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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, Q4 2021

Institutional positions in Southside Bancshares Inc as of Dec 31, 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
143
+18 vs. Q3 2021
Shares held
16.6M
+216.9K (+1.3%) vs. Q3 2021
Total value
$693.5M
+$66.6M (+10.6%) vs. Q3 2021
New holders
27
38 more added
Sold out
9
45 more reduced

3 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2021: 143 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 heldQ4 2021: $693.5M
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, Q4 2021

Shares, value and share of portfolio for each institution holding Southside Bancshares Inc; share changes are against Q3 2021.

Institutions holding SBSI in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.4,670,349$195.3M0.00%−119,841−2.5%Reduced
Vanguard Group Inc2,374,273$99.3M0.00%−65,444−2.7%Reduced
Dimensional Fund Advisors LP1,250,603$52.3M0.02%+17,665+1.4%Added
State Street Corp1,229,486$51.4M0.00%−77,675−5.9%Reduced
Renaissance Technologies LLC606,346$25.4M0.03%−37,100−5.8%Reduced
Geode Capital Management, LLC543,494$22.7M0.00%+2,095+0.4%Added
Northern Trust Corp433,415$18.1M0.00%−8,462−1.9%Reduced
Bank of New York Mellon Corp403,413$16.9M0.00%−9,165−2.2%Reduced
Charles Schwab Investment Management Inc287,543$12.0M0.00%+19,235+7.2%Added
Invesco Ltd.275,484$11.5M0.00%−21,622−7.3%Reduced
Royal Bank of Canada271,010$11.3M0.00%+1,672+0.6%Added
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income250,039$10.5M1.15%−5,365−2.1%Reduced
ProShare Advisors LLC238,208$9.96M0.02%−18,704−7.3%Reduced
Principal Financial Group Inc215,120$9.00M0.01%−7,812−3.5%Reduced
Victory Capital Management Inc212,804$8.90M0.01%+30,725+16.9%Added
Morgan Stanley168,476$7.05M0.00%+22,054+15.1%Added
Third Avenue Management LLC164,220$6.87M0.90%00.0%Unchanged
TownSquare Capital, LLC148,191$6.20M0.16%+148,191New
Ameriprise Financial Inc146,549$6.13M0.00%+5,505+3.9%Added
Nuveen Asset Management, LLC122,823$5.05M0.00%−11,895−8.8%Reduced
HSBC Holdings PLC119,149$4.97M0.01%+35,602+42.6%Added
Rhumbline Advisers88,445$3.70M0.00%−3,565−3.9%Reduced
Assenagon Asset Management S.A.85,969$3.60M0.01%+85,969New
Parametric Portfolio Associates LLC80,151$3.35M0.00%+6,525+8.9%Added
Legal & General Group Plc78,533$3.29M0.00%+2,419+3.2%Added
Goldman Sachs Group Inc75,840$3.17M0.00%−10,209−11.9%Reduced
Barclays PLC74,071$3.10M0.00%+32,876+79.8%Added
JPMorgan Chase & Co72,736$3.04M0.00%+60,421+490.6%Added
Bank of America Corp71,331$2.98M0.00%−1,562−2.1%Reduced
Swiss National Bank68,318$2.86M0.00%−700−1.0%Reduced
Public Sector Pension Investment Board65,738$2.75M0.01%−240−0.4%Reduced
State of New Jersey Common Pension Fund D64,153$2.68M0.01%−8,059−11.2%Reduced
Wells Fargo & Company60,031$2.51M0.00%+1,685+2.9%Added
Hamilton Point Investment Advisors, LLC54,838$2.29M0.55%+13,106+31.4%Added
Alliancebernstein L.P.54,304$2.27M0.00%+7,154+15.2%Added
Brown Brothers Harriman & Co48,128$2.01M0.01%00.0%Unchanged
Chatham Capital Group, Inc.47,638$1.99M0.36%+75+0.2%Added
UBS Group AG44,835$1.88M0.00%+8,035+21.8%Added
California State Teachers Retirement System43,044$1.80M0.00%+588+1.4%Added
Bank of Montreal42,570$1.78M0.00%+32,258+312.8%Added
Prudential Financial Inc39,590$1.66M0.00%−465−1.2%Reduced
TD Asset Management Inc38,422$1.61M0.00%+900+2.4%Added
Brandywine Global Investment Management, LLC37,574$1.57M0.01%00.0%Unchanged
UBS Asset Management Americas Inc37,387$1.56M0.00%+708+1.9%Added
