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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, Q2 2023

Institutional positions in Southside Bancshares Inc as of Jun 30, 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
152
+7 vs. Q1 2023
Shares held
17.5M
+751.4K (+4.5%) vs. Q1 2023
Total value
$458.6M
−$97.8M (−17.6%) vs. Q1 2023
New holders
24
49 more added
Sold out
17
56 more reduced

Compare with Q1 2023: 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 holdersQ2 2023: 152 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 heldQ2 2023: $458.6M
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, Q2 2023

Shares, value and share of portfolio for each institution holding Southside Bancshares Inc; share changes are against Q1 2023.

Institutions holding SBSI in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.4,422,512$115.7M0.00%−213,552−4.6%Reduced
Vanguard Group Inc2,144,670$56.1M0.00%−102,607−4.6%Reduced
State Street Corp1,326,108$34.7M0.00%+60,183+4.8%Added
Dimensional Fund Advisors LP1,313,577$34.4M0.01%−3,782−0.3%Reduced
Geode Capital Management, LLC594,289$15.5M0.00%+5,251+0.9%Added
Renaissance Technologies LLC546,185$14.3M0.02%+31,957+6.2%Added
Millennium Management LLC449,881$11.8M0.01%+315,455+234.7%Added
Bank of New York Mellon Corp405,654$10.6M0.00%−20,097−4.7%Reduced
Northern Trust Corp389,873$10.2M0.00%−1,694−0.4%Reduced
Charles Schwab Investment Management Inc325,136$8.51M0.00%+3,976+1.2%Added
ProShare Advisors LLC284,678$7.45M0.02%+35,042+14.0%Added
Royal Bank of Canada272,261$7.12M0.00%+3,033+1.1%Added
Mesirow Institutional Investment Management, Inc.257,353$6.73M0.69%+55,584+27.5%Added
Invesco Ltd.234,203$6.13M0.00%+340+0.1%Added
JPMorgan Chase & Co219,943$5.75M0.00%+23,338+11.9%Added
Morgan Stanley218,535$5.72M0.00%+4,158+1.9%Added
Third Avenue Management LLC209,426$5.48M0.90%00.0%Unchanged
Nuveen Asset Management, LLC176,894$4.63M0.00%+46,559+35.7%Added
Principal Financial Group Inc167,193$4.37M0.00%−14,033−7.7%Reduced
TownSquare Capital, LLC124,189$3.25M0.06%−28,000−18.4%Reduced
Portside Wealth Group, LLC124,189$3.25M0.60%+124,189New
American Century Companies Inc114,343$2.99M0.00%+4,443+4.0%Added
Ameriprise Financial Inc105,389$2.76M0.00%−14,641−12.2%Reduced
Two Sigma Investments, LP105,234$2.75M0.01%+63,185+150.3%Added
Goldman Sachs Group Inc102,444$2.68M0.00%+38,840+61.1%Added
Two Sigma Advisers, LP96,900$2.53M0.01%+64,900+202.8%Added
Kestrel Investment Management Corp93,900$2.46M1.36%−7,800−7.7%Reduced
Rhumbline Advisers93,506$2.45M0.00%−2,636−2.7%Reduced
Healthcare of Ontario Pension Plan Trust Fund92,800$2.43M0.01%+11,500+14.1%Added
State of New Jersey Common Pension Fund D90,409$2.37M0.01%+27,963+44.8%Added
Legal & General Group Plc79,077$2.07M0.00%+4,944+6.7%Added
First Trust Advisors LP75,714$1.98M0.00%+12,748+20.2%Added
TD Asset Management Inc70,800$1.85M0.00%−41,900−37.2%Reduced
Citadel Advisors LLC70,560$1.85M0.00%+42,816+154.3%Added
Tudor Investment Corp Et Al68,462$1.79M0.03%+27,589+67.5%Added
Swiss National Bank64,718$1.69M0.00%−1,100−1.7%Reduced
Marshall Wace, LLP62,468$1.63M0.00%+62,468New
Fisher Asset Management, LLC60,805$1.59M0.00%00.0%Unchanged
UBS Asset Management Americas Inc47,195$1.57M0.00%00.0%Unchanged
Hamilton Point Investment Advisors, LLC58,665$1.53M0.37%−648−1.1%Reduced
Public Sector Pension Investment Board52,148$1.36M0.01%−562−1.1%Reduced
Gsa Capital Partners LLP51,962$1.36M0.14%+51,962New
Wells Fargo & Company51,468$1.35M0.00%+14,638+39.7%Added
