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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
Private Capital Group, LLC9$00.00%00.0%Unchanged
Rockefeller Capital Management L.P.10$00.00%00.0%Unchanged
Tarbox Family Office, Inc.17$1.00K0.00%00.0%Unchanged
FMR LLC59$2.00K0.00%−24−28.9%Reduced
Quadrant Capital Group LLC57$2.00K0.00%00.0%Unchanged
Parallel Advisors, LLC40$2.00K0.00%00.0%Unchanged
Covestor Ltd44$2.00K0.00%+44New
TCI Wealth Advisors, Inc.154$6.00K0.00%00.0%Unchanged
Parkside Financial Bank & Trust132$6.00K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC158$7.00K0.00%+158New
Gemmer Asset Management LLC188$8.00K0.00%00.0%Unchanged
Fifth Third Bancorp261$11.0K0.00%+76+41.1%Added
Tower Research Capital LLC (TRC)322$13.0K0.00%−1,477−82.1%Reduced
Sutton Wealth Advisors Inc.414$17.3K0.01%+6+1.5%Added
Macquarie Group Ltd440$18.0K0.00%00.0%Unchanged
Versant Capital Management, Inc589$25.0K0.01%00.0%Unchanged
Advisor Group Holdings, Inc.610$25.0K0.00%+28+4.8%Added
Lazard Asset Management LLC670$28.0K0.00%+670New
Gibson Wealth Advisors LLC1,075$45.0K0.05%+1,075New
Public Employees Retirement System of Ohio1,101$46.0K0.00%+305+38.3%Added
Eaton Vance Management1,731$72.0K0.00%+143+9.0%Added
US Bancorp1,789$75.0K0.00%00.0%Unchanged
Robeco Institutional Asset Management B.V.2,191$92.0K0.00%00.0%Unchanged
Dixon Hughes Goodman Wealth Advisors LLC2,278$95.0K0.03%+2,278New
Russell Investments Group, Ltd.2,323$97.0K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.2,444$102.0K0.00%00.0%Unchanged
Canada Pension Plan Investment Board3,000$125.0K0.00%+3,000New
KBC Group NV3,282$137.0K0.00%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)3,400$142.0K0.00%00.0%Unchanged
PEAK6 Investments LLC3,975$166.0K0.00%+3,975New
Mutual of America Capital Management LLC4,409$184.0K0.00%+55+1.3%Added
Everence Capital Management Inc4,987$209.0K0.02%+4,987New
First Dallas Securities Inc.4,998$209.0K0.14%+4,998New
ExodusPoint Capital Management, LP5,089$213.0K0.00%+5,089New
Moisand Fitzgerald Tamayo, LLC5,287$221.0K0.06%00.0%Unchanged
Cornerstone Investment Partners, LLC5,494$230.0K0.01%+5,494New
Cerity Partners LLC5,590$234.0K0.00%+18+0.3%Added
Castleview Partners, LLC9,953$238.0K0.00%+9,953New
CWM Advisors, LLC5,964$249.0K0.03%−306−4.9%Reduced
Teacher Retirement System of Texas5,991$251.0K0.00%+5,991New
Two Sigma Investments, LP6,106$255.0K0.00%−8,365−57.8%Reduced
Janus Henderson Group PLC6,354$266.0K0.00%+6,354New
Bill Few Associates, Inc.6,367$266.0K0.14%+6,367New
Manchester Financial Inc6,631$277.0K0.10%00.0%Unchanged
Public Employees Retirement Association of Colorado7,116$298.0K0.00%00.0%Unchanged
Relative Value Partners Group, LLC7,225$302.0K0.02%00.0%Unchanged
Ensign Peak Advisors, Inc7,860$329.0K0.00%−8,240−51.2%Reduced
The PNC Financial Services Group, Inc.8,109$340.0K0.00%+5,619+225.7%Added
Metropolitan Life Insurance Co8,304$347.3K0.00%00.0%Unchanged
Arizona State Retirement System8,349$349.0K0.00%−84−1.0%Reduced
Connectus Wealth, LLC8,426$352.0K0.01%+8,426New
Beaird Harris Wealth Management, LLC8,547$357.0K0.13%+8,547New
Teachers Retirement System of the State of Kentucky8,954$374.0K0.00%00.0%Unchanged
Commerce Bank9,155$383.0K0.00%+115+1.3%Added
Ameritas Advisory Services, LLC9,531$399.0K0.01%+9,531New
New York State Teachers Retirement System9,610$402.0K0.00%+100+1.1%Added
State of Tennessee, Treasury Department10,024$419.0K0.00%00.0%Unchanged
AQR Capital Management LLC10,207$427.0K0.00%−55,749−84.5%Reduced
Rafferty Asset Management, LLC10,340$432.0K0.00%−2,762−21.1%Reduced
D. E. Shaw & Co., Inc.10,460$437.0K0.00%+1,769+20.4%Added
Raymond James Financial Services Advisors, Inc.10,845$454.0K0.00%−827−7.1%Reduced
Royce & Associates LP11,311$473.0K0.00%−1,820−13.9%Reduced
MetLife Investment Management11,347$474.5K0.00%00.0%Unchanged
Handelsbanken Fonder AB11,909$498.0K0.00%00.0%Unchanged
Oregon Public Employees Retirement Fund12,103$506.0K0.01%−600−4.7%Reduced
Maryland State Retirement & Pension System12,849$537.0K0.01%00.0%Unchanged
HighTower Advisors, LLC12,877$539.0K0.00%00.0%Unchanged
Amalgamated Bank15,082$631.0K0.00%−380−2.5%Reduced
Manufacturers Life Insurance Company, The15,324$641.0K0.00%+344+2.3%Added
Price T Rowe Associates Inc15,368$643.0K0.00%−532−3.3%Reduced
Louisiana State Employees Retirement System15,600$652.0K0.01%−100−0.6%Reduced
Cubist Systematic Strategies, LLC15,884$664.0K0.01%+15,884New
Skandinaviska Enskilda Banken AB (publ)16,100$672.0K0.00%+16,100New
Winton Group Ltd16,215$678.0K0.04%+16,215New
Krane Funds Advisors LLC17,360$726.0K0.02%−1,558−8.2%Reduced
First Trust Advisors LP17,634$737.0K0.00%−2,649−13.1%Reduced
Allspring Global Investments Holdings, LLC18,085$756.0K0.00%+18,085New
American International Group, Inc.19,035$796.0K0.00%−643−3.3%Reduced
Deutsche Bank AG21,292$891.0K0.00%+847+4.1%Added
BNP Paribas Arbitrage, SA21,411$895.4K0.00%−12,809−37.4%Reduced
New York State Common Retirement Fund22,450$939.0K0.00%00.0%Unchanged
State of Alaska, Department of Revenue22,854$955.0K0.01%−965−4.1%Reduced
Texas Permanent School Fund23,263$973.0K0.01%−892−3.7%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys24,394$1.02M0.01%−365−1.5%Reduced
Naples Global Advisors, LLC25,050$1.05M0.12%−650−2.5%Reduced
Millennium Management LLC25,202$1.05M0.00%+25,202New
Citigroup Inc25,372$1.06M0.00%+7,138+39.1%Added
Thrivent Financial for Lutherans26,267$1.10M0.00%−128−0.5%Reduced
King Luther Capital Management Corp26,602$1.11M0.01%00.0%Unchanged
State Board of Administration of Florida Retirement System26,778$1.12M0.00%00.0%Unchanged
Great West Life Assurance Co28,236$1.18M0.00%−130−0.5%Reduced
HRT Financial LP28,721$1.20M0.01%+28,721New
Voya Investment Management LLC28,971$1.21M0.00%−10,506−26.6%Reduced
Comerica Bank28,353$1.23M0.01%−1,234−4.2%Reduced
Yousif Capital Management, LLC29,967$1.25M0.01%+29,967New
American Century Companies Inc30,039$1.26M0.00%+13,330+79.8%Added
Fisher Asset Management, LLC30,161$1.26M0.00%+8,466+39.0%Added
Credit Suisse AG31,268$1.31M0.00%+1,819+6.2%Added
Captrust Financial Advisors34,832$1.46M0.01%−33−0.1%Reduced
UBS Asset Management Americas Inc37,387$1.56M0.00%+708+1.9%Added