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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 2022

Institutional positions in Southside Bancshares Inc as of Dec 31, 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
138
−15 vs. Q3 2022
Shares held
17.3M
+207.5K (+1.2%) vs. Q3 2022
Total value
$621.3M
+$17.9M (+3.0%) vs. Q3 2022
New holders
7
60 more added
Sold out
22
44 more reduced

1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2022: 138 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 2022: $621.3M
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 2022

Shares, value and share of portfolio for each institution holding Southside Bancshares Inc; share changes are against Q3 2022.

Institutions holding SBSI in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Rockefeller Capital Management L.P.15$00.00%00.0%Unchanged
Farmers & Merchants Investments Inc21$7560.00%00.0%Unchanged
CWM, LLC19$1.00K0.00%−32−62.7%Reduced
Covestor Ltd14$1.00K0.00%+3+27.3%Added
Parallel Advisors, LLC40$1.44K0.00%00.0%Unchanged
Fifth Third Bancorp44$1.58K0.00%−45−50.6%Reduced
EverSource Wealth Advisors, LLC50$1.80K0.00%−108−68.4%Reduced
Quadrant Capital Group LLC57$2.05K0.00%−98−63.2%Reduced
Bessemer Group Inc105$4.00K0.00%00.0%Unchanged
Parkside Financial Bank & Trust120$4.32K0.00%−12−9.1%Reduced
Colonial Trust Co130$4.68K0.00%+130New
TCI Wealth Advisors, Inc.154$5.54K0.00%00.0%Unchanged
FMR LLC219$7.88K0.00%−101−31.6%Reduced
Tower Research Capital LLC (TRC)288$10.0K0.00%−4,358−93.8%Reduced
Public Employees Retirement System of Ohio367$13.0K0.00%−756−67.3%Reduced
Sutton Wealth Advisors Inc.408$14.7K0.01%−3−0.7%Reduced
Belpointe Asset Management LLC425$15.3K0.00%+425New
Versant Capital Management, Inc494$17.8K0.01%00.0%Unchanged
US Bancorp706$25.4K0.00%00.0%Unchanged
Quantbot Technologies LP722$26.0K0.00%+122+20.3%Added
Advisor Group Holdings, Inc.1,011$37.0K0.00%+85+9.2%Added
Colonial Trust Advisors1,190$42.8K0.01%+1,190New
Nisa Investment Advisors, LLC1,198$43.0K0.00%00.0%Unchanged
Metropolitan Life Insurance Co1,899$68.3K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.2,444$88.5K0.00%00.0%Unchanged
Allspring Global Investments Holdings, LLC2,749$98.9K0.00%−2,037−42.6%Reduced
KBC Group NV3,282$118.0K0.00%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)5,164$185.9K0.00%+1,764+51.9%Added
Moisand Fitzgerald Tamayo, LLC5,287$190.3K0.04%00.0%Unchanged
Manchester Financial Inc5,571$200.5K0.05%−1,060−16.0%Reduced
Qube Research & Technologies Ltd5,577$200.7K0.00%−4,388−44.0%Reduced
Squarepoint Ops LLC5,785$208.2K0.00%−4,840−45.6%Reduced
Rafferty Asset Management, LLC6,083$218.9K0.00%+6,083New
Janus Henderson Group PLC6,354$228.7K0.00%+6,354New
Mutual of America Capital Management LLC6,392$230.0K0.00%+324+5.3%Added
Bill Few Associates, Inc.6,467$232.7K0.14%00.0%Unchanged
CWM Advisors, LLC6,538$235.3K0.03%+684+11.7%Added
Public Employees Retirement Association of Colorado7,116$256.0K0.00%00.0%Unchanged
Commerce Bank7,583$272.9K0.00%00.0%Unchanged
Handelsbanken Fonder AB7,809$281.0K0.00%−1,100−12.3%Reduced
The PNC Financial Services Group, Inc.8,008$288.2K0.00%−174−2.1%Reduced
Relative Value Partners Group, LLC8,250$296.9K0.02%00.0%Unchanged
Alps Advisors Inc8,513$306.4K0.00%−47−0.5%Reduced
Arizona State Retirement System8,606$309.7K0.00%+313+3.8%Added
Hennion & Walsh Asset Management, Inc.8,967$323.0K0.02%+339+3.9%Added
Cambridge Investment Research Advisors, Inc.9,369$337.0K0.00%+121+1.3%Added
Teachers Retirement System of the State of Kentucky9,505$342.0K0.00%00.0%Unchanged
Ameritas Advisory Services, LLC9,531$343.0K0.02%00.0%Unchanged
Oregon Public Employees Retirement Fund10,140$364.9K0.00%−361−3.4%Reduced
Raymond James Financial Services Advisors, Inc.10,357$372.7K0.00%+28+0.3%Added
Gsa Capital Partners LLP10,384$374.0K0.05%−15,760−60.3%Reduced
Lido Advisors, LLC10,482$377.3K0.01%+1,028+10.9%Added
New York State Teachers Retirement System10,874$391.0K0.00%+100+0.9%Added
Manufacturers Life Insurance Company, The11,932$429.4K0.00%+232+2.0%Added
PDT Partners, LLC12,163$437.7K0.07%+3,257+36.6%Added
State of Tennessee, Treasury Department12,381$446.0K0.00%00.0%Unchanged
Maryland State Retirement & Pension System12,609$453.8K0.01%+12,609New
Mirae Asset Global Investments Co., Ltd.13,245$476.7K0.00%00.0%Unchanged
AQR Capital Management LLC13,330$479.7K0.00%+6,246+88.2%Added
BNP Paribas Arbitrage, SA13,634$490.7K0.00%−3,596−20.9%Reduced
Allianz Asset Management GmbH13,700$493.1K0.00%+13,700New
Amalgamated Bank13,836$498.0K0.00%00.0%Unchanged
Louisiana State Employees Retirement System14,500$522.0K0.01%−100−0.7%Reduced
Ensign Peak Advisors, Inc15,270$549.6K0.00%+6,000+64.7%Added
Deutsche Bank AG15,407$554.5K0.00%+2,103+15.8%Added
Exchange Traded Concepts, LLC16,039$577.2K0.02%+435+2.8%Added
MetLife Investment Management16,040$577.3K0.00%−631−3.8%Reduced
American International Group, Inc.16,617$598.0K0.00%−129−0.8%Reduced
Versor Investments LP16,700$601.0K0.05%+4,200+33.6%Added
HighTower Advisors, LLC17,622$640.0K0.00%+4,745+36.8%Added
Comerica Bank18,243$660.0K0.01%−5,095−21.8%Reduced
Citigroup Inc19,020$684.5K0.00%+4,103+27.5%Added
Barclays PLC19,550$703.6K0.00%+9,038+86.0%Added
Yousif Capital Management, LLC19,562$704.0K0.01%−5,190−21.0%Reduced
Texas Permanent School Fund20,505$738.0K0.01%−1,433−6.5%Reduced
State of Alaska, Department of Revenue21,237$764.0K0.01%+122+0.6%Added
New York State Common Retirement Fund22,306$802.8K0.00%+114+0.5%Added
Naples Global Advisors, LLC22,649$815.1K0.10%−3,201−12.4%Reduced
State Board of Administration of Florida Retirement System24,028$864.8K0.00%00.0%Unchanged
Two Sigma Advisers, LP24,200$871.0K0.00%+11,600+92.1%Added
Price T Rowe Associates Inc25,423$915.0K0.00%+382+1.5%Added
King Luther Capital Management Corp26,502$953.8K0.01%00.0%Unchanged
Two Sigma Investments, LP29,000$1.04M0.00%−3,787−11.6%Reduced
Prudential Financial Inc31,108$1.12M0.00%−255−0.8%Reduced
Wells Fargo & Company31,129$1.12M0.00%−879−2.7%Reduced
Thrivent Financial for Lutherans31,285$1.13M0.00%−242−0.8%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys32,642$1.18M0.01%+4,854+17.5%Added
HSBC Holdings PLC32,758$1.18M0.00%+24,598+301.4%Added
Great West Life Assurance Co33,786$1.22M0.00%−2,821−7.7%Reduced
Winton Group Ltd35,282$1.27M0.08%+5,016+16.6%Added
Credit Suisse AG36,040$1.30M0.00%+8,310+30.0%Added
Captrust Financial Advisors36,103$1.30M0.01%+205+0.6%Added
UBS Group AG37,424$1.35M0.00%+1,204+3.3%Added
California State Teachers Retirement System38,727$1.39M0.00%+388+1.0%Added
Voya Investment Management LLC41,770$1.50M0.00%+4,925+13.4%Added
Alliancebernstein L.P.46,031$1.66M0.00%+27+0.1%Added
UBS Asset Management Americas Inc46,815$1.68M0.00%+5,223+12.6%Added
American Century Companies Inc47,844$1.72M0.00%+2,123+4.6%Added
Brown Brothers Harriman & Co48,128$1.73M0.02%00.0%Unchanged
Chatham Capital Group, Inc.48,398$1.74M0.41%00.0%Unchanged