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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, Q1 2023

Institutional positions in Southside Bancshares Inc as of Mar 31, 2023. 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
145
+9 vs. Q4 2022
Shares held
16.8M
+64.0K (+0.4%) vs. Q4 2022
Total value
$556.4M
−$44.5M (−7.4%) vs. Q4 2022
New holders
18
51 more added
Sold out
9
51 more reduced

2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2023: 145 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 heldQ1 2023: $556.4M
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, Q1 2023

Shares, value and share of portfolio for each institution holding Southside Bancshares Inc; share changes are against Q4 2022.

Institutions holding SBSI in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.4,636,064$153.9M0.00%−71,403−1.5%Reduced
Vanguard Group Inc2,247,277$74.6M0.00%−36,605−1.6%Reduced
Dimensional Fund Advisors LP1,317,359$43.7M0.01%+36,889+2.9%Added
State Street Corp1,265,925$42.0M0.00%+18,379+1.5%Added
Geode Capital Management, LLC589,038$19.6M0.00%+11,112+1.9%Added
Renaissance Technologies LLC514,228$17.1M0.02%−68,857−11.8%Reduced
Bank of New York Mellon Corp425,751$14.1M0.00%−8,847−2.0%Reduced
Northern Trust Corp391,567$13.0M0.00%−13,910−3.4%Reduced
Charles Schwab Investment Management Inc321,160$10.7M0.00%+9,981+3.2%Added
Royal Bank of Canada269,228$8.94M0.00%−4,628−1.7%Reduced
ProShare Advisors LLC249,636$8.29M0.03%−8,634−3.3%Reduced
Invesco Ltd.233,863$7.76M0.00%−47,548−16.9%Reduced
Morgan Stanley214,377$7.12M0.00%+1,125+0.5%Added
Third Avenue Management LLC209,426$6.95M1.19%00.0%Unchanged
Mesirow Institutional Investment Management, Inc.201,769$6.70M0.73%+7,430+3.8%Added
JPMorgan Chase & Co196,605$6.53M0.00%+66,117+50.7%Added
Principal Financial Group Inc181,226$6.02M0.00%−5,409−2.9%Reduced
TownSquare Capital, LLC152,189$5.05M0.11%00.0%Unchanged
Millennium Management LLC134,426$4.46M0.01%+70,100+109.0%Added
Nuveen Asset Management, LLC130,335$4.33M0.00%+14,485+12.5%Added
Ameriprise Financial Inc120,030$3.98M0.00%−8,031−6.3%Reduced
TD Asset Management Inc112,700$3.74M0.00%+22,600+25.1%Added
American Century Companies Inc109,900$3.62M0.00%+62,056+129.7%Added
Kestrel Investment Management Corp101,700$3.38M1.90%+101,700New
Rhumbline Advisers96,142$3.19M0.00%+3,775+4.1%Added
Healthcare of Ontario Pension Plan Trust Fund81,300$2.70M0.02%+81,300New
Legal & General Group Plc74,133$2.46M0.00%−1,916−2.5%Reduced
Swiss National Bank65,818$2.19M0.00%−7,800−10.6%Reduced
Goldman Sachs Group Inc63,604$2.11M0.00%+11,767+22.7%Added
First Trust Advisors LP62,966$2.09M0.00%+913+1.5%Added
State of New Jersey Common Pension Fund D62,446$2.07M0.01%00.0%Unchanged
Fisher Asset Management, LLC60,805$2.02M0.00%−6,319−9.4%Reduced
Hamilton Point Investment Advisors, LLC59,313$1.97M0.48%+583+1.0%Added
Bank of America Corp55,596$1.85M0.00%−7,078−11.3%Reduced
Public Sector Pension Investment Board52,710$1.75M0.01%−2,777−5.0%Reduced
Chatham Capital Group, Inc.48,431$1.61M0.36%+33+0.1%Added
Brown Brothers Harriman & Co48,128$1.60M0.01%00.0%Unchanged
UBS Asset Management Americas Inc47,195$1.57M0.00%+380+0.8%Added
Voya Investment Management LLC42,966$1.43M0.00%+1,196+2.9%Added
Two Sigma Investments, LP42,049$1.40M0.00%+13,049+45.0%Added
Alliancebernstein L.P.41,530$1.38M0.00%−4,501−9.8%Reduced
Tudor Investment Corp Et Al40,873$1.36M0.03%−24,150−37.1%Reduced
Susquehanna International Group, LLP39,346$1.31M0.00%+39,346New
California State Teachers Retirement System37,961$1.26M0.00%−766−2.0%Reduced
Credit Suisse AG37,062$1.23M0.00%+1,022+2.8%Added
Wells Fargo & Company36,830$1.22M0.00%+5,701+18.3%Added
Exchange Traded Concepts, LLC36,769$1.22M0.03%+20,730+129.2%Added
Captrust Financial Advisors36,232$1.20M0.01%+129+0.4%Added
D. E. Shaw & Co., Inc.36,183$1.20M0.00%−16,728−31.6%Reduced
Winton Group Ltd34,803$1.16M0.07%−479−1.4%Reduced
Ergoteles LLC33,300$1.11M0.04%+33,300New
UBS Group AG32,655$1.08M0.00%−4,769−12.7%Reduced
Two Sigma Advisers, LP32,000$1.06M0.00%+7,800+32.2%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys31,733$1.05M0.01%−909−2.8%Reduced
Great West Life Assurance Co31,061$1.03M0.00%−2,725−8.1%Reduced
Thrivent Financial for Lutherans29,700$986.0K0.00%−1,585−5.1%Reduced
Prudential Financial Inc29,493$979.2K0.00%−1,615−5.2%Reduced
HSBC Holdings PLC28,674$940.7K0.00%−4,084−12.5%Reduced
Citadel Advisors LLC27,744$921.1K0.00%−31,233−53.0%Reduced
Texas Permanent School Fund26,877$892.3K0.01%+6,372+31.1%Added
Price T Rowe Associates Inc25,773$856.0K0.00%+350+1.4%Added
Victory Capital Management Inc25,266$838.8K0.00%−257,099−91.1%Reduced
Barclays PLC24,036$798.0K0.00%+4,486+22.9%Added
State Board of Administration of Florida Retirement System24,028$797.7K0.00%00.0%Unchanged
HighTower Advisors, LLC22,327$739.0K0.00%+4,705+26.7%Added
Deutsche Bank AG20,904$694.0K0.00%+5,497+35.7%Added
Naples Global Advisors, LLC20,649$685.5K0.09%−2,000−8.8%Reduced
State of Alaska, Department of Revenue20,522$681.0K0.01%−715−3.4%Reduced
Ensign Peak Advisors, Inc19,570$649.7K0.00%+4,300+28.2%Added
Robeco Institutional Asset Management B.V.19,535$648.6K0.00%−29,748−60.4%Reduced
Quadrature Capital Ltd18,531$614.9K0.02%+18,531New
BNP Paribas Arbitrage, SA18,370$609.9K0.00%+4,736+34.7%Added
HRT Financial LP17,514$581.0K0.01%+17,514New
Guggenheim Capital LLC16,985$563.9K0.00%+16,985New
Yousif Capital Management, LLC16,967$563.3K0.01%−2,595−13.3%Reduced
PDT Partners, LLC16,429$545.4K0.07%+4,266+35.1%Added
American International Group, Inc.16,394$544.3K0.00%−223−1.3%Reduced
MetLife Investment Management16,040$532.5K0.00%00.0%Unchanged
New York State Common Retirement Fund15,870$526.9K0.00%−6,436−28.9%Reduced
SG Americas Securities, LLC15,277$507.0K0.01%+15,277New
Occudo Quantitative Strategies LP15,205$504.8K0.05%+15,205New
Arrowstreet Capital, Limited Partnership15,107$502.0K0.00%+15,107New
King Luther Capital Management Corp15,040$499.3K0.00%−11,462−43.2%Reduced
Versor Investments LP14,900$494.7K0.06%−1,800−10.8%Reduced
Allianz Asset Management GmbH14,300$474.8K0.00%+600+4.4%Added
Louisiana State Employees Retirement System14,000$464.8K0.01%−500−3.4%Reduced
Janus Henderson Group PLC13,728$455.4K0.00%+7,374+116.1%Added
Citigroup Inc13,617$452.1K0.00%−5,403−28.4%Reduced
Mirae Asset Global Investments Co., Ltd.13,245$439.7K0.00%00.0%Unchanged
Amalgamated Bank12,585$418.0K0.00%−1,251−9.0%Reduced
Rafferty Asset Management, LLC12,225$405.9K0.00%+6,142+101.0%Added
Maryland State Retirement & Pension System12,069$400.7K0.01%−540−4.3%Reduced
Manufacturers Life Insurance Company, The11,976$397.6K0.00%+44+0.4%Added
New York State Teachers Retirement System10,474$348.0K0.00%−400−3.7%Reduced
Raymond James Financial Services Advisors, Inc.10,380$344.6K0.00%+23+0.2%Added
Lion Street Advisors, LLC10,215$339.2K0.11%+10,215New
State of Tennessee, Treasury Department10,149$336.9K0.00%−2,232−18.0%Reduced
The PNC Financial Services Group, Inc.10,074$334.5K0.00%+2,066+25.8%Added
Hennion & Walsh Asset Management, Inc.10,019$333.0K0.02%+1,052+11.7%Added
Centiva Capital, LP9,703$322.1K0.02%+9,703New