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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
Covestor Ltd14$00.00%00.0%Unchanged
Toronto Dominion Bank8$00.00%+8New
Global Retirement Partners, LLC24$6820.00%+24New
Farmers & Merchants Investments Inc21$6970.00%00.0%Unchanged
Fifth Third Bancorp25$8300.00%−19−43.2%Reduced
Parallel Advisors, LLC40$1.33K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC50$1.66K0.00%00.0%Unchanged
Quadrant Capital Group LLC100$3.32K0.00%+43+75.4%Added
Bessemer Group Inc107$4.00K0.00%+2+1.9%Added
Parkside Financial Bank & Trust123$4.08K0.00%+3+2.5%Added
Colonial Trust Co130$4.32K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.154$5.11K0.00%00.0%Unchanged
CWM, LLC180$6.00K0.00%+161+847.4%Added
Russell Investments Group, Ltd.356$11.8K0.00%+356New
Public Employees Retirement System of Ohio397$13.0K0.00%+30+8.2%Added
Belpointe Asset Management LLC425$14.1K0.00%00.0%Unchanged
Allspring Global Investments Holdings, LLC437$14.5K0.00%−2,312−84.1%Reduced
Versant Capital Management, Inc477$15.8K0.01%−17−3.4%Reduced
FMR LLC493$16.4K0.00%+274+125.1%Added
US Bancorp706$23.4K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.1,011$33.6K0.00%00.0%Unchanged
Colonial Trust Advisors1,190$39.5K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC1,198$40.0K0.00%00.0%Unchanged
Metropolitan Life Insurance Co1,716$57.0K0.00%−183−9.6%Reduced
Tower Research Capital LLC (TRC)2,306$77.0K0.00%+2,018+700.7%Added
Ameritas Investment Partners, Inc.2,444$81.1K0.00%00.0%Unchanged
KBC Group NV2,471$82.0K0.00%−811−24.7%Reduced
Amundi4,151$134.0K0.00%+4,151New
Moisand Fitzgerald Tamayo, LLC5,287$175.5K0.04%00.0%Unchanged
Mutual of America Capital Management LLC6,171$204.9K0.00%−221−3.5%Reduced
Qube Research & Technologies Ltd6,306$209.4K0.00%+729+13.1%Added
Zurcher Kantonalbank (Zurich Cantonalbank)6,491$215.5K0.00%+1,327+25.7%Added
Bill Few Associates, Inc.6,567$218.0K0.12%+100+1.5%Added
Teacher Retirement System of Texas6,759$224.0K0.00%+6,759New
Commerce Bank7,048$234.0K0.00%−535−7.1%Reduced
Public Employees Retirement Association of Colorado7,116$236.0K0.00%00.0%Unchanged
Handelsbanken Fonder AB7,809$259.0K0.00%00.0%Unchanged
CWM Advisors, LLC8,215$272.7K0.03%+1,677+25.7%Added
Relative Value Partners Group, LLC8,250$273.9K0.02%00.0%Unchanged
SEI Investments Co8,255$274.1K0.00%+8,255New
Arizona State Retirement System8,837$293.4K0.00%+231+2.7%Added
Cambridge Investment Research Advisors, Inc.9,192$305.0K0.00%−177−1.9%Reduced
Teachers Retirement System of the State of Kentucky9,505$315.0K0.00%00.0%Unchanged
Ameritas Advisory Services, LLC9,531$316.4K0.02%00.0%Unchanged
Oregon Public Employees Retirement Fund9,610$319.1K0.00%−530−5.2%Reduced
Centiva Capital, LP9,703$322.1K0.02%+9,703New
Hennion & Walsh Asset Management, Inc.10,019$333.0K0.02%+1,052+11.7%Added
The PNC Financial Services Group, Inc.10,074$334.5K0.00%+2,066+25.8%Added
State of Tennessee, Treasury Department10,149$336.9K0.00%−2,232−18.0%Reduced
Lion Street Advisors, LLC10,215$339.2K0.11%+10,215New
Raymond James Financial Services Advisors, Inc.10,380$344.6K0.00%+23+0.2%Added
