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Southside Bancshares Inc

SBSI
Exchange
NYSE
Industry
State Commercial Banks
SEC CIK
0000705432

In the last 90 days, Southside Bancshares Inc insiders filed 0 open-market purchases and 1 sale; 195 institutions reported holding it in 13F filings for Q2 2026, worth $600.2M in total; no superinvestor holds it.

13F holders, Q3 2021

Institutional positions in Southside Bancshares Inc as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
128
−7 vs. Q2 2021
Shares held
16.4M
−182.6K (−1.1%) vs. Q2 2021
Total value
$627.8M
−$5.88M (−0.9%) vs. Q2 2021
New holders
11
42 more added
Sold out
18
48 more reduced

Compare with Q2 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting SBSI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ3 2021: 128 institutions
Q1 2021: 123 institutionsQ2 2021: 135 institutionsQ3 2021: 128 institutionsQ4 2021: 143 institutionsQ1 2022: 139 institutionsQ2 2022: 141 institutionsQ3 2022: 154 institutionsQ4 2022: 138 institutionsQ1 2023: 145 institutionsQ2 2023: 152 institutionsQ3 2023: 157 institutionsQ4 2023: 150 institutionsQ1 2024: 160 institutionsQ2 2024: 149 institutionsQ3 2024: 164 institutionsQ4 2024: 157 institutionsQ1 2025: 171 institutionsQ2 2025: 174 institutionsQ3 2025: 176 institutionsQ4 2025: 181 institutionsQ1 2026: 184 institutionsQ2 2026: 195 institutions
Value heldQ3 2021: $627.8M
Q1 2021: $638.1MQ2 2021: $633.7MQ3 2021: $627.8MQ4 2021: $693.5MQ1 2022: $674.8MQ2 2022: $628.1MQ3 2022: $603.4MQ4 2022: $621.3MQ1 2023: $556.4MQ2 2023: $458.6MQ3 2023: $490.0MQ4 2023: $526.8MQ1 2024: $484.2MQ2 2024: $457.7MQ3 2024: $566.0MQ4 2024: $551.2MQ1 2025: $504.0MQ2 2025: $506.3MQ3 2025: $488.8MQ4 2025: $520.7MQ1 2026: $530.2MQ2 2026: $600.2M
Institutions holding SBSI and their total value by quarter
QuarterHoldersValue
Q2 2026195$600.2M
Q1 2026184$530.2M
Q4 2025181$520.7M
Q3 2025176$488.8M
Q2 2025174$506.3M
Q1 2025171$504.0M
Q4 2024157$551.2M
Q3 2024164$566.0M
Q2 2024149$457.7M
Q1 2024160$484.2M
Q4 2023150$526.8M
Q3 2023157$490.0M
Q2 2023152$458.6M
Q1 2023145$556.4M
Q4 2022138$621.3M
Q3 2022154$603.4M
Q2 2022141$628.1M
Q1 2022139$674.8M
Q4 2021143$693.5M
Q3 2021128$627.8M
Q2 2021135$633.7M
Q1 2021123$638.1M

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding Southside Bancshares Inc; share changes are against Q2 2021.

