6%)
9	TWO SIGMA INVESTMENTS, LP	348,461	1.17%	$12.3M	-46,359 (-11.7%)
10	NORTHERN TRUST CORP	342,761	1.15%	$12.1M	+23,535 (+7.4%)
11	AMERICAN CENTURY COMPANIES INC	338,886	1.14%	$11.9M	-4,440 (-1.3%)
12	Bank of New York Mellon Corp	261,818	0.88%	$9.2M	+10,054 (+4.0%)
13	ROYAL BANK OF CANADA	257,180	0.86%	$9.1M	-3,748 (-1.4%)
14	Invesco Ltd.	256,437	0.86%	$9.0M	+2,521 (+1.0%)
15	GOLDMAN SACHS GROUP INC	255,209	0.86%	$9.0M	-100,195 (-28.2%)
16	MORGAN STANLEY	229,982	0.77%	$8.1M	-54,909 (-19.3%)
17	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	206,150	0.69%	$7.3M	+1,400 (+0.7%)
18	AQR CAPITAL MANAGEMENT LLC	188,629	0.63%	$6.6M	+35,446 (+23.1%)
19	VANGUARD FIDUCIARY TRUST CO	188,255	0.63%	$6.6M	+9,493 (+5.3%)
20	JPMORGAN CHASE & CO	162,584	0.55%	$5.7M	-14,674 (-8.3%)
21	BRIDGEWAY CAPITAL MANAGEMENT, LLC	151,664	0.51%	$5.3M	+7,566 (+5.3%)
22	MACKENZIE FINANCIAL CORP	147,700	0.50%	$5.2M	+74,971 (+103.1%)
23	PRINCIPAL FINANCIAL GROUP INC	135,423	0.45%	$4.8M	-419 (-0.3%)
24	BANK OF AMERICA CORP /DE/	129,163	0.43%	$4.5M	+3,824 (+3.1%)
25	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	120,629	0.40%	$4.2M	+5,497 (+4.8%)
26	THIRD AVENUE MANAGEMENT LLC	116,879	0.39%	$4.1M	—
27	Empowered Funds, LLC	113,411	0.38%	$4.0M	+13,113 (+13.1%)
28	Public Sector Pension Investment Board	95,826	0.32%	$3.4M	-4,085 (-4.1%)
29	State of New Jersey Common Pension Fund D	92,388	0.31%	$3.3M	—
30	Nuveen, LLC	86,335	0.29%	$3.0M	+24,670 (+40.0%)
31	CITADEL ADVISORS LLC	84,790	0.28%	$3.0M	-10,273 (-10.8%)
32	UBS Group AG	77,958	0.26%	$2.7M	-13,430 (-14.7%)
33	PRICE T ROWE ASSOCIATES INC /MD/	74,486	0.25%	$2.6M	+17,015 (+29.6%)
34	Parkway Wealth Management Group, LLC	74,109	0.25%	$2.6M	+4 (+0.0%)
35	AMERIPRISE FINANCIAL INC	72,308	0.24%	$2.5M	+1,349 (+1.9%)
36	RHUMBLINE ADVISERS	70,585	0.24%	$2.5M	-9,987 (-12.4%)
37	Polaris Capital Management, LLC	70,158	0.24%	$2.5M	+7,214 (+11.5%)
38	KESTREL INVESTMENT MANAGEMENT CORP	69,000	0.23%	$2.4M	—
39	MILLENNIUM MANAGEMENT LLC	68,270	0.23%	$2.4M	+10,227 (+17.6%)
40	Creative Planning	63,689	0.21%	$2.2M	-169 (-0.3%)
41	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	63,442	0.21%	$2.2M	-947 (-1.5%)
42	Legal & General Group Plc	60,698	0.20%	$2.1M	-5,122 (-7.8%)
43	WELLS FARGO & COMPANY/MN	58,621	0.20%	$2.1M	+15,897 (+37.2%)
44	Pingora Partners LLC	58,375	0.20%	$2.1M	-3,370 (-5.5%)
45	Swiss National Bank	56,718	0.19%	$2.0M	+900 (+1.6%)
46	Fisher Asset Management, LLC	53,630	0.18%	$1.9M	—