Captrust Financial Advisors34,832$1.46M0.01%−33−0.1%Reduced
Credit Suisse AG31,268$1.31M0.00%+1,819+6.2%Added
Fisher Asset Management, LLC30,161$1.26M0.00%+8,466+39.0%Added
American Century Companies Inc30,039$1.26M0.00%+13,330+79.8%Added
Yousif Capital Management, LLC29,967$1.25M0.01%+29,967New
Comerica Bank28,353$1.23M0.01%−1,234−4.2%Reduced
Voya Investment Management LLC28,971$1.21M0.00%−10,506−26.6%Reduced
HRT Financial LP28,721$1.20M0.01%+28,721New
Great West Life Assurance Co28,236$1.18M0.00%−130−0.5%Reduced
State Board of Administration of Florida Retirement System26,778$1.12M0.00%00.0%Unchanged
King Luther Capital Management Corp26,602$1.11M0.01%00.0%Unchanged
Thrivent Financial for Lutherans26,267$1.10M0.00%−128−0.5%Reduced
Citigroup Inc25,372$1.06M0.00%+7,138+39.1%Added
Millennium Management LLC25,202$1.05M0.00%+25,202New
Naples Global Advisors, LLC25,050$1.05M0.12%−650−2.5%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys24,394$1.02M0.01%−365−1.5%Reduced
Texas Permanent School Fund23,263$973.0K0.01%−892−3.7%Reduced
State of Alaska, Department of Revenue22,854$955.0K0.01%−965−4.1%Reduced
New York State Common Retirement Fund22,450$939.0K0.00%00.0%Unchanged
BNP Paribas Arbitrage, SA21,411$895.4K0.00%−12,809−37.4%Reduced
Deutsche Bank AG21,292$891.0K0.00%+847+4.1%Added
American International Group, Inc.19,035$796.0K0.00%−643−3.3%Reduced
Allspring Global Investments Holdings, LLC18,085$756.0K0.00%+18,085New
First Trust Advisors LP17,634$737.0K0.00%−2,649−13.1%Reduced
Krane Funds Advisors LLC17,360$726.0K0.02%−1,558−8.2%Reduced
Winton Group Ltd16,215$678.0K0.04%+16,215New
Skandinaviska Enskilda Banken AB (publ)16,100$672.0K0.00%+16,100New
Cubist Systematic Strategies, LLC15,884$664.0K0.01%+15,884New
Louisiana State Employees Retirement System15,600$652.0K0.01%−100−0.6%Reduced
Price T Rowe Associates Inc15,368$643.0K0.00%−532−3.3%Reduced
Manufacturers Life Insurance Company, The15,324$641.0K0.00%+344+2.3%Added
Amalgamated Bank15,082$631.0K0.00%−380−2.5%Reduced
HighTower Advisors, LLC12,877$539.0K0.00%00.0%Unchanged
Maryland State Retirement & Pension System12,849$537.0K0.01%00.0%Unchanged
Oregon Public Employees Retirement Fund12,103$506.0K0.01%−600−4.7%Reduced
Handelsbanken Fonder AB11,909$498.0K0.00%00.0%Unchanged
MetLife Investment Management11,347$474.5K0.00%00.0%Unchanged
Royce & Associates LP11,311$473.0K0.00%−1,820−13.9%Reduced
Raymond James Financial Services Advisors, Inc.10,845$454.0K0.00%−827−7.1%Reduced
D. E. Shaw & Co., Inc.10,460$437.0K0.00%+1,769+20.4%Added
Rafferty Asset Management, LLC10,340$432.0K0.00%−2,762−21.1%Reduced
AQR Capital Management LLC10,207$427.0K0.00%−55,749−84.5%Reduced
State of Tennessee, Treasury Department10,024$419.0K0.00%00.0%Unchanged
New York State Teachers Retirement System9,610$402.0K0.00%+100+1.1%Added
Ameritas Advisory Services, LLC9,531$399.0K0.01%+9,531New
Commerce Bank9,155$383.0K0.00%+115+1.3%Added
Teachers Retirement System of the State of Kentucky8,954$374.0K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC8,547$357.0K0.13%+8,547New
Connectus Wealth, LLC8,426$352.0K0.01%+8,426New
Arizona State Retirement System8,349$349.0K0.00%−84−1.0%Reduced
Metropolitan Life Insurance Co8,304$347.3K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.8,109$340.0K0.00%+5,619+225.7%Added
Ensign Peak Advisors, Inc7,860$329.0K0.00%−8,240−51.2%Reduced
Relative Value Partners Group, LLC7,225$302.0K0.02%00.0%Unchanged
Public Employees Retirement Association of Colorado7,116$298.0K0.00%00.0%Unchanged
Manchester Financial Inc6,631$277.0K0.10%00.0%Unchanged