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View all 196 holding institutions

Across its top 20 institutional holders, SBSI's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 4/100, avg. turnover score 41/100).

Notable Holders

SBSI ranks #3051 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

196 institutions disclose a position in SBSI, but none treat it as a major bet — even Kestrel Investment Management CORP, its most concentrated holder, allocates just 1.3% of its own portfolio to it.

California State Teachers Retirement System has added to its SBSI position for two straight quarters, increasing it by $25.9M to reach $26.7M today.

UBS Group AG has trimmed its SBSI position for two straight quarters, cutting it by $3.2M while still holding $2.7M.

SBSI is up 0.5% today, and institutions have been net buyers of $55.2M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

Company Fundamentals

SBSI closed its latest fiscal year with net income of $69.2M.

Profitable — net income of $69.2M in the latest fiscal year
Net income declined year over year, from $88.5M to $69.2M
Generated $93.8M in positive operating cash flow
Liabilities run 9.05x equity — a highly leveraged balance sheet worth noting

Price Chart

SBSI Quarterly 13F Institutional Trade Shifts

Recent Activity

+$74.5M

Total Buy Value

$21.0M

Total Sell Value

New buy24

Trim53

Add83

Sold out7

107

Net Buyers

Net Sellers

Top Movers

SBSI

Q2 2026

Top 5 Institutional Movers

California State Teachers Retirement System

+$25.9M

Add

BlackRock

+$19.7M

Add

Sixth Street Partners Management Company, L.P

+$12.7M

New buy

Vanguard GroupAggregated

+$10.6M

Add

State Street

+$6.5M

Add

Data by AlphaSMO • Not financial advice.

Smart Money Convergence

SBSI does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Recent SBSI Insider Buying & Selling Activity (Form 4)

Congress Trading (STOCK Act)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

Filings (14d)

Data as of 2026-07-24

2026-07-24

Southside Bancshares (ticker: SBSI) issued a press release on July 24, 2026, reporting its financial results for the second quarter ended June 30, 2026. The filing here is just the standard 8-K form that attaches the press release — it doesn't include any specific numbers in the text itself, so you'd need to read the release to get the actual earnings figures. The company also made clear that this information is furnished, not filed, which is typical for earnings announcements.

View Full Filing (SEC EDGAR)

View all Form 8-K filings

CUSIP

84470P109

💡

Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.

FAQ

Who are the top institutional investors holding SOUTHSIDE BANCSHARES INC (SBSI)?

Major stakeholders currently include BlackRock, Inc. ($150.3M), Dimensional Fund Advisors LP ($49.5M), State Street CORP ($46.7M). Based on the latest 13F filings, there are a total of 196 tracked investment funds and institutions maintaining positions in SBSI.

What is the overall institutional sentiment toward SBSI recently?

Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $55.2M, driven by 107 managers accumulating shares while 60 reduced their exposure.

Which institutions have been selling or reducing their SBSI positions?

In the latest period, 53 funds trimmed their holdings, and 7 managers completely exited their positions. The aggregate reported sell value was $21.0M.

Are there any notable investors adding SBSI to their portfolios?

Yes, buying activity remains notable. 24 institutions opened new positions in {ticker}, and 83 existing holders added to their shares. The total reported buy value for the quarter amounted to $74.5M.

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Developer Access

Access SBSI's institutional ownership data programmatically:

REST API

curl https://alphasmo.com/api/v1/market/stock/SBSI

CLI

npx alphasmo stocks get SBSI

Full API & MCP documentation →