47	Quantinno Capital Management LP	47,845	0.16%	$1.7M	+9,970 (+26.3%)
48	ROYCE & ASSOCIATES LP	43,468	0.15%	$1.5M	-3,738 (-7.9%)
49	PRUDENTIAL FINANCIAL INC	41,738	0.14%	$1.5M	+360 (+0.9%)
50	PINNACLE ASSOCIATES LTD	41,574	0.14%	$1.5M	+904 (+2.2%)
51	Campbell & CO Investment Adviser LLC	40,982	0.14%	$1.4M	+6,464 (+18.7%)
52	Universal- Beteiligungs- und Servicegesellschaft mbH	39,818	0.13%	$1.4M	+595 (+1.5%)
53	ALLIANCEBERNSTEIN L.P.	34,590	0.12%	$1.1M	+6,450 (+22.9%)
54	CAPTRUST FINANCIAL ADVISORS	31,725	0.11%	$1.1M	+597 (+1.9%)
55	DEUTSCHE BANK AG\	31,443	0.11%	$1.1M	+1,322 (+4.4%)
56	Zurcher Kantonalbank (Zurich Cantonalbank)	29,020	0.10%	$1.0M	+14,861 (+105.0%)
57	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	26,686	0.09%	$939K	+357 (+1.4%)
58	WEDGE CAPITAL MANAGEMENT L L P/NC	25,157	0.08%	$885K	-3,153 (-11.1%)
59	CANADA LIFE ASSURANCE Co	24,713	0.08%	$869K	+140 (+0.6%)
60	Solutions 4 Wealth, Ltd	24,242	0.08%	$853K	—
61	CITIGROUP INC	23,442	0.08%	$825K	+5,883 (+33.5%)
62	LPL Financial LLC	22,727	0.08%	$800K	+6,708 (+41.9%)
63	Vanguard Global Advisers, LLC	21,704	0.07%	$764K	+1,054 (+5.1%)
64	Y-Intercept (Hong Kong) Ltd	21,271	0.07%	$749K	NEW
65	Squarepoint Ops LLC	21,211	0.07%	$746K	-739 (-3.4%)
66	IEQ CAPITAL, LLC	20,043	0.07%	$705K	+5,615 (+38.9%)
67	Hennion & Walsh Asset Management, Inc.	19,720	0.07%	$694K	+114 (+0.6%)
68	Inspire Investing, LLC	19,384	0.07%	$682K	+2,847 (+17.2%)
69	FRANKLIN RESOURCES INC	19,133	0.06%	$673K	+779 (+4.2%)
70	Thrivent Financial for Lutherans	18,365	0.06%	$646K	-284 (-1.5%)
71	VANGUARD ASSET MANAGEMENT, Ltd	18,240	0.06%	$642K	—
72	TEACHER RETIREMENT SYSTEM OF TEXAS	17,563	0.06%	$618K	+3,696 (+26.7%)
73	MetLife Investment Management, LLC	17,018	0.06%	$599K	+24 (+0.1%)
74	State of Tennessee, Department of Treasury	15,966	0.05%	$562K	+4,647 (+41.1%)
75	HighTower Advisors, LLC	15,762	0.05%	$555K	-487 (-3.0%)
76	Russell Investments Group, Ltd.	15,740	0.05%	$554K	+13,318 (+549.9%)
77	Mariner, LLC	15,341	0.05%	$540K	+1,732 (+12.7%)
78	FIFTH THIRD BANCORP	15,140	0.05%	$533K	-1,396 (-8.4%)
79	Illinois Municipal Retirement Fund	15,105	0.05%	$532K	-374 (-2.4%)
80	BAYVIEW ASSET MANAGEMENT, LLC	15,000	0.05%	$528K	—
81	HRT FINANCIAL LP	14,791	0.05%	$520K	+3,475 (+30.7%)
82	SEI INVESTMENTS CO	14,755	0.05%	$519K	-5,843 (-28.4%)
83	Jupiter Topco LLC	13,532	0.05%	$476K	NEW
84	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	13,417	0.05%	$472K	-166 (-1.2%)
