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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
Oregon Public Employees Retirement Fund9,610$319.1K0.00%−530−5.2%Reduced
Ameritas Advisory Services, LLC9,531$316.4K0.02%00.0%Unchanged
Teachers Retirement System of the State of Kentucky9,505$315.0K0.00%00.0%Unchanged
Cambridge Investment Research Advisors, Inc.9,192$305.0K0.00%−177−1.9%Reduced
Arizona State Retirement System8,837$293.4K0.00%+231+2.7%Added
SEI Investments Co8,255$274.1K0.00%+8,255New
Relative Value Partners Group, LLC8,250$273.9K0.02%00.0%Unchanged
CWM Advisors, LLC8,215$272.7K0.03%+1,677+25.7%Added
Handelsbanken Fonder AB7,809$259.0K0.00%00.0%Unchanged
Public Employees Retirement Association of Colorado7,116$236.0K0.00%00.0%Unchanged
Commerce Bank7,048$234.0K0.00%−535−7.1%Reduced
Teacher Retirement System of Texas6,759$224.0K0.00%+6,759New
Bill Few Associates, Inc.6,567$218.0K0.12%+100+1.5%Added
Zurcher Kantonalbank (Zurich Cantonalbank)6,491$215.5K0.00%+1,327+25.7%Added
Qube Research & Technologies Ltd6,306$209.4K0.00%+729+13.1%Added
Mutual of America Capital Management LLC6,171$204.9K0.00%−221−3.5%Reduced
Moisand Fitzgerald Tamayo, LLC5,287$175.5K0.04%00.0%Unchanged
Amundi4,151$134.0K0.00%+4,151New
KBC Group NV2,471$82.0K0.00%−811−24.7%Reduced
Ameritas Investment Partners, Inc.2,444$81.1K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)2,306$77.0K0.00%+2,018+700.7%Added
Metropolitan Life Insurance Co1,716$57.0K0.00%−183−9.6%Reduced
Nisa Investment Advisors, LLC1,198$40.0K0.00%00.0%Unchanged
Colonial Trust Advisors1,190$39.5K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.1,011$33.6K0.00%00.0%Unchanged
US Bancorp706$23.4K0.00%00.0%Unchanged
FMR LLC493$16.4K0.00%+274+125.1%Added
Versant Capital Management, Inc477$15.8K0.01%−17−3.4%Reduced
Allspring Global Investments Holdings, LLC437$14.5K0.00%−2,312−84.1%Reduced
Belpointe Asset Management LLC425$14.1K0.00%00.0%Unchanged
Public Employees Retirement System of Ohio397$13.0K0.00%+30+8.2%Added
Russell Investments Group, Ltd.356$11.8K0.00%+356New
CWM, LLC180$6.00K0.00%+161+847.4%Added
TCI Wealth Advisors, Inc.154$5.11K0.00%00.0%Unchanged
Colonial Trust Co130$4.32K0.00%00.0%Unchanged
Parkside Financial Bank & Trust123$4.08K0.00%+3+2.5%Added
Bessemer Group Inc107$4.00K0.00%+2+1.9%Added
Quadrant Capital Group LLC100$3.32K0.00%+43+75.4%Added
EverSource Wealth Advisors, LLC50$1.66K0.00%00.0%Unchanged
Parallel Advisors, LLC40$1.33K0.00%00.0%Unchanged
Fifth Third Bancorp25$8300.00%−19−43.2%Reduced
Farmers & Merchants Investments Inc21$6970.00%00.0%Unchanged
Global Retirement Partners, LLC24$6820.00%+24New
Covestor Ltd14$00.00%00.0%Unchanged
Toronto Dominion Bank8$00.00%+8New
AQR Capital Management LLC0$00.00%−13,330−100.0%Sold out
Lido Advisors, LLC0$00.00%−10,482−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−10,384−100.0%Sold out
Alps Advisors Inc0$00.00%−8,513−100.0%Sold out
Squarepoint Ops LLC0$00.00%−5,785−100.0%Sold out
Manchester Financial Inc0$00.00%−5,571−100.0%Sold out
Quantbot Technologies LP0$00.00%−722−100.0%Sold out
Sutton Wealth Advisors Inc.0$00.00%−408−100.0%Sold out
Rockefeller Capital Management L.P.0$00.00%−15−100.0%Sold out
Gibson Wealth Advisors LLC––––Not filed
Comerica Bank––––Not filed