HRT Financial LP49,135$1.28M0.01%+31,621+180.5%Added
Brown Brothers Harriman & Co48,128$1.26M0.01%00.0%Unchanged
UBS Group AG47,676$1.25M0.00%+15,021+46.0%Added
Chatham Capital Group, Inc.46,086$1.21M0.25%−2,345−4.8%Reduced
D. E. Shaw & Co., Inc.45,974$1.20M0.00%+9,791+27.1%Added
Barclays PLC44,026$1.15M0.00%+19,990+83.2%Added
Voya Investment Management LLC43,110$1.13M0.00%+144+0.3%Added
Wedge Capital Management L L P42,243$1.11M0.02%+42,243New
Alliancebernstein L.P.41,530$1.09M0.00%00.0%Unchanged
Credit Suisse AG39,448$1.03M0.00%+2,386+6.4%Added
Citigroup Inc36,799$962.7K0.00%+23,182+170.2%Added
Prudential Financial Inc36,670$959.3K0.00%+7,177+24.3%Added
Exchange Traded Concepts, LLC36,241$948.1K0.02%−528−1.4%Reduced
Captrust Financial Advisors36,213$947.3K0.00%−19−0.1%Reduced
California State Teachers Retirement System35,108$918.4K0.00%−2,853−7.5%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys33,209$868.7K0.01%+1,476+4.7%Added
Polaris Capital Management, LLC30,100$787.4K0.03%+30,100New
Rafferty Asset Management, LLC28,454$744.4K0.00%+16,229+132.8%Added
Thrivent Financial for Lutherans28,105$735.0K0.00%−1,595−5.4%Reduced
Great West Life Assurance Co27,152$710.0K0.00%−3,909−12.6%Reduced
Price T Rowe Associates Inc26,283$688.0K0.00%+510+2.0%Added
Texas Permanent School Fund25,867$676.7K0.01%−1,010−3.8%Reduced
Ensign Peak Advisors, Inc22,270$582.6K0.00%+2,700+13.8%Added
HighTower Advisors, LLC22,305$582.0K0.00%−22−0.1%Reduced
Winton Group Ltd21,486$562.1K0.05%−13,317−38.3%Reduced
Naples Global Advisors, LLC21,299$557.2K0.07%+650+3.1%Added
Quadrature Capital Ltd21,272$556.0K0.01%+2,741+14.8%Added
State of Alaska, Department of Revenue19,331$505.0K0.01%−1,191−5.8%Reduced
ExodusPoint Capital Management, LP18,975$496.0K0.01%+18,975New
Walleye Capital LLC18,517$484.4K0.01%+18,517New
Balyasny Asset Management LLC18,366$480.5K0.00%+18,366New
Victory Capital Management Inc18,202$476.2K0.00%−7,064−28.0%Reduced
Jane Street Group, LLC17,863$467.3K0.00%+17,863New
Susquehanna International Group, LLP17,105$447.5K0.00%−22,241−56.5%Reduced
Cubist Systematic Strategies, LLC16,696$436.8K0.00%+16,696New
PDT Partners, LLC16,438$430.0K0.06%+9+0.1%Added
Lion Street Advisors, LLC10,276$424.6K0.14%+61+0.6%Added
MetLife Investment Management16,040$419.6K0.00%00.0%Unchanged
Hennion & Walsh Asset Management, Inc.15,962$418.0K0.02%+5,943+59.3%Added
American International Group, Inc.15,800$413.3K0.00%−594−3.6%Reduced
Yousif Capital Management, LLC15,752$412.1K0.01%−1,215−7.2%Reduced
LPL Financial LLC15,728$411.4K0.00%+15,728New
Louisiana State Employees Retirement System15,400$402.9K0.01%+1,400+10.0%Added
Aigen Investment Management, LP14,161$370.5K0.05%+14,161New
Trexquant Investment LP13,710$358.7K0.01%+13,710New
Janus Henderson Group PLC13,705$358.4K0.00%−23−0.2%Reduced
Qube Research & Technologies Ltd13,349$349.2K0.00%+7,043+111.7%Added
Mirae Asset Global Investments Co., Ltd.13,245$346.5K0.00%00.0%Unchanged
Deutsche Bank AG12,623$330.2K0.00%−8,281−39.6%Reduced
Bank of America Corp12,497$326.9K0.00%−43,099−77.5%Reduced
New York State Common Retirement Fund12,429$325.1K0.00%−3,441−21.7%Reduced
King Luther Capital Management Corp12,109$316.8K0.00%−2,931−19.5%Reduced
CWM Advisors, LLC11,995$313.8K0.04%+3,780+46.0%Added
Amalgamated Bank11,900$311.0K0.00%−685−5.4%Reduced
Manufacturers Life Insurance Company, The11,779$308.1K0.00%−197−1.6%Reduced
Maryland State Retirement & Pension System11,446$299.4K0.01%−623−5.2%Reduced
Versor Investments LP11,200$293.0K0.05%−3,700−24.8%Reduced