85	Louisiana State Employees Retirement System	12,300	0.04%	$433K	-100 (-0.8%)
86	SG Americas Securities, LLC	12,206	0.04%	$430K	+4,981 (+68.9%)
87	NewEdge Advisors, LLC	11,918	0.04%	$419K	+59 (+0.5%)
88	Redwood Family Wealth LLC	11,182	0.04%	$393K	-140 (-1.2%)
89	Focus Partners Wealth	10,848	0.04%	$382K	-422 (-3.7%)
90	SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	10,777	0.04%	$379K	+2,966 (+38.0%)
91	MERCER GLOBAL ADVISORS INC /ADV	10,757	0.04%	$379K	+3,324 (+44.7%)
92	Bill Few Associates, Inc.	10,444	0.04%	$368K	+1,074 (+11.5%)
93	State of Alaska, Department of Revenue	10,421	0.03%	$366K	-4,582 (-30.5%)
94	NAPLES GLOBAL ADVISORS, LLC	10,209	0.03%	$359K	+200 (+2.0%)
95	Vanguard Investments Australia, Ltd.	10,117	0.03%	$356K	—
96	BARCLAYS PLC	9,958	0.03%	$350K	-1,901 (-16.0%)
97	Quantbot Technologies LP	9,895	0.03%	$348K	NEW
98	Gibson Wealth Advisors LLC	9,856	0.03%	$347K	—
99	NEW YORK STATE COMMON RETIREMENT FUND	9,434	0.03%	$332K	—
100	Odyssean, LLC	9,226	0.03%	$325K	NEW
101	Ameritas Advisory Services, LLC	9,186	0.03%	$323K	NEW
102	PNC Financial Services Group, Inc.	9,167	0.03%	$323K	+810 (+9.7%)
103	XTX Topco Ltd	9,092	0.03%	$320K	NEW
104	JAMISON PRIVATE WEALTH MANAGEMENT, INC.	9,083	0.03%	$320K	+9 (+0.1%)
105	MANUFACTURERS LIFE INSURANCE COMPANY, THE	8,822	0.03%	$310K	+724 (+8.9%)
106	Steward Partners Investment Advisory, LLC	8,770	0.03%	$309K	NEW
107	Concurrent Investment Advisors, LLC	8,739	0.03%	$308K	+125 (+1.5%)
108	Pinnacle Wealth Management Advisory Group, LLC	8,718	0.03%	$307K	-4,911 (-36.0%)
109	Curi Capital, LLC	8,462	0.03%	$298K	+2 (+0.0%)
110	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	8,403	0.03%	$296K	—
111	&PARTNERS	8,144	0.03%	$287K	-636 (-7.2%)
112	Rafferty Asset Management, LLC	8,135	0.03%	$286K	-5,365 (-39.7%)
113	Police & Firemen's Retirement System of New Jersey	7,997	0.03%	$281K	—
114	ARIZONA STATE RETIREMENT SYSTEM	7,797	0.03%	$274K	-48 (-0.6%)
115	STIFEL FINANCIAL CORP	7,561	0.03%	$266K	+3 (+0.0%)
116	AMALGAMATED BANK	7,544	0.03%	$265K	-532 (-6.6%)
117	BAILARD, INC.	7,500	0.03%	$264K	NEW
118	Ackerman Capital Advisors, LLC	7,438	0.02%	$262K	—
119	BNP PARIBAS FINANCIAL MARKETS	7,403	0.02%	$261K	+716 (+10.7%)
120	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	7,341	0.02%	$252K	NEW
121	NEUBERGER BERMAN GROUP LLC	7,188	0.02%	$253K	NEW
122	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	7,176	0.02%	$252K	—
