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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 2022

Institutional positions in Southside Bancshares Inc as of Sep 30, 2022. 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
154
+14 vs. Q2 2022
Shares held
17.1M
+277.2K (+1.7%) vs. Q2 2022
Total value
$603.4M
−$24.7M (−3.9%) vs. Q2 2022
New holders
26
50 more added
Sold out
12
49 more reduced

1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2022: 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 2022: 154 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 2022: $603.4M
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 2022

Shares, value and share of portfolio for each institution holding Southside Bancshares Inc; share changes are against Q2 2022.

Institutions holding SBSI in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Credit Suisse AG27,730$981.0K0.00%+746+2.8%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys27,788$983.0K0.01%−1,494−5.1%Reduced
Winton Group Ltd30,266$1.07M0.07%+3,559+13.3%Added
Prudential Financial Inc31,363$1.11M0.00%−1,764−5.3%Reduced
Thrivent Financial for Lutherans31,527$1.11M0.00%−32−0.1%Reduced
Wells Fargo & Company32,008$1.13M0.00%+1,412+4.6%Added
Two Sigma Investments, LP32,787$1.16M0.00%−5,578−14.5%Reduced
Captrust Financial Advisors35,898$1.27M0.01%+45+0.1%Added
UBS Group AG36,220$1.28M0.00%+18,669+106.4%Added
Great West Life Assurance Co36,607$1.29M0.00%+3,710+11.3%Added
Voya Investment Management LLC36,845$1.30M0.00%00.0%Unchanged
California State Teachers Retirement System38,339$1.36M0.00%−913−2.3%Reduced
UBS Asset Management Americas Inc41,592$1.47M0.00%−3,064−6.9%Reduced
American Century Companies Inc45,721$1.62M0.00%−87−0.2%Reduced
Alliancebernstein L.P.46,004$1.63M0.00%−197−0.4%Reduced
Tudor Investment Corp Et Al47,587$1.68M0.04%+24,428+105.5%Added
Brown Brothers Harriman & Co48,128$1.70M0.02%00.0%Unchanged
Chatham Capital Group, Inc.48,398$1.71M0.42%00.0%Unchanged
Public Sector Pension Investment Board55,905$1.98M0.02%−3,558−6.0%Reduced
Hamilton Point Investment Advisors, LLC58,014$2.05M0.62%+137+0.2%Added
Bank of America Corp60,092$2.13M0.00%+34,439+134.2%Added
D. E. Shaw & Co., Inc.61,077$2.16M0.00%+30,065+96.9%Added
Fisher Asset Management, LLC61,668$2.18M0.00%00.0%Unchanged
State of New Jersey Common Pension Fund D62,446$2.21M0.01%+62,446New
Swiss National Bank72,518$2.56M0.00%00.0%Unchanged
Goldman Sachs Group Inc73,856$2.61M0.00%+1,069+1.5%Added
Legal & General Group Plc74,297$2.63M0.00%−2,622−3.4%Reduced
TD Asset Management Inc85,100$3.05M0.00%+36,100+73.7%Added
Rhumbline Advisers91,330$3.23M0.00%+897+1.0%Added
JPMorgan Chase & Co93,468$3.31M0.00%−6,377−6.4%Reduced
Nuveen Asset Management, LLC105,951$3.75M0.00%+462+0.4%Added
Citadel Advisors LLC139,572$4.94M0.01%+123,651+776.7%Added
Ameriprise Financial Inc141,601$5.01M0.00%−3,356−2.3%Reduced
TownSquare Capital, LLC152,189$5.38M0.15%00.0%Unchanged
Third Avenue Management LLC157,109$5.56M1.09%00.0%Unchanged
Mesirow Institutional Investment Management, Inc.179,849$6.36M0.92%+179,849New
Principal Financial Group Inc188,226$6.66M0.01%−10,251−5.2%Reduced
ProShare Advisors LLC212,690$7.52M0.03%−11,895−5.3%Reduced
Morgan Stanley221,803$7.84M0.00%−24,728−10.0%Reduced
Robeco Institutional Asset Management B.V.224,115$7.92M0.03%00.0%Unchanged
Royal Bank of Canada266,497$9.42M0.00%+905+0.3%Added
Invesco Ltd.273,092$9.66M0.00%+17,902+7.0%Added
Victory Capital Management Inc295,203$10.4M0.01%−14,848−4.8%Reduced
Charles Schwab Investment Management Inc298,215$10.5M0.00%−1,011−0.3%Reduced
Millennium Management LLC349,316$12.4M0.02%+47,785+15.8%Added
Bank of New York Mellon Corp385,726$13.6M0.00%+2,303+0.6%Added
Northern Trust Corp401,013$14.2M0.00%−8,794−2.1%Reduced
Geode Capital Management, LLC559,762$19.8M0.00%−1,899−0.3%Reduced
Renaissance Technologies LLC590,185$20.9M0.03%−11,900−2.0%Reduced
State Street Corp1,192,524$42.2M0.00%−68,392−5.4%Reduced
Dimensional Fund Advisors LP1,270,949$44.9M0.02%−2,142−0.2%Reduced
Vanguard Group Inc2,286,175$80.8M0.00%−28,056−1.2%Reduced
BlackRock Inc.4,744,273$167.8M0.01%+35,281+0.7%Added
IFP Advisors, Inc6––00.0%Unchanged
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income0$00.00%−187,189−100.0%Sold out
Brandywine Global Investment Management, LLC0$00.00%−37,114−100.0%Sold out
Skandinaviska Enskilda Banken AB (publ)0$00.00%−16,100−100.0%Sold out
Maryland State Retirement & Pension System0$00.00%−13,016−100.0%Sold out
Krane Funds Advisors LLC0$00.00%−11,404−100.0%Sold out
DCM Advisors, LLC0$00.00%−8,000−100.0%Sold out
Janus Henderson Group PLC0$00.00%−6,351−100.0%Sold out
Rafferty Asset Management, LLC0$00.00%−6,097−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−5,579−100.0%Sold out
Cornerstone Investment Partners, LLC0$00.00%−5,494−100.0%Sold out
Jones Financial Companies LLLP0$00.00%−2,677−100.0%Sold out
Simplex Trading, LLC0$00.00%−694−100.0%Sold out
Private Capital Group, LLC––––Not filed