New York State Teachers Retirement System10,474$348.0K0.00%−400−3.7%Reduced
Manufacturers Life Insurance Company, The11,976$397.6K0.00%+44+0.4%Added
Maryland State Retirement & Pension System12,069$400.7K0.01%−540−4.3%Reduced
Rafferty Asset Management, LLC12,225$405.9K0.00%+6,142+101.0%Added
Amalgamated Bank12,585$418.0K0.00%−1,251−9.0%Reduced
Mirae Asset Global Investments Co., Ltd.13,245$439.7K0.00%00.0%Unchanged
Citigroup Inc13,617$452.1K0.00%−5,403−28.4%Reduced
Janus Henderson Group PLC13,728$455.4K0.00%+7,374+116.1%Added
Louisiana State Employees Retirement System14,000$464.8K0.01%−500−3.4%Reduced
Allianz Asset Management GmbH14,300$474.8K0.00%+600+4.4%Added
Versor Investments LP14,900$494.7K0.06%−1,800−10.8%Reduced
King Luther Capital Management Corp15,040$499.3K0.00%−11,462−43.2%Reduced
Arrowstreet Capital, Limited Partnership15,107$502.0K0.00%+15,107New
Occudo Quantitative Strategies LP15,205$504.8K0.05%+15,205New
SG Americas Securities, LLC15,277$507.0K0.01%+15,277New
New York State Common Retirement Fund15,870$526.9K0.00%−6,436−28.9%Reduced
MetLife Investment Management16,040$532.5K0.00%00.0%Unchanged
American International Group, Inc.16,394$544.3K0.00%−223−1.3%Reduced
PDT Partners, LLC16,429$545.4K0.07%+4,266+35.1%Added
Yousif Capital Management, LLC16,967$563.3K0.01%−2,595−13.3%Reduced
Guggenheim Capital LLC16,985$563.9K0.00%+16,985New
HRT Financial LP17,514$581.0K0.01%+17,514New
BNP Paribas Arbitrage, SA18,370$609.9K0.00%+4,736+34.7%Added
Quadrature Capital Ltd18,531$614.9K0.02%+18,531New
Robeco Institutional Asset Management B.V.19,535$648.6K0.00%−29,748−60.4%Reduced
Ensign Peak Advisors, Inc19,570$649.7K0.00%+4,300+28.2%Added
State of Alaska, Department of Revenue20,522$681.0K0.01%−715−3.4%Reduced
Naples Global Advisors, LLC20,649$685.5K0.09%−2,000−8.8%Reduced
Deutsche Bank AG20,904$694.0K0.00%+5,497+35.7%Added
HighTower Advisors, LLC22,327$739.0K0.00%+4,705+26.7%Added
State Board of Administration of Florida Retirement System24,028$797.7K0.00%00.0%Unchanged
Barclays PLC24,036$798.0K0.00%+4,486+22.9%Added
Victory Capital Management Inc25,266$838.8K0.00%−257,099−91.1%Reduced
Price T Rowe Associates Inc25,773$856.0K0.00%+350+1.4%Added
Texas Permanent School Fund26,877$892.3K0.01%+6,372+31.1%Added
Citadel Advisors LLC27,744$921.1K0.00%−31,233−53.0%Reduced
HSBC Holdings PLC28,674$940.7K0.00%−4,084−12.5%Reduced
Prudential Financial Inc29,493$979.2K0.00%−1,615−5.2%Reduced
Thrivent Financial for Lutherans29,700$986.0K0.00%−1,585−5.1%Reduced
Great West Life Assurance Co31,061$1.03M0.00%−2,725−8.1%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys31,733$1.05M0.01%−909−2.8%Reduced
Two Sigma Advisers, LP32,000$1.06M0.00%+7,800+32.2%Added
UBS Group AG32,655$1.08M0.00%−4,769−12.7%Reduced
Ergoteles LLC33,300$1.11M0.04%+33,300New
Winton Group Ltd34,803$1.16M0.07%−479−1.4%Reduced
D. E. Shaw & Co., Inc.36,183$1.20M0.00%−16,728−31.6%Reduced
Captrust Financial Advisors36,232$1.20M0.01%+129+0.4%Added
Exchange Traded Concepts, LLC36,769$1.22M0.03%+20,730+129.2%Added
Wells Fargo & Company36,830$1.22M0.00%+5,701+18.3%Added