123	PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	7,116	0.02%	$250K	—
124	YOUSIF CAPITAL MANAGEMENT, LLC	6,918	0.02%	$243K	-522 (-7.0%)
125	VOYA INVESTMENT MANAGEMENT LLC	6,684	0.02%	$235K	NEW
126	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	6,632	0.02%	$233K	-277 (-4.0%)
127	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	6,410	0.02%	$226K	—
128	INTECH INVESTMENT MANAGEMENT LLC	6,163	0.02%	$217K	-997 (-13.9%)
129	KLP KAPITALFORVALTNING AS	6,100	0.02%	$215K	—
130	Sanctuary Advisors, LLC	5,976	0.02%	$210K	NEW
131	Moisand Fitzgerald Tamayo, LLC	3,807	0.01%	$134K	—
132	FMR LLC	3,563	0.01%	$125K	+1,184 (+49.8%)
133	GAMMA Investing LLC	3,379	0.01%	$119K	+916 (+37.2%)
134	Ameritas Investment Partners, Inc.	2,644	0.01%	$93K	+227 (+9.4%)
135	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	2,638	0.01%	$93K	+151 (+6.1%)
136	Larson Financial Group LLC	2,429	0.01%	$85K	-2,658 (-52.3%)
137	NISA INVESTMENT ADVISORS, LLC	2,382	0.01%	$84K	+1,762 (+284.2%)
138	Hilltop National Bank	2,278	0.01%	$80K	—
139	Ensign Peak Advisors, Inc	2,214	0.01%	$78K	—
140	Rockefeller Capital Management L.P.	2,180	0.01%	$77K	+15 (+0.7%)
141	Farther Finance Advisors, LLC	1,933	0.01%	$68K	+260 (+15.5%)
142	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	1,765	0.01%	$62K	+1,116 (+172.0%)
143	HANTZ FINANCIAL SERVICES, INC.	1,712	0.01%	$60K	-20 (-1.2%)
144	Tower Research Capital LLC (TRC)	1,682	0.01%	$59K	-1,560 (-48.1%)
145	JONES FINANCIAL COMPANIES LLLP	1,451	0.00%	$51K	-132 (-8.3%)
146	Arax Advisory Partners	1,262	0.00%	$44K	+1,098 (+669.5%)
147	Versant Capital Management, Inc	693	0.00%	$24K	—
148	Nykredit A/S	692	0.00%	$24K	NEW
149	EverSource Wealth Advisors, LLC	678	0.00%	$24K	-380 (-35.9%)
150	Mitsubishi UFJ Asset Management Co., Ltd.	643	0.00%	$23K	—
151	OSAIC HOLDINGS, INC.	617	0.00%	$22K	+232 (+60.3%)
152	HARBOR CAPITAL ADVISORS, INC.	604	0.00%	$21K	-232 (-27.8%)
153	Pinnacle Wealth Planning Services, Inc.	599	0.00%	$21K	+9 (+1.5%)
154	Sterling Capital Management LLC	515	0.00%	$18K	-443 (-46.2%)
155	BNP PARIBAS ASSET MANAGEMENT Holding S.A.	423	0.00%	$15K	-440 (-51.0%)
156	LOS ANGELES CAPITAL MANAGEMENT LLC	410	0.00%	$14K	—
157	Global Retirement Partners, LLC	406	0.00%	$14K	NEW
158	Allworth Financial LP	393	0.00%	$14K	+121 (+44.5%)
159	SIGNATUREFD, LLC	335	0.00%	$12K	+38 (+12.8%)
160	US BANCORP \DE\	305	0.00%	$11K	-145 (-32.2%)
161	Optiver Holding B.V.	282	0.00%	$10K	+200 (+243.9%)
162	SouthState Bank Corp	278	0.00%	$10K	—
163	BESSEMER GROUP INC	256	0.00%	$9K	—
164	HUNTINGTON NATIONAL BANK	242	0.00%	$9K	NEW
165	Smartleaf Asset Management LLC	213	0.00%	$7K	—
166	ROTHSCHILD INVESTMENT LLC	188	0.00%	$7K	+41 (+27.9%)
167	Essential Partners LLC	165	0.00%	$6K	+13 (+8.6%)
168	IFP Advisors, Inc	132	0.00%	$5K	+36 (+37.5%)
169	Parkside Financial Bank & Trust	107	0.00%	$4K	—
170	Physician Wealth Advisors, Inc.	92	0.00%	$3K	-18 (-16.4%)
171	Aster Capital Management (DIFC) Ltd	92	0.00%	$3K	NEW
172	MassMutual Private Wealth & Trust, FSB	71	0.00%	$2K	+28 (+65.1%)
173	BELLEVUE ASSET MANAGEMENT, LLC	62	0.00%	$2K	NEW
174	Salomon & Ludwin, LLC	61	0.00%	$2K	—
175	Kilter Group LLC	59	0.00%	$2K	-5 (-7.8%)
176	SBI Securities Co., Ltd.	57	0.00%	$2K	-5 (-8.1%)
177	Cedar Mountain Advisors, LLC	52	0.00%	$2K	—
178	UMB Bank, n.a.	47	0.00%	$2K	—
179	Bare Financial Services, Inc	42	0.00%	$1K	—
180	Basecamp Wealth Advisors LLC	33	0.00%	$1K	+6 (+22.2%)
181	Parallel Advisors, LLC	33	0.00%	$1K	-25 (-43.1%)
182	Keating Financial Advisory Services, Inc.	22	0.00%	$774	—
183	Avion Wealth	18	0.00%	$0	—
184	FARMERS & MERCHANTS INVESTMENTS INC	18	0.00%	$633	—
185	True Wealth Design, LLC	17	0.00%	$599	-3 (-15.0%)
186	Covestor Ltd	16	0.00%	$1K	+9 (+128.6%)
187	SJS Investment Consulting Inc.	16	0.00%	$564	NEW
188	FINANCIAL CONSULATE, INC	15	0.00%	$528	—
189	Silver Grove Financial Group, Inc.	12	0.00%	$422	NEW
190	HARBOUR INVESTMENTS, INC.	8	0.00%	$282	—
191	Clearstead Advisors, LLC	7	0.00%	$247	NEW
192	Caitong International Asset Management Co., Ltd	3	0.00%	$106	—
193	Davis Capital Management	2	0.00%	$70	NEW
194	Hughes Financial Services, LLC	1	0.00%	$35	NEW
195	Plante Moran Financial Advisors, LLC	1	0.00%	$35	NEW

Exited since 2026-03-31 (12 filers; largest 12 shown)

ProShare Advisors LLC	−207,364
JANE STREET GROUP, LLC	−47,297
SUSQUEHANNA INTERNATIONAL GROUP, LLP	−15,966
Tidal Investments LLC	−15,267
JANUS HENDERSON GROUP PLC	−13,532
CWM, LLC	−9,038
Advisory Services Network, LLC	−4,625
QUADRANT CAPITAL GROUP LLC	−2,738
MAI Capital Management	−70
Root Financial Partners, LLC	−34
TWIN PEAKS WEALTH ADVISORS, LLC	−23
Sunbelt Securities, Inc.	−3

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting person	Form	Filed	Event	Shares	% of class
The Vanguard Group	SCHEDULE 13G/A	2026-03-27	2026-03-13	0	0%
BlackRock, Inc.	SCHEDULE 13G/A	2025-10-17	2025-09-30	4,043,073	13.4%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.