13FBOX
SOUTHSIDE BANCSHARES INC · 13F Institutional Holdings
Options Calculator Rankings

SOUTHSIDE BANCSHARES INC

SBSI
Institutions
195
Combined AUM (Q2 2026)
$613.1M
Combined Shares (Q2 2026)
17.4M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+735,980
108 · 27 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-642,846
64 · 13 Exit · ≈
⚖️ Net
+93,134
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$613.1M
Institutions
195
New Buys
27
Adds
81
Reduces
51
Exits
13
Unchanged
36
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
BlackRock, Inc.
<0.01%<0.01%#55$150.3M4.3M$130.6M4.2M+69,751+1.66%Add
DIMENSIONAL FUND ADVISORS LP
0.01%0.01%#31$49.5M1.4M$43.1M1.4M+22,067+1.59%Add
STATE STREET CORP
<0.01%<0.01%#78$46.7M1.3M$40.2M1.3M+34,564+2.67%Add
VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#94$43.9M1.2M$38.5M1.2M+11,072+0.89%Add
GEODE CAPITAL MANAGEMENT, LLC
<0.01%<0.01%#79$26.0M737,957$22.4M721,414+16,543+2.29%Add
VANGUARD PORTFOLIO MANAGEMENT LLC
<0.01%<0.01%#90$22.2M630,384$18.3M589,051+41,333+7.02%Add
RENAISSANCE TECHNOLOGIES LLC
0.02%0.02%#20$14.7M419,146$13.7M440,146-21,000-4.77%Reduce
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
<0.01%<0.01%#68$12.7M360,385$12.1M389,867-29,482-7.56%Reduce
TWO SIGMA INVESTMENTS, LP
0.01%0.01%#32$12.3M348,461$12.3M394,820-46,359-11.74%Reduce
NORTHERN TRUST CORP
<0.01%<0.01%#77$12.1M342,761$9.9M319,226+23,535+7.37%Add
AMERICAN CENTURY COMPANIES INC
0.01%0.01%#40$11.9M338,886$10.7M343,326-4,440-1.29%Reduce
JANE STREET GROUP, LLC
<0.01%<0.01%#92$11.6M330,500$11.4M367,897-37,397-10.17%Reduce
Bank of New York Mellon Corp
<0.01%<0.01%#73$9.2M261,818$7.8M251,764+10,054+3.99%Add
ROYAL BANK OF CANADA
<0.01%<0.01%#82$9.1M257,180$8.1M260,928-3,748-1.44%Reduce
Invesco Ltd.
<0.01%<0.01%#106$9.0M256,437$7.9M253,916+2,521+0.99%Add
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#103$9.0M255,209$11.0M355,404-100,195-28.19%Reduce
MORGAN STANLEY
<0.01%<0.01%#122$8.1M229,982$7.1M252,452-22,470-8.90%Reduce
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC
0.02%0.02%#18$7.3M206,150$6.4M204,750+1,400+0.68%Add
AQR CAPITAL MANAGEMENT LLC
<0.01%<0.01%#53$6.6M188,629$4.8M153,183+35,446+23.14%Add
VANGUARD FIDUCIARY TRUST CO
<0.01%<0.01%#74$6.6M188,255$5.6M178,762+9,493+5.31%Add
JPMORGAN CHASE & CO
<0.01%<0.01%#138$5.7M162,584$5.4M177,258-14,674-8.28%Reduce
BRIDGEWAY CAPITAL MANAGEMENT, LLC
0.09%0.09%#10$5.3M151,664$4.5M144,098+7,566+5.25%Add
MACKENZIE FINANCIAL CORP
0.01%<0.01%#41$5.2M147,700$2.3M72,729+74,971+103.08%Add
PRINCIPAL FINANCIAL GROUP INC
<0.01%<0.01%#52$4.8M135,423$4.2M135,842-419-0.31%Reduce
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#141$4.5M129,163$3.9M125,339+3,824+3.05%Add
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
<0.01%<0.01%#63$4.2M120,629$3.6M115,132+5,497+4.77%Add
CITADEL ADVISORS LLC
<0.01%<0.01%#116$4.2M120,290$3.0M95,063+25,227+26.54%Add
THIRD AVENUE MANAGEMENT LLC
0.66%0.59%#4$4.1M116,879$3.6M116,87900.00%Unchanged
Empowered Funds, LLC
0.02%0.02%#19$4.0M113,411$3.1M100,298+13,113+13.07%Add
PUBLIC SECTOR PENSION INVESTMENT BOARD
0.01%0.01%#33$3.4M95,826$3.1M99,911-4,085-4.09%Reduce
State of New Jersey Common Pension Fund D
0.01%0.01%#30$3.3M92,388$2.9M92,38800.00%Unchanged
Nuveen, LLC
<0.01%<0.01%#105$3.0M86,335$1.9M61,665+24,670+40.01%Add
UBS Group AG
<0.01%<0.01%#132$2.7M77,958$2.8M91,388-13,430-14.70%Reduce
PRICE T ROWE ASSOCIATES INC /MD/
<0.01%<0.01%#144$2.6M74,486$1.8M57,471+17,015+29.61%Add
Parkway Wealth Management Group, LLC
0.3%0.31%#6$2.6M74,109$2.5M74,105+4+0.01%Add
AMERIPRISE FINANCIAL INC
<0.01%<0.01%#114$2.5M72,308$2.2M70,959+1,349+1.90%Add
RHUMBLINE ADVISERS
<0.01%<0.01%#64$2.5M70,585$2.5M80,572-9,987-12.40%Reduce
Polaris Capital Management, LLC
0.23%0.16%#7$2.5M70,158$2.0M62,944+7,214+11.46%Add
KESTREL INVESTMENT MANAGEMENT CORP
1.32%1.28%#1$2.4M69,000$2.1M69,00000.00%Unchanged
MILLENNIUM MANAGEMENT LLC
<0.01%<0.01%#101$2.4M68,270$1.8M58,043+10,227+17.62%Add
Creative Planning
<0.01%<0.01%#83$2.2M63,689$2.0M63,858-169-0.26%Reduce
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
<0.01%<0.01%#126$2.2M63,442$2.0M64,389-947-1.47%Reduce
Legal & General Group Plc
<0.01%<0.01%#119$2.1M60,698$2.0M65,820-5,122-7.78%Reduce
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#134$2.1M58,621$1.3M42,724+15,897+37.21%Add
Pingora Partners LLC
1.2%1.14%#2$2.1M58,375$1.9M61,745-3,370-5.46%Reduce
Swiss National Bank
<0.01%<0.01%#87$2.0M56,718$1.7M55,818+900+1.61%Add
Fisher Asset Management, LLC
<0.01%<0.01%#110$1.9M53,630$1.7M53,63000.00%Unchanged
Quantinno Capital Management LP
<0.01%<0.01%#59$1.7M47,845$1.2M37,875+9,970+26.32%Add
ROYCE & ASSOCIATES LP
0.01%0.01%#29$1.5M43,468$1.5M47,206-3,738-7.92%Reduce
PRUDENTIAL FINANCIAL INC
<0.01%<0.01%#71$1.5M41,738$1.3M41,378+360+0.87%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow