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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 195 | $600.2M |
| Q1 2026 | 184 | $530.2M |
| Q4 2025 | 181 | $520.7M |
| Q3 2025 | 176 | $488.8M |
| Q2 2025 | 174 | $506.3M |
| Q1 2025 | 171 | $504.0M |
| Q4 2024 | 157 | $551.2M |
| Q3 2024 | 164 | $566.0M |
| Q2 2024 | 149 | $457.7M |
| Q1 2024 | 160 | $484.2M |
| Q4 2023 | 150 | $526.8M |
| Q3 2023 | 157 | $490.0M |
| Q2 2023 | 152 | $458.6M |
| Q1 2023 | 145 | $556.4M |
| Q4 2022 | 138 | $621.3M |
| Q3 2022 | 154 | $603.4M |
| Q2 2022 | 141 | $628.1M |
| Q1 2022 | 139 | $674.8M |
| Q4 2021 | 143 | $693.5M |
| Q3 2021 | 128 | $627.8M |
| Q2 2021 | 135 | $633.7M |
| Q1 2021 | 123 | $638.1M |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding Southside Bancshares Inc; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Brandywine Global Investment Management, LLC | 37,574 | $1.57M | 0.01% | 00.0% | Unchanged |
| TD Asset Management Inc | 38,422 | $1.61M | 0.00% | +900+2.4% | Added |
| Prudential Financial Inc | 39,590 | $1.66M | 0.00% | −465−1.2% | Reduced |
| Bank of Montreal | 42,570 | $1.78M | 0.00% | +32,258+312.8% | Added |
| California State Teachers Retirement System | 43,044 | $1.80M | 0.00% | +588+1.4% | Added |
| UBS Group AG | 44,835 | $1.88M | 0.00% | +8,035+21.8% | Added |
| Chatham Capital Group, Inc. | 47,638 | $1.99M | 0.36% | +75+0.2% | Added |
| Brown Brothers Harriman & Co | 48,128 | $2.01M | 0.01% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 54,304 | $2.27M | 0.00% | +7,154+15.2% | Added |
| Hamilton Point Investment Advisors, LLC | 54,838 | $2.29M | 0.55% | +13,106+31.4% | Added |
| Wells Fargo & Company | 60,031 | $2.51M | 0.00% | +1,685+2.9% | Added |
| State of New Jersey Common Pension Fund D | 64,153 | $2.68M | 0.01% | −8,059−11.2% | Reduced |
| Public Sector Pension Investment Board | 65,738 | $2.75M | 0.01% | −240−0.4% | Reduced |
| Swiss National Bank | 68,318 | $2.86M | 0.00% | −700−1.0% | Reduced |
| Bank of America Corp | 71,331 | $2.98M | 0.00% | −1,562−2.1% | Reduced |
| JPMorgan Chase & Co | 72,736 | $3.04M | 0.00% | +60,421+490.6% | Added |
| Barclays PLC | 74,071 | $3.10M | 0.00% | +32,876+79.8% | Added |
| Goldman Sachs Group Inc | 75,840 | $3.17M | 0.00% | −10,209−11.9% | Reduced |
| Legal & General Group Plc | 78,533 | $3.29M | 0.00% | +2,419+3.2% | Added |
| Parametric Portfolio Associates LLC | 80,151 | $3.35M | 0.00% | +6,525+8.9% | Added |
| Assenagon Asset Management S.A. | 85,969 | $3.60M | 0.01% | +85,969 | New |
| Rhumbline Advisers | 88,445 | $3.70M | 0.00% | −3,565−3.9% | Reduced |
| HSBC Holdings PLC | 119,149 | $4.97M | 0.01% | +35,602+42.6% | Added |
| Nuveen Asset Management, LLC | 122,823 | $5.05M | 0.00% | −11,895−8.8% | Reduced |
| Ameriprise Financial Inc | 146,549 | $6.13M | 0.00% | +5,505+3.9% | Added |
| TownSquare Capital, LLC | 148,191 | $6.20M | 0.16% | +148,191 | New |
| Third Avenue Management LLC | 164,220 | $6.87M | 0.90% | 00.0% | Unchanged |
| Morgan Stanley | 168,476 | $7.05M | 0.00% | +22,054+15.1% | Added |
| Victory Capital Management Inc | 212,804 | $8.90M | 0.01% | +30,725+16.9% | Added |
| Principal Financial Group Inc | 215,120 | $9.00M | 0.01% | −7,812−3.5% | Reduced |
| ProShare Advisors LLC | 238,208 | $9.96M | 0.02% | −18,704−7.3% | Reduced |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income | 250,039 | $10.5M | 1.15% | −5,365−2.1% | Reduced |
| Royal Bank of Canada | 271,010 | $11.3M | 0.00% | +1,672+0.6% | Added |
| Invesco Ltd. | 275,484 | $11.5M | 0.00% | −21,622−7.3% | Reduced |
| Charles Schwab Investment Management Inc | 287,543 | $12.0M | 0.00% | +19,235+7.2% | Added |
| Bank of New York Mellon Corp | 403,413 | $16.9M | 0.00% | −9,165−2.2% | Reduced |
| Northern Trust Corp | 433,415 | $18.1M | 0.00% | −8,462−1.9% | Reduced |
| Geode Capital Management, LLC | 543,494 | $22.7M | 0.00% | +2,095+0.4% | Added |
| Renaissance Technologies LLC | 606,346 | $25.4M | 0.03% | −37,100−5.8% | Reduced |
| State Street Corp | 1,229,486 | $51.4M | 0.00% | −77,675−5.9% | Reduced |
| Dimensional Fund Advisors LP | 1,250,603 | $52.3M | 0.02% | +17,665+1.4% | Added |
| Vanguard Group Inc | 2,374,273 | $99.3M | 0.00% | −65,444−2.7% | Reduced |
| BlackRock Inc. | 4,670,349 | $195.3M | 0.00% | −119,841−2.5% | Reduced |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −39,159−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −19,002−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −9,519−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −6,079−100.0% | Sold out |
| Gerber Kawasaki Wealth & Investment Management | 0 | $0 | 0.00% | −251−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −131−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Ameritas Investment Company, LLC | – | – | – | – | Not filed |
| NorthCoast Asset Management LLC | – | – | – | – | Not filed |
| BBVA USA | – | – | – | – | Not filed |