Institutions holding SBSI in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Eaton Vance Management1,588$00.00%+339+27.1%Added
Harbour Investments, Inc.9$00.00%00.0%Unchanged
Private Capital Group, LLC9$00.00%00.0%Unchanged
Rockefeller Capital Management L.P.10$00.00%+10New
Meridian Wealth Partners, LLC5$00.00%+5New
Tarbox Family Office, Inc.17$1.00K0.00%00.0%Unchanged
O'Shaughnessy Asset Management, LLC16$1.00K0.00%+16New
Quadrant Capital Group LLC57$2.00K0.00%00.0%Unchanged
Parallel Advisors, LLC40$2.00K0.00%00.0%Unchanged
FMR LLC83$3.00K0.00%−207−71.4%Reduced
Meeder Asset Management Inc131$5.00K0.00%−5−3.7%Reduced
Parkside Financial Bank & Trust132$5.00K0.00%+6+4.8%Added
TCI Wealth Advisors, Inc.154$6.00K0.00%+154New
Gemmer Asset Management LLC188$7.00K0.00%00.0%Unchanged
Fifth Third Bancorp185$7.00K0.00%+18+10.8%Added
Gerber Kawasaki Wealth & Investment Management251$9.00K0.00%+251New
Sutton Wealth Advisors Inc.408$15.6K0.01%00.0%Unchanged
Macquarie Group Ltd440$17.0K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.582$22.0K0.00%−24−4.0%Reduced
Versant Capital Management, Inc589$23.0K0.01%+18+3.2%Added
Public Employees Retirement System of Ohio796$30.0K0.00%+326+69.4%Added
Tower Research Capital LLC (TRC)1,799$69.0K0.00%−4,456−71.2%Reduced
US Bancorp1,789$69.0K0.00%−1,077−37.6%Reduced
Robeco Institutional Asset Management B.V.2,191$84.0K0.00%−13,909−86.4%Reduced
Russell Investments Group, Ltd.2,323$88.0K0.00%−7,942−77.4%Reduced
Ameritas Investment Partners, Inc.2,444$94.0K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.2,490$95.0K0.00%+30+1.2%Added
KBC Group NV3,282$126.0K0.00%+3,282New
Zurcher Kantonalbank (Zurich Cantonalbank)3,400$130.0K0.00%00.0%Unchanged
Mutual of America Capital Management LLC4,354$167.0K0.00%−47−1.1%Reduced
Moisand Fitzgerald Tamayo, LLC5,287$202.0K0.07%00.0%Unchanged
Cerity Partners LLC5,572$213.0K0.00%00.0%Unchanged
BBVA USA5,619$215.0K0.01%00.0%Unchanged
Tudor Investment Corp Et Al6,079$233.0K0.00%+6,079New
CWM Advisors, LLC6,270$240.0K0.03%−11,286−64.3%Reduced
Manchester Financial Inc6,631$254.0K0.10%00.0%Unchanged
Public Employees Retirement Association of Colorado7,116$272.0K0.00%00.0%Unchanged
Relative Value Partners Group, LLC7,225$277.0K0.02%00.0%Unchanged
Metropolitan Life Insurance Co8,304$318.0K0.00%−1,287−13.4%Reduced
Arizona State Retirement System8,433$323.0K0.00%−76−0.9%Reduced
NorthCoast Asset Management LLC8,426$323.0K0.01%00.0%Unchanged
D. E. Shaw & Co., Inc.8,691$333.0K0.00%+8,691New
Teachers Retirement System of the State of Kentucky8,954$343.0K0.00%00.0%Unchanged
Commerce Bank9,040$346.0K0.00%−4,267−32.1%Reduced
Qube Research & Technologies Ltd9,519$364.0K0.00%−4,317−31.2%Reduced
New York State Teachers Retirement System9,510$364.0K0.00%+100+1.1%Added
Ameritas Investment Company, LLC9,531$365.0K0.02%00.0%Unchanged
State of Tennessee, Treasury Department10,024$384.0K0.00%−1,068−9.6%Reduced
Bank of Montreal10,312$397.0K0.00%−184−1.8%Reduced
MetLife Investment Management11,347$434.5K0.00%00.0%Unchanged
Raymond James Financial Services Advisors, Inc.11,672$447.0K0.00%−95−0.8%Reduced
Handelsbanken Fonder AB11,909$456.0K0.00%00.0%Unchanged
JPMorgan Chase & Co12,315$472.0K0.00%−87,878−87.7%Reduced
Oregon Public Employees Retirement Fund12,703$486.0K0.01%−100−0.8%Reduced
HighTower Advisors, LLC12,877$493.0K0.00%00.0%Unchanged
Maryland State Retirement & Pension System12,849$499.0K0.01%+12,849New
Rafferty Asset Management, LLC13,102$502.0K0.00%−6,620−33.6%Reduced
Royce & Associates LP13,131$503.0K0.00%+13,131New
Two Sigma Investments, LP14,471$554.0K0.00%+3,488+31.8%Added
Manufacturers Life Insurance Company, The14,980$574.0K0.00%−1,385−8.5%Reduced
Amalgamated Bank15,462$592.0K0.00%+79+0.5%Added
Louisiana State Employees Retirement System15,700$601.0K0.01%+1,700+12.1%Added
Price T Rowe Associates Inc15,900$609.0K0.00%−4,000−20.1%Reduced
Ensign Peak Advisors, Inc16,100$616.0K0.00%00.0%Unchanged
American Century Companies Inc16,709$640.0K0.00%+2,403+16.8%Added
Citigroup Inc18,234$698.0K0.00%−12,948−41.5%Reduced
Krane Funds Advisors LLC18,918$724.0K0.01%−1,894−9.1%Reduced
Citadel Advisors LLC19,002$728.0K0.00%−36,373−65.7%Reduced
American International Group, Inc.19,678$753.0K0.00%−542−2.7%Reduced
First Trust Advisors LP20,283$777.0K0.00%−39,244−65.9%Reduced
Deutsche Bank AG20,445$783.0K0.00%−536−2.6%Reduced
Fisher Asset Management, LLC21,695$831.0K0.00%+3,726+20.7%Added
New York State Common Retirement Fund22,450$860.0K0.00%−4,102−15.4%Reduced
State of Alaska, Department of Revenue23,819$912.0K0.01%+2,395+11.2%Added
Texas Permanent School Fund24,155$925.0K0.01%+1,084+4.7%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys24,759$948.0K0.01%+1,001+4.2%Added
Naples Global Advisors, LLC25,700$984.0K0.13%+300+1.2%Added
Thrivent Financial for Lutherans26,395$1.01M0.00%−3,574−11.9%Reduced
King Luther Capital Management Corp26,602$1.02M0.01%−100−0.4%Reduced
State Board of Administration of Florida Retirement System26,778$1.02M0.00%00.0%Unchanged
Great West Life Assurance Co28,366$1.09M0.00%+1,512+5.6%Added
Credit Suisse AG29,449$1.13M0.00%−1,637−5.3%Reduced
Comerica Bank29,587$1.15M0.01%+547+1.9%Added
BNP Paribas Arbitrage, SA34,220$1.31M0.00%+20,265+145.2%Added
Captrust Financial Advisors34,865$1.33M0.01%+20+0.1%Added
UBS Asset Management Americas Inc36,679$1.40M0.00%+358+1.0%Added
UBS Group AG36,800$1.41M0.00%+963+2.7%Added
TD Asset Management Inc37,522$1.44M0.00%−400−1.1%Reduced
Brandywine Global Investment Management, LLC37,574$1.44M0.01%−2,809−7.0%Reduced
SG Americas Securities, LLC39,159$1.50M0.01%+39,159New
Voya Investment Management LLC39,477$1.51M0.00%+784+2.0%Added
Prudential Financial Inc40,055$1.53M0.00%+911+2.3%Added
Barclays PLC41,195$1.58M0.00%−5,521−11.8%Reduced
Hamilton Point Investment Advisors, LLC41,732$1.60M0.42%+770+1.9%Added
California State Teachers Retirement System42,456$1.63M0.00%−653−1.5%Reduced
Alliancebernstein L.P.47,150$1.80M0.00%−17,771−27.4%Reduced
Chatham Capital Group, Inc.47,563$1.82M0.35%−520−1.1%Reduced
Brown Brothers Harriman & Co48,128$1.84M0.01%00.0%Unchanged
Wells Fargo & Company58,346$2.23M0.00%+29,616+103.1%Added
AQR Capital Management LLC65,956$2.52M0.00%−5,885−8.2%Reduced