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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
Cambridge Investment Research Advisors, Inc.9,248$327.0K0.00%+9,248New
Handelsbanken Fonder AB8,909$315.0K0.00%−1,000−10.1%Reduced
PDT Partners, LLC8,906$315.0K0.05%+8,906New
Hennion & Walsh Asset Management, Inc.8,628$305.0K0.02%−270−3.0%Reduced
Alps Advisors Inc8,560$303.0K0.00%+8,560New
HSBC Holdings PLC8,160$294.0K0.00%−56,230−87.3%Reduced
Arizona State Retirement System8,293$293.0K0.00%−36−0.4%Reduced
Relative Value Partners Group, LLC8,250$292.0K0.02%+8,250New
Quadrature Capital Ltd8,206$290.0K0.01%+8,206New
The PNC Financial Services Group, Inc.8,182$289.0K0.00%+61+0.8%Added
Commerce Bank7,583$268.0K0.00%00.0%Unchanged
Public Employees Retirement Association of Colorado7,116$252.0K0.00%00.0%Unchanged
AQR Capital Management LLC7,084$250.0K0.00%−219−3.0%Reduced
Lazard Asset Management LLC6,740$237.0K0.00%−13,092−66.0%Reduced
Manchester Financial Inc6,631$234.0K0.07%00.0%Unchanged
Bill Few Associates, Inc.6,467$228.0K0.15%+100+1.6%Added
Mutual of America Capital Management LLC6,068$215.0K0.00%+673+12.5%Added
CWM Advisors, LLC5,854$207.0K0.03%+192+3.4%Added
Aquatic Capital Management LLC5,800$205.0K0.02%+5,800New
State of Wisconsin Investment Board5,687$201.0K0.00%−1,727−23.3%Reduced
Moisand Fitzgerald Tamayo, LLC5,287$187.0K0.05%00.0%Unchanged
Allspring Global Investments Holdings, LLC4,786$169.0K0.00%+709+17.4%Added
Tower Research Capital LLC (TRC)4,646$164.0K0.00%−197−4.1%Reduced
SG Americas Securities, LLC3,393$120.0K0.00%−2,227−39.6%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)3,400$120.0K0.00%00.0%Unchanged
KBC Group NV3,282$116.0K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.2,444$86.0K0.00%00.0%Unchanged
Point72 Hong Kong Ltd1,921$68.0K0.00%+1,527+387.6%Added
Metropolitan Life Insurance Co1,899$67.1K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC1,198$41.0K0.00%+41+3.5%Added
Public Employees Retirement System of Ohio1,123$40.0K0.00%+1+0.1%Added
Advisor Group Holdings, Inc.926$33.0K0.00%+316+51.8%Added
US Bancorp706$25.0K0.00%00.0%Unchanged
Quantbot Technologies LP600$21.0K0.00%−2,229−78.8%Reduced
Versant Capital Management, Inc494$17.0K0.01%−57−10.3%Reduced
Meeder Asset Management Inc494$17.0K0.00%+266+116.7%Added
Macquarie Group Ltd0$16.0K0.00%−5,280−100.0%Reduced
Sutton Wealth Advisors Inc.411$14.5K0.01%+3+0.7%Added
FMR LLC320$11.0K0.00%+164+105.1%Added
EverSource Wealth Advisors, LLC158$6.00K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.154$5.00K0.00%00.0%Unchanged
Parkside Financial Bank & Trust132$5.00K0.00%00.0%Unchanged
Quadrant Capital Group LLC155$5.00K0.00%+98+171.9%Added
Wipfli Financial Advisors LLC,141$5.00K0.00%+141New
Bessemer Group Inc105$4.00K0.00%+105New
Fifth Third Bancorp89$3.00K0.00%00.0%Unchanged
Massmutual Trust Co FSB59$2.00K0.00%−53−47.3%Reduced
CWM, LLC51$2.00K0.00%+51New
Parallel Advisors, LLC40$1.00K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc21$1.00K0.00%+21New
Rockefeller Capital Management L.P.15$00.00%−78−83.9%Reduced
Covestor Ltd11$00.00%−15−57.7%Reduced
Bell Investment Advisors, Inc13$00.00%+13New
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