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Of the 10 tracked institutions holding SBSI, 5 have a 3-year clone track record — 5 of them beat the S&P. Average holder's clone alpha: +6.0pt. It's a gauge of who owns the name, not just how many.
Among the 10 tracked institutional investors we monitor, SBSI (SOUTHSIDE BANCSHARES INC) is held with a combined value of $259.33M across 8,386,973 shares. The largest holder is BlackRock, Inc. with a position worth $130.62M. 3 funds increased their holdings. 6 funds reduced their position.
Total Institutional Value
$259.33M
Total Shares Held
8,386,973
Institutional Holders
10
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | BlackRock, Inc. | $130.62M | 0.00% | -1.7% |
| 2 | VANGUARD GROUP INC | $61.75M | 0.00% | +1.6% |
| 3 | STATE STREET CORP | $40.22M | 0.00% | -1.1% |
| 4 | RENAISSANCE TECHNOLOGIES LLC | $13.68M | 0.02% | -4.4% |
| 5 | AQR CAPITAL MANAGEMENT LLC | $4.76M | 0.00% | +8.0% |
| 6 | CITADEL ADVISORS LLC | $2.96M | 0.00% | -18.3% |
| 7 | MILLENNIUM MANAGEMENT LLC | $1.80M | 0.00% | -60.5% |
| 8 | PRICE T ROWE ASSOCIATES INC /MD/ | $1.79M | 0.00% | +15.1% |
| 9 | Fisher Asset Management, LLC | $1.67M | 0.00% | - |
| 10 | FMR LLC | $73.98K | 0.00% | -24.6% |
| Member | Type | Date |
|---|---|---|
| Lisa McClain | Sell | Jun 17, 2025 |
| Lisa McClain | Buy | Jun 9, 2025 |
As of the latest SEC 13F filings, BlackRock, Inc. is the largest institutional holder of SBSI with a position worth $130.62M, representing 0.00% of their portfolio. In total, 10 institutional investors hold SBSI with a combined value of $259.33M.
Institutional investors hold $259.33M worth of SBSI stock across 10 positions. The largest institutional holder is BlackRock, Inc. with $130.62M in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For SBSI, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their SBSI positions.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
Last Close
$34.21
2026-07-24
YTD
+12.3%
84% of